Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATHWARD FINANCIAL, INC.CASH · Entity 4627 | SVP, Chief Accounting 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 | 7,234 |
Reported balance
After 2025-12-05 transaction · row 1
1 source rowRow 1 · 2025-12-05 · Tax withholding · Disposed 221 · Balance 7,234 F1: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock. |
| Common StockSEC Table I · non-derivative | IndirectParents | 800 |
Reported balance
Holding disclosure · report date 2025-12-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 800 |
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 21:10 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 221 | $74.36 | $16,433.56 |
DisclosureSEC source: 0001847591-25-000008 · wk-form4_1765314620.xml · nonDerivative · entry 1 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,234 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 21:10 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001847591-25-000006 · wk-form4_1763500244.xml · nonDerivative · entry 2 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,455 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 14, 2025 Filed Nov 18, 2025 21:10 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001847591-25-000006 · wk-form4_1763500244.xml · nonDerivative · entry 1 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,705 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 20:07 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 248 | $69.76 | $17,300.48 |
DisclosureSEC source: 0001847591-25-000004 · wk-form4_1760731617.xml · nonDerivative · entry 1 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,771 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 |
| April 25, 2025 Filed Apr 29, 2025 20:17 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 1,667 | $77.97 | $129,975.99 |
DisclosureSEC source: 0000907471-25-000045 · wk-form4_1745957870.xml · nonDerivative · entry 1 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,019 Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 22:26 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,078 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000145 · wk-form4_1732055206.xml · nonDerivative · entry 1 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,086 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 15, 2024 Filed Jan 6, 2025 21:06 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-25-000002 · wk-form4a_1736197548.xml · nonDerivative · entry 2 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,686 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 12/07/2025, 12/07/2026, and 12/07/2027 Read SEC document |
| November 15, 2024 Filed Jan 6, 2025 21:06 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,078 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-25-000002 · wk-form4a_1736197548.xml · nonDerivative · entry 1 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,086 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 12/07/2025, 12/07/2026, and 12/07/2027 Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:05 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 1,556 | $79.15 | $123,157.40 |
DisclosureSEC source: 0000907471-24-000129 · wk-form4_1731099908.xml · nonDerivative · entry 1 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,008 Read SEC document |
| October 16, 2024 Filed Oct 18, 2024 20:16 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 154 | $74.32 | $11,445.28 |
DisclosureSEC source: 0000907471-24-000118 · wk-form4_1729282579.xml · nonDerivative · entry 2 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,564 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 20:16 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 178 | $74.32 | $13,228.96 |
DisclosureSEC source: 0000907471-24-000118 · wk-form4_1729282579.xml · nonDerivative · entry 1 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,718 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 22:16 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 187 | $50.15 | $9,378.05 |
DisclosureSEC source: 0000907471-24-000064 · wk-form4_1709676961.xml · nonDerivative · entry 2 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,896 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 |
| March 01, 2024 Filed Mar 5, 2024 22:16 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,887 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-24-000064 · wk-form4_1709676961.xml · nonDerivative · entry 1 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,083 F1 · shares: Award pursuant to the Company's 2023 Omnibus Incentive Plan. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:12 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 178 | $50.45 | $8,980.10 |
DisclosureSEC source: 0000907471-24-000005 · wk-form4_1707167524.xml · nonDerivative · entry 1 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,196 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 21:14 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 178 | $47.55 | $8,463.90 |
DisclosureSEC source: 0000907471-23-000120 · wk-form4_1697663683.xml · nonDerivative · entry 2 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,374 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 21:14 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 112 | $47.55 | $5,325.60 |
DisclosureSEC source: 0000907471-23-000120 · wk-form4_1697663683.xml · nonDerivative · entry 1 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,552 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 |
| May 01, 2023 Filed May 2, 2023 20:07 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | OtherCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-23-000062 · wk-form4_1683058055.xml · nonDerivative · entry 1 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,664 Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:32 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 178 | $50.88 | $9,056.64 |
DisclosureSEC source: 0000907471-23-000011 · wf-form4_167545992066963.xml · nonDerivative · entry 1 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,314 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 20:31 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 112 | $37.55 | $4,205.60 |
DisclosureSEC source: 0000907471-22-000134 · wf-form4_166612502707757.xml · nonDerivative · entry 2 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,492 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 20:31 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 81 | $37.55 | $3,041.55 |
DisclosureSEC source: 0000907471-22-000134 · wf-form4_166612502707757.xml · nonDerivative · entry 1 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,604 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 10, 2022 Filed Oct 12, 2022 21:46 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 178 | $34.36 | $6,116.08 |
DisclosureSEC source: 0000907471-22-000121 · wf-form4_166561117760674.xml · nonDerivative · entry 2 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,685 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 |
| October 10, 2022 Filed Oct 12, 2022 21:46 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,183 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000121 · wf-form4_166561117760674.xml · nonDerivative · entry 1 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,863 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| February 01, 2022 Filed Feb 14, 2022 21:59 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 178 | $61.58 | $10,961.24 |
DisclosureSEC source: 0000907471-22-000017 · wf-form4_164487591037672.xml · nonDerivative · entry 1 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,680 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 20:22 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 81 | $60.75 | $4,920.75 |
DisclosureSEC source: 0000907471-21-000112 · wf-form4_163467494046883.xml · nonDerivative · entry 2 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,858 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 20:22 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 69 | $60.75 | $4,191.75 |
DisclosureSEC source: 0000907471-21-000112 · wf-form4_163467494046883.xml · nonDerivative · entry 1 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,939 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 11, 2021 Filed Oct 13, 2021 20:17 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 112 | $57.54 | $6,444.48 |
DisclosureSEC source: 0000907471-21-000098 · wf-form4_163415624398090.xml · nonDerivative · entry 2 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,008 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 |
| October 11, 2021 Filed Oct 13, 2021 20:17 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,377 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000098 · wf-form4_163415624398090.xml · nonDerivative · entry 1 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,120 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 20:11 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 1,869 | $50.10 | $93,636.90 |
DisclosureSEC source: 0000907471-21-000081 · wf-form4_162810789379694.xml · nonDerivative · entry 1 Warren Jennifer W. · CIK 0001847591 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,743 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.