organization · Reporting owner
CASS INFORMATION SYSTEMS INC
Disclosed activity across 1 company
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Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CASS INFORMATION SYSTEMS INCCASS · Entity 5217 | Director · Executive Chairman | January 25, 2024 | January 29, 2024 |
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 January 25, 2024 · Filed January 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 158,169 |
Last balance in matching sequence
After 2024-01-26 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2024-01-25 · Grant · Acquired 5,076 · Balance 151,840 F1: Represents a grant of restricted stock units under the Amended and Restated Omnibus Stock and Performance Compensation Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of the issuer's common stock. The restricted stock units are scheduled to cliff vest in three years. F2: Includes restricted stock bonus shares, subject to vesting and forfeiture. Row 2 · 2024-01-26 · Tax withholding · Disposed 4,033 · Balance 147,807 F2: Includes restricted stock bonus shares, subject to vesting and forfeiture. Row 3 · 2024-01-26 · Grant · Acquired 19,068 · Balance 166,875 F3: The shares were acquired upon the satisfaction of applicable performance conditions. F2: Includes restricted stock bonus shares, subject to vesting and forfeiture. Row 4 · 2024-01-26 · Tax withholding · Disposed 8,706 · Balance 158,169 F2: Includes restricted stock bonus shares, subject to vesting and forfeiture. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units under the Amended and Restated Omnibus Stock and Performance Compensation Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of the issuer's common stock. The restricted stock units are scheduled to cliff vest in three years.
F2: Includes restricted stock bonus shares, subject to vesting and forfeiture.
F3: 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 |
|---|---|---|---|---|---|---|
| January 26, 2024 Filed Jan 29, 2024 21:04 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 8,706 | $43.99 | $382,976.94 |
DisclosureSEC source: 0000708781-24-000017 · wk-form4_1706562258.xml · nonDerivative · entry 4 CASS INFORMATION SYSTEMS INC · CIK 0000708781 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,169 F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 26, 2024 Filed Jan 29, 2024 21:04 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 19,068 | $0.00 | $0.00 |
DisclosureSEC source: 0000708781-24-000017 · wk-form4_1706562258.xml · nonDerivative · entry 3 CASS INFORMATION SYSTEMS INC · CIK 0000708781 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,875 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 21:04 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 4,033 | $43.99 | $177,411.67 |
DisclosureSEC source: 0000708781-24-000017 · wk-form4_1706562258.xml · nonDerivative · entry 2 CASS INFORMATION SYSTEMS INC · CIK 0000708781 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,807 F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 21:04 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 5,076 | $0.00 | $0.00 |
DisclosureSEC source: 0000708781-24-000017 · wk-form4_1706562258.xml · nonDerivative · entry 1 CASS INFORMATION SYSTEMS INC · CIK 0000708781 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,840 F1 · shares: Represents a grant of restricted stock units under the Amended and Restated Omnibus Stock and Performance Compensation Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of the issuer's common stock. The restricted stock units are scheduled to cliff vest in three years. 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.