Insider Transactions Reported by 5 Insiders of Capstone Holding Corp.

Symbol: CAPS on Nasdaq
Location: Alsip, IL

Quick Takeaways

CAPS - Capstone Holding Corp. has 5 insiders with reported activity on this page.
No net insider buy/sell flow is currently reported for the last year.
Recent transaction rows are available for direct filing-level review.

What Changed

No meaningful buy/sell imbalance is currently visible in the one-year window.
Activity will update as new Forms 3/4/5 are filed.

Why This Matters

This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.

Source Evidence

Filed on Form 4

Issuer insider activity is sourced from SEC Forms 3, 4, and 5.

See Original Filing

Insider trading overview

Last 12 months

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 14 May 2025.

Buys

Shares: 0

Insiders: 0

Sells

Shares: 0

Insiders: 0

Net

Shares: 0

Insiders: 0

Window (months)	Buy $	Sell $	Net $
0-3	$0	$0	$0
3-6	$0	$0	$0
6-9	$0	$0	$0
9-12	$0	$0	$0

Capstone Holding Corp. executives and other stock owners filed with the SEC include:

Name	Relationship	Holdings Value	Valuation	Report Date
Matthew E. Lipman	Chief Executive Officer, Director, 10%+ Owner	$7,421,220	Mixed	30 Mar 2026
Edward Christopher Schultz	Chief Financial Officer		Mixed	30 Mar 2026
Fredric J. Feldman	Director		Mixed	14 Feb 2025
John M. Holliman III	Director		Mixed	14 Feb 2025
Michael Toporek	Director		Mixed	30 Mar 2026

Top shareholders of Capstone Holding Corp. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
Matthew E. Lipman	3/4/5	Chief Executive Officer, Director, 10%+ Owner	— mixed-class rows	3,006,686 mixed-class rows	$7,421,220	—	30 Mar 2026	3/4/5
DRW Securities, LLC	13F	Company	— class O/S missing	125,422	$91,294	—	31 Dec 2025	13F
UBS Group AG	13F	Company	— class O/S missing	2,465	$1,795	—	31 Dec 2025	13F
KERR FINANCIAL PLANNING Corp	13F	Company	— class O/S missing	75	$364	—	31 Dec 2025	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	22	$16	—	31 Dec 2025	13F
CITIGROUP INC	13F	Company	— class O/S missing	1	$1	—	31 Dec 2025	13F
MORGAN STANLEY	13F	Company	— class O/S missing	1	$1	—	31 Dec 2025	13F
Michael Toporek	3/4/5	Director	— class O/S missing	356,250	—	—	30 Mar 2026	3/4/5
Edward Christopher Schultz	3/4/5	Chief Financial Officer	— class O/S missing	190,000	—	—	30 Mar 2026	3/4/5
John M. Holliman III	3/4/5	Director	— class O/S missing	1,095	—	—	14 Feb 2025	3/4/5

Recent Insider Transactions by Companies or Individuals for Capstone Holding Corp.

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

Insider	Symbol	Class	Transaction	Shares	Shares Owned	Date	Ownership
Edward Christopher Schultz	CAPS	Restricted Stock Award	Award	190,000	190,000	30 Mar 2026	Direct
Matthew E. Lipman	CAPS	Restricted Stock Award	Award	356,250	356,250	30 Mar 2026	Direct
Michael Toporek	CAPS	Restricted Stock Award	Award	356,250	356,250	30 Mar 2026	Direct

* An asterisk sign (*) next to the price indicates that the price is likely invalid.