James M Jr Cavellier
CIK 1730693 · CIO · last filed 2026-01-28
James M Jr Cavellier is a CIO who has filed 11 SEC Form 4 insider transactions across 1 company since 2018. The most recent filing, for CASS, was dated Jan 28, 2026. Current disclosed insider exposure totals $1.1M across reported positions.
"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.
$1.08M
1
11
$0
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| CASS | CIO | 21,761 | $49.45 | $1.08M | $0 | 11 | 2026-01-28 |
Recent Filings
11 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-01-28 | CASS | Mixed | +427 | -$55.2K | EDGAR |
| 2026-01-26 | CASS | Grant (A) | +2,201 | $0 | EDGAR |
| 2025-01-27 | CASS | Mixed | +3,621 | -$75.3K | EDGAR |
| 2024-01-29 | CASS | Mixed | +3,762 | -$103.1K | EDGAR |
| 2023-02-01 | CASS | Mixed | +409 | -$70.4K | EDGAR |
| 2023-01-30 | CASS | Grant (A) | +1,804 | $0 | EDGAR |
| 2022-01-31 | CASS | Mixed | +2,139 | -$46.2K | EDGAR |
| 2021-02-01 | CASS | Mixed | +2,497 | -$62.4K | EDGAR |
| 2020-02-04 | CASS | Grant (A) | +1,436 | $0 | EDGAR |
| 2019-02-04 | CASS | Grant (A) | +1,426 | $0 | EDGAR |