Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Climb Global Solutions, Inc.CLMB · Entity 5428 | CHIEF FINANCIAL OFFICER | January 10, 2025 | January 14, 2025 |
| Howard Bancorp Inchbmd · Entity 131093 | Director | April 10, 2017 | April 10, 2017 |
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 January 10, 2025 · Filed January 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,840 |
Reported balance
After 2025-01-10 transaction · row 1
1 source rowRow 1 · 2025-01-10 · Grant · Acquired 7,356 · Balance 37,840 F1: The reported transaction involved an amendment of an outstanding Performance Based RSU ("PRSU"), resulting in the cancellation of the "old" PRSU and the grant of a "new" Time-Vested RSU ("TRSU"). In accordance with SEC staff guidance, the "old" PRSU was not a reportable derivative security and the "new" TRSU is being reported as a grant of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction involved an amendment of an outstanding Performance Based RSU ("PRSU"), resulting in the cancellation of the "old" PRSU and the grant of a "new" Time-Vested RSU ("TRSU"). In accordance with SEC staff guidance, the "old" PRSU was not a reportable derivative security and the "new" TRSU is being reported as a grant of common stock.
Howard Bancorp Inc
Report date April 10, 2017 · Filed April 10, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,154 |
Reported balance
After 2017-04-10 transaction · row 1
1 source rowRow 1 · 2017-04-10 · Other · Acquired 220 · Balance 34,154 |
| Options to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $14.00 · Expires 2017-04-11 | Direct | 0 |
Reported balance
After 2017-04-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-04-10 · Other · Acquired 220 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| January 10, 2025 Filed Jan 14, 2025 22:40 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | GrantCommon Stock | 7,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-001450 · form4-01142025_100149.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,840 F1 · kind: The reported transaction involved an amendment of an outstanding Performance Based RSU ("PRSU"), resulting in the cancellation of the "old" PRSU and the grant of a "new" Time-Vested RSU ("TRSU"). In accordance with SEC staff guidance, the "old" PRSU was not a reportable derivative security and the "new" TRSU is being reported as a grant of common stock. F1 · price: The reported transaction involved an amendment of an outstanding Performance Based RSU ("PRSU"), resulting in the cancellation of the "old" PRSU and the grant of a "new" Time-Vested RSU ("TRSU"). In accordance with SEC staff guidance, the "old" PRSU was not a reportable derivative security and the "new" TRSU is being reported as a grant of common stock. Read SEC document |
| November 05, 2024 Filed Nov 7, 2024 13:20 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 876 | $107.98 | $94,590.48 |
DisclosureSEC source: 0001437749-24-033764 · rdgdoc.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,484 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| August 05, 2024 Filed Aug 6, 2024 19:58 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 831 | $66.48 | $55,244.88 |
DisclosureSEC source: 0001437749-24-024863 · rdgdoc.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,360 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| May 06, 2024 Filed May 7, 2024 15:29 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 815 | $58.84 | $47,954.60 |
DisclosureSEC source: 0001415889-24-012431 · form4-05072024_030527.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,191 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 13:21 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 359 | $65.80 | $23,622.20 |
DisclosureSEC source: 0001415889-24-008381 · form4-03192024_010343.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,006 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 17:51 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | GrantCommon Stock | 3,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-004292 · form4-02202024_050230.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,365 Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 15:24 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 941 | $58.00 | $54,578.00 |
DisclosureSEC source: 0001415889-24-002772 · form4-02062024_030215.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,558 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| November 06, 2023 Filed Nov 7, 2023 22:29 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 862 | $43.13 | $37,178.06 |
DisclosureSEC source: 0001415889-23-014852 · form4-11072023_101157.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,499 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| August 07, 2023 Filed Aug 9, 2023 20:44 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 767 | $41.04 | $31,477.68 |
DisclosureSEC source: 0001415889-23-011973 · form4-08092023_080839.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,361 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| May 26, 2023 Filed May 26, 2023 20:36 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | SaleCommon Stock | 4,097 | $48.74 | $199,687.78 |
DisclosureSEC source: 0001415889-23-008858 · form4-05262023_080513.xml · nonDerivative · entry 3 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,128 Read SEC document |
| May 25, 2023 Filed May 26, 2023 20:36 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | SaleCommon Stock | 1,054 | $46.97 | $49,506.38 |
DisclosureSEC source: 0001415889-23-008858 · form4-05262023_080513.xml · nonDerivative · entry 2 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,225 Read SEC document |
| May 24, 2023 Filed May 26, 2023 20:36 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | SaleCommon Stock | 2,394 | $48.74 | $116,683.56 |
DisclosureSEC source: 0001415889-23-008858 · form4-05262023_080513.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,279 Read SEC document |
| May 12, 2023 Filed May 16, 2023 14:52 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-008090 · form4-05162023_020531.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,673 F1 · kind: Shares acquired via gift from the Company CEO. Read SEC document |
| May 05, 2023 Filed May 8, 2023 14:40 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 787 | $46.29 | $36,430.23 |
DisclosureSEC source: 0001415889-23-007522 · form4-05082023_020502.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,673 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 20:09 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | GrantCommon Stock | 3,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-006593 · form4-04182023_080458.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,460 Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 17:50 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 168 | $39.75 | $6,678.00 |
DisclosureSEC source: 0001415889-23-003735 · form4-03022023_050339.xml · nonDerivative · entry 2 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,825 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 17:50 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | GrantCommon Stock | 11,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003735 · form4-03022023_050339.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,993 Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 16:15 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 568 | $38.04 | $21,606.72 |
DisclosureSEC source: 0001415889-23-002143 · form4-02082023_040224.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,823 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| November 07, 2022 Filed Nov 8, 2022 22:13 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 451 | $31.13 | $14,039.63 |
DisclosureSEC source: 0001415889-22-011190 · form4-11082022_101129.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,391 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| August 22, 2022 Filed Aug 24, 2022 18:11 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | PurchaseCommon Stock | 300 | $30.36 | $9,108.00 |
DisclosureSEC source: 0001415889-22-008992 · form4-08242022_110800.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,842 Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 18:33 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 451 | $31.00 | $13,981.00 |
DisclosureSEC source: 0001415889-22-008402 · form4-08092022_110843.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,542 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| June 13, 2022 Filed Jun 15, 2022 20:58 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | PurchaseCommon Stock | 250 | $34.20 | $8,550.00 |
DisclosureSEC source: 0001415889-22-006600 · form4-06152022_010640.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,993 Read SEC document |
| May 05, 2022 Filed May 5, 2022 20:29 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 470 | $34.50 | $16,215.00 |
DisclosureSEC source: 0001415889-22-004676 · form4-05052022_010502.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,743 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 14:50 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 82 | $30.10 | $2,468.20 |
DisclosureSEC source: 0001179110-22-001859 · edgar.xml · nonDerivative · entry 2 CLARK ANDREW E · CIK 0001251629 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,213 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 14:50 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 7,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-001859 · edgar.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,295 Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 17:01 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 338 | $29.41 | $9,940.58 |
DisclosureSEC source: 0001179110-22-000952 · edgar.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,919 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 21:38 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | PurchaseCommon Stock | 200 | $29.90 | $5,980.00 |
DisclosureSEC source: 0001179110-21-010669 · edgar.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,257 Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 15:36 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 394 | $29.92 | $11,788.48 |
DisclosureSEC source: 0001179110-21-009970 · edgar.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,057 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| August 05, 2021 Filed Aug 6, 2021 19:32 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 549 | $25.92 | $14,230.08 |
DisclosureSEC source: 0001179110-21-007992 · edgar.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,451 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| July 08, 2021 Filed Jul 9, 2021 14:03 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-007449 · edgar.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| April 10, 2017 Filed Apr 10, 2017 16:36 UTC | Howard Bancorp Inc hbmd · Entity 131093 | OtherOptions to purchase common stock · Derivative | 220 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001390162-17-000036 · primary_doc.xml · derivative · entry 2 CLARK ANDREW E · CIK 0001251629 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Commong Stock · 220 shares Expires 2017-04-11 Read SEC document |
| April 10, 2017 Filed Apr 10, 2017 16:36 UTC | Howard Bancorp Inc hbmd · Entity 131093 | OtherCommon Stock | 220 | $14.00 | $3,080.00 |
DisclosureSEC source: 0001390162-17-000036 · primary_doc.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,154 Read SEC document |
| February 15, 2017 Filed Feb 15, 2017 15:13 UTC | Howard Bancorp Inc hbmd · Entity 131093 | GrantCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001390162-17-000021 · primary_doc.xml · nonDerivative · entry 2 CLARK ANDREW E · CIK 0001251629 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,934 F1 · price: Shares awarded as compensation for service on the Board of Directors Read SEC document |
| February 15, 2017 Filed Feb 15, 2017 15:13 UTC | Howard Bancorp Inc hbmd · Entity 131093 | GrantCommon Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001390162-17-000021 · primary_doc.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,534 F1 · price: Shares awarded as compensation for service on the Board of Directors Read SEC document |
| October 31, 2016 Filed Oct 31, 2016 14:30 UTC | Howard Bancorp Inc hbmd · Entity 131093 | SaleCommon Stock | 16,172 | $13.40 | $216,704.80 |
DisclosureSEC source: 0001390162-16-000166 · primary_doc.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,426 Read SEC document |
| October 18, 2016 Filed Oct 18, 2016 09:57 UTC | Howard Bancorp Inc hbmd · Entity 131093 | GrantCommon Stock | 124 | $0.00 | $0.00 |
DisclosureSEC source: 0001390162-16-000153 · primary_doc.xml · nonDerivative · entry 1 CLARK ANDREW E · CIK 0001251629 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,598 F1 · price: These shares were granted as compensation for service on the Board of Directors 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.