Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CASELLA WASTE SYSTEMS INCCWST · Entity 1841 | Director | June 01, 2026 | June 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CASELLA WASTE SYSTEMS INC
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 129,800 |
Reported balance
After 2026-06-01 transaction · row 2
1 source rowRow 2 · 2026-06-01 · Gift · Disposed 36,200 · Balance 129,800 F1: Represents a gift of shares to the Spousal Lifetime Access Trust ("SLAT") for the benefit of Mr. Casella's spouse. Mr. Casella's spouse is the trustee of the SLAT. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy SLAT | 170,200 |
Reported balance
After 2026-06-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-06-01 · Gift · Acquired 36,200 · Balance 170,200 F1: Represents a gift of shares to the Spousal Lifetime Access Trust ("SLAT") for the benefit of Mr. Casella's spouse. Mr. Casella's spouse is the trustee of the SLAT. F2: Held by the SLAT for the benefit of Mr. Casella's spouse. Mr. Casella's spouse is the trustee of the SLAT. Mr. Casella disclaims beneficial ownership of the securities indicated to the extent to which he does not have an actual pecuniary interest in such securities. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Spouse | 26,300 |
Reported balance
After 2026-06-01 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-06-01 · Gift · Disposed 30,800 · Balance 26,300 F3: Represents a gift of shares to the Spousal Lifetime Access Trust ("SLAT 2") for the benefit of Mr. Casella. Mr. Casella is the trustee of the SLAT 2. F4: Held by Mr. Casella's spouse. Mr. Casella disclaims beneficial ownership of the securities indicated to the extent to which he does not have an actual pecuniary interest in such securities. |
| Class B Common StockSEC Table I · non-derivative | Indirectby SLAT 2 | 167,800 |
Reported balance
After 2026-06-01 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2026-06-01 · Gift · Acquired 30,800 · Balance 167,800 F3: Represents a gift of shares to the Spousal Lifetime Access Trust ("SLAT 2") for the benefit of Mr. Casella. Mr. Casella is the trustee of the SLAT 2. F5: Held by the SLAT 2 for the benefit of Mr. Casella. Mr. Casella is the trustee of the SLAT 2. |
| Class A Common StockSEC Table I · non-derivative | Direct | 30,795 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 30,795 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse | 694 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 694 F4: Held by Mr. Casella's spouse. Mr. Casella disclaims beneficial ownership of the securities indicated to the extent to which he does not have an actual pecuniary interest in such securities. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a gift of shares to the Spousal Lifetime Access Trust ("SLAT") for the benefit of Mr. Casella's spouse. Mr. Casella's spouse is the trustee of the SLAT.
F2: Held by the SLAT for the benefit of Mr. Casella's spouse. Mr. Casella's spouse is the trustee of the SLAT. Mr. Casella disclaims beneficial ownership of the securities indicated to the extent to which he does not have an actual pecuniary interest in such securities.
F3: Represents a gift of shares to the Spousal Lifetime Access Trust ("SLAT 2") for the benefit of Mr. Casella. Mr. Casella is the trustee of the SLAT 2.
F4: Held by Mr. Casella's spouse. Mr. Casella disclaims beneficial ownership of the securities indicated to the extent to which he does not have an actual pecuniary interest in such securities.
F5: Held by the SLAT 2 for the benefit of Mr. Casella. Mr. Casella is the trustee of the SLAT 2.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 12, 2018 Filed Mar 13, 2018 22:52 UTC | CASELLA WASTE SYSTEMS INC CWST · Entity 1841 | GrantClass A Common Stock | 12,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-004229 · edgar.xml · nonDerivative · entry 1 CASELLA JOHN W · CIK 0001055352 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,038 F2 · kind: Represents the award of Restricted Stock Units (RSUs) under the Casella Waste Systems, Inc. 2016 Incentive Plan. Each RSU represents a contingent right to receive one share of Casella's Class A Common Stock. RSUs vest in three equal installments beginning on March 12, 2019. Read SEC document |
| March 02, 2018 Filed Mar 2, 2018 21:12 UTC | CASELLA WASTE SYSTEMS INC CWST · Entity 1841 | SaleClass A Common Stock | 8,528 | $24.34 | $207,539.11 |
DisclosureSEC source: 0001179110-18-003261 · edgar.xml · nonDerivative · entry 1 CASELLA JOHN W · CIK 0001055352 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,380 F2 · kind: Represents the automatic sale of shares of stock for tax withholding purposes pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2016, in connection with the vesting of RSUs on March 1, 2018. F3 · price: Represents the weighted average sales price for shares sold in multiple transactions, ranging from $24.12 to $24.95. Upon request of the staff of the Securities and Exchange Commission, the issuer or a security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| March 01, 2018 Filed Mar 1, 2018 21:42 UTC | CASELLA WASTE SYSTEMS INC CWST · Entity 1841 | SaleClass A Common Stock | 4,408 | $25.45 | $112,201.23 |
DisclosureSEC source: 0001179110-18-003133 · edgar.xml · nonDerivative · entry 2 CASELLA JOHN W · CIK 0001055352 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,908 F4 · kind: Represents the automatic sale of shares of stock for tax withholding purposes pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2016, in connection with the vesting of RSUs on February 28, 2018. F5 · price: Represents the weighted average sales price for shares sold in multiple transactions, ranging from $25.38 to $25.55. Upon request of the staff of the Securities and Exchange Commission, the issuer or a security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:42 UTC | CASELLA WASTE SYSTEMS INC CWST · Entity 1841 | SaleClass A Common Stock | 15,163 | $26.79 | $406,265.29 |
DisclosureSEC source: 0001179110-18-003133 · edgar.xml · nonDerivative · entry 1 CASELLA JOHN W · CIK 0001055352 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,316 F2 · kind: Represents the automatic sale of shares of stock for tax withholding purposes pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2016, in connection with the vesting of RSUs on February 26, 2018. F3 · price: Represents the weighted average sales price for shares sold in multiple transactions, ranging from $26.41 to $26.91. Upon request of the staff of the Securities and Exchange Commission, the issuer or a security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| December 07, 2017 Filed Dec 8, 2017 15:46 UTC | CASELLA WASTE SYSTEMS INC CWST · Entity 1841 | GiftClass A Common Stock | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-015113 · edgar.xml · nonDerivative · entry 1 CASELLA JOHN W · CIK 0001055352 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,479 F2 · kind: Represents a gift of shares to Mr. Casella's Philanthropy Fund. Read SEC document |
| November 08, 2017 Filed Nov 9, 2017 21:34 UTC | CASELLA WASTE SYSTEMS INC CWST · Entity 1841 | SaleClass A Common Stock | 26,633 | $19.27 | $513,116.70 |
DisclosureSEC source: 0001179110-17-013935 · edgar.xml · nonDerivative · entry 2 CASELLA JOHN W · CIK 0001055352 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 445,479 F2 · shares: These shares of Class A Common Stock were sold for tax planning purposes. F4 · price: Represents the weighted average sales price for shares sold in multiple transactions, at prices ranging from $19.11 to $19.42, inclusive. Upon request of the staff of the Securities and Exchange Commission, the issuer or a security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| November 07, 2017 Filed Nov 9, 2017 21:34 UTC | CASELLA WASTE SYSTEMS INC CWST · Entity 1841 | SaleClass A Common Stock | 35,800 | $19.35 | $692,554.58 |
DisclosureSEC source: 0001179110-17-013935 · edgar.xml · nonDerivative · entry 1 CASELLA JOHN W · CIK 0001055352 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 472,112 F2 · shares: These shares of Class A Common Stock were sold for tax planning purposes. F3 · price: Represents the weighted average sales price for shares sold in multiple transactions, at prices ranging from $19.04 to $19.62, inclusive. Upon request of the staff of the Securities and Exchange Commission, the issuer or a security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| June 28, 2017 Filed Jun 29, 2017 20:25 UTC | CASELLA WASTE SYSTEMS INC CWST · Entity 1841 | SaleClass A Common Stock | 7,817 | $16.82 | $131,502.26 |
DisclosureSEC source: 0001179110-17-009768 · edgar.xml · nonDerivative · entry 1 CASELLA JOHN W · CIK 0001055352 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 507,912 F2 · kind: Represents the automatic sale of shares of stock for tax withholding purposes pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2016, in connection with the vesting of RSUs on June 26, 2017. F3 · price: Represents the weighted average sales price for shares sold in multiple transactions, ranging from $16.61 to $16.93. Upon request of the staff of the Securities and Exchange Commission, the issuer or a security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 22:28 UTC | CASELLA WASTE SYSTEMS INC CWST · Entity 1841 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 14,000 | $0.00 Strike: $11.01 | $0.00 |
DisclosureSEC source: 0001179110-17-004513 · edgar.xml · derivative · entry 5 CASELLA JOHN W · CIK 0001055352 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 14,000 shares Expires 2017-07-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option vested in three equal installments on July 23, 2008, 2009, and 2010. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 22:28 UTC | CASELLA WASTE SYSTEMS INC CWST · Entity 1841 | SaleClass A Common Stock | 14,000 | $12.58 | $176,145.20 |
DisclosureSEC source: 0001179110-17-004513 · edgar.xml · nonDerivative · entry 2 CASELLA JOHN W · CIK 0001055352 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515,729 F2 · price: Represents the weighted average sales price for shares sold in multiple transactions at prices ranging from $12.465 to $12.66, inclusive. Upon request of the staff of the Securities and Exchange Commission, the issuer or a securities holder of such issuer, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 22:28 UTC | CASELLA WASTE SYSTEMS INC CWST · Entity 1841 | Exercise / conversionClass A Common Stock | 14,000 | $11.01 | $154,140.00 |
DisclosureSEC source: 0001179110-17-004513 · edgar.xml · nonDerivative · entry 1 CASELLA JOHN W · CIK 0001055352 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 529,729 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 23:11 UTC | CASELLA WASTE SYSTEMS INC CWST · Entity 1841 | SaleClass A Common Stock | 21,447 | $12.80 | $274,521.60 |
DisclosureSEC source: 0001179110-17-004146 · edgar.xml · nonDerivative · entry 1 CASELLA JOHN W · CIK 0001055352 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515,729 F2 · kind: Represents the automatic sale of shares of stock for tax withholding purposes pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2016, in connection with the vesting of RSUs on February 24 and March 1, 2017. F3 · price: Represents the weighted average sales price for shares sold in multiple transactions. Upon request of the staff of the Securities and Exchange Commission, the issuer or a security holder of such issuer, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:01 UTC | CASELLA WASTE SYSTEMS INC CWST · Entity 1841 | GrantClass A Common Stock | 25,685 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-003661 · edgar.xml · nonDerivative · entry 1 CASELLA JOHN W · CIK 0001055352 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537,176 F2 · kind: Represents the award of Restricted Stock Units (RSUs) under the Casella Waste Systems, Inc. 2016 Incentive Plan. Each RSU represents a contingent right to receive one share of Casella's Class A Common Stock. RSUs vest in three equal installments beginning on February 28, 2018. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 21:28 UTC | CASELLA WASTE SYSTEMS INC CWST · Entity 1841 | GiftClass A Common Stock | 13,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-032370 · edgar.xml · nonDerivative · entry 1 CASELLA JOHN W · CIK 0001055352 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 511,491 F2 · kind: Represents a gift of shares to Mr. Casella's Philanthropy Fund. 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.