CLMB's three largest insider shareholders as of April 22, 2026 are Dale Richard Foster (Chief Executive Officer, 344.35K shares), Jeffrey Richart Geygan (Director, 161.55K shares), Charles Edward Bass (Chief Alliance Officer, 128.37K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Dale Richard Foster | Chief Executive Officer | 344,350 | 0 | 10 Apr, 2026 |
| Jeffrey Richart Geygan | - | 21,235 | 140,315 | 25 Aug, 2022 |
| Charles Edward Bass | Chief Alliance Officer | 128,365 | 0 | 10 Apr, 2026 |
| Matthew M Sullivan | Chief Financial Officer | 89,022 | 0 | 10 Apr, 2026 |
| Timothy Popovich | Chief Operating Officer | 58,838 | 0 | 10 Apr, 2026 |
| Vito Legrottaglie | Chief Information Officer | 48,265 | 0 | 13 Jun, 2025 |
| Andrew E Clark | Chief Financial Officer | 37,840 | 0 | 14 Jan, 2025 |
| John R Mccarthy | - | 20,469 | 0 | 16 Jun, 2025 |
| Andrew S Bryant | - | 12,030 | 0 | 22 Aug, 2023 |
| Timothy Popovich | Chief Operating Officer | 11,734 | 0 | 17 Feb, 2026 |
| Gerri Gold | - | 10,464 | 0 | 16 Jun, 2025 |
| Carol Dibattiste | - | 8,322 | 0 | 09 Aug, 2021 |
| Andrew S Bryant | - | 7,216 | 0 | 16 Jun, 2025 |
| Ross Crane | - | 6,612 | 0 | 05 Aug, 2021 |
| Kimberly Boren | - | 5,796 | 0 | 20 Jun, 2024 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 09 Apr, 2026 | Charles Edward Bass | Common Stock | A | 14,877 | $0.00 | 128,365 | 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 | Matthew M Sullivan | Common Stock | A | 13,290 | $0.00 | 89,022 | 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 | 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 | Charles Edward Bass | Common Stock | D | 555 | $121.05 | 25,514 | 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 | Matthew M Sullivan | Common Stock | D | 230 | $113.25 | 19,358 | D | F |
| 05 Nov, 2025 | Timothy Popovich | Common Stock | D | 262 | $113.25 | 12,593 | D | F |
| 05 Nov, 2025 | Charles Edward Bass | Common Stock | D | 365 | $113.25 | 26,296 | D | F |
| 05 Aug, 2025 | Matthew M Sullivan | Common Stock | D | 227 | $107.32 | 19,588 | D | F |
| 05 Aug, 2025 | Timothy Popovich | Common Stock | D | 260 | $107.32 | 12,855 | D | F |
| 05 Aug, 2025 | Charles Edward Bass | Common Stock | D | 362 | $107.32 | 26,661 | D | F |