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Climb Global Solutions, Inc. (CLMB)
USD25.37
-0.36 (-1.40%)
US NASDAQ Technology Technology Distributors
Address
4 Industrial Way West 7724
Eatontown, NJ, US
Eatontown, NJ, US
CEO
Dale Richard Foster
Website
climbglobalsolutions.com
IPO
1995-07-18
CIK 945983 ISIN US9467601053
Also trades on
NASDAQ Global Market · CLMB (USD)
NASDAQ Global Market · WSTG (USD)
Description
Climb Global Solutions Inc. operates as a comprehensive, value-added information technology (IT) distribution and solutions provider with a global footprint, serving clients across the United States, Canada, Europe, and the United Kingdom, as well as other international markets. The company's operations are divided into two main divisions: Distribution and Solutions. Within its Distribution segment, Climb supplies technical software and hardware to a wide range of partners, including corporate resellers, value-added resellers (VARs), consultants, and systems integrators, primarily under its "Climb Channel Solutions" and "Sigma Software Distribution" brands. Its "TechXtend" and "Grey Matter" divisions focus on distributing software, hardware, and associated services. Beyond its distribution channels, Climb Global Solutions also functions as a reseller of computer software and hardware developed by third parties, and it delivers technical services directly to end-user customers. Its extensive product catalog encompasses offerings from numerous software vendors, providing essential tools for areas such as virtualization and cloud computing, cybersecurity, networking, data storage, infrastructure management, and application lifecycle management (ALM), alongside a variety of computer hardware. To engage its diverse clientele, Climb Global Solutions Inc. employs a multi-faceted marketing strategy. This includes leveraging its dedicated websites, hosting both local and online seminars, participating in industry events and webinars, utilizing social media platforms, and conducting direct email campaigns alongside traditional printed materials. The company specializes in delivering IT distribution and solutions tailored for businesses operating in critical sectors such as cybersecurity, data management, cloud infrastructure, network connectivity, storage (including hyperconverged infrastructure or HCI), virtualization, and software development/ALM. Climb Global Solutions Inc. was originally established in 1982 under the name Wayside Technology Group, Inc., and officially adopted its current corporate identity in October 2022. Its corporate headquarters are situated in Eatontown, New Jersey.
News Sentiment (7d)
Based on only 2 articles — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD25.37
-0.36 (-1.40%)
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Volume Profile
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Liquidity & share structure
Average Volume
173.0K
Beta
1.10
Float Shares
16.11M
Free Float %
87.3%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.79% | +1.07% | -7.49% | -32.19% | -28.56% | -23.11% | -27.96% | +63.31% | +225.00% | +375.00% | +618.55% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (1 ratings, all time)
Buy
Price Targets & DCF
Current price
25.37
DCF (Unlevered)
42.75
+68.5%
DCF (Levered)
49.17
+93.8%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 2 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
2.74
Grey zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
4 / 5
High
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Technology Distributors: +13.3%+40.1% ★ Q1'26: +32.1% (vs Q1'25)
-
EPS growth Technology Distributors: +17.0%+14.3% Q1'26: -11.1% (vs Q1'25)
-
FCF margin FCF growth · Technology Distributors: +18.6%+1.2% Q1'26: +9.0% (vs Q1'25)
-
EBIT margin Technology Distributors: +4.3%+4.3% ★ Q1'26: +2.1% (vs Q1'25)
-
ROIC Technology Distributors: +7.9%+25.6% ★ Q1'26: +15.8% (vs Q1'25)
-
Share dilution Technology Distributors: +0.1%+1.3% Q1'26: +1.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Technology Distributors: -0.39×0.10× ★ Q1'26: 0.08× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 1 EPS Ana. |
Dec 2027 2 Rev. Ana. 2 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
304.35M
est: 300.08M (+1.4%)
|
352.01M
est: 334.22M (+5.3%)
|
465.61M
est: 418.22M (+11.3%)
|
652.52M
est: 626.59M (+4.1%)
|
731.49M
724.64M – 737.79M
+16.7% YoY
|
791.75M
784.35M – 798.58M
+8.2% YoY
|
845.00M
837.10M – 852.29M
+6.7% YoY
|
627.40M
621.53M – 632.81M
-25.8% YoY
|
| EBITDA |
19.01M
est: 16.50M (+15.2%)
|
20.28M
est: 18.38M (+10.4%)
|
35.01M
est: 25.06M (+39.7%)
|
35.65M
est: 37.55M (-5.1%)
|
43.84M
43.43M – 44.21M
+16.7% YoY
|
47.45M
47.00M – 47.86M
+8.2% YoY
|
50.64M
50.17M – 51.08M
+6.7% YoY
|
37.60M
37.25M – 37.92M
-25.8% YoY
|
| EBIT |
16.53M
est: 14.27M (+15.8%)
|
17.12M
est: 15.90M (+7.7%)
|
30.30M
est: 21.20M (+42.9%)
|
27.92M
est: 31.76M (-12.1%)
|
37.08M
36.73M – 37.40M
+16.7% YoY
|
40.14M
39.76M – 40.48M
+8.2% YoY
|
42.84M
42.43M – 43.21M
+6.7% YoY
|
31.80M
31.51M – 32.08M
-25.8% YoY
|
| Net Income |
12.18M
est: 11.74M (+3.7%)
|
12.32M
est: 10.05M (+22.7%)
|
18.61M
est: 18.72M (-0.6%)
|
21.33M
est: 21.81M (-2.2%)
|
25.14M
24.85M – 25.44M
+15.3% YoY
|
31.95M
31.58M – 32.33M
+27.1% YoY
|
41.98M
41.47M – 42.45M
+31.4% YoY
|
33.39M
32.98M – 33.76M
-20.5% YoY
|
| SGA |
34.14M
est: 34.49M (-1.0%)
|
44.33M
est: 38.41M (+15.4%)
|
56.51M
est: 48.24M (+17.1%)
|
67.55M
est: 72.27M (-6.5%)
|
84.37M
83.58M – 85.10M
+16.7% YoY
|
91.33M
90.47M – 92.11M
+8.2% YoY
|
97.47M
96.56M – 98.31M
+6.7% YoY
|
72.37M
71.69M – 72.99M
-25.8% YoY
|
| EPS |
0.70
est: 2.63 (-73.3%)
|
0.68
est: 2.25 (-69.7%)
|
1.02
est: 1.04 (-1.9%)
|
1.16
est: 1.21 (-3.7%)
|
1.39
1.37 – 1.41
+15.4% YoY
|
1.77
1.75 – 1.79
+27.1% YoY
|
2.32
2.29 – 2.35
+31.3% YoY
|
1.85
1.82 – 1.87
-20.5% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-05 | Barrington Research | Outperform | Outperform | Maintain |
| 2026-04-21 | Barrington Research | Outperform | Outperform | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | A | 4/5 | 5/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-08 | A | 4/5 | 5/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-07 | A | 4/5 | 5/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-06 | A | 4/5 | 5/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-05 | A | 4/5 | 5/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-04 | A | 4/5 | 5/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-01 | A | 4/5 | 5/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 |
| 2026-04-30 | A | 4/5 | 5/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 |
| 2026-04-29 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-15 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
27.30M
OE per share TTM
1.50
Owner's Yield
7.58%
Maintenance CapEx ratio
14.80%
Maint CapEx / Avg PPE
2.2%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
26
Total invested
21.96M
Insider transactions (90d)
0
Beneficial owners (>5%)
1
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 300.5K | 6.60% | 298.6K | — | 300.5K | — | HC | Delaware | 2024-01-29 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
26
-109 vs prev Q
New positions
5
Closed positions
114
Increased
26
Reduced
0
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 301.2K +4.1K (+1.4%) | 30.96M -9.1M (-22.7%) | 6.64% +0.068 pp | 0.00% 0.000 pp | USD99.79 +3.0% | 6 qtrs — |
| 2 | WASATCH ADVISORS LP | 281.2K -21.7K (-7.2%) | 28.90M -11.9M (-29.2%) | 6.20% -0.501 pp | 0.17% -0.048 pp | USD91.02 +12.9% | 10 qtrs — |
| 3 | DE LISLE PARTNERS LLP | 247.0K +6.4K (+2.7%) | 25.43M -7.0M (-21.6%) | 5.45% +0.124 pp | 3.27% -0.717 pp | USD84.31 +21.9% | 8 qtrs — |
| 4 | VANGUARD GROUP INC | 234.5K +3.0K (+1.3%) | 24.11M -7.1M (-22.8%) | 5.17% +0.050 pp | 0.00% 0.000 pp | USD36.71 +180.0% | 50 qtrs — |
| 5 | ALTRAVUE CAPITAL, LLC | 189.9K +87.4K (+85.3%) | 19.51M +5.7M (+41.2%) | 4.19% +1.919 pp | 1.61% +0.462 pp | USD120.09 -14.4% | 2 qtrs — |
| 6 | THRIVENT FINANCIAL FOR LUTHERANS | 145.4K +42.9K (+41.9%) | 14.95M +1.1M (+8.2%) | 3.21% +0.939 pp | 0.03% -0.001 pp | USD112.35 -8.5% | 4 qtrs — |
| 7 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 134.7K +6.4K (+5.0%) | 13.85M -3.5M (-20.0%) | 2.97% +0.131 pp | 0.81% -0.195 pp | USD41.11 +150.0% | 22 qtrs — |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 130.2K -9.5K (-6.8%) | 13.38M -5.5M (-29.0%) | 2.87% -0.220 pp | 0.02% -0.004 pp | USD22.93 +348.3% | 78 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 129.2K +21.8K (+20.3%) | 13.28M -1.2M (-8.3%) | 2.85% +0.472 pp | 0.00% 0.000 pp | USD62.11 +65.5% | 47 qtrs — |
| 10 | TIETON CAPITAL MANAGEMENT, LLC | 112.0K +51.1K (+83.9%) | 11.51M +3.3M (+40.2%) | 2.47% +1.122 pp | 3.94% +1.087 pp | USD73.39 +40.1% | 10 qtrs — |
| 11 | DIMENSIONAL FUND ADVISORS LP | 102.0K -1.2K (-1.1%) | 10.48M -3.4M (-24.6%) | 2.25% -0.033 pp | 0.00% -0.001 pp | USD21.17 +385.5% | 51 qtrs — |
| 12 | STATE STREET CORP | 92.5K -443.0 (-0.5%) | 9.51M -3.0M (-24.1%) | 2.04% -0.017 pp | 0.00% 0.000 pp | USD74.81 +37.4% | 19 qtrs — |
| 13 | BALLAST ASSET MANAGEMENT, LP | 76.9K -2.9K (-3.7%) | 7.90M -2.9M (-26.6%) | 1.69% -0.071 pp | 3.73% -1.178 pp | USD49.82 +106.3% | 10 qtrs — |
| 14 | HERALD INVESTMENT MANAGEMENT LTD | 75.0K +25.0K (+50.0%) | 7.71M +968.3K (+14.4%) | 1.65% +0.548 pp | 1.01% +0.109 pp | USD124.16 -17.2% | 2 qtrs — |
| 15 | ROYCE & ASSOCIATES LP | 74.5K +3.7K (+5.2%) | 7.65M -1.9M (-19.8%) | 1.64% +0.077 pp | 0.08% -0.018 pp | USD107.86 -4.7% | 7 qtrs — |
| 16 | POLAR ASSET MANAGEMENT PARTNERS INC. | 71.9K +19.1K (+36.2%) | 7.39M +270.3K (+3.8%) | 1.58% +0.417 pp | 0.09% +0.014 pp | USD106.08 -3.1% | 4 qtrs — |
| 17 | CHOREO, LLC | 61.6K +1.4K (+2.2%) | 6.37M -1.8M (-21.6%) | 1.36% +0.025 pp | 0.08% -0.025 pp | USD66.94 +53.6% | 7 qtrs — |
| 18 | OBERWEIS ASSET MANAGEMENT INC/ | 52.0K +19.5K (+59.9%) | 5.34M +958.7K (+21.9%) | 1.15% +0.427 pp | 0.20% +0.028 pp | USD107.15 -4.1% | 4 qtrs — |
| 19 | APTUS CAPITAL ADVISORS, LLC | 48.1K +207.0 (+0.4%) | 4.95M -1.5M (-23.4%) | 1.06% +0.001 pp | 0.04% -0.012 pp | USD122.38 -16.0% | 4 qtrs — |
| 20 | SEI INVESTMENTS CO | 44.3K +44.3K (+100.0%) | 4.55M +4.6M (+100.0%) | 0.98% +0.977 pp | 0.00% +0.005 pp | USD102.79 +0.0% | 1 qtrs NEW |
| 21 | NORTHERN TRUST CORP | 41.9K -1.0K (-2.4%) | 4.31M -1.5M (-25.6%) | 0.92% -0.026 pp | 0.00% 0.000 pp | USD36.92 +178.4% | 51 qtrs — |
| 22 | LEGATO CAPITAL MANAGEMENT LLC | 40.4K +18.7K (+86.2%) | 4.15M +1.2M (+41.9%) | 0.89% +0.411 pp | 0.36% +0.039 pp | USD120.00 -14.3% | 2 qtrs — |
| 23 | NEW YORK STATE COMMON RETIREMENT FUND | 38.3K +16.9K (+78.6%) | 3.94M +1.0M (+36.2%) | 0.85% +0.371 pp | 0.01% +0.002 pp | USD115.77 -11.2% | 11 qtrs — |
| 24 | MORGAN STANLEY | 33.2K -5.3K (-13.8%) | 3.41M -1.8M (-34.3%) | 0.73% -0.120 pp | 0.00% 0.000 pp | USD93.99 +9.4% | 48 qtrs — |
| 25 | CSM ADVISORS, LLC | 33.1K +40.0 (+0.1%) | 3.40M -1.1M (-23.7%) | 0.73% -0.002 pp | 0.09% -0.032 pp | USD106.90 -3.8% | 3 qtrs — |
| 26 | RHUMBLINE ADVISERS | 30.5K -2.8K (-8.6%) | 3.13M -1.4M (-30.3%) | 0.67% -0.065 pp | 0.00% -0.001 pp | USD122.76 -16.3% | 11 qtrs — |
| 27 | BANK OF NEW YORK MELLON CORP | 30.0K +1.9K (+6.7%) | 3.08M -707.4K (-18.7%) | 0.66% +0.040 pp | 0.00% 0.000 pp | USD55.07 +86.7% | 17 qtrs — |
| 28 | CANADA PENSION PLAN INVESTMENT BOARD | 24.9K +3.4K (+15.8%) | 2.56M -339.6K (-11.7%) | 0.55% +0.073 pp | 0.00% 0.000 pp | USD130.46 -21.2% | 2 qtrs — |
| 29 | UBS GROUP AG | 23.0K +9.9K (+75.9%) | 2.36M +599.5K (+34.1%) | 0.51% +0.217 pp | 0.00% +0.000 pp | USD106.62 -3.6% | 45 qtrs — |
| 30 | JANNEY MONTGOMERY SCOTT LLC | 19.4K -626.0 (-3.1%) | 2.00M -707.0K (-26.1%) | 0.43% -0.015 pp | 0.00% -0.002 pp | USD49.50 +107.7% | 14 qtrs — |
| 31 | ISTHMUS PARTNERS, LLC | 17.6K +17.6K (+100.0%) | 1.81M +1.8M (+100.0%) | 0.39% +0.389 pp | 0.20% +0.201 pp | USD102.79 +0.0% | 1 qtrs NEW |
| 32 | BNP PARIBAS ARBITRAGE, SNC | 16.6K +5.5K (+49.6%) | 1.70M +209.6K (+14.0%) | 0.37% +0.120 pp | 0.00% +0.000 pp | USD104.71 -1.8% | 11 qtrs — |
| 33 | LAZARD ASSET MANAGEMENT LLC | 15.3K +556.0 (+3.8%) | 1.57M -414.6K (-20.9%) | 0.34% +0.011 pp | 0.00% +0.000 pp | USD114.23 -10.0% | 9 qtrs — |
| 34 | FIRST TRUST ADVISORS LP | 14.6K +712.0 (+5.1%) | 1.50M -372.0K (-19.9%) | 0.32% +0.015 pp | 0.00% 0.000 pp | USD63.17 +62.7% | 10 qtrs — |
| 35 | PINNACLE ASSOCIATES LTD | 14.0K +1.3K (+10.5%) | 1.44M -268.9K (-15.7%) | 0.31% +0.029 pp | 0.02% -0.004 pp | USD74.81 +37.4% | 10 qtrs — |
| 36 | JANE STREET GROUP, LLC | 13.8K +2.7K (+23.8%) | 1.42M -85.2K (-5.7%) | 0.31% +0.058 pp | 0.00% +0.000 pp | USD110.83 -7.3% | 7 qtrs — |
| 37 | GOLDMAN SACHS GROUP INC | 13.2K +2.1K (+18.8%) | 1.36M -141.3K (-9.4%) | 0.29% +0.045 pp | 0.00% +0.000 pp | USD104.78 -1.9% | 7 qtrs — |
| 38 | CONESTOGA CAPITAL ADVISORS, LLC | 13.2K +4.2K (+46.7%) | 1.35M +143.0K (+11.8%) | 0.29% +0.092 pp | 0.02% +0.003 pp | USD124.64 -17.5% | 2 qtrs — |
| 39 | ALBERT D MASON INC | 12.8K -41.0 (-0.3%) | 1.32M -417.1K (-24.0%) | 0.28% -0.002 pp | 0.87% -0.262 pp | USD24.00 +328.3% | 24 qtrs — |
| 40 | PRINCIPAL FINANCIAL GROUP INC | 12.5K +4.0K (+46.3%) | 1.29M +132.9K (+11.5%) | 0.28% +0.087 pp | 0.00% +0.000 pp | USD120.37 -14.6% | 3 qtrs — |
| 41 | RAYMOND JAMES FINANCIAL INC | 12.4K -395.0 (-3.1%) | 1.27M -449.6K (-26.1%) | 0.27% -0.010 pp | 0.00% 0.000 pp | USD124.46 -17.4% | 5 qtrs — |
| 42 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11.2K -190.0 (-1.7%) | 1.15M -383.4K (-25.0%) | 0.25% -0.005 pp | 0.00% 0.000 pp | USD50.18 +104.8% | 11 qtrs — |
| 43 | LPL FINANCIAL LLC | 10.9K +745.0 (+7.3%) | 1.12M -248.6K (-18.2%) | 0.24% +0.016 pp | 0.00% 0.000 pp | USD125.08 -17.8% | 5 qtrs — |
| 44 | AMERICAN CENTURY COMPANIES INC | 10.2K +134.0 (+1.3%) | 1.04M -307.3K (-22.7%) | 0.22% +0.002 pp | 0.00% 0.000 pp | USD88.76 +15.8% | 11 qtrs — |
| 45 | BARCLAYS PLC | 8.6K -44.0 (-0.5%) | 879.2K +23.4K (+2.7%) | 0.19% -0.002 pp | 0.00% +0.000 pp | USD74.96 +37.1% | 12 qtrs — |
| 46 | MAN GROUP PLC | 8.4K +8.4K (+100.0%) | 860.9K +860.9K (+100.0%) | 0.18% +0.185 pp | 0.00% +0.002 pp | USD102.79 +0.0% | 1 qtrs NEW |
| 47 | MILLENNIUM MANAGEMENT LLC | 7.8K -11.2K (-58.9%) | 804.3K -1.8M (-68.7%) | 0.17% -0.249 pp | 0.00% -0.001 pp | USD106.91 -3.9% | 6 qtrs — |
| 48 | QUANTINNO CAPITAL MANAGEMENT LP | 7.1K +7.1K (+100.0%) | 732.4K +732.4K (+100.0%) | 0.16% +0.157 pp | 0.00% +0.002 pp | USD102.79 +0.0% | 1 qtrs NEW |
| 49 | ANCORA ADVISORS, LLC | 6.8K -1.1K (-13.8%) | 698.8K -364.9K (-34.3%) | 0.15% -0.025 pp | 0.01% -0.007 pp | USD39.75 +158.6% | 22 qtrs — |
| 50 | ROUND ROCK ADVISORS, LLC | 6.8K +2.7K (+66.3%) | 694.1K +161.5K (+30.3%) | 0.15% +0.059 pp | 0.10% +0.020 pp | USD122.06 -15.8% | 2 qtrs — |
| 51 | VICTORY CAPITAL MANAGEMENT INC | 6.5K -2.6K (-28.4%) | 669.0K -556.3K (-45.4%) | 0.14% -0.058 pp | 0.00% 0.000 pp | USD35.90 +186.3% | 19 qtrs — |
| 52 | CAPROCK GROUP, LLC | 6.3K -61.0 (-1.0%) | 642.5K -137.4K (-17.6%) | 0.14% -0.002 pp | 0.01% -0.006 pp | USD134.84 -23.8% | 2 qtrs — |
| 53 | MARTINGALE ASSET MANAGEMENT L P | 6.2K +1.0 (+0.0%) | 638.5K -199.0K (-23.8%) | 0.14% 0.000 pp | 0.02% -0.005 pp | USD75.29 +36.5% | 9 qtrs — |
| 54 | NUVEEN, LLC | 5.6K +— (+0.0%) | 570.8K -178.0K (-23.8%) | 0.12% 0.000 pp | 0.00% +0.000 pp | USD110.76 -7.2% | 4 qtrs — |
| 55 | JUMP FINANCIAL, LLC | 5.4K +1.9K (+54.6%) | 552.1K +83.5K (+17.8%) | 0.12% +0.042 pp | 0.01% +0.001 pp | USD106.27 -3.3% | 4 qtrs — |
| 56 | PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | 5.3K +5.3K (+100.0%) | 547.5K +547.5K (+100.0%) | 0.12% +0.117 pp | 0.04% +0.038 pp | USD102.79 +0.0% | 1 qtrs NEW |
| 57 | WELLS FARGO & COMPANY/MN | 5.2K +2.7K (+108.6%) | 539.0K +200.0K (+59.0%) | 0.12% +0.060 pp | 0.00% +0.000 pp | USD97.22 +5.7% | 23 qtrs — |
| 58 | — | 5.2K +5.2K (+100.0%) | 529.4K +529.4K (+100.0%) | 0.11% +0.114 pp | 0.03% +0.031 pp | USD102.79 +0.0% | 1 qtrs NEW |
| 59 | BANK OF AMERICA CORP /DE/ | 4.9K -1.1K (-18.8%) | 501.0K -308.4K (-38.1%) | 0.11% -0.025 pp | 0.00% +0.000 pp | USD90.82 +13.2% | 13 qtrs — |
| 60 | CATALYST CAPITAL ADVISORS LLC | 4.6K +— (+0.0%) | 475.9K -148.4K (-23.8%) | 0.10% 0.000 pp | 0.01% -0.003 pp | USD118.46 -13.2% | 4 qtrs — |
| 61 | AVIVA PLC | 4.6K +4.6K (+100.0%) | 470.9K +470.9K (+100.0%) | 0.10% +0.101 pp | 0.00% +0.001 pp | USD102.79 +0.0% | 3 qtrs — |
| 62 | LAKEWOOD ASSET MANAGEMENT LLC | 4.2K +303.0 (+7.8%) | 429.5K -93.0K (-17.8%) | 0.09% +0.006 pp | 0.25% -0.064 pp | USD42.90 +139.6% | 13 qtrs — |
| 63 | RUSSELL INVESTMENTS GROUP, LTD. | 4.1K -67.0 (-1.6%) | 425.6K -141.7K (-25.0%) | 0.09% -0.002 pp | 0.00% 0.000 pp | USD65.77 +56.3% | 14 qtrs — |
| 64 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 3.8K +— (+0.0%) | 395.4K -123.3K (-23.8%) | 0.08% 0.000 pp | 0.00% 0.000 pp | USD106.91 -3.9% | 3 qtrs — |
| 65 | CITIGROUP INC | 3.6K +1.2K (+50.9%) | 370.6K +48.4K (+15.0%) | 0.08% +0.027 pp | 0.00% +0.000 pp | USD100.30 +2.5% | 12 qtrs — |
| 66 | ALPS ADVISORS INC | 3.5K +38.0 (+1.1%) | 359.8K -107.1K (-22.9%) | 0.08% +0.001 pp | 0.00% -0.001 pp | USD112.10 -8.3% | 4 qtrs — |
| 67 | VENTURI WEALTH MANAGEMENT, LLC | 3.3K +52.0 (+1.6%) | 335.8K -97.7K (-22.5%) | 0.07% +0.001 pp | 0.01% -0.005 pp | USD58.75 +75.0% | 12 qtrs — |
| 68 | BEACON POINTE ADVISORS, LLC | 3.2K +164.0 (+5.5%) | 325.9K -79.4K (-19.6%) | 0.07% +0.003 pp | 0.00% -0.001 pp | USD133.18 -22.8% | 2 qtrs — |
| 69 | XTX TOPCO LTD | 3.2K +3.2K (+100.0%) | 324.9K +324.9K (+100.0%) | 0.07% +0.070 pp | 0.01% +0.009 pp | USD102.79 +0.0% | 1 qtrs NEW |
| 70 | AMERIPRISE FINANCIAL INC | 3.2K -8.8K (-73.7%) | 323.9K -1.3M (-80.0%) | 0.07% -0.196 pp | 0.00% 0.000 pp | USD101.91 +0.9% | 8 qtrs — |
| 71 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.0K +1.3K (+77.8%) | 309.0K +81.0K (+35.5%) | 0.07% +0.029 pp | 0.00% +0.000 pp | USD105.36 -2.4% | 6 qtrs — |
| 72 | DEUTSCHE BANK AG\ | 3.0K +156.0 (+5.5%) | 305.8K -74.3K (-19.6%) | 0.07% +0.003 pp | 0.00% +0.000 pp | USD84.82 +21.2% | 11 qtrs — |
| 73 | COMERICA BANK | 3.0K -120.0 (-3.9%) | 305.5K -111.4K (-26.7%) | 0.07% -0.003 pp | 0.00% 0.000 pp | USD43.01 +139.0% | 10 qtrs — |
| 74 | STRS OHIO | 2.9K +— (+0.0%) | 298.1K -92.9K (-23.8%) | 0.06% 0.000 pp | 0.00% 0.000 pp | USD64.01 +60.6% | 11 qtrs — |
| 75 | ALLIANCEBERNSTEIN L.P. | 2.9K +— (+0.0%) | 295.0K -92.0K (-23.8%) | 0.06% 0.000 pp | 0.00% +0.000 pp | USD109.59 -6.2% | 4 qtrs — |
| 76 | BOOTHBAY FUND MANAGEMENT, LLC | 2.8K +2.8K (+100.0%) | 291.6K +291.6K (+100.0%) | 0.06% +0.063 pp | 0.00% +0.004 pp | USD102.79 +0.0% | 1 qtrs NEW |
| 77 | FLAGSHIP HARBOR ADVISORS, LLC | 2.7K +95.0 (+3.6%) | 281.6K -74.9K (-21.0%) | 0.06% +0.002 pp | 0.01% -0.002 pp | USD124.92 -17.7% | 5 qtrs — |
| 78 | PHARVISION ADVISERS, LLC | 2.6K +2.6K (+100.0%) | 271.6K +271.6K (+100.0%) | 0.06% +0.058 pp | 0.14% +0.138 pp | USD102.79 +0.0% | 1 qtrs NEW |
| 79 | OXFORD WEALTH GROUP, LLC | 2.6K +2.6K (+100.0%) | 269.4K +269.4K (+100.0%) | 0.06% +0.058 pp | 0.13% +0.131 pp | USD102.79 +0.0% | 1 qtrs NEW |
| 80 | INVESCO LTD. | 2.5K -62.8K (-96.2%) | 253.4K -8.5M (-97.1%) | 0.05% -1.389 pp | 0.00% -0.001 pp | USD133.34 -22.9% | 10 qtrs — |
| 81 | METLIFE INVESTMENT MANAGEMENT, LLC | 2.4K +— (+0.0%) | 245.8K -76.6K (-23.8%) | 0.05% 0.000 pp | 0.00% 0.000 pp | USD49.17 +109.1% | 11 qtrs — |
| 82 | INSCRIPTION CAPITAL, LLC | 2.3K +2.3K (+100.0%) | 239.5K +239.5K (+100.0%) | 0.05% +0.051 pp | 0.02% +0.025 pp | USD102.79 +0.0% | 1 qtrs NEW |
| 83 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 2.3K +2.3K (+77,066.7%) | 238.0K +237.6K (+58,655.3%) | 0.05% +0.051 pp | 0.06% +0.058 pp | USD102.83 0.0% | 2 qtrs — |
| 84 | PRICE T ROWE ASSOCIATES INC /MD/ | 2.2K +221.0 (+10.9%) | 231.0K -43.0K (-15.7%) | 0.05% +0.005 pp | 0.00% +0.000 pp | USD107.88 -4.7% | 5 qtrs — |
| 85 | CREATIVE PLANNING | 2.2K +106.0 (+5.1%) | 225.7K -56.0K (-19.9%) | 0.05% +0.002 pp | 0.00% 0.000 pp | USD123.66 -16.9% | 5 qtrs — |
| 86 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 2.2K +2.2K (+100.0%) | 224.0K +224.0K (+100.0%) | 0.05% +0.048 pp | 0.05% +0.051 pp | USD102.79 +0.0% | 1 qtrs NEW |
| 87 | LOS ANGELES CAPITAL MANAGEMENT LLC | 1.8K +— (+0.0%) | 215.4K -21.2K (-9.0%) | 0.04% 0.000 pp | 0.00% 0.000 pp | USD134.84 -23.8% | 2 qtrs — |
| 88 | COLONY GROUP, LLC | 2.0K +2.0K (+100.0%) | 210.2K +210.2K (+100.0%) | 0.05% +0.045 pp | 0.00% +0.000 pp | USD102.79 +0.0% | 1 qtrs NEW |
| 89 | JACOBI CAPITAL MANAGEMENT LLC | 2.0K -7.0 (-0.3%) | 205.0K -64.9K (-24.0%) | 0.04% 0.000 pp | 0.01% -0.005 pp | USD126.74 -18.9% | 5 qtrs — |
| 90 | MEADOWBROOK INVESTMENT ADVISORS LLC | 2.0K +30.0 (+1.5%) | 204.6K -59.7K (-22.6%) | 0.04% +0.001 pp | 0.17% -0.053 pp | USD123.83 -17.0% | 5 qtrs — |
| 91 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.8K +10.0 (+0.6%) | 187.2K -57.0K (-23.3%) | 0.04% +0.000 pp | 0.00% 0.000 pp | USD76.97 +33.5% | 7 qtrs — |
| 92 | JPMORGAN CHASE & CO | 1.8K -8.7K (-82.9%) | 184.1K -1.2M (-87.0%) | 0.04% -0.192 pp | 0.00% 0.000 pp | USD107.30 -4.2% | 11 qtrs — |
| 93 | QUEST PARTNERS LLC | 1.5K +1.5K (+49,866.7%) | 154.1K +153.7K (+37,944.9%) | 0.03% +0.033 pp | 0.01% +0.009 pp | USD102.81 0.0% | 4 qtrs — |
| 94 | ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1.5K +1.5K (+100.0%) | 152.6K +152.6K (+100.0%) | 0.03% +0.033 pp | 0.02% +0.025 pp | USD102.79 +0.0% | 1 qtrs NEW |
| 95 | FMR LLC | 1.2K +732.0 (+151.2%) | 124.9K +59.7K (+91.5%) | 0.03% +0.016 pp | 0.00% +0.000 pp | USD99.49 +3.3% | 45 qtrs — |
| 96 | KESTRA ADVISORY SERVICES, LLC | 1.1K +1.1K (+100.0%) | 110.0K +110.0K (+100.0%) | 0.02% +0.024 pp | 0.00% +0.001 pp | USD102.79 +0.0% | 1 qtrs NEW |
| 97 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 982.00 +— (+0.0%) | 100.9K -31.5K (-23.8%) | 0.02% 0.000 pp | 0.00% 0.000 pp | USD126.75 -18.9% | 5 qtrs — |
| 98 | QUANTBOT TECHNOLOGIES LP | 882.00 -2.7K (-75.5%) | 90.7K -394.6K (-81.3%) | 0.02% -0.060 pp | 0.00% -0.010 pp | USD106.62 -3.6% | 6 qtrs — |
| 99 | TOWER RESEARCH CAPITAL LLC (TRC) | 819.00 +652.0 (+390.4%) | 84.2K +61.7K (+273.9%) | 0.02% +0.014 pp | 0.00% +0.001 pp | USD103.54 -0.7% | 12 qtrs — |
| 100 | IFP ADVISORS, INC | 716.00 +64.0 (+9.8%) | 73.6K -14.3K (-16.3%) | 0.02% +0.001 pp | 0.00% -0.001 pp | USD113.08 -9.1% | 6 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
4
Sells
0
Shares acquired
89.7K
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+89,659
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | SULLIVAN MATTHEW M | Officer | A-Award | A | Common Stock | 13,290 | 0.00 | — | 89,022 | D | ↗ |
| 2026-04-09 | Popovich Timothy | Officer | A-Award | A | Common Stock | 11,902 | 0.00 | — | 58,838 | D | ↗ |
| 2026-04-09 | Foster Dale Richard | Director / Officer | A-Award | A | Common Stock | 49,590 | 0.00 | — | 344,350 | D | ↗ |
| 2026-04-09 | Bass Charles Edward | Officer | A-Award | A | Common Stock | 14,877 | 0.00 | — | 128,365 | D | ↗ |
| 2026-03-16 | Foster Dale Richard | Director / Officer | F-InKind | D | Common Stock | 635 | 80.54 | 51.1K | 82,190 | D | ↗ |
| 2026-03-16 | Bass Charles Edward | Officer | F-InKind | D | Common Stock | 207 | 80.54 | 16.7K | 28,372 | D | ↗ |
| 2026-03-13 | Bass Charles Edward | Officer | G-Gift | D | Common Stock | 960 | 0.00 | — | 28,579 | D | ↗ |
| 2026-03-11 | Foster Dale Richard | Director / Officer | G-Gift | D | Common Stock | 1,350 | 0.00 | — | 82,825 | D | ↗ |
| 2026-03-05 | Foster Dale Richard | Director / Officer | F-InKind | D | Common Stock | 5,910 | 89.34 | 528.0K | 84,175 | D | ↗ |
| 2026-03-05 | Bass Charles Edward | Officer | A-Award | A | Common Stock | 6,525 | 0.00 | — | 32,039 | D | ↗ |
| 2026-02-17 | SULLIVAN MATTHEW M | Officer | F-InKind | D | Common Stock | 149 | 121.05 | 18.0K | 18,933 | D | ↗ |
| 2026-02-17 | Popovich Timothy | Officer | F-InKind | D | Common Stock | 562 | 121.05 | 68.0K | 11,734 | D | ↗ |
| 2026-02-17 | Foster Dale Richard | Director / Officer | F-InKind | D | Common Stock | 1,652 | 121.05 | 200.0K | 74,423 | D | ↗ |
| 2026-02-17 | Bass Charles Edward | Officer | F-InKind | D | Common Stock | 555 | 121.05 | 67.2K | 25,514 | D | ↗ |
| 2026-02-05 | SULLIVAN MATTHEW M | Officer | F-InKind | D | Common Stock | 276 | 119.87 | 33.1K | 19,082 | D | ↗ |
| 2026-02-05 | Popovich Timothy | Officer | F-InKind | D | Common Stock | 297 | 119.87 | 35.6K | 12,296 | D | ↗ |
| 2026-02-05 | Foster Dale Richard | Director / Officer | F-InKind | D | Common Stock | 328 | 119.87 | 39.3K | 76,075 | D | ↗ |
| 2026-02-05 | Bass Charles Edward | Officer | F-InKind | D | Common Stock | 227 | 119.87 | 27.2K | 26,069 | D | ↗ |
| 2025-11-05 | SULLIVAN MATTHEW M | Officer | F-InKind | D | Common Stock | 230 | 113.25 | 26.0K | 19,358 | D | ↗ |
| 2025-11-05 | Popovich Timothy | Officer | F-InKind | D | Common Stock | 262 | 113.25 | 29.7K | 12,593 | D | ↗ |
| 2025-11-05 | Foster Dale Richard | Director / Officer | F-InKind | D | Common Stock | 529 | 113.25 | 59.9K | 76,403 | D | ↗ |
| 2025-11-05 | Bass Charles Edward | Officer | F-InKind | D | Common Stock | 365 | 113.25 | 41.3K | 26,296 | D | ↗ |
| 2025-08-05 | SULLIVAN MATTHEW M | Officer | F-InKind | D | Common Stock | 227 | 107.32 | 24.4K | 19,588 | D | ↗ |
| 2025-08-05 | Popovich Timothy | Officer | F-InKind | D | Common Stock | 260 | 107.32 | 27.9K | 12,855 | D | ↗ |
| 2025-08-05 | Foster Dale Richard | Director / Officer | F-InKind | D | Common Stock | 519 | 107.32 | 55.7K | 76,932 | D | ↗ |
| 2025-08-05 | Bass Charles Edward | Officer | F-InKind | D | Common Stock | 362 | 107.32 | 38.8K | 26,661 | D | ↗ |
| 2025-06-13 | MCCARTHY JOHN R | Director | A-Award | A | Common Stock | 942 | 0.00 | — | 20,469 | D | ↗ |
| 2025-06-13 | LEGROTTAGLIE VITO | Officer | F-InKind | D | Common Stock | 1,682 | 106.07 | 178.4K | 48,265 | D | ↗ |
| 2025-06-13 | Gold Gerri | Director | A-Award | A | Common Stock | 942 | 0.00 | — | 10,464 | D | ↗ |
| 2025-06-13 | GIOVACCHINI PAUL G | Director | A-Award | A | Common Stock | 942 | 0.00 | — | 3,748 | D | ↗ |
| 2025-06-13 | BRYANT ANDREW S | Director | A-Award | A | Common Stock | 942 | 0.00 | — | 7,216 | D | ↗ |
| 2025-06-11 | MCCARTHY JOHN R | Director | A-Award | A | Common Stock | 1,000 | 107.90 | 107.9K | 19,527 | D | ↗ |
| 2025-05-16 | Popovich Timothy | Officer | S-Sale | D | Common Stock | 9,000 | 110.00 | 990.0K | 13,115 | D | ↗ |
| 2025-05-07 | Foster Dale Richard | Director / Officer | S-Sale | D | Common Stock | 10,000 | 102.41 | 1.02M | 77,801 | D | ↗ |
| 2025-05-05 | Scorziello Greg | Director | S-Sale | D | Common Stock | 5,767 | 100.63 | 580.4K | 1,774 | D | ↗ |
| 2025-05-05 | SULLIVAN MATTHEW M | Officer | F-InKind | D | Common Stock | 265 | 101.27 | 26.8K | 19,815 | D | ↗ |
| 2025-05-05 | Popovich Timothy | Officer | F-InKind | D | Common Stock | 302 | 101.27 | 30.6K | 22,115 | D | ↗ |
| 2025-05-05 | LEGROTTAGLIE VITO | Officer | F-InKind | D | Common Stock | 197 | 101.27 | 20.0K | 47,192 | D | ↗ |
| 2025-05-05 | Foster Dale Richard | Officer | F-InKind | D | Common Stock | 508 | 101.27 | 51.4K | 87,801 | D | ↗ |
| 2025-05-05 | Bass Charles Edward | Officer | F-InKind | D | Common Stock | 357 | 101.27 | 36.2K | 27,023 | D | ↗ |
| 2025-04-21 | GIOVACCHINI PAUL G | Director | — | — | Common Stock | 0 | 0.00 | — | 2,806 | D | ↗ |
| 2025-04-16 | SULLIVAN MATTHEW M | Officer | A-Award | A | Common Stock | 1,225 | 0.00 | — | 20,080 | D | ↗ |
| 2025-04-16 | Popovich Timothy | Officer | A-Award | A | Common Stock | 1,336 | 0.00 | — | 22,417 | D | ↗ |
| 2025-04-16 | LEGROTTAGLIE VITO | Officer | A-Award | A | Common Stock | 891 | 0.00 | — | 47,389 | D | ↗ |
| 2025-04-16 | Foster Dale Richard | Officer | A-Award | A | Common Stock | 5,569 | 0.00 | — | 88,309 | D | ↗ |
| 2025-04-16 | Bass Charles Edward | Officer | A-Award | A | Common Stock | 1,930 | 0.00 | — | 27,380 | D | ↗ |
| 2025-03-18 | Foster Dale Richard | Officer | S-Sale | D | Common Stock | 2,000 | 110.46 | 220.9K | 82,740 | D | ↗ |
| 2025-03-17 | LEGROTTAGLIE VITO | Officer | F-InKind | D | Common Stock | 139 | 111.66 | 15.5K | 46,498 | D | ↗ |
| 2025-03-17 | Foster Dale Richard | Officer | F-InKind | D | Common Stock | 716 | 111.66 | 79.9K | 85,440 | D | ↗ |
| 2025-03-17 | Bass Charles Edward | Officer | F-InKind | D | Common Stock | 342 | 111.66 | 38.2K | 25,450 | D | ↗ |
| 2025-03-13 | Foster Dale Richard | Officer | G-Gift | D | Common Stock | 200 | 0.00 | — | 86,356 | D | ↗ |
| 2025-03-12 | Foster Dale Richard | Officer | S-Sale | D | Common Stock | 3,471 | 122.50 | 425.2K | 86,556 | D | ↗ |
| 2025-03-12 | BRYANT ANDREW S | Director | S-Sale | D | Common Stock | 2,604 | 122.00 | 317.7K | 6,274 | D | ↗ |
| 2025-03-11 | LEGROTTAGLIE VITO | Officer | S-Sale | D | Common Stock | 7,000 | 122.00 | 854.0K | 46,637 | D | ↗ |
| 2025-03-11 | Foster Dale Richard | Officer | S-Sale | D | Common Stock | 7,500 | 123.92 | 929.4K | 90,027 | D | ↗ |
| 2025-03-11 | BRYANT ANDREW S | Director | S-Sale | D | Common Stock | 2,383 | 121.02 | 288.4K | 8,878 | D | ↗ |
| 2025-03-10 | Bass Charles Edward | Officer | S-Sale | D | Common Stock | 2,000 | 125.80 | 251.6K | 25,792 | D | ↗ |
| 2025-03-10 | BRYANT ANDREW S | Director | S-Sale | D | Common Stock | 2,542 | 125.50 | 319.0K | 11,262 | D | ↗ |
| 2025-02-18 | Popovich Timothy | Officer | F-InKind | D | Common Stock | 335 | 129.38 | 43.3K | 21,081 | D | ↗ |
| 2025-02-18 | LEGROTTAGLIE VITO | Officer | F-InKind | D | Common Stock | 137 | 129.38 | 17.7K | 53,637 | D | ↗ |
| 2025-02-18 | Foster Dale Richard | Officer | F-InKind | D | Common Stock | 938 | 129.38 | 121.4K | 97,527 | D | ↗ |
| 2025-02-18 | Bass Charles Edward | Officer | F-InKind | D | Common Stock | 390 | 129.38 | 50.5K | 33,909 | D | ↗ |
| 2025-02-05 | SULLIVAN MATTHEW M | Officer | F-InKind | D | Common Stock | 440 | 125.67 | 55.3K | 18,855 | D | ↗ |
| 2025-02-05 | Popovich Timothy | Officer | F-InKind | D | Common Stock | 342 | 125.67 | 43.0K | 21,416 | D | ↗ |
| 2025-02-05 | LEGROTTAGLIE VITO | Officer | F-InKind | D | Common Stock | 206 | 125.67 | 25.9K | 53,774 | D | ↗ |
| 2025-02-05 | Foster Dale Richard | Officer | F-InKind | D | Common Stock | 549 | 125.67 | 69.0K | 98,465 | D | ↗ |
| 2025-02-05 | Bass Charles Edward | Officer | F-InKind | D | Common Stock | 372 | 125.67 | 46.7K | 34,299 | D | ↗ |
| 2025-01-29 | SULLIVAN MATTHEW M | Officer | A-Award | A | Common Stock | 1,906 | 0.00 | — | 19,295 | D | ↗ |
| 2025-01-10 | CLARK ANDREW E | Officer | A-Award | A | Common Stock | 7,356 | 0.00 | — | 37,840 | D | ↗ |
| 2024-11-05 | SULLIVAN MATTHEW M | Officer | F-InKind | D | Common Stock | 353 | 107.98 | 38.1K | 17,389 | D | ↗ |
| 2024-11-05 | Popovich Timothy | Officer | F-InKind | D | Common Stock | 336 | 107.98 | 36.3K | 21,758 | D | ↗ |
| 2024-11-05 | LEGROTTAGLIE VITO | Officer | F-InKind | D | Common Stock | 422 | 107.98 | 45.6K | 53,980 | D | ↗ |
| 2024-11-05 | Foster Dale Richard | Officer | F-InKind | D | Common Stock | 920 | 107.98 | 99.3K | 99,014 | D | ↗ |
| 2024-11-05 | CLARK ANDREW E | Officer | F-InKind | D | Common Stock | 876 | 107.98 | 94.6K | 30,484 | D | ↗ |
| 2024-11-05 | Bass Charles Edward | Officer | F-InKind | D | Common Stock | 742 | 107.98 | 80.1K | 34,671 | D | ↗ |
| 2024-08-05 | SULLIVAN MATTHEW M | Officer | F-InKind | D | Common Stock | 310 | 66.48 | 20.6K | 17,742 | — | ↗ |
| 2024-08-05 | Popovich Timothy | Officer | F-InKind | D | Common Stock | 317 | 66.48 | 21.1K | 22,094 | — | ↗ |
| 2024-08-05 | LEGROTTAGLIE VITO | Officer | F-InKind | D | Common Stock | 368 | 66.48 | 24.5K | 54,402 | — | ↗ |
| 2024-08-05 | Foster Dale Richard | Officer | F-InKind | D | Common Stock | 796 | 66.48 | 52.9K | 99,934 | — | ↗ |
| 2024-08-05 | CLARK ANDREW E | Officer | F-InKind | D | Common Stock | 831 | 66.48 | 55.2K | 31,360 | — | ↗ |
| 2024-08-05 | Bass Charles Edward | Officer | F-InKind | D | Common Stock | 699 | 66.48 | 46.5K | 35,413 | — | ↗ |
| 2024-06-18 | Scorziello Greg | Director | A-Award | A | Common Stock | 1,774 | 0.00 | — | 7,541 | — | ↗ |
| 2024-06-18 | MCCARTHY JOHN R | Director | A-Award | A | Common Stock | 1,774 | 0.00 | — | 18,527 | — | ↗ |
| 2024-06-18 | Gold Gerri | Director | A-Award | A | Common Stock | 1,774 | 0.00 | — | 9,522 | — | ↗ |
| 2024-06-18 | GEYGAN JEFFREY RICHART | Director | A-Award | A | Common Stock | 1,774 | 0.00 | — | 25,552 | — | ↗ |
| 2024-06-18 | BRYANT ANDREW S | Director | A-Award | A | Common Stock | 1,774 | 0.00 | — | 13,804 | — | ↗ |
| 2024-06-18 | BOREN KIMBERLY | Director | A-Award | A | Common Stock | 1,774 | 0.00 | — | 5,796 | — | ↗ |
| 2024-05-06 | SULLIVAN MATTHEW M | Officer | F-InKind | D | Common Stock | 298 | 58.84 | 17.5K | 18,052 | — | ↗ |
| 2024-05-06 | Popovich Timothy | Officer | F-InKind | D | Common Stock | 314 | 58.84 | 18.5K | 22,411 | — | ↗ |
| 2024-05-06 | LEGROTTAGLIE VITO | Officer | F-InKind | D | Common Stock | 358 | 58.84 | 21.1K | 54,770 | — | ↗ |
| 2024-05-06 | Foster Dale Richard | Director / Officer | F-InKind | D | Common Stock | 762 | 58.84 | 44.8K | 100,730 | — | ↗ |
| 2024-05-06 | CLARK ANDREW E | Officer | F-InKind | D | Common Stock | 815 | 58.84 | 48.0K | 32,191 | — | ↗ |
| 2024-05-06 | Bass Charles Edward | Officer | F-InKind | D | Common Stock | 685 | 58.84 | 40.3K | 36,112 | — | ↗ |
| 2024-05-03 | SULLIVAN MATTHEW M | Officer | A-Award | A | Common Stock | 1,680 | 0.00 | — | 18,350 | — | ↗ |
| 2024-03-15 | LEGROTTAGLIE VITO | Officer | F-InKind | D | Common Stock | 116 | 65.80 | 7.6K | 55,128 | — | ↗ |
| 2024-03-15 | Foster Dale Richard | Director / Officer | F-InKind | D | Common Stock | 600 | 65.80 | 39.5K | 101,492 | — | ↗ |
| 2024-03-15 | CLARK ANDREW E | Officer | F-InKind | D | Common Stock | 359 | 65.80 | 23.6K | 33,006 | — | ↗ |
| 2024-03-15 | Bass Charles Edward | Officer | F-InKind | D | Common Stock | 300 | 65.80 | 19.7K | 36,797 | — | ↗ |
| 2024-03-12 | Foster Dale Richard | Director / Officer | S-Sale | D | Common Stock | 3,500 | 65.49 | 229.2K | 102,092 | — | ↗ |
| 2024-03-11 | Bass Charles Edward | Officer | G-Gift | D | Common Stock | 500 | 0.00 | — | 37,597 | — | ↗ |
| 2024-02-15 | Popovich Timothy | Officer | A-Award | A | Common Stock | 2,111 | 0.00 | — | 22,725 | — | ↗ |
| 2024-02-15 | LEGROTTAGLIE VITO | Officer | A-Award | A | Common Stock | 1,408 | 0.00 | — | 55,244 | — | ↗ |
| 2024-02-15 | Foster Dale Richard | Director / Officer | A-Award | A | Common Stock | 8,445 | 0.00 | — | 105,592 | — | ↗ |
| 2024-02-15 | CLARK ANDREW E | Officer | A-Award | A | Common Stock | 3,807 | 0.00 | — | 33,365 | — | ↗ |
| 2024-02-15 | Bass Charles Edward | Officer | A-Award | A | Common Stock | 3,167 | 0.00 | — | 38,097 | — | ↗ |
| 2024-02-05 | SULLIVAN MATTHEW M | Officer | F-InKind | D | Common Stock | 518 | 58.00 | 30.0K | 16,670 | — | ↗ |
| 2024-02-05 | Popovich Timothy | Officer | F-InKind | D | Common Stock | 526 | 58.00 | 30.5K | 20,614 | — | ↗ |
| 2024-02-05 | LEGROTTAGLIE VITO | Officer | F-InKind | D | Common Stock | 433 | 58.00 | 25.1K | 53,836 | — | ↗ |
| 2024-02-05 | Foster Dale Richard | Director / Officer | F-InKind | D | Common Stock | 869 | 58.00 | 50.4K | 97,147 | — | ↗ |
| 2024-02-05 | CLARK ANDREW E | Officer | F-InKind | D | Common Stock | 941 | 58.00 | 54.6K | 29,558 | — | ↗ |
| 2024-02-05 | Bass Charles Edward | Officer | F-InKind | D | Common Stock | 784 | 58.00 | 45.5K | 34,930 | — | ↗ |
| 2023-11-16 | LEGROTTAGLIE VITO | Officer | S-Sale | D | Common Stock | 3,012 | 47.00 | 141.6K | 54,644 | — | ↗ |
| 2023-11-06 | SULLIVAN MATTHEW M | Officer | F-InKind | D | Common Stock | 423 | 43.13 | 18.2K | 17,188 | — | ↗ |
| 2023-11-06 | Popovich Timothy | Officer | F-InKind | D | Common Stock | 452 | 43.13 | 19.5K | 21,140 | — | ↗ |
| 2023-11-06 | LEGROTTAGLIE VITO | Officer | F-InKind | D | Common Stock | 613 | 43.13 | 26.4K | 57,656 | — | ↗ |
| 2023-11-06 | Foster Dale Richard | Director / Officer | F-InKind | D | Common Stock | 1,381 | 43.13 | 59.6K | 98,016 | — | ↗ |
| 2023-11-06 | CLARK ANDREW E | Officer | F-InKind | D | Common Stock | 862 | 43.13 | 37.2K | 30,499 | — | ↗ |
| 2023-11-06 | Bass Charles Edward | Officer | F-InKind | D | Common Stock | 856 | 43.13 | 36.9K | 35,714 | — | ↗ |
| 2023-08-18 | Scorziello Greg | Director | A-Award | A | Common Stock | 2,543 | 0.00 | — | 5,767 | — | ↗ |
| 2023-08-18 | MCCARTHY JOHN R | Director | A-Award | A | Common Stock | 2,543 | 0.00 | — | 16,753 | — | ↗ |
| 2023-08-18 | Gold Gerri | Director | A-Award | A | Common Stock | 2,543 | 0.00 | — | 7,748 | — | ↗ |
| 2023-08-18 | GEYGAN JEFFREY RICHART | Director | A-Award | A | Common Stock | 2,543 | 0.00 | — | 23,778 | — | ↗ |
| 2023-08-18 | BRYANT ANDREW S | Director | A-Award | A | Common stock | 2,543 | 0.00 | — | 12,030 | — | ↗ |
| 2023-08-18 | BOREN KIMBERLY | Director | A-Award | A | Common Stock | 4,022 | 0.00 | — | 4,022 | — | ↗ |
| 2023-08-07 | SULLIVAN MATTHEW M | Officer | F-InKind | D | Common Stock | 380 | 41.04 | 15.6K | 17,611 | — | ↗ |
| 2023-08-07 | LEGROTTAGLIE VITO | Officer | F-InKind | D | Common Stock | 609 | 41.04 | 25.0K | 58,269 | — | ↗ |
| 2023-08-07 | Foster Dale Richard | Director / Officer | F-InKind | D | Common Stock | 1,357 | 41.04 | 55.7K | 99,397 | — | ↗ |
| 2023-08-07 | CLARK ANDREW E | Officer | F-InKind | D | Common Stock | 767 | 41.04 | 31.5K | 31,361 | — | ↗ |
| 2023-08-07 | Bass Charles Edward | Officer | F-InKind | D | Common Stock | 848 | 41.04 | 34.8K | 36,570 | — | ↗ |
| 2023-08-01 | Popovich Timothy | Officer | — | D | Common Stock | 0 | 0.00 | — | 21,592 | — | ↗ |
| 2023-06-01 | BRYANT ANDREW S | Director | S-Sale | D | Common stock | 377 | 47.50 | 17.9K | 11,432 | — | ↗ |
| 2023-05-26 | CLARK ANDREW E | Officer | S-Sale | D | Common Stock | 4,097 | 48.74 | 199.7K | 32,128 | — | ↗ |
| 2023-05-25 | CLARK ANDREW E | Officer | S-Sale | D | Common Stock | 1,054 | 46.97 | 49.5K | 36,225 | — | ↗ |
| 2023-05-24 | CLARK ANDREW E | Officer | S-Sale | D | Common Stock | 2,394 | 48.74 | 116.7K | 37,279 | — | ↗ |
| 2023-05-22 | GEYGAN JEFFREY RICHART | Director | P-Purchase | A | Common Stock | 80 | 50.00 | 4.0K | 143,488 | — | ↗ |
| 2023-05-18 | GEYGAN JEFFREY RICHART | Director | P-Purchase | A | Common Stock | 5,068 | 49.47 | 250.7K | 143,408 | — | ↗ |
| 2023-05-17 | Bass Charles Edward | Officer | G-Gift | D | Common Stock | 700 | 0.00 | — | 37,418 | — | ↗ |
| 2023-05-12 | SULLIVAN MATTHEW M | Officer | G-Gift | A | Common Stock | 1,000 | 0.00 | — | 17,991 | — | ↗ |
| 2023-05-12 | Foster Dale Richard | Director / Officer | G-Gift | D | Common Stock | 6,000 | 0.00 | — | 100,754 | — | ↗ |
| 2023-05-12 | CLARK ANDREW E | Officer | G-Gift | A | Common Stock | 1,000 | 0.00 | — | 39,673 | — | ↗ |
| 2023-05-12 | Bass Charles Edward | Officer | G-Gift | A | Common Stock | 1,000 | 0.00 | — | 38,118 | — | ↗ |
| 2023-05-05 | SULLIVAN MATTHEW M | Officer | F-InKind | D | Common Stock | 392 | 46.29 | 18.1K | 16,991 | — | ↗ |
| 2023-05-05 | LEGROTTAGLIE VITO | Officer | F-InKind | D | Common Stock | 620 | 46.29 | 28.7K | 58,878 | — | ↗ |
| 2023-05-05 | Foster Dale Richard | Director / Officer | F-InKind | D | Common Stock | 1,413 | 46.29 | 65.4K | 106,754 | — | ↗ |
| 2023-05-05 | CLARK ANDREW E | Officer | F-InKind | D | Common Stock | 787 | 46.29 | 36.4K | 38,673 | — | ↗ |
| 2023-05-05 | Bass Charles Edward | Officer | F-InKind | D | Common Stock | 867 | 46.29 | 40.1K | 37,118 | — | ↗ |
| 2023-05-02 | SULLIVAN MATTHEW M | Officer | A-Award | A | Common Stock | 2,000 | 0.00 | — | 17,383 | — | ↗ |
| 2023-04-20 | Foster Dale Richard | Director / Officer | A-Award | A | Common Stock | 35,000 | 0.00 | — | 121,544 | — | ↗ |
| 2023-04-14 | LEGROTTAGLIE VITO | Officer | A-Award | A | Common Stock | 1,469 | 0.00 | — | 59,498 | — | ↗ |
| 2023-04-14 | Foster Dale Richard | Director / Officer | A-Award | A | Common Stock | 6,961 | 0.00 | — | 86,544 | — | ↗ |
| 2023-04-14 | CLARK ANDREW E | Officer | A-Award | A | Common Stock | 3,635 | 0.00 | — | 39,460 | — | ↗ |
| 2023-04-14 | Bass Charles Edward | Officer | A-Award | A | Common Stock | 2,900 | 0.00 | — | 37,985 | — | ↗ |
| 2023-03-17 | MCCARTHY JOHN R | — | P-Purchase | A | Common Stock | 2,000 | 48.88 | 97.8K | 14,210 | — | ↗ |
| 2023-02-28 | LEGROTTAGLIE VITO | — | A-Award | A | Common Stock | 4,704 | 0.00 | — | 58,075 | — | ↗ |
| 2023-02-28 | Foster Dale Richard | — | A-Award | A | Common Stock | 18,164 | 0.00 | — | 79,757 | — | ↗ |
| 2023-02-28 | CLARK ANDREW E | — | A-Award | A | Common Stock | 11,170 | 0.00 | — | 35,993 | — | ↗ |
| 2023-02-28 | Bass Charles Edward | — | A-Award | A | Common Stock | 9,786 | 0.00 | — | 35,256 | — | ↗ |
| 2023-02-06 | SULLIVAN MATTHEW M | — | F-InKind | D | Common Stock | 364 | 38.04 | 13.8K | 15,383 | — | ↗ |
| 2023-02-06 | LEGROTTAGLIE VITO | — | F-InKind | D | Common Stock | 542 | 38.04 | 20.6K | 53,371 | — | ↗ |
| 2023-02-06 | Foster Dale Richard | — | F-InKind | D | Common Stock | 1,071 | 38.04 | 40.7K | 61,593 | — | ↗ |
| 2023-02-06 | CLARK ANDREW E | — | F-InKind | D | Common Stock | 568 | 38.04 | 21.6K | 24,823 | — | ↗ |
| 2023-02-06 | Bass Charles Edward | — | F-InKind | D | Common Stock | 670 | 38.04 | 25.5K | 25,470 | — | ↗ |
Executive team
Top executives
EBIT / Employee
76.1K
Shares Outstanding
18.45M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Dale Foster Director and Chief Executive Officer | 600.0K | — | 1.47M | — | 936.0K | 11.8K | 3.02M | 48.68% | ↗ |
| 2 | 2025 | Charles Bass Vice President and Chief Alliances Officer | 375.0K | — | 509.1K | — | 341.3K | 10.1K | 1.24M | 41.21% | ↗ |
| 3 | 2025 | Matthew Sullivan Vice President and Chief Financial Officer | 285.0K | 41.0K | 573.2K | — | 259.4K | 11.8K | 1.17M | 48.98% | ↗ |
| 4 | 2025 | Timothy Popovich Vice President and Chief Operating Officer | 260.0K | 10.0K | 352.4K | — | 236.6K | 7.9K | 866.9K | 40.65% | ↗ |
| 5 | 2025 | Vito Legrottaglie Former Vice President and Chief Information Officer | 142.1K | 20.0K | 234.9K | — | — | 63.4K | 460.4K | 51.03% | ↗ |
| 6 | 2025 | Andrew Clark Former Vice President and Chief Financial Officer | 22.8K | — | — | — | — | 95.0K | 117.8K | 0.00% | ↗ |
| 7 | 2024 | Dale Foster Director and Chief Executive Officer | 539.6K | — | 1.27M | — | 825.0K | 11.4K | 2.65M | 48.01% | ↗ |
| 8 | 2024 | Andrew Clark Former Vice President and Chief Financial Officer | 330.0K | 50.0K | 572.9K | — | 337.5K | 8.8K | 1.30M | 44.10% | ↗ |
| 9 | 2024 | Charles Bass Vice President and Chief Alliances Officer | 325.0K | — | 476.6K | — | 337.5K | 11.9K | 1.15M | 41.41% | ↗ |
| 10 | 2024 | Vito Legrottaglie Former Vice President and Chief Information Officer | 275.0K | 38.5K | 211.8K | — | 225.0K | 12.0K | 762.3K | 27.78% | ↗ |
| 11 | 2023 | Dale Foster Director and Chief Executive Officer | 500.0K | — | 2.70M | — | 552.0K | 15.6K | 3.76M | 71.64% | ↗ |
| 12 | 2023 | Andrew Clark Former Vice President and Chief Financial Officer | 330.0K | 25.0K | 470.0K | — | 220.8K | 11.0K | 1.06M | 44.47% | ↗ |
| 13 | 2023 | Charles Bass Vice President and Chief Alliances Officer | 325.0K | — | 375.0K | — | 220.8K | 13.2K | 934.0K | 40.15% | ↗ |
| 14 | 2023 | Vito Legrottaglie Former Vice President and Chief Information Officer | 275.0K | 40.5K | 190.0K | — | 165.6K | 12.9K | 684.0K | 27.77% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Dale Richard Foster | Chief Executive Officer & Director | 2M | male |
| Charles Edward Bass | Vice President & Chief Alliances Officer | 726.3K | male |
| Matthew Sullivan | Vice President & Chief Financial Officer | 597.1K | male |
| Timothy Popovich | President & Chief Operating Officer | 514.5K | male |
| Kim Stevens | Chief Marketing Officer | — | female |
| Gerard Brophy | Managing Director | — | male |
| Vishal Pushpa | Chief Information Officer | — | male |
ESG Rating
ESG Score History TECHNOLOGY DISTRIBUTORS
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for CLMB
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
