Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Franchise Group, Inc.TAXA · Entity 110293 | Chief Executive Officer | June 09, 2019 | June 20, 2019 |
| PATHWARD FINANCIAL, INC.CASH · Entity 4627 | EVP & Head of Consumer Lending | June 01, 2018 | June 05, 2018 |
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.
Franchise Group, Inc.
Report date June 09, 2019 · Filed June 20, 2019
This filing explicitly reported no securities owned.
PATHWARD FINANCIAL, INC.
Report date June 01, 2018 · Filed June 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectHeld by Turner Family Irrevocable Trust | 128,564 |
Reported balance
After 2018-06-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-06-01 · Sale · Disposed 10,000 · Balance 128,564 |
| Common StockSEC Table I · non-derivative | Direct | 1,177 |
Reported balance
Holding disclosure · report date 2018-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,177 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 135.2022 |
Reported balance
Holding disclosure · report date 2018-06-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 135.2022 |
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 |
|---|---|---|---|---|---|---|
| June 01, 2018 Filed Jun 5, 2018 20:29 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 10,000 | $114.08 | $1,140,770.00 |
DisclosureSEC source: 0000907471-18-000057 · wf-form4_152823053745214.xml · nonDerivative · entry 1 Turner Michael Brent · CIK 0001729383 · EVP & Head of Consumer Lending 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Turner Family Irrevocable Trust Disclosed balance after: 128,564 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.