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CAPS · Capstone Holding Corp.
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CAPS Capstone (CAPS) Insider Trading, Ownership & Congress Trades

Wholesale & Retail · Wholesale-lumber & other construction materials · CIK 0000887151
Quote by TradingView
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
7
13F, latest reported quarter

Capstone insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

No insider purchases or sales are on record for Capstone Holding Corp. in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
TOPOREK MICHAEL
Director
BUY
2026-07-24 SECtraded 2025-03-07
41,750
$167.0K
+991.7%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 100.0% of the 41,750 shares held after it.
  • 2 other insiders bought within 30 days.
  • 7 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director TOPOREK MICHAEL bought about $167.0K of CAPS on Mar 7, 2025, the largest insider purchase at the company on our record; 2 other insiders bought within 30 days and 7 funds added in the latest 13F quarter.
Lipman Matthew E.
Chief Executive Officer
BUY
2026-07-22 SECtraded 2025-03-07
41,750
$167.0K
+991.7%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 1.6% of the 2,570,412 shares held after it.
  • 2 other insiders bought within 30 days.
  • 7 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Lipman Matthew E. bought about $167.0K of CAPS on Mar 7, 2025, the largest insider purchase at the company on our record; 2 other insiders bought within 30 days and 7 funds added in the latest 13F quarter.
Strout Gordon Lewis Jr
Director
BUY
2026-08-11 SECtraded 2025-03-07
41,500
$166.0K
+1039.1%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 100.0% of the 41,500 shares held after it.
  • 2 other insiders bought within 30 days.
  • 7 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Strout Gordon Lewis Jr bought about $166.0K of CAPS on Mar 7, 2025, the largest insider purchase at the company on our record; 2 other insiders bought within 30 days and 7 funds added in the latest 13F quarter.
3 transactions on record · a thin record, read with care
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
7 funds bought in last quarter
below 86% of Wholesale & Retail
Revenue
+2.3% year over year
below 56% of Wholesale & Retail
Margin
-45.3% net margin
below 89% of Wholesale & Retail
Buybacks
no share repurchases reported
Short interest
9.8% of shares outstanding short · 1.0 days to cover · settled 2026-09-30
more than 85% of Wholesale & Retail
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch CAPS

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+122.0%12M
-86%+45%+176%+307%2025-102025-122026-022026-042026-062026-082026-10
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns CAPS: institutional holders (13F)

13F holdings, latest reported quarter
GEODE CAPITAL MANAGEMENT, LLC
61,497 sh
$15.6K
StoneX Group Inc.
39,464 sh
$12.8K
JANE STREET GROUP, LLC
46,776 sh
$11.9K
GOLDMAN SACHS GROUP INC
15,929 sh
$4.0K
NORTHERN TRUST CORP
10,959 sh
$2.8K

Congress trades in CAPS

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

CAPS planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

CAPS mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Fidelity Extended Market Index Fund
$18.0K position · as of 2026-05-31
0.0%
Fidelity Series Total Market Index Fund
$1.2K position · as of 2026-05-31
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 7 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
CVNAWMTAMZNSNXWRVLVAZOPSMTWLFCTDUPURBNTTSH

CAPS financials

Revenue growth
+2.3%
XBRL, annual
Net margin
-45.3%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$59.6M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
-37.1%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
-$3.8M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
1.03x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Cash flow to debt
-0.28x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Return on equity
-114.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
-41.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on capital employed
-33.2%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
$66.5M
market value at close 2026-10-27 on 2026-08-10 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
FCF yield
-7.1%
TTM free cash flow over market value at close 2026-10-27
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122018-12
Revenue$46.9M$45.8M$48.6M-$2.0M
Gross profit$10.8M$9.6M$9.6Mn/a
Operating income-$11.0M-$638.0K-$1.3M$181.0K
Net income-$21.2M-$2.6M-$3.8M$380.0K
EPS (diluted)n/a-34.87-36.39n/a
Operating cash flow-$4.4M$3.8M$1.6M$66.0K
Cash$727.0K$11.0K$52.0K$1.3M
Long-term debt$9.3M$6.3M$5.1M$2.5M
SEC XBRL, fiscal years, as known on 2026-10-28

CAPS Stock Sonar score 5/7 axes

Find similar shapesCompare

CAPS ranks highest on growth (44th percentile) and risk and compliance (22nd), and lowest on profitability (10th), among Wholesale & Retail peers.

ProfitHealthGrowthInstitutionsRisk
Profitability
10
Inputs
  • Return on equity-114.2% · 8 pct, sector of 206
  • Return on assets-41.5% · 13 pct, sector of 257
  • Return on invested capitalpre-tax loss, no effective tax rate to apply
  • Return on capital employed-33.2% · 10 pct, sector of 220
Financial health
17
Inputs
  • Debt to equity1.03x · 22 pct, sector of 222
  • Cash flow to debt-0.28x · 13 pct, sector of 210
Growth
44
Inputs
  • Revenue growth, YoY+2.3% · 44 pct, sector of 311
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Institutional and government
14
Inputs
  • Funds adding, latest quarter7 · 14 pct, sector of 234
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
22
Inputs
  • Short interest, % of shares outstanding (no float on file)+9.8% · 29 pct, sector of 320
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-K+23.5% · 15 pct, sector of 226
2 not measured: Insider conviction, US patents
  • Insider conviction needs 1 of 2 inputs, 0 present: no Form 4 purchase or sale (code P or S) in 180 days; no insider trades in 180 days
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

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