Comparable stake leader
Alta Partners LLC
SEC ownership of Binah Capital Group, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001953984.
Disclosed value leader
Craig Gould
Comparable rows
15/21
Latest evidence
30 Jun 2026
- Public ticker
- BCGWW, BCG 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
-
Alta Partners LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
15 of 21
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Alta Partners LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001953984
- Issuer location
- New York, NY
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Binah Capital Group, 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
Alta Partners LLC
Disclosed value leader
Craig Gould
Comparable rows
15/21
Latest evidence
30 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 5.5%
6 rows are not safely comparable across share classes.
13D/G row: Alta Partners LLC
Showing 1-8 of 21 holder rows.
Quick read
Alta Partners LLC leads the comparable SEC ownership view at 5.5%.
15 of 21 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 Alta Partners LLC's linked filing trail.
Comparable ownership
Top 5
Alta Partners LLC
5.5%
Wentworth Funding, LLC
5.3%
VANGUARD CAPITAL MANAGEMENT LLC
0.73%
GEODE CAPITAL MANAGEMENT, LLC
0.23%
GRIMES & Co WEALTH MANAGEMENT, LLC
0.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 21 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Alta Partners LLC |
13D/G
|
5.5%
|
$1,698,408
970,519 shares
|
$0 | 27 Feb 2025 |
| Wentworth Funding, LLC |
13D/G
|
5.3%
|
$1,378,265
894,977 shares
|
-$489,058 | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
0.73%
|
$190,895
123,958 shares
|
— | 30 Jun 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.23%
|
$60,716
39,426 shares
|
— | 30 Jun 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC |
13F
Company
|
0.2%
|
$51,562
33,482 shares
|
— | 30 Jun 2026 |
| CITADEL ADVISORS LLC |
13F
Company
|
0.19%
|
$49,888
32,395 shares
|
— | 30 Jun 2026 |
| STATE STREET CORP |
13F
Company
|
0.15%
|
$38,654
25,100 shares
|
— | 30 Jun 2026 |
| VANGUARD FIDUCIARY TRUST CO |
13F
Company
|
0.13%
|
$33,885
22,003 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 buying over the last 12 months. Net value: +$17,759.
Buys
$17,759
Insiders: 2
Sells
$0
Insiders: 0
Net
+$17,759
Shares: +11,000
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 11,000
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 6,000 | 0 | $10,020 | $0 | +$10,020 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 5,000 | 0 | $7,739 | $0 | +$7,739 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-6 of 6 reporting-owner rows connected to Binah Capital Group, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
6
Largest Forms 3/4/5 holder
Craig Gould
Net 12M change
+$17,759
Latest report
19 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Craig Gould | Chief Executive Officer, Director | $1,713,442 | +$12,779 | +0.75% | Filing P/S | 19 May 2026 |
| David M. Shane | Chief Financial Officer, Director | $4,979 | +$4,980 | +100% | Filing P/S | 19 May 2026 |
| Daniel Hynes | Director | Mixed | 30 Jun 2025 | |||
| Joel E. Marks | Director | Mixed | 30 Jun 2025 | |||
| MHC Securities LLC | 10%+ Owner | Mixed | 15 Mar 2024 | |||
| David F. Crane II | Director | Mixed | 30 Jun 2025 |
Recent insider transactions for Binah Capital Group, 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Craig Gould | BCG | Common Stock | Purchase | 0.3% | $5,040 | $1.68 | 3,000 | 1,019,906 | 19 May 2026 | Direct |
| David M. Shane | BCG | Common Stock | Purchase | $4,980 | $1.66 | 3,000 | 3,000 | 19 May 2026 | Direct | |
| Craig Gould | BCG | Common Stock | Award | 10.3% | 94,828 | 1,016,906 | 25 Feb 2026 | Direct | ||
| Craig Gould | BCG | Common Stock | Purchase | 0.55% | $7,739 | $1.55 | 5,000 | 922,078 | 17 Nov 2025 | Direct |
* marks a reported price that did not pass the local price check.