STOCK TITAN

Castellum (NYSE: CTM) CEO adds stock, awarded 773,630 options

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Castellum, Inc. President and CEO Glen R. Ives increased his stake through a small share purchase and a large option grant. He bought 1,262 shares of common stock at $0.612 per share under the 2025 Employee Stock Purchase Plan, at a 15% discount to the June 30, 2026 closing price.

Following this purchase, he directly owns 200,878 common shares. In connection with a July 1, 2026 amendment to his employment agreement, he was also granted 773,630 stock options under the Third Amended 2021 Stock Incentive Plan, exercisable at $0.73 per share, vesting ratably over eighteen months and expiring in 2033.

Positive

  • None.

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Insider Ives Glen R
Role President
Bought 1,262 shs ($772.34)
Type Security Shares Price Value
Grant/Award Stock Options 773,630 $0.00 --
Purchase Common Stock 1,262 $0.612 $772.34
Holdings After Transaction: Stock Options — 773,630 shares (Direct, null); Common Stock — 200,878 shares (Direct, null)
Footnotes (1)
  1. Pursuant to the terms of the Castellum, Inc. 2025 Employee Stock Purchase Plan, the reporting person purchased 1,262 shares of common stock of the Registrant. The per share purchase price was calculated at a discount of fifteen percent to the closing price of the Registrant's common stock as quoted on the NYSE American LLC on June 30, 2026. In connection with the July 1, 2026 second amendment to his employment agreement dated July 1, 2024, Mr. Ives received 773,630 stock options issued pursuant to the Castellum, Inc. Third Amended 2021 Stock Incentive Plan to purchase 773,630 shares of common stock which vest ratably over eighteen months. The exercise price is the closing price of the Registrant's common stock as quoted on the NYSE American LLC on the date of grant.
Open-market ESPP purchase 1,262 shares at $0.612 Common stock bought on July 1, 2026 under 2025 ESPP
Common shares held 200,878 shares Direct ownership after July 1, 2026 transactions
Option grant size 773,630 options Stock options to buy common shares granted July 1, 2026
Option exercise price $0.73 per share Exercise price equals closing price on grant date
Option vesting schedule 18 months ratable Options vest evenly over eighteen months
Option expiration 2033-06-30 Expiration date for 773,630 stock options
ESPP discount 15% Purchase price discount to June 30, 2026 closing price
Employee Stock Purchase Plan financial
"Pursuant to the terms of the Castellum, Inc. 2025 Employee Stock Purchase Plan, the reporting person purchased 1,262 shares"
An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.
Third Amended 2021 Stock Incentive Plan financial
"stock options issued pursuant to the Castellum, Inc. Third Amended 2021 Stock Incentive Plan to purchase 773,630 shares"
stock options financial
"Mr. Ives received 773,630 stock options issued pursuant to the Castellum, Inc. Third Amended 2021 Stock Incentive Plan"
Stock options are agreements that give a person the right to buy or sell a company's stock at a specific price within a certain time frame. They are often used as a reward or incentive, similar to a coupon that can be used later if the stock price rises, allowing the holder to make a profit.
exercise price financial
"The exercise price is the closing price of the Registrant's common stock as quoted on the NYSE American LLC"
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
vest ratably financial
"to purchase 773,630 shares of common stock which vest ratably over eighteen months"
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Learn about SEC filing dates
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*
Ives Glen R

(Last)(First)(Middle)
1934 OLD GALLOWS ROAD
SUITE 350

(Street)
VIENNA VIRGINIA 22182

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Castellum, Inc. [ CTM ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)XOther (specify below)
PresidentChief Executive Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/01/2026
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 Stock07/01/2026P1,262A$0.612(1)200,878D
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
Stock Options$0.7307/01/2026A773,630 (2)06/30/2033Common Stock773,630(2)773,630D
Explanation of Responses:
1. Pursuant to the terms of the Castellum, Inc. 2025 Employee Stock Purchase Plan, the reporting person purchased 1,262 shares of common stock of the Registrant. The per share purchase price was calculated at a discount of fifteen percent to the closing price of the Registrant's common stock as quoted on the NYSE American LLC on June 30, 2026.
2. In connection with the July 1, 2026 second amendment to his employment agreement dated July 1, 2024, Mr. Ives received 773,630 stock options issued pursuant to the Castellum, Inc. Third Amended 2021 Stock Incentive Plan to purchase 773,630 shares of common stock which vest ratably over eighteen months. The exercise price is the closing price of the Registrant's common stock as quoted on the NYSE American LLC on the date of grant.
Remarks:
/s/ Glen R. Ives07/02/2026
** 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)

FAQ

What insider transactions did Castellum (CTM) CEO Glen R. Ives report?

Glen R. Ives reported buying 1,262 Castellum common shares and receiving 773,630 stock options. The share purchase was through the 2025 Employee Stock Purchase Plan, while the options were granted under the Third Amended 2021 Stock Incentive Plan tied to his employment agreement.

How many Castellum (CTM) shares does the CEO own after these transactions?

After the reported transactions, Glen R. Ives directly owns 200,878 shares of Castellum common stock. This total includes his existing holdings plus the 1,262 shares purchased through the 2025 Employee Stock Purchase Plan at a discounted price on July 1, 2026.

What are the key terms of the 773,630 stock options granted to the Castellum (CTM) CEO?

The CEO received 773,630 stock options to purchase Castellum common stock at a $0.73 exercise price. These options vest ratably over eighteen months and expire in 2033, providing long-term equity-based compensation linked to his amended employment agreement effective July 1, 2026.

At what price did the Castellum (CTM) CEO buy shares under the Employee Stock Purchase Plan?

Glen R. Ives bought 1,262 shares of Castellum common stock at $0.612 per share. This ESPP purchase price reflected a 15% discount to the closing price quoted on the NYSE American on June 30, 2026, as specified in the plan’s terms.

Which Castellum (CTM) incentive plans were involved in the CEO’s Form 4 transactions?

Two plans were involved: the 2025 Employee Stock Purchase Plan for the 1,262-share purchase, and the Castellum, Inc. Third Amended 2021 Stock Incentive Plan for the 773,630 stock option grant. Both transactions relate to Glen R. Ives’ ongoing compensation and share ownership.