Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATHWARD FINANCIAL, INC.CASH · Entity 4627 | Chief Legal and Admin 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.
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 | 11,556 |
Reported balance
After 2025-12-05 transaction · row 1
1 source rowRow 1 · 2025-12-05 · Tax withholding · Disposed 353 · Balance 11,556 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.
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 | 353 | $74.36 | $26,249.08 |
DisclosureSEC source: 0001904328-25-000012 · wk-form4_1765314584.xml · nonDerivative · entry 1 Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,556 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 | 2,261 | $0.00 | $0.00 |
DisclosureSEC source: 0001904328-25-000010 · wk-form4_1763500275.xml · nonDerivative · entry 1 Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,909 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 22:25 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,425 | $0.00 | $0.00 |
DisclosureSEC source: 0001904328-25-000008 · wk-form4_1762467902.xml · nonDerivative · entry 2 Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,648 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 22:25 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 4,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001904328-25-000008 · wk-form4_1762467902.xml · nonDerivative · entry 1 Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,073 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 30, 2025 20:07 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 5,000 | $71.46 | $357,300.00 |
DisclosureSEC source: 0001904328-25-000006 · wk-form4_1761854823.xml · nonDerivative · entry 1 Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,528 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.38 to $71.62, 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 20:06 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,054 | $69.76 | $73,527.04 |
DisclosureSEC source: 0001904328-25-000004 · wk-form4_1760731575.xml · nonDerivative · entry 1 Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,528 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 | 2,373 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000153 · wk-form4_1732055380.xml · nonDerivative · entry 1 Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,582 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 21:37 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 553 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000135 · wk-form4_1731447424.xml · nonDerivative · entry 2 Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,209 F2 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting PSUs. Read SEC document |
| November 07, 2024 Filed Nov 12, 2024 21:37 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,763 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000135 · wk-form4_1731447424.xml · nonDerivative · entry 1 Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,762 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 20:15 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 380 | $74.32 | $28,241.60 |
DisclosureSEC source: 0000907471-24-000116 · wk-form4_1729282512.xml · nonDerivative · entry 3 Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,999 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 20:15 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 366 | $74.32 | $27,201.12 |
DisclosureSEC source: 0000907471-24-000116 · wk-form4_1729282512.xml · nonDerivative · entry 2 Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,379 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 20:15 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 308 | $74.32 | $22,890.56 |
DisclosureSEC source: 0000907471-24-000116 · wk-form4_1729282512.xml · nonDerivative · entry 1 Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,745 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 20:18 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 225 | $66.01 | $14,852.25 |
DisclosureSEC source: 0000907471-24-000103 · wk-form4_1727813906.xml · nonDerivative · entry 1 Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,053 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 22:13 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 3,631 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000060 · wk-form4_1709676782.xml · nonDerivative · entry 1 Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,278 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 21:17 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 541 | $47.55 | $25,724.55 |
DisclosureSEC source: 0000907471-23-000122 · wk-form4_1697663827.xml · nonDerivative · entry 2 Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,647 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 21:17 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 455 | $47.55 | $21,635.25 |
DisclosureSEC source: 0000907471-23-000122 · wk-form4_1697663827.xml · nonDerivative · entry 1 Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,188 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 20:37 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 225 | $46.09 | $10,370.25 |
DisclosureSEC source: 0000907471-23-000107 · wk-form4_1696365466.xml · nonDerivative · entry 1 Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,643 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 16, 2023 Filed Mar 16, 2023 16:16 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | PurchaseCommon Stock | 200 | $42.57 | $8,514.00 |
DisclosureSEC source: 0000907471-23-000051 · wf-form4_167898340261935.xml · nonDerivative · entry 1 Dombrowski Nadia · CIK 0001904328 · Chief Legal and Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,868 Read SEC document |
| November 02, 2022 Filed Nov 4, 2022 20:41 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 3,499 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000151 · wf-form4_166759448473825.xml · nonDerivative · entry 1 Dombrowski Nadia · CIK 0001904328 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,668 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 20:39 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 226 | $32.96 | $7,448.96 |
DisclosureSEC source: 0000907471-22-000113 · wf-form4_166491594320189.xml · nonDerivative · entry 1 Dombrowski Nadia · CIK 0001904328 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,169 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 |
| July 28, 2022 Filed Aug 1, 2022 21:47 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,942 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000078 · wf-form4_165939043402310.xml · nonDerivative · entry 1 Dombrowski Nadia · CIK 0001904328 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,395 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| January 06, 2022 Filed Jan 12, 2022 22:09 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-000965 · form4.xml · nonDerivative · entry 1 Dombrowski Nadia · CIK 0001904328 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,937 F1 · kind: 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.