As of March 23, 2026, the three largest insider holders of CLMB are Jeffrey Richart Geygan (Director, 161.55K shares), Jeffrey Richart Geygan (Director, 143.49K shares), Dale Richard Foster (Chief Executive Officer, 84.17K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Jeffrey Richart Geygan | 0 | 143,488 | 22 May, 2023 | |
| Dale Richard Foster | Chief Executive Officer | 73,690 | 0 | 16 Mar, 2026 |
| Vito Legrottaglie | Chief Information Officer | 48,265 | 0 | 13 Jun, 2025 |
| Charles Edward Bass | Chief Alliance Officer | 28,372 | 0 | 16 Mar, 2026 |
| Jeffrey Richart Geygan | 25,552 | 0 | 20 Jun, 2024 | |
| John R Mccarthy | 20,469 | 0 | 16 Jun, 2025 | |
| Matthew M Sullivan | Chief Financial Officer | 18,933 | 0 | 17 Feb, 2026 |
| Timothy Popovich | Chief Operating Officer | 11,734 | 0 | 17 Feb, 2026 |
| Gerri Gold | 10,464 | 0 | 16 Jun, 2025 | |
| Paul G Giovacchini | 3,748 | 0 | 16 Jun, 2025 | |
| Greg Scorziello | 1,774 | 0 | 06 May, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 13 Mar, 2026 | Charles Edward Bass | Common Stock | D | 960 | $0.00 | 28,579 | D | G |
| 16 Mar, 2026 | Dale Richard Foster | Common Stock | D | 635 | $80.54 | 82,190 | D | F |
| 16 Mar, 2026 | Dale Richard Foster | Common Stock | D | 8,500 | $80.50 | 73,690 | D | S |
| 16 Mar, 2026 | Charles Edward Bass | Common Stock | D | 207 | $80.54 | 28,372 | D | F |
| 11 Mar, 2026 | Dale Richard Foster | Common Stock | D | 1,350 | $0.00 | 82,825 | D | G |
| 05 Mar, 2026 | Dale Richard Foster | Common Stock | A | 15,662 | $0.00 | 90,085 | D | A |
| 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 |
| 05 Mar, 2026 | Dale Richard Foster | Common Stock | D | 5,910 | $89.34 | 84,175 | 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 | Dale Richard Foster | Common Stock | D | 1,652 | $121.05 | 74,423 | D | F |
| 17 Feb, 2026 | Matthew M Sullivan | Common Stock | D | 149 | $121.05 | 18,933 | D | F |
| 05 Feb, 2026 | Dale Richard Foster | Common Stock | D | 328 | $119.87 | 76,075 | D | F |
| 05 Feb, 2026 | Matthew M Sullivan | Common Stock | D | 276 | $119.87 | 19,082 | 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 Nov, 2025 | Charles Edward Bass | Common Stock | D | 365 | $113.25 | 26,296 | D | F |
| 05 Nov, 2025 | Dale Richard Foster | Common Stock | D | 529 | $113.25 | 76,403 | D | F |
| 05 Nov, 2025 | Timothy Popovich | Common Stock | D | 262 | $113.25 | 12,593 | D | F |