Sally H Roth

CIK 1774949 · View on SEC EDGAR ↗

Insider

First SEC filing: April 29, 2019 · Latest: April 18, 2025

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 11 non-open-market transactions below last 12 months, based on the transactions shown below

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
April 17, 2025 CASS A 2,026 $39.48 $79,986 11,425 Direct +21.56% Acquired 41.0% (price as of 2026-08-20)
April 18, 2024 CASS A 1,602 $43.68 $69,975 9,399 Direct +20.55% Acquired 27.5% (price as of 2026-08-20)
April 20, 2023 CASS A 1,595 $37.61 $59,988 7,797 Direct +25.72% Acquired 48.0% (price as of 2026-08-20)
Dec. 22, 2022 CASS A 296 $43.91 $12,997 6,202 Direct +5.01% Acquired 26.8% (price as of 2026-08-20)
Sept. 22, 2022 CASS A 374 $34.75 $12,996 5,906 Direct +6.76% Acquired 60.2% (price as of 2026-08-20)
June 23, 2022 CASS A 369 $33.82 $12,480 5,532 Direct +7.15% Acquired 64.6% (price as of 2026-08-20)
April 21, 2022 CASS A 1,458 $41.16 $60,011 5,163 Direct +39.35% Acquired 35.3% (price as of 2026-08-20)
March 24, 2022 CASS A 350 $37.07 $12,974 3,705 Direct +10.43% Acquired 50.2% (price as of 2026-08-20)
April 22, 2021 CASS A 1,215 3,355 Direct +56.78% Acquired (price as of 2026-08-20)
April 23, 2020 CASS A 1,019 2,140 Direct +90.90% Acquired (price as of 2026-08-20)
April 25, 2019 CASS A 1,121 1,121 Direct Acquired (price as of 2026-08-20)

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
April 29, 2019 CASS Common Stock 0 Direct