Welcome to our dedicated page for Climb Global SEC filings (Ticker: CLMB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Climb Global Solutions, Inc. (NASDAQ: CLMB) SEC filings page provides access to the company’s official regulatory disclosures, including annual, quarterly and current reports. As a value-added global IT distribution and solutions company operating across the U.S., Canada and Europe, Climb uses its SEC filings to report on its activities in Security, Data Management, Connectivity, Storage & HCI, Virtualization & Cloud, and Software & Application Lifecycle or ALM.
Among the most important documents for CLMB are its Form 10-K annual reports, which describe the company’s business, risk factors, segment information and financial statements, and its Form 10-Q quarterly reports, which provide interim financial data and management discussion of performance. Investors can also review Form 8-K current reports, such as those filed to furnish press releases announcing quarterly results. These 8-K filings typically reference net sales, gross billings, gross profit, non-GAAP measures like adjusted net income and adjusted EBITDA, and other material operational information.
For users interested in ownership and governance, this page also surfaces proxy statements and Form 4 insider transaction reports when available, which disclose trades by directors and officers. Together, these filings give a detailed view of how Climb manages its value-added distribution and solutions business and how it measures performance, including the use of gross billings as a key operational metric.
Stock Titan enhances the CLMB filings page with AI-powered summaries that explain the key points of lengthy documents in plain language. Real-time updates from EDGAR ensure that new 10-K, 10-Q, 8-K and Form 4 filings appear quickly, while AI highlights important sections related to segment performance, non-GAAP reconciliations and other disclosures relevant to Climb’s role in the Business to Business Electronic Markets industry.
Climb Global Solutions, Inc. chief executive officer and director Dale Richard Foster reported a routine tax-related share withholding. On February 5, 2026, 328 shares of common stock were withheld at a price of $119.87 per share when restricted stock vested to cover his tax obligations. Following this transaction, he directly beneficially owned 76,075 shares of Climb Global Solutions common stock.
Climb Global Solutions’ Chief Financial Officer, Matthew M. Sullivan, reported an automatic share withholding related to equity compensation. On February 5, 2026, 276 shares of common stock were withheld at a price of $119.87 per share to cover taxes upon vesting of restricted stock.
After this tax withholding, Sullivan beneficially owned 19,082 shares of Climb Global Solutions common stock, held directly. The transaction was coded "F," indicating shares withheld by the issuer rather than an open-market sale.
Climb Global Solutions, Inc. Chief Operating Officer reports tax-related share withholding. On 02/05/2026, 297 shares of common stock were withheld at a price of $119.87 per share when restricted stock vested, to cover the reporting person’s tax obligations. Following this transaction, the COO directly beneficially owns 12,296 shares of Climb Global Solutions common stock.
Climb Global Solutions (CLMB) reported an insider transaction by CEO and Director Dale Foster. On 11/05/2025, 529 shares of common stock were withheld at $113.25 per share, coded “F,” which reflects shares withheld to cover taxes at the vesting of restricted stock.
Following this transaction, Dale Foster beneficially owns 76,403 shares directly. The filing notes the withholding as a tax-related event tied to restricted stock vesting, not an open-market buy or sell.
Climb Global Solutions (CLMB) disclosed a Form 4 for officer Charles Bass, Chief Alliance Officer. On 11/05/2025, 365 shares of common stock were withheld under transaction code F at $113.25 per share to cover taxes upon restricted stock vesting. Following the transaction, Bass beneficially owns 26,296 shares directly.
Climb Global Solutions (CLMB) reported an insider transaction by its Chief Financial Officer. On 11/05/2025, the CFO had 230 shares of common stock withheld at $113.25 per share to satisfy taxes upon vesting of restricted stock (transaction code F). Following this administrative withholding, the officer beneficially owns 19,358 shares, held directly. This filing reflects tax-related share withholding rather than an open-market trade.
Climb Global Solutions (CLMB) filed a Form 4 reflecting tax withholding tied to RSU vesting. On 11/05/2025, 262 shares of common stock were withheld (transaction code F) at a price of $113.25 to satisfy the reporting person’s tax obligations, per the footnote. Following this transaction, the Chief Operating Officer directly beneficially owns 12,593 shares.
Climb Global Solutions (CLMB) reported Q3 2025 results. Net sales were $161.3M versus $119.3M a year ago, while nine‑month sales reached $458.7M versus $303.8M. Q3 gross profit was $25.7M and income from operations was $6.9M. Q3 net income was $4.7M compared with $5.5M last year.
Nine‑month net income rose to $14.3M from $11.6M. Cash and cash equivalents increased to $49.8M from $29.8M at December 31, 2024, aided by operating cash flow of $28.5M. Accounts receivable declined, reducing total assets to $376.1M from $469.2M. The revolving credit facility had no outstanding borrowings, and the term loan balance was $0.3M.
Distribution remained the growth driver with nine‑month segment sales of $439.6M. The company paid quarterly dividends of $0.17 per share and recorded a $1.4M non‑cash increase in contingent consideration year‑to‑date. Two customers represented 22% and 14% of Q3 net sales.
Climb Global Solutions reported that it issued a press release announcing financial results for the quarter ended September 30, 2025. The company furnished the press release as Exhibit 99.1 to this Form 8-K.
The company stated that the information in this report under Item 2.02, including Exhibit 99.1, is furnished and not deemed filed under the Exchange Act. The common stock trades on The Nasdaq Global Market under the symbol CLMB.
Wasatch Advisors LP reports beneficial ownership of 281,131 shares of Climb Global Solutions, representing 6.1% of the outstanding common stock. The firm discloses sole voting power over 268,296 shares and sole dispositive power over 281,131 shares. The statement classifies Wasatch as an investment adviser organized in Delaware and affirms the holdings are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. This Schedule 13G formally notifies the market of a material institutional stake above the 5% reporting threshold.