STOCK TITAN

CASS (CASS) director reports 8,446 tax-withheld shares, holds 25,466

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

CASS Information Systems director James J. Lindemann reported a routine tax-related share disposition. On 04/21/2026, 8,446 shares of Common Stock were withheld at $47.84 per share under transaction code F, which reflects shares withheld to cover tax obligations rather than an open-market sale. After this event, Lindemann directly beneficially owned 25,466 shares of CASS Common Stock.

Positive

  • None.

Negative

  • None.
Shares withheld for taxes 8,446 shares Code F disposition on 04/21/2026 at $47.84
Disposition price $47.84 per share Price for 8,446 Common Stock shares under code F
Shares owned after transaction 25,466 shares Directly beneficially owned following 04/21/2026 event
Non-Derivative Securities financial
"Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned"
Beneficially Owned financial
"Amount of Securities Beneficially Owned Following Reported Transaction(s)"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Transaction Code F financial
"Common Stock | 04/21/2026 | | F | | 8,446 | D | $ 47.84"
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
LINDEMANN JAMES J

(Last)(First)(Middle)
12444 POWERSCOURT DRIVE
SUITE 550

(Street)
ST. LOUIS MISSOURI 63131

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
CASS INFORMATION SYSTEMS INC [ CASS ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/21/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock04/21/2026F8,446D$47.8425,466D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
Remarks:
/s/ James J. Lindemann04/23/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did CASS director James J. Lindemann report?

James J. Lindemann reported a tax-related disposition of CASS shares. On 04/21/2026, 8,446 shares of Common Stock were withheld at $47.84 per share under transaction code F, which typically indicates shares withheld to satisfy tax obligations on equity compensation.

How many CASS shares were affected in James J. Lindemann’s April 2026 filing?

The filing shows 8,446 CASS Common Stock shares affected. These shares were disposed of under transaction code F at a price of $47.84 per share, indicating a withholding event rather than an open-market trade executed by the director.

What does transaction code F mean in the CASS Form 4 filing?

Transaction code F denotes shares withheld for tax obligations related to equity awards. In this CASS filing, 8,446 Common Stock shares were withheld at $47.84 per share, reflecting a tax-settlement mechanism rather than a discretionary market sale by the reporting director.

How many CASS shares does James J. Lindemann own after this reported transaction?

After the reported tax withholding, James J. Lindemann directly beneficially owned 25,466 CASS Common Stock shares. This figure appears in the “Amount of Securities Beneficially Owned Following Reported Transaction(s)” column, showing his remaining direct equity stake after the code F disposition.

Was the CASS director’s April 2026 transaction an open-market stock sale?

The transaction was not an open-market sale. It is coded F, which indicates 8,446 CASS Common Stock shares were withheld at $47.84 per share to cover tax obligations tied to equity compensation, a routine administrative disposition rather than a discretionary trade.