SEC CIK 1363586
Appelbaum P Stephen
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| CASSview stock → | 50,813 | 2021-01-29 |
Position History — CASS
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — CASS
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2021-01-29 | Tax withholding | 811 | $40.60 | 50,813 |
| 2021-01-29 | Grant / award | 2,199 | $0.00 | 54,221 |
| 2021-01-29 | Grant / award | 2,297 | $0.00 | 53,110 |
| 2021-01-29 | Tax withholding | 1,088 | $40.60 | 52,022 |
| 2020-01-31 | Tax withholding | 777 | $54.02 | 48,487 |
| 2020-01-31 | Grant / award | 2,734 | $0.00 | 51,221 |
| 2020-01-31 | Tax withholding | 1,209 | $54.02 | 50,012 |
| 2020-01-31 | Grant / award | 1,612 | $0.00 | 51,624 |
| 2019-11-05 | Option exercise (derivative) | 4,147 | $0.00 | 0 |
| 2019-11-05 | Option exercise | 4,147 | $31.92 | 52,361 |
| 2019-11-05 | Disposition to issuer | 2,227 | $59.45 | 50,134 |
| 2019-11-05 | Tax withholding | 870 | $59.45 | 49,264 |
| 2019-09-09 | Option exercise (derivative) | 4,547 | $0.00 | 0 |
| 2019-09-09 | Tax withholding | 1,107 | $54.92 | 48,214 |
| 2019-09-09 | Disposition to issuer | 2,105 | $54.92 | 49,321 |
| 2019-09-09 | Option exercise | 4,547 | $25.42 | 51,426 |
| 2019-02-01 | Grant / award | 1,660 | $0.00 | 46,879 |
| 2019-01-25 | Tax withholding | 382 | $51.73 | 45,219 |
| 2018-08-08 | Option exercise (derivative) | 3,789 | $0.00 | 3,789 |
| 2018-08-08 | Tax withholding | 929 | $70.29 | 38,002 |
| 2018-08-08 | Disposition to issuer | 1,645 | $70.29 | 38,931 |
| 2018-08-08 | Option exercise | 3,789 | $30.51 | 40,576 |
| 2018-06-05 | Option exercise (derivative) | 3,792 | $0.00 | 0 |
| 2018-06-05 | Tax withholding | 949 | $64.58 | 36,787 |
| 2018-06-05 | Option exercise | 3,792 | $27.23 | 39,335 |
| 2018-06-05 | Disposition to issuer | 1,599 | $64.58 | 37,736 |
| 2018-02-01 | Grant / award | 1,352 | $0.00 | 35,543 |
| 2018-01-27 | Tax withholding | 404 | $58.17 | 34,191 |
| 2018-01-26 | Tax withholding | 322 | $58.17 | 34,595 |
| 2017-11-29 | Option exercise (derivative) | 3,447 | $0.00 | 3,446 |
| 2017-11-29 | Disposition to issuer | 1,486 | $69.48 | 32,594 |
| 2017-11-29 | Option exercise | 3,447 | $29.95 | 34,080 |
| 2017-11-29 | Tax withholding | 850 | $69.48 | 31,744 |
| 2017-06-09 | Option exercise (derivative) | 2,318 | $0.00 | 0 |
| 2017-06-09 | Disposition to issuer | 874 | $66.12 | 31,258 |
| 2017-06-09 | Option exercise | 2,318 | $24.93 | 32,132 |
| 2017-06-09 | Tax withholding | 625 | $66.12 | 30,633 |
| 2017-02-02 | Grant / award | 1,178 | $0.00 | 29,814 |
| 2017-01-28 | Tax withholding | 129 | $67.21 | 28,636 |
| 2017-01-27 | Tax withholding | 375 | $67.21 | 28,765 |
| 2017-01-26 | Tax withholding | 299 | $67.50 | 29,140 |
| 2016-11-21 | Option exercise (derivative) | 6,234 | $0.00 | 0 |
| 2016-11-21 | Disposition to issuer | 1,888 | $70.35 | 31,236 |
| 2016-11-21 | Tax withholding | 1,797 | $70.35 | 29,439 |
| 2016-11-21 | Option exercise | 6,234 | $21.30 | 33,124 |
| 2016-07-26 | Option exercise (derivative) | 6,234 | $0.00 | 6,234 |
| 2016-07-26 | Option exercise | 6,234 | $21.30 | 30,907 |
| 2016-07-26 | Tax withholding | 1,563 | $54.13 | 26,890 |
| 2016-07-26 | Disposition to issuer | 2,454 | $54.13 | 28,453 |
| 2016-01-28 | Tax withholding | 146 | $49.24 | 24,673 |
| 2016-01-27 | Tax withholding | 375 | $48.93 | 24,819 |
| 2016-01-26 | Grant / award | 1,926 | $49.81 | 25,194 |
| 2016-01-22 | Tax withholding | 248 | $50.53 | 23,268 |
| 2015-03-12 | Option exercise (derivative) | 4,728 | $0.00 | 0 |
| 2015-03-12 | Option exercise | 4,728 | $23.48 | 26,700 |
| 2015-03-12 | Disposition to issuer | 2,106 | $52.72 | 24,594 |
| 2015-03-12 | Tax withholding | 1,078 | $52.72 | 23,516 |
| 2015-01-28 | Tax withholding | 146 | $48.03 | 21,972 |
| 2015-01-27 | Grant / award | 2,415 | $0.00 | 22,118 |
| 2015-01-23 | Tax withholding | 274 | $52.24 | 19,703 |
| 2015-01-22 | Tax withholding | 247 | $52.30 | 19,977 |
| 2014-01-28 | Grant / award (derivative) | 3,245 | $0.00 | 3,245 |
| 2014-01-28 | Grant / award | 939 | $0.00 | 20,224 |
| 2014-01-25 | Tax withholding | 283 | $60.98 | 19,285 |
| 2014-01-24 | Tax withholding | 274 | $60.98 | 19,568 |
| 2014-01-22 | Tax withholding | 284 | $65.10 | 19,842 |
| 2013-08-09 | Option exercise (derivative) | 4,730 | $0.00 | 4,728 |
| 2013-08-09 | Option exercise | 4,730 | $23.48 | 22,920 |
| 2013-08-09 | Disposition to issuer | 1,881 | $59.06 | 21,039 |
| 2013-08-09 | Tax withholding | 950 | $59.06 | 20,089 |
| 2013-01-22 | Grant / award (derivative) | 6,283 | $0.00 | 6,283 |
| 2013-01-22 | Grant / award | 1,594 | $0.00 | 18,190 |
| 2012-01-24 | Grant / award (derivative) | 6,263 | $0.00 | 6,263 |
| 2012-01-24 | Grant / award | 1,605 | $0.00 | 15,088 |
| 2011-01-25 | Grant / award (derivative) | 5,698 | $0.00 | 5,698 |
| 2011-01-25 | Grant / award | 1,566 | $0.00 | 12,258 |
| 2010-01-26 | Grant / award (derivative) | 1,917 | $0.00 | 1,917 |
| 2010-01-26 | Grant / award | 580 | $0.00 | 10,692 |
| 2009-01-20 | Grant / award (derivative) | 10,305 | $0.00 | 10,305 |
| 2009-01-20 | Grant / award | 2,479 | $0.00 | 7,169 |
| 2008-01-22 | Grant / award (derivative) | 7,818 | $0.00 | 7,818 |
| 2008-01-22 | Grant / award | 2,105 | $0.00 | 6,533 |
| 2007-01-31 | Grant / award | 2,026 | $0.00 | 5,026 |
| 2006-05-15 | Grant / award | 2,000 | $50.00 | 2,000 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.