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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

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
February 25, 2023 Filed Feb 27, 2023 21:17 UTC
Pharr Brett L.Director · Chief Executive Officer
Tax withholdingCommon Stock 1,621 $51.07 $82,784.47
Disclosure

SEC source: 0000907471-23-000023 · wf-form4_167753263410815.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,498

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 03, 2023 Filed Feb 3, 2023 21:37 UTC SaleCommon Stock 3,000 $51.51 $154,530.00
Disclosure

SEC source: 0000907471-23-000015 · wf-form4_167546020352705.xml · nonDerivative · entry 1

Hajek Douglas J. · CIK 0001591501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,081

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

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February 02, 2023 Filed Feb 3, 2023 21:34 UTC
Pharr Brett L.Director · Chief Executive Officer
SaleCommon Stock 10,000 $51.67 $516,700.00
Disclosure

SEC source: 0000907471-23-000013 · wf-form4_167546007834366.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,119

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 $51.24 to $52.01, 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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February 01, 2023 Filed Feb 3, 2023 21:32 UTC
Warren Jennifer W.SVP, Chief Accounting Officer
Tax withholdingCommon Stock 178 $50.88 $9,056.64
Disclosure

SEC source: 0000907471-23-000011 · wf-form4_167545992066963.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,314

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, 2023 Filed Feb 3, 2023 21:29 UTC
Theisen Sonja AnneEVP, and Dep. CEO
Tax withholdingCommon Stock 536 $50.88 $27,271.68
Disclosure

SEC source: 0000907471-23-000009 · wf-form4_167545976386663.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,273

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, 2023 Filed Feb 3, 2023 21:24 UTC SaleCommon Stock 5,000 $50.34 $251,700.00
Disclosure

SEC source: 0000907471-23-000007 · wf-form4_167545943889053.xml · nonDerivative · entry 2

Kramer Michael Robert · CIK 0001744580 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · ZK Trust

Disclosed balance after: 17,725

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.25 to $50.50, 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 01, 2023 Filed Feb 3, 2023 21:24 UTC SaleCommon Stock 5,000 $50.35 $251,750.00
Disclosure

SEC source: 0000907471-23-000007 · wf-form4_167545943889053.xml · nonDerivative · entry 1

Kramer Michael Robert · CIK 0001744580 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · MRK Trust

Disclosed balance after: 4,850

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.25 to $50.45, 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
January 17, 2023 Filed Jan 18, 2023 22:02 UTC SaleCommon Stock 2,500 $46.60 $116,500.00
Disclosure

SEC source: 0000907471-23-000002 · wf-form4_167407930974737.xml · nonDerivative · entry 1

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,486

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

Read SEC document
December 12, 2022 Filed Dec 15, 2022 22:44 UTC GiftCommon Stock 400 $0.00 $0.00
Disclosure

SEC source: 0000907471-22-000166 · wf-form4_167114423840384.xml · nonDerivative · entry 2

Stork Kendall E · CIK 0001674559 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · KS Trust

Disclosed balance after: 11,113

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December 12, 2022 Filed Dec 15, 2022 22:44 UTC GiftCommon Stock 600 $0.00 $0.00
Disclosure

SEC source: 0000907471-22-000166 · wf-form4_167114423840384.xml · nonDerivative · entry 1

Stork Kendall E · CIK 0001674559 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · KS Trust

Disclosed balance after: 11,513

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December 09, 2022 Filed Dec 14, 2022 22:30 UTC
Pharr Brett L.Director · Chief Executive Officer
GiftCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0000907471-22-000164 · wf-form4_167105699441774.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,119

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

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December 06, 2022 Filed Dec 9, 2022 21:21 UTC GiftCommon Stock 300 $0.00 $0.00
Disclosure

SEC source: 0000907471-22-000159 · wf-form4_167062084841379.xml · nonDerivative · entry 3

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,986

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

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December 06, 2022 Filed Dec 9, 2022 21:21 UTC GiftCommon Stock 175 $0.00 $0.00
Disclosure

SEC source: 0000907471-22-000159 · wf-form4_167062084841379.xml · nonDerivative · entry 2

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,286

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

Read SEC document
December 06, 2022 Filed Dec 9, 2022 21:21 UTC GiftCommon Stock 250 $0.00 $0.00
Disclosure

SEC source: 0000907471-22-000159 · wf-form4_167062084841379.xml · nonDerivative · entry 1

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,461

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

Read SEC document
November 02, 2022 Filed Nov 3, 2022 20:11 UTC SaleCommon Stock 600 $41.30 $24,780.00
Disclosure

SEC source: 0000907471-22-000139 · wf-form4_166750624636420.xml · nonDerivative · entry 1

Moore Frederick V · CIK 0001351112 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,510

Read SEC document
November 02, 2022 Filed Nov 4, 2022 20:41 UTC
Dombrowski NadiaChief Legal Officer
GrantCommon Stock 3,499 $0.00 $0.00
Disclosure

SEC source: 0000907471-22-000151 · wf-form4_166759448473825.xml · nonDerivative · entry 1

Dombrowski Nadia · CIK 0001904328 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,668

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

Read SEC document
November 02, 2022 Filed Nov 4, 2022 20:40 UTC
Theisen Sonja AnneEVP, GRC Officer
GrantCommon Stock 3,043 $0.00 $0.00
Disclosure

SEC source: 0000907471-22-000149 · wf-form4_166759439268732.xml · nonDerivative · entry 1

Theisen Sonja Anne · CIK 0001650289 · EVP, GRC Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,809

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

F2 · balance_after: Reflects an additional decrease of 20 shares to correct the overreporting of the reporting person's direct holdings by such amount reflected in the reporting person's previous filings with respect to the Company.

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November 02, 2022 Filed Nov 4, 2022 20:37 UTC
Ingram Charles C.EVP, Chief Information Officer
GrantCommon Stock 3,499 $0.00 $0.00
Disclosure

SEC source: 0000907471-22-000147 · wf-form4_166759423660318.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,576

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

Read SEC document
November 02, 2022 Filed Nov 4, 2022 20:35 UTC GrantCommon Stock 11,157 $0.00 $0.00
Disclosure

SEC source: 0000907471-22-000145 · wf-form4_166759413211454.xml · nonDerivative · entry 1

Herrick Glen William · CIK 0001587724 · EVP, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108,322

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

Read SEC document
November 02, 2022 Filed Nov 4, 2022 20:33 UTC GrantCommon Stock 10,548 $0.00 $0.00
Disclosure

SEC source: 0000907471-22-000143 · wf-form4_166759396831495.xml · nonDerivative · entry 1

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,711

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

Read SEC document
November 02, 2022 Filed Nov 4, 2022 20:29 UTC
Pharr Brett L.Director · Chief Executive Officer
GrantCommon Stock 26,623 $0.00 $0.00
Disclosure

SEC source: 0000907471-22-000141 · wf-form4_166759377662754.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,119

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

Read SEC document
October 16, 2022 Filed Oct 18, 2022 20:31 UTC
Warren Jennifer W.SVP, Chief Accounting Officer
Tax withholdingCommon Stock 112 $37.55 $4,205.60
Disclosure

SEC source: 0000907471-22-000134 · wf-form4_166612502707757.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,492

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, 2022 Filed Oct 18, 2022 20:31 UTC
Warren Jennifer W.SVP, Chief Accounting Officer
Tax withholdingCommon Stock 81 $37.55 $3,041.55
Disclosure

SEC source: 0000907471-22-000134 · wf-form4_166612502707757.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,604

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, 2022 Filed Oct 18, 2022 20:28 UTC
Theisen Sonja AnneEVP, GRC Officer
Tax withholdingCommon Stock 292 $37.55 $10,964.60
Disclosure

SEC source: 0000907471-22-000132 · wf-form4_166612488074488.xml · nonDerivative · entry 2

Theisen Sonja Anne · CIK 0001650289 · EVP, GRC Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,786

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, 2022 Filed Oct 18, 2022 20:28 UTC
Theisen Sonja AnneEVP, GRC Officer
Tax withholdingCommon Stock 218 $37.55 $8,185.90
Disclosure

SEC source: 0000907471-22-000132 · wf-form4_166612488074488.xml · nonDerivative · entry 1

Theisen Sonja Anne · CIK 0001650289 · EVP, GRC Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,078

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, 2022 Filed Oct 18, 2022 20:26 UTC
Ingram Charles C.EVP, Chief Information Officer
Tax withholdingCommon Stock 514 $37.55 $19,300.70
Disclosure

SEC source: 0000907471-22-000130 · wf-form4_166612474902515.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,077

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, 2022 Filed Oct 18, 2022 20:26 UTC
Ingram Charles C.EVP, Chief Information Officer
Tax withholdingCommon Stock 818 $37.55 $30,715.90
Disclosure

SEC source: 0000907471-22-000130 · wf-form4_166612474902515.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,591

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, 2022 Filed Oct 18, 2022 20:26 UTC
Ingram Charles C.EVP, Chief Information Officer
Tax withholdingCommon Stock 1,112 $37.55 $41,755.60
Disclosure

SEC source: 0000907471-22-000130 · wf-form4_166612474902515.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,409

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, 2022 Filed Oct 18, 2022 20:26 UTC
Ingram Charles C.EVP, Chief Information Officer
Tax withholdingCommon Stock 196 $37.55 $7,359.80
Disclosure

SEC source: 0000907471-22-000130 · wf-form4_166612474902515.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,521

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, 2022 Filed Oct 18, 2022 20:24 UTC Tax withholdingCommon Stock 1,214 $37.55 $45,585.70
Disclosure

SEC source: 0000907471-22-000128 · wf-form4_166612457894245.xml · nonDerivative · entry 1

Herrick Glen William · CIK 0001587724 · EVP, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 97,165

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, 2022 Filed Oct 18, 2022 20:20 UTC Tax withholdingCommon Stock 939 $37.55 $35,259.45
Disclosure

SEC source: 0000907471-22-000126 · wf-form4_166612438476848.xml · nonDerivative · entry 4

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,163

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, 2022 Filed Oct 18, 2022 20:20 UTC Tax withholdingCommon Stock 445 $37.55 $16,709.75
Disclosure

SEC source: 0000907471-22-000126 · wf-form4_166612438476848.xml · nonDerivative · entry 3

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,102

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, 2022 Filed Oct 18, 2022 20:20 UTC Tax withholdingCommon Stock 432 $37.55 $16,221.60
Disclosure

SEC source: 0000907471-22-000126 · wf-form4_166612438476848.xml · nonDerivative · entry 2

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,547

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, 2022 Filed Oct 18, 2022 20:18 UTC
Pharr Brett L.Director · Chief Executive Officer
Tax withholdingCommon Stock 2,116 $37.55 $79,455.80
Disclosure

SEC source: 0000907471-22-000124 · wf-form4_166612426626009.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,496

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, 2022 Filed Oct 18, 2022 20:18 UTC
Pharr Brett L.Director · Chief Executive Officer
Tax withholdingCommon Stock 476 $37.55 $17,873.80
Disclosure

SEC source: 0000907471-22-000124 · wf-form4_166612426626009.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,612

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 15, 2022 Filed Oct 18, 2022 20:20 UTC Tax withholdingCommon Stock 889 $37.55 $33,381.95
Disclosure

SEC source: 0000907471-22-000126 · wf-form4_166612438476848.xml · nonDerivative · entry 1

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,979

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 15, 2022 Filed Oct 18, 2022 20:18 UTC
Pharr Brett L.Director · Chief Executive Officer
Tax withholdingCommon Stock 787 $37.55 $29,551.85
Disclosure

SEC source: 0000907471-22-000124 · wf-form4_166612426626009.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,088

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 10, 2022 Filed Oct 12, 2022 21:46 UTC
Warren Jennifer W.SVP, Chief Accounting Officer
Tax withholdingCommon Stock 178 $34.36 $6,116.08
Disclosure

SEC source: 0000907471-22-000121 · wf-form4_166561117760674.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,685

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 10, 2022 Filed Oct 12, 2022 21:46 UTC
Warren Jennifer W.SVP, Chief Accounting Officer
GrantCommon Stock 2,183 $0.00 $0.00
Disclosure

SEC source: 0000907471-22-000121 · wf-form4_166561117760674.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,863

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

Read SEC document
October 01, 2022 Filed Oct 4, 2022 20:53 UTC Tax withholdingCommon Stock 5,479 $32.96 $180,587.84
Disclosure

SEC source: 0000907471-22-000119 · wf-form4_166491677607870.xml · nonDerivative · entry 3

Herrick Glen William · CIK 0001587724 · EVP, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 98,379

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
September 30, 2022 Filed Oct 4, 2022 20:53 UTC Tax withholdingCommon Stock 591 $32.96 $19,479.36
Disclosure

SEC source: 0000907471-22-000119 · wf-form4_166491677607870.xml · nonDerivative · entry 2

Herrick Glen William · CIK 0001587724 · EVP, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 103,858

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 30, 2022 Filed Oct 4, 2022 20:53 UTC Tax withholdingCommon Stock 420 $32.96 $13,843.20
Disclosure

SEC source: 0000907471-22-000119 · wf-form4_166491677607870.xml · nonDerivative · entry 1

Herrick Glen William · CIK 0001587724 · EVP, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 104,449

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, 2022 Filed Oct 4, 2022 20:50 UTC Tax withholdingCommon Stock 1,026 $32.96 $33,816.96
Disclosure

SEC source: 0000907471-22-000117 · wf-form4_166491660641176.xml · nonDerivative · entry 1

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,868

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, 2022 Filed Oct 4, 2022 20:45 UTC
Ingram Charles C.EVP, Chief Information Officer
Tax withholdingCommon Stock 309 $32.96 $10,184.64
Disclosure

SEC source: 0000907471-22-000115 · wf-form4_166491609336427.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,717

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, 2022 Filed Oct 4, 2022 20:39 UTC
Dombrowski NadiaChief Legal Officer
Tax withholdingCommon Stock 226 $32.96 $7,448.96
Disclosure

SEC source: 0000907471-22-000113 · wf-form4_166491594320189.xml · nonDerivative · entry 1

Dombrowski Nadia · CIK 0001904328 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,169

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, 2022 Filed Oct 4, 2022 20:31 UTC
Theisen Sonja AnneEVP, GRC Officer
Tax withholdingCommon Stock 182 $32.96 $5,998.72
Disclosure

SEC source: 0000907471-22-000111 · wf-form4_166491524115349.xml · nonDerivative · entry 1

Theisen Sonja Anne · CIK 0001650289 · EVP, GRC Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,296

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, 2022 Filed Sep 27, 2022 21:36 UTC Tax withholdingCommon Stock 889 $32.20 $28,625.80
Disclosure

SEC source: 0000907471-22-000107 · wf-form4_166431459797781.xml · nonDerivative · entry 1

Sharett Anthony M. · CIK 0001789109 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,894

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

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August 16, 2022 Filed Aug 18, 2022 20:32 UTC SaleCommon Stock 250 $37.00 $9,250.00
Disclosure

SEC source: 0000907471-22-000098 · wf-form4_166085472894866.xml · nonDerivative · entry 1

Kramer Michael Robert · CIK 0001744580 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · MRK Trust

Disclosed balance after: 9,850

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August 15, 2022 Filed Aug 16, 2022 21:34 UTC SaleCommon Stock 250 $36.25 $9,062.50
Disclosure

SEC source: 0000907471-22-000096 · wf-form4_166068563293804.xml · nonDerivative · entry 2

Kramer Michael Robert · CIK 0001744580 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · MRK Trust

Disclosed balance after: 10,100

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August 12, 2022 Filed Aug 16, 2022 21:34 UTC SaleCommon Stock 250 $36.26 $9,065.00
Disclosure

SEC source: 0000907471-22-000096 · wf-form4_166068563293804.xml · nonDerivative · entry 1

Kramer Michael Robert · CIK 0001744580 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · MRK Trust

Disclosed balance after: 10,350

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.25 to $36.27, 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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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.