Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATHWARD FINANCIAL, INC.CASH · Entity 4627 | Director | September 04, 2026 | September 08, 2026 |
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 September 04, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,681 |
Reported balance
After 2026-09-04 transaction · row 1
1 source rowRow 1 · 2026-09-04 · Grant · Acquired 400 · Balance 12,681 F1: Award pursuant to the Company's 2023 Omnibus Incentive Plan |
Filing footnotes · ownership attribution and instrument terms
F1: Award pursuant to the Company's 2023 Omnibus Incentive Plan
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 |
|---|---|---|---|---|---|---|
| September 04, 2026 Filed Sep 8, 2026 20:24 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001591501-26-000007 · wk-form4_1788899050.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,681 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan Read SEC document |
| April 29, 2026 Filed Apr 30, 2026 20:01 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 5,000 | $86.37 | $431,844.50 |
DisclosureSEC source: 0001591501-26-000005 · wk-form4_1777579292.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,281 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.11 to $86.77, 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 24, 2026 Filed Feb 25, 2026 21:14 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001591501-26-000002 · wk-form4_1772054095.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,281 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document |
| December 09, 2025 Filed Dec 10, 2025 21:13 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001591501-25-000005 · wk-form4_1765401194.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,631 F1 · price: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration Read SEC document |
| October 31, 2025 Filed Nov 3, 2025 21:04 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 3,000 | $68.11 | $204,330.00 |
DisclosureSEC source: 0001591501-25-000003 · wk-form4_1762203870.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,631 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.95 to $68.25, 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 |
| April 25, 2025 Filed Apr 28, 2025 20:41 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 1,850 | $79.26 | $146,631.00 |
DisclosureSEC source: 0000907471-25-000041 · wk-form4_1745872912.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,631 Read SEC document |
| February 25, 2025 Filed Feb 28, 2025 21:17 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,950 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-25-000022 · wk-form4_1740777458.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,481 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document |
| September 12, 2024 Filed Sep 16, 2024 20:37 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 2,000 | $64.91 | $129,820.00 |
DisclosureSEC source: 0000907471-24-000095 · wk-form4_1726519064.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,531 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:54 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,950 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000044 · wk-form4_1709675665.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,531 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 21:19 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,950 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000026 · wk-form4_1709241571.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,581 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 21:11 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-23-000144 · wk-form4_1701465070.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,631 F1 · price: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 21:30 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,950 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-23-000035 · wf-form4_167770621885741.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,031 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| February 03, 2023 Filed Feb 3, 2023 21:37 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 3,000 | $51.51 | $154,530.00 |
DisclosureSEC source: 0000907471-23-000015 · wf-form4_167546020352705.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,081 F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| August 02, 2022 Filed Aug 3, 2022 20:36 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | PurchaseCommon Stock | 500 | $34.02 | $17,010.00 |
DisclosureSEC source: 0000907471-22-000084 · wf-form4_165955897355378.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,081 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:23 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000031 · wf-form4_164582415231268.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,581 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| December 17, 2021 Filed Dec 22, 2021 21:28 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000148 · wf-form4_164020846993370.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,781 F1 · price: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 20:40 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 3,000 | $47.01 | $141,030.00 |
DisclosureSEC source: 0000907471-21-000052 · wf-form4_161592718287730.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,181 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 3 transactions at a price of $47.01, 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, 2021 Filed Feb 25, 2021 22:01 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000042 · wf-form4_161429043589546.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,181 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| December 11, 2020 Filed Dec 14, 2020 21:33 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 1,000 | $34.94 | $34,940.00 |
DisclosureSEC source: 0000907471-20-000196 · wf-form4_160798158156488.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,481 Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 21:37 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 3,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000034 · wf-form4_158283943128333.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,481 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 21:35 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 5,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000013 · wf-form4_154905690937461.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,131 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 |
| May 04, 2018 Filed May 4, 2018 20:23 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 696 | $100.83 | $70,177.68 |
DisclosureSEC source: 0000907471-18-000043 · wf-form4_152546539565245.xml · nonDerivative · entry 2 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,027 Read SEC document |
| May 04, 2018 Filed May 4, 2018 20:23 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 104 | $100.45 | $10,446.80 |
DisclosureSEC source: 0000907471-18-000043 · wf-form4_152546539565245.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,723 Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 22:37 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-18-000017 · wf-form4_151683342267769.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,827 F1 · kind: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 14:07 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 340 | $90.32 | $30,709.04 |
DisclosureSEC source: 0000907471-17-000059 · wf-form4_149788123404186.xml · nonDerivative · entry 2 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,527 Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 14:07 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 100 | $90.26 | $9,026.25 |
DisclosureSEC source: 0000907471-17-000059 · wf-form4_149788123404186.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,867 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 19:16 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 450 | $89.14 | $40,113.00 |
DisclosureSEC source: 0000907471-17-000030 · wf-form4_148709980137677.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,967 Read SEC document |
| January 23, 2017 Filed Jan 24, 2017 21:42 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-17-000018 · wf-form4_148529414679385.xml · nonDerivative · entry 1 Hajek Douglas J. · CIK 0001591501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,417 F1 · kind: 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.