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Compiled from SEC Form N-PX filings and Cass Information Systems, Inc.’s Form 8-K, filed 2025-04-17 (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 2025-04-17 (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: Ralph W. Clermont | 8,864,421 | 426,804 | 84,542 | -- | 1,811,595 | Majority: yes |
| Elect Director: Wendy J. Henry | 9,156,415 | 137,213 | 82,139 | -- | 1,811,595 | Majority: yes |
| Elect Director: James J. Lindemann | 9,117,297 | 199,394 | 59,076 | -- | 1,811,595 | Majority: yes |
| Elect Director: Sally H. Roth | 9,043,813 | 253,258 | 84,206 | -- | 1,811,595 | Majority: yes |
| All director nominees were elected. (b) Advisory approval of the Company's executive compensation: | 9,137,145 | 154,416 | 84,206 | -- | 1,811,595 | 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 2025: | 10,975,341 | 186,756 | 25,265 | -- | -- | Majority: yes |
Source: Cass Information Systems, Inc., Form 8-K, filed with the SEC on 2025-04-17 — read the filing on EDGAR.
Each item below shows how the 170 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.
Meeting held 2025-04-15.
Combines 3 wordings of this item as funds reported it.
99.9% fund support · no official result
The 163 asset managers below cast 99.9% of the shares they voted on this item FOR (6,633,811 for, 5,361 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 898,586 | 0 | 0 | 0 | For |
| Vanguard | 810,349 | 0 | 0 | 0 | For |
| HEARTLAND ADVISORS INC | 445,664 | 0 | 0 | 0 | For |
| Dimensional | 379,442 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 345,682 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 301,580 | 0 | 0 | 0 | For |
| Fidelity | 279,295 | 0 | 0 | 0 | For |
| State Street | 264,318 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 222,645 | 0 | 0 | 0 | For |
| Charles Schwab | 207,114 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 190,792 | 0 | 0 | 0 | For |
| ProShares | 172,096 | 0 | 0 | 0 | For |
| Royce | 153,711 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 153,300 | 0 | 0 | 0 | For |
| American Century | 152,506 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 119,670 | 0 | 0 | 0 | For |
| Northern Trust | 116,590 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT INC | 106,382 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 75,974 | 0 | 0 | 0 | For |
| Keeley Funds, Inc. | 70,986 | 0 | 0 | 0 | For |
| COMMERCE BANK | 60,863 | 0 | 0 | 0 | For |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 50,211 | 0 | 0 | 0 | For |
| PINNACLE ASSOCIATES LTD | 48,817 | 0 | 0 | 0 | For |
| WisdomTree | 47,707 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 46,342 | 0 | 0 | 0 | For |
Showing the 25 largest of 163 asset managers. See all 163 in the interactive database.
Meeting held 2025-04-15.
Combines 2 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: James J. Lindemann”): 9,117,297 for, 199,394 against, per its Form 8-K filed 2025-04-17 (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 13,423,824 outstanding shares: 68% for, 1% against (69% of the company cast a for/against vote).
The 58 asset managers below cast 99.6% of the shares they voted on this item FOR (3,881,129 for, 12,534 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 764,799 | 0 | 0 | 0 | For |
| BlackRock | 569,253 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 345,682 | 0 | 0 | 0 | For |
| Dimensional | 334,336 | 0 | 0 | 0 | For |
| Fidelity | 278,375 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 222,645 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 190,792 | 0 | 0 | 0 | For |
| ProShares | 172,096 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 153,300 | 0 | 0 | 0 | For |
| Royce | 127,422 | 0 | 0 | 0 | For |
| Charles Schwab | 103,557 | 0 | 0 | 0 | For |
| American Century | 76,253 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 75,974 | 0 | 0 | 0 | For |
| Keeley Funds, Inc. | 70,986 | 0 | 0 | 0 | For |
| WisdomTree | 47,707 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 43,061 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 39,700 | 0 | 0 | 0 | For |
| TIAA | 39,543 | 0 | 0 | 0 | For |
| Equitable | 38,722 | 0 | 0 | 0 | For |
| Principal | 24,500 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 22,343 | 0 | 0 | 0 | For |
| Invesco | 15,264 | 0 | 0 | 0 | For |
| Prudential/PGIM | 12,982 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,963 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 0 | 12,482 | 0 | 0 | Against |
Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.
Meeting held 2025-04-15.
Combines 2 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
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 2025-04-17 (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 13,423,824 outstanding shares: 66% for, 3% against (69% of the company cast a for/against vote).
The 58 asset managers below cast 95% of the shares they voted on this item FOR (3,699,470 for, 194,193 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 764,799 | 0 | 0 | 0 | For |
| BlackRock | 569,253 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 345,682 | 0 | 0 | 0 | For |
| Dimensional | 334,336 | 0 | 0 | 0 | For |
| Fidelity | 278,375 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 222,645 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 190,792 | 0 | 0 | 0 | For |
| ProShares | 172,096 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 153,300 | 0 | 0 | Against |
| Royce | 127,422 | 0 | 0 | 0 | For |
| Charles Schwab | 103,557 | 0 | 0 | 0 | For |
| American Century | 76,253 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 75,974 | 0 | 0 | 0 | For |
| Keeley Funds, Inc. | 70,986 | 0 | 0 | 0 | For |
| WisdomTree | 47,707 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 43,061 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 39,700 | 0 | 0 | 0 | For |
| TIAA | 0 | 39,543 | 0 | 0 | Against |
| Equitable | 38,722 | 0 | 0 | 0 | For |
| Principal | 24,500 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 22,343 | 0 | 0 | 0 | For |
| Invesco | 15,264 | 0 | 0 | 0 | For |
| Prudential/PGIM | 12,982 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,963 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 12,482 | 0 | 0 | 0 | For |
Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.
Meeting held 2025-04-15.
Combines 2 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
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 2025-04-17 (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 13,423,824 outstanding shares: 67% for, 2% against (69% of the company cast a for/against vote).
The 58 asset managers below cast 99% of the shares they voted on this item FOR (3,852,770 for, 40,893 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 764,799 | 0 | 0 | 0 | For |
| BlackRock | 569,253 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 345,682 | 0 | 0 | 0 | For |
| Dimensional | 334,336 | 0 | 0 | 0 | For |
| Fidelity | 278,375 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 222,645 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 190,792 | 0 | 0 | 0 | For |
| ProShares | 172,096 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 153,300 | 0 | 0 | 0 | For |
| Royce | 127,422 | 0 | 0 | 0 | For |
| Charles Schwab | 103,557 | 0 | 0 | 0 | For |
| American Century | 76,253 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 75,974 | 0 | 0 | 0 | For |
| Keeley Funds, Inc. | 70,986 | 0 | 0 | 0 | For |
| WisdomTree | 47,707 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 43,061 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 39,700 | 0 | 0 | 0 | For |
| TIAA | 0 | 39,543 | 0 | 0 | Against |
| Equitable | 38,722 | 0 | 0 | 0 | For |
| Principal | 24,500 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 22,343 | 0 | 0 | 0 | For |
| Invesco | 15,264 | 0 | 0 | 0 | For |
| Prudential/PGIM | 12,982 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,963 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 12,482 | 0 | 0 | 0 | For |
Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.
Meeting held 2025-04-15.
Combines 2 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
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 2025-04-17 (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 13,423,824 outstanding shares: 68% for, 1% against (69% of the company cast a for/against vote).
The 58 asset managers below cast 100% of the shares they voted on this item FOR (3,893,663 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 764,799 | 0 | 0 | 0 | For |
| BlackRock | 569,253 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 345,682 | 0 | 0 | 0 | For |
| Dimensional | 334,336 | 0 | 0 | 0 | For |
| Fidelity | 278,375 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 222,645 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 190,792 | 0 | 0 | 0 | For |
| ProShares | 172,096 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 153,300 | 0 | 0 | 0 | For |
| Royce | 127,422 | 0 | 0 | 0 | For |
| Charles Schwab | 103,557 | 0 | 0 | 0 | For |
| American Century | 76,253 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 75,974 | 0 | 0 | 0 | For |
| Keeley Funds, Inc. | 70,986 | 0 | 0 | 0 | For |
| WisdomTree | 47,707 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 43,061 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 39,700 | 0 | 0 | 0 | For |
| TIAA | 39,543 | 0 | 0 | 0 | For |
| Equitable | 38,722 | 0 | 0 | 0 | For |
| Principal | 24,500 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 22,343 | 0 | 0 | 0 | For |
| Invesco | 15,264 | 0 | 0 | 0 | For |
| Prudential/PGIM | 12,982 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,963 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 12,482 | 0 | 0 | 0 | For |
Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.
Meeting held 2025-04-15.
Combines 2 wordings of this item as funds reported it.
98% 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 2025:”): 10,975,341 for, 186,756 against, per its Form 8-K filed 2025-04-17 (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 13,423,824 outstanding shares: 82% for, 1% against (83% of the company cast a for/against vote).
The 58 asset managers below cast 100% of the shares they voted on this item FOR (3,893,663 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 764,799 | 0 | 0 | 0 | For |
| BlackRock | 569,253 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 345,682 | 0 | 0 | 0 | For |
| Dimensional | 334,336 | 0 | 0 | 0 | For |
| Fidelity | 278,375 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 222,645 | 0 | 0 | 0 | For |
| Tributary Funds, Inc. | 190,792 | 0 | 0 | 0 | For |
| ProShares | 172,096 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 153,300 | 0 | 0 | 0 | For |
| Royce | 127,422 | 0 | 0 | 0 | For |
| Charles Schwab | 103,557 | 0 | 0 | 0 | For |
| American Century | 76,253 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 75,974 | 0 | 0 | 0 | For |
| Keeley Funds, Inc. | 70,986 | 0 | 0 | 0 | For |
| WisdomTree | 47,707 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 43,061 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 39,700 | 0 | 0 | 0 | For |
| TIAA | 39,543 | 0 | 0 | 0 | For |
| Equitable | 38,722 | 0 | 0 | 0 | For |
| Principal | 24,500 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 22,343 | 0 | 0 | 0 | For |
| Invesco | 15,264 | 0 | 0 | 0 | For |
| Prudential/PGIM | 12,982 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,963 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 12,482 | 0 | 0 | 0 | For |
Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.
Meeting held 2025-04-15.
100% fund support · no official result
The 4 asset managers below cast 100% of the shares they voted on this item FOR (286,001 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Capital Group | 205,725 | 0 | 0 | 0 | For |
| Uniplan Investment Counsel, Inc. | 66,447 | 0 | 0 | 0 | For |
| Empower | 7,900 | 0 | 0 | 0 | For |
| JPMorgan | 5,929 | 0 | 0 | 0 | For |
Meeting held 2024-04-16 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).
Combines 2 wordings of this item as funds reported it.
0% fund support · no official result
The 2 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 152 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 0 | 152 | 0 | 0 | Against |
| Echo45 Advisors LLC | 0 | 0 | 0 | 0 | -- |
Ranked by the number of Cass Information Systems, Inc. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 13,423,824 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 6.69% |
| 2 | Vanguard | 6.04% |
| 3 | HEARTLAND ADVISORS INC | 3.32% |
| 4 | Dimensional | 2.83% |
| 5 | HEARTLAND GROUP INC | 2.58% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.25% |
| 7 | Fidelity | 2.08% |
| 8 | State Street | 1.97% |
| 9 | FENIMORE ASSET MANAGEMENT TRUST | 1.66% |
| 10 | Charles Schwab | 1.54% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| 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 2025-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 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 2025-03-31. 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 2025-04-15, in the 2024-2025 proxy season, 170 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,190 separate fund positions. Their filings are grouped here into 8 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 99.9% 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 · 2024-2025 (this page) · 2025-2026.