WAVEMAN · COMPANY

CAPS · Capstone Holding Corp.

LIVE

TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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CAPS

Name: Capstone Holding Corp. (CAPS) insider trading and ownership data
Creator: WaveMan
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Capstone Holding Corp.

WHOLESALE & RETAIL · WHOLESALE-LUMBER & OTHER CONSTRUCTION MATERIALS · CIK 0000887151

SEC FILINGS☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

13F, latest reported quarter

REVENUE GROWTH

+2.3%

XBRL, annual

NET MARGIN

-45.3%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

no member of Congress has reported trading it

FUNDS

7 funds added or opened last quarter

below 86% of Wholesale & Retail

REVENUE

+2.3% year over year

below 55% of Wholesale & Retail

MARGIN

-45.3% net margin

below 90% of Wholesale & Retail

BUYBACKS

no share repurchases reported

SHORT

1.5% of shares outstanding short · 3.3 days to cover · settled 2026-07-31

below 62% of Wholesale & Retail

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -84.5%

-84.5%12M

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows 7 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

CVNA WMT AMZN SNX RVLV W AZO PSMT WLFC TDUP URBN TTSH

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred 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 2026-09-05.

INSIDER

FILED

VALUE

TOPOREK MICHAEL

Director

BUY

2025-03-07

41,750.0

$167.0K

Lipman Matthew E.

Chief Executive Officer

BUY

2025-03-07

41,750.0

$167.0K

Strout Gordon Lewis Jr

Director

BUY

2025-03-07

41,500.0

$166.0K

3 TRANSACTIONS ON RECORD · THIN RECORD, READ IT AS SUCH

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Institutional holders

13F · holdings as of the latest quarter funds have reported

GEODE CAPITAL MANAGEMENT, LLC

61,497.0 sh

$15.6K

StoneX Group Inc.

39,464.0 sh

$12.8K

JANE STREET GROUP, LLC

46,776.0 sh

$11.9K

GOLDMAN SACHS GROUP INC

15,929.0 sh

$4.0K

NORTHERN TRUST CORP

10,959.0 sh

$2.8K

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Fidelity Extended Market Index Fund

$6.9K POSITION · AS OF 2026-02-28

0.0%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2018-12
REVENUE	$46.9M	$45.8M	$48.6M	$-2.0M
GROSS PROFIT	$10.8M	$9.6M	$9.6M	—
OPERATING INCOME	$-11.0M	$-638.0K	$-1.3M	$181.0K
NET INCOME	$-21.2M	$-2.6M	$-3.8M	$380.0K
EPS (DILUTED)	—	-34.87	-36.39	—
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-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE