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Nasdaq · USD

CASS

CASS INFORMATION SYSTEMS INC

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Tapewire entity
5217
SEC CIK
0000708781
Parsed reports
458

Last 12 months

Inside the activity.

0 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 11, 2025 Filed Dec 15, 2025 15:56 UTC GrantCommon Stock 297 $43.65 $12,964.05
Disclosure

SEC source: 0001462385-25-000005 · wk-form4_1765814177.xml · nonDerivative · entry 1

Schilling Randall L · CIK 0001462385 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,383

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
December 11, 2025 Filed Dec 15, 2025 15:57 UTC
WICKS FRANKDirector
GrantCommon Stock 297 $43.65 $12,964.05
Disclosure

SEC source: 0001201187-25-000005 · wk-form4_1765814234.xml · nonDerivative · entry 1

WICKS FRANK · CIK 0001201187 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,016

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
December 11, 2025 Filed Dec 15, 2025 15:53 UTC GrantCommon Stock 297 $43.65 $12,964.05
Disclosure

SEC source: 0001397219-25-000005 · wk-form4_1765813978.xml · nonDerivative · entry 1

LINDEMANN JAMES J · CIK 0001397219 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,611

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
December 11, 2025 Filed Dec 15, 2025 15:54 UTC GrantCommon Stock 297 $43.65 $12,964.05
Disclosure

SEC source: 0001220622-25-000005 · wk-form4_1765814085.xml · nonDerivative · entry 1

RUPP JOSEPH D · CIK 0001220622 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,714

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
December 11, 2025 Filed Dec 15, 2025 15:37 UTC GrantCommon Stock 297 $43.65 $12,964.05
Disclosure

SEC source: 0001558067-25-000004 · wk-form4_1765813053.xml · nonDerivative · entry 1

Clermont Ralph W · CIK 0001558067 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,839

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
October 02, 2025 Filed Oct 7, 2025 00:25 UTC
Resch Martin H.President & CEO
PurchaseCommon Stock 500 $38.69 $19,345.00
Disclosure

SEC source: 0001214659-25-014678 · marketforms-70949.xml · nonDerivative · entry 1

Resch Martin H. · CIK 0001831968 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,920

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
September 11, 2025 Filed Sep 12, 2025 14:41 UTC
WICKS FRANKDirector
GrantCommon Stock 298 $43.52 $12,968.96
Disclosure

SEC source: 0000708781-25-000099 · wk-form4_1757688084.xml · nonDerivative · entry 1

WICKS FRANK · CIK 0001201187 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,719

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
September 11, 2025 Filed Sep 12, 2025 14:40 UTC GrantCommon Stock 298 $43.52 $12,968.96
Disclosure

SEC source: 0000708781-25-000097 · wk-form4_1757688033.xml · nonDerivative · entry 1

Schilling Randall L · CIK 0001462385 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,086

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
September 11, 2025 Filed Sep 12, 2025 14:39 UTC GrantCommon Stock 298 $43.52 $12,968.96
Disclosure

SEC source: 0000708781-25-000095 · wk-form4_1757687972.xml · nonDerivative · entry 1

RUPP JOSEPH D · CIK 0001220622 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,417

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
September 11, 2025 Filed Sep 12, 2025 14:37 UTC GrantCommon Stock 298 $43.52 $12,968.96
Disclosure

SEC source: 0000708781-25-000091 · wk-form4_1757687830.xml · nonDerivative · entry 1

Clermont Ralph W · CIK 0001558067 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,542

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
September 11, 2025 Filed Sep 12, 2025 14:38 UTC GrantCommon Stock 298 $43.52 $12,968.96
Disclosure

SEC source: 0000708781-25-000093 · wk-form4_1757687879.xml · nonDerivative · entry 1

LINDEMANN JAMES J · CIK 0001397219 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,314

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
August 01, 2025 Filed Aug 4, 2025 18:24 UTC PurchaseCommon Stock 200 $39.61 $7,922.00
Disclosure

SEC source: 0000708781-25-000085 · wk-form4_1754331864.xml · nonDerivative · entry 1

Normile Michael James · CIK 0001850273 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,910

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
August 01, 2025 Filed Aug 4, 2025 18:23 UTC
Resch Martin H.President & CEO
PurchaseCommon Stock 500 $39.50 $19,750.00
Disclosure

SEC source: 0000708781-25-000083 · wk-form4_1754331807.xml · nonDerivative · entry 1

Resch Martin H. · CIK 0001831968 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,420

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
July 31, 2025 Filed Aug 1, 2025 14:27 UTC
Resch Martin H.President & CEO
PurchaseCommon Stock 500 $39.75 $19,875.00
Disclosure

SEC source: 0000708781-25-000081 · wk-form4_1754058426.xml · nonDerivative · entry 1

Resch Martin H. · CIK 0001831968 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,920

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
June 19, 2025 Filed Jun 20, 2025 18:22 UTC GrantCommon Stock 311 $41.68 $12,962.48
Disclosure

SEC source: 0000708781-25-000074 · wk-form4_1750443724.xml · nonDerivative · entry 1

Schilling Randall L · CIK 0001462385 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,788

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
June 19, 2025 Filed Jun 20, 2025 18:19 UTC
WICKS FRANKDirector
GrantCommon Stock 311 $41.68 $12,962.48
Disclosure

SEC source: 0000708781-25-000072 · wk-form4_1750443548.xml · nonDerivative · entry 1

WICKS FRANK · CIK 0001201187 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,421

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
June 19, 2025 Filed Jun 20, 2025 18:17 UTC GrantCommon Stock 311 $41.68 $12,962.48
Disclosure

SEC source: 0000708781-25-000069 · wk-form4_1750443414.xml · nonDerivative · entry 1

RUPP JOSEPH D · CIK 0001220622 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,119

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
June 19, 2025 Filed Jun 20, 2025 18:15 UTC GrantCommon Stock 311 $41.68 $12,962.48
Disclosure

SEC source: 0000708781-25-000067 · wk-form4_1750443335.xml · nonDerivative · entry 1

Clermont Ralph W · CIK 0001558067 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,244

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
June 19, 2025 Filed Jun 20, 2025 18:14 UTC GrantCommon Stock 311 $41.68 $12,962.48
Disclosure

SEC source: 0000708781-25-000065 · wk-form4_1750443259.xml · nonDerivative · entry 1

LINDEMANN JAMES J · CIK 0001397219 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,016

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
April 21, 2025 Filed Apr 22, 2025 19:33 UTC
Resch Martin H.President & CEO
PurchaseCommon Stock 200 $39.00 $7,800.00
Disclosure

SEC source: 0000708781-25-000058 · wk-form4_1745350411.xml · nonDerivative · entry 1

Resch Martin H. · CIK 0001831968 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,420

F1 · ownership.direct: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
April 21, 2025 Filed Apr 22, 2025 19:32 UTC PurchaseCommon Stock 250 $39.25 $9,812.50
Disclosure

SEC source: 0000708781-25-000056 · wk-form4_1745350327.xml · nonDerivative · entry 1

Normile Michael James · CIK 0001850273 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,710

F1 · ownership.direct: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
April 17, 2025 Filed Apr 18, 2025 18:31 UTC GrantCommon Stock 2,026 $39.48 $79,986.48
Disclosure

SEC source: 0000708781-25-000054 · wk-form4_1745001076.xml · nonDerivative · entry 1

Henry Wendy J. · CIK 0001908248 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,681

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
April 17, 2025 Filed Apr 18, 2025 18:30 UTC
BRUNNGRABER ERIC HDirector · Executive Chairman
GrantCommon Stock 2,026 $39.48 $79,986.48
Disclosure

SEC source: 0000708781-25-000052 · wk-form4_1745001003.xml · nonDerivative · entry 1

BRUNNGRABER ERIC H · CIK 0001216428 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 169,451

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
April 17, 2025 Filed Apr 18, 2025 18:28 UTC GrantCommon Stock 2,026 $39.48 $79,986.48
Disclosure

SEC source: 0000708781-25-000050 · wk-form4_1745000914.xml · nonDerivative · entry 1

Clermont Ralph W · CIK 0001558067 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,933

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
April 17, 2025 Filed Apr 18, 2025 18:27 UTC GrantCommon Stock 2,026 $39.48 $79,986.48
Disclosure

SEC source: 0000708781-25-000048 · wk-form4_1745000857.xml · nonDerivative · entry 1

Marr Ann Walter · CIK 0001942709 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,756

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
April 17, 2025 Filed Apr 18, 2025 18:26 UTC GrantCommon Stock 2,026 $39.48 $79,986.48
Disclosure

SEC source: 0000708781-25-000046 · wk-form4_1745000790.xml · nonDerivative · entry 1

Ebel Robert A · CIK 0001359469 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,269

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
April 17, 2025 Filed Apr 18, 2025 18:24 UTC
Roth Sally HDirector
GrantCommon Stock 2,026 $39.48 $79,986.48
Disclosure

SEC source: 0000708781-25-000044 · wk-form4_1745000651.xml · nonDerivative · entry 1

Roth Sally H · CIK 0001774949 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,425

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
April 17, 2025 Filed Apr 18, 2025 18:22 UTC
WICKS FRANKDirector
GrantCommon Stock 2,026 $39.48 $79,986.48
Disclosure

SEC source: 0000708781-25-000042 · wk-form4_1745000570.xml · nonDerivative · entry 1

WICKS FRANK · CIK 0001201187 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,110

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
April 17, 2025 Filed Apr 18, 2025 18:21 UTC GrantCommon Stock 2,026 $39.48 $79,986.48
Disclosure

SEC source: 0000708781-25-000040 · wk-form4_1745000458.xml · nonDerivative · entry 1

LINDEMANN JAMES J · CIK 0001397219 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,705

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
April 17, 2025 Filed Apr 18, 2025 18:19 UTC GrantCommon Stock 2,026 $39.48 $79,986.48
Disclosure

SEC source: 0000708781-25-000038 · wk-form4_1745000388.xml · nonDerivative · entry 1

EDWARDS BENJAMIN F IV · CIK 0001229986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,160

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

F2 · balance_after: Includes 487 shares acquired through participation in a Direct Stock Purchase and Dividend Reinvestment Plan.

Read SEC document
April 17, 2025 Filed Apr 18, 2025 18:17 UTC GrantCommon Stock 2,026 $39.48 $79,986.48
Disclosure

SEC source: 0000708781-25-000036 · wk-form4_1745000270.xml · nonDerivative · entry 1

RUPP JOSEPH D · CIK 0001220622 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,808

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
April 17, 2025 Filed Apr 18, 2025 18:16 UTC GrantCommon Stock 2,026 $39.48 $79,986.48
Disclosure

SEC source: 0000708781-25-000034 · wk-form4_1745000180.xml · nonDerivative · entry 1

Schilling Randall L · CIK 0001462385 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,477

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 15:50 UTC GrantCommon Stock 297 $43.70 $12,978.90
Disclosure

SEC source: 0000708781-25-000028 · wk-form4_1742831408.xml · nonDerivative · entry 1

Schilling Randall L · CIK 0001462385 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,451

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 15:49 UTC
WICKS FRANKDirector
GrantCommon Stock 297 $43.70 $12,978.90
Disclosure

SEC source: 0000708781-25-000026 · wk-form4_1742831360.xml · nonDerivative · entry 1

WICKS FRANK · CIK 0001201187 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,084

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 15:48 UTC GrantCommon Stock 297 $43.70 $12,978.90
Disclosure

SEC source: 0000708781-25-000024 · wk-form4_1742831302.xml · nonDerivative · entry 1

RUPP JOSEPH D · CIK 0001220622 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,782

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 15:47 UTC GrantCommon Stock 297 $43.70 $12,978.90
Disclosure

SEC source: 0000708781-25-000022 · wk-form4_1742831236.xml · nonDerivative · entry 1

Clermont Ralph W · CIK 0001558067 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,907

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
March 20, 2025 Filed Mar 24, 2025 15:46 UTC GrantCommon Stock 297 $43.70 $12,978.90
Disclosure

SEC source: 0000708781-25-000020 · wk-form4_1742831171.xml · nonDerivative · entry 1

LINDEMANN JAMES J · CIK 0001397219 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,679

F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
January 24, 2025 Filed Jan 27, 2025 18:38 UTC
Schuckman Matthew StevenExecutive Vice President
Tax withholdingCommon Stock 936 $41.10 $38,469.60
Disclosure

SEC source: 0000708781-25-000016 · wk-form4_1738003086.xml · nonDerivative · entry 4

Schuckman Matthew Steven · CIK 0001820439 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,539

F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
January 24, 2025 Filed Jan 27, 2025 18:38 UTC
Schuckman Matthew StevenExecutive Vice President
GrantCommon Stock 2,839 $0.00 $0.00
Disclosure

SEC source: 0000708781-25-000016 · wk-form4_1738003086.xml · nonDerivative · entry 3

Schuckman Matthew Steven · CIK 0001820439 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,475

F3 · shares: The shares were acquired upon the satisfaction of applicable performance conditions.

F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
January 24, 2025 Filed Jan 27, 2025 18:38 UTC
Schuckman Matthew StevenExecutive Vice President
Tax withholdingCommon Stock 669 $41.10 $27,495.90
Disclosure

SEC source: 0000708781-25-000016 · wk-form4_1738003086.xml · nonDerivative · entry 2

Schuckman Matthew Steven · CIK 0001820439 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,636

F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
January 24, 2025 Filed Jan 27, 2025 18:36 UTC Tax withholdingCommon Stock 1,507 $41.10 $61,937.70
Disclosure

SEC source: 0000708781-25-000014 · wk-form4_1738003006.xml · nonDerivative · entry 4

Normile Michael James · CIK 0001850273 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,460

F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
January 24, 2025 Filed Jan 27, 2025 18:36 UTC GrantCommon Stock 3,365 $0.00 $0.00
Disclosure

SEC source: 0000708781-25-000014 · wk-form4_1738003006.xml · nonDerivative · entry 3

Normile Michael James · CIK 0001850273 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,967

F3 · shares: The shares were acquired upon the satisfaction of applicable performance conditions.

F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
January 24, 2025 Filed Jan 27, 2025 18:36 UTC Tax withholdingCommon Stock 1,087 $41.10 $44,675.70
Disclosure

SEC source: 0000708781-25-000014 · wk-form4_1738003006.xml · nonDerivative · entry 2

Normile Michael James · CIK 0001850273 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,602

F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
January 24, 2025 Filed Jan 27, 2025 18:35 UTC Tax withholdingCommon Stock 1,249 $41.10 $51,333.90
Disclosure

SEC source: 0000708781-25-000012 · wk-form4_1738002939.xml · nonDerivative · entry 4

Erdbruegger Dwight D · CIK 0001747786 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,054

F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
January 24, 2025 Filed Jan 27, 2025 18:35 UTC GrantCommon Stock 3,339 $0.00 $0.00
Disclosure

SEC source: 0000708781-25-000012 · wk-form4_1738002939.xml · nonDerivative · entry 3

Erdbruegger Dwight D · CIK 0001747786 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,303

F3 · shares: The shares were acquired upon the satisfaction of applicable performance conditions.

F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
January 24, 2025 Filed Jan 27, 2025 18:35 UTC Tax withholdingCommon Stock 660 $41.10 $27,126.00
Disclosure

SEC source: 0000708781-25-000012 · wk-form4_1738002939.xml · nonDerivative · entry 2

Erdbruegger Dwight D · CIK 0001747786 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,964

F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
January 24, 2025 Filed Jan 27, 2025 18:34 UTC Tax withholdingCommon Stock 1,058 $41.10 $43,483.80
Disclosure

SEC source: 0000708781-25-000010 · wk-form4_1738002854.xml · nonDerivative · entry 4

Cavellier James M Jr · CIK 0001730693 · CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,532

F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
January 24, 2025 Filed Jan 27, 2025 18:34 UTC GrantCommon Stock 3,207 $0.00 $0.00
Disclosure

SEC source: 0000708781-25-000010 · wk-form4_1738002854.xml · nonDerivative · entry 3

Cavellier James M Jr · CIK 0001730693 · CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,590

F3 · shares: The shares were acquired upon the satisfaction of applicable performance conditions.

F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
January 24, 2025 Filed Jan 27, 2025 18:34 UTC Tax withholdingCommon Stock 774 $41.10 $31,811.40
Disclosure

SEC source: 0000708781-25-000010 · wk-form4_1738002854.xml · nonDerivative · entry 2

Cavellier James M Jr · CIK 0001730693 · CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,383

F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document
January 24, 2025 Filed Jan 27, 2025 18:33 UTC
BRUNNGRABER ERIC HDirector · Executive Chairman
Tax withholdingCommon Stock 7,046 $41.10 $289,590.60
Disclosure

SEC source: 0000708781-25-000008 · wk-form4_1738002780.xml · nonDerivative · entry 4

BRUNNGRABER ERIC H · CIK 0001216428 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 167,425

F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.