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PATHWARD FINANCIAL, INC.

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Tapewire entity
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

Insider transactions

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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
October 16, 2024 Filed Oct 18, 2024 20:15 UTC
Dombrowski NadiaChief Legal and Admin Officer
Tax withholdingCommon Stock 366 $74.32 $27,201.12
Disclosure

SEC source: 0000907471-24-000116 · wk-form4_1729282512.xml · nonDerivative · entry 2

Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,379

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, 2024 Filed Oct 18, 2024 20:15 UTC
Dombrowski NadiaChief Legal and Admin Officer
Tax withholdingCommon Stock 308 $74.32 $22,890.56
Disclosure

SEC source: 0000907471-24-000116 · wk-form4_1729282512.xml · nonDerivative · entry 1

Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,745

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, 2024 Filed Oct 18, 2024 20:14 UTC
Ingram Charles C.EVP, Chief Information Officer
Tax withholdingCommon Stock 295 $74.32 $21,924.40
Disclosure

SEC source: 0000907471-24-000114 · wk-form4_1729282458.xml · nonDerivative · entry 4

Ingram Charles C. · CIK 0001807758 · EVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,231

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, 2024 Filed Oct 18, 2024 20:14 UTC
Ingram Charles C.EVP, Chief Information Officer
Tax withholdingCommon Stock 308 $74.32 $22,890.56
Disclosure

SEC source: 0000907471-24-000114 · wk-form4_1729282458.xml · nonDerivative · entry 3

Ingram Charles C. · CIK 0001807758 · EVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,526

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, 2024 Filed Oct 18, 2024 20:14 UTC
Ingram Charles C.EVP, Chief Information Officer
Tax withholdingCommon Stock 305 $74.32 $22,667.60
Disclosure

SEC source: 0000907471-24-000114 · wk-form4_1729282458.xml · nonDerivative · entry 2

Ingram Charles C. · CIK 0001807758 · EVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,834

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, 2024 Filed Oct 18, 2024 20:14 UTC
Ingram Charles C.EVP, Chief Information Officer
Tax withholdingCommon Stock 659 $74.32 $48,976.88
Disclosure

SEC source: 0000907471-24-000114 · wk-form4_1729282458.xml · nonDerivative · entry 1

Ingram Charles C. · CIK 0001807758 · EVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,139

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, 2024 Filed Oct 18, 2024 20:13 UTC Tax withholdingCommon Stock 757 $74.32 $56,260.24
Disclosure

SEC source: 0000907471-24-000112 · wk-form4_1729282398.xml · nonDerivative · entry 3

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,143

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, 2024 Filed Oct 18, 2024 20:13 UTC Tax withholdingCommon Stock 927 $74.32 $68,894.64
Disclosure

SEC source: 0000907471-24-000112 · wk-form4_1729282398.xml · nonDerivative · entry 2

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,900

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, 2024 Filed Oct 18, 2024 20:13 UTC Tax withholdingCommon Stock 264 $74.32 $19,620.48
Disclosure

SEC source: 0000907471-24-000112 · wk-form4_1729282398.xml · nonDerivative · entry 1

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,827

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, 2024 Filed Oct 18, 2024 20:11 UTC
Pharr Brett L.Director · Chief Executive Officer
Tax withholdingCommon Stock 2,855 $74.32 $212,183.60
Disclosure

SEC source: 0000907471-24-000109 · wk-form4_1729282284.xml · nonDerivative · entry 2

Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,048

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, 2024 Filed Oct 18, 2024 20:11 UTC
Pharr Brett L.Director · Chief Executive Officer
Tax withholdingCommon Stock 2,990 $74.32 $222,216.80
Disclosure

SEC source: 0000907471-24-000109 · wk-form4_1729282284.xml · nonDerivative · entry 1

Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,903

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 30, 2024 Filed Oct 1, 2024 20:21 UTC Tax withholdingCommon Stock 955 $66.01 $63,039.55
Disclosure

SEC source: 0000907471-24-000107 · wk-form4_1727814074.xml · nonDerivative · entry 1

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,091

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 30, 2024 Filed Oct 1, 2024 20:19 UTC
Ingram Charles C.EVP, Chief Information Officer
Tax withholdingCommon Stock 287 $66.01 $18,944.87
Disclosure

SEC source: 0000907471-24-000105 · wk-form4_1727813990.xml · nonDerivative · entry 1

Ingram Charles C. · CIK 0001807758 · EVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,798

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 30, 2024 Filed Oct 1, 2024 20:09 UTC
Pharr Brett L.Director · Chief Executive Officer
Tax withholdingCommon Stock 1,142 $66.01 $75,383.42
Disclosure

SEC source: 0000907471-24-000101 · wk-form4_1727813380.xml · nonDerivative · entry 1

Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,893

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 30, 2024 Filed Oct 1, 2024 20:18 UTC
Dombrowski NadiaChief Legal and Admin Officer
Tax withholdingCommon Stock 225 $66.01 $14,852.25
Disclosure

SEC source: 0000907471-24-000103 · wk-form4_1727813906.xml · nonDerivative · entry 1

Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,053

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 13, 2024 Filed Sep 16, 2024 20:41 UTC SaleCommon Stock 3,100 $66.40 $205,840.00
Disclosure

SEC source: 0000907471-24-000097 · wk-form4_1726519288.xml · nonDerivative · entry 1

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,046

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.89 to $66.69, inclusive. The reporting person undertakes to provide to Pathward Financial, Inc., any security holder of Pathward Financial, 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
September 12, 2024 Filed Sep 16, 2024 20:37 UTC SaleCommon Stock 2,000 $64.91 $129,820.00
Disclosure

SEC source: 0000907471-24-000095 · wk-form4_1726519064.xml · nonDerivative · entry 1

Hajek Douglas J. · CIK 0001591501 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,531

Read SEC document
September 11, 2024 Filed Sep 12, 2024 20:37 UTC
Pharr Brett L.Director · Chief Executive Officer
GiftCommon Stock 8,000 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000093 · wk-form4_1726173470.xml · nonDerivative · entry 1

Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,035

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

Read SEC document
May 07, 2024 Filed May 8, 2024 21:05 UTC GiftCommon Stock 60 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000073 · wk-form4_1715202327.xml · nonDerivative · entry 2

Stork Kendall E · CIK 0001674559 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · KS Trust

Disclosed balance after: 11,153

F2 · price: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration.

Read SEC document
May 06, 2024 Filed May 8, 2024 21:05 UTC SaleCommon Stock 2,000 $53.53 $107,060.00
Disclosure

SEC source: 0000907471-24-000073 · wk-form4_1715202327.xml · nonDerivative · entry 1

Stork Kendall E · CIK 0001674559 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · KS Trust

Disclosed balance after: 11,213

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.47 to $53.61, inclusive. The reporting person undertakes to provide to Pathward Financial, Inc., any security holder of Pathward Financial, 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
March 15, 2024 Filed Mar 18, 2024 21:38 UTC SaleCommon Stock 1,000 $47.50 $47,500.00
Disclosure

SEC source: 0000907471-24-000066 · wk-form4_1710797863.xml · nonDerivative · entry 1

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,146

Read SEC document
March 01, 2024 Filed Mar 5, 2024 22:16 UTC
Warren Jennifer W.SVP, Chief Accounting Officer
Tax withholdingCommon Stock 187 $50.15 $9,378.05
Disclosure

SEC source: 0000907471-24-000064 · wk-form4_1709676961.xml · nonDerivative · entry 2

Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,896

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
March 01, 2024 Filed Mar 5, 2024 22:16 UTC
Warren Jennifer W.SVP, Chief Accounting Officer
GrantCommon Stock 1,887 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000064 · wk-form4_1709676961.xml · nonDerivative · entry 1

Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,083

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 22:14 UTC
Ingram Charles C.EVP, Chief Information Officer
GrantCommon Stock 3,352 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000062 · wk-form4_1709676857.xml · nonDerivative · entry 1

Ingram Charles C. · CIK 0001807758 · EVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,085

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 22:13 UTC
Dombrowski NadiaChief Legal and Admin Officer
GrantCommon Stock 3,631 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000060 · wk-form4_1709676782.xml · nonDerivative · entry 1

Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,278

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 22:08 UTC
Pharr Brett L.Director · Chief Executive Officer
GrantCommon Stock 25,414 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000054 · wk-form4_1709676465.xml · nonDerivative · entry 1

Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,035

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 22:11 UTC
Sigrist GregChief Financial Officer
GrantCommon Stock 13,139 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000058 · wk-form4_1709676690.xml · nonDerivative · entry 1

Sigrist Greg · CIK 0001740361 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,139

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 22:09 UTC GrantCommon Stock 8,618 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000056 · wk-form4_1709676562.xml · nonDerivative · entry 1

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,146

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 22:06 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000052 · wk-form4_1709676353.xml · nonDerivative · entry 1

Stork Kendall E · CIK 0001674559 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,900

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 22:04 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000050 · wk-form4_1709676260.xml · nonDerivative · entry 1

Perretta Christopher · CIK 0001570744 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,200

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 22:03 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000048 · wk-form4_1709676179.xml · nonDerivative · entry 1

Zlatkus Lizabeth H · CIK 0001403480 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,400

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:58 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000046 · wk-form4_1709675863.xml · nonDerivative · entry 1

MCCRAY RONALD D · CIK 0001239575 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,594

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:54 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000044 · wk-form4_1709675665.xml · nonDerivative · entry 1

Hajek Douglas J. · CIK 0001591501 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,531

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:43 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000042 · wk-form4_1709674969.xml · nonDerivative · entry 1

SHULMAN BECKY S · CIK 0001207365 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,499

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:36 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000040 · wk-form4_1709674550.xml · nonDerivative · entry 1

Hoople Elizabeth G. · CIK 0001622395 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,950

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 21:29 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000038 · wk-form4_1709242095.xml · nonDerivative · entry 1

Perretta Christopher · CIK 0001570744 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,250

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

F2 · balance_after: Includes 300 shares previously reported as acquired on the reporting person's Form 4 filed on March 16, 2023, but which were inadvertently omitted from the reporting person's total in column 5 of Table I on the reporting person's Form 4/A filed on June 1, 2023.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 21:26 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000036 · wk-form4_1709241965.xml · nonDerivative · entry 1

MCCRAY RONALD D · CIK 0001239575 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,644

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 21:25 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000034 · wk-form4_1709241899.xml · nonDerivative · entry 1

SHULMAN BECKY S · CIK 0001207365 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,549

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 21:23 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000032 · wk-form4_1709241813.xml · nonDerivative · entry 1

Zlatkus Lizabeth H · CIK 0001403480 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,450

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 21:22 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000030 · wk-form4_1709241731.xml · nonDerivative · entry 1

Hoople Elizabeth G. · CIK 0001622395 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,000

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

F2 · balance_after: Includes 500 shares previously reported as acquired on the reporting person's Form 4 filed on March 16, 2023, but which were inadvertently omitted from the reporting person's total in column 5 of Table I on the reporting person's Form 4/A filed on June 1, 2023.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 21:21 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000028 · wk-form4_1709241648.xml · nonDerivative · entry 1

Stork Kendall E · CIK 0001674559 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,950

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 21:19 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-24-000026 · wk-form4_1709241571.xml · nonDerivative · entry 1

Hajek Douglas J. · CIK 0001591501 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,581

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 21:11 UTC
Mehta NeerajDirector
GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-004919 · form4.xml · nonDerivative · entry 1

Mehta Neeraj · CIK 0001727507 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,950

F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan.

Read SEC document
February 25, 2024 Filed Feb 28, 2024 22:05 UTC
Pharr Brett L.Director · Chief Executive Officer
Tax withholdingCommon Stock 1,028 $51.10 $52,530.80
Disclosure

SEC source: 0000907471-24-000022 · wk-form4_1709157926.xml · nonDerivative · entry 1

Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,621

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
February 01, 2024 Filed Feb 5, 2024 21:12 UTC
Warren Jennifer W.SVP, Chief Accounting Officer
Tax withholdingCommon Stock 178 $50.45 $8,980.10
Disclosure

SEC source: 0000907471-24-000005 · wk-form4_1707167524.xml · nonDerivative · entry 1

Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,196

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
December 26, 2023 Filed Dec 28, 2023 21:16 UTC GiftCommon Stock 435 $0.00 $0.00
Disclosure

SEC source: 0000907471-23-000150 · wk-form4_1703798168.xml · nonDerivative · entry 1

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,528

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

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:11 UTC GiftCommon Stock 700 $0.00 $0.00
Disclosure

SEC source: 0000907471-23-000148 · wk-form4_1702937475.xml · nonDerivative · entry 3

Stork Kendall E · CIK 0001674559 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · KS Trust

Disclosed balance after: 13,213

Read SEC document
December 06, 2023 Filed Dec 7, 2023 21:08 UTC
Pharr Brett L.Director · Chief Executive Officer
GiftCommon Stock 10,395 $0.00 $0.00
Disclosure

SEC source: 0000907471-23-000146 · wk-form4_1701983304.xml · nonDerivative · entry 1

Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,649

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

Read SEC document
December 01, 2023 Filed Dec 1, 2023 21:08 UTC
Herrick Glen WilliamEVP, Exec. Adv
SaleCommon Stock 13,854 $50.50 $699,627.00
Disclosure

SEC source: 0000907471-23-000142 · wk-form4_1701464903.xml · nonDerivative · entry 2

Herrick Glen William · CIK 0001587724 · EVP, Exec. Adv

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 91,145

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.50 to $50.51, inclusive. The reporting person undertakes to provide to Pathward Financial, Inc., any security holder of Pathward Financial, 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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November 30, 2023 Filed Dec 1, 2023 21:11 UTC GiftCommon Stock 450 $0.00 $0.00
Disclosure

SEC source: 0000907471-23-000144 · wk-form4_1701465070.xml · nonDerivative · entry 1

Hajek Douglas J. · CIK 0001591501 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,631

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

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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.