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David Kaplan

CaliforniaFinance

AIProfile Summary

David Kaplan is a U.S. finance-industry figure born in 1967 and based in California. His estimated net worth is ~$1.8 billion. SEC records identify Climb Global Solutions, Inc., a wholesale distributor of computers, peripherals, and software, along with Shepherd Kaplan Krochuk, LLC; the data does not specify Kaplan’s role in either entity. RTB SEC EDGAR

Business & SEC Activity

SEC EDGAR records for Climb Global Solutions, Inc. show 1,003 filings, including 703 insider filings. Recent Form 4 filings report insider transactions; Form 4 is the SEC form insiders use to disclose purchases, sales, and other changes in their company securities. SEC EDGAR

Philanthropy

Three Kaplan-named foundations reported $2,165,705 in grants paid and $28,658,965 in combined assets for tax year 2023. The Kaplan Foundation in Illinois reported $795,955 in grants and $14,595,780 in assets; the Kaplan Foundation in Ohio reported $877,858 in grants and $11,650,419 in assets; and the Kaplan Family Foundation in Pennsylvania reported $491,892 in grants and $2,412,766 in assets. ProPublica 990

Political Activity

The supplied FEC data covers only the most recent 100 contributions and indicates at least 100 federal contributions; the full amount and history are unknown. In this sample, contributions totaled $8,177.81, including $2,130 categorized as Democratic, $198 as Republican, and $5,849.81 as unknown; the largest listed recipient was Patriot PAC Fund at $3,500. FEC

AI-generated summary from fec, rtb, gdelt, propublica_990, sec_edgar 8/29/2026 (gpt-5.6-luna). All claims are derived from the source data shown below.

USU.S. Presence

residenceLos Angeles, California

990Philanthropy

Foundations are matched to a person by name, not by trustee records — so a same-surname family foundation can land here in error. Every entity below links to its full IRS filing; if one doesn’t belong, tell us at hello@skylarkcreations.com and we’ll pull it.

$28.7MFoundation Assets
$2.2MGrants Paid
3Foundations
Kaplan FoundationNorthbrook, IL
Assets: $14.6MRevenue: $834KGrants: $796KTax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Kaplan FoundationCincinnati, OH
Philanthropy, voluntarism & grantmaking (IRS NTEE T00Z)
Assets: $11.7MRevenue: $1.6MGrants: $878KTax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Kaplan Family FoundationPhiladelphia, PA
Private grantmaking foundation (IRS NTEE T20Z)
Assets: $2.4MRevenue: $293KGrants: $492KTax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Source: ProPublica (990) annual filing · latest on record (retrieved 8/1/2026) (proPublica_990)

FECPolitical Contributions

$8K+In Records We Hold
100+Contributions
2025–2025Range Shown

These figures cover the 100 most recent federal contributions on file, not the full record. The total, party split, top recipients and dates below are all computed over that sample, so each is a floor rather than a complete figure.

By Party (in the sample)

Unknown
$6K
DEM
$2K
REP
$198

Top Recipients (in the sample)

PATRIOT PAC FUND$4K
FETTERMAN FOR PA$1K
ELI LILLY AND COMPANY POLITICAL ACTION COMMITTEE$797.47
TROUTMAN PEPPER LOCKE LLP POLITICAL ACTION COMMITTEE, INC.$725
ACTBLUE$602.34

Matched by name only. These are the donations the FEC lists under this person’s name — so a different person with the same name can show up here too.

Source: FEC contribution filings · latest on record (retrieved 3/10/2026) (fec)

SECSEC Filings

1,003Total Filings
703Insider Filings
1,270EDGAR Mentions

Associated Companies

Entities appearing alongside this person in SEC full-text search — an association, not necessarily ownership or control. Follow each link to the primary SEC record to judge for yourself.

Recent Insider Filings

4FORM 4
6/9/2026
4FORM 4
6/4/2026
4FORM 4
6/4/2026
4FORM 4
5/6/2026
4FORM 4
5/6/2026
4FORM 4
5/6/2026
4FORM 4
5/6/2026
4FORM 4
5/5/2026
4FORM 4
4/10/2026
4FORM 4
4/10/2026
Source: SEC EDGAR regulatory filings · latest on record (retrieved 6/27/2026) (sec_derived)

PBSScore Breakdown

C
39.3
Public Benefit Score

The PBS is a weighted average of 2 components. The formula is open and versioned — the weight percentages below show how much each component contributes to the final score.

Philanthropy65% weight
20%

Evidenced charitable giving — built on what they actually give each year, not parked assets. Dominated by generosity (annual giving relative to net worth — the share of your fortune you give), plus the absolute scale of that giving, plus a small nudge for signing the Giving Pledge (a commitment, not a realized action).

Data: ProPublica 990 charitable disbursements, net worth, The Giving Pledge registry

Transparency35% weight
75%

How much sourced, public accountability data exists — net worth, political contributions, SEC filings, foundation 990s, news coverage, and a verified profile. More public disclosure scores higher.

Data: FEC, SEC EDGAR, ProPublica 990s, GDELT / NewsAPI, Wikidata

Formula (v2): PBS = 65% x Philanthropy + 35% x Transparency

Scored on 8/31/2026 on a 0–100 scale. The score uses only the signals we have populated data for. Goal Impact, Controversy, and Community Approval are deferred until that data exists — Phase 1 goal adoption, controversy detection, and community votes respectively.

All data is sourced from public records. Each section links to its original source.

David Kaplan — Public Benefit Score C (39) | Billionaire Army