Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CASS INFORMATION SYSTEMS INCCASS · Entity 5217 | CFO | 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 | 18,784 |
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 911 · Balance 17,835 F1: Includes restricted stock bonus shares, subject to vesting and forfeiture. Row 2 · 2026-01-26 · Grant · Acquired 1,786 · Balance 19,621 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 837 · Balance 18,784 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 20:08 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 837 | $44.25 | $37,037.25 |
DisclosureSEC source: 0001850273-26-000004 · wk-form4_1769630889.xml · nonDerivative · entry 3 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,784 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 26, 2026 Filed Jan 28, 2026 20:08 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001850273-26-000004 · wk-form4_1769630889.xml · nonDerivative · entry 2 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,621 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 20:08 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 911 | $44.25 | $40,311.75 |
DisclosureSEC source: 0001850273-26-000004 · wk-form4_1769630889.xml · nonDerivative · entry 1 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,835 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 22, 2026 Filed Jan 26, 2026 17:39 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 2,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001850273-26-000002 · wk-form4_1769449187.xml · nonDerivative · entry 1 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,746 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 |
| August 01, 2025 Filed Aug 4, 2025 18:24 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | PurchaseCommon Stock | 200 | $39.61 | $7,922.00 |
DisclosureSEC source: 0000708781-25-000085 · wk-form4_1754331864.xml · nonDerivative · entry 1 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,910 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| April 21, 2025 Filed Apr 22, 2025 19:32 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | PurchaseCommon Stock | 250 | $39.25 | $9,812.50 |
DisclosureSEC source: 0000708781-25-000056 · wk-form4_1745350327.xml · nonDerivative · entry 1 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,710 F1 · ownership.direct: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 24, 2025 Filed Jan 27, 2025 18:36 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 1,507 | $41.10 | $61,937.70 |
DisclosureSEC source: 0000708781-25-000014 · wk-form4_1738003006.xml · nonDerivative · entry 4 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,460 F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 24, 2025 Filed Jan 27, 2025 18:36 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 3,365 | $0.00 | $0.00 |
DisclosureSEC source: 0000708781-25-000014 · wk-form4_1738003006.xml · nonDerivative · entry 3 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,967 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 18:36 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 1,087 | $41.10 | $44,675.70 |
DisclosureSEC source: 0000708781-25-000014 · wk-form4_1738003006.xml · nonDerivative · entry 2 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,602 F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 18:36 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 2,419 | $0.00 | $0.00 |
DisclosureSEC source: 0000708781-25-000014 · wk-form4_1738003006.xml · nonDerivative · entry 1 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,689 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 21, 2024 Filed Oct 22, 2024 15:13 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | PurchaseCommon Stock | 200 | $40.30 | $8,060.00 |
DisclosureSEC source: 0000708781-24-000089 · wk-form4_1729609977.xml · nonDerivative · entry 1 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,270 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 26, 2024 Filed Jan 29, 2024 20:53 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 1,641 | $43.99 | $72,187.59 |
DisclosureSEC source: 0000708781-24-000008 · wk-form4_1706561595.xml · nonDerivative · entry 4 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,070 F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 26, 2024 Filed Jan 29, 2024 20:53 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 3,839 | $0.00 | $0.00 |
DisclosureSEC source: 0000708781-24-000008 · wk-form4_1706561595.xml · nonDerivative · entry 3 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,711 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 20:53 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 807 | $43.99 | $35,499.93 |
DisclosureSEC source: 0000708781-24-000008 · wk-form4_1706561595.xml · nonDerivative · entry 2 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,872 F2 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 20:53 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 2,198 | $0.00 | $0.00 |
DisclosureSEC source: 0000708781-24-000008 · wk-form4_1706561595.xml · nonDerivative · entry 1 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,679 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 03, 2024 Filed Jan 4, 2024 20:54 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | Tax withholdingCommon Stock | 1,861 | $44.51 | $82,833.11 |
DisclosureSEC source: 0000708781-24-000002 · wk-form4_1704401676.xml · nonDerivative · entry 1 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,481 F1 · balance_after: Includes restricted stock bonus shares, subject to vesting and forfeiture. Read SEC document |
| April 24, 2023 Filed Apr 24, 2023 20:25 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | PurchaseCommon Stock | 100 | $36.40 | $3,640.00 |
DisclosureSEC source: 0001209191-23-025390 · doc4.xml · nonDerivative · entry 2 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,342 Read SEC document |
| April 20, 2023 Filed Apr 24, 2023 20:25 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | PurchaseCommon Stock | 250 | $36.25 | $9,062.50 |
DisclosureSEC source: 0001209191-23-025390 · doc4.xml · nonDerivative · entry 1 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,242 Read SEC document |
| January 26, 2023 Filed Jan 30, 2023 21:11 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 1,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005466 · doc4.xml · nonDerivative · entry 1 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,992 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 27, 2022 Filed Jan 31, 2022 21:52 UTC | CASS INFORMATION SYSTEMS INC CASS · Entity 5217 | GrantCommon Stock | 2,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005602 · doc4.xml · nonDerivative · entry 1 Normile Michael James · CIK 0001850273 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,068 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.