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Cass Information Systems, Inc. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and Cass Information Systems, Inc.’s Form 8-K, filed April 17, 2025 (Item 5.07 on EDGAR). Page generated October 14, 2026.

  • 6Reported items
  • 165Asset managers
  • 1,180Fund votes
  • April 15, 2025Meeting date

Results at a glance

Meeting of April 15, 2025: 6 items on Cass Information Systems, Inc.’s Form 8-K, filed April 17, 2025: 4 elected · 1 approved · 1 without a stated outcome.

Material dissent

None.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025 2025-2026

Explore Cass Information Systems, Inc. in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by Cass Information Systems, Inc.

These tallies are Cass Information Systems, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed April 17, 2025 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

Cass Information Systems, Inc. — official shareholder meeting results, meeting held April 15, 2025
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: Ralph W. Clermont 8,864,421426,80484,542 --1,811,595 95%Elected—
Elect Director: Wendy J. Henry 9,156,415137,21382,139 --1,811,595 99%Elected—
Elect Director: James J. Lindemann 9,117,297199,39459,076 --1,811,595 98%Elected—
Elect Director: Sally H. Roth 9,043,813253,25884,206 --1,811,595 97%Elected—
(b) Advisory approval of the Company's executive compensation: 9,137,145154,41684,206 --1,811,595 98%Not verified—
The Company's executive compensation was approved by advisory vote. (c) Ratification of the selection of KPMG LLP as the Company's independent registered public accounting firm for 2025: 10,975,341186,75625,265 ---- 98%Approved—

Source: Cass Information Systems, Inc., Form 8-K, filed with the SEC on April 17, 2025 — read the filing on EDGAR.

How asset managers voted at the Cass Information Systems, Inc. 2024-2025 meeting

Each item below shows how the 165 asset managers that disclosed a Cass Information Systems, Inc. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Cass Information Systems, Inc.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Elect Director: James J. Lindemann

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 2 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%
FOR: 9,117,297AGAINST: 199,394
Details: description as filed, official tally, votes by 58 asset managers

Description as filed by funds: Election of Directors: James J. Lindemann

Cass Information Systems, Inc.’s own tally for this item (“Elect Director: James J. Lindemann”): 9,117,297 for, 199,394 against, per its Form 8-K filed April 17, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The following is a summary of the matters voted on at the Annual Meeting: (a) Election of four directors to serve a one-year term ending in 2026, as follows: All director nominees were elected.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 58 asset managers below reported 3,881,129 for, 12,534 against.

FOR
FOR: 3,881,129AGAINST: 12,534
Largest asset managers voting on “Election of Directors: James J. Lindemann” at Cass Information Systems, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard764,7990 00For
BlackRock569,2530 00For
HEARTLAND GROUP INC345,6820 00For
Dimensional334,3360 00For
Fidelity278,3750 00For
FENIMORE ASSET MANAGEMENT TRUST222,6450 00For
Tributary Funds, Inc.190,7920 00For
ProShares172,0960 00For
Columbia Threadneedle153,3000 00For
Royce127,4220 00For
Charles Schwab103,5570 00For
American Century76,2530 00For
UNIFIED SERIES TRUST75,9740 00For
Keeley Funds, Inc.70,9860 00For
WisdomTree47,7070 00For
RBB FUND, INC.43,0610 00For
HOTCHKIS & WILEY FUNDS /DE/39,7000 00For
TIAA39,5430 00For
Equitable38,7220 00For
Principal24,5000 00For
QUANTITATIVE MASTER SERIES LLC22,3430 00For
Invesco15,2640 00For
Prudential/PGIM12,9820 00For
Lincoln Financial12,9630 00For
Amplify ETF Trust012,482 00Against

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

2. Elect Director: Ralph W. Clermont

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 2 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%
FOR: 8,864,421AGAINST: 426,804
Details: description as filed, official tally, votes by 58 asset managers

Description as filed by funds: Election of Directors: Ralph W. Clermont

Cass Information Systems, Inc.’s own tally for this item (“Elect Director: Ralph W. Clermont”): 8,864,421 for, 426,804 against, per its Form 8-K filed April 17, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The following is a summary of the matters voted on at the Annual Meeting: (a) Election of four directors to serve a one-year term ending in 2026, as follows: All director nominees were elected.”
Support: 95% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 58 asset managers below reported 3,699,470 for, 194,193 against.

FOR
FOR: 3,699,470AGAINST: 194,193
Largest asset managers voting on “Election of Directors: Ralph W. Clermont” at Cass Information Systems, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard764,7990 00For
BlackRock569,2530 00For
HEARTLAND GROUP INC345,6820 00For
Dimensional334,3360 00For
Fidelity278,3750 00For
FENIMORE ASSET MANAGEMENT TRUST222,6450 00For
Tributary Funds, Inc.190,7920 00For
ProShares172,0960 00For
Columbia Threadneedle0153,300 00Against
Royce127,4220 00For
Charles Schwab103,5570 00For
American Century76,2530 00For
UNIFIED SERIES TRUST75,9740 00For
Keeley Funds, Inc.70,9860 00For
WisdomTree47,7070 00For
RBB FUND, INC.43,0610 00For
HOTCHKIS & WILEY FUNDS /DE/39,7000 00For
TIAA039,543 00Against
Equitable38,7220 00For
Principal24,5000 00For
QUANTITATIVE MASTER SERIES LLC22,3430 00For
Invesco15,2640 00For
Prudential/PGIM12,9820 00For
Lincoln Financial12,9630 00For
Amplify ETF Trust12,4820 00For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

3. Elect Director: Sally H. Roth

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 2 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 9,043,813AGAINST: 253,258
Details: description as filed, official tally, votes by 58 asset managers

Description as filed by funds: Election of Directors: Sally H. Roth

Cass Information Systems, Inc.’s own tally for this item (“Elect Director: Sally H. Roth”): 9,043,813 for, 253,258 against, per its Form 8-K filed April 17, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The following is a summary of the matters voted on at the Annual Meeting: (a) Election of four directors to serve a one-year term ending in 2026, as follows: All director nominees were elected.”
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 58 asset managers below reported 3,852,770 for, 40,893 against.

FOR
FOR: 3,852,770AGAINST: 40,893
Largest asset managers voting on “Election of Directors: Sally H. Roth” at Cass Information Systems, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard764,7990 00For
BlackRock569,2530 00For
HEARTLAND GROUP INC345,6820 00For
Dimensional334,3360 00For
Fidelity278,3750 00For
FENIMORE ASSET MANAGEMENT TRUST222,6450 00For
Tributary Funds, Inc.190,7920 00For
ProShares172,0960 00For
Columbia Threadneedle153,3000 00For
Royce127,4220 00For
Charles Schwab103,5570 00For
American Century76,2530 00For
UNIFIED SERIES TRUST75,9740 00For
Keeley Funds, Inc.70,9860 00For
WisdomTree47,7070 00For
RBB FUND, INC.43,0610 00For
HOTCHKIS & WILEY FUNDS /DE/39,7000 00For
TIAA039,543 00Against
Equitable38,7220 00For
Principal24,5000 00For
QUANTITATIVE MASTER SERIES LLC22,3430 00For
Invesco15,2640 00For
Prudential/PGIM12,9820 00For
Lincoln Financial12,9630 00For
Amplify ETF Trust12,4820 00For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

4. Elect Director: Wendy J. Henry

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 2 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%
FOR: 9,156,415AGAINST: 137,213
Details: description as filed, official tally, votes by 58 asset managers

Description as filed by funds: Election of Directors: Wendy J. Henry

Cass Information Systems, Inc.’s own tally for this item (“Elect Director: Wendy J. Henry”): 9,156,415 for, 137,213 against, per its Form 8-K filed April 17, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The following is a summary of the matters voted on at the Annual Meeting: (a) Election of four directors to serve a one-year term ending in 2026, as follows: All director nominees were elected.”
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 58 asset managers below reported 3,893,663 for.

FOR
FOR: 3,893,663
Largest asset managers voting on “Election of Directors: Wendy J. Henry” at Cass Information Systems, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard764,7990 00For
BlackRock569,2530 00For
HEARTLAND GROUP INC345,6820 00For
Dimensional334,3360 00For
Fidelity278,3750 00For
FENIMORE ASSET MANAGEMENT TRUST222,6450 00For
Tributary Funds, Inc.190,7920 00For
ProShares172,0960 00For
Columbia Threadneedle153,3000 00For
Royce127,4220 00For
Charles Schwab103,5570 00For
American Century76,2530 00For
UNIFIED SERIES TRUST75,9740 00For
Keeley Funds, Inc.70,9860 00For
WisdomTree47,7070 00For
RBB FUND, INC.43,0610 00For
HOTCHKIS & WILEY FUNDS /DE/39,7000 00For
TIAA39,5430 00For
Equitable38,7220 00For
Principal24,5000 00For
QUANTITATIVE MASTER SERIES LLC22,3430 00For
Invesco15,2640 00For
Prudential/PGIM12,9820 00For
Lincoln Financial12,9630 00For
Amplify ETF Trust12,4820 00For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

5. To approve the advisory resolution on executive compensation:

No official matchFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

Combines 3 wordings of this item as funds reported it.

99.9% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 163 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 57 asset managers voting on “To approve the advisory resolution on executive compensation:” at Cass Information Systems, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard764,7990 00For
BlackRock569,2530 00For
HEARTLAND GROUP INC345,6820 00For
Dimensional334,3360 00For
Fidelity278,3750 00For
FENIMORE ASSET MANAGEMENT TRUST222,6450 00For
Tributary Funds, Inc.190,7920 00For
ProShares172,0960 00For
Columbia Threadneedle153,3000 00For
Royce127,4220 00For
Charles Schwab103,5570 00For
American Century76,2530 00For
UNIFIED SERIES TRUST75,9740 00For
Keeley Funds, Inc.70,9860 00For
WisdomTree47,7070 00For
RBB FUND, INC.43,0610 00For
HOTCHKIS & WILEY FUNDS /DE/39,7000 00For
TIAA39,5430 00For
Equitable38,7220 00For
Principal24,5000 00For
QUANTITATIVE MASTER SERIES LLC22,3430 00For
Invesco15,2640 00For
Prudential/PGIM12,9820 00For
Lincoln Financial12,9630 00For
Amplify ETF Trust12,4820 00For

Fund voting reports, all 57 managers: 3,884,413 for, 1,350 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 124 asset managers voting on “To approve the advisory resolution on executive compensation:” at Cass Information Systems, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
HEARTLAND ADVISORS INC445,6640 00For
BlackRock329,3330 00For
GEODE CAPITAL MANAGEMENT, LLC301,5800 00For
State Street263,4610 00For
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC119,6700 00For
Northern Trust108,7730 00For
FENIMORE ASSET MANAGEMENT INC106,3820 00For
Charles Schwab103,5570 00For
American Century76,2530 00For
COMMERCE BANK60,8630 00For
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP50,2110 00For
PINNACLE ASSOCIATES LTD48,8170 00For
MELLON INVESTMENTS Corp46,3420 00For
Vanguard45,5500 00For
Dimensional45,1060 00For
Nuveen39,9050 00For
MONETA GROUP INVESTMENT ADVISORS LLC36,9980 00For
PNC BANK, NATIONAL ASSOCIATION34,2882,574 00Mixed
ENVESTNET ASSET MANAGEMENT INC31,6890 00For
AMERIPRISE FINANCIAL INC26,7810 00For
Royce26,2890 00For
JAG CAPITAL MANAGEMENT, LLC24,8500 00For
Ballast Asset Management, LP24,4420 00For
Invesco19,9110 00For
PARAMETRIC PORTFOLIO ASSOCIATES LLC19,4180 00For

Institutional-manager reports, all 124 managers: 2,749,398 for, 4,011 against. Showing the 25 largest; see all in the interactive database.

6. The Company's executive compensation was approved by advisory vote. (c) Ratification of the selection of KPMG LLP as…

Official resultAUDIT-RELATEDReported outcome: Approved

Combines 2 wordings of this item as funds reported it.

98% Approved · of votes cast

FOR 98%
FOR: 10,975,341AGAINST: 186,756
Details: description as filed, official tally, votes by 58 asset managers

Description as filed by funds: TO RATIFY THE APPOINTMENT OF KPMG LLP AS THE INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR 2025

Cass Information Systems, Inc.’s own tally for this item (“The Company's executive compensation was approved by advisory vote. (c) Ratification of the selection of KPMG LLP as the Company's independent registered public accounting firm for 2025:”): 10,975,341 for, 186,756 against — passed, per its Form 8-K filed April 17, 2025 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “The Company's executive compensation was approved by advisory vote.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 58 asset managers below reported 3,893,663 for.

FOR
FOR: 3,893,663
Largest asset managers voting on “TO RATIFY THE APPOINTMENT OF KPMG LLP AS THE INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR 2025” at Cass Information Systems, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard764,7990 00For
BlackRock569,2530 00For
HEARTLAND GROUP INC345,6820 00For
Dimensional334,3360 00For
Fidelity278,3750 00For
FENIMORE ASSET MANAGEMENT TRUST222,6450 00For
Tributary Funds, Inc.190,7920 00For
ProShares172,0960 00For
Columbia Threadneedle153,3000 00For
Royce127,4220 00For
Charles Schwab103,5570 00For
American Century76,2530 00For
UNIFIED SERIES TRUST75,9740 00For
Keeley Funds, Inc.70,9860 00For
WisdomTree47,7070 00For
RBB FUND, INC.43,0610 00For
HOTCHKIS & WILEY FUNDS /DE/39,7000 00For
TIAA39,5430 00For
Equitable38,7220 00For
Principal24,5000 00For
QUANTITATIVE MASTER SERIES LLC22,3430 00For
Invesco15,2640 00For
Prudential/PGIM12,9820 00For
Lincoln Financial12,9630 00For
Amplify ETF Trust12,4820 00For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

Not shown here: this season’s fund filings also report 1 item from the meeting of April 16, 2024, which belongs to the 2023-2024 season. A meeting outside this season’s July 1 to June 30 window is not counted in this page’s items or in its totals of asset managers and fund votes.

Largest Cass Information Systems, Inc. shareholders voting in 2024-2025

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 13,423,824 shares outstanding at the time of that meeting.

Fund voting reports: top Cass Information Systems, Inc. shareholders by shares voted on “Election of Directors: James J. Lindemann”, 2024-2025
#Asset manager % of shares outstanding
1Vanguard 5.70%
2BlackRock 4.24%
3HEARTLAND GROUP INC 2.58%
4Dimensional 2.49%
5Fidelity 2.07%
6FENIMORE ASSET MANAGEMENT TRUST 1.66%
7Tributary Funds, Inc. 1.42%
8ProShares 1.28%
9Columbia Threadneedle 1.14%
10Royce 0.95%
Institutional-manager reports: top Cass Information Systems, Inc. shareholders by shares voted on “To approve the advisory resolution on executive compensation:”, 2024-2025
#Asset manager % of shares outstanding
1HEARTLAND ADVISORS INC 3.32%
2BlackRock 2.45%
3GEODE CAPITAL MANAGEMENT, LLC 2.25%
4State Street 1.96%
5HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.89%
6Northern Trust 0.81%
7FENIMORE ASSET MANAGEMENT INC 0.79%
8Charles Schwab 0.77%
9American Century 0.57%
10COMMERCE BANK 0.45%

Reported Cass Information Systems, Inc. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

Cass Information Systems, Inc. holdings and ownership disclosed for the 2024-2025 proxy season
Holder % outstanding Disclosure
AJH Investments LLC 7.88% DEF14A
BlackRock, Inc. 6.67% 13G
The Vanguard Group 5.94% DEF14A
Focus Partners Wealth LLC 5.68% DEF14A
Dimensional Fund Advisors 3.02% 13F
State Street 2.46% 13F
Geode Capital 2.29% 13F
Eric H. Brunngraber 1.10% DEF14A
Northern Trust 0.97% 13F
Charles Schwab 0.76% 13F

Percentages above are of 13,423,824 shares outstanding, as reported by Cass Information Systems, Inc. on its Form 10-Q dated March 31, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Cass Information Systems, Inc.’s 10-Q dated March 31, 2025. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.

At Cass Information Systems, Inc.'s shareholder meeting held April 15, 2025, in the 2024-2025 proxy season, 165 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,180 separate fund positions. Their filings are grouped here into 6 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. Cass Information Systems, Inc.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — To approve the advisory resolution on executive compensation: — the reporting funds and managers cast 99.9% of the shares they voted in favour (FOR divided by FOR plus AGAINST plus WITHHELD; abstained and unvoted shares are excluded because neither took a side). Fund and manager reports are combined in it and may count the same shares twice: it adds fund reports to institutional-manager reports, which can cover the same shares. It is not the company's certified result.

Cass Information Systems, Inc. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.