Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATHWARD FINANCIAL, INC.CASH · Entity 4627 | Director | February 01, 2023 | February 03, 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 February 01, 2023 · Filed February 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectMRK Trust | 4,850 |
Reported balance
After 2023-02-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-02-01 · Sale · Disposed 5,000 · Balance 4,850 F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectZK Trust | 17,725 |
Reported balance
After 2023-02-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-02-01 · Sale · Disposed 5,000 · Balance 17,725 F2: 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. |
| Common StockSEC Table I · non-derivative | Direct | 2,800 |
Reported balance
Holding disclosure · report date 2023-02-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,800 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
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 |
|---|---|---|---|---|---|---|
| February 01, 2023 Filed Feb 3, 2023 21:24 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 5,000 | $50.34 | $251,700.00 |
DisclosureSEC 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 | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 5,000 | $50.35 | $251,750.00 |
DisclosureSEC 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 |
| August 16, 2022 Filed Aug 18, 2022 20:32 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 250 | $37.00 | $9,250.00 |
DisclosureSEC 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 Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 21:34 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 250 | $36.25 | $9,062.50 |
DisclosureSEC 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 Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 21:34 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 250 | $36.26 | $9,065.00 |
DisclosureSEC 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. Read SEC document |
| August 11, 2022 Filed Aug 11, 2022 21:00 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 250 | $36.25 | $9,062.50 |
DisclosureSEC source: 0000907471-22-000094 · wf-form4_166025161541019.xml · nonDerivative · entry 2 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 10,600 Read SEC document |
| August 10, 2022 Filed Aug 11, 2022 21:00 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 750 | $35.74 | $26,805.00 |
DisclosureSEC source: 0000907471-22-000094 · wf-form4_166025161541019.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 10,850 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.50 to $36.00, 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 |
| August 09, 2022 Filed Aug 10, 2022 20:42 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 500 | $34.30 | $17,150.00 |
DisclosureSEC source: 0000907471-22-000092 · wf-form4_166016415419772.xml · nonDerivative · entry 2 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 11,600 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.25 to $34.35, 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 |
| August 08, 2022 Filed Aug 10, 2022 20:42 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 250 | $34.75 | $8,687.50 |
DisclosureSEC source: 0000907471-22-000092 · wf-form4_166016415419772.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 12,100 Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 21:00 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 250 | $34.50 | $8,625.00 |
DisclosureSEC source: 0000907471-22-000086 · wf-form4_165973319098129.xml · nonDerivative · entry 5 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 12,350 Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 21:00 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 250 | $34.00 | $8,500.00 |
DisclosureSEC source: 0000907471-22-000086 · wf-form4_165973319098129.xml · nonDerivative · entry 4 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 12,600 Read SEC document |
| May 31, 2022 Filed Jun 1, 2022 20:30 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 1,000 | $41.48 | $41,480.00 |
DisclosureSEC source: 0000907471-22-000064 · wf-form4_165411540301595.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 12,850 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.42 to $41.55, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:34 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000039 · wf-form4_164582483539178.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| February 01, 2022 Filed Feb 2, 2022 22:38 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 2,700 | $60.00 | $162,000.00 |
DisclosureSEC source: 0000907471-22-000009 · wf-form4_164384151777443.xml · nonDerivative · entry 2 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 13,850 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.00 to $60.00, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 22:38 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 2,300 | $60.00 | $138,000.00 |
DisclosureSEC source: 0000907471-22-000009 · wf-form4_164384151777443.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 16,550 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.00 to $60.00, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 02, 2021 Filed Aug 5, 2022 21:00 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 185 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000086 · wf-form4_165973319098129.xml · nonDerivative · entry 3 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · ZK Trust Disclosed balance after: 22,725 F1 · price: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. Read SEC document |
| November 03, 2021 Filed Nov 4, 2021 21:38 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 2,000 | $59.72 | $119,440.00 |
DisclosureSEC source: 0000907471-21-000135 · wf-form4_163606187488440.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 18,850 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.65 to $59.90, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 20:12 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 3,000 | $57.55 | $172,650.00 |
DisclosureSEC source: 0000907471-21-000121 · wf-form4_163597034310568.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 20,850 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.50 to $57.80, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 02, 2021 Filed Mar 25, 2021 20:36 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000059 · wf-form4_161670458983628.xml · nonDerivative · entry 2 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 23,850 F1 · shares: The transaction involved a gift of shares from the reporting person to the MRK Trust. The reporting person serves as the sole trustee and is the sole beneficiary of the MRK Trust Read SEC document |
| March 02, 2021 Filed Mar 25, 2021 20:36 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000059 · wf-form4_161670458983628.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The transaction involved a gift of shares from the reporting person to the MRK Trust. The reporting person serves as the sole trustee and is the sole beneficiary of the MRK Trust Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 21:59 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000040 · wf-form4_161429032389427.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,700 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| February 09, 2021 Filed Feb 10, 2021 21:38 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 3,000 | $43.61 | $130,830.00 |
DisclosureSEC source: 0000907471-21-000022 · wf-form4_161299311813653.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 21,150 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.58 to $44.00, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 08, 2020 Filed Aug 5, 2022 21:00 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 575 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000086 · wf-form4_165973319098129.xml · nonDerivative · entry 2 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · ZK Trust Disclosed balance after: 22,910 F1 · price: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. Read SEC document |
| December 04, 2020 Filed Aug 5, 2022 21:00 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 315 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000086 · wf-form4_165973319098129.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · ZK Trust Disclosed balance after: 23,485 F1 · price: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 21:46 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 10,000 | $34.02 | $340,200.00 |
DisclosureSEC source: 0000907471-20-000192 · wf-form4_160703197780169.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 24,150 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.64 to $34.38, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 21:41 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 7,500 | $29.49 | $221,175.00 |
DisclosureSEC source: 0000907471-20-000147 · wf-form4_160452606820160.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 34,150 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.43 to $29.84, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 28, 2020 Filed Sep 1, 2020 21:06 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 3,350 | $19.18 | $64,253.00 |
DisclosureSEC source: 0000907471-20-000098 · wf-form4_159899434872324.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 41,650 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.14 to $19.24, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 18, 2020 Filed Aug 19, 2020 21:08 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 6,830 | $19.52 | $133,321.60 |
DisclosureSEC source: 0000907471-20-000092 · wf-form4_159787130493989.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 45,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.50 to $19.65, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 10, 2020 Filed Aug 12, 2020 20:41 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 2,000 | $20.61 | $41,220.00 |
DisclosureSEC source: 0000907471-20-000086 · wf-form4_159726489082318.xml · nonDerivative · entry 2 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · ZK Trust Disclosed balance after: 23,800 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.61 to $20.62, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 10, 2020 Filed Aug 12, 2020 20:41 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 2,000 | $20.80 | $41,600.00 |
DisclosureSEC source: 0000907471-20-000086 · wf-form4_159726489082318.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 51,830 Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 20:22 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 5,000 | $32.00 | $160,000.00 |
DisclosureSEC source: 0000907471-20-000040 · wf-form4_158387174888500.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 53,830 Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 21:34 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 3,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000032 · wf-form4_158283926349743.xml · nonDerivative · entry 3 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 58,830 F2 · shares: The transaction involved a gift of shares from the reporting person to the MRK Trust. The reporting person serves as the sole trustee and is the sole beneficiary of the MRK Trust. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 21:34 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 3,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000032 · wf-form4_158283926349743.xml · nonDerivative · entry 2 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · shares: The transaction involved a gift of shares from the reporting person to the MRK Trust. The reporting person serves as the sole trustee and is the sole beneficiary of the MRK Trust. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 21:34 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 3,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000032 · wf-form4_158283926349743.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,350 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 21:41 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 2,746 | $37.69 | $103,496.74 |
DisclosureSEC source: 0000907471-20-000009 · wf-form4_158085246933472.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 55,480 Read SEC document |
| May 22, 2019 Filed May 23, 2019 20:11 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 1,000 | $27.32 | $27,321.00 |
DisclosureSEC source: 0000907471-19-000077 · wf-form4_155864228550928.xml · nonDerivative · entry 2 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · ZK Trust Disclosed balance after: 25,800 Read SEC document |
| May 22, 2019 Filed May 23, 2019 20:11 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 2,000 | $27.32 | $54,642.00 |
DisclosureSEC source: 0000907471-19-000077 · wf-form4_155864228550928.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 58,226 Read SEC document |
| May 03, 2019 Filed May 7, 2019 21:09 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 950 | $26.00 | $24,704.18 |
DisclosureSEC source: 0000907471-19-000055 · wf-form4_155726336171640.xml · nonDerivative · entry 2 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · ZK Trust Disclosed balance after: 26,800 Read SEC document |
| May 03, 2019 Filed May 7, 2019 21:09 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 3,458 | $26.00 | $89,923.22 |
DisclosureSEC source: 0000907471-19-000055 · wf-form4_155726336171640.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 60,226 Read SEC document |
| April 30, 2019 Filed May 2, 2019 20:18 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 4,050 | $26.00 | $105,287.85 |
DisclosureSEC source: 0000907471-19-000049 · wf-form4_155682830206783.xml · nonDerivative · entry 2 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · ZK Trust Disclosed balance after: 27,750 Read SEC document |
| April 30, 2019 Filed May 2, 2019 20:18 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 14,542 | $26.00 | $378,048.37 |
DisclosureSEC source: 0000907471-19-000049 · wf-form4_155682830206783.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 57,008 Read SEC document |
| April 30, 2019 Filed May 7, 2019 21:06 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 14,542 | $26.00 | $378,048.37 |
DisclosureSEC source: 0000907471-19-000053 · wf-form4a_155726319438224.xml · nonDerivative · entry 3 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 63,684 F3 · balance_after: The reporting person's original Form 4 reported the disposition by the MRK Trust of shares of Common Stock, but inadvertently reported that, following such disposition, the MRK Trust owned 57,008 shares of Common Stock. As reported in this amendment, however, following such disposition the MRK Trust owned 63,684 shares of Common Stock. F2 · ownership.nature: Represents shares of Common Stock held by the MRK Trust. The reporting person serves as sole trustee and is the sole beneficiary of the MRK Trust. Read SEC document |
| February 08, 2019 Filed May 7, 2019 21:06 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 5,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000053 · wf-form4a_155726319438224.xml · nonDerivative · entry 2 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 78,226 F1 · shares: The reporting person's original Form 4 inadvertently omitted reporting the bona fide gift of 5,050 shares of the Company's common stock, $0.01 par value per share ("Common Stock"), held by the reporting person to the Michael R. Kramer Revocable Trust u/a/d 9/21/1983, as amended (the "MRK Trust"). F2 · ownership.nature: Represents shares of Common Stock held by the MRK Trust. The reporting person serves as sole trustee and is the sole beneficiary of the MRK Trust. Read SEC document |
| February 08, 2019 Filed May 7, 2019 21:06 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 5,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000053 · wf-form4a_155726319438224.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The reporting person's original Form 4 inadvertently omitted reporting the bona fide gift of 5,050 shares of the Company's common stock, $0.01 par value per share ("Common Stock"), held by the reporting person to the Michael R. Kramer Revocable Trust u/a/d 9/21/1983, as amended (the "MRK Trust"). Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 21:26 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 5,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000007 · wf-form4_154905635648871.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,676 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. 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 |
| January 30, 2019 Filed May 7, 2019 21:03 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 5,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000051 · wf-form4a_155726300053935.xml · nonDerivative · entry 5 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,050 F5 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. 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. F6 · balance_after: The reporting person's original Form 4 reported the acquisition by the reporting person of an award pursuant to the Company's 2002 Omnibus Incentive Plan, but inadvertently reported that, following such an award, the reporting person directly owned 6,676 shares of Common Stock. As reported in this amendment, however, following such award the reporting person directly owned 5,050 shares of Common Stock. Read SEC document |
| November 28, 2018 Filed May 7, 2019 21:03 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 1,084 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000051 · wf-form4a_155726300053935.xml · nonDerivative · entry 4 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 73,176 F4 · shares: The reporting person's original Form 4 inadvertently omitted reporting the bona fide gift of 1,084 shares of Common Stock held by the reporting person to the MRK Trust. 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. F3 · ownership.nature: Represents shares of Common Stock held by the MRK Trust. The reporting person serves as sole trustee and is the sole beneficiary of the MRK Trust. Read SEC document |
| November 28, 2018 Filed May 7, 2019 21:03 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 1,084 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000051 · wf-form4a_155726300053935.xml · nonDerivative · entry 3 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · shares: The reporting person's original Form 4 inadvertently omitted reporting the bona fide gift of 1,084 shares of Common Stock held by the reporting person to the MRK Trust. Read SEC document |
| November 19, 2018 Filed May 7, 2019 21:03 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 542 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000051 · wf-form4a_155726300053935.xml · nonDerivative · entry 2 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · MRK Trust Disclosed balance after: 72,092 F1 · shares: The reporting person's original Form 4 inadvertently omitted reporting the bona fide gift of 542 shares of the Company's common stock, $0.01 par value per share ("Common Stock"), held by the reporting person to the Michael R. Kramer Revocable Trust u/a/d 9/21/1983, as amended (the "MRK Trust"). 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. F3 · ownership.nature: Represents shares of Common Stock held by the MRK Trust. The reporting person serves as sole trustee and is the sole beneficiary of the MRK Trust. Read SEC document |
| November 19, 2018 Filed May 7, 2019 21:03 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 542 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000051 · wf-form4a_155726300053935.xml · nonDerivative · entry 1 Kramer Michael Robert · CIK 0001744580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,084 F1 · shares: The reporting person's original Form 4 inadvertently omitted reporting the bona fide gift of 542 shares of the Company's common stock, $0.01 par value per share ("Common Stock"), held by the reporting person to the Michael R. Kramer Revocable Trust u/a/d 9/21/1983, as amended (the "MRK Trust"). 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.