Insider transactions

Robert J Mathias

CIK 1433229 · President, Cass Bank · last filed 2019-01-28

Robert J Mathias is a President, Cass Bank who has filed 34 SEC Form 4 insider transactions across 1 company since 2008. The most recent filing shows the insider had shares withheld for taxes covering $20.1K of CASS on Jan 28, 2019. Across all open-market trades the lifetime net is −$483.3K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $938.1K across reported positions. 35 SEC filings were submitted jointly with CASS INFORMATION SYSTEMS INC.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure
$938.1K
Companies
1
Total Filings
34
Lifetime Open-Market Net
-$483.3K

Charts

Trading activity, where the exposure sits, and each trade against the stock price.

CASS price and trades

Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.

Shares held

Shares owned after each reported transaction on this company (direct holdings as reported).

Open-market buying and selling

by month

Dollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.

Exposure by company

latest
OfficerDirector10% owner* stale (no filing in 3 yrs)

Most recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.

Filer Profile

Reported Address
ACKRUTI, MIDC CROSS ROAD NO. 21
ANDHERI(E) MUMBAI, K7 400093
Related Filers
CASS INFORMATION SYSTEMS INC — 35 joint filings, latest 2019-01-28
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
CASS President, Cass Bank 16,851 $55.67 $938.1K -$483.3K 34 2019-01-28

Recent Filings

34 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2019-01-28 CASS Tax (F) −388 -$20.1K EDGAR
2018-06-08 CASS Sell (S) −2,546 -$167.3K EDGAR
2018-02-05 CASS Grant (A) +1,405 $0 EDGAR
2018-01-30 CASS Tax (F) −721 -$41.9K EDGAR
2017-06-12 CASS Sell (S) −698 -$45.4K EDGAR
2017-06-06 CASS Sell (S) −3 -$194 EDGAR
2017-02-06 CASS Grant (A) +1,230 $0 EDGAR
2017-01-30 CASS Tax (F) −795 -$53.5K EDGAR
2017-01-05 CASS Mixed +285 -$13.3K EDGAR
2016-10-25 CASS Sell (S) −772 -$43.4K EDGAR
Showing 1–10 of 34
Page 1 of 4
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.