Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATHWARD FINANCIAL, INC.CASH · Entity 4627 | Director · Chief Executive Officer | February 23, 2026 | February 24, 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 February 23, 2026 · Filed February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 78,261 |
Reported balance
After 2026-02-23 transaction · row 1
1 source rowRow 1 · 2026-02-23 · Sale · Disposed 15,641 · Balance 78,261 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $92.20 to $95.57, 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 |
| Common StockSEC Table I · non-derivative | IndirectIRA | 614 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 614 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $92.20 to $95.57, 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
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 |
|---|---|---|---|---|---|---|
| February 23, 2026 Filed Feb 24, 2026 21:50 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 15,641 | $93.88 | $1,468,420.87 |
DisclosureSEC source: 0001768567-26-000002 · wk-form4_1771969829.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,261 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $92.20 to $95.57, 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 |
| December 05, 2025 Filed Dec 9, 2025 21:08 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 2,192 | $74.36 | $162,997.12 |
DisclosureSEC source: 0001768567-25-000011 · wk-form4_1765314485.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,902 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 |
| November 14, 2025 Filed Nov 18, 2025 21:10 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 15,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001768567-25-000009 · wk-form4_1763500210.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,094 F1 · price: Represents an award of Restricted Stock Units ("RSU's") issued under the 2023 Omnibus Incentive Plan. The RSU's may be settled only in shares of common stock (one share per RSU) and will vest in three installments of 33-1/3% on 12/07/2026, 12/07/2027, and 12/07/2028 Read SEC document |
| November 04, 2025 Filed Nov 6, 2025 22:23 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 13,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001768567-25-000007 · wk-form4_1762467820.xml · nonDerivative · entry 2 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,178 F2 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of PSUs. Read SEC document |
| November 04, 2025 Filed Nov 6, 2025 22:23 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 34,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001768567-25-000007 · wk-form4_1762467820.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,840 F1 · shares: Represents common stock received upon vesting on November 4, 2025 of performance share units ("PSUs") granted on November 2, 2022. Each PSU converted into one share of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning October 1, 2022 and ending September 30, 2025 as determined by the Compensation Committee. Read SEC document |
| October 27, 2025 Filed Oct 29, 2025 20:11 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 5,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001768567-25-000005 · wk-form4_1761768692.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,122 F1 · price: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. Read SEC document |
| October 16, 2025 Filed Oct 17, 2025 20:04 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 4,676 | $69.76 | $326,197.76 |
DisclosureSEC source: 0001768567-25-000003 · wk-form4_1760731460.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,074 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 |
| April 25, 2025 Filed Apr 29, 2025 20:16 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 10,365 | $78.07 | $809,195.55 |
DisclosureSEC source: 0000907471-25-000043 · wk-form4_1745957764.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,750 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.98 to $78.07, 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 15, 2024 Filed Nov 19, 2024 22:24 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 16,702 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000143 · wk-form4_1732055035.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,115 F1 · price: Represents an award of Restricted Stock Units ("RSUs") issued under the 2023 Omnibus Incentive Plan. The RSUs may be settled only in shares of common stock (one share per RSU) and will vest in three installments of 33-1/3% on 12/07/2025, 12/07/2026, and 12/07/2027. Read SEC document |
| November 07, 2024 Filed Nov 12, 2024 21:38 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 6,726 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000137 · wk-form4_1731447498.xml · nonDerivative · entry 2 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,413 F2 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of PSUs. Read SEC document |
| November 07, 2024 Filed Nov 12, 2024 21:38 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 17,091 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000137 · wk-form4_1731447498.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,139 F1 · shares: Represents common stock received upon vesting on November 7, 2024 of performance share units ("PSUs") granted on November 2, 2021. Each PSU converted into one share of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning October 1, 2021 and ending September 30, 2024 as determined by the Compensation Committee. Read SEC document |
| October 16, 2024 Filed Oct 18, 2024 20:11 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 2,855 | $74.32 | $212,183.60 |
DisclosureSEC source: 0000907471-24-000109 · wk-form4_1729282284.xml · nonDerivative · entry 2 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,048 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 |
| October 16, 2024 Filed Oct 18, 2024 20:11 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 2,990 | $74.32 | $222,216.80 |
DisclosureSEC source: 0000907471-24-000109 · wk-form4_1729282284.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,903 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 |
| September 30, 2024 Filed Oct 1, 2024 20:09 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,142 | $66.01 | $75,383.42 |
DisclosureSEC source: 0000907471-24-000101 · wk-form4_1727813380.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,893 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 |
| September 11, 2024 Filed Sep 12, 2024 20:37 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000093 · wk-form4_1726173470.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,035 F1 · price: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:08 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 25,414 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000054 · wk-form4_1709676465.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,035 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document |
| February 25, 2024 Filed Feb 28, 2024 22:05 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,028 | $51.10 | $52,530.80 |
DisclosureSEC source: 0000907471-24-000022 · wk-form4_1709157926.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,621 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 |
| December 06, 2023 Filed Dec 7, 2023 21:08 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 10,395 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-23-000146 · wk-form4_1701983304.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,649 F1 · price: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 21:01 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 3,493 | $47.55 | $166,092.15 |
DisclosureSEC source: 0000907471-23-000111 · wk-form4_1697662894.xml · nonDerivative · entry 2 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,044 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 |
| October 16, 2023 Filed Oct 18, 2023 21:01 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 2,116 | $47.55 | $100,615.80 |
DisclosureSEC source: 0000907471-23-000111 · wk-form4_1697662894.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,537 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 |
| September 30, 2023 Filed Oct 3, 2023 20:34 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,845 | $46.09 | $85,036.05 |
DisclosureSEC source: 0000907471-23-000103 · wk-form4_1696365238.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,653 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 |
| February 25, 2023 Filed Feb 27, 2023 21:17 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,621 | $51.07 | $82,784.47 |
DisclosureSEC source: 0000907471-23-000023 · wf-form4_167753263410815.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,498 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 |
| February 02, 2023 Filed Feb 3, 2023 21:34 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 10,000 | $51.67 | $516,700.00 |
DisclosureSEC source: 0000907471-23-000013 · wf-form4_167546007834366.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,119 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 multiple transactions at prices ranging from $51.24 to $52.01, 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 |
| December 09, 2022 Filed Dec 14, 2022 22:30 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000164 · wf-form4_167105699441774.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,119 F1 · price: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. Read SEC document |
| November 02, 2022 Filed Nov 4, 2022 20:29 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 26,623 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000141 · wf-form4_166759377662754.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,119 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 16, 2022 Filed Oct 18, 2022 20:18 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 2,116 | $37.55 | $79,455.80 |
DisclosureSEC source: 0000907471-22-000124 · wf-form4_166612426626009.xml · nonDerivative · entry 3 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,496 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 |
| October 16, 2022 Filed Oct 18, 2022 20:18 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 476 | $37.55 | $17,873.80 |
DisclosureSEC source: 0000907471-22-000124 · wf-form4_166612426626009.xml · nonDerivative · entry 2 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,612 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 |
| October 15, 2022 Filed Oct 18, 2022 20:18 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 787 | $37.55 | $29,551.85 |
DisclosureSEC source: 0000907471-22-000124 · wf-form4_166612426626009.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,088 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 |
| August 01, 2022 Filed Aug 2, 2022 15:48 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | PurchaseCommon Stock | 2,500 | $33.16 | $82,900.00 |
DisclosureSEC source: 0000907471-22-000080 · wf-form4_165945527439143.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,875 Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 20:11 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | PurchaseCommon Stock | 2,500 | $40.00 | $100,000.00 |
DisclosureSEC source: 0000907471-22-000068 · wf-form4_165705186687961.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,375 F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| June 14, 2022 Filed Jun 15, 2022 20:38 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | PurchaseCommon Stock | 2,500 | $37.25 | $93,125.00 |
DisclosureSEC source: 0000907471-22-000066 · wf-form4_165532548226389.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,875 Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 21:55 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,610 | $55.23 | $88,920.30 |
DisclosureSEC source: 0000907471-22-000047 · wf-form4_164617172967639.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,375 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 |
| December 14, 2021 Filed Dec 15, 2021 21:46 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 1,343 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000146 · wf-form4_163960477878447.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,985 F1 · price: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 21:31 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,310 | $57.77 | $75,678.70 |
DisclosureSEC source: 0000907471-21-000125 · wf-form4_163606149256614.xml · nonDerivative · entry 3 Pharr Brett L. · CIK 0001768567 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,328 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 |
| November 02, 2021 Filed Nov 4, 2021 21:31 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 16,133 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000125 · wf-form4_163606149256614.xml · nonDerivative · entry 2 Pharr Brett L. · CIK 0001768567 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,638 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 21:31 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 14,064 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000125 · wf-form4_163606149256614.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,505 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 16, 2021 Filed Oct 19, 2021 20:17 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 295 | $60.75 | $17,921.25 |
DisclosureSEC source: 0000907471-21-000106 · wf-form4_163467461190580.xml · nonDerivative · entry 3 Pharr Brett L. · CIK 0001768567 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,441 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 |
| October 16, 2021 Filed Oct 19, 2021 20:17 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 260 | $60.75 | $15,795.00 |
DisclosureSEC source: 0000907471-21-000106 · wf-form4_163467461190580.xml · nonDerivative · entry 2 Pharr Brett L. · CIK 0001768567 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,736 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 |
| October 15, 2021 Filed Oct 19, 2021 20:17 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 487 | $60.75 | $29,585.25 |
DisclosureSEC source: 0000907471-21-000106 · wf-form4_163467461190580.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,996 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 |
| March 10, 2021 Filed Mar 12, 2021 21:40 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 2,343 | $46.29 | $108,457.47 |
DisclosureSEC source: 0000907471-21-000048 · wf-form4_161558520679130.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Co-Pres & Chief Oper Off of MB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,483 F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 22:09 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,657 | $44.09 | $73,057.13 |
DisclosureSEC source: 0000907471-21-000044 · wf-form4_161463650731783.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Co-Pres & Chief Oper Off of MB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,826 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 |
| February 23, 2021 Filed Feb 25, 2021 21:50 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 685 | $45.05 | $30,859.25 |
DisclosureSEC source: 0000907471-21-000032 · wf-form4_161428978442369.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Co-Pres & Chief Oper Off of MB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,483 F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| January 06, 2021 Filed Jan 7, 2021 22:00 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 2,400 | $40.01 | $96,024.00 |
DisclosureSEC source: 0000907471-21-000003 · wf-form4_161005679246725.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Co-Pres & Chief Oper Off of MB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,168 F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| December 28, 2020 Filed Dec 29, 2020 22:38 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 2,500 | $36.92 | $92,300.00 |
DisclosureSEC source: 0000907471-20-000202 · wf-form4_160928151760654.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Co-Pres & Chief Oper Off of MB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,568 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 multiple transactions at prices ranging from $36.66 to $37.24, 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 |
| November 06, 2020 Filed Nov 10, 2020 22:10 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 477 | $29.29 | $13,971.33 |
DisclosureSEC source: 0000907471-20-000165 · wf-form4_160504619887110.xml · nonDerivative · entry 2 Pharr Brett L. · CIK 0001768567 · Co-Pres & Chief Oper Off of MB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,068 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 |
| November 06, 2020 Filed Nov 10, 2020 22:10 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000165 · wf-form4_160504619887110.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Co-Pres & Chief Oper Off of MB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,545 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 16, 2020 Filed Oct 19, 2020 20:39 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 420 | $23.21 | $9,748.20 |
DisclosureSEC source: 0000907471-20-000124 · wf-form4_160313995755514.xml · nonDerivative · entry 2 Pharr Brett L. · CIK 0001768567 · Co-Pres & Chief Oper Off of MB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,915 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 |
| October 15, 2020 Filed Oct 19, 2020 20:39 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 787 | $22.81 | $17,951.47 |
DisclosureSEC source: 0000907471-20-000124 · wf-form4_160313995755514.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Co-Pres & Chief Oper Off of MB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,335 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 |
| June 23, 2020 Filed Jun 25, 2020 21:05 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000068 · wf-form4_159311911540195.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · Co-Pres & Chief Oper Off of MB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,122 Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 21:15 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,653 | $36.06 | $59,607.18 |
DisclosureSEC source: 0000907471-20-000022 · wf-form4_158283809821586.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · EVP & Group Head of Governance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,122 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.