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Climb Global Solutions (CLMB) CEO withholds 1,015 shares to cover taxes

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Climb Global Solutions, Inc. Chief Executive Officer Dale Richard Foster reported a tax-withholding disposition of 1,015 shares of common stock on August 5, 2026 at $26.78 per share, with shares withheld at the vesting of restricted stock to meet tax obligations. Following this withholding, he directly holds 342,452 shares of common stock.

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Insider Foster Dale Richard
Role Chief Executive Officer
Type Security Shares Price Value
Tax Withholding Common Stock F1 1,015 $26.78 $27K
Holdings After Transaction: Common Stock — 342,452 shares (Direct)
Footnotes (1)
  1. F1. Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations.
Shares withheld for tax 1,015 shares Common stock withheld at vesting of restricted stock to meet tax obligations
Per-share value for withholding $26.78 per share Value used for the 1,015-share tax-withholding disposition on August 5, 2026
Shares held after transaction 342,452 shares Direct common stock ownership by CEO Dale Richard Foster following the withholding
Transaction date 2026-08-05 Date of the tax-withholding disposition of 1,015 common shares
restricted stock financial
"Shares withheld at vesting of restricted stock for purposes of meeting"
Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.
tax obligations financial
"for purposes of meeting the reporting person's tax obligations"
tax-withholding disposition financial
"transaction_action: tax-withholding disposition for payment of tax liability"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What insider transaction did CLMB CEO Dale Richard Foster report?

Dale Richard Foster reported a tax-withholding disposition of 1,015 shares of Climb Global Solutions common stock. The shares were withheld upon vesting of restricted stock to meet his tax obligations, rather than being sold in an open market transaction.

At what price were the CLMB shares used for tax withholding valued?

The 1,015 Climb Global Solutions (CLMB) shares used for tax withholding were valued at $26.78 per share. This per-share value is reported for the tax-withholding disposition tied to the vesting of restricted stock on August 5, 2026.

How many CLMB shares does the CEO hold after this reported transaction?

After the reported tax-withholding disposition, CEO Dale Richard Foster directly holds 342,452 shares of Climb Global Solutions common stock. This figure reflects his direct ownership position immediately following the 1,015-share withholding for tax obligations.

Was the CLMB CEO’s Form 4 transaction under a Rule 10b5-1 trading plan?

The transaction was not reported as being under a Rule 10b5-1 trading plan, as indicated by the unchecked 10b5-1 affirmation box. The Form 4 instead characterizes the event as shares withheld to satisfy tax obligations at restricted stock vesting.

Does the CLMB CEO’s Form 4 reflect a market sale of shares?

No, the Form 4 describes a tax-withholding disposition, not a market sale. Shares were withheld at vesting of restricted stock to pay the reporting person’s tax liability, meaning the shares were delivered to meet taxes rather than sold on the open market.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Foster Dale Richard

(Last)(First)(Middle)
4 INDUSTRIAL WAY WEST
SUITE 300

(Street)
EATONTOWN NEW JERSEY 07724

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Climb Global Solutions, Inc. [ CLMB ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
Chief Executive Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/05/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock08/05/2026F(1)1,015D$26.78342,452D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations.
/s/ Dale Foster08/06/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)