CJMBNasdaqServices-Business Services, NECFiscal year ends December 31
CALLAN JMB INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$1.92−0.28 (-12.73%)
Close on Oct 19, 2026
- Market cap
- $10.84M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
10.8%
1M of 6M shares
Institutional holders
15
6 new, 3 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
13 buys · 0 sales
Net bought $165.50K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Bard Associates Inc | 245,682 | 5.30% | 13G (passive) amendment | Dec 4, 2025 |
| Ionic Ventures, LLC | 233,725 | 5.50% | 13G (passive) | Feb 5, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CJMB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Creative Planning | 255,693 | 4.45% | $205.58K | – | 0.00% |
| Bard Associates Inc | 229,250 | 3.99% | $184.32K | −16,232 | 0.04% |
| Citadel Advisors LLC | 32,086 | 0.56% | $25.80K | New | 0.00% |
| Axxcess Wealth Management, LLC | 25,000 | 0.43% | $20.10K | New | 0.00% |
| Geode Capital Management, LLC | 15,672 | 0.27% | $12.60K | −7,297 | 0.00% |
| Financial Plan, Inc. | 13,500 | 0.23% | $10.85K | New | 0.01% |
| Citigroup Inc | 13,423 | 0.23% | $10.79K | New | 0.00% |
| HighTower Advisors, LLC | 12,500 | 0.22% | $10.05K | – | 0.00% |
| XTX Topco Ltd | 11,287 | 0.20% | $9.08K | New | 0.00% |
| Vanguard Capital Management LLC | 6,664 | 0.12% | $5.36K | – | 0.00% |
| UBS Group AG | 5,643 | 0.10% | $4.54K | +4,009 | 0.00% |
| Qsemble Capital Management, LP | 1,561 | 0.03% | $377.67K | −3,267 | 0.05% |
| Tower Research Capital LLC (TRC) | 434 | 0.01% | $349 | −1,636 | 0.00% |
| Caitong International Asset Management Co., Ltd | 1 | 0.00% | $1 | −1 | 0.00% |
| Barclays PLC | 1 | 0.00% | $1 | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 15 | 1M | 10.8% | 6 / 1 | 5 / 3 | 0M | 0M |
| Q1 2026 | 12 | 1M | 10.4% | 7 / 2 | 2 / 7 | 0M | 0M |
| Q4 2025 | 12 | 1M | 12.7% | 5 / 3 | 1 / 2 | 0M | 0M |
| Q3 2025 | 9 | 1M | 13.0% | 0 / 1 | 5 / 0 | 0M | 0M |
| Q2 2025 | 9 | 1M | 12.2% | 2 / 3 | 2 / 0 | 0M | 0M |
| Q1 2025 | 7 | 1M | 12.0% | 7 / 0 | 0 / 0 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CJMB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Extended Market Index Fund | 18,248 | 0.32% | $13.32K | 0.00% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 6,664 | 0.12% | $5.36K | 0.00% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 2,066 | 0.04% | $1.51K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Wayne D. Williams | CEO, Chairman and President, Director, 10% owner | 2,377,468 | 41.33% | Dec 18, 2025 |
| Eric L. Kash | Executive Vice President, Director | – | – | Feb 12, 2025 |
| David J. Croyle | Chief Medical Officer, 10% owner | 1,550,000 | 26.95% | Mar 26, 2026 |
| Jeffrey Appleman | Chief Financial Officer | – | – | Feb 12, 2025 |
| Gerald Dial | Director | 12,000 | 0.21% | Jun 1, 2026 |
| Liberty Smith Duke | Director | 1,512 | 0.03% | Dec 10, 2025 |
| Mark Meller | Director | – | – | Feb 12, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David J. Croyle Chief Medical Officer, 10% owner | Mar 20, 2026 | Buy | +10,195 | $1.75 | $17.84K | 800,000 |
| David J. Croyle Chief Medical Officer, 10% owner | Mar 6, 2026 | Buy | +14,805 | $1.76 | $26.06K | 789,805 |
| Gerald Dial Director | Dec 30, 2025 | Buy | +10,000 | $0.76 | $7.60K | 12,000 |
| Gerald Dial Director | Dec 30, 2025 | Buy | +461 | $1.22 | $562 | 461 |
| Gerald Dial Director | Dec 30, 2025 | Buy | +1,539 | $1.20 | $1.85K | 2,000 |
| Wayne D. Williams CEO, Chairman and President, Director, 10% owner | Dec 16, 2025 | Buy | +5,000 | $1.73 | $8.65K | 84,355 |
| Wayne D. Williams CEO, Chairman and President, Director, 10% owner | Dec 15, 2025 | Buy | +10,810 | $1.70 | $18.38K | 79,355 |
| Wayne D. Williams CEO, Chairman and President, Director, 10% owner | Dec 12, 2025 | Buy | +4,926 | $1.75 | $8.62K | 2,267,488 |
| Wayne D. Williams CEO, Chairman and President, Director, 10% owner | Dec 11, 2025 | Buy | +62 | $1.79 | $111 | 2,262,562 |
| Wayne D. Williams CEO, Chairman and President, Director, 10% owner | Dec 11, 2025 | Buy | +30,856 | $1.65 | $50.91K | 68,545 |
| Wayne D. Williams CEO, Chairman and President, Director, 10% owner | Dec 10, 2025 | Buy | +13,689 | $1.65 | $22.59K | 38,689 |
| Liberty Smith Duke Director | Dec 9, 2025 | Buy | +612 | $1.52 | $930 | 1,512 |
| Liberty Smith Duke Director | Dec 8, 2025 | Buy | +900 | $1.56 | $1.40K | 900 |
| David J. Croyle Chief Medical Officer, 10% owner | Mar 27, 2025 | Buy | +25,000 | $4.50 | $112.50K | 775,000 |
| David J. Croyle Chief Medical Officer, 10% owner | Feb 5, 2025 | Buy | +24,375 | $4.00 | $97.50K | 24,375 |
| Wayne D. Williams CEO and President, Director, 10% owner | Feb 5, 2025 | Buy | +12,500 | $4.00 | $50.00K | 2,262,500 |
| Wayne D. Williams CEO and President, Director, 10% owner | Feb 5, 2025 | Buy | +25,625 | $4.00 | $102.50K | 25,625 |
| Wayne D. Williams CEO and President, Director, 10% owner | Feb 5, 2025 | Buy | +25,000 | $4.00 | $100.00K | 25,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.