James M Cavellier Jr
CIK 1730693 · View on SEC EDGAR ↗
First SEC filing: Feb. 12, 2018 · Latest: Jan. 27, 2025
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Jan. 24, 2025 | CASS | F | 1,058 | $41.10 | $43,484 | 18,532 Direct | -5.40% | Disposed | 38.8% (price as of 2026-08-21) |
| Jan. 24, 2025 | CASS | A | 3,207 | — | — | 19,590 Direct | +19.58% | Acquired | (price as of 2026-08-21) |
| Jan. 24, 2025 | CASS | F | 774 | $41.10 | $31,811 | 16,383 Direct | -4.51% | Disposed | 38.8% (price as of 2026-08-21) |
| Jan. 23, 2025 | CASS | A | 2,246 | — | — | 17,157 Direct | +15.06% | Acquired | (price as of 2026-08-21) |
| Jan. 26, 2024 | CASS | F | 1,628 | $43.99 | $71,616 | 14,911 Direct | -9.84% | Disposed | 29.7% (price as of 2026-08-21) |
| Jan. 26, 2024 | CASS | A | 4,055 | — | — | 16,539 Direct | +32.48% | Acquired | (price as of 2026-08-21) |
| Jan. 26, 2024 | CASS | F | 716 | $43.99 | $31,497 | 12,484 Direct | -5.42% | Disposed | 29.7% (price as of 2026-08-21) |
| Jan. 25, 2024 | CASS | A | 2,051 | — | — | 13,200 Direct | +18.40% | Acquired | (price as of 2026-08-21) |
| Jan. 30, 2023 | CASS | F | 813 | $48.22 | $39,203 | 11,149 Direct | -6.80% | Disposed | 18.3% (price as of 2026-08-21) |
| Jan. 30, 2023 | CASS | A | 1,868 | — | — | 11,962 Direct | +18.51% | Acquired | (price as of 2026-08-21) |
| Jan. 30, 2023 | CASS | F | 646 | $48.22 | $31,150 | 10,094 Direct | -6.01% | Disposed | 18.3% (price as of 2026-08-21) |
| Jan. 26, 2023 | CASS | A | 1,804 | — | — | 10,740 Direct | +20.19% | Acquired | (price as of 2026-08-21) |
| Jan. 28, 2022 | CASS | F | 509 | $40.15 | $20,436 | 8,936 Direct | -5.39% | Disposed | 42.1% (price as of 2026-08-21) |
| Jan. 28, 2022 | CASS | A | 1,132 | — | — | 9,445 Direct | +13.62% | Acquired | (price as of 2026-08-21) |
| Jan. 28, 2022 | CASS | F | 642 | $40.15 | $25,776 | 8,313 Direct | -7.17% | Disposed | 42.1% (price as of 2026-08-21) |
| Jan. 27, 2022 | CASS | A | 2,158 | — | — | 8,955 Direct | +31.75% | Acquired | (price as of 2026-08-21) |
| Jan. 29, 2021 | CASS | A | 1,997 | — | — | 6,797 Direct | +41.60% | Acquired | (price as of 2026-08-21) |
| Jan. 29, 2021 | CASS | F | 889 | $40.60 | $36,093 | 4,800 Direct | -15.63% | Disposed | 40.5% (price as of 2026-08-21) |
| Jan. 29, 2021 | CASS | A | 2,036 | — | — | 5,689 Direct | +55.74% | Acquired | (price as of 2026-08-21) |
| Jan. 29, 2021 | CASS | F | 647 | $40.60 | $26,268 | 3,653 Direct | -15.05% | Disposed | 40.5% (price as of 2026-08-21) |
| Jan. 31, 2020 | CASS | A | 1,436 | — | — | 4,300 Direct | +50.14% | Acquired | (price as of 2026-08-21) |
| Feb. 1, 2019 | CASS | A | 1,426 | — | — | 2,864 Direct | +99.17% | Acquired | (price as of 2026-08-21) |
| Feb. 12, 2018 | CASS | A | 1,199 | — | — | 1,199 Direct | — | Acquired | (price as of 2026-08-21) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Feb. 12, 2018 | CASS | Common Stock | 0 | Direct |
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
CASS
President, CIO| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2021 | — | — | — | — | — | — | — | — |
| 2020 | — | — | — | — | — | — | — | — |
| 2018 | $221,264 | $100,100 | $172,632 | — | — | — | $143,290 | $637,286 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.