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 | 30,499 |
Reported balance
After 2026-09-04 transaction · row 1
1 source rowRow 1 · 2026-09-04 · Grant · Acquired 400 · Balance 30,499 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: 0001207365-26-000006 · wk-form4_1788899059.xml · nonDerivative · entry 1 SHULMAN BECKY S · CIK 0001207365 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,499 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 21:15 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001207365-26-000004 · wk-form4_1772054129.xml · nonDerivative · entry 1 SHULMAN BECKY S · CIK 0001207365 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,099 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document |
| February 25, 2025 Filed Feb 28, 2025 21:21 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,950 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-25-000032 · wk-form4_1740777677.xml · nonDerivative · entry 1 SHULMAN BECKY S · CIK 0001207365 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,449 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:43 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,950 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000042 · wk-form4_1709674969.xml · nonDerivative · entry 1 SHULMAN BECKY S · CIK 0001207365 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,499 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 21:25 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,950 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000034 · wk-form4_1709241899.xml · nonDerivative · entry 1 SHULMAN BECKY S · CIK 0001207365 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,549 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 21:38 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,950 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-23-000041 · wf-form4_167770670152874.xml · nonDerivative · entry 1 SHULMAN BECKY S · CIK 0001207365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,549 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:42 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000045 · wf-form4_164582530869482.xml · nonDerivative · entry 1 SHULMAN BECKY S · CIK 0001207365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,599 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 21:47 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000030 · wf-form4_161428965014797.xml · nonDerivative · entry 1 SHULMAN BECKY S · CIK 0001207365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,799 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 21:39 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 3,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000036 · wf-form4_158283956117313.xml · nonDerivative · entry 1 SHULMAN BECKY S · CIK 0001207365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,099 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 21:41 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 5,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000017 · wf-form4_154905727605057.xml · nonDerivative · entry 1 SHULMAN BECKY S · CIK 0001207365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,749 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 22, 2018 Filed Jan 24, 2018 22:33 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-18-000015 · wf-form4_151683318605063.xml · nonDerivative · entry 1 SHULMAN BECKY S · CIK 0001207365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,233 F1 · kind: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| January 23, 2017 Filed Jan 24, 2017 21:43 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-17-000020 · wf-form4_148529417944864.xml · nonDerivative · entry 1 SHULMAN BECKY S · CIK 0001207365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 933 F1 · kind: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 20:36 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 183 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-081408 · doc1.xml · nonDerivative · entry 1 SHULMAN BECKY S · CIK 0001207365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183 F1 · shares: Award granted 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.