Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CASS INFORMATION SYSTEMS INCCASS · Entity 5217 | Director | April 23, 2026 | April 27, 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 23, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,385 |
Reported balance
After 2026-04-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-23 · Grant · Acquired 1,704 · Balance 8,385 F1: Includes restricted stock bonus shares, subject to vesting and forfeiture. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock bonus shares, subject to vesting and forfeiture.
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 |
|---|---|---|---|---|---|---|
| April 23, 2026 Filed Apr 27, 2026 20:05 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,704 | $46.94 | $79,985.76 |
DisclosureSEC source: 0001908248-26-000002 · wk-form4_1777320348.xml · nonDerivative · entry 1 Henry Wendy J. · CIK 0001908248 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,385 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| April 17, 2025 Filed Apr 18, 2025 18:31 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 2,026 | $39.48 | $79,986.48 |
DisclosureSEC 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 18, 2024 Filed Apr 19, 2024 19:10 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,602 | $43.68 | $69,975.36 |
DisclosureSEC source: 0000708781-24-000053 · wk-form4_1713553810.xml · nonDerivative · entry 1 Henry Wendy J. · CIK 0001908248 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,655 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| April 20, 2023 Filed Apr 24, 2023 18:46 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,595 | $37.61 | $59,987.95 |
DisclosureSEC source: 0001209191-23-025337 · doc4.xml · nonDerivative · entry 1 Henry Wendy J. · CIK 0001908248 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,053 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| April 21, 2022 Filed Apr 22, 2022 19:46 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,458 | $41.16 | $60,011.28 |
DisclosureSEC source: 0001209191-22-025319 · doc4.xml · nonDerivative · entry 1 Henry Wendy J. · CIK 0001908248 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,458 F1 · 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.