CLIMB GLOBAL SOLUTIONS INC (CLMB)

Sector: Information Technology

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2026 Annual Meeting Analysis

CLIMB GLOBAL SOLUTIONS INC · Meeting: June 2, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

4

Directors AGAINST

0

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Directors

4 FOR
✓ FOR
John McCarthy

McCarthy has served since June 2019 and brings deep technology industry executive experience; CLMB's 3-year TSR of +68.6% outperforms the peer group median by +45.4pp, well below the 65pp underperformance threshold needed to trigger a AGAINST vote, and no overboarding, attendance, or independence concerns are present.

✓ FOR
Andy Bryant

Bryant has served since July 2019 with relevant technology distribution experience from Arrow Electronics and Avnet; the same strong TSR analysis applies and no other policy flags are triggered.

✓ FOR
Dale Foster

Foster serves as CEO and director since January 2020 and is subject to the same TSR trigger as all other directors; CLMB's 3-year TSR of +68.6% outperforms the peer median by +45.4pp, well within the 65pp threshold, so no TSR-based AGAINST vote is warranted, and the Say on Pay analysis is handled separately.

✓ FOR
Paul Giovacchini

Giovacchini joined in April 2025, which is less than 24 months before the meeting date, making him exempt from the TSR underperformance trigger under the new-director exemption, and his background in private equity and board leadership is relevant to the company's stage.

All four director nominees pass policy screens. CLMB's 3-year total shareholder return of +68.6% outperforms the disclosed compensation peer group median by +45.4 percentage points, which is comfortably below the 65pp underperformance threshold required to trigger a AGAINST vote for directors with strong positive absolute returns. No overboarding, attendance failures, independence violations, or familial relationship concerns are identified for any nominee. Giovacchini is additionally exempt as a director who joined within the past 24 months.

Say on Pay

✓ FOR

CEO

Dale Foster

Total Comp

$3,016,169

Prior Support

97%%

CEO Dale Foster received total compensation of approximately $3.0 million for fiscal 2025, which is reasonable for a CEO at a technology distribution company with a ~$389 million market cap and strong operating results including 16% gross profit growth and 15% net income growth. The prior Say on Pay vote received 97% support, indicating strong shareholder endorsement of the compensation structure. Pay mix is appropriately weighted toward variable and long-term components — base salary of $600,000 represents approximately 20% of total compensation, with the remainder in performance-based cash incentives (130% of target, reflecting strong but not excessive upward discretion linked to a completed strategic acquisition) and equity awards split 40% time-vested and 60% performance-based stock units tied to measurable EPS and ROE goals over a three-year period; the company also maintains a meaningful clawback policy compliant with SEC and Nasdaq standards.

Auditor Ratification

✓ FOR

Auditor

Deloitte & Touche LLP

Tenure

N/A

Audit Fees

$940,000

Non-Audit Fees

$0

Deloitte charged $940,000 in audit fees for fiscal 2025 with zero non-audit, audit-related, or tax fees, yielding a non-audit fee ratio of 0% — well below the 50% threshold that would raise independence concerns. Auditor tenure is not disclosed in the proxy so the tenure trigger cannot fire, and no material restatements are indicated. Deloitte is a Big 4 firm appropriate for a company of this size and complexity.

Overall Assessment

The 2026 Climb Global Solutions annual meeting presents a four-proposal ballot with no major governance red flags. All four director nominees pass TSR, independence, attendance, and overboarding screens; the auditor has zero non-audit fees; and the Say on Pay program features appropriate pay mix, strong prior shareholder support, and meaningful performance conditions — all pointing to FOR votes across the standard proposals.

Filing date: April 24, 2026·Policy v1.2·high confidence

Compensation Peer Group

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