Bard Associates Reports 239,266 Shares (4.3%) in CJMB
Callan JMB Inc disclosure: Bard Associates, Inc. amended a Schedule 13G/A to report beneficial ownership of 239,266 shares of Common Stock (CUSIP 131100109), representing 4.3% of the class.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Filing Summary
Callan JMB Inc disclosure: Bard Associates, Inc. amended a Schedule 13G/A to report beneficial ownership of 239,266 shares of Common Stock (CUSIP 131100109), representing 4.3% of the class. The filing shows shared dispositive power over those shares; voting power is reported as zero.
Insights
Passive investor reported a sub-5% stake with dispositive authority.
Bard Associates, Inc. records 239,266 shares (4.3%) as beneficially owned and indicates shared dispositive power while no voting power is reported. The amendment updates ownership disclosure under regulatory thresholds for passive investors.
Implications depend on whether Bard acts in concert with others; subsequent filings could clarify voting arrangements or conversion to a greater-than-5% holding.
Key Figures
Key Terms
Schedule 13G/A regulatory
Beneficially owned financial
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does Bard Associates report in Callan JMB (CJMB)?
Is Bard Associates a passive holder under Schedule 13G/A rules?
What is the CUSIP and filing date shown in the amendment?
AI-generated analysis. How Rhea-AI works. Not financial advice.