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 |
|---|---|---|---|---|---|---|
| October 15, 2020 Filed Oct 19, 2020 20:38 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 589 | $22.81 | $13,435.09 |
DisclosureSEC source: 0000907471-20-000122 · wf-form4_160313987950538.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: 12,822 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, 2020 Filed Sep 25, 2020 21:18 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 589 | $18.41 | $10,843.49 |
DisclosureSEC source: 0000907471-20-000102 · wf-form4_160106870908526.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · EVP, Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,411 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 21:08 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000070 · wf-form4_159311931945455.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · EVP, Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 Read SEC document |
| September 23, 2019 Filed Sep 25, 2019 20:46 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-024253 · doc4.xml · nonDerivative · entry 1 Sharett Anthony M. · CIK 0001789109 · EVP, Gen. Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 F1 · shares: All 8,000 shares are restricted stock granted to the reporting person, which shares of restricted stock are scheduled to vest in four equal installments on each of September 23, 2020, September 23, 2021, September 23, 2022 and September 23, 2023. 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.