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 | IndirectKS Trust | 12,053 |
Reported balance
After 2026-09-04 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-04 · Grant · Acquired 400 · Balance 12,053 F1: Award pursuant to the Company's 2023 Omnibus Incentive Plan F2: Reflects the transfer of 9,500 shares from directly owned by the reporting person to the Kendall Stork Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Award pursuant to the Company's 2023 Omnibus Incentive Plan
F2: Reflects the transfer of 9,500 shares from directly owned by the reporting person to the Kendall Stork Trust.
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 20:23 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001674559-26-000006 · wk-form4_1788899013.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · KS Trust Disclosed balance after: 12,053 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan F2 · balance_after: Reflects the transfer of 9,500 shares from directly owned by the reporting person to the Kendall Stork Trust. 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: 0001674559-26-000004 · wk-form4_1772054066.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,500 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document |
| February 09, 2026 Filed Feb 10, 2026 21:23 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 3,000 | $94.15 | $282,450.00 |
DisclosureSEC source: 0001674559-26-000002 · wk-form4_1770758579.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · KS Trust Disclosed balance after: 2,153 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.88 to $94.31, 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 |
| November 14, 2025 Filed Nov 17, 2025 22:00 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001674559-25-000004 · wk-form4_1763416835.xml · nonDerivative · entry 2 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · KS Trust Disclosed balance after: 5,153 F1 · shares: Bona fide gift by the Reporting Person Read SEC document |
| April 29, 2025 Filed Apr 30, 2025 20:04 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 4,000 | $79.33 | $317,320.00 |
DisclosureSEC source: 0000907471-25-000047 · wk-form4_1746043432.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · KS Trust Disclosed balance after: 6,153 Read SEC document |
| February 25, 2025 Filed Feb 28, 2025 21:18 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,950 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-25-000024 · wk-form4_1740777498.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,850 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 21:06 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000141 · wk-form4_1731964012.xml · nonDerivative · entry 3 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · KS Trust Disclosed balance after: 10,153 Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 21:06 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000141 · wk-form4_1731964012.xml · nonDerivative · entry 2 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · KS Trust Disclosed balance after: 10,853 Read SEC document |
| May 07, 2024 Filed May 8, 2024 21:05 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000073 · wk-form4_1715202327.xml · nonDerivative · entry 2 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · KS Trust Disclosed balance after: 11,153 F2 · price: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. Read SEC document |
| May 06, 2024 Filed May 8, 2024 21:05 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 2,000 | $53.53 | $107,060.00 |
DisclosureSEC source: 0000907471-24-000073 · wk-form4_1715202327.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · KS Trust Disclosed balance after: 11,213 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.47 to $53.61, 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 |
| March 01, 2024 Filed Mar 5, 2024 22:06 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,950 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000052 · wk-form4_1709676353.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,900 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 21:21 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,950 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000028 · wk-form4_1709241648.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,950 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 22:11 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-23-000148 · wk-form4_1702937475.xml · nonDerivative · entry 3 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · KS Trust Disclosed balance after: 13,213 Read SEC document |
| March 22, 2023 Filed Dec 18, 2023 22:11 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 2,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-23-000148 · wk-form4_1702937475.xml · nonDerivative · entry 2 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · KS Trust Disclosed balance after: 13,913 F1 · shares: The transaction involved a gift of shares from the reporting person to the Kendall Stork Revocable Living Trust (the "KS Trust"). The reporting person serves as co-trustee of the KS Trust. Read SEC document |
| March 22, 2023 Filed Dec 18, 2023 22:11 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 2,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-23-000148 · wk-form4_1702937475.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: The transaction involved a gift of shares from the reporting person to the Kendall Stork Revocable Living Trust (the "KS Trust"). The reporting person serves as co-trustee of the KS Trust. Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 21:09 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,950 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-23-000027 · wf-form4_167770493325189.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,750 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| December 12, 2022 Filed Dec 15, 2022 22:44 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000166 · wf-form4_167114423840384.xml · nonDerivative · entry 2 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · KS Trust Disclosed balance after: 11,113 Read SEC document |
| December 12, 2022 Filed Dec 15, 2022 22:44 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000166 · wf-form4_167114423840384.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · KS Trust Disclosed balance after: 11,513 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:51 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000049 · wf-form4_164755026195254.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · KS Trust Disclosed balance after: 12,113 F1 · price: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:31 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000037 · wf-form4_164582465165811.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| December 16, 2021 Filed Dec 22, 2021 21:30 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000150 · wf-form4_164020861191705.xml · nonDerivative · entry 2 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · KS Trust Disclosed balance after: 12,213 Read SEC document |
| December 15, 2021 Filed Dec 22, 2021 21:30 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000150 · wf-form4_164020861191705.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · KS Trust Disclosed balance after: 13,213 Read SEC document |
| March 04, 2021 Filed Mar 29, 2021 21:06 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000061 · wf-form4_161705198067489.xml · nonDerivative · entry 2 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · KS Trust Disclosed balance after: 13,413 F1 · shares: The transaction involved a gift of shares from the reporting person to the Kendall Stork Revocable Living Trust (the "KS Trust"). The reporting person serves as co-trustee of the KS Trust. Read SEC document |
| March 04, 2021 Filed Mar 29, 2021 21:06 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000061 · wf-form4_161705198067489.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The transaction involved a gift of shares from the reporting person to the Kendall Stork Revocable Living Trust (the "KS Trust"). The reporting person serves as co-trustee of the KS Trust. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 21:55 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000036 · wf-form4_161429009334209.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,700 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| February 09, 2021 Filed Feb 9, 2021 21:40 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 2,000 | $43.12 | $86,240.00 |
DisclosureSEC source: 0000907471-21-000020 · wf-form4_161290681847838.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · KS Trust Disclosed balance after: 10,713 Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 21:58 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000198 · wf-form4_160815588754096.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · KS Trust Disclosed balance after: 12,713 Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 21:38 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 1,000 | $34.87 | $34,870.00 |
DisclosureSEC source: 0000907471-20-000194 · wf-form4_160754986718155.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · KS Trust Disclosed balance after: 13,713 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.83 to 34.90, 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 25, 2020 Filed Feb 27, 2020 21:31 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 3,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000030 · wf-form4_158283907884414.xml · nonDerivative · entry 3 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · KS Trust Disclosed balance after: 14,713 F2 · shares: The transaction involved a gift of shares from the reporting person to the Kendall Stork Revocable Living Trust (the "KS Trust"). The reporting person serves as co-trustee of the KS Trust. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 21:31 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 3,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000030 · wf-form4_158283907884414.xml · nonDerivative · entry 2 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · shares: The transaction involved a gift of shares from the reporting person to the Kendall Stork Revocable Living Trust (the "KS Trust"). The reporting person serves as co-trustee of the KS Trust. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 21:31 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 3,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000030 · wf-form4_158283907884414.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,350 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| December 10, 2019 Filed Dec 11, 2019 21:39 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 1,000 | $35.03 | $35,033.70 |
DisclosureSEC source: 0000907471-19-000182 · wf-form4_157610033270839.xml · nonDerivative · entry 2 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · KS Trust Disclosed balance after: 11,363 Read SEC document |
| December 09, 2019 Filed Dec 11, 2019 21:39 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000182 · wf-form4_157610033270839.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · KS Trust Disclosed balance after: 12,363 Read SEC document |
| April 12, 2019 Filed May 22, 2019 20:55 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 5,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000073 · wf-form4_155855851614230.xml · nonDerivative · entry 2 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · KS Trust Disclosed balance after: 13,363 F1 · shares: The transaction involved a gift of shares from the reporting person to the Kendall Stork Revocable Living Trust dated June 12, 2017 (the "Stork Trust"). F2 · ownership.nature: Represents shares of Common Stock held by the Stork Trust. The reporting person serves as co-trustee of the Stork Trust. Read SEC document |
| April 12, 2019 Filed May 22, 2019 20:55 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 5,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000073 · wf-form4_155855851614230.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The transaction involved a gift of shares from the reporting person to the Kendall Stork Revocable Living Trust dated June 12, 2017 (the "Stork Trust"). Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 21:29 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 5,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000009 · wf-form4_154905657943737.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,363 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 |
| January 30, 2019 Filed May 22, 2019 20:53 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 5,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000071 · wf-form4a_155855841504020.xml · nonDerivative · entry 3 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,050 F4 · 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. F5 · balance_after: The reporting person's original Form 4 reported the acquisition by the reporting person of an award pursuant to the Company's 2002 Omnibus Incentive Plan, but inadvertently reported that, following such award, the reporting person directly owned 13,363 shares of Common Stock. As reported in this amendment, however, immediately following such award the reporting person directly owned 5,050 shares of Common Stock. Read SEC document |
| February 09, 2018 Filed May 22, 2019 20:53 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 3,900 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000071 · wf-form4a_155855841504020.xml · nonDerivative · entry 2 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · KS Trust Disclosed balance after: 8,313 F1 · shares: The reporting person's original Form 4 inadvertently omitted reporting the bona fide gift of 1,300 shares (or 3,900 shares, giving effect to the Stock Split (as defined below)) of the Company's common stock, $0.01 par value per share ("Common Stock"), held by the reporting person to The Kendall Stork Revocable Living Trust dated June 12, 2017 (the "Stork Trust"). F2 · shares: 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. 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. F3 · ownership.nature: Represents shares of Common Stock held by the Stork Trust. The reporting person serves as co-trustee of the Stork Trust. Read SEC document |
| February 09, 2018 Filed May 22, 2019 20:53 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 3,900 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000071 · wf-form4a_155855841504020.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The reporting person's original Form 4 inadvertently omitted reporting the bona fide gift of 1,300 shares (or 3,900 shares, giving effect to the Stock Split (as defined below)) of the Company's common stock, $0.01 par value per share ("Common Stock"), held by the reporting person to The Kendall Stork Revocable Living Trust dated June 12, 2017 (the "Stork Trust"). F2 · shares: 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 |
| January 22, 2018 Filed Jan 24, 2018 22:28 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-18-000013 · wf-form4_151683291861231.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,771 F1 · kind: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| August 07, 2017 Filed Aug 8, 2017 18:01 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | PurchaseCommon Stock | 300 | $73.52 | $22,057.32 |
DisclosureSEC source: 0000907471-17-000071 · wf-form4_150221527868031.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,471 Read SEC document |
| August 07, 2017 Filed May 22, 2019 20:52 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | PurchaseCommon Stock | 300 | $73.52 | $22,057.32 |
DisclosureSEC source: 0000907471-19-000069 · wf-form4a_155855832706971.xml · nonDerivative · entry 3 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · KS Trust Disclosed balance after: 1,471 F3 · shares: The reporting person's original Form 4 inadvertently reported the acquisition by the reporting person, directly, of shares of Common Stock and that, following such acquisition, the reporting person directly owned 1,471 shares of Common Stock. As reported in this amendment, however, such acquisition was made by the Stork Trust and, following such acquisition, the Stork Trust owned 1,471 shares of Common Stock. F3 · balance_after: The reporting person's original Form 4 inadvertently reported the acquisition by the reporting person, directly, of shares of Common Stock and that, following such acquisition, the reporting person directly owned 1,471 shares of Common Stock. As reported in this amendment, however, such acquisition was made by the Stork Trust and, following such acquisition, the Stork Trust owned 1,471 shares of Common Stock. F2 · ownership.nature: Represents shares of Common Stock held by the Stork Trust. The reporting person serves as co-trustee of the Stork Trust. Read SEC document |
| July 03, 2017 Filed May 22, 2019 20:52 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 1,171 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000069 · wf-form4a_155855832706971.xml · nonDerivative · entry 2 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · KS Trust Disclosed balance after: 1,171 F1 · shares: The reporting person's original Form 4 inadvertently omitted reporting the bona fide gift of 1,171 shares of the Company's common stock, $0.01 par value per share ("Common Stock"), held by the reporting person to The Kendall Stork Revocable Living Trust dated June 12, 2017 (the "Stork Trust"). F2 · ownership.nature: Represents shares of Common Stock held by the Stork Trust. The reporting person serves as co-trustee of the Stork Trust. Read SEC document |
| July 03, 2017 Filed May 22, 2019 20:52 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 1,171 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000069 · wf-form4a_155855832706971.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The reporting person's original Form 4 inadvertently omitted reporting the bona fide gift of 1,171 shares of the Company's common stock, $0.01 par value per share ("Common Stock"), held by the reporting person to The Kendall Stork Revocable Living Trust dated June 12, 2017 (the "Stork Trust"). 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: 0000907471-17-000019 · wf-form4_148529416403582.xml · nonDerivative · entry 1 Stork Kendall E · CIK 0001674559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,171 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.