Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MVB FINANCIAL CORPMVBF · Entity 5674 | Director | June 01, 2025 | June 03, 2025 |
| PATHWARD FINANCIAL, INC.CASH · Entity 4627 | EVP, Exec. Adv | November 29, 2023 | December 01, 2023 |
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.
MVB FINANCIAL CORP
Report date June 01, 2025 · Filed June 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| RSU - Time-Vested AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,902 |
Reported balance
After 2025-06-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-06-01 · Grant · Acquired 3,902 · Balance 3,902 F1: The time-vested restricted stock units were granted pursuant to the MVB Financial Corp. 2022 Stock Incentive Plan and will vest 100% on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The time-vested restricted stock units were granted pursuant to the MVB Financial Corp. 2022 Stock Incentive Plan and will vest 100% on the first anniversary of the grant date.
PATHWARD FINANCIAL, INC.
Report date November 29, 2023 · Filed December 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 91,145 |
Ending reported balance
After 2023-12-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-11-29 · Sale · Disposed 165 · Balance 104,999 Row 2 · 2023-12-01 · Sale · Disposed 13,854 · Balance 91,145 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.50 to $50.51, 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. |
| Common StockSEC Table I · non-derivative | IndirectIRA | 4,203 |
Reported balance
Holding disclosure · report date 2023-11-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,203 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.50 to $50.51, 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.
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 |
|---|---|---|---|---|---|---|
| June 01, 2025 Filed Jun 3, 2025 20:01 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantRSU - Time-Vested Award · Derivative | 3,902 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001277902-25-000126 · wk-form4_1748980880.xml · derivative · entry 1 Herrick Glen William · CIK 0001587724 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,902 Underlying: Common Stock · 3,902 shares Expires not disclosed F1 · derivative.expiration_date: The time-vested restricted stock units were granted pursuant to the MVB Financial Corp. 2022 Stock Incentive Plan and will vest 100% on the first anniversary of the grant date. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:39 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | PurchaseCommon | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001277902-25-000046 · wk-form4_1741898358.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 F1 · price: All shares purchased between a range of $17.20 - $17.29 per share. Read SEC document |
| December 01, 2023 Filed Dec 1, 2023 21:08 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 13,854 | $50.50 | $699,627.00 |
DisclosureSEC source: 0000907471-23-000142 · wk-form4_1701464903.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, Exec. Adv 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 91,145 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.50 to $50.51, 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 |
| November 29, 2023 Filed Dec 1, 2023 21:08 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 165 | $50.50 | $8,332.50 |
DisclosureSEC source: 0000907471-23-000142 · wk-form4_1701464903.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, Exec. Adv 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 104,999 Read SEC document |
| November 21, 2023 Filed Nov 24, 2023 22:06 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 11 | $50.50 | $555.50 |
DisclosureSEC source: 0001062993-23-021443 · form4.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 105,164 F1 · ownership.direct: The sale transaction reported in this Form 4 was made pursuant to a Rule 10b5-1 trading plan adopted on May 16, 2023. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 21:52 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 5,970 | $50.50 | $301,485.00 |
DisclosureSEC source: 0000907471-23-000140 · wk-form4_1700603540.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,175 F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.50 to $50.53, 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 |
| November 07, 2023 Filed Nov 20, 2023 22:15 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,042 | $47.85 | $49,859.70 |
DisclosureSEC source: 0000907471-23-000134 · wk-form4_1700518497.xml · nonDerivative · entry 6 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,145 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, 2023 Filed Nov 20, 2023 22:15 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 5,820 | $47.85 | $278,487.00 |
DisclosureSEC source: 0000907471-23-000134 · wk-form4_1700518497.xml · nonDerivative · entry 5 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,187 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, 2023 Filed Nov 20, 2023 22:15 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 3,126 | $47.85 | $149,579.10 |
DisclosureSEC source: 0000907471-23-000134 · wk-form4_1700518497.xml · nonDerivative · entry 4 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,007 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, 2023 Filed Nov 20, 2023 22:15 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,648 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-23-000134 · wk-form4_1700518497.xml · nonDerivative · entry 3 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,133 F1 · shares: Represents common stock received upon the vesting on November 7, 2023, of performance share units ("PSUs") granted on November 2, 2020. 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, 2020 and ending September 30, 2023, as determined by the Compensation Committee. Read SEC document |
| November 07, 2023 Filed Nov 20, 2023 22:15 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 14,788 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-23-000134 · wk-form4_1700518497.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,485 F1 · shares: Represents common stock received upon the vesting on November 7, 2023, of performance share units ("PSUs") granted on November 2, 2020. 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, 2020 and ending September 30, 2023, as determined by the Compensation Committee. Read SEC document |
| November 07, 2023 Filed Nov 20, 2023 22:15 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 7,944 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-23-000134 · wk-form4_1700518497.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,697 F1 · shares: Represents common stock received upon the vesting on November 7, 2023, of performance share units ("PSUs") granted on November 2, 2020. 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, 2020 and ending September 30, 2023, as determined by the Compensation Committee. Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 21:13 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,464 | $47.55 | $69,613.20 |
DisclosureSEC source: 0000907471-23-000118 · wk-form4_1697663600.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,753 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 01, 2023 Filed Oct 3, 2023 20:39 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 10,472 | $46.09 | $482,654.48 |
DisclosureSEC source: 0000907471-23-000109 · wk-form4_1696365545.xml · nonDerivative · entry 3 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,217 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 20:39 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 679 | $46.09 | $31,295.11 |
DisclosureSEC source: 0000907471-23-000109 · wk-form4_1696365545.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,689 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 20:39 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 954 | $46.09 | $43,969.86 |
DisclosureSEC source: 0000907471-23-000109 · wk-form4_1696365545.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,368 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 14:32 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | PurchaseCommon Stock | 634 | $43.92 | $27,845.28 |
DisclosureSEC source: 0000907471-23-000047 · wf-form4_167897715460748.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,322 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $43.57 to $43.92, 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 purchased at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 16, 2023 Filed Mar 16, 2023 14:32 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | PurchaseCommon Stock | 366 | $42.68 | $15,620.88 |
DisclosureSEC source: 0000907471-23-000047 · wf-form4_167897715460748.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,688 Read SEC document |
| November 02, 2022 Filed Nov 4, 2022 20:35 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 11,157 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-22-000145 · wf-form4_166759413211454.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,322 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 16, 2022 Filed Oct 18, 2022 20:24 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,214 | $37.55 | $45,585.70 |
DisclosureSEC source: 0000907471-22-000128 · wf-form4_166612457894245.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,165 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 01, 2022 Filed Oct 4, 2022 20:53 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 5,479 | $32.96 | $180,587.84 |
DisclosureSEC source: 0000907471-22-000119 · wf-form4_166491677607870.xml · nonDerivative · entry 3 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,379 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 |
| September 30, 2022 Filed Oct 4, 2022 20:53 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 591 | $32.96 | $19,479.36 |
DisclosureSEC source: 0000907471-22-000119 · wf-form4_166491677607870.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,858 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 |
| September 30, 2022 Filed Oct 4, 2022 20:53 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 420 | $32.96 | $13,843.20 |
DisclosureSEC source: 0000907471-22-000119 · wf-form4_166491677607870.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,449 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 |
| August 02, 2022 Filed Aug 2, 2022 15:49 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | PurchaseCommon Stock | 3,000 | $33.46 | $100,380.00 |
DisclosureSEC source: 0000907471-22-000082 · wf-form4_165945533872693.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,869 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.42 to $33.46, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, 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 |
| February 01, 2022 Filed Feb 3, 2022 23:02 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 4,000 | $60.20 | $240,800.00 |
DisclosureSEC source: 0000907471-22-000011 · wf-form4_164392932725259.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,869 F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.08 to $60.29, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, 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 |
| February 01, 2022 Filed Feb 3, 2022 23:02 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 11,145 | $59.41 | $662,124.45 |
DisclosureSEC source: 0000907471-22-000011 · wf-form4_164392932725259.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,869 F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.80 to $59.69, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, 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 |
| November 05, 2021 Filed Nov 9, 2021 21:35 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000137 · wf-form4_163649373981868.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,014 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 21:34 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 7,270 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000129 · wf-form4_163606163050175.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,014 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 16, 2021 Filed Oct 19, 2021 20:20 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,214 | $60.75 | $73,750.50 |
DisclosureSEC source: 0000907471-21-000110 · wf-form4_163467478723383.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,744 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 20:20 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 2,597 | $60.75 | $157,767.75 |
DisclosureSEC source: 0000907471-21-000110 · wf-form4_163467478723383.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,958 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 01, 2021 Filed Oct 4, 2021 21:48 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 8,854 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000092 · wf-form4_163338408367221.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,555 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 01, 2021 Filed Oct 5, 2021 21:02 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 8,854 | $54.21 | $479,975.34 |
DisclosureSEC source: 0000907471-21-000096 · wf-form4a_163346771946706.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,555 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, 2021 Filed Oct 4, 2021 21:48 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 679 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000092 · wf-form4_163338408367221.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,409 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, 2021 Filed Oct 5, 2021 21:02 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 679 | $52.48 | $35,633.92 |
DisclosureSEC source: 0000907471-21-000096 · wf-form4a_163346771946706.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,409 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 03, 2021 Filed May 5, 2021 20:17 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 45,000 | $49.15 | $2,211,750.00 |
DisclosureSEC source: 0000907471-21-000066 · wf-form4_162024578568533.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,088 F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 22:16 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 10,000 | $35.00 | $350,000.00 |
DisclosureSEC source: 0000907471-20-000181 · wf-form4_160573777667362.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,088 F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.21, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, 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 |
| November 09, 2020 Filed Nov 10, 2020 22:15 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 10,000 | $32.50 | $325,000.00 |
DisclosureSEC source: 0000907471-20-000173 · wf-form4_160504652414906.xml · nonDerivative · entry 3 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,088 F3 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| November 06, 2020 Filed Nov 10, 2020 22:15 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,214 | $29.29 | $35,558.06 |
DisclosureSEC source: 0000907471-20-000173 · wf-form4_160504652414906.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,088 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 22:15 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 9,253 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000173 · wf-form4_160504652414906.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,302 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| November 05, 2020 Filed Nov 6, 2020 01:32 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 9,270 | $30.00 | $278,100.00 |
DisclosureSEC source: 0000907471-20-000155 · wf-form4_160462633906483.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,049 F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| November 03, 2020 Filed Nov 6, 2020 01:32 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 730 | $30.00 | $21,900.00 |
DisclosureSEC source: 0000907471-20-000155 · wf-form4_160462633906483.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,319 F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 21:39 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 6,204 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000145 · wf-form4_160452593653299.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,083 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| November 02, 2020 Filed Nov 6, 2020 01:31 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 5,170 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000153 · wf-form4a_160462626136960.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,049 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. F2 · shares: This amendment is filed to correct the share amount granted. Read SEC document |
| October 29, 2020 Filed Nov 2, 2020 21:59 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 10,000 | $27.86 | $278,600.00 |
DisclosureSEC source: 0000907471-20-000141 · wf-form4_160435437505413.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,879 F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.70 to $28.22, inclusive. The reporting person undertakes to provide to Meta Financial Group, Inc., any security holder of Meta Financial Group, 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, 2020 Filed Oct 19, 2020 21:00 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 2,597 | $23.21 | $60,276.37 |
DisclosureSEC source: 0000907471-20-000136 · wf-form4_160314122393338.xml · nonDerivative · entry 3 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,879 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, 2020 Filed Oct 19, 2020 21:00 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 374 | $23.21 | $8,680.54 |
DisclosureSEC source: 0000907471-20-000136 · wf-form4_160314122393338.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,476 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, 2020 Filed Oct 19, 2020 21:00 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 2,647 | $23.21 | $61,436.87 |
DisclosureSEC source: 0000907471-20-000136 · wf-form4_160314122393338.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,850 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 01, 2020 Filed Oct 5, 2020 20:58 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 8,854 | $19.78 | $175,132.12 |
DisclosureSEC source: 0000907471-20-000108 · wf-form4_160193147321335.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,497 F1 · price: 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 01, 2020 Filed Oct 6, 2020 21:20 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 8,854 | $19.78 | $175,132.12 |
DisclosureSEC source: 0000907471-20-000118 · wf-form4a_160201922336604.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,497 F1 · kind: The reporting person's original Form 4 inadvertently used the incorrect transaction code. 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 |
| December 09, 2019 Filed Dec 20, 2019 22:32 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000188 · wf-form4_157688112153527.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,351 F1 · shares: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. 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.