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 |
|---|---|---|---|---|---|---|
| November 19, 2019 Filed Nov 21, 2019 22:35 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 420 | $33.20 | $13,944.00 |
DisclosureSEC source: 0000907471-19-000162 · wf-form4_157437570235604.xml · nonDerivative · entry 2 Pharr Brett L. · CIK 0001768567 · EVP & Group Head of Governance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,775 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 19, 2019 Filed Nov 21, 2019 22:35 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 3,195 | $33.20 | $106,074.00 |
DisclosureSEC source: 0000907471-19-000162 · wf-form4_157437570235604.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · EVP & Group Head of Governance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,195 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 11:08 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-004943 · doc4.xml · nonDerivative · entry 1 Pharr Brett L. · CIK 0001768567 · EVP & Group Head of Governance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · shares: All of which 20,000 shares are restricted stock granted to the reporting person, which shares of restricted stock are scheduled to vest in five equal installments on each of February 25, 2020, February 25, 2021, February 25, 2022, February 25, 2023 and February 25, 2024. 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.