David Kaplan
Profile Summary
David Kaplan is a California-based finance figure, born in 1967, with an estimated net worth of ~$1.8B RTB.
Business & SEC Activity
SEC EDGAR records associated with this profile list Climb Global Solutions, Inc. (ticker: CLMB), an operating company in wholesale computers, peripherals, and software, as well as Shepherd Kaplan Krochuk, LLC SEC EDGAR. The records include 703 insider filings and 1,003 filings overall; the most recent listed filings are Form 4 reports from April through June 2026. A Form 4 is the SEC filing used to report transactions and holdings by corporate insiders SEC EDGAR.
Philanthropy
Three listed foundations reported combined assets of $28.7 million and $2.17 million in grants paid in tax year 2023 ProPublica 990. The Kaplan Foundation in Northbrook, Illinois reported $14.60 million in assets and $795,955 in grants; the Kaplan Foundation in Cincinnati, Ohio reported $11.65 million in assets and $877,858 in grants; and the Kaplan Family Foundation in Philadelphia reported $2.41 million in assets and $491,892 in grants ProPublica 990.
Political Activity
FEC records show at least 100 federal contributions in the most recent 100-record sample, totaling $9,755.06; the FEC reports 9,434 contributions in total, and the sampled records cover June 28 through August 4, 2026 FEC. In that sample, $5,908.63 was classified as Unknown and $3,846.43 as Democratic. The largest listed recipients were ActBlue ($2,611.16), Patriot PAC ($2,500), Pat Ryan for Congress ($1,000), Eli Lilly and Company Political Action Committee ($797.47), and the Maine Democratic Party ($250) FEC.
These donations are matched to this person by name only, so some may belong to a different person with the same name: FEC filings can include a donor's employer and city, but our matching does not check them against what we know about this person.
U.S. Presence
Philanthropy
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.
Political Contributions
These figures cover the 100 most recent of 9,434 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)
Every party in this sample is listed here. The bars are rounded for display; unrounded they total exactly $9,755.06.
Top Recipients (in the sample)
Matched by name only. These donations are matched to this person by name only, so some may belong to a different person with the same name: FEC filings can include a donor's employer and city, but our matching does not check them against what we know about this person.
SEC Filings
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
Score Breakdown
The giving score 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.
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
How much sourced public record we hold about this person — net worth, SEC filings, foundation 990s, news coverage, Wikidata. It measures our coverage, not how open the person is. Each further kind of record scores higher, up to eight. Political donation records matched to a person by name alone are not counted: they may belong to someone else with the same name. From October 7, 2026, our own AI-written summary and the profile photo are not counted either — neither is a public record — so grades that leaned on them moved down that day.
Data: SEC EDGAR, ProPublica 990s, GDELT / NewsAPI, Wikidata
Formula (v2): Giving score = 65% x Philanthropy + 35% x Data coverage
Scored on 10/16/2026 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.