James D. Klein

CIK 2058497 · President, CRBT · last filed 2026-06-08

James D. Klein is a President, CRBT who has filed 7 SEC Form 4 insider transactions across 1 company since 2025. The most recent filing shows the insider sold $26.0K of QCRH on Jun 8, 2026. Across all open-market trades the lifetime net is −$117.9K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $587.1K across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$587.1K

Companies

1

Total Filings

7

Lifetime Open-Market Net

-$117.9K

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
QCRH President, CRBT 6,148 $95.50 $587.1K -$117.9K 7 2026-06-08

Recent Filings

7 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2026-06-08 QCRH Sell (S) −428 -$26.0K EDGAR
2026-06-05 QCRH Mixed +94 $6.3K EDGAR
2026-03-12 QCRH Sell (S) −554 -$45.7K EDGAR
2026-03-04 QCRH Exer (M) +116 $8.7K EDGAR
2026-03-03 QCRH Mixed +438 $23.9K EDGAR
2025-03-17 QCRH Sell (S) −630 -$46.2K EDGAR
2025-03-04 QCRH Mixed +630 $32.3K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.