Comparable stake leader
Jerry Guo
SEC ownership of Casa Systems Inc
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001333835.
Disclosed value leader
Jerry Guo
Comparable rows
0/12
Latest evidence
01 Jan 2024
- Parsed ownership sources
- 3/4/5
- Largest SEC-reported holder
- Jerry Guo
- Latest parsed ownership date
- 01 Jan 2024
- Issuer CIK
- 0001333835
- Issuer location
- Andover, MA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Casa Systems Inc (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Jerry Guo
Disclosed value leader
Jerry Guo
Comparable rows
0/12
Latest evidence
01 Jan 2024
3/4/5
Highest disclosed value: $6,298,127
12 rows are not safely comparable across share classes.
Showing 1-8 of 12 holder rows.
Quick read
Jerry Guo has the largest disclosed position value at $6.3M.
0 of 12 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Jerry Guo's linked filing trail.
Disclosed position value
Top 5
Jerry Guo
$6.3M
Michael Glickman
$1.48M
Lucy Xie
$1.39M
Weidong Chen
$1.34M
William C. Styslinger III
$510.2K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 12 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Jerry Guo |
3/4/5
Director
|
—
class O/S missing
|
$6,298,127
11,883,258 shares
|
— | 21 Mar 2023 |
| Michael Glickman |
3/4/5
President and CEO, Director
|
—
class O/S missing
|
$1,485,000
2,750,000 shares
|
— | 01 Aug 2023 |
| Lucy Xie |
3/4/5
Director
|
—
class O/S missing
|
$1,393,602
2,629,437 shares
|
— | 08 Jan 2023 |
| Weidong Chen |
3/4/5
Former Chief Technology Officer
|
—
class O/S missing
|
$1,344,634
2,537,046 shares
|
— | 08 Dec 2023 |
| William C. Styslinger III |
3/4/5
Director
|
—
mixed-class rows
|
$510,210
957,989 shares
mixed-class rows
|
— | 15 Jun 2023 |
| Scott Bruckner |
3/4/5
Director
|
—
mixed-class rows
|
$224,728
420,120 shares
mixed-class rows
|
— | 13 Dec 2023 |
| Edward Durkin |
3/4/5
Chief Financial Officer
|
—
mixed-class rows
|
$216,556
406,237 shares
mixed-class rows
|
— | 01 Jan 2024 |
| Hayashi Michael T. |
3/4/5
Director
|
—
mixed-class rows
|
$208,462
388,654 shares
mixed-class rows
|
— | 15 Jun 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 06 Jun 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-13 of 13 reporting-owner rows connected to Casa Systems Inc. Open a relationship link for the CIK-to-CIK filing trail.
Rows
13
Largest Forms 3/4/5 holder
Jerry Guo
Net 12M change
$0
Latest report
01 Jan 2024
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Jerry Guo | Director | $6,298,127 | Mixed | 21 Mar 2023 | ||
| Michael Glickman | President and CEO, Director | $1,485,000 | Mixed | 01 Aug 2023 | ||
| Lucy Xie | Director | $1,393,602 | Mixed | 08 Jan 2023 | ||
| Weidong Chen | Former Chief Technology Officer | $1,344,634 | Mixed | 08 Dec 2023 | ||
| William C. Styslinger III | Director | $510,210 | Mixed | 15 Jun 2023 | ||
| Scott Bruckner | Director | $224,728 | Mixed | 13 Dec 2023 | ||
| Edward Durkin | Chief Financial Officer | $216,556 | Mixed | 01 Jan 2024 | ||
| Hayashi Michael T. | Director | $208,462 | Mixed | 15 Jun 2023 | ||
| Susana D'Emic | Director | $206,026 | Mixed | 15 Jun 2023 | ||
| Daniel S. Mead | Director | $204,740 | Mixed | 15 Jun 2023 | ||
| Philip Paro Jr. | Chief Accounting Officer | $54,540 | Mixed | 13 Sep 2023 | ||
| Matthew Slepian | Corporate Controller | $31,762 | Mixed | 25 Feb 2023 | ||
| Harvey L. Tepner | Director | Mixed | 27 Dec 2023 |
Recent insider transactions for Casa Systems Inc
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.