As of June 11, 2026, Climb Global Solutions's top three insider holders are Dale Richard Foster (Chief Executive Officer, 344.35K shares), Jeffrey Richart Geygan (Director, 143.49K shares), Charles Edward Bass (Chief Alliance Officer, 128.37K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Andrew S Bryant | - | 12,030 | 0 | 22 Aug, 2023 |
| Andrew E Clark | Chief Financial Officer | 37,840 | 0 | 14 Jan, 2025 |
| Vito Legrottaglie | Vp Chief Information Officer | 54,446 | 0 | 08 Aug, 2022 |
| Carol Dibattiste | - | 8,322 | 0 | 09 Aug, 2021 |
| Kimberly Boren | - | 5,796 | 0 | 20 Jun, 2024 |
| Dale Richard Foster | Chief Executive Officer | 344,350 | 0 | 10 Apr, 2026 |
| Charles Edward Bass | Chief Alliance Officer | 128,365 | 0 | 10 Apr, 2026 |
| Ross Crane | - | 6,612 | 0 | 05 Aug, 2021 |
| Jeffrey Richart Geygan | - | 0 | 143,488 | 22 May, 2023 |
| John R Mccarthy | - | 12,210 | 0 | 03 Aug, 2022 |
| Gerri Gold | - | 10,464 | 0 | 16 Jun, 2025 |
| Matthew M Sullivan | Chief Financial Officer | 89,022 | 0 | 10 Apr, 2026 |
| Greg Scorziello | - | 3,224 | 0 | 03 Aug, 2022 |
| Timothy Popovich | Chief Operating Officer | 58,838 | 0 | 10 Apr, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 09 Apr, 2026 | Charles Edward Bass | Common Stock | A | 14,877 | $0.00 | 128,365 | D | A |
| 09 Apr, 2026 | Matthew M Sullivan | Common Stock | A | 13,290 | $0.00 | 89,022 | D | A |
| 09 Apr, 2026 | Dale Richard Foster | Common Stock | A | 49,590 | $0.00 | 344,350 | D | A |
| 09 Apr, 2026 | Timothy Popovich | Common Stock | A | 11,902 | $0.00 | 58,838 | D | A |
| 09 Apr, 2026 | Timothy Popovich | Common Stock | A | 11,902 | $0.00 | 58,838 | D | A |
| 13 Mar, 2026 | Charles Edward Bass | Common Stock | D | 960 | $0.00 | 28,579 | D | G |
| 16 Mar, 2026 | Charles Edward Bass | Common Stock | D | 207 | $80.54 | 28,372 | D | F |
| 05 Mar, 2026 | Charles Edward Bass | Common Stock | A | 6,525 | $0.00 | 32,039 | D | A |
| 05 Mar, 2026 | Charles Edward Bass | Common Stock | D | 2,500 | $89.34 | 29,539 | D | F |
| 17 Feb, 2026 | Charles Edward Bass | Common Stock | D | 555 | $121.05 | 25,514 | D | F |
| 17 Feb, 2026 | Timothy Popovich | Common Stock | D | 562 | $121.05 | 11,734 | D | F |
| 17 Feb, 2026 | Matthew M Sullivan | Common Stock | D | 149 | $121.05 | 18,933 | D | F |
| 17 Feb, 2026 | Timothy Popovich | Common Stock | D | 562 | $121.05 | 11,734 | D | F |
| 17 Feb, 2026 | Timothy Popovich | Common Stock | D | 562 | $121.05 | 11,734 | D | F |
| 05 Feb, 2026 | Timothy Popovich | Common Stock | D | 297 | $119.87 | 12,296 | D | F |
| 05 Feb, 2026 | Timothy Popovich | Common Stock | D | 297 | $119.87 | 12,296 | D | F |
| 05 Feb, 2026 | Charles Edward Bass | Common Stock | D | 227 | $119.87 | 26,069 | D | F |
| 05 Feb, 2026 | Timothy Popovich | Common Stock | D | 297 | $119.87 | 12,296 | D | F |
| 05 Feb, 2026 | Matthew M Sullivan | Common Stock | D | 276 | $119.87 | 19,082 | D | F |
| 05 Nov, 2025 | Timothy Popovich | Common Stock | D | 262 | $113.25 | 12,593 | D | F |