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PATHWARD FINANCIAL, INC.

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4627
SEC CIK
0000907471
Parsed reports
564

Last 12 months

Inside the activity.

0 purchase rows · 5 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202601
Feb 202602
Mar 202600
Apr 202601
May 202601
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 09, 2019 Filed Dec 11, 2019 21:36 UTC SaleCommon Stock 8,804 $35.05 $308,589.88
Disclosure

SEC source: 0000907471-19-000180 · wf-form4_157610015784936.xml · nonDerivative · entry 1

Tull William David · CIK 0001745694 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · DT Trust

Disclosed balance after: 335,917

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.99 to $35.21, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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December 09, 2019 Filed Dec 11, 2019 21:39 UTC GiftCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0000907471-19-000182 · wf-form4_157610033270839.xml · nonDerivative · entry 1

Stork Kendall E · CIK 0001674559 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · KS Trust

Disclosed balance after: 12,363

Read SEC document
December 09, 2019 Filed Dec 20, 2019 22:32 UTC
Herrick Glen WilliamEVP, CFO & Secretary
GiftCommon Stock 1,500 $0.00 $0.00
Disclosure

SEC source: 0000907471-19-000188 · wf-form4_157688112153527.xml · nonDerivative · entry 1

Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 210,351

F1 · shares: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration.

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December 06, 2019 Filed Dec 11, 2019 21:26 UTC
Hanson Bradley CDirector · President & CEO
GiftCommon Stock 710 $0.00 $0.00
Disclosure

SEC source: 0000907471-19-000178 · wf-form4_157609959710487.xml · nonDerivative · entry 1

Hanson Bradley C · CIK 0001342375 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Bradley C. Hanson Living Trust

Disclosed balance after: 394,622

Read SEC document
December 04, 2019 Filed Dec 5, 2019 23:02 UTC SaleCommon Stock 20,000 $35.12 $702,476.00
Disclosure

SEC source: 0000907471-19-000176 · wf-form4_157558694391031.xml · nonDerivative · entry 2

Tull William David · CIK 0001745694 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · RT Trust

Disclosed balance after: 353,480

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.38, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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December 04, 2019 Filed Dec 5, 2019 23:02 UTC SaleCommon Stock 20,000 $35.13 $702,528.00
Disclosure

SEC source: 0000907471-19-000176 · wf-form4_157558694391031.xml · nonDerivative · entry 1

Tull William David · CIK 0001745694 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · DT Trust

Disclosed balance after: 344,721

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.38, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
November 19, 2019 Filed Nov 21, 2019 22:41 UTC
Thornsberry ShereeEVP, Head of Payments
Tax withholdingCommon Stock 674 $33.20 $22,376.80
Disclosure

SEC source: 0000907471-19-000170 · wf-form4_157437605199289.xml · nonDerivative · entry 2

Thornsberry Sheree · CIK 0001717715 · EVP, Head of Payments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,219

F2 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
November 19, 2019 Filed Nov 21, 2019 22:41 UTC
Thornsberry ShereeEVP, Head of Payments
GrantCommon Stock 6,793 $33.20 $225,527.60
Disclosure

SEC source: 0000907471-19-000170 · wf-form4_157437605199289.xml · nonDerivative · entry 1

Thornsberry Sheree · CIK 0001717715 · EVP, Head of Payments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,893

F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan.

Read SEC document
November 19, 2019 Filed Nov 21, 2019 22:39 UTC
Herrick Glen WilliamEVP, CFO & Secretary
Tax withholdingCommon Stock 2,598 $33.20 $86,253.60
Disclosure

SEC source: 0000907471-19-000168 · wf-form4_157437597426879.xml · nonDerivative · entry 2

Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 211,851

F2 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
November 19, 2019 Filed Nov 21, 2019 22:39 UTC
Herrick Glen WilliamEVP, CFO & Secretary
GrantCommon Stock 19,799 $33.20 $657,326.80
Disclosure

SEC source: 0000907471-19-000168 · wf-form4_157437597426879.xml · nonDerivative · entry 1

Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 214,449

F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan.

Read SEC document
November 19, 2019 Filed Nov 21, 2019 22:36 UTC
Goik Michael KEVP Commercial Finance
Tax withholdingCommon Stock 1,184 $33.20 $39,308.80
Disclosure

SEC source: 0000907471-19-000164 · wf-form4_157437578762351.xml · nonDerivative · entry 2

Goik Michael K · CIK 0001744576 · EVP Commercial Finance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 178,494

F2 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
November 19, 2019 Filed Nov 21, 2019 22:36 UTC
Goik Michael KEVP Commercial Finance
GrantCommon Stock 8,143 $33.20 $270,347.60
Disclosure

SEC source: 0000907471-19-000164 · wf-form4_157437578762351.xml · nonDerivative · entry 1

Goik Michael K · CIK 0001744576 · EVP Commercial Finance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 179,678

F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan.

Read SEC document
November 19, 2019 Filed Nov 21, 2019 22:42 UTC
Schneekloth ShellyChief Operations Officer
Tax withholdingCommon Stock 725 $33.20 $24,070.00
Disclosure

SEC source: 0000907471-19-000172 · wf-form4_157437614108864.xml · nonDerivative · entry 2

Schneekloth Shelly · CIK 0001722411 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,170

F2 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
November 19, 2019 Filed Nov 21, 2019 22:42 UTC
Schneekloth ShellyChief Operations Officer
GrantCommon Stock 5,516 $33.20 $183,131.20
Disclosure

SEC source: 0000907471-19-000172 · wf-form4_157437614108864.xml · nonDerivative · entry 1

Schneekloth Shelly · CIK 0001722411 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,895

F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan.

Read SEC document
November 19, 2019 Filed Nov 21, 2019 22:38 UTC
Hanson Bradley CDirector · President & CEO
Tax withholdingCommon Stock 7,281 $33.20 $241,729.20
Disclosure

SEC source: 0000907471-19-000166 · wf-form4_157437589582111.xml · nonDerivative · entry 4

Hanson Bradley C · CIK 0001342375 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Bradley C. Hanson Living Trust

Disclosed balance after: 395,332

F3 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
November 19, 2019 Filed Nov 21, 2019 22:38 UTC
Hanson Bradley CDirector · President & CEO
GiftCommon Stock 55,493 $0.00 $0.00
Disclosure

SEC source: 0000907471-19-000166 · wf-form4_157437589582111.xml · nonDerivative · entry 3

Hanson Bradley C · CIK 0001342375 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Bradley C. Hanson Living Trust

Disclosed balance after: 402,613

F2 · shares: The transaction involved a gift of shares from the reporting person to the Bradley C. Hanson Living Trust.

Read SEC document
November 19, 2019 Filed Nov 21, 2019 22:38 UTC
Hanson Bradley CDirector · President & CEO
GiftCommon Stock 55,493 $0.00 $0.00
Disclosure

SEC source: 0000907471-19-000166 · wf-form4_157437589582111.xml · nonDerivative · entry 2

Hanson Bradley C · CIK 0001342375 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · shares: The transaction involved a gift of shares from the reporting person to the Bradley C. Hanson Living Trust.

Read SEC document
November 19, 2019 Filed Nov 21, 2019 22:38 UTC
Hanson Bradley CDirector · President & CEO
GrantCommon Stock 55,493 $33.20 $1,842,367.60
Disclosure

SEC source: 0000907471-19-000166 · wf-form4_157437589582111.xml · nonDerivative · entry 1

Hanson Bradley C · CIK 0001342375 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,493

F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan.

Read SEC document
November 19, 2019 Filed Nov 21, 2019 22:35 UTC
Pharr Brett L.EVP & Group Head of Governance
Tax withholdingCommon Stock 420 $33.20 $13,944.00
Disclosure

SEC source: 0000907471-19-000162 · wf-form4_157437570235604.xml · nonDerivative · entry 2

Pharr Brett L. · CIK 0001768567 · EVP & Group Head of Governance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,775

F2 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
November 19, 2019 Filed Nov 21, 2019 22:35 UTC
Pharr Brett L.EVP & Group Head of Governance
GrantCommon Stock 3,195 $33.20 $106,074.00
Disclosure

SEC source: 0000907471-19-000162 · wf-form4_157437570235604.xml · nonDerivative · entry 1

Pharr Brett L. · CIK 0001768567 · EVP & Group Head of Governance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,195

F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan.

Read SEC document
October 29, 2019 Filed Oct 31, 2019 21:24 UTC
Theisen Sonja AnneSVP, Chief Accounting Officer
Tax withholdingCommon Stock 114 $32.13 $3,662.82
Disclosure

SEC source: 0000907471-19-000156 · wf-form4_157255703495019.xml · nonDerivative · entry 2

Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,849

F2 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
October 29, 2019 Filed Oct 31, 2019 21:24 UTC
Theisen Sonja AnneSVP, Chief Accounting Officer
GrantCommon Stock 1,401 $32.13 $45,014.13
Disclosure

SEC source: 0000907471-19-000156 · wf-form4_157255703495019.xml · nonDerivative · entry 1

Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,963

F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan.

Read SEC document
October 25, 2019 Filed Oct 28, 2019 20:13 UTC
Goik Michael KSee Remarks
SaleCommon Stock 13,872 $32.30 $448,065.60
Disclosure

SEC source: 0000907471-19-000154 · wf-form4_157229358619161.xml · nonDerivative · entry 1

Goik Michael K · CIK 0001744576 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 171,535

F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

Read SEC document
October 16, 2019 Filed Oct 18, 2019 20:39 UTC
Hanson Bradley CDirector · President & CEO
Tax withholdingCommon Stock 8,609 $0.00 $0.00
Disclosure

SEC source: 0000907471-19-000148 · wf-form4_157143113972761.xml · nonDerivative · entry 1

Hanson Bradley C · CIK 0001342375 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Bradley C. Hanson Living Trust

Disclosed balance after: 347,120

F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
October 16, 2019 Filed Oct 18, 2019 20:37 UTC
Herrick Glen WilliamEVP, CFO & Secretary
Tax withholdingCommon Stock 3,021 $0.00 $0.00
Disclosure

SEC source: 0000907471-19-000146 · wf-form4_157143099815281.xml · nonDerivative · entry 1

Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 194,650

F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
October 16, 2019 Filed Oct 18, 2019 20:34 UTC
Goik Michael KSee Remarks
Tax withholdingCommon Stock 1,159 $0.00 $0.00
Disclosure

SEC source: 0000907471-19-000144 · wf-form4_157143082475045.xml · nonDerivative · entry 1

Goik Michael K · CIK 0001744576 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 185,407

F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
October 16, 2019 Filed Oct 18, 2019 20:31 UTC
Theisen Sonja AnneSVP, Chief Accounting Officer
Tax withholdingCommon Stock 122 $0.00 $0.00
Disclosure

SEC source: 0000907471-19-000142 · wf-form4_157143064359152.xml · nonDerivative · entry 1

Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,562

F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
October 16, 2019 Filed Oct 18, 2019 20:26 UTC
Schneekloth ShellyEVP and Head of Tech & Ops
Tax withholdingCommon Stock 364 $0.00 $0.00
Disclosure

SEC source: 0000907471-19-000140 · wf-form4_157143036100617.xml · nonDerivative · entry 1

Schneekloth Shelly · CIK 0001722411 · EVP and Head of Tech & Ops

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,379

F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
October 16, 2019 Filed Oct 18, 2019 20:20 UTC
Thornsberry ShereeEVP, Head of Payments
Tax withholdingCommon Stock 758 $0.00 $0.00
Disclosure

SEC source: 0000907471-19-000138 · wf-form4_157143002844774.xml · nonDerivative · entry 1

Thornsberry Sheree · CIK 0001717715 · EVP, Head of Payments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,100

F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
October 11, 2019 Filed Oct 15, 2019 21:04 UTC
Herrick Glen WilliamEVP, CFO & Secretary
Tax withholdingCommon Stock 1,503 $0.00 $0.00
Disclosure

SEC source: 0000907471-19-000136 · wf-form4_157117341418779.xml · nonDerivative · entry 1

Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 197,671

F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
October 11, 2019 Filed Oct 15, 2019 21:02 UTC
Hanson Bradley CDirector · President & CEO
Tax withholdingCommon Stock 4,411 $0.00 $0.00
Disclosure

SEC source: 0000907471-19-000134 · wf-form4_157117331277007.xml · nonDerivative · entry 1

Hanson Bradley C · CIK 0001342375 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Bradley C. Hanson Living Trust

Disclosed balance after: 355,729

F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
October 11, 2019 Filed Oct 15, 2019 21:00 UTC
Theisen Sonja AnneSVP, Chief Accounting Officer
Tax withholdingCommon Stock 78 $0.00 $0.00
Disclosure

SEC source: 0000907471-19-000132 · wf-form4_157117319139985.xml · nonDerivative · entry 1

Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,684

F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
October 01, 2019 Filed Oct 3, 2019 21:23 UTC
Herrick Glen WilliamEVP, CFO & Secretary
Tax withholdingCommon Stock 8,854 $0.00 $0.00
Disclosure

SEC source: 0000907471-19-000128 · wf-form4_157013780537513.xml · nonDerivative · entry 1

Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 199,174

F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
October 01, 2019 Filed Oct 3, 2019 21:25 UTC
Hanson Bradley CDirector · President & CEO
Tax withholdingCommon Stock 14,758 $0.00 $0.00
Disclosure

SEC source: 0000907471-19-000130 · wf-form4_157013790715426.xml · nonDerivative · entry 1

Hanson Bradley C · CIK 0001342375 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Bradley C. Hanson Living Trust

Disclosed balance after: 360,140

F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
September 25, 2019 Filed Sep 27, 2019 20:59 UTC
Schneekloth ShellyEVP and Head of Tech & Ops
Tax withholdingCommon Stock 439 $33.40 $14,662.60
Disclosure

SEC source: 0000907471-19-000124 · wf-form4_156961797699820.xml · nonDerivative · entry 1

Schneekloth Shelly · CIK 0001722411 · EVP and Head of Tech & Ops

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,743

F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
September 25, 2019 Filed Sep 27, 2019 21:01 UTC
Thornsberry ShereeEVP, Head of Payments
Tax withholdingCommon Stock 2,232 $33.40 $74,548.80
Disclosure

SEC source: 0000907471-19-000126 · wf-form4_156961805240600.xml · nonDerivative · entry 1

Thornsberry Sheree · CIK 0001717715 · EVP, Head of Payments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,858

F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Read SEC document
September 23, 2019 Filed Sep 25, 2019 20:46 UTC
Sharett Anthony M.EVP, Gen. Counsel & Corp. Sec.
GrantCommon Stock 8,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-024253 · doc4.xml · nonDerivative · entry 1

Sharett Anthony M. · CIK 0001789109 · EVP, Gen. Counsel & Corp. Sec.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,000

F1 · shares: All 8,000 shares are restricted stock granted to the reporting person, which shares of restricted stock are scheduled to vest in four equal installments on each of September 23, 2020, September 23, 2021, September 23, 2022 and September 23, 2023.

Read SEC document
August 21, 2019 Filed Aug 23, 2019 21:02 UTC
Hanson Bradley CDirector · President & CEO
Exercise / conversionStock Option (Right to Buy) · Derivative 22,221 $0.00 Strike: $7.67 $0.00
Disclosure

SEC source: 0000907471-19-000120 · wf-form4_156659413662137.xml · derivative · entry 5

Hanson Bradley C · CIK 0001342375 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 22,221 shares

Expires 2019-09-30

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 21, 2019 Filed Aug 23, 2019 21:02 UTC
Hanson Bradley CDirector · President & CEO
Disposition to issuerCommon Stock 12,050 $31.28 $376,924.00
Disclosure

SEC source: 0000907471-19-000120 · wf-form4_156659413662137.xml · nonDerivative · entry 3

Hanson Bradley C · CIK 0001342375 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Bradley C. Hanson Living Trust

Disclosed balance after: 374,898

F1 · shares: Reflect shares withheld by the Company to satisfy the purchase of options and tax withholding obligations in connection with exercise of non-qualified stock options.

Read SEC document
August 21, 2019 Filed Aug 23, 2019 21:02 UTC
Hanson Bradley CDirector · President & CEO
GrantCommon Stock 22,221 $7.67 $170,435.07
Disclosure

SEC source: 0000907471-19-000120 · wf-form4_156659413662137.xml · nonDerivative · entry 2

Hanson Bradley C · CIK 0001342375 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Bradley C. Hanson Living Trust

Disclosed balance after: 386,948

Read SEC document
August 12, 2019 Filed Aug 23, 2019 21:02 UTC
Hanson Bradley CDirector · President & CEO
GiftCommon Stock 8,000 $0.00 $0.00
Disclosure

SEC source: 0000907471-19-000120 · wf-form4_156659413662137.xml · nonDerivative · entry 1

Hanson Bradley C · CIK 0001342375 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Bradley C. Hanson Living Trust

Disclosed balance after: 364,727

Read SEC document
August 01, 2019 Filed Aug 5, 2019 20:33 UTC
Goik Michael KSee Remarks
Tax withholdingCommon Stock 9,262 $30.52 $282,676.24
Disclosure

SEC source: 0000907471-19-000110 · wf-form4_156503720002567.xml · nonDerivative · entry 1

Goik Michael K · CIK 0001744576 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 186,566

F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

F2 · balance_after: An increase of 13,872 shares (adjusted from 4,624 shares due to the Stock Split on 10/04/2018) occurred in the personally held shares of Mr. Goik due to the dissolution of the Crestmark Employee StockOwnership Plan (the "Crestmark ESOP") on 11/01/2018. The shares were transferred from the Crestmark ESOP to an IRA directly held by Mr. Goik.

Read SEC document
July 26, 2019 Filed Jul 29, 2019 21:19 UTC SaleCommon Stock 4,977 $27.88 $138,758.76
Disclosure

SEC source: 0000907471-19-000106 · wf-form4_156443514883861.xml · nonDerivative · entry 1

Tull William David · CIK 0001745694 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · GT Trust

Disclosed balance after: 10,000

F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.68 to $28.07, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
July 25, 2019 Filed Jul 25, 2019 21:16 UTC SaleCommon Stock 4,978 $27.55 $137,143.90
Disclosure

SEC source: 0000907471-19-000104 · wf-form4_156408939524124.xml · nonDerivative · entry 2

Tull William David · CIK 0001745694 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · GT Trust

Disclosed balance after: 14,977

F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.36 to $27.75, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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July 24, 2019 Filed Jul 25, 2019 21:16 UTC SaleCommon Stock 4,978 $27.07 $134,754.46
Disclosure

SEC source: 0000907471-19-000104 · wf-form4_156408939524124.xml · nonDerivative · entry 1

Tull William David · CIK 0001745694 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · GT Trust

Disclosed balance after: 19,955

F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.66 to $27.46, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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July 23, 2019 Filed Jul 23, 2019 21:22 UTC SaleCommon Stock 4,978 $26.56 $132,215.68
Disclosure

SEC source: 0000907471-19-000102 · wf-form4_156391695558399.xml · nonDerivative · entry 3

Tull William David · CIK 0001745694 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · GT Trust

Disclosed balance after: 24,933

F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.36 to $26.71, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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July 22, 2019 Filed Jul 23, 2019 21:22 UTC SaleCommon Stock 4,978 $26.43 $131,568.54
Disclosure

SEC source: 0000907471-19-000102 · wf-form4_156391695558399.xml · nonDerivative · entry 2

Tull William David · CIK 0001745694 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · GT Trust

Disclosed balance after: 29,911

F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.31 to $26.69, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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July 19, 2019 Filed Jul 23, 2019 21:22 UTC SaleCommon Stock 7,400 $26.82 $198,468.00
Disclosure

SEC source: 0000907471-19-000102 · wf-form4_156391695558399.xml · nonDerivative · entry 1

Tull William David · CIK 0001745694 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · RT Trust

Disclosed balance after: 373,480

F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.66 to $26.98, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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July 18, 2019 Filed Jul 18, 2019 21:22 UTC SaleCommon Stock 7,400 $26.65 $197,210.00
Disclosure

SEC source: 0000907471-19-000100 · wf-form4_156348490641751.xml · nonDerivative · entry 3

Tull William David · CIK 0001745694 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · RT Trust

Disclosed balance after: 380,880

F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.47 to $26.91, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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July 17, 2019 Filed Jul 18, 2019 21:22 UTC SaleCommon Stock 7,400 $26.76 $198,024.00
Disclosure

SEC source: 0000907471-19-000100 · wf-form4_156348490641751.xml · nonDerivative · entry 2

Tull William David · CIK 0001745694 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · RT Trust

Disclosed balance after: 388,280

F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.46 to $26.93, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.