Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATHWARD FINANCIAL, INC.CASH · Entity 4627 | President | December 16, 2025 | December 17, 2025 |
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 December 16, 2025 · Filed December 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,316 |
Reported balance
After 2025-12-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-16 · Gift · Disposed 650 · Balance 35,316 F1: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. F2: Reflects the transfer of 3,000 shares pursuant to a court-issued qualified domestic relations order. |
Filing footnotes · ownership attribution and instrument terms
F1: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration.
F2: Reflects the transfer of 3,000 shares pursuant to a court-issued qualified domestic relations order.
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 |
|---|---|---|---|---|---|---|
| December 16, 2025 Filed Dec 17, 2025 21:29 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001789109-25-000014 · wk-form4_1766006936.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,316 F1 · kind: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. F2 · balance_after: Reflects the transfer of 3,000 shares pursuant to a court-issued qualified domestic relations order. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 21:08 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 776 | $74.36 | $57,703.36 |
DisclosureSEC source: 0001789109-25-000012 · wk-form4_1765314519.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,966 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 21:12 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 5,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001789109-25-000010 · wk-form4_1763500355.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,742 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 22:24 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 4,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001789109-25-000008 · wk-form4_1762467844.xml · nonDerivative · entry 2 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,379 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 22:24 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 13,612 | $0.00 | $0.00 |
DisclosureSEC source: 0001789109-25-000008 · wk-form4_1762467844.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,767 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 24, 2025 Filed Oct 27, 2025 20:10 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 11,500 | $71.55 | $822,825.00 |
DisclosureSEC source: 0001789109-25-000006 · wk-form4_1761595799.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,155 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.20 to $71.77, 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 |
| October 16, 2025 Filed Oct 17, 2025 20:04 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,685 | $69.76 | $117,545.60 |
DisclosureSEC source: 0001789109-25-000004 · wk-form4_1760731487.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,655 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 15, 2024 Filed Nov 19, 2024 22:27 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 5,626 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000147 · wk-form4_1732055254.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,340 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 21:35 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 2,843 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000133 · wk-form4_1731447309.xml · nonDerivative · entry 2 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,714 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 21:35 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 8,414 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000133 · wk-form4_1731447309.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,557 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 20:13 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 757 | $74.32 | $56,260.24 |
DisclosureSEC source: 0000907471-24-000112 · wk-form4_1729282398.xml · nonDerivative · entry 3 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,143 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 20:13 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 927 | $74.32 | $68,894.64 |
DisclosureSEC source: 0000907471-24-000112 · wk-form4_1729282398.xml · nonDerivative · entry 2 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,900 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 20:13 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 264 | $74.32 | $19,620.48 |
DisclosureSEC source: 0000907471-24-000112 · wk-form4_1729282398.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,827 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 20:21 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 955 | $66.01 | $63,039.55 |
DisclosureSEC source: 0000907471-24-000107 · wk-form4_1727814074.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,091 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 13, 2024 Filed Sep 16, 2024 20:41 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 3,100 | $66.40 | $205,840.00 |
DisclosureSEC source: 0000907471-24-000097 · wk-form4_1726519288.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,046 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.89 to $66.69, 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 15, 2024 Filed Mar 18, 2024 21:38 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 1,000 | $47.50 | $47,500.00 |
DisclosureSEC source: 0000907471-24-000066 · wk-form4_1710797863.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,146 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:09 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 8,618 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000056 · wk-form4_1709676562.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,146 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document |
| December 26, 2023 Filed Dec 28, 2023 21:16 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-23-000150 · wk-form4_1703798168.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,528 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 21:06 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,454 | $47.55 | $69,137.70 |
DisclosureSEC source: 0000907471-23-000113 · wk-form4_1697663153.xml · nonDerivative · entry 3 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,963 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 21:06 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 873 | $47.55 | $41,511.15 |
DisclosureSEC source: 0000907471-23-000113 · wk-form4_1697663153.xml · nonDerivative · entry 2 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,417 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 21:06 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 414 | $47.55 | $19,685.70 |
DisclosureSEC source: 0000907471-23-000113 · wk-form4_1697663153.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,290 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 20:33 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 955 | $46.09 | $44,015.95 |
DisclosureSEC source: 0000907471-23-000101 · wk-form4_1696365162.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,704 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 23, 2023 Filed Sep 26, 2023 20:24 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 827 | $45.91 | $37,967.57 |
DisclosureSEC source: 0000907471-23-000099 · wk-form4_1695759878.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,659 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 |
| January 17, 2023 Filed Jan 18, 2023 22:02 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 2,500 | $46.60 | $116,500.00 |
DisclosureSEC source: 0000907471-23-000002 · wf-form4_167407930974737.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,486 F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| December 06, 2022 Filed Dec 9, 2022 21:21 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000159 · wf-form4_167062084841379.xml · nonDerivative · entry 3 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,986 F1 · price: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. Read SEC document |
| December 06, 2022 Filed Dec 9, 2022 21:21 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 175 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000159 · wf-form4_167062084841379.xml · nonDerivative · entry 2 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,286 F1 · price: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. Read SEC document |
| December 06, 2022 Filed Dec 9, 2022 21:21 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000159 · wf-form4_167062084841379.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,461 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 20:33 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 10,548 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000143 · wf-form4_166759396831495.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,711 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 16, 2022 Filed Oct 18, 2022 20:20 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 939 | $37.55 | $35,259.45 |
DisclosureSEC source: 0000907471-22-000126 · wf-form4_166612438476848.xml · nonDerivative · entry 4 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,163 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 20:20 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 445 | $37.55 | $16,709.75 |
DisclosureSEC source: 0000907471-22-000126 · wf-form4_166612438476848.xml · nonDerivative · entry 3 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,102 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 20:20 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 432 | $37.55 | $16,221.60 |
DisclosureSEC source: 0000907471-22-000126 · wf-form4_166612438476848.xml · nonDerivative · entry 2 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,547 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 20:20 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 889 | $37.55 | $33,381.95 |
DisclosureSEC source: 0000907471-22-000126 · wf-form4_166612438476848.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,979 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, 2022 Filed Oct 4, 2022 20:50 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,026 | $32.96 | $33,816.96 |
DisclosureSEC source: 0000907471-22-000117 · wf-form4_166491660641176.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,868 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 23, 2022 Filed Sep 27, 2022 21:36 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 889 | $32.20 | $28,625.80 |
DisclosureSEC source: 0000907471-22-000107 · wf-form4_166431459797781.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,894 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 |
| January 18, 2022 Filed Jan 26, 2022 21:37 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000007 · wf-form4a_164323305601038.xml · nonDerivative · entry 2 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,783 F1 · price: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. Read SEC document |
| December 17, 2021 Filed Dec 22, 2021 21:33 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000152 · wf-form4_164020880023567.xml · nonDerivative · entry 2 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,775 F1 · price: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. Read SEC document |
| December 13, 2021 Filed Dec 22, 2021 21:33 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000152 · wf-form4_164020880023567.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,953 F1 · price: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. Read SEC document |
| December 13, 2021 Filed Jan 26, 2022 21:37 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000007 · wf-form4a_164323305601038.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,953 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 21:30 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 623 | $57.77 | $35,990.71 |
DisclosureSEC source: 0000907471-21-000123 · wf-form4_163606141649746.xml · nonDerivative · entry 3 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,131 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 21:30 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 6,336 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000123 · wf-form4_163606141649746.xml · nonDerivative · entry 2 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,754 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 21:30 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 6,924 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000123 · wf-form4_163606141649746.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,418 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 16, 2021 Filed Oct 19, 2021 20:15 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 295 | $60.75 | $17,921.25 |
DisclosureSEC source: 0000907471-21-000104 · wf-form4_163467450856704.xml · nonDerivative · entry 3 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,494 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 20:15 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 287 | $60.75 | $17,435.25 |
DisclosureSEC source: 0000907471-21-000104 · wf-form4_163467450856704.xml · nonDerivative · entry 2 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,789 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 20:15 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 589 | $60.75 | $35,781.75 |
DisclosureSEC source: 0000907471-21-000104 · wf-form4_163467450856704.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,076 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 23, 2021 Filed Sep 24, 2021 21:51 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 589 | $51.69 | $30,445.41 |
DisclosureSEC source: 0000907471-21-000088 · wf-form4_163252029025619.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · EVP Chief Legal&Comp, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,665 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 12, 2021 Filed Mar 16, 2021 20:37 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 1,700 | $46.18 | $78,506.00 |
DisclosureSEC source: 0000907471-21-000050 · wf-form4_161592704315817.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · EVP Chief Legal&Comp, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,604 F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| January 20, 2021 Filed Jan 21, 2021 22:11 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000011 · wf-form4_161126704613241.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · EVP Chief Legal&Comp, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,304 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| December 16, 2020 Filed May 27, 2021 20:20 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000075 · wf-form4_162214677155375.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · EVP Chief Legal&Comp, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,254 F1 · shares: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. Read SEC document |
| November 06, 2020 Filed Nov 10, 2020 22:07 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 433 | $29.29 | $12,682.57 |
DisclosureSEC source: 0000907471-20-000163 · wf-form4_160504605563524.xml · nonDerivative · entry 2 Sharett Anthony M. · CIK 0001789109 · EVP Chief Legal&Comp, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,304 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 22:07 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000163 · wf-form4_160504605563524.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · EVP Chief Legal&Comp, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,737 F1 · shares: 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.