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 |
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 | 8,376 |
Reported balance
After 2026-04-21 transaction · row 1
1 source rowRow 1 · 2026-04-21 · Tax withholding · Disposed 2,509 · Balance 8,376 |
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 21, 2026 Filed Apr 23, 2026 20:27 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 2,509 | $47.84 | $120,030.56 |
DisclosureSEC source: 0001774949-26-000004 · wk-form4_1776976063.xml · nonDerivative · entry 1 Roth Sally H · CIK 0001774949 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,376 Read SEC document |
| April 17, 2026 Filed Apr 21, 2026 20:20 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 540 | $48.10 | $25,974.00 |
DisclosureSEC source: 0001774949-26-000002 · wk-form4_1776802821.xml · nonDerivative · entry 1 Roth Sally H · CIK 0001774949 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,885 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 | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 2,026 | $39.48 | $79,986.48 |
DisclosureSEC 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 18, 2024 Filed Apr 19, 2024 19:07 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,602 | $43.68 | $69,975.36 |
DisclosureSEC source: 0000708781-24-000047 · wk-form4_1713553626.xml · nonDerivative · entry 1 Roth Sally H · CIK 0001774949 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,399 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| April 20, 2023 Filed Apr 24, 2023 18:49 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,595 | $37.61 | $59,987.95 |
DisclosureSEC source: 0001209191-23-025344 · doc4.xml · nonDerivative · entry 1 Roth Sally H · CIK 0001774949 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,797 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| December 22, 2022 Filed Dec 23, 2022 15:57 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 296 | $43.91 | $12,997.36 |
DisclosureSEC source: 0001209191-22-062560 · doc4.xml · nonDerivative · entry 1 Roth Sally H · CIK 0001774949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,202 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| September 22, 2022 Filed Sep 23, 2022 16:14 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 374 | $34.75 | $12,996.50 |
DisclosureSEC source: 0001209191-22-051102 · doc4.xml · nonDerivative · entry 1 Roth Sally H · CIK 0001774949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,906 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| June 23, 2022 Filed Jun 27, 2022 16:28 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 369 | $33.82 | $12,479.58 |
DisclosureSEC source: 0001209191-22-039373 · doc4.xml · nonDerivative · entry 1 Roth Sally H · CIK 0001774949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,532 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 |
| April 21, 2022 Filed Apr 22, 2022 19:48 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,458 | $41.16 | $60,011.28 |
DisclosureSEC source: 0001209191-22-025323 · doc4.xml · nonDerivative · entry 1 Roth Sally H · CIK 0001774949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,163 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| March 24, 2022 Filed Mar 28, 2022 18:32 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 350 | $37.07 | $12,974.50 |
DisclosureSEC source: 0001209191-22-021282 · doc4.xml · nonDerivative · entry 1 Roth Sally H · CIK 0001774949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,705 F1 · shares: Restricted stock bonus award; over 3 year vesting period, restrictions expire in one-third increments on the anniversary date of the award. F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| April 22, 2021 Filed Apr 26, 2021 17:38 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028228 · doc4.xml · nonDerivative · entry 1 Roth Sally H · CIK 0001774949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,355 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| April 23, 2020 Filed Apr 27, 2020 15:47 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-025762 · doc4.xml · nonDerivative · entry 1 Roth Sally H · CIK 0001774949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,140 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| April 25, 2019 Filed Apr 29, 2019 19:11 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026390 · doc4.xml · nonDerivative · entry 1 Roth Sally H · CIK 0001774949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,121 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.