Callan JMB Inc. SEC Filings

Callan JMB Inc. announced financial results for the third quarter ended September 30, 2025. The company furnished the full press release as Exhibit 99.1 to a Form 8-K and stated the information is “furnished” and not deemed “filed” under the Exchange Act, nor incorporated by reference unless specifically referenced. The company’s common stock trades on Nasdaq under the symbol CJMB.

Callan JMB Inc. provides a preliminary information statement dated October 3, 2025 showing insider ownership and selected 2023–2024 executive compensation. Wayne Williams is listed as Chief Executive Officer, President and Chairman and is shown holding 822,375 shares, representing 18.35% of the company. The document reports an aggregate beneficial ownership figure of 3,310,500 shares or 73.87%. Reported compensation entries include a 2023 total of $5,896,896 for Wayne Williams, $1,800,000 for David J. Croyle, M.D. in 2023 and $832,063 for Dr. Croyle in 2024. Other disclosed 2024 compensation amounts include $102,885 for Eric Kash and $171,739 for Jeffrey Appleman. The statement is signed by Wayne Williams.

Callan JMB Inc. filed a Preliminary Information Statement (PRE 14C) that includes signature pages dated October 3, 2025 and a partial disclosure of executive names, titles, and select cash compensation figures for 2023–2024. The document lists Wayne Williams as Chief Executive Officer, President, and Chairman and shows signatures by Mr. Williams. Reported cash or total compensation line items include $5,896,896, $5,596,896, $832,063, $1,800,000, $102,885, and $171,739, shown alongside individual names such as David J. Croyle, M.D., Eric Kash, Shannon Badger, and others. The filing appears to be a short, partial extract focused on signatures and selected compensation rows rather than a full narrative or complete financial statement.

Callan JMB Inc. completed an initial public offering in February 2025, issuing 1,280,000 shares at $4.00 and a ~164,000 share overallotment for total gross proceeds of ~$5.78 million and net proceeds of approximately $4.7 million after underwriting discounts. The company issued underwriter warrants (72,179) and recognized equity-classified warrants in additional paid-in capital.

The company reported significant operating losses: six-month and year-to-date losses before income taxes of $(2.64M) and $(1.40M) in comparative periods, and net loss per share (basic and diluted) of $(0.87) based on 2,630,137 weighted average shares. Cash decreased materially (e.g., decreases of $3.06M and $1.04M in periods shown). Balance sheet shows increased equity after IPO, material operating lease liabilities and right-of-use assets, and deferred tax assets primarily from NOLs.