Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATHWARD FINANCIAL, INC.CASH · Entity 4627 | EVP, Chief Ppl and Incl Ofcr | April 11, 2022 | April 13, 2022 |
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 April 11, 2022 · Filed April 13, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,477 |
Reported balance
After 2022-04-11 transaction · row 1
1 source rowRow 1 · 2022-04-11 · Sale · Disposed 4,557 · Balance 9,477 F1: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.99 to $50.48, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.99 to $50.48, 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.
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 |
|---|---|---|---|---|---|---|
| April 11, 2022 Filed Apr 13, 2022 20:19 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 4,557 | $50.09 | $228,260.13 |
DisclosureSEC source: 0000907471-22-000054 · wf-form4_164988117030166.xml · nonDerivative · entry 1 Tang Kia S. · CIK 0001847122 · EVP, Chief Ppl and Incl Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,477 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 $49.99 to $50.48, 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, 2021 Filed Nov 4, 2021 21:35 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 293 | $57.77 | $16,926.61 |
DisclosureSEC source: 0000907471-21-000131 · wf-form4_163606169078342.xml · nonDerivative · entry 3 Tang Kia S. · CIK 0001847122 · EVP, Chief Ppl and Incl Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,034 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 |
| November 02, 2021 Filed Nov 4, 2021 21:35 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 3,601 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000131 · wf-form4_163606169078342.xml · nonDerivative · entry 2 Tang Kia S. · CIK 0001847122 · EVP, Chief Ppl and Incl Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,327 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 21:35 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,077 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000131 · wf-form4_163606169078342.xml · nonDerivative · entry 1 Tang Kia S. · CIK 0001847122 · EVP, Chief Ppl and Incl Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,726 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 16, 2021 Filed Oct 19, 2021 20:23 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 609 | $60.75 | $36,996.75 |
DisclosureSEC source: 0000907471-21-000114 · wf-form4_163467502096018.xml · nonDerivative · entry 1 Tang Kia S. · CIK 0001847122 · EVP, Chief Ppl and Incl Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,649 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 23, 2021 Filed Mar 25, 2021 20:33 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 742 | $44.95 | $33,352.90 |
DisclosureSEC source: 0000907471-21-000057 · wf-form4_161670442182952.xml · nonDerivative · entry 1 Tang Kia S. · CIK 0001847122 · EVP, Chief Ppl and Incl Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,258 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 22, 2021 Filed Feb 23, 2021 19:13 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225385-21-000064 · edgar.xml · nonDerivative · entry 1 Tang Kia S. · CIK 0001847122 · Chief DEI & People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.