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Explore the SEC Form 4 detailing changes in beneficial ownership by Jeffrey Geygan at Climb Global Solutions, Inc. for 2024.
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How to fill out sec form 4

01
Obtain a copy of SEC Form 4 from the SEC website or your broker.
02
Fill in your name and address in the designated sections.
03
Provide your relationship to the issuer (e.g., officer, director, or beneficial owner).
04
Indicate the date of the transaction.
05
Specify the title of the security involved in the transaction.
06
Indicate the transaction type (e.g., purchase, sale, acquisition).
07
Fill out the price per share and the number of shares involved.
08
Report any other necessary details, such as option exercises or vesting.
09
Review the completed form for accuracy.
10
Submit the form electronically via the SEC's EDGAR system or mail it to the appropriate office.

Who needs sec form 4?

01
Individuals required to file SEC Form 4 include corporate insiders such as officers, directors, and beneficial owners of more than 10% of a company's equity securities.
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SEC Form 4 is a form used by insiders of publicly traded companies to report their trades in the company's stock. This includes buying or selling shares and options.
Insiders, which include officers, directors, and any shareholders owning more than 10% of a company's stock, are required to file SEC Form 4.
To fill out SEC Form 4, insiders must provide their name, the date of the transaction, the price, the number of shares bought or sold, and the ownership type (direct or indirect).
The purpose of SEC Form 4 is to provide transparency regarding the trading activities of company insiders and to inform the public about potential changes in company ownership.
SEC Form 4 must report the insider's name, relationship to the issuer, transaction date, transaction type, number of shares, price per share, and the ownership status after the transaction.
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