SEC ownership of Castellum, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001877939.

Comparable stake leader

Buckhout Laurie M.

Disclosed value leader

Jay O Wright

Comparable rows

0/48

Latest evidence

09 Sep 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 1 signal
Latest parsed ownership date
09 Sep 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001877939
Issuer location
Vienna, VA

Ownership snapshot

Top shareholders of Castellum, 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
Buckhout Laurie M.
Disclosed value leader
Jay O Wright
Comparable rows
0/48
Latest evidence
09 Sep 2026
3/4/5 13F Highest disclosed value: $7,491,721 48 rows are not safely comparable across share classes. Showing 1-8 of 48 holder rows.

Quick read

Jay O Wright has the largest disclosed position value at $7.49M.

0 of 48 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 Jay O Wright's linked filing trail.
Disclosed position value Top 5
Jay O Wright $7.49M
Mark C. Fuller $6.85M
VANGUARD CAPITAL MANAGEMENT LLC $2.23M
Emil Kaunitz $1.3M
Andrew Merriman $712.6K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-8 of 48 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Buckhout Laurie M.
3/4/5
10%+ Owner
class O/S missing
16,290 shares
23 Feb 2024
Jay O Wright
3/4/5
General Counsel, Secretary, Director, EVP - Strategy
class O/S missing
$7,491,721
7,134,973 shares
-$703,082 19 Dec 2025
Mark C. Fuller
3/4/5
Former Officer and Affiliate
class O/S missing
$6,847,298
6,113,659 shares
03 Sep 2025
VANGUARD CAPITAL MANAGEMENT LLC
13F
Company
13F
class O/S missing
$2,227,513
3,093,768 shares
30 Jun 2026
Emil Kaunitz
3/4/5
Director
class O/S missing
$1,298,906
1,999,856 shares
20 Dec 2022
Andrew Merriman
3/4/5
Chief Operating Officer
mixed-class rows
$712,639
863,531 shares
mixed-class rows
+$35,388 09 Sep 2026
Glen R. Ives
3/4/5
President, Chief Executive Officer
mixed-class rows
$657,937
974,508 shares
mixed-class rows
+$8,653 01 Jul 2026
Meridian Wealth Management, LLC
13F
Company
13F
class O/S missing
$621,418
863,200 shares
30 Jun 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: -$722,798.

Buys
$45,512
Insiders: 4
Sells
$768,310
Insiders: 2
Net
-$722,798
Shares: -622,132
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 71,868 Shares: 694,000
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 54,868 0 $33,951 $0 +$33,951
3-6 14,000 30,000 $9,166 $21,129 -$11,963
6-9 3,000 55,000 $2,395 $44,099 -$41,704
9-12 0 609,000 $0 $703,082 -$703,082

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-13 of 13 reporting-owner rows connected to Castellum, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
13
Largest Forms 3/4/5 holder
Jay O Wright
Net 12M change
-$722,797
Latest report
09 Sep 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Jay O Wright General Counsel, Secretary, Director, EVP - Strategy $7,491,721 -$703,082 -8.6% Filing P/S 19 Dec 2025
Mark C. Fuller Former Officer and Affiliate $6,847,298 Filing P/S 03 Sep 2025
Emil Kaunitz Director $1,298,906 Mixed 20 Dec 2022
Andrew Merriman Chief Operating Officer $712,639 +$35,388 +5.2% Mixed 09 Sep 2026
Glen R. Ives President, Chief Executive Officer $657,937 +$8,653 +1.3% Mixed 01 Jul 2026
Charles Thomas McMillen Director $162,703 -$65,228 -29% Filing P/S 25 Mar 2026
Patricia Frost Director $40,867 Mixed 21 Mar 2023
David T. Bell Chief Financial Officer, Treasurer $10,560 +$736 +7.5% Filing P/S 01 Jul 2026
Tammy L. Martin General Counsel and Secretary $9,198 +$736 +8.7% Filing P/S 01 Jul 2026
Mark S. Alarie Director Mixed 11 Nov 2025
Buckhout Laurie M. 10%+ Owner Mixed 23 Feb 2024
Bernard S. Champoux Director Mixed 11 Nov 2025
John F. Campbell Director Mixed 11 Nov 2025

Recent insider transactions for Castellum, 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
Andrew Merriman CTM Common Stock Purchase 9.28% $30,972 $0.6194 50,000 588,531 09 Sep 2026 Direct
Andrew Merriman CTM Common Stock Purchase 0.22% $736 $0.6120 1,202 538,531 01 Jul 2026 Direct
David T. Bell CTM Common Stock Purchase 7.49% $736 $0.6120 1,202 17,255 01 Jul 2026 Direct
Tammy L. Martin CTM Common Stock Purchase 8.69% $736 $0.6120 1,202 15,031 01 Jul 2026 Direct
Glen R. Ives CTM Common Stock Purchase 0.63% $772 $0.6120 1,262 200,878 01 Jul 2026 Direct
Glen R. Ives CTM Stock Options Award 773,630 773,630 01 Jul 2026 Direct
Tammy L. Martin CTM Common Stock Award 10.6% 1,329 13,829 31 Mar 2026 Direct
David T. Bell CTM Common Stock Award 9.03% 1,329 16,053 31 Mar 2026 Direct
Andrew Merriman CTM Common Stock Award 0.25% 1,329 537,329 31 Mar 2026 Direct
Glen R. Ives CTM Common Stock Purchase 1.01% $1,231 $0.6157 2,000 199,616 27 Mar 2026 Direct
Andrew Merriman CTM Common Stock Purchase 0.37% $1,285 $0.6426 2,000 536,000 27 Mar 2026 Direct
Glen R. Ives CTM Common Stock Purchase 5.33% $6,649 $0.6649 10,000 197,616 26 Mar 2026 Direct
C. Thomas McMillen CTM Common Stock Sale -11.5% $21,129 $0.7043 -30,000 231,015 25 Mar 2026 Direct
C. Thomas McMillen CTM Common Stock Sale -17.4% $44,099 $0.8018 -55,000 261,015 18 Mar 2026 Direct
Andrew Merriman CTM Common Stock Purchase 0.56% $2,395 $0.7983 3,000 534,000 18 Mar 2026 Direct
Jay O Wright CTM Common Stock Sale -0.42% $31,500 $1.05 -30,000 7,134,973 19 Dec 2025 Direct
Jay O Wright CTM Common Stock Sale -0.17% $12,876 $1.07 -12,000 7,164,973 16 Dec 2025 Direct
Jay O Wright CTM Common Stock Sale -0.08% $6,618 $1.10 -6,000 7,176,973 15 Dec 2025 Direct
Jay O Wright CTM Common Stock Sale -0.15% $12,749 $1.16 -11,000 7,182,973 12 Dec 2025 Direct
Jay O Wright CTM Common Stock Sale -0.69% $58,050 $1.16 -50,000 7,193,973 11 Dec 2025 Direct
Jay O Wright CTM Common Stock Sale -1.72% $153,289 $1.21 -127,000 7,243,973 10 Dec 2025 Direct
Jay O Wright CTM Common Stock Sale -0.47% $36,750 $1.05 -35,000 7,370,973 01 Dec 2025 Direct
Jay O Wright CTM Common Stock Sale -0.24% $18,990 $1.06 -18,000 7,405,973 28 Nov 2025 Direct
Jay O Wright CTM Common Stock Sale -0.13% $11,560 $1.16 -10,000 7,423,973 17 Nov 2025 Direct
Jay O Wright CTM Common Stock Sale -1.2% $103,500 $1.15 -90,000 7,433,973 14 Nov 2025 Direct
Jay O Wright CTM Common Stock Sale -2.08% $186,400 $1.16 -160,000 7,523,973 13 Nov 2025 Direct
John F. Campbell CTM Stock Options Award 100,000 100,000 11 Nov 2025 Direct
Glen R. Ives CTM Stock Options Award 500,000 500,000 11 Nov 2025 Direct
David T. Bell CTM Stock Options Award 225,000 225,000 11 Nov 2025 Direct
Andrew Merriman CTM Stock Options Award 275,000 275,000 11 Nov 2025 Direct
Bernard S. Champoux CTM Stock Options Award 100,000 100,000 11 Nov 2025 Direct
Mark S. Alarie CTM Stock Options Award 100,000 100,000 11 Nov 2025 Direct
C. Thomas McMillen CTM Stock Options Award 100,000 100,000 11 Nov 2025 Direct
Jay O Wright CTM Common Stock Sale -0.77% $70,800 $1.18 -60,000 7,683,973 11 Nov 2025 Direct
* marks a reported price that did not pass the local price check.
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