Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CASS INFORMATION SYSTEMS INCCASS · Entity 5217 | President & CEO | April 20, 2026 | April 22, 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 20, 2026 · Filed April 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,938 |
Last balance in matching sequence
After 2026-04-20 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2026-04-20 · Tax withholding · Disposed 894 · Balance 49,793 F1: Includes restricted stock bonus shares, subject to vesting and forfeiture. Row 2 · 2026-04-20 · Grant · Acquired 1,975 · Balance 51,768 F2: The shares were acquired upon the satisfaction of applicable performance conditions. F1: Includes restricted stock bonus shares, subject to vesting and forfeiture. Row 3 · 2026-04-20 · Tax withholding · Disposed 830 · Balance 50,938 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.
F2: The shares were acquired upon the satisfaction of applicable performance conditions.
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 20, 2026 Filed Apr 22, 2026 20:06 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 830 | $48.54 | $40,288.20 |
DisclosureSEC source: 0001831968-26-000006 · wk-form4_1776888375.xml · nonDerivative · entry 3 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,938 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| April 20, 2026 Filed Apr 22, 2026 20:06 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001831968-26-000006 · wk-form4_1776888375.xml · nonDerivative · entry 2 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,768 F2 · shares: The shares were acquired upon the satisfaction of applicable performance conditions. F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| April 20, 2026 Filed Apr 22, 2026 20:06 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 894 | $48.54 | $43,394.76 |
DisclosureSEC source: 0001831968-26-000006 · wk-form4_1776888375.xml · nonDerivative · entry 1 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,793 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 26, 2026 Filed Jan 28, 2026 20:06 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 1,692 | $44.25 | $74,871.00 |
DisclosureSEC source: 0001831968-26-000004 · wk-form4_1769630774.xml · nonDerivative · entry 3 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,687 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 26, 2026 Filed Jan 28, 2026 20:06 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 4,026 | $0.00 | $0.00 |
DisclosureSEC source: 0001831968-26-000004 · wk-form4_1769630774.xml · nonDerivative · entry 2 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,379 F2 · shares: The shares were acquired upon the satisfaction of applicable performance conditions. F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 26, 2026 Filed Jan 28, 2026 20:06 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 1,980 | $44.25 | $87,615.00 |
DisclosureSEC source: 0001831968-26-000004 · wk-form4_1769630774.xml · nonDerivative · entry 1 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,353 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 22, 2026 Filed Jan 26, 2026 17:37 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 8,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001831968-26-000002 · wk-form4_1769449030.xml · nonDerivative · entry 1 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,333 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 |
| October 02, 2025 Filed Oct 7, 2025 00:25 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | PurchaseCommon Stock | 500 | $38.69 | $19,345.00 |
DisclosureSEC 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 |
| August 01, 2025 Filed Aug 4, 2025 18:23 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | PurchaseCommon Stock | 500 | $39.50 | $19,750.00 |
DisclosureSEC 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 | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | PurchaseCommon Stock | 500 | $39.75 | $19,875.00 |
DisclosureSEC 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 |
| April 21, 2025 Filed Apr 22, 2025 19:33 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | PurchaseCommon Stock | 200 | $39.00 | $7,800.00 |
DisclosureSEC 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 |
| January 24, 2025 Filed Jan 27, 2025 18:31 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 3,082 | $41.10 | $126,670.20 |
DisclosureSEC source: 0000708781-25-000006 · wk-form4_1738002708.xml · nonDerivative · entry 4 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,220 F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 24, 2025 Filed Jan 27, 2025 18:31 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 7,211 | $0.00 | $0.00 |
DisclosureSEC source: 0000708781-25-000006 · wk-form4_1738002708.xml · nonDerivative · entry 3 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,302 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 18:31 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 2,231 | $41.10 | $91,694.10 |
DisclosureSEC source: 0000708781-25-000006 · wk-form4_1738002708.xml · nonDerivative · entry 2 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,091 F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 18:31 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 8,303 | $0.00 | $0.00 |
DisclosureSEC source: 0000708781-25-000006 · wk-form4_1738002708.xml · nonDerivative · entry 1 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,322 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 |
| January 26, 2024 Filed Jan 29, 2024 20:59 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 2,492 | $43.99 | $109,623.08 |
DisclosureSEC source: 0000708781-24-000014 · wk-form4_1706561990.xml · nonDerivative · entry 4 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,019 F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 26, 2024 Filed Jan 29, 2024 20:59 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 5,584 | $0.00 | $0.00 |
DisclosureSEC source: 0000708781-24-000014 · wk-form4_1706561990.xml · nonDerivative · entry 3 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,511 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 26, 2024 Filed Jan 29, 2024 20:59 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 1,374 | $43.99 | $60,442.26 |
DisclosureSEC source: 0000708781-24-000014 · wk-form4_1706561990.xml · nonDerivative · entry 2 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,927 F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 20:59 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 7,620 | $0.00 | $0.00 |
DisclosureSEC source: 0000708781-24-000014 · wk-form4_1706561990.xml · nonDerivative · entry 1 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,301 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 08, 2023 Filed Nov 9, 2023 18:56 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 1,581 | $39.27 | $62,085.87 |
DisclosureSEC source: 0000708781-23-000044 · wk-form4_1699556177.xml · nonDerivative · entry 1 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,681 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| October 23, 2023 Filed Oct 24, 2023 17:57 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | PurchaseCommon Stock | 1,000 | $36.50 | $36,500.00 |
DisclosureSEC source: 0000708781-23-000039 · wk-form4_1698170257.xml · nonDerivative · entry 1 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,262 Read SEC document |
| April 24, 2023 Filed Apr 26, 2023 20:48 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | PurchaseCommon Stock | 1,000 | $36.00 | $36,000.00 |
DisclosureSEC source: 0001209191-23-025687 · doc4.xml · nonDerivative · entry 1 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,262 Read SEC document |
| April 21, 2023 Filed Apr 24, 2023 20:27 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | PurchaseCommon Stock | 1,000 | $37.50 | $37,500.00 |
DisclosureSEC source: 0001209191-23-025392 · doc4.xml · nonDerivative · entry 3 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,262 Read SEC document |
| April 20, 2023 Filed Apr 24, 2023 20:27 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 2,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-025392 · doc4.xml · nonDerivative · entry 2 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,262 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 20, 2023 Filed Apr 24, 2023 20:27 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | PurchaseCommon Stock | 1,166 | $36.16 | $42,162.56 |
DisclosureSEC source: 0001209191-23-025392 · doc4.xml · nonDerivative · entry 1 Resch Martin H. · CIK 0001831968 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,135 Read SEC document |
| January 26, 2023 Filed Jan 30, 2023 21:12 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 4,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005470 · doc4.xml · nonDerivative · entry 1 Resch Martin H. · CIK 0001831968 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,969 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 |
| September 13, 2022 Filed Sep 13, 2022 20:09 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | PurchaseCommon Stock | 500 | $35.70 | $17,850.00 |
DisclosureSEC source: 0001209191-22-049686 · doc4.xml · nonDerivative · entry 1 Resch Martin H. · CIK 0001831968 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,633 Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 21:54 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 4,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005605 · doc4.xml · nonDerivative · entry 1 Resch Martin H. · CIK 0001831968 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,133 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 |
| January 29, 2021 Filed Feb 1, 2021 22:00 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 2,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006488 · doc4.xml · nonDerivative · entry 1 Resch Martin H. · CIK 0001831968 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,282 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 09, 2020 Filed Nov 12, 2020 14:12 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 3,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-057837 · doc4.xml · nonDerivative · entry 1 Resch Martin H. · CIK 0001831968 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,533 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.