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Compiled from SEC Form N-PX filings and CASS INFORMATION SYSTEMS INC.’s Form 8-K, filed 2024-04-18 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore CASS INFORMATION SYSTEMS INC. in the interactive database Compare manager voting policies
These tallies are CASS INFORMATION SYSTEMS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-04-18 (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.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Robert A. Ebel | 8,865,545 | 218,445 | 81,598 | -- | 2,043,407 | Majority: yes |
| Elect Director: Randall L. Schilling | 8,877,378 | 206,294 | 81,916 | -- | 2,043,407 | Majority: yes |
| Elect Director: Franklin D. Wicks, Jr. | 7,958,810 | 1,123,580 | 83,198 | -- | 2,043,407 | Majority: yes |
| All director nominees were elected. (b) Advisory approval of the Company's executive compensation: | 8,807,549 | 178,200 | 179,839 | -- | 2,043,407 | Majority: yes |
| 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 2024: | 11,073,391 | 108,064 | 27,540 | -- | -- | Majority: yes |
Source: CASS INFORMATION SYSTEMS INC., Form 8-K, filed with the SEC on 2024-04-18 — read the filing on EDGAR.
Each item below shows how the 183 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.
Combines 5 wordings of this item as funds reported it.
99.0% fund support · no official result
The 175 asset managers below cast 99.0% of the shares they voted on this item FOR (6,069,133 for, 59,336 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 838,115 | 0 | 0 | 0 | For |
| Vanguard | 818,346 | 0 | 0 | 0 | For |
| Dimensional | 377,453 | 0 | 0 | 0 | For |
| HEARTLAND ADVISORS INC | 362,010 | 0 | 0 | 0 | For |
| ProShares | 354,571 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 302,724 | 0 | 0 | 0 | For |
| Fidelity | 294,222 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 250,682 | 0 | 0 | 0 | For |
| American Century | 227,648 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 222,645 | 0 | 0 | 0 | For |
| Charles Schwab | 201,726 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 194,467 | 0 | 0 | 0 | For |
| Royce | 124,372 | 0 | 0 | 0 | For |
| Allspring | 117,245 | 0 | 0 | 0 | For |
| SEI | 92,650 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 88,553 | 0 | 0 | 0 | For |
| Keeley Funds, Inc. | 83,371 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 0 | 0 | 80,170 | 0 | Abstain |
| COMMERCE BANK | 65,209 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT INC | 64,515 | 0 | 0 | 0 | For |
| Nuveen | 55,766 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 51,373 | 0 | 0 | 0 | For |
| Invesco | 48,759 | 0 | 0 | 0 | For |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 47,888 | 32 | 0 | 0 | For |
| TIAA | 39,543 | 0 | 0 | 0 | For |
Showing the 25 largest of 175 asset managers. See all 175 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.0% Majority: yes · of votes cast
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 2024:”): 11,073,391 for, 108,064 against, per its Form 8-K filed 2024-04-18 (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. Of all 13,627,848 outstanding shares: 81% for, 0.8% against (82% of the company cast a for/against vote).
The 64 asset managers below cast 100% of the shares they voted on this item FOR (4,222,758 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 784,926 | 0 | 0 | 0 | For |
| BlackRock | 550,741 | 0 | 0 | 0 | For |
| ProShares | 354,571 | 0 | 0 | 0 | For |
| Dimensional | 317,858 | 0 | 0 | 0 | For |
| Fidelity | 293,141 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 250,682 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 222,645 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 194,467 | 0 | 0 | 0 | For |
| American Century | 113,824 | 0 | 0 | 0 | For |
| Capital Group | 106,388 | 0 | 0 | 0 | For |
| Charles Schwab | 100,863 | 0 | 0 | 0 | For |
| Royce | 91,688 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 88,553 | 0 | 0 | 0 | For |
| Keeley Funds, Inc. | 83,371 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 80,170 | 0 | 0 | 0 | For |
| Uniplan Investment Counsel, Inc. | 69,172 | 0 | 0 | 0 | For |
| ADVISORY RESEARCH INC | 61,371 | 0 | 0 | 0 | For |
| Allspring | 52,047 | 0 | 0 | 0 | For |
| SEI | 46,237 | 0 | 0 | 0 | For |
| TIAA | 39,543 | 0 | 0 | 0 | For |
| Equitable | 37,811 | 0 | 0 | 0 | For |
| WisdomTree | 37,402 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 26,185 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,342 | 0 | 0 | 0 | For |
| Invesco | 22,044 | 0 | 0 | 0 | For |
Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.
Combines 3 wordings of this item as funds reported it.
88% Majority: yes · of votes cast
CASS INFORMATION SYSTEMS INC.’s own tally for this item (“Elect Director: Franklin D. Wicks, Jr.”): 7,958,810 for, 1,123,580 against, per its Form 8-K filed 2024-04-18 (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. Of all 13,627,848 outstanding shares: 58% for, 8% against (67% of the company cast a for/against vote).
The 60 asset managers below cast 87% of the shares they voted on this item FOR (3,461,060 for, 524,172 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 784,926 | 0 | 0 | 0 | For |
| BlackRock | 550,741 | 0 | 0 | 0 | For |
| ProShares | 354,571 | 0 | 0 | 0 | For |
| Dimensional | 317,858 | 0 | 0 | 0 | For |
| Fidelity | 293,141 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 0 | 250,682 | 0 | 0 | Against |
| FENIMORE ASSET MANAGEMENT TRUST | 222,645 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 194,467 | 0 | 0 | 0 | For |
| American Century | 113,824 | 0 | 0 | 0 | For |
| Charles Schwab | 100,863 | 0 | 0 | 0 | For |
| Royce | 91,688 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 88,553 | 0 | 0 | Against |
| Keeley Funds, Inc. | 83,371 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 80,170 | 0 | 0 | 0 | For |
| Allspring | 52,047 | 0 | 0 | 0 | For |
| SEI | 0 | 46,237 | 0 | 0 | Against |
| TIAA | 0 | 39,543 | 0 | 0 | Against |
| Equitable | 23,830 | 13,981 | 0 | 0 | For |
| WisdomTree | 37,402 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 0 | 26,185 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 24,342 | 0 | 0 | 0 | For |
| Invesco | 0 | 22,044 | 0 | 0 | Against |
| State Street | 17,996 | 1 | 0 | 0 | For |
| Nushares ETF Trust | 0 | 15,861 | 0 | 0 | Against |
| Exchange Place Advisors Trust | 15,520 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
CASS INFORMATION SYSTEMS INC.’s own tally for this item (“Elect Director: Randall L. Schilling”): 8,877,378 for, 206,294 against, per its Form 8-K filed 2024-04-18 (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. Of all 13,627,848 outstanding shares: 65% for, 2% against (67% of the company cast a for/against vote).
The 60 asset managers below cast 99.3% of the shares they voted on this item FOR (3,958,579 for, 26,653 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 784,926 | 0 | 0 | 0 | For |
| BlackRock | 550,741 | 0 | 0 | 0 | For |
| ProShares | 354,571 | 0 | 0 | 0 | For |
| Dimensional | 317,858 | 0 | 0 | 0 | For |
| Fidelity | 293,141 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 250,682 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 222,645 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 194,467 | 0 | 0 | 0 | For |
| American Century | 113,824 | 0 | 0 | 0 | For |
| Charles Schwab | 100,863 | 0 | 0 | 0 | For |
| Royce | 91,688 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 88,553 | 0 | 0 | 0 | For |
| Keeley Funds, Inc. | 83,371 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 80,170 | 0 | 0 | 0 | For |
| Allspring | 52,047 | 0 | 0 | 0 | For |
| SEI | 46,237 | 0 | 0 | 0 | For |
| TIAA | 39,543 | 0 | 0 | 0 | For |
| Equitable | 37,811 | 0 | 0 | 0 | For |
| WisdomTree | 37,402 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 0 | 26,185 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 24,342 | 0 | 0 | 0 | For |
| Invesco | 22,044 | 0 | 0 | 0 | For |
| State Street | 17,996 | 1 | 0 | 0 | For |
| Nushares ETF Trust | 15,861 | 0 | 0 | 0 | For |
| Exchange Place Advisors Trust | 15,520 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
CASS INFORMATION SYSTEMS INC.’s own tally for this item (“Elect Director: Robert A. Ebel”): 8,865,545 for, 218,445 against, per its Form 8-K filed 2024-04-18 (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. Of all 13,627,848 outstanding shares: 65% for, 2% against (67% of the company cast a for/against vote).
The 60 asset managers below cast 99% of the shares they voted on this item FOR (3,944,598 for, 40,634 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 784,926 | 0 | 0 | 0 | For |
| BlackRock | 550,741 | 0 | 0 | 0 | For |
| ProShares | 354,571 | 0 | 0 | 0 | For |
| Dimensional | 317,858 | 0 | 0 | 0 | For |
| Fidelity | 293,141 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 250,682 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 222,645 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 194,467 | 0 | 0 | 0 | For |
| American Century | 113,824 | 0 | 0 | 0 | For |
| Charles Schwab | 100,863 | 0 | 0 | 0 | For |
| Royce | 91,688 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 88,553 | 0 | 0 | 0 | For |
| Keeley Funds, Inc. | 83,371 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 80,170 | 0 | 0 | 0 | For |
| Allspring | 52,047 | 0 | 0 | 0 | For |
| SEI | 46,237 | 0 | 0 | 0 | For |
| TIAA | 39,543 | 0 | 0 | 0 | For |
| Equitable | 23,830 | 13,981 | 0 | 0 | For |
| WisdomTree | 37,402 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 0 | 26,185 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 24,342 | 0 | 0 | 0 | For |
| Invesco | 22,044 | 0 | 0 | 0 | For |
| State Street | 17,996 | 1 | 0 | 0 | For |
| Nushares ETF Trust | 15,861 | 0 | 0 | 0 | For |
| Exchange Place Advisors Trust | 15,520 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Ranked by the number of CASS INFORMATION SYSTEMS INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 13,627,848 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 6.15% |
| 2 | Vanguard | 6.00% |
| 3 | Dimensional | 2.77% |
| 4 | HEARTLAND ADVISORS INC | 2.66% |
| 5 | ProShares | 2.60% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.22% |
| 7 | Fidelity | 2.16% |
| 8 | HEARTLAND GROUP INC | 1.84% |
| 9 | American Century | 1.67% |
| 10 | FENIMORE ASSET MANAGEMENT TRUST | 1.63% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock, Inc. | 7.94% | DEF14A |
| AJH Investments LLC | 7.76% | DEF14A |
| Buckingham Strategic Wealth, LLC | 6.13% | DEF14A |
| Vanguard Group | 5.98% | 13F |
| Dimensional Fund Advisors | 3.16% | 13F |
| Geode Capital | 2.35% | 13F |
| State Street | 2.30% | 13F |
| Northern Trust | 1.02% | 13F |
| Eric H. Brunngraber | 0.98% | DEF14A |
| Charles Schwab | 0.74% | 13F |
Percentages above are of 13,627,848 shares outstanding, as reported by CASS INFORMATION SYSTEMS INC. on its Form 10-Q dated 2024-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, 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 2024-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At CASS INFORMATION SYSTEMS INC.'s shareholder meeting held 2024-04-16, in the 2023-2024 proxy season, 183 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,084 separate fund positions. Their filings are grouped here into 5 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 cast 99.0% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.
CASS INFORMATION SYSTEMS INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.