Comparable stake leader
Matthew E. Lipman
SEC ownership of Capstone Holding Corp.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000887151.
Disclosed value leader
Matthew E. Lipman
Comparable rows
0/10
Latest evidence
31 Mar 2026
- Public ticker
- CAPS on Nasdaq
- Parsed ownership sources
-
3/4/5 and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Matthew E. Lipman
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
31 Mar 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000887151
- Issuer location
- Tinley Park, IL
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Capstone Holding Corp. (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
Matthew E. Lipman
Disclosed value leader
Matthew E. Lipman
Comparable rows
0/10
Latest evidence
31 Mar 2026
3/4/5
13F
Highest disclosed value: $7,421,220
10 rows are not safely comparable across share classes.
Showing 1-8 of 10 holder rows.
Quick read
Matthew E. Lipman has the largest disclosed position value at $7.42M.
0 of 10 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 Matthew E. Lipman's linked filing trail.
Disclosed position value
Top 5
Matthew E. Lipman
$7.42M
GEODE CAPITAL MANAGEMENT, LLC
$41.2K
XTX Topco Ltd
$15.5K
Virtu Financial LLC
$14K
UBS Group AG
$41
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 10 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Matthew E. Lipman |
3/4/5
Chief Executive Officer, Director, 10%+ Owner
|
—
mixed-class rows
|
$7,421,220
3,006,686 shares
mixed-class rows
|
— | 30 Mar 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$41,154
61,702 shares
|
— | 31 Mar 2026 |
| XTX Topco Ltd |
13F
Company
|
—
class O/S missing
|
$15,488
23,220 shares
|
— | 31 Mar 2026 |
| Virtu Financial LLC |
13F
Company
|
—
class O/S missing
|
$14,000
21,247 shares
|
— | 31 Mar 2026 |
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$41
61 shares
|
— | 31 Mar 2026 |
| CITIGROUP INC |
13F
Company
|
—
class O/S missing
|
$1
1 shares
|
— | 31 Mar 2026 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$1
1 shares
|
— | 31 Mar 2026 |
| Michael Toporek |
3/4/5
Director
|
—
class O/S missing
|
—
356,250 shares
|
— | 30 Mar 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
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 24 Jun 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-5 of 5 reporting-owner rows connected to Capstone Holding Corp.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
5
Largest Forms 3/4/5 holder
Matthew E. Lipman
Net 12M change
$0
Latest report
30 Mar 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | 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 |
Recent insider transactions for Capstone Holding Corp.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
* marks a reported price that did not pass the local price check.