Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATHWARD FINANCIAL, INC.CASH · Entity 4627 | EVP, Chief Operating Officer | October 11, 2016 | October 13, 2016 |
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 October 11, 2016 · Filed October 13, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,063 |
Ending reported balance
After 2016-10-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-10-11 · Grant · Acquired 2,119 · Balance 2,291 F1: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Row 2 · 2016-10-11 · Tax withholding · Disposed 228 · Balance 2,063 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 |
|---|---|---|---|---|---|---|
| October 11, 2016 Filed Oct 13, 2016 20:59 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 228 | $66.39 | $15,136.92 |
DisclosureSEC source: 0000907471-16-000042 · wf-form4_147639233508689.xml · nonDerivative · entry 2 Smith Cynthia M · CIK 0001664859 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,063 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 20:59 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,119 | $66.39 | $140,680.41 |
DisclosureSEC source: 0000907471-16-000042 · wf-form4_147639233508689.xml · nonDerivative · entry 1 Smith Cynthia M · CIK 0001664859 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,291 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 14:05 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 11 | $61.38 | $675.18 |
DisclosureSEC source: 0000907471-16-000029 · wf-form4_147558989825200.xml · nonDerivative · entry 1 Smith Cynthia M · CIK 0001664859 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172 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.