Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Metropolitan Bank Holding Corp.MCB · Entity 4894 | EVP and CFO | March 17, 2023 | March 17, 2023 |
| PATHWARD FINANCIAL, INC.CASH · Entity 4627 | Chief Financial Officer | December 05, 2025 | December 09, 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.
Metropolitan Bank Holding Corp.
Report date March 17, 2023 · Filed March 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,842 |
Reported balance
After 2023-03-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-03-17 · Purchase · Acquired 1,000 · Balance 13,842 F1: Includes restricted stock units granted on February 24, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022. F2: Includes restricted stock units granted on February 23, 2022 that vest at a rate of 33.3% per year commencing on March 1, 2023. F3: Includes restricted stock units granted on March 1, 2023 that vest at a rate of 33.3% per year commencing on March 1, 2024. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 1,600 |
Reported balance
Holding disclosure · report date 2023-03-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,600 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock units granted on February 24, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022.
F2: Includes restricted stock units granted on February 23, 2022 that vest at a rate of 33.3% per year commencing on March 1, 2023.
F3: Includes restricted stock units granted on March 1, 2023 that vest at a rate of 33.3% per year commencing on March 1, 2024.
PATHWARD FINANCIAL, INC.
Report date December 05, 2025 · Filed December 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,776 |
Reported balance
After 2025-12-05 transaction · row 1
1 source rowRow 1 · 2025-12-05 · Tax withholding · Disposed 737 · Balance 17,776 F1: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
COLUMBIA BANKING SYSTEM, INC.
Report date February 28, 2020 · Filed March 03, 2020
Section 16 reporting ended · disclosed 2020-03-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 8,126 |
Reported balance
After 2020-02-28 transaction · row 1
1 source rowRow 1 · 2020-02-28 · Tax withholding · Disposed 141 · Balance 8,126 |
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 05, 2025 Filed Dec 9, 2025 21:09 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 737 | $74.36 | $54,803.32 |
DisclosureSEC source: 0001740361-25-000008 · wk-form4_1765314574.xml · nonDerivative · entry 1 Sigrist Greg · CIK 0001740361 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,776 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 21:11 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 5,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001740361-25-000005 · wk-form4_1763500304.xml · nonDerivative · entry 1 Sigrist Greg · CIK 0001740361 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,513 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 |
| October 16, 2025 Filed Oct 17, 2025 20:03 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,724 | $69.76 | $120,266.24 |
DisclosureSEC source: 0001740361-25-000003 · wk-form4_1760731431.xml · nonDerivative · entry 1 Sigrist Greg · CIK 0001740361 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,345 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 22:29 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 5,425 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000151 · wk-form4_1732055339.xml · nonDerivative · entry 1 Sigrist Greg · CIK 0001740361 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,069 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 08, 2024 Filed Nov 12, 2024 21:45 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 2,250 | $80.60 | $181,350.00 |
DisclosureSEC source: 0000907471-24-000139 · wk-form4_1731447948.xml · nonDerivative · entry 1 Sigrist Greg · CIK 0001740361 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,644 Read SEC document |
| October 16, 2024 Filed Oct 18, 2024 20:17 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 387 | $74.32 | $28,761.84 |
DisclosureSEC source: 0000907471-24-000119 · wk-form4_1729282624.xml · nonDerivative · entry 2 Sigrist Greg · CIK 0001740361 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,894 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 |
| October 16, 2024 Filed Oct 18, 2024 20:17 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 858 | $74.32 | $63,766.56 |
DisclosureSEC source: 0000907471-24-000119 · wk-form4_1729282624.xml · nonDerivative · entry 1 Sigrist Greg · CIK 0001740361 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,281 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 01, 2024 Filed Mar 5, 2024 22:11 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 13,139 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000058 · wk-form4_1709676690.xml · nonDerivative · entry 1 Sigrist Greg · CIK 0001740361 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,139 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document |
| March 17, 2023 Filed Mar 17, 2023 17:05 UTC | Metropolitan Bank Holding Corp. MCB · Entity 4894 | PurchaseCommon Stock | 1,000 | $35.97 | $35,970.00 |
DisclosureSEC source: 0001567619-23-005230 · doc1.xml · nonDerivative · entry 1 Sigrist Greg · CIK 0001740361 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,842 F1 · balance_after: Includes restricted stock units granted on February 24, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022. F2 · balance_after: Includes restricted stock units granted on February 23, 2022 that vest at a rate of 33.3% per year commencing on March 1, 2023. F3 · balance_after: Includes restricted stock units granted on March 1, 2023 that vest at a rate of 33.3% per year commencing on March 1, 2024. Read SEC document |
| March 01, 2023 Filed Mar 4, 2023 00:40 UTC | Metropolitan Bank Holding Corp. MCB · Entity 4894 | Tax withholdingCommon Stock | 1,162 | $55.91 | $64,967.42 |
DisclosureSEC source: 0001567619-23-004456 · doc1.xml · nonDerivative · entry 2 Sigrist Greg · CIK 0001740361 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,842 F1 · balance_after: Includes restricted stock units granted on February 24, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022. F2 · balance_after: Includes restricted stock units granted on February 23, 2022 that vest at a rate of 33.3% per year commencing on March 1, 2023. Read SEC document |
| March 01, 2023 Filed Mar 4, 2023 00:40 UTC | Metropolitan Bank Holding Corp. MCB · Entity 4894 | GrantCommon Stock | 6,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-004456 · doc1.xml · nonDerivative · entry 1 Sigrist Greg · CIK 0001740361 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,004 F3 · shares: Restricted stock units granted on March 1, 2023 that vest at a rate of 33.3% per year commencing on March 1, 2024. F1 · balance_after: Includes restricted stock units granted on February 24, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022. F2 · balance_after: Includes restricted stock units granted on February 23, 2022 that vest at a rate of 33.3% per year commencing on March 1, 2023. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 20:47 UTC | Metropolitan Bank Holding Corp. MCB · Entity 4894 | Tax withholdingCommon Stock | 443 | $96.35 | $42,683.05 |
DisclosureSEC source: 0001567619-22-006218 · doc1.xml · nonDerivative · entry 1 Sigrist Greg · CIK 0001740361 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,726 F1 · balance_after: Includes restricted stock units granted on February 24, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022. F2 · balance_after: Includes restricted stock units granted on February 23, 2022 that vest at a rate of 33.3% per year commencing on March 1, 2023. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 16:08 UTC | Metropolitan Bank Holding Corp. MCB · Entity 4894 | GrantCommon Stock | 3,829 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-005560 · doc1.xml · nonDerivative · entry 1 Sigrist Greg · CIK 0001740361 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,169 F2 · shares: Restricted stock units granted on February 23, 2022 that vest at a rate of 33.3% per year commencing on March 1, 2023. F1 · balance_after: Includes restricted stock units granted on February 24, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022. Read SEC document |
| June 18, 2021 Filed Jun 21, 2021 15:58 UTC | Metropolitan Bank Holding Corp. MCB · Entity 4894 | PurchaseCommon Stock | 1,600 | $61.35 | $98,163.36 |
DisclosureSEC source: 0001567619-21-012401 · doc1.xml · nonDerivative · entry 1 Sigrist Greg · CIK 0001740361 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,600 Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 20:09 UTC | Metropolitan Bank Holding Corp. MCB · Entity 4894 | GrantCommon Stock | 4,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004889 · doc1.xml · nonDerivative · entry 1 Sigrist Greg · CIK 0001740361 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,340 F1 · shares: Restricted stock units granted on February 23, 2021 that vest at a rate of 33.3% per year commencing on March 1, 2022. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 23:57 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon | 141 | $33.20 | $4,681.20 |
DisclosureSEC source: 0000887343-20-000102 · wf-form4_158327986022601.xml · nonDerivative · entry 1 Sigrist Greg · CIK 0001740361 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,126 Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 19:20 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon | 3,397 | $32.01 | $108,737.97 |
DisclosureSEC source: 0000887343-19-000078 · wf-form4_155388720088781.xml · nonDerivative · entry 1 Sigrist Greg · CIK 0001740361 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,267 F1 · shares: Restricted Stock Award Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 16:24 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon | 2,500 | $31.04 | $77,600.00 |
DisclosureSEC source: 0000887343-19-000053 · wf-form4_155361747852583.xml · nonDerivative · entry 1 Sigrist Greg · CIK 0001740361 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,870 F1 · shares: Restricted Stock Award Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 20:44 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon | 2,370 | $43.61 | $103,355.70 |
DisclosureSEC source: 0000887343-18-000095 · wf-form4_152831787778382.xml · nonDerivative · entry 1 Sigrist Greg · CIK 0001740361 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,370 F1 · shares: Restricted Stock Award 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.