Binah Capital Group, Inc. (BCG)
Nasdaq: BCG · Finance Services · New York, NY · filing with the SEC since 2022
Who owns Binah Capital Group, Inc.
As filed with the SECHolders of 5% or more
2
Alta Partners LLC holds 5.5% of Common Stock, par value $0.0001 per share, as its SCHEDULE 13G filed Nov 21, 2025 says.
Directors and officers
5
report now, of 5 people on the record since 2024. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Alta Partners LLC
SCHEDULE 13G · filed Nov 21, 2025 · Common Stock, par value $0.0001 per share
Wentworth Funding LLC
SCHEDULE 13G/A · filed Jul 20, 2026 · Common Stock, par value $0.0001 per share · 7.2% in Nov 12, 2025
What BCG reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Cabot Lodge Securities LLC
An entity · consolidated entity · owns, named in the 10-K filed Mar 31, 2026
Purshe Kaplan Sterling Investments Inc
An entity · consolidated entity · owns, named in the 10-K filed Mar 31, 2026
World Equity Group Inc
An entity · consolidated entity · owns, named in the 10-K filed Mar 31, 2026
Insider tradesForm 4
0sales
4purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
No open-market trade is on the record for these years.
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window2 of 6 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Gould Craig | Chief Executive Officer | 0 | $0 | 0 | 3 | $0 |
| Shane David M. | Chief Financial Officer | 0 | $0 | 0 | 1 | $0 |