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David Kaplan

CaliforniaFinance

AIProfile Summary

David Kaplan, born in 1967 and based in California, is a U.S. finance industry billionaire with an estimated net worth of ~$1.8B RTB. The SEC data ties him to Climb Global Solutions, Inc., a public company in the wholesale computers and software distribution business, and shows a large volume of filings connected to the company SEC EDGAR.

Business & SEC Activity

SEC records show 1,003 total filings tied to Climb Global Solutions, Inc., including 703 insider filings, with recent Form 4 filings in April, May, and June 2026 SEC EDGAR. Form 4 is the SEC filing insiders use to report changes in their ownership of company stock, so this record indicates frequent insider reporting activity SEC EDGAR.

Philanthropy

Three Kaplan-named foundations filed 2023 Form 990s and reported a combined $2,165,705 in grants paid and $28,658,965 in total assets ProPublica 990. The largest reported foundation was the Kaplan Foundation in Northbrook, Illinois, with $795,955 in grants paid and $14,595,780 in assets; the Kaplan Foundation in Cincinnati reported $877,858 in grants paid, and the Kaplan Family Foundation in Philadelphia reported $491,892 ProPublica 990.

Political Activity

FEC records show 100 contributions totaling $8,177.81 during the reported period FEC. The largest recipient was PATRIOT PAC FUND at $3,500, and the party breakdown shows $2,130 to Democrats, $198 to Republicans, and $5,849.81 to unknown or unclassified recipients FEC.

In the News

The provided news feed contains many unrelated items and does not include a clear article about David Kaplan NewsAPI. No validated GDELT articles were returned for this profile RTB.

AI-generated summary from fec, newsapi, rtb, propublica_990, gdelt, sec_edgar 6/27/2026 (gpt-5.4-mini). All claims are derived from the source data shown below.

USU.S. Presence

residenceLos Angeles, California

990Philanthropy

$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 3/9/2026) (proPublica_990)

FECPolitical Contributions

$8KTotal Contributed
100Contributions
2025–2025Date Range

By Party

Unknown
$6K
DEM
$2K
REP
$198

Top Recipients

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
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 6/23/2026 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