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.
$587.1K
1
7
-$117.9K
Holdings By Company
| 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| 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 |