Comparable stake leader
BARD ASSOCIATES INC
SEC ownership of CALLAN JMB INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002032545.
Disclosed value leader
Wayne D. Williams
Comparable rows
17/19
Latest evidence
30 Jun 2026
- Public ticker
- CJMB 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
-
BARD ASSOCIATES INC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
17 of 19
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
BARD ASSOCIATES INC
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
- 0002032545
- Issuer location
- Spring Branch, TX
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 CALLAN JMB 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
BARD ASSOCIATES INC
Disclosed value leader
Wayne D. Williams
Comparable rows
17/19
Latest evidence
30 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 4.3%
2 rows are not safely comparable across share classes.
13D/G row: BARD ASSOCIATES INC
Showing 1-8 of 19 holder rows.
Quick read
BARD ASSOCIATES INC leads the comparable SEC ownership view at 4.3%.
17 of 19 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 BARD ASSOCIATES INC's linked filing trail.
Comparable ownership
Top 5
BARD ASSOCIATES INC
4.3%
Wayne D. Williams
43%
David J. Croyle
14%
Creative Planning
4.6%
CITADEL ADVISORS LLC
0.58%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 19 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BARD ASSOCIATES INC |
13D/G
13F
Company
|
4.3%
|
$301,475
239,266 shares
|
-$8,084 | 13 May 2026 |
| Wayne D. Williams |
3/4/5
CEO, Chairman and President, Director, 10%+ Owner
|
43%
|
$5,855,785
2,377,468 shares
|
+$109,258 | 16 Dec 2025 |
| David J. Croyle |
3/4/5
Chief Medical Officer, 10%+ Owner
|
14%
|
$1,400,000
800,000 shares
|
+$43,928 | 20 Mar 2026 |
| Creative Planning |
13F
Company
|
4.6%
|
$205,577
255,693 shares
|
— | 30 Jun 2026 |
| CITADEL ADVISORS LLC |
13F
Company
|
0.58%
|
$25,797
32,086 shares
|
— | 30 Jun 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC |
13F
Company
|
0.45%
|
$20,100
25,000 shares
|
— | 30 Jun 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.28%
|
$12,599
15,672 shares
|
— | 30 Jun 2026 |
| Financial Plan, Inc. |
13F
Company
|
0.24%
|
$10,854
13,500 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: +$165,549.
Buys
$165,549
Insiders: 4
Sells
$0
Insiders: 0
Net
+$165,549
Shares: +103,855
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 103,855
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 25,000 | 0 | $43,928 | $0 | +$43,928 |
| 6-9 | 78,855 | 0 | $121,621 | $0 | +$121,621 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-7 of 7 reporting-owner rows connected to CALLAN JMB INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
7
Largest Forms 3/4/5 holder
Wayne D. Williams
Net 12M change
+$165,549
Latest report
27 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Wayne D. Williams | CEO, Chairman and President, Director, 10%+ Owner | $5,855,785 | +$109,258 | +1.9% | Mixed | 16 Dec 2025 |
| David J. Croyle | Chief Medical Officer, 10%+ Owner | $1,400,000 | +$43,928 | +3.2% | Filing P/S | 20 Mar 2026 |
| Gerald Dial | Director | $109,144 | +$10,029 | +10% | Mixed | 27 May 2026 |
| Liberty Smith Duke | Director | $102,298 | +$2,334 | +2.3% | Mixed | 08 Dec 2025 |
| Mark Meller | Director | Mixed | 04 Feb 2025 | |||
| Jeffrey Appleman | Chief Financial Officer | Mixed | 04 Feb 2025 | |||
| Eric L. Kash | Executive Vice President, Director | Mixed | 04 Feb 2025 |
Recent insider transactions for CALLAN JMB 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| David J. Croyle | CJMB | Common Stock | Purchase | 1.29% | $17,841 | $1.75 | 10,195 | 800,000 | 20 Mar 2026 | By Rollover IRA |
| David J. Croyle | CJMB | Common Stock | Purchase | 1.91% | $26,086 | $1.76 | 14,805 | 789,805 | 06 Mar 2026 | By Rollover IRA |
| Gerald Dial | CJMB | Common Stock | Purchase | 500% | $7,620 | $0.7620 | 10,000 | 12,000 | 30 Dec 2025 | Direct |
| Gerald Dial | CJMB | Common Stock | Purchase | $2,409 | $1.20 | 2,000 | 2,000 | 30 Dec 2025 | Direct | |
| Wayne D. Williams | CJMB | Common Stock | Purchase | 6.3% | $8,650 | $1.73 | 5,000 | 84,355 | 16 Dec 2025 | By Health Hero America, LLC |
| Wayne D. Williams | CJMB | Common Stock | Purchase | 15.8% | $18,377 | $1.70 | 10,810 | 79,355 | 15 Dec 2025 | By Health Hero America, LLC |
| Wayne D. Williams | CJMB | Common Stock | Purchase | 0.22% | $8,620 | $1.75 | 4,926 | 2,267,488 | 12 Dec 2025 | Direct |
| Wayne D. Williams | CJMB | Common Stock | Purchase | $111 | $1.79 | 62 | 2,262,562 | 11 Dec 2025 | Direct | |
| Wayne D. Williams | CJMB | Common Stock | Purchase | 81.9% | $50,912 | $1.65 | 30,856 | 68,545 | 11 Dec 2025 | By Health Hero America, LLC |
| Wayne D. Williams | CJMB | Common Stock | Purchase | 54.8% | $22,587 | $1.65 | 13,689 | 38,689 | 10 Dec 2025 | By Health Hero America, LLC |
| Liberty Smith Duke | CJMB | Common Stock | Purchase | 68% | $930 | $1.52 | 612 | 1,512 | 09 Dec 2025 | Direct |
| Liberty Smith Duke | CJMB | Common Stock | Purchase | $1,404 | $1.56 | 900 | 900 | 08 Dec 2025 | Direct |
* marks a reported price that did not pass the local price check.