SEC ownership of Climb Global Solutions, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000945983.

Comparable stake leader

AltraVue Capital, LLC

Disclosed value leader

AltraVue Capital, LLC

Comparable rows

50/50

Latest evidence

28 Jul 2026

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
AltraVue Capital, LLC
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
28 Jul 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000945983
Issuer location
Eatontown, NJ

Ownership snapshot

Top shareholders of Climb Global Solutions, Inc. (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
AltraVue Capital, LLC
Disclosed value leader
AltraVue Capital, LLC
Comparable rows
50/50
Latest evidence
28 Jul 2026
13D/G 13F 3/4/5 Lead comparable stake: 5% 13D/G row: AltraVue Capital, LLC Showing 1-8 of 50 holder rows.

Quick read

AltraVue Capital, LLC leads the comparable SEC ownership view at 5%.

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 AltraVue Capital, LLC's linked filing trail.
Comparable ownership Top 5
AltraVue Capital, LLC 5%
De Lisle Partners LLP 4.9%
WASATCH ADVISORS LP 3.3%
Dale Richard Foster 1.9%
Charles Edward Bass 0.69%

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
AltraVue Capital, LLC
13D/G 13F
Company
5%
$31,301,282
245,481 shares
$0 02 Mar 2026
De Lisle Partners LLP
13D/G 13F
Company
4.9%
$20,648,936
904,069 shares
+$15,007,730 25 Mar 2026
WASATCH ADVISORS LP
13F 13D/G
Company
3.3%
from 13D/G
$12,044,218
607,680 shares
31 Mar 2026
Dale Richard Foster
3/4/5
Chief Executive Officer, Director
1.9%
$6,807,515
343,467 shares
-$684,250 05 May 2026
Charles Edward Bass
3/4/5
Chief Alliance Officer
0.69%
$2,531,410
127,720 shares
05 May 2026
John R. Mccarthy
3/4/5
Director
0.51%
$1,853,982
93,541 shares
+$75,320 02 Jun 2026
Matthew M. Sullivan
3/4/5
Chief Financial Officer
0.48%
$1,753,356
88,464 shares
05 May 2026
Timothy Popovich
3/4/5
Chief Operating Officer
0.31%
$1,151,799
58,113 shares
05 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 selling over the last 12 months. Net value: -$608,930.

Buys
$75,320
Insiders: 1
Sells
$684,250
Insiders: 1
Net
-$608,930
Shares: -4,500
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 4,000 Shares: 8,500
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 4,000 8,500 $75,320 $684,250 -$608,930
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-17 of 17 reporting-owner rows connected to Climb Global Solutions, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
17
Largest Forms 3/4/5 holder
Jeffrey R. Geygan
Net 12M change
-$608,930
Latest report
28 Jul 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Jeffrey R. Geygan Director $9,946,314 Mixed 18 Jun 2024
Dale Richard Foster Chief Executive Officer, Director $6,807,515 -$684,250 -9.1% Mixed 05 May 2026
Vito Legrottaglie Chief Information Officer $5,119,468 Mixed 13 Jun 2025
Andrew E. Clark Chief Financial Officer $4,085,963 Mixed 10 Jan 2025
Charles Edward Bass Chief Alliance Officer $2,531,410 Mixed 05 May 2026
Michael Vesey Vice President & CFO $2,105,417 Mixed 05 May 2021
John R. Mccarthy Director $1,853,982 +$75,320 +4.2% Mixed 02 Jun 2026
Matthew M. Sullivan Chief Financial Officer $1,753,356 Mixed 05 May 2026
Timothy Popovich Chief Operating Officer $1,151,799 Mixed 05 May 2026
Gerri Gold Director $1,122,891 Mixed 13 Jun 2025
Andrew S. Bryant Director $724,004 Mixed 02 Jun 2026
Paul G. Giovacchini Director $449,061 Mixed 02 Jun 2026
Carol DiBattiste Director $391,966 Mixed 03 Aug 2021
Kimberly Boren Director $341,037 Mixed 18 Jun 2024
Ross Crane Director $311,425 Mixed 03 Aug 2021
Greg Scorziello Director $178,525 Filing P/S 05 May 2025
Peter W. Bell Director $135,894 Median 28 Jul 2026

Recent insider transactions for Climb Global Solutions, Inc.

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
Peter W. Bell CLMB Common Stock Award 5,855 5,855 28 Jul 2026 Direct
Paul G. Giovacchini CLMB Common Stock Award 51.1% 7,665 22,657 02 Jun 2026 Direct
Andrew S. Bryant CLMB Common Stock Award 26.6% 7,665 36,529 02 Jun 2026 Direct
John R. Mccarthy CLMB Common Stock Award 8.93% 7,665 93,541 02 Jun 2026 Direct
Dale Richard Foster CLMB Common Stock Tax liability -0.26% -883 343,467 05 May 2026 Direct
Charles Edward Bass CLMB Common Stock Tax liability -0.5% -645 127,720 05 May 2026 Direct
Matthew M. Sullivan CLMB Common Stock Tax liability -0.63% -558 88,464 05 May 2026 Direct
Timothy Popovich CLMB Common Stock Tax liability -1.23% -725 58,113 05 May 2026 Direct
John R. Mccarthy CLMB Common Stock Purchase 4.89% $75,320 $18.83 4,000 85,876 04 May 2026 Direct
Charles Edward Bass CLMB Common Stock Award 13.1% 14,877 128,365 09 Apr 2026 Direct
Dale Richard Foster CLMB Common Stock Award 16.8% 49,590 344,350 09 Apr 2026 Direct
Matthew M. Sullivan CLMB Common Stock Award 17.6% 13,290 89,022 09 Apr 2026 Direct
Timothy Popovich CLMB Common Stock Award 25.4% 11,902 58,838 09 Apr 2026 Direct
Charles Edward Bass CLMB Common Stock Tax liability -0.72% -207 28,372 16 Mar 2026 Direct
Dale Richard Foster CLMB Common Stock Sale -10.3% $684,250 $80.50 -8,500 73,690 16 Mar 2026 Direct
Dale Richard Foster CLMB Common Stock Tax liability -0.77% -635 82,190 16 Mar 2026 Direct
Charles Edward Bass CLMB Common Stock Gift -3.25% -960 28,579 13 Mar 2026 Direct
Dale Richard Foster CLMB Common Stock Gift -1.6% -1,350 82,825 11 Mar 2026 Direct
Dale Richard Foster CLMB Common Stock Tax liability -6.56% -5,910 84,175 05 Mar 2026 Direct
Dale Richard Foster CLMB Common Stock Award 21% 15,662 90,085 05 Mar 2026 Direct
Charles Edward Bass CLMB Common Stock Tax liability -7.8% -2,500 29,539 05 Mar 2026 Direct
Charles Edward Bass CLMB Common Stock Award 25.6% 6,525 32,039 05 Mar 2026 Direct
Charles Edward Bass CLMB Common Stock Tax liability -2.13% -555 25,514 17 Feb 2026 Direct
Dale Richard Foster CLMB Common Stock Tax liability -2.17% -1,652 74,423 17 Feb 2026 Direct
Matthew M. Sullivan CLMB Common Stock Tax liability -0.78% -149 18,933 17 Feb 2026 Direct
Timothy Popovich CLMB Common Stock Tax liability -4.57% -562 11,734 17 Feb 2026 Direct
Charles Edward Bass CLMB Common Stock Tax liability -0.86% -227 26,069 05 Feb 2026 Direct
Dale Richard Foster CLMB Common Stock Tax liability -0.43% -328 76,075 05 Feb 2026 Direct
Matthew M. Sullivan CLMB Common Stock Tax liability -1.43% -276 19,082 05 Feb 2026 Direct
Timothy Popovich CLMB Common Stock Tax liability -2.36% -297 12,296 05 Feb 2026 Direct
Timothy Popovich CLMB Common Stock Tax liability -2.04% -262 12,593 05 Nov 2025 Direct
Matthew M. Sullivan CLMB Common Stock Tax liability -1.17% -230 19,358 05 Nov 2025 Direct
Charles Edward Bass CLMB Common Stock Tax liability -1.37% -365 26,296 05 Nov 2025 Direct
Dale Richard Foster CLMB Common Stock Tax liability -0.69% -529 76,403 05 Nov 2025 Direct
Charles Edward Bass CLMB Common Stock Tax liability -1.34% -362 26,661 05 Aug 2025 Direct
Dale Richard Foster CLMB Common Stock Tax liability -0.67% -519 76,932 05 Aug 2025 Direct
Matthew M. Sullivan CLMB Common Stock Tax liability -1.15% -227 19,588 05 Aug 2025 Direct
Timothy Popovich CLMB Common Stock Tax liability -1.98% -260 12,855 05 Aug 2025 Direct
* marks a reported price that did not pass the local price check.
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