Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATHWARD FINANCIAL, INC.CASH · Entity 4627 | EVP & Chief People Officer | November 06, 2020 | November 10, 2020 |
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 November 06, 2020 · Filed November 10, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,556 |
Ending reported balance
After 2020-11-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-11-06 · Grant · Acquired 1,642 · Balance 2,713 F1: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Row 2 · 2020-11-06 · Tax withholding · Disposed 157 · Balance 2,556 F2: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Award pursuant to the Company's 2002 Omnibus Incentive Plan.
F2: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.
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 |
|---|---|---|---|---|---|---|
| November 06, 2020 Filed Nov 10, 2020 22:06 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 157 | $29.29 | $4,598.53 |
DisclosureSEC source: 0000907471-20-000161 · wf-form4_160504597768028.xml · nonDerivative · entry 2 Winter Kathleen · CIK 0001799817 · EVP & Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,556 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 06, 2020 Filed Nov 10, 2020 22:06 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,642 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000161 · wf-form4_160504597768028.xml · nonDerivative · entry 1 Winter Kathleen · CIK 0001799817 · EVP & Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,713 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 16, 2020 Filed Oct 19, 2020 20:48 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 429 | $23.21 | $9,957.09 |
DisclosureSEC source: 0000907471-20-000128 · wf-form4_160314049650969.xml · nonDerivative · entry 1 Winter Kathleen · CIK 0001799817 · EVP & Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,071 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 13, 2020 Filed Jan 14, 2020 01:11 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-001140 · doc4.xml · nonDerivative · entry 1 Winter Kathleen · CIK 0001799817 · EVP & Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 F1 · shares: All 1,500 shares are restricted stock granted to the reporting person, which shares of restricted stock are scheduled to vest in full on October 16, 2020. 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.