Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATHWARD FINANCIAL, INC.CASH · Entity 4627 | Director | February 09, 2022 | February 11, 2022 |
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 February 09, 2022 · Filed February 11, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectIRA | 14,500 |
Reported balance
After 2022-02-09 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-02-09 · Sale · Disposed 30 · Balance 14,500 F1: Includes 14,530 shares that were previously held through ESOP and were distributed to the reporting person on 1/04/2022. Includes 26 shares from dividends reinvested |
| Common StockSEC Table I · non-derivative | IndirectBradley C. Hanson Living Trust | 237,414 |
Reported balance
Holding disclosure · report date 2022-02-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 237,414 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 14,530 shares that were previously held through ESOP and were distributed to the reporting person on 1/04/2022. Includes 26 shares from dividends reinvested
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MONEYLION INC.
Report date April 17, 2025 · Filed April 21, 2025
Section 16 reporting ended · disclosed 2025-04-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-04-17 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2025-04-17 · Disposition to issuer · Disposed 679 · Balance 0 F1: At the effective time of the merger contemplated by the Agreement and Plan of Merger (the "Effective Time"), dated December 10, 2024, by and among Gen Digital Inc., a Delaware corporation ("Parent"), Maverick Group Holdings, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and MoneyLion Inc., a Delaware corporation ("Company"), each share of Class A common stock, par value $0.0001 per share, of the Company ("Class A Common Stock") held by the Reporting Person was cancelled and converted into the right to receive(i) $82 in cash (the "Per Share Cash Consideration") and (ii) one contingent value right issued by Parent subject to and in accordance with the Contingent Value Rights Agreement, dated April 17, 2025 by and among the Company and Computershare Inc., a Delaware corporation, and its affiliate Computershare Trust Company, N.A., a federally chartered trust company (each, a "CVR", and together with the Per Share Cash Consideration, the "Merger Consideration"). F2: Represents shares of Class A Common Stock held directly by the Reporting Person. |
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-04-17 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2025-04-17 · Disposition to issuer · Disposed 3,399 · Balance 0 F3: Represents restricted stock units, each of which represents a contingent right to receive one share of Class A Common Stock and the acquisition of which was previously reported in Table I of the Reporting Person's prior Form 4s. At the Effective Time, each restricted stock unit held by a non-employee director as of immediately prior to the Effective Time (whether vested or unvested) was cancelled and converted into the right to receive the Merger Consideration in respect of each share of Class A Common Stock subject to such restricted stock unit as of immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: At the effective time of the merger contemplated by the Agreement and Plan of Merger (the "Effective Time"), dated December 10, 2024, by and among Gen Digital Inc., a Delaware corporation ("Parent"), Maverick Group Holdings, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and MoneyLion Inc., a Delaware corporation ("Company"), each share of Class A common stock, par value $0.0001 per share, of the Company ("Class A Common Stock") held by the Reporting Person was cancelled and converted into the right to receive(i) $82 in cash (the "Per Share Cash Consideration") and (ii) one contingent value right issued by Parent subject to and in accordance with the Contingent Value Rights Agreement, dated April 17, 2025 by and among the Company and Computershare Inc., a Delaware corporation, and its affiliate Computershare Trust Company, N.A., a federally chartered trust company (each, a "CVR", and together with the Per Share Cash Consideration, the "Merger Consideration").
F2: Represents shares of Class A Common Stock held directly by the Reporting Person.
F3: Represents restricted stock units, each of which represents a contingent right to receive one share of Class A Common Stock and the acquisition of which was previously reported in Table I of the Reporting Person's prior Form 4s. At the Effective Time, each restricted stock unit held by a non-employee director as of immediately prior to the Effective Time (whether vested or unvested) was cancelled and converted into the right to receive the Merger Consideration in respect of each share of Class A Common Stock subject to such restricted stock unit as of immediately prior to the Effective Time.
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 |
|---|---|---|---|---|---|---|
| April 17, 2025 Filed Apr 21, 2025 18:50 UTC | MONEYLION INC. ML · Entity 80634 | Disposition to issuerClass A Common Stock | 3,399 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-005137 · dp227977_4-hanson.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · kind: Represents restricted stock units, each of which represents a contingent right to receive one share of Class A Common Stock and the acquisition of which was previously reported in Table I of the Reporting Person's prior Form 4s. At the Effective Time, each restricted stock unit held by a non-employee director as of immediately prior to the Effective Time (whether vested or unvested) was cancelled and converted into the right to receive the Merger Consideration in respect of each share of Class A Common Stock subject to such restricted stock unit as of immediately prior to the Effective Time. F3 · price: Represents restricted stock units, each of which represents a contingent right to receive one share of Class A Common Stock and the acquisition of which was previously reported in Table I of the Reporting Person's prior Form 4s. At the Effective Time, each restricted stock unit held by a non-employee director as of immediately prior to the Effective Time (whether vested or unvested) was cancelled and converted into the right to receive the Merger Consideration in respect of each share of Class A Common Stock subject to such restricted stock unit as of immediately prior to the Effective Time. Read SEC document |
| April 17, 2025 Filed Apr 21, 2025 18:50 UTC | MONEYLION INC. ML · Entity 80634 | Disposition to issuerClass A Common Stock | 679 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-005137 · dp227977_4-hanson.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: At the effective time of the merger contemplated by the Agreement and Plan of Merger (the "Effective Time"), dated December 10, 2024, by and among Gen Digital Inc., a Delaware corporation ("Parent"), Maverick Group Holdings, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and MoneyLion Inc., a Delaware corporation ("Company"), each share of Class A common stock, par value $0.0001 per share, of the Company ("Class A Common Stock") held by the Reporting Person was cancelled and converted into the right to receive(i) $82 in cash (the "Per Share Cash Consideration") and (ii) one contingent value right issued by Parent subject to and in accordance with the Contingent Value Rights Agreement, dated April 17, 2025 by and among the Company and Computershare Inc., a Delaware corporation, and its affiliate Computershare Trust Company, N.A., a federally chartered trust company (each, a "CVR", and together with the Per Share Cash Consideration, the "Merger Consideration"). F2 · shares: Represents shares of Class A Common Stock held directly by the Reporting Person. F1 · price: At the effective time of the merger contemplated by the Agreement and Plan of Merger (the "Effective Time"), dated December 10, 2024, by and among Gen Digital Inc., a Delaware corporation ("Parent"), Maverick Group Holdings, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and MoneyLion Inc., a Delaware corporation ("Company"), each share of Class A common stock, par value $0.0001 per share, of the Company ("Class A Common Stock") held by the Reporting Person was cancelled and converted into the right to receive(i) $82 in cash (the "Per Share Cash Consideration") and (ii) one contingent value right issued by Parent subject to and in accordance with the Contingent Value Rights Agreement, dated April 17, 2025 by and among the Company and Computershare Inc., a Delaware corporation, and its affiliate Computershare Trust Company, N.A., a federally chartered trust company (each, a "CVR", and together with the Per Share Cash Consideration, the "Merger Consideration"). Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 22:41 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 30 | $60.00 | $1,800.00 |
DisclosureSEC source: 0000907471-22-000015 · wf-form4_164461925222565.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 14,500 F1 · balance_after: Includes 14,530 shares that were previously held through ESOP and were distributed to the reporting person on 1/04/2022. Includes 26 shares from dividends reinvested Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 21:46 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000090 · wf-form4_163338396997574.xml · nonDerivative · entry 7 Hanson Bradley C · CIK 0001342375 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 237,414 F2 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 21:46 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000090 · wf-form4_163338396997574.xml · nonDerivative · entry 6 Hanson Bradley C · CIK 0001342375 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 236,464 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 21:46 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 13,156 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000090 · wf-form4_163338396997574.xml · nonDerivative · entry 5 Hanson Bradley C · CIK 0001342375 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 238,064 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 20:59 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000094 · wf-form4a_163346753903177.xml · nonDerivative · entry 7 Hanson Bradley C · CIK 0001342375 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 237,414 F2 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 20:59 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,600 | $54.21 | $86,736.00 |
DisclosureSEC source: 0000907471-21-000094 · wf-form4a_163346753903177.xml · nonDerivative · entry 6 Hanson Bradley C · CIK 0001342375 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 236,464 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 20:59 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 13,156 | $54.21 | $713,186.76 |
DisclosureSEC source: 0000907471-21-000094 · wf-form4a_163346753903177.xml · nonDerivative · entry 5 Hanson Bradley C · CIK 0001342375 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 238,064 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 21:46 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 3,408 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000090 · wf-form4_163338396997574.xml · nonDerivative · entry 4 Hanson Bradley C · CIK 0001342375 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 251,220 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 21:46 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 3,324 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000090 · wf-form4_163338396997574.xml · nonDerivative · entry 3 Hanson Bradley C · CIK 0001342375 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 254,628 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 21:46 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 4,504 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000090 · wf-form4_163338396997574.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 257,952 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 21:46 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,926 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-21-000090 · wf-form4_163338396997574.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 262,456 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 20:59 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 3,408 | $52.48 | $178,851.84 |
DisclosureSEC source: 0000907471-21-000094 · wf-form4a_163346753903177.xml · nonDerivative · entry 4 Hanson Bradley C · CIK 0001342375 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 251,220 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 20:59 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 3,324 | $52.48 | $174,443.52 |
DisclosureSEC source: 0000907471-21-000094 · wf-form4a_163346753903177.xml · nonDerivative · entry 3 Hanson Bradley C · CIK 0001342375 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 254,628 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 20:59 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 4,504 | $52.48 | $236,369.92 |
DisclosureSEC source: 0000907471-21-000094 · wf-form4a_163346753903177.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 257,952 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 20:59 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,926 | $52.48 | $101,076.48 |
DisclosureSEC source: 0000907471-21-000094 · wf-form4a_163346753903177.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 262,456 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 |
| January 14, 2021 Filed Jan 15, 2021 22:45 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 22,501 | $38.86 | $874,388.86 |
DisclosureSEC source: 0000907471-21-000007 · wf-form4_161075073277786.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 264,382 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 $38.50 to $39.19, 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 |
| January 13, 2021 Filed Jan 15, 2021 22:45 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 38,956 | $38.59 | $1,503,312.04 |
DisclosureSEC source: 0000907471-21-000007 · wf-form4_161075073277786.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 286,883 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 $38.25 to $38.85, 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 |
| January 12, 2021 Filed Jan 13, 2021 22:53 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 52,571 | $38.95 | $2,047,640.45 |
DisclosureSEC source: 0000907471-21-000005 · wf-form4_161057838666678.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 325,839 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 $38.26 to $39.23, 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 |
| January 11, 2021 Filed Jan 13, 2021 22:53 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 35,972 | $38.46 | $1,383,483.12 |
DisclosureSEC source: 0000907471-21-000005 · wf-form4_161057838666678.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 378,410 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 $38.20 to $38.80, 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 06, 2020 Filed Nov 10, 2020 22:13 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 3,409 | $29.29 | $99,849.61 |
DisclosureSEC source: 0000907471-20-000169 · wf-form4_160504638625235.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 414,382 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 22:13 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 25,982 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000169 · wf-form4_160504638625235.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 417,791 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 21:43 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 14,676 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-20-000149 · wf-form4_160452618291072.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 391,809 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 16, 2020 Filed Oct 19, 2020 20:52 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 7,279 | $23.21 | $168,945.59 |
DisclosureSEC source: 0000907471-20-000132 · wf-form4_160314072083968.xml · nonDerivative · entry 3 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 377,133 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 20:52 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,063 | $23.21 | $24,672.23 |
DisclosureSEC source: 0000907471-20-000132 · wf-form4_160314072083968.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 384,412 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 20:52 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 6,321 | $23.21 | $146,710.41 |
DisclosureSEC source: 0000907471-20-000132 · wf-form4_160314072083968.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 385,475 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 20:59 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 9,133 | $19.78 | $180,650.74 |
DisclosureSEC source: 0000907471-20-000110 · wf-form4_160193156194222.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 391,796 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 21:16 UTC Amendment | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 9,133 | $19.78 | $180,650.74 |
DisclosureSEC source: 0000907471-20-000116 · wf-form4a_160201897351278.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 391,796 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 |
| July 29, 2020 Filed Jul 31, 2020 12:58 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Exercise / conversionStock Option (Right to Buy) · Derivative | 17,886 | $0.00 Strike: $10.60 | $0.00 |
DisclosureSEC source: 0000907471-20-000076 · wf-form4_159620028285216.xml · derivative · entry 4 Hanson Bradley C · CIK 0001342375 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,886 shares Expires 2020-09-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 29, 2020 Filed Jul 31, 2020 12:58 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Disposition to issuerCommon Stock | 11,579 | $18.71 | $216,643.09 |
DisclosureSEC source: 0000907471-20-000076 · wf-form4_159620028285216.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 400,929 F1 · shares: Reflect shares withheld by the Company to satisfy the purchase of options and tax withholding obligations in connection with exercise of non-qualified stock options. Read SEC document |
| July 29, 2020 Filed Jul 31, 2020 12:58 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 17,886 | $10.60 | $189,591.60 |
DisclosureSEC source: 0000907471-20-000076 · wf-form4_159620028285216.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 412,508 Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 21:26 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000178 · wf-form4_157609959710487.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 394,622 Read SEC document |
| November 19, 2019 Filed Nov 21, 2019 22:38 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 7,281 | $33.20 | $241,729.20 |
DisclosureSEC source: 0000907471-19-000166 · wf-form4_157437589582111.xml · nonDerivative · entry 4 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 395,332 F3 · 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 22:38 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 55,493 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000166 · wf-form4_157437589582111.xml · nonDerivative · entry 3 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 402,613 F2 · shares: The transaction involved a gift of shares from the reporting person to the Bradley C. Hanson Living Trust. Read SEC document |
| November 19, 2019 Filed Nov 21, 2019 22:38 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 55,493 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000166 · wf-form4_157437589582111.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · shares: The transaction involved a gift of shares from the reporting person to the Bradley C. Hanson Living Trust. Read SEC document |
| November 19, 2019 Filed Nov 21, 2019 22:38 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 55,493 | $33.20 | $1,842,367.60 |
DisclosureSEC source: 0000907471-19-000166 · wf-form4_157437589582111.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,493 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 16, 2019 Filed Oct 18, 2019 20:39 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 8,609 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000148 · wf-form4_157143113972761.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 347,120 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 21:02 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 4,411 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000134 · wf-form4_157117331277007.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 355,729 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 21:25 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 14,758 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000130 · wf-form4_157013790715426.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 360,140 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 21, 2019 Filed Aug 23, 2019 21:02 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Exercise / conversionStock Option (Right to Buy) · Derivative | 22,221 | $0.00 Strike: $7.67 | $0.00 |
DisclosureSEC source: 0000907471-19-000120 · wf-form4_156659413662137.xml · derivative · entry 5 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,221 shares Expires 2019-09-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 21:02 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Disposition to issuerCommon Stock | 12,050 | $31.28 | $376,924.00 |
DisclosureSEC source: 0000907471-19-000120 · wf-form4_156659413662137.xml · nonDerivative · entry 3 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 374,898 F1 · shares: Reflect shares withheld by the Company to satisfy the purchase of options and tax withholding obligations in connection with exercise of non-qualified stock options. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 21:02 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 22,221 | $7.67 | $170,435.07 |
DisclosureSEC source: 0000907471-19-000120 · wf-form4_156659413662137.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 386,948 Read SEC document |
| August 12, 2019 Filed Aug 23, 2019 21:02 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000120 · wf-form4_156659413662137.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 364,727 Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 21:44 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 2,017 | $23.88 | $48,165.96 |
DisclosureSEC source: 0000907471-19-000019 · wf-form4_154905745458906.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 372,727 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 |
| January 30, 2019 Filed Feb 1, 2019 21:44 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 5,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-19-000019 · wf-form4_154905745458906.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 374,744 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| December 06, 2018 Filed Dec 10, 2018 14:16 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | PurchaseCommon Stock | 20,000 | $21.43 | $428,600.00 |
DisclosureSEC source: 0000907471-18-000143 · wf-form4_154445137973353.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 369,694 Read SEC document |
| November 12, 2018 Filed Nov 26, 2018 23:09 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,064 | $25.11 | $26,717.04 |
DisclosureSEC source: 0000907471-18-000131 · wf-form4_154327377110237.xml · nonDerivative · entry 4 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 349,694 F3 · 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 23:09 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 8,105 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-18-000131 · wf-form4_154327377110237.xml · nonDerivative · entry 3 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 350,758 F2 · shares: The transaction involved a gift of shares from the reporting person to the Bradley C. Hanson Living Trust. Read SEC document |
| November 12, 2018 Filed Nov 26, 2018 23:09 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 8,105 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-18-000131 · wf-form4_154327377110237.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · shares: The transaction involved a gift of shares from the reporting person to the Bradley C. Hanson Living Trust. 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.