Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATHWARD FINANCIAL, INC.CASH · Entity 4627 | EVP, and Dep. CFO | March 16, 2023 | March 16, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
PATHWARD FINANCIAL, INC.
Report date March 16, 2023 · Filed March 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,623 |
Reported balance
After 2023-03-16 transaction · row 1
1 source rowRow 1 · 2023-03-16 · Purchase · Acquired 350 · Balance 8,623 |
| Common StockSEC Table I · non-derivative | IndirectIRA | 2,598 |
Reported balance
Holding disclosure · report date 2023-03-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,598 |
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 16, 2023 Filed Mar 16, 2023 15:22 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | PurchaseCommon Stock | 350 | $42.65 | $14,927.50 |
DisclosureSEC 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 |
| February 01, 2023 Filed Feb 3, 2023 21:29 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 536 | $50.88 | $27,271.68 |
DisclosureSEC 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 |
| November 02, 2022 Filed Nov 4, 2022 20:40 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 3,043 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| October 16, 2022 Filed Oct 18, 2022 20:28 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 292 | $37.55 | $10,964.60 |
DisclosureSEC 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 | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 218 | $37.55 | $8,185.90 |
DisclosureSEC 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 |
| September 30, 2022 Filed Oct 4, 2022 20:31 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 182 | $32.96 | $5,998.72 |
DisclosureSEC 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 |
| February 01, 2022 Filed Feb 14, 2022 22:05 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 536 | $61.58 | $33,006.88 |
DisclosureSEC source: 0000907471-22-000019 · wf-form4_164487631429492.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,478 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 |
| January 14, 2022 Filed Jan 19, 2022 21:43 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 1,066 | $62.00 | $66,092.00 |
DisclosureSEC source: 0000907471-22-000002 · wf-form4_164262860091811.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,014 F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 21:36 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,383 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000133 · wf-form4_163606178303941.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,080 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 16, 2021 Filed Oct 19, 2021 20:14 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 218 | $60.75 | $13,243.50 |
DisclosureSEC source: 0000907471-21-000102 · wf-form4_163467442769044.xml · nonDerivative · entry 2 Theisen Sonja Anne · CIK 0001650289 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,697 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, 2021 Filed Oct 19, 2021 20:14 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 184 | $60.75 | $11,178.00 |
DisclosureSEC source: 0000907471-21-000102 · wf-form4_163467442769044.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,915 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, 2021 Filed Oct 13, 2021 20:23 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 292 | $57.54 | $16,801.68 |
DisclosureSEC source: 0000907471-21-000100 · wf-form4_163415657275117.xml · nonDerivative · entry 2 Theisen Sonja Anne · CIK 0001650289 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,099 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 11, 2021 Filed Oct 13, 2021 20:23 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000100 · wf-form4_163415657275117.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,391 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 21:59 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 356 | $39.55 | $14,079.80 |
DisclosureSEC source: 0000907471-21-000015 · wf-form4_161238956092610.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,015 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 |
| November 16, 2020 Filed Nov 18, 2020 22:14 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 3,805 | $34.87 | $132,680.35 |
DisclosureSEC source: 0000907471-20-000179 · wf-form4_160573764063233.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,371 Read SEC document |
| October 16, 2020 Filed Oct 19, 2020 20:59 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 114 | $23.21 | $2,645.94 |
DisclosureSEC source: 0000907471-20-000134 · wf-form4_160314113022802.xml · nonDerivative · entry 2 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,176 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, 2020 Filed Oct 19, 2020 20:59 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 122 | $23.21 | $2,831.62 |
DisclosureSEC source: 0000907471-20-000134 · wf-form4_160314113022802.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,290 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 12, 2020 Filed Oct 14, 2020 20:47 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 135 | $22.18 | $2,994.30 |
DisclosureSEC source: 0000907471-20-000120 · wf-form4_160270841905529.xml · nonDerivative · entry 2 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,412 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 12, 2020 Filed Oct 14, 2020 20:47 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,658 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000120 · wf-form4_160270841905529.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,547 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 21:43 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 356 | $37.22 | $13,250.32 |
DisclosureSEC source: 0000907471-20-000011 · wf-form4_158085259558682.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,889 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 16, 2019 Filed Dec 17, 2019 21:11 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 5,604 | $34.67 | $194,294.04 |
DisclosureSEC source: 0000907471-19-000186 · wf-form4_157661709927586.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,245 Read SEC document |
| October 29, 2019 Filed Oct 31, 2019 21:24 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 114 | $32.13 | $3,662.82 |
DisclosureSEC 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 | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,401 | $32.13 | $45,014.13 |
DisclosureSEC 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 16, 2019 Filed Oct 18, 2019 20:31 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 122 | $0.00 | $0.00 |
DisclosureSEC 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 11, 2019 Filed Oct 15, 2019 21:00 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 78 | $0.00 | $0.00 |
DisclosureSEC 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 |
| May 10, 2019 Filed May 14, 2019 21:11 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 777 | $26.71 | $20,755.69 |
DisclosureSEC source: 0000907471-19-000063 · wf-form4_155786825920395.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,762 Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 22:03 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 356 | $23.66 | $8,422.96 |
DisclosureSEC source: 0000907471-19-000023 · wf-form4_154940417843774.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,539 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 07, 2018 Filed Dec 10, 2018 14:14 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | PurchaseCommon Stock | 466 | $21.04 | $9,804.64 |
DisclosureSEC source: 0000907471-18-000141 · wf-form4_154445126966661.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,895 Read SEC document |
| October 16, 2018 Filed Oct 18, 2018 21:03 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 122 | $25.11 | $3,063.42 |
DisclosureSEC source: 0000907471-18-000114 · wf-form4_153989658823329.xml · nonDerivative · entry 2 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,429 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 16, 2018 Filed Oct 18, 2018 21:03 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,494 | $25.11 | $37,514.34 |
DisclosureSEC source: 0000907471-18-000114 · wf-form4_153989658823329.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,551 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 11, 2018 Filed Oct 15, 2018 21:48 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 78 | $26.14 | $2,038.92 |
DisclosureSEC source: 0000907471-18-000098 · wf-form4_153964012223329.xml · nonDerivative · entry 2 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,057 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: On October 4, 2018, Meta Financial Group, Inc. effected a 3-for-1 forward stock split of issued and outstanding shares of the Company's common stock ("Common Stock"), in the form of a 200% stock dividend (the "Stock Split"). The number of shares and share prices reported have been adjusted to reflect the Stock Split. Read SEC document |
| October 11, 2018 Filed Oct 15, 2018 21:48 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 86 | $26.14 | $2,248.04 |
DisclosureSEC source: 0000907471-18-000098 · wf-form4_153964012223329.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,135 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: On October 4, 2018, Meta Financial Group, Inc. effected a 3-for-1 forward stock split of issued and outstanding shares of the Company's common stock ("Common Stock"), in the form of a 200% stock dividend (the "Stock Split"). The number of shares and share prices reported have been adjusted to reflect the Stock Split. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 21:44 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 19 | $82.65 | $1,570.35 |
DisclosureSEC source: 0000907471-18-000081 · wf-form4_153851663079004.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,407 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 |
| March 01, 2018 Filed Mar 2, 2018 21:52 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-18-000033 · wf-form4_152002751638801.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,426 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| December 09, 2017 Filed Dec 12, 2017 15:39 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 105 | $90.65 | $9,518.25 |
DisclosureSEC source: 0000907471-17-000112 · wf-form4_151309315169565.xml · nonDerivative · entry 2 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,026 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 11, 2017 Filed Oct 13, 2017 20:17 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 29 | $85.00 | $2,465.00 |
DisclosureSEC source: 0000907471-17-000095 · wf-form4_150792586306580.xml · nonDerivative · entry 3 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,131 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, 2017 Filed Oct 13, 2017 20:17 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 318 | $85.00 | $27,030.00 |
DisclosureSEC source: 0000907471-17-000095 · wf-form4_150792586306580.xml · nonDerivative · entry 2 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,160 F2 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 11, 2017 Filed Oct 13, 2017 20:17 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 31 | $85.00 | $2,635.00 |
DisclosureSEC source: 0000907471-17-000095 · wf-form4_150792586306580.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,842 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, 2017 Filed Oct 3, 2017 20:14 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 21 | $78.40 | $1,646.40 |
DisclosureSEC source: 0000907471-17-000089 · wf-form4_150706166833231.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,873 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 09, 2016 Filed Dec 12, 2016 21:13 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 66 | $95.65 | $6,312.90 |
DisclosureSEC source: 0000907471-16-000065 · wf-form4_148157716958001.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,894 F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock. Read SEC document |
| October 11, 2016 Filed Oct 13, 2016 20:58 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 30 | $66.39 | $1,991.70 |
DisclosureSEC source: 0000907471-16-000041 · wf-form4_147639231900540.xml · nonDerivative · entry 2 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,960 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 11, 2016 Filed Oct 13, 2016 20:58 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 351 | $66.39 | $23,302.89 |
DisclosureSEC source: 0000907471-16-000041 · wf-form4_147639231900540.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,990 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 14:07 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 21 | $61.38 | $1,288.98 |
DisclosureSEC source: 0000907471-16-000034 · wf-form4_147559001447527.xml · nonDerivative · entry 2 Theisen Sonja Anne · CIK 0001650289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,639 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 09, 2015 Filed Oct 4, 2016 14:07 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 67 | $44.67 | $2,992.89 |
DisclosureSEC source: 0000907471-16-000034 · wf-form4_147559001447527.xml · nonDerivative · entry 1 Theisen Sonja Anne · CIK 0001650289 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,660 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.