Tapewire

Nasdaq · USD

CASH

PATHWARD FINANCIAL, INC.

Export transactions ↓
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

JSON API
Reset

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
November 29, 2023 Filed Dec 1, 2023 21:08 UTC
Herrick Glen WilliamEVP, Exec. Adv
SaleCommon Stock 165 $50.50 $8,332.50
Disclosure

SEC source: 0000907471-23-000142 · wk-form4_1701464903.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 104,999

Read SEC document
November 21, 2023 Filed Nov 24, 2023 22:06 UTC SaleCommon Stock 11 $50.50 $555.50
Disclosure

SEC source: 0001062993-23-021443 · form4.xml · nonDerivative · entry 1

Herrick Glen William · CIK 0001587724 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 105,164

F1 · ownership.direct: The sale transaction reported in this Form 4 was made pursuant to a Rule 10b5-1 trading plan adopted on May 16, 2023.

Read SEC document
November 17, 2023 Filed Nov 21, 2023 21:52 UTC SaleCommon Stock 5,970 $50.50 $301,485.00
Disclosure

SEC source: 0000907471-23-000140 · wk-form4_1700603540.xml · nonDerivative · entry 1

Herrick Glen William · CIK 0001587724 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,175

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 $50.50 to $50.53, 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
November 07, 2023 Filed Nov 20, 2023 22:15 UTC Tax withholdingCommon Stock 1,042 $47.85 $49,859.70
Disclosure

SEC source: 0000907471-23-000134 · wk-form4_1700518497.xml · nonDerivative · entry 6

Herrick Glen William · CIK 0001587724 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,145

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

Read SEC document
November 07, 2023 Filed Nov 20, 2023 22:15 UTC Tax withholdingCommon Stock 5,820 $47.85 $278,487.00
Disclosure

SEC source: 0000907471-23-000134 · wk-form4_1700518497.xml · nonDerivative · entry 5

Herrick Glen William · CIK 0001587724 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,187

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

Read SEC document
November 07, 2023 Filed Nov 20, 2023 22:15 UTC Tax withholdingCommon Stock 3,126 $47.85 $149,579.10
Disclosure

SEC source: 0000907471-23-000134 · wk-form4_1700518497.xml · nonDerivative · entry 4

Herrick Glen William · CIK 0001587724 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 118,007

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

Read SEC document
November 07, 2023 Filed Nov 20, 2023 22:15 UTC GrantCommon Stock 2,648 $0.00 $0.00
Disclosure

SEC source: 0000907471-23-000134 · wk-form4_1700518497.xml · nonDerivative · entry 3

Herrick Glen William · CIK 0001587724 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 121,133

F1 · shares: Represents common stock received upon the vesting on November 7, 2023, of performance share units ("PSUs") granted on November 2, 2020. Each PSU converted into one share of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning October 1, 2020 and ending September 30, 2023, as determined by the Compensation Committee.

Read SEC document
November 07, 2023 Filed Nov 20, 2023 22:15 UTC GrantCommon Stock 14,788 $0.00 $0.00
Disclosure

SEC source: 0000907471-23-000134 · wk-form4_1700518497.xml · nonDerivative · entry 2

Herrick Glen William · CIK 0001587724 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 118,485

F1 · shares: Represents common stock received upon the vesting on November 7, 2023, of performance share units ("PSUs") granted on November 2, 2020. Each PSU converted into one share of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning October 1, 2020 and ending September 30, 2023, as determined by the Compensation Committee.

Read SEC document
November 07, 2023 Filed Nov 20, 2023 22:15 UTC GrantCommon Stock 7,944 $0.00 $0.00
Disclosure

SEC source: 0000907471-23-000134 · wk-form4_1700518497.xml · nonDerivative · entry 1

Herrick Glen William · CIK 0001587724 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,697

F1 · shares: Represents common stock received upon the vesting on November 7, 2023, of performance share units ("PSUs") granted on November 2, 2020. Each PSU converted into one share of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning October 1, 2020 and ending September 30, 2023, as determined by the Compensation Committee.

Read SEC document
October 16, 2023 Filed Oct 18, 2023 21:17 UTC
Dombrowski NadiaChief Legal and Admin Officer
Tax withholdingCommon Stock 541 $47.55 $25,724.55
Disclosure

SEC source: 0000907471-23-000122 · wk-form4_1697663827.xml · nonDerivative · entry 2

Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,647

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, 2023 Filed Oct 18, 2023 21:17 UTC
Dombrowski NadiaChief Legal and Admin Officer
Tax withholdingCommon Stock 455 $47.55 $21,635.25
Disclosure

SEC source: 0000907471-23-000122 · wk-form4_1697663827.xml · nonDerivative · entry 1

Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,188

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, 2023 Filed Oct 18, 2023 21:14 UTC
Warren Jennifer W.SVP, Chief Accounting Officer
Tax withholdingCommon Stock 178 $47.55 $8,463.90
Disclosure

SEC source: 0000907471-23-000120 · wk-form4_1697663683.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,374

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, 2023 Filed Oct 18, 2023 21:14 UTC
Warren Jennifer W.SVP, Chief Accounting Officer
Tax withholdingCommon Stock 112 $47.55 $5,325.60
Disclosure

SEC source: 0000907471-23-000120 · wk-form4_1697663683.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,552

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, 2023 Filed Oct 18, 2023 21:13 UTC Tax withholdingCommon Stock 1,464 $47.55 $69,613.20
Disclosure

SEC source: 0000907471-23-000118 · wk-form4_1697663600.xml · nonDerivative · entry 1

Herrick Glen William · CIK 0001587724 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,753

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, 2023 Filed Oct 18, 2023 21:09 UTC
Ingram Charles C.EVP, Chief Information Officer
Tax withholdingCommon Stock 483 $47.55 $22,966.65
Disclosure

SEC source: 0000907471-23-000116 · wk-form4_1697663363.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,733

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, 2023 Filed Oct 18, 2023 21:09 UTC
Ingram Charles C.EVP, Chief Information Officer
Tax withholdingCommon Stock 478 $47.55 $22,728.90
Disclosure

SEC source: 0000907471-23-000116 · wk-form4_1697663363.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,216

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, 2023 Filed Oct 18, 2023 21:09 UTC
Ingram Charles C.EVP, Chief Information Officer
Tax withholdingCommon Stock 761 $47.55 $36,185.55
Disclosure

SEC source: 0000907471-23-000116 · wk-form4_1697663363.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,694

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, 2023 Filed Oct 18, 2023 21:09 UTC
Ingram Charles C.EVP, Chief Information Officer
Tax withholdingCommon Stock 1,034 $47.55 $49,166.70
Disclosure

SEC source: 0000907471-23-000116 · wk-form4_1697663363.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,455

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, 2023 Filed Oct 18, 2023 21:06 UTC Tax withholdingCommon Stock 1,454 $47.55 $69,137.70
Disclosure

SEC source: 0000907471-23-000113 · wk-form4_1697663153.xml · nonDerivative · entry 3

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,963

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, 2023 Filed Oct 18, 2023 21:06 UTC Tax withholdingCommon Stock 873 $47.55 $41,511.15
Disclosure

SEC source: 0000907471-23-000113 · wk-form4_1697663153.xml · nonDerivative · entry 2

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,417

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, 2023 Filed Oct 18, 2023 21:06 UTC Tax withholdingCommon Stock 414 $47.55 $19,685.70
Disclosure

SEC source: 0000907471-23-000113 · wk-form4_1697663153.xml · nonDerivative · entry 1

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,290

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, 2023 Filed Oct 18, 2023 21:01 UTC
Pharr Brett L.Director · Chief Executive Officer
Tax withholdingCommon Stock 3,493 $47.55 $166,092.15
Disclosure

SEC source: 0000907471-23-000111 · wk-form4_1697662894.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,044

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, 2023 Filed Oct 18, 2023 21:01 UTC
Pharr Brett L.Director · Chief Executive Officer
Tax withholdingCommon Stock 2,116 $47.55 $100,615.80
Disclosure

SEC source: 0000907471-23-000111 · wk-form4_1697662894.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,537

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, 2023 Filed Oct 3, 2023 20:39 UTC Tax withholdingCommon Stock 10,472 $46.09 $482,654.48
Disclosure

SEC source: 0000907471-23-000109 · wk-form4_1696365545.xml · nonDerivative · entry 3

Herrick Glen William · CIK 0001587724 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,217

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, 2023 Filed Oct 3, 2023 20:39 UTC Tax withholdingCommon Stock 679 $46.09 $31,295.11
Disclosure

SEC source: 0000907471-23-000109 · wk-form4_1696365545.xml · nonDerivative · entry 2

Herrick Glen William · CIK 0001587724 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107,689

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, 2023 Filed Oct 3, 2023 20:39 UTC Tax withholdingCommon Stock 954 $46.09 $43,969.86
Disclosure

SEC source: 0000907471-23-000109 · wk-form4_1696365545.xml · nonDerivative · entry 1

Herrick Glen William · CIK 0001587724 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,368

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, 2023 Filed Oct 3, 2023 20:37 UTC
Dombrowski NadiaChief Legal and Admin Officer
Tax withholdingCommon Stock 225 $46.09 $10,370.25
Disclosure

SEC source: 0000907471-23-000107 · wk-form4_1696365466.xml · nonDerivative · entry 1

Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,643

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, 2023 Filed Oct 3, 2023 20:36 UTC
Ingram Charles C.EVP, Chief Information Officer
Tax withholdingCommon Stock 287 $46.09 $13,227.83
Disclosure

SEC source: 0000907471-23-000105 · wk-form4_1696365353.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,489

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, 2023 Filed Oct 3, 2023 20:34 UTC
Pharr Brett L.Director · Chief Executive Officer
Tax withholdingCommon Stock 1,845 $46.09 $85,036.05
Disclosure

SEC source: 0000907471-23-000103 · wk-form4_1696365238.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,653

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, 2023 Filed Oct 3, 2023 20:33 UTC Tax withholdingCommon Stock 955 $46.09 $44,015.95
Disclosure

SEC source: 0000907471-23-000101 · wk-form4_1696365162.xml · nonDerivative · entry 1

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,704

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, 2023 Filed Sep 26, 2023 20:24 UTC Tax withholdingCommon Stock 827 $45.91 $37,967.57
Disclosure

SEC source: 0000907471-23-000099 · wk-form4_1695759878.xml · nonDerivative · entry 1

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,659

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
May 01, 2023 Filed May 2, 2023 20:07 UTC
Warren Jennifer W.SVP, Chief Accounting Officer
OtherCommon Stock 350 $0.00 $0.00
Disclosure

SEC source: 0000907471-23-000062 · wk-form4_1683058055.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,664

Read SEC document
March 22, 2023 Filed Dec 18, 2023 22:11 UTC GiftCommon Stock 2,800 $0.00 $0.00
Disclosure

SEC source: 0000907471-23-000148 · wk-form4_1702937475.xml · nonDerivative · entry 2

Stork Kendall E · CIK 0001674559 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · KS Trust

Disclosed balance after: 13,913

F1 · shares: The transaction involved a gift of shares from the reporting person to the Kendall Stork Revocable Living Trust (the "KS Trust"). The reporting person serves as co-trustee of the KS Trust.

Read SEC document
March 22, 2023 Filed Dec 18, 2023 22:11 UTC GiftCommon Stock 2,800 $0.00 $0.00
Disclosure

SEC source: 0000907471-23-000148 · wk-form4_1702937475.xml · nonDerivative · entry 1

Stork Kendall E · CIK 0001674559 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · shares: The transaction involved a gift of shares from the reporting person to the Kendall Stork Revocable Living Trust (the "KS Trust"). The reporting person serves as co-trustee of the KS Trust.

Read SEC document
March 16, 2023 Filed Mar 16, 2023 20:20 UTC PurchaseCommon Stock 500 $45.94 $22,970.00
Disclosure

SEC source: 0000907471-23-000055 · wf-form4_167899800315161.xml · nonDerivative · entry 1

Hoople Elizabeth G. · CIK 0001622395 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,000

Read SEC document
March 16, 2023 Filed Mar 16, 2023 16:40 UTC
Ingram Charles C.EVP, Chief Information Officer
PurchaseCommon Stock 200 $42.62 $8,524.00
Disclosure

SEC source: 0000907471-23-000053 · wf-form4_167898481876938.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,776

Read SEC document
March 16, 2023 Filed Mar 16, 2023 16:16 UTC
Dombrowski NadiaChief Legal and Admin Officer
PurchaseCommon Stock 200 $42.57 $8,514.00
Disclosure

SEC source: 0000907471-23-000051 · wf-form4_167898340261935.xml · nonDerivative · entry 1

Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,868

Read SEC document
March 16, 2023 Filed Mar 16, 2023 15:22 UTC
Theisen Sonja AnneEVP, and Dep. CFO
PurchaseCommon Stock 350 $42.65 $14,927.50
Disclosure

SEC source: 0000907471-23-000049 · wf-form4_167898014447773.xml · nonDerivative · entry 1

Theisen Sonja Anne · CIK 0001650289 · EVP, and Dep. CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,623

Read SEC document
March 16, 2023 Filed Mar 16, 2023 14:32 UTC PurchaseCommon Stock 634 $43.92 $27,845.28
Disclosure

SEC source: 0000907471-23-000047 · wf-form4_167897715460748.xml · nonDerivative · entry 2

Herrick Glen William · CIK 0001587724 · EVP, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 109,322

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $43.57 to $43.92, 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 purchased at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
March 16, 2023 Filed Mar 16, 2023 14:32 UTC PurchaseCommon Stock 366 $42.68 $15,620.88
Disclosure

SEC source: 0000907471-23-000047 · wf-form4_167897715460748.xml · nonDerivative · entry 1

Herrick Glen William · CIK 0001587724 · EVP, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108,688

Read SEC document
March 16, 2023 Filed Mar 17, 2023 15:57 UTC PurchaseCommon Stock 300 $45.35 $13,605.00
Disclosure

SEC source: 0000907471-23-000057 · wf-form4_167906863735904.xml · nonDerivative · entry 1

Perretta Christopher · CIK 0001570744 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,250

Read SEC document
March 10, 2023 Filed Mar 15, 2023 20:59 UTC SaleCommon Stock 3,350 $46.61 $156,143.50
Disclosure

SEC source: 0000907471-23-000045 · wf-form4_167891393113990.xml · nonDerivative · entry 1

Moore Frederick V · CIK 0001351112 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,110

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.54 to $46.68, 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
February 28, 2023 Filed Mar 1, 2023 22:16 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-005364 · form4.xml · nonDerivative · entry 1

Perretta Christopher · CIK 0001570744 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,950

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

Read SEC document
February 28, 2023 Filed Mar 1, 2023 21:38 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-23-000041 · wf-form4_167770670152874.xml · nonDerivative · entry 1

SHULMAN BECKY S · CIK 0001207365 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,549

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

Read SEC document
February 28, 2023 Filed Mar 1, 2023 21:35 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-23-000039 · wf-form4_167770652332949.xml · nonDerivative · entry 1

MCCRAY RONALD D · CIK 0001239575 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,644

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

Read SEC document
February 28, 2023 Filed Mar 1, 2023 21:32 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-23-000037 · wf-form4_167770635347254.xml · nonDerivative · entry 1

Zlatkus Lizabeth H · CIK 0001403480 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,450

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

Read SEC document
February 28, 2023 Filed Mar 1, 2023 21:30 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-23-000035 · wf-form4_167770621885741.xml · nonDerivative · entry 1

Hajek Douglas J. · CIK 0001591501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,031

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

Read SEC document
February 28, 2023 Filed Mar 1, 2023 21:19 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-23-000032 · wf-form4_167770555685333.xml · nonDerivative · entry 1

Moore Frederick V · CIK 0001351112 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,460

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

Read SEC document
February 28, 2023 Filed Mar 1, 2023 21:15 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-23-000030 · wf-form4_167770529689628.xml · nonDerivative · entry 1

Hoople Elizabeth G. · CIK 0001622395 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,500

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

Read SEC document
February 28, 2023 Filed Mar 1, 2023 21:09 UTC GrantCommon Stock 2,950 $0.00 $0.00
Disclosure

SEC source: 0000907471-23-000027 · wf-form4_167770493325189.xml · nonDerivative · entry 1

Stork Kendall E · CIK 0001674559 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,750

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

Read SEC document

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