Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CASS INFORMATION SYSTEMS INCCASS · Entity 5217 | Director | April 21, 2026 | April 23, 2026 |
| National Bank Holdings CorpNBHC · Entity 4575 | Director | May 06, 2026 | May 08, 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.
CASS INFORMATION SYSTEMS INC
Report date April 21, 2026 · Filed April 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,293 |
Reported balance
After 2026-04-21 transaction · row 1
1 source rowRow 1 · 2026-04-21 · Tax withholding · Disposed 6,847 · Balance 18,293 |
National Bank Holdings Corp
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,129 |
Reported balance
After 2026-05-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-06 · Tax withholding · Disposed 807 · Balance 1,129 F1: Represents shares withheld for payment of tax liability upon vesting of the remainder of the restricted stock award granted to the reporting person on 04/30/2025. F2: Reflects the transfer of 1,935 shares of common stock from direct ownership into the reporting person's revocable trust. As this transaction effects only a change in the form of beneficial ownership without changing the reporting person's pecuniary interest in the shares of common stock, it is exempt from section 16 pursuant to Rule 16a-13. |
| Common StockSEC Table I · non-derivative | Direct | 4,749 |
Reported balance
After 2026-05-07 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-05-07 · Grant · Acquired 3,620 · Balance 4,749 F3: This transaction represents a grant of restricted stock by the Issuer. Therefore, no consideration other than the value of services rendered was paid. F4: Total includes 3,620 unvested shares of restricted stock awarded under the National Bank Holdings Corporation 2023 Omnibus Incentive Plan, as amended and restated May 7, 2026, that will vest in two equal installments on (i) the 180th day following the date of grant and (ii) the day before the registrant's 2027 Annual Meeting of Shareholders, subject to continued service through the date of vesting. |
| Common StockSEC Table I · non-derivative | IndirectRalph W. Clermont Revocable Trust | 74,410 |
Reported balance
Holding disclosure · report date 2026-05-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 74,410 F2: Reflects the transfer of 1,935 shares of common stock from direct ownership into the reporting person's revocable trust. As this transaction effects only a change in the form of beneficial ownership without changing the reporting person's pecuniary interest in the shares of common stock, it is exempt from section 16 pursuant to Rule 16a-13. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld for payment of tax liability upon vesting of the remainder of the restricted stock award granted to the reporting person on 04/30/2025.
F2: Reflects the transfer of 1,935 shares of common stock from direct ownership into the reporting person's revocable trust. As this transaction effects only a change in the form of beneficial ownership without changing the reporting person's pecuniary interest in the shares of common stock, it is exempt from section 16 pursuant to Rule 16a-13.
F3: This transaction represents a grant of restricted stock by the Issuer. Therefore, no consideration other than the value of services rendered was paid.
F4: Total includes 3,620 unvested shares of restricted stock awarded under the National Bank Holdings Corporation 2023 Omnibus Incentive Plan, as amended and restated May 7, 2026, that will vest in two equal installments on (i) the 180th day following the date of grant and (ii) the day before the registrant's 2027 Annual Meeting of Shareholders, subject to continued service through the date of vesting.
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 |
|---|---|---|---|---|---|---|
| May 07, 2026 Filed May 8, 2026 20:37 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 3,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001558067-26-000006 · form4-05082026_080553.xml · nonDerivative · entry 2 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,749 F3 · price: This transaction represents a grant of restricted stock by the Issuer. Therefore, no consideration other than the value of services rendered was paid. F4 · balance_after: Total includes 3,620 unvested shares of restricted stock awarded under the National Bank Holdings Corporation 2023 Omnibus Incentive Plan, as amended and restated May 7, 2026, that will vest in two equal installments on (i) the 180th day following the date of grant and (ii) the day before the registrant's 2027 Annual Meeting of Shareholders, subject to continued service through the date of vesting. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:37 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 807 | $42.96 | $34,668.72 |
DisclosureSEC source: 0001558067-26-000006 · form4-05082026_080553.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,129 F1 · shares: Represents shares withheld for payment of tax liability upon vesting of the remainder of the restricted stock award granted to the reporting person on 04/30/2025. F2 · balance_after: Reflects the transfer of 1,935 shares of common stock from direct ownership into the reporting person's revocable trust. As this transaction effects only a change in the form of beneficial ownership without changing the reporting person's pecuniary interest in the shares of common stock, it is exempt from section 16 pursuant to Rule 16a-13. Read SEC document |
| April 21, 2026 Filed Apr 23, 2026 20:26 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 6,847 | $47.84 | $327,560.48 |
DisclosureSEC source: 0001558067-26-000004 · wk-form4_1776975999.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,293 Read SEC document |
| March 19, 2026 Filed Mar 23, 2026 16:05 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 301 | $43.15 | $12,988.15 |
DisclosureSEC source: 0001558067-26-000002 · wk-form4_1774281909.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,140 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 | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 297 | $43.65 | $12,964.05 |
DisclosureSEC 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 |
| September 11, 2025 Filed Sep 12, 2025 14:37 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 298 | $43.52 | $12,968.96 |
DisclosureSEC 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 |
| June 19, 2025 Filed Jun 20, 2025 18:15 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 311 | $41.68 | $12,962.48 |
DisclosureSEC 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 |
| April 30, 2025 Filed May 2, 2025 01:46 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 3,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-011711 · form4-05022025_010511.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,871 F1 · shares: Total includes 3,871 unvested shares of restricted stock awarded under the NBHC 2023 Omnibus Incentive Plan that are scheduled to vest in two equal installments on (i) the 180th day following the date of grant and (ii) the day before NBHC's 2026 Annual Meeting of Shareholders. Read SEC document |
| April 17, 2025 Filed Apr 18, 2025 18:28 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 2,026 | $39.48 | $79,986.48 |
DisclosureSEC 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 |
| March 20, 2025 Filed Mar 24, 2025 15:47 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 297 | $43.70 | $12,978.90 |
DisclosureSEC 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 |
| December 19, 2024 Filed Dec 20, 2024 19:10 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 307 | $42.26 | $12,973.82 |
DisclosureSEC source: 0000708781-24-000101 · wk-form4_1734721799.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,610 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| October 28, 2024 Filed Oct 30, 2024 23:54 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 874 | $45.50 | $39,767.00 |
DisclosureSEC source: 0001415889-24-025801 · form4-10302024_111031.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,313 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on October 28, 2024. Read SEC document |
| September 19, 2024 Filed Sep 23, 2024 17:15 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 301 | $43.09 | $12,970.09 |
DisclosureSEC source: 0000708781-24-000076 · wk-form4_1727111708.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,303 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 20:49 UTC | National Bank Holdings Corp NBHC · Entity 4575 | SaleCommon Stock | 10,000 | $44.18 | $441,800.00 |
DisclosureSEC source: 0001415889-24-022321 · form4-08272024_080855.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Ralph W Clermont 2021 Irrevocable Trust 11/22/2021 Disclosed balance after: 66,653 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions in prices ranging from $44.09 to $44.31, inclusive. The reporting person undertakes to provide to National Bank Holdings Corporation, any securityholder of National Bank Holdings Corporation or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 1 to this Form 4. Read SEC document |
| July 26, 2024 Filed Jul 30, 2024 20:44 UTC | National Bank Holdings Corp NBHC · Entity 4575 | SaleCommon Stock | 10,000 | $43.17 | $431,700.00 |
DisclosureSEC source: 0001415889-24-020350 · form4-07302024_080752.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Ralph W Clermont 2021 Irrevocable Trust 11/22/2021 Disclosed balance after: 76,653 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions in prices ranging from $43.00 to $43.41, inclusive. The reporting person undertakes to provide to National Bank Holdings Corporation, any securityholder of National Bank Holdings Corporation or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 1 to this Form 4. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 13:54 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 318 | $40.76 | $12,961.68 |
DisclosureSEC source: 0000708781-24-000060 · wk-form4_1719237237.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,002 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| May 01, 2024 Filed May 3, 2024 01:55 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 4,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-012109 · form4-05032024_010510.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,187 F1 · shares: Total includes 4,187 unvested shares of restricted stock awarded under the NBHC 2023 Omnibus Incentive Plan that are scheduled to vest in two equal installments on (i) the 180th day following the date of grant and (ii) the day before NBHC's 2025 Annual Meeting of Shareholders. Read SEC document |
| April 18, 2024 Filed Apr 19, 2024 19:01 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,602 | $43.68 | $69,975.36 |
DisclosureSEC source: 0000708781-24-000037 · wk-form4_1713553301.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,684 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 20:52 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 276 | $46.99 | $12,969.24 |
DisclosureSEC source: 0000708781-24-000025 · wk-form4_1711399959.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,082 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| December 21, 2023 Filed Dec 22, 2023 16:02 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 286 | $45.33 | $12,964.38 |
DisclosureSEC source: 0000708781-23-000046 · wk-form4_1703260928.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,806 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| September 21, 2023 Filed Sep 25, 2023 18:19 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 337 | $38.50 | $12,974.50 |
DisclosureSEC source: 0000708781-23-000026 · wk-form4_1695665982.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,520 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| June 22, 2023 Filed Jun 23, 2023 13:43 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 322 | $40.37 | $12,999.14 |
DisclosureSEC source: 0001209191-23-039237 · doc4.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,183 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| May 09, 2023 Filed May 10, 2023 23:45 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 5,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-007758 · form4-05102023_110543.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,019 F1 · shares: Total includes 5,019 unvested shares of restricted stock awarded under the NBHC 2023 Omnibus Incentive Plan that are scheduled to vest in two equal installments on (i) the 180th day following the date of grant and (ii) the day before NBHC's 2024 Annual Meeting of Shareholders. Read SEC document |
| April 20, 2023 Filed Apr 24, 2023 18:41 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,595 | $37.61 | $59,987.95 |
DisclosureSEC source: 0001209191-23-025330 · doc4.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,861 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| March 23, 2023 Filed Mar 27, 2023 20:01 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 290 | $44.73 | $12,971.70 |
DisclosureSEC source: 0001209191-23-021190 · doc4.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,266 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| December 22, 2022 Filed Dec 23, 2022 15:54 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 296 | $43.91 | $12,997.36 |
DisclosureSEC source: 0001209191-22-062556 · doc4.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,976 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| October 30, 2022 Filed Nov 2, 2022 00:48 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 705 | $41.94 | $29,567.70 |
DisclosureSEC source: 0001415889-22-010951 · form4-11012022_051147.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,634 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on October 30, 2022. Read SEC document |
| September 22, 2022 Filed Sep 23, 2022 16:19 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 374 | $34.75 | $12,996.50 |
DisclosureSEC source: 0001209191-22-051108 · doc4.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,680 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| June 23, 2022 Filed Jun 27, 2022 16:25 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 369 | $33.82 | $12,479.58 |
DisclosureSEC source: 0001209191-22-039369 · doc4.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,306 F1 · shares: Restricted stock bonus award; restrictions cliff expire on third anniversary date of the award. F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| May 03, 2022 Filed May 4, 2022 23:02 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 3,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-004637 · form4-05042022_040516.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,909 F1 · balance_after: Total includes 3,339 unvested shares of restricted stock awarded under the NBHC 2014 Omnibus Incentive Plan that are scheduled to vest in two equal installments on (i) the 180th day following the date of grant and (ii) the day before NBHC's 2023 Annual Meeting of Shareholders. Read SEC document |
| April 21, 2022 Filed Apr 22, 2022 19:43 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,458 | $41.16 | $60,011.28 |
DisclosureSEC source: 0001209191-22-025311 · doc4.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,937 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| March 24, 2022 Filed Mar 28, 2022 18:29 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 350 | $37.07 | $12,974.50 |
DisclosureSEC source: 0001209191-22-021276 · doc4.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,479 F1 · shares: Restricted stock bonus award; restrictions cliff expire on third anniversary date of the award. F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| December 23, 2021 Filed Dec 28, 2021 16:18 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 310 | $40.25 | $12,477.50 |
DisclosureSEC source: 0001209191-21-071343 · doc4.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,129 F1 · shares: Restricted stock bonus award; restrictions cliff expire on third anniversary date of the award. F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| December 21, 2021 Filed Feb 14, 2022 22:33 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GiftCommon Stock | 79,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-001328 · form5-02142022_020202.xml · nonDerivative · entry 2 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Ralph W. Clermont Revocable Trust Disclosed balance after: 79,939 F2 · price: Represents a bona fide gift from the Ralph W. Clermont Revocable Trust to the Ralph W. Clermont Irrevocable Family Trust. Read SEC document |
| November 29, 2021 Filed Feb 14, 2022 22:33 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GiftCommon Stock | 904 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-001328 · form5-02142022_020202.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,570 F1 · price: Represents a bona fide gift from the reporting person to the Ralph W. Clermont Revocable Trust. Read SEC document |
| October 31, 2021 Filed Nov 3, 2021 00:09 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 665 | $43.37 | $28,841.05 |
DisclosureSEC source: 0001179110-21-009786 · edgar.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,474 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on October 31, 2021. F2 · balance_after: Since the date of the last report, 1,443 shares of common stock have been distributed from the reporting person to the reporting person's Revocable Trust, therefore changing the ownership of these shares from direct to indirect. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 18:09 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 292 | $42.80 | $12,497.60 |
DisclosureSEC source: 0001209191-21-057889 · doc4.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,819 F1 · shares: Restricted stock bonus award; restrictions cliff expire on third anniversary date of the award. F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 15:53 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 298 | $41.90 | $12,486.20 |
DisclosureSEC source: 0001209191-21-050098 · doc4.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,527 F1 · shares: Restricted stock bonus award; restrictions cliff expire on third anniversary date of the award. F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| May 04, 2021 Filed May 5, 2021 23:21 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 3,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-004928 · edgar.xml · nonDerivative · entry 3 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,582 F3 · balance_after: Total includes 3,139 unvested shares of restricted stock awarded under the NBHC 2014 Omnibus Incentive Plan that are scheduled to vest in two equal installments on (i) the180th day following the date of grant and (ii) the day before NBHC's 2022 Annual Meeting of Shareholders. Read SEC document |
| May 03, 2021 Filed May 5, 2021 23:21 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 1,062 | $39.70 | $42,161.40 |
DisclosureSEC source: 0001179110-21-004928 · edgar.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,443 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on May 3, 2021. F2 · balance_after: Since the date of the last report, 1,433 shares of common stock have been distributed from the reporting person to the reporting person's Revocable Trust, therefore changing the ownership of these shares from direct to indirect. Read SEC document |
| April 22, 2021 Filed Apr 26, 2021 17:32 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028219 · doc4.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,229 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| March 25, 2021 Filed Mar 29, 2021 20:32 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 190 | $45.95 | $8,730.50 |
DisclosureSEC source: 0001209191-21-023444 · doc4.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,014 F1 · shares: Restricted stock awarded in lieu of cash payment for Board retainer fee. Award vests upon retirement from the Board. F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 19:32 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 225 | $38.81 | $8,732.25 |
DisclosureSEC source: 0001209191-21-000815 · doc4.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,824 F1 · shares: Restricted stock bonus award; restrictions cliff expire on third anniversary date of the award. F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| November 01, 2020 Filed Nov 3, 2020 23:51 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 1,062 | $30.15 | $32,019.30 |
DisclosureSEC source: 0001179110-20-010772 · edgar.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,948 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on November 1, 2020. Read SEC document |
| September 24, 2020 Filed Sep 28, 2020 19:35 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 233 | $37.47 | $8,730.51 |
DisclosureSEC source: 0001209191-20-052191 · doc4.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,599 F1 · shares: Restricted stock awarded in lieu of cash payment for Board retainer fee. Award vests upon retirement from the Board. F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| June 25, 2020 Filed Jun 30, 2020 00:32 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 228 | $38.23 | $8,716.44 |
DisclosureSEC source: 0001209191-20-039293 · doc4.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,366 F1 · shares: Restricted stock awarded in lieu of cash payment for Board retainer fee. Award vests upon retirement from the Board. F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| May 05, 2020 Filed May 6, 2020 22:14 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 5,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-005526 · edgar.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,667 F1 · balance_after: Total includes 5,010 unvested shares of restricted stock awarded under the NBHC 2014 Omnibus Incentive Plan that are scheduled to vest in two equal installments on (i) the 180th day following the date of grant and (ii) the day before NBHC's 2021 Annual Meeting of Shareholders. Read SEC document |
| April 23, 2020 Filed Apr 27, 2020 15:55 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-025770 · doc4.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,138 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| March 26, 2020 Filed Mar 30, 2020 19:02 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 235 | $37.10 | $8,718.50 |
DisclosureSEC source: 0001209191-20-021675 · doc4.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,119 F1 · shares: Restricted stock awarded in lieu of cash payment for Board retainer fee. Award vests upon retirement from the Board. F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| December 26, 2019 Filed Dec 30, 2019 19:52 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 150 | $58.21 | $8,731.50 |
DisclosureSEC source: 0001209191-19-062084 · doc4.xml · nonDerivative · entry 1 Clermont Ralph W · CIK 0001558067 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,884 F1 · shares: Restricted stock awarded in lieu of cash payment for Board retainer fee. Award vests upon retirement from the Board. 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.