Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Climb Global Solutions, Inc.CLMB · Entity 5428 | Director | June 13, 2025 | June 16, 2025 |
| Hewlett Packard Enterprise CoHPE · Entity 2984 | EVP, Pres & CEO Financial Serv | December 15, 2024 | December 17, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Climb Global Solutions, Inc.
Report date June 13, 2025 · Filed June 16, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,464 |
Reported balance
After 2025-06-13 transaction · row 1
1 source rowRow 1 · 2025-06-13 · Grant · Acquired 942 · Balance 10,464 |
Hewlett Packard Enterprise Co
Report date December 15, 2024 · Filed December 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,839 |
Ending reported balance
After 2024-12-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-12-15 · Exercise / conversion · Acquired 2,848 · Balance 79,687 Row 2 · 2024-12-15 · Tax withholding · Disposed 2,848 · Balance 76,839 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 60,922 |
Reported balance
After 2024-12-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-12-15 · Exercise / conversion · Disposed 2,848 · Balance 60,922 F1: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F2: As previously reported, on 12/07/23, the reporting person was granted 93,052 restricted stock units ("RSUs"), 31,017 of which vested on 12/07/24, 29,593 of which will vest on 12/07/25, and 29,594 of which will vest on 12/07/26. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The vesting amounts and number of derivative securities in column 5 reflect the reporting person's early retirement eligibility and early withholding of RSUs for payment of FICA taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.
F2: As previously reported, on 12/07/23, the reporting person was granted 93,052 restricted stock units ("RSUs"), 31,017 of which vested on 12/07/24, 29,593 of which will vest on 12/07/25, and 29,594 of which will vest on 12/07/26. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The vesting amounts and number of derivative securities in column 5 reflect the reporting person's early retirement eligibility and early withholding of RSUs for payment of FICA taxes.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 14, 2023 Filed Sep 11, 2023 23:08 UTC | Hewlett Packard Enterprise Co HPE · Entity 2984 | GrantRestricted Stock Units · Derivative | 155.6576 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-017921 · form4.xml · derivative · entry 4 Gold Gerri · CIK 0001866815 · EVP, Pres & CEO Financial Serv 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,579.136 Underlying: Common Stock · 155.6576 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F5 · price: As previously reported, on 12/10/20, the reporting person was granted 33,003 restricted stock units ("RSUs"), 11,001 of which vested on 12/10/21, 10,621 of which vested on 12/10/22, and 10,621 of which will vest on 12/10/23. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 80.1081 dividend equivalent rights at $15.91 per RSU credited to the reporting person's account on 04/14/23, and 75.5495 dividend equivalent rights at $16.87 per RSU credited to the reporting person's account on 07/14/23. F5 · derivative.exercise_date: As previously reported, on 12/10/20, the reporting person was granted 33,003 restricted stock units ("RSUs"), 11,001 of which vested on 12/10/21, 10,621 of which vested on 12/10/22, and 10,621 of which will vest on 12/10/23. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 80.1081 dividend equivalent rights at $15.91 per RSU credited to the reporting person's account on 04/14/23, and 75.5495 dividend equivalent rights at $16.87 per RSU credited to the reporting person's account on 07/14/23. F5 · derivative.expiration_date: As previously reported, on 12/10/20, the reporting person was granted 33,003 restricted stock units ("RSUs"), 11,001 of which vested on 12/10/21, 10,621 of which vested on 12/10/22, and 10,621 of which will vest on 12/10/23. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 reflects 80.1081 dividend equivalent rights at $15.91 per RSU credited to the reporting person's account on 04/14/23, and 75.5495 dividend equivalent rights at $16.87 per RSU credited to the reporting person's account on 07/14/23. Read SEC document |
| August 22, 2022 Filed Aug 24, 2022 18:08 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | PurchaseCommon Stock | 500 | $29.96 | $14,980.00 |
DisclosureSEC source: 0001415889-22-008990 · form4-08242022_110820.xml · nonDerivative · entry 1 Gold Gerri · CIK 0001866815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,205 Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 16:04 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 2,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-008245 · form4-08042022_090812.xml · nonDerivative · entry 1 Gold Gerri · CIK 0001866815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,705 Read SEC document |
| August 03, 2021 Filed Aug 6, 2021 00:47 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 2,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-007971 · edgar.xml · nonDerivative · entry 1 Gold Gerri · CIK 0001866815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,322 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.