134K CWST shares gifted by entities tied to Casella (NASDAQ: CWST)
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
CASELLA WASTE SYSTEMS INC director John W. Casella reported gift transactions involving Class B Common Stock and updated share holdings as of June 1, 2026. The filing shows four bona fide gifts totaling 134,000 shares of Class B Common Stock at a reported price of $0.0000 per share.
After these gifts, 129,800 Class B shares are held directly, with additional Class B shares held indirectly through a Spousal Lifetime Access Trust, a second Spousal Lifetime Access Trust, and by Mr. Casella’s spouse, as described in the footnotes. The filing also reports 30,795 Class A shares held directly and 694 Class A shares held indirectly by his spouse. Footnotes state that Mr. Casella disclaims beneficial ownership of certain indirect holdings to the extent he lacks an actual pecuniary interest.
Positive
- None.
Negative
- None.
Insider Trade Summary
134,000 shares gifted
Mixed
6 txns
Insider
CASELLA JOHN W
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class B Common Stock | 36,200 | $0.00 | -- |
| Gift | Class B Common Stock | 36,200 | $0.00 | -- |
| Gift | Class B Common Stock | 30,800 | $0.00 | -- |
| Gift | Class B Common Stock | 30,800 | $0.00 | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
Holdings After Transaction:
Class B Common Stock — 129,800 shares (Direct, null);
Class B Common Stock — 170,200 shares (Indirect, By SLAT);
Class A Common Stock — 30,795 shares (Direct, null);
Class A Common Stock — 694 shares (Indirect, By Spouse)
Footnotes (1)
- Represents a gift of shares to the Spousal Lifetime Access Trust ("SLAT") for the benefit of Mr. Casella's spouse. Mr. Casella's spouse is the trustee of the SLAT. Held by the SLAT for the benefit of Mr. Casella's spouse. Mr. Casella's spouse is the trustee of the SLAT. Mr. Casella disclaims beneficial ownership of the securities indicated to the extent to which he does not have an actual pecuniary interest in such securities. Represents a gift of shares to the Spousal Lifetime Access Trust ("SLAT 2") for the benefit of Mr. Casella. Mr. Casella is the trustee of the SLAT 2. Held by Mr. Casella's spouse. Mr. Casella disclaims beneficial ownership of the securities indicated to the extent to which he does not have an actual pecuniary interest in such securities. Held by the SLAT 2 for the benefit of Mr. Casella. Mr. Casella is the trustee of the SLAT 2.
Key Figures
Gifted Class B shares: 134,000 shares
Gift transaction size 1: 30,800 shares
Gift transaction size 2: 30,800 shares
+5 more
8 metrics
Gifted Class B shares
134,000 shares
Total bona fide gifts on June 1, 2026
Gift transaction size 1
30,800 shares
Class B gift, indirect, by SLAT 2
Gift transaction size 2
30,800 shares
Class B gift, indirect, by spouse
Gift transaction size 3
36,200 shares
Class B gift, indirect, by SLAT
Gift transaction size 4
36,200 shares
Class B gift, direct holding
Direct Class B holdings after gifts
129,800 shares
Class B Common Stock held directly after transactions
Direct Class A holdings
30,795 shares
Class A Common Stock held directly as of June 1, 2026
Indirect Class A holdings by spouse
694 shares
Class A Common Stock held indirectly by spouse
Key Terms
bona fide gift, Spousal Lifetime Access Trust, SLAT 2, beneficial ownership, +1 more
5 terms
bona fide gift financial
"transaction_code_description: "Bona fide gift""
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Spousal Lifetime Access Trust financial
"Represents a gift of shares to the Spousal Lifetime Access Trust ("SLAT")"
SLAT 2 financial
"Represents a gift of shares to the Spousal Lifetime Access Trust ("SLAT 2")"
beneficial ownership financial
"Mr. Casella disclaims beneficial ownership of the securities indicated"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
pecuniary interest financial
"to the extent to which he does not have an actual pecuniary interest"
FAQ
What insider transactions did John W. Casella report in this CWST Form 4?
John W. Casella reported bona fide gifts of Class B Common Stock totaling 134,000 shares on June 1, 2026. These are non-market transfers, not open-market sales, and were made to trusts and a spouse-related account described in the filing’s footnotes.
What are John W. Casella’s reported direct Class B holdings after these CWST gifts?
After the gift transactions, John W. Casella’s direct holdings in Class B Common Stock are reported as 129,800 shares. Additional Class B shares are held indirectly through trusts and his spouse, with related beneficial ownership disclaimers in the footnotes.
What Class A Common Stock holdings are reported for John W. Casella in CWST?
The filing shows 30,795 Class A Common Stock shares held directly and 694 Class A shares held indirectly by his spouse. These entries are labeled as holdings rather than new transactions and reflect positions as of June 1, 2026.