Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CASS INFORMATION SYSTEMS INCCASS · Entity 5217 | President | January 26, 2026 | January 28, 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 January 26, 2026 · Filed January 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,945 |
Last balance in matching sequence
After 2026-01-26 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2026-01-26 · Tax withholding · Disposed 539 · Balance 21,833 F1: Includes restricted stock bonus shares, subject to vesting and forfeiture. Row 2 · 2026-01-26 · Grant · Acquired 1,747 · Balance 23,580 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 · 2026-01-26 · Tax withholding · Disposed 635 · Balance 22,945 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 |
|---|---|---|---|---|---|---|
| January 26, 2026 Filed Jan 28, 2026 20:07 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 635 | $44.25 | $28,098.75 |
DisclosureSEC source: 0001747786-26-000004 · wk-form4_1769630853.xml · nonDerivative · entry 3 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,945 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 26, 2026 Filed Jan 28, 2026 20:07 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001747786-26-000004 · wk-form4_1769630853.xml · nonDerivative · entry 2 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,580 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 20:07 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 539 | $44.25 | $23,850.75 |
DisclosureSEC source: 0001747786-26-000004 · wk-form4_1769630853.xml · nonDerivative · entry 1 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,833 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 22, 2026 Filed Jan 26, 2026 17:38 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 2,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001747786-26-000002 · wk-form4_1769449136.xml · nonDerivative · entry 1 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,372 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 24, 2025 Filed Jan 27, 2025 18:35 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 1,249 | $41.10 | $51,333.90 |
DisclosureSEC source: 0000708781-25-000012 · wk-form4_1738002939.xml · nonDerivative · entry 4 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,054 F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 24, 2025 Filed Jan 27, 2025 18:35 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 3,339 | $0.00 | $0.00 |
DisclosureSEC source: 0000708781-25-000012 · wk-form4_1738002939.xml · nonDerivative · entry 3 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,303 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 18:35 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 660 | $41.10 | $27,126.00 |
DisclosureSEC source: 0000708781-25-000012 · wk-form4_1738002939.xml · nonDerivative · entry 2 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,964 F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 18:35 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 2,365 | $0.00 | $0.00 |
DisclosureSEC source: 0000708781-25-000012 · wk-form4_1738002939.xml · nonDerivative · entry 1 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,624 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 |
| January 26, 2024 Filed Jan 29, 2024 20:56 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 1,525 | $43.99 | $67,084.75 |
DisclosureSEC source: 0000708781-24-000010 · wk-form4_1706561754.xml · nonDerivative · entry 4 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,259 F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 26, 2024 Filed Jan 29, 2024 20:56 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 4,223 | $0.00 | $0.00 |
DisclosureSEC source: 0000708781-24-000010 · wk-form4_1706561754.xml · nonDerivative · entry 3 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,784 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 20:56 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 611 | $43.99 | $26,877.89 |
DisclosureSEC source: 0000708781-24-000010 · wk-form4_1706561754.xml · nonDerivative · entry 2 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,561 F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 20:56 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 2,149 | $0.00 | $0.00 |
DisclosureSEC source: 0000708781-24-000010 · wk-form4_1706561754.xml · nonDerivative · entry 1 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,172 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 |
| January 30, 2023 Filed Feb 1, 2023 17:56 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 642 | $48.22 | $30,957.24 |
DisclosureSEC source: 0001209191-23-005852 · doc4.xml · nonDerivative · entry 3 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,023 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 30, 2023 Filed Feb 1, 2023 17:56 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005852 · doc4.xml · nonDerivative · entry 2 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,665 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 30, 2023 Filed Feb 1, 2023 17:56 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 523 | $48.22 | $25,219.06 |
DisclosureSEC source: 0001209191-23-005852 · doc4.xml · nonDerivative · entry 1 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,724 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 26, 2023 Filed Jan 30, 2023 21:07 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005459 · doc4.xml · nonDerivative · entry 1 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,247 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 |
| January 28, 2022 Filed Jan 31, 2022 21:50 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 428 | $40.15 | $17,184.20 |
DisclosureSEC source: 0001209191-22-005596 · doc4.xml · nonDerivative · entry 4 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,366 F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 28, 2022 Filed Jan 31, 2022 21:50 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005596 · doc4.xml · nonDerivative · entry 3 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,794 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 28, 2022 Filed Jan 31, 2022 21:50 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 539 | $40.15 | $21,640.85 |
DisclosureSEC source: 0001209191-22-005596 · doc4.xml · nonDerivative · entry 2 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,572 F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 21:50 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 2,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005596 · doc4.xml · nonDerivative · entry 1 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,111 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 |
| July 26, 2021 Filed Jul 28, 2021 21:06 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 307 | $41.48 | $12,734.36 |
DisclosureSEC source: 0001209191-21-048443 · doc4.xml · nonDerivative · entry 3 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,865 F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| July 26, 2021 Filed Jul 28, 2021 21:06 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 434 | $41.48 | $18,002.32 |
DisclosureSEC source: 0001209191-21-048443 · doc4.xml · nonDerivative · entry 2 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,172 F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| July 26, 2021 Filed Jul 28, 2021 21:06 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-048443 · doc4.xml · nonDerivative · entry 1 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,606 F1 · 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 29, 2021 Filed Feb 1, 2021 21:58 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 2,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006473 · doc4.xml · nonDerivative · entry 1 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,144 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 31, 2020 Filed Feb 4, 2020 21:09 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-006278 · doc4.xml · nonDerivative · entry 1 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,065 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 |
| February 01, 2019 Filed Feb 4, 2019 21:49 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006852 · doc4.xml · nonDerivative · entry 1 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,572 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 |
| July 26, 2018 Filed Jul 30, 2018 13:00 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 860 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-044310 · doc4.xml · nonDerivative · entry 1 Erdbruegger Dwight D · CIK 0001747786 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 860 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.