SEC ownership of CSP INC /MA/

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000356037.

Comparable stake leader

Visionary Wealth Advisors

Disclosed value leader

Joseph R. Nerges

Comparable rows

50/50

Latest evidence

08 Jun 2026

Top shareholders Insider holders Latest transactions
Public ticker
CSPI on Nasdaq
Parsed ownership sources
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
Largest SEC-reported holder
Visionary Wealth Advisors
Ranking: Comparable ownership first, then disclosed value
Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Visionary Wealth Advisors
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
08 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000356037
Issuer location
Lowell, MA

Ownership snapshot

Top shareholders of CSP INC /MA/ (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Visionary Wealth Advisors
Disclosed value leader
Joseph R. Nerges
Comparable rows
50/50
Latest evidence
08 Jun 2026
13D/G 13F 3/4/5 Lead comparable stake: 7.7% 13D/G row: Visionary Wealth Advisors Showing 1-8 of 50 holder rows.

Quick read

Visionary Wealth Advisors leads the comparable SEC ownership view at 7.7%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Visionary Wealth Advisors's linked filing trail.
Comparable ownership Top 5
Visionary Wealth Advisors 7.7%
DIMENSIONAL FUND ADVISORS LP 4.3%
Joseph R. Nerges 14%
Victor Dellovo 8.7%
Gary W. Levine 2.2%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Visionary Wealth Advisors
13D/G 13F
Company
13D/G 13F
7.7%
$9,056,274
764,888 shares
 -$23,135 31 Dec 2025
DIMENSIONAL FUND ADVISORS LP
13D/G 13F
Company
13D/G 13F
4.3%
$7,204,388
420,326 shares
 $0 31 Mar 2025
Joseph R. Nerges
3/4/5
10%+ Owner
3/4/5
14%
$11,805,248
1,418,900 shares
 +$239,399 08 Jun 2026
Victor Dellovo
3/4/5
President and CEO, Director
3/4/5
8.7%
$10,835,750
866,860 shares
 — 27 Mar 2026
Gary W. Levine
3/4/5
CEO and Secretary
3/4/5
2.2%
$2,704,500
216,360 shares
 — 27 Mar 2026
Gary Southwell
3/4/5
President ARIA Cybersecurity
3/4/5
1.4%
$1,690,275
135,222 shares
 — 27 Mar 2026
Ismail Azeri
3/4/5
Director
3/4/5
1.1%
$1,020,890
108,490 shares
 +$23,457 12 May 2026
Stephen J. Webber
3/4/5
Director
3/4/5
0.13%
$118,500
12,500 shares
 +$23,700 12 May 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to buying over the last 12 months. Net value: +$309,951.

Buys
$309,951
Insiders: 4
Sells
$0
Insiders: 0
Net
+$309,951
Shares: +33,537
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 33,537 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 15,118 0 $138,630 $0 +$138,630
3-6 16,219 0 $146,665 $0 +$146,665
6-9 0 0 $0 $0 $0
9-12 2,200 0 $24,656 $0 +$24,656

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-12 of 12 reporting-owner rows connected to CSP INC /MA/. Open a relationship link for the CIK-to-CIK filing trail.

Rows
12
Largest Forms 3/4/5 holder
Joseph R. Nerges
Net 12M change
+$309,951
Latest report
08 Jun 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Joseph R. Nerges 10%+ Owner $11,805,248 +$239,399 +2.1% Filing P/S 08 Jun 2026
Victor Dellovo President and CEO, Director $10,835,750 Mixed 27 Mar 2026
Gary W. Levine CEO and Secretary $2,704,500 Mixed 27 Mar 2026
Gary Southwell President ARIA Cybersecurity $1,690,275 Mixed 27 Mar 2026
C. Shelton James Director $1,531,345 Filing P/S 23 Aug 2024
Ismail Azeri Director $1,020,890 +$23,457 +2.4% Filing P/S 12 May 2026
Mike Newbanks VP Finance and CAO $857,734 Mixed 05 Jan 2024
Smith Marilyn T. Director $677,745 Mixed 07 Feb 2024
Raymond Charles Blackmon Jr. Director $677,745 Mixed 07 Feb 2024
Stephen J. Webber Director $118,500 +$23,700 +25% Filing P/S 12 May 2026
Anthony Folger Director $116,975 +$23,395 +25% Filing P/S 15 May 2026
CSP INC /MA/ VP Finance & CAO $69,200 Mixed 05 Jun 2026

Recent insider transactions for CSP INC /MA/

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Joseph R. Nerges CSPI Common Stock Purchase 0.01% $1,421 $8.31 171 1,418,900 10 Jun 2026 Direct
Joseph R. Nerges CSPI Common Stock Purchase 0.06% $7,685 $8.55 899 1,418,729 09 Jun 2026 Direct
Joseph R. Nerges CSPI Common Stock Purchase 0.16% $19,772 $8.60 2,300 1,417,830 08 Jun 2026 Direct
Anthony Folger CSPI Common Stock Purchase 25% $23,395 $9.36 2,500 12,500 15 May 2026 Direct
Ismail Azeri CSPI Common Stock Purchase 0.2% $2,051 $9.41 218 108,490 13 May 2026 Direct
Joseph R. Nerges CSPI Common Stock Purchase 0.06% $8,306 $9.23 900 1,415,530 13 May 2026 Direct
Ismail Azeri CSPI Common Stock Purchase 2.15% $21,405 $9.38 2,282 108,272 12 May 2026 Direct
Joseph R. Nerges CSPI Common Stock Purchase 0.07% $9,270 $9.27 1,000 1,414,630 12 May 2026 Direct
Stephen J. Webber CSPI Common Stock Purchase 25% $23,700 $9.48 2,500 12,500 12 May 2026 Direct
Joseph R. Nerges CSPI Common Stock Purchase 0.17% $21,625 $9.21 2,348 1,413,630 11 May 2026 Direct
Ismail Azeri CSPI Common Stock Award 4.95% 5,000 105,990 27 Mar 2026 Direct
Stephen J. Webber CSPI Common Stock Award 10,000 10,000 27 Mar 2026 Direct
Anthony Folger CSPI Common Stock Award 10,000 10,000 27 Mar 2026 Direct
Gary Southwell CSPI Common Stock Award 12.5% 15,000 135,222 27 Mar 2026 Direct
Victor Dellovo CSPI Common Stock Award 4.21% 35,000 866,860 27 Mar 2026 Direct
Gary W. Levine CSPI Common Stock Award 4.09% 8,500 216,360 27 Mar 2026 Direct
Joseph R. Nerges CSPI Common Stock Purchase 0.01% $1,718 $8.59 200 1,411,282 13 Mar 2026 Direct
Joseph R. Nerges CSPI Common Stock Purchase 0.06% $7,729 $8.52 907 1,411,082 12 Mar 2026 Direct
Joseph R. Nerges CSPI Common Stock Purchase 0.08% $9,327 $8.48 1,100 1,410,175 11 Mar 2026 Direct
Joseph R. Nerges CSPI Common Stock Purchase 0.11% $13,268 $8.85 1,500 1,409,075 25 Feb 2026 Direct
Joseph R. Nerges CSPI Common Stock Purchase 0.11% $13,098 $8.73 1,500 1,407,575 24 Feb 2026 Direct
Joseph R. Nerges CSPI Common Stock Purchase 0.04% $4,680 $9.14 512 1,406,075 19 Feb 2026 Direct
Joseph R. Nerges CSPI Common Stock Purchase 0.29% $37,766 $9.21 4,100 1,405,563 18 Feb 2026 Direct
Joseph R. Nerges CSPI Common Stock Purchase 0.46% $59,079 $9.23 6,400 1,401,463 17 Feb 2026 Direct
Joseph R. Nerges CSPI Common Stock Purchase 0.16% $24,656 $11.21 2,200 1,395,063 15 Sep 2025 Direct
Gary W. Levine CSPI Common Stock Award 0.1% 200 198,696 31 Jul 2025 Direct
* marks a reported price that did not pass the local price check.
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