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 |
|---|---|---|---|---|---|---|
| November 19, 2019 Filed Nov 21, 2019 22:39 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 2,598 | $33.20 | $86,253.60 |
DisclosureSEC source: 0000907471-19-000168 · wf-form4_157437597426879.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,851 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 19, 2019 Filed Nov 21, 2019 22:39 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 19,799 | $33.20 | $657,326.80 |
DisclosureSEC source: 0000907471-19-000168 · wf-form4_157437597426879.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,449 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 16, 2019 Filed Oct 18, 2019 20:37 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 3,021 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000146 · wf-form4_157143099815281.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,650 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, 2019 Filed Oct 15, 2019 21:04 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,503 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000136 · wf-form4_157117341418779.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,671 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, 2019 Filed Oct 3, 2019 21:23 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 8,854 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000128 · wf-form4_157013780537513.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,174 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 |
| December 07, 2018 Filed Dec 10, 2018 14:18 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | PurchaseCommon Stock | 5,000 | $21.02 | $105,100.00 |
DisclosureSEC source: 0000907471-18-000145 · wf-form4_154445148526219.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,108 Read SEC document |
| November 12, 2018 Filed Nov 26, 2018 23:14 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 374 | $25.11 | $9,391.14 |
DisclosureSEC source: 0000907471-18-000135 · wf-form4_154327403069233.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,108 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 12, 2018 Filed Nov 26, 2018 23:14 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 2,847 | $25.11 | $71,488.17 |
DisclosureSEC source: 0000907471-18-000135 · wf-form4_154327403069233.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,482 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 16, 2018 Filed Oct 18, 2018 21:05 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 2,648 | $25.11 | $66,491.28 |
DisclosureSEC source: 0000907471-18-000116 · wf-form4_153989671106113.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,635 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 16, 2018 Filed Oct 18, 2018 21:05 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 20,181 | $25.11 | $506,744.91 |
DisclosureSEC source: 0000907471-18-000116 · wf-form4_153989671106113.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,283 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 11, 2018 Filed Oct 15, 2018 21:46 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,504 | $26.14 | $39,314.56 |
DisclosureSEC source: 0000907471-18-000096 · wf-form4_153963998096934.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,102 F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock. F2 · balance_after: On October 4, 2018, Meta Financial Group, Inc. effected a 3-for-1 forward stock split of issued and outstanding shares of the Company's common stock ("Common Stock"), in the form of a 200% stock dividend (the "Stock Split"). The number of shares and share prices reported have been adjusted to reflect the Stock Split. Read SEC document |
| October 11, 2018 Filed Oct 15, 2018 21:46 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,414 | $26.14 | $36,961.96 |
DisclosureSEC source: 0000907471-18-000096 · wf-form4_153963998096934.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,606 F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock. F2 · balance_after: On October 4, 2018, Meta Financial Group, Inc. effected a 3-for-1 forward stock split of issued and outstanding shares of the Company's common stock ("Common Stock"), in the form of a 200% stock dividend (the "Stock Split"). The number of shares and share prices reported have been adjusted to reflect the Stock Split. Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 22:01 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 2,592 | $81.44 | $211,092.48 |
DisclosureSEC source: 0000907471-18-000088 · wf-form4_153851769144587.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,340 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, 2018 Filed Aug 23, 2019 21:00 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 2,952 | $81.44 | $240,410.88 |
DisclosureSEC source: 0000907471-19-000118 · wf-form4a_156659402046012.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,980 F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock. F2 · shares: The reporting person's original Form 4 inadvertently reported the disposal of 2,592 shares of the Company's common stock, $0.01 par value per share ("Common Stock"). As reported in this amendment, however, the reporting person had disposed of 2,952 shares of Common Stock. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 22:01 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 289 | $82.65 | $23,885.85 |
DisclosureSEC source: 0000907471-18-000088 · wf-form4_153851769144587.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,932 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 08, 2018 Filed Jun 12, 2018 13:55 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 7,500 | $112.25 | $841,860.00 |
DisclosureSEC source: 0000907471-18-000059 · wf-form4_152881171683107.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,221 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.650 to $112.550, 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 30, 2017 Filed Dec 11, 2017 22:51 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-17-000108 · wf-form4_151303269651275.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,721 F2 · balance_after: Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration. Read SEC document |
| October 11, 2017 Filed Oct 13, 2017 20:17 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 535 | $85.00 | $45,475.00 |
DisclosureSEC source: 0000907471-17-000094 · wf-form4_150792582532346.xml · nonDerivative · entry 3 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,721 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, 2017 Filed Oct 13, 2017 20:17 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 3,821 | $85.00 | $324,785.00 |
DisclosureSEC source: 0000907471-17-000094 · wf-form4_150792582532346.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,256 F2 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 11, 2017 Filed Oct 13, 2017 20:17 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 503 | $85.00 | $42,755.00 |
DisclosureSEC source: 0000907471-17-000094 · wf-form4_150792582532346.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,435 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, 2017 Filed Oct 3, 2017 20:12 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 2,052 | $78.40 | $160,876.80 |
DisclosureSEC source: 0000907471-17-000086 · wf-form4_150706153112872.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,938 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, 2017 Filed Oct 3, 2017 20:12 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 201 | $78.40 | $15,758.40 |
DisclosureSEC source: 0000907471-17-000086 · wf-form4_150706153112872.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,990 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 29, 2017 Filed Mar 30, 2017 15:16 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 276 | $86.35 | $23,832.60 |
DisclosureSEC source: 0000907471-17-000042 · wf-form4_149088697711174.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,191 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 |
| December 02, 2016 Filed Dec 6, 2016 22:08 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-16-000062 · wf-form4_148106206676676.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,467 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 11, 2016 Filed Oct 13, 2016 20:59 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 327 | $66.39 | $21,709.53 |
DisclosureSEC source: 0000907471-16-000044 · wf-form4_147639237008516.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,467 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, 2016 Filed Oct 13, 2016 20:59 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 3,591 | $66.39 | $238,406.49 |
DisclosureSEC source: 0000907471-16-000044 · wf-form4_147639237008516.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,794 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 14:06 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 200 | $61.38 | $12,276.00 |
DisclosureSEC source: 0000907471-16-000033 · wf-form4_147558999459196.xml · nonDerivative · entry 2 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,203 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 29, 2016 Filed Oct 4, 2016 14:06 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 327 | $45.27 | $14,803.29 |
DisclosureSEC source: 0000907471-16-000033 · wf-form4_147558999459196.xml · nonDerivative · entry 1 Herrick Glen William · CIK 0001587724 · EVP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,403 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.