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 |
|---|---|---|---|---|---|---|
| November 12, 2018 Filed Nov 26, 2018 23:09 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 8,105 | $25.11 | $203,516.55 |
DisclosureSEC source: 0000907471-18-000131 · wf-form4_154327377110237.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,105 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 16, 2018 Filed Oct 18, 2018 20:58 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 7,549 | $25.11 | $189,555.39 |
DisclosureSEC source: 0000907471-18-000110 · wf-form4_153989632031667.xml · nonDerivative · entry 4 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 342,653 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 |
| October 16, 2018 Filed Oct 18, 2018 20:58 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 57,534 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-18-000110 · wf-form4_153989632031667.xml · nonDerivative · entry 3 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 350,202 F2 · shares: The transaction involved a gift of shares from the reporting person to the Bradley C. Hanson Living Trust. Read SEC document |
| October 16, 2018 Filed Oct 18, 2018 20:58 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 57,534 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-18-000110 · wf-form4_153989632031667.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President 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 |
| October 16, 2018 Filed Oct 18, 2018 20:58 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 57,534 | $25.11 | $1,444,678.74 |
DisclosureSEC source: 0000907471-18-000110 · wf-form4_153989632031667.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,534 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 11, 2018 Filed Oct 15, 2018 21:56 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 4,412 | $26.14 | $115,329.68 |
DisclosureSEC source: 0000907471-18-000102 · wf-form4_153964056628001.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 292,668 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 21:56 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 4,267 | $26.14 | $111,539.38 |
DisclosureSEC source: 0000907471-18-000102 · wf-form4_153964056628001.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 297,080 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 22:04 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 534 | $81.44 | $43,488.96 |
DisclosureSEC source: 0000907471-18-000090 · wf-form4_153851787104080.xml · nonDerivative · entry 3 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 100,449 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 |
| October 01, 2018 Filed Oct 2, 2018 22:04 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 4,386 | $81.44 | $357,195.84 |
DisclosureSEC source: 0000907471-18-000090 · wf-form4_153851787104080.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 100,983 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, 2018 Filed Oct 2, 2018 22:04 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 840 | $82.65 | $69,426.00 |
DisclosureSEC source: 0000907471-18-000090 · wf-form4_153851787104080.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 105,369 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 14, 2018 Filed Sep 18, 2018 22:32 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 106,209 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-18-000077 · wf-form4_153730995310517.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · Bradley C. Hanson Living Trust Disclosed balance after: 106,209 F1 · shares: The transaction involved a gift of shares from the Bradley and Jacqueline Hanson Living Trust (the "BJH Living Trust") to the Bradley C. Hanson Living Trust. F3 · ownership.nature: Held by the Bradley C. Hanson Living Trust for which the reporting person is a trustee. The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 22:32 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 106,209 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-18-000077 · wf-form4_153730995310517.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · BJH Living Trust Disclosed balance after: 0 F1 · shares: The transaction involved a gift of shares from the Bradley and Jacqueline Hanson Living Trust (the "BJH Living Trust") to the Bradley C. Hanson Living Trust. F2 · ownership.nature: Held by the BJH Living Trust for which the reporting person is a co-trustee. The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 15:58 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 8,833 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-18-000061 · wf-form4_152881912289485.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · BJH Living Trust Disclosed balance after: 106,209 Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 20:16 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 8,833 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-18-000053 · wf-form4_152814335516601.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · BJH Living Trust Disclosed balance after: 115,042 Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 20:16 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 20,000 | $113.48 | $2,269,652.00 |
DisclosureSEC source: 0000907471-18-000053 · wf-form4_152814335516601.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · BJH Living Trust Disclosed balance after: 123,875 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.000 to $113.700, 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 |
| March 07, 2018 Filed Mar 9, 2018 21:37 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,250 | $0.00 Strike: $16.00 | $0.00 |
DisclosureSEC source: 0000907471-18-000037 · wf-form4_152063144049769.xml · derivative · entry 8 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,250 shares Expires 2018-09-30 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 |
| March 07, 2018 Filed Mar 9, 2018 21:37 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 4,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-18-000037 · wf-form4_152063144049769.xml · nonDerivative · entry 4 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · BJH Living Trust Disclosed balance after: 143,875 F2 · shares: The transaction involved a gift of shares from the reporting person to the Trust. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 21:37 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 4,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-18-000037 · wf-form4_152063144049769.xml · nonDerivative · entry 3 Hanson Bradley C · CIK 0001342375 · Director · President 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 Trust. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 21:37 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 2,220 | $112.40 | $249,528.00 |
DisclosureSEC source: 0000907471-18-000037 · wf-form4_152063144049769.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,030 F1 · shares: Reflects shares withheld by the Company to satisfy the exercise price of the purchase of options and tax withholding obligations in connection with exercise of stock options. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 21:37 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Exercise / conversionCommon Stock | 6,250 | $16.00 | $100,000.00 |
DisclosureSEC source: 0000907471-18-000037 · wf-form4_152063144049769.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 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 |
| January 22, 2018 Filed Jan 24, 2018 22:39 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 558 | $104.95 | $58,562.10 |
DisclosureSEC source: 0000907471-18-000019 · wf-form4_151683353081381.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · BJH Living Trust Disclosed balance after: 139,845 F2 · kind: 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 22, 2018 Filed Jan 24, 2018 22:39 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-18-000019 · wf-form4_151683353081381.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · BJH Living Trust Disclosed balance after: 140,403 F1 · kind: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 23, 2017 Filed Oct 25, 2017 20:14 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 519 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-17-000099 · wf-form4_150896248452024.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · BJH Living Trust Disclosed balance after: 139,103 Read SEC document |
| October 11, 2017 Filed Oct 13, 2017 20:19 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,568 | $85.00 | $133,280.00 |
DisclosureSEC source: 0000907471-17-000096 · wf-form4_150792596800736.xml · nonDerivative · entry 5 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · BJH Living Trust Disclosed balance after: 139,622 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 20:19 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 11,211 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-17-000096 · wf-form4_150792596800736.xml · nonDerivative · entry 4 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · BJH Living Trust Disclosed balance after: 141,190 F3 · shares: The transaction involved a gift of shares from the reporting person to the BJH Living Trust. Read SEC document |
| October 11, 2017 Filed Oct 13, 2017 20:19 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 11,211 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-17-000096 · wf-form4_150792596800736.xml · nonDerivative · entry 3 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · shares: The transaction involved a gift of shares from the reporting person to the BJH Living Trust. Read SEC document |
| October 11, 2017 Filed Oct 13, 2017 20:19 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 11,211 | $85.00 | $952,935.00 |
DisclosureSEC source: 0000907471-17-000096 · wf-form4_150792596800736.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,211 F2 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| October 11, 2017 Filed Oct 13, 2017 20:19 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,517 | $85.00 | $128,945.00 |
DisclosureSEC source: 0000907471-17-000096 · wf-form4_150792596800736.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · BJH Living Trust Disclosed balance after: 129,979 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 20:13 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 569 | $78.40 | $44,609.60 |
DisclosureSEC source: 0000907471-17-000087 · wf-form4_150706156653428.xml · nonDerivative · entry 3 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · BJH Living Trust Disclosed balance after: 131,496 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 20:13 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 4,676 | $78.40 | $366,598.40 |
DisclosureSEC source: 0000907471-17-000087 · wf-form4_150706156653428.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · BJH Living Trust Disclosed balance after: 132,065 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 20:13 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 896 | $78.40 | $70,246.40 |
DisclosureSEC source: 0000907471-17-000087 · wf-form4_150706156653428.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · BJH Living Trust Disclosed balance after: 136,741 F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock. Read SEC document |
| July 03, 2017 Filed Aug 2, 2017 20:08 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 13,497 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-17-000068 · wf-form4_150170452584505.xml · nonDerivative · entry 8 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · BJH Living Trust Disclosed balance after: 137,637 F1 · shares: The transaction involved a gift of shares from the reporting person to the Bradley and Jacqueline Hanson Living Trust (the "BJH Living Trust"). F2 · ownership.nature: Held by the BJH Living Trust for which the reporting person is a co-trustee. The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 03, 2017 Filed Aug 2, 2017 20:08 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 13,497 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-17-000068 · wf-form4_150170452584505.xml · nonDerivative · entry 7 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The transaction involved a gift of shares from the reporting person to the Bradley and Jacqueline Hanson Living Trust (the "BJH Living Trust"). Read SEC document |
| May 25, 2017 Filed Aug 2, 2017 20:08 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-17-000068 · wf-form4_150170452584505.xml · nonDerivative · entry 6 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · BJH Living Trust Disclosed balance after: 124,140 F1 · shares: The transaction involved a gift of shares from the reporting person to the Bradley and Jacqueline Hanson Living Trust (the "BJH Living Trust"). F2 · ownership.nature: Held by the BJH Living Trust for which the reporting person is a co-trustee. The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| May 25, 2017 Filed Aug 2, 2017 20:08 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-17-000068 · wf-form4_150170452584505.xml · nonDerivative · entry 5 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,497 F1 · shares: The transaction involved a gift of shares from the reporting person to the Bradley and Jacqueline Hanson Living Trust (the "BJH Living Trust"). Read SEC document |
| May 23, 2017 Filed Aug 2, 2017 20:08 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 112,140 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-17-000068 · wf-form4_150170452584505.xml · nonDerivative · entry 4 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · BJH Living Trust Disclosed balance after: 112,140 F1 · shares: The transaction involved a gift of shares from the reporting person to the Bradley and Jacqueline Hanson Living Trust (the "BJH Living Trust"). F2 · ownership.nature: Held by the BJH Living Trust for which the reporting person is a co-trustee. The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| May 23, 2017 Filed Aug 2, 2017 20:08 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 112,140 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-17-000068 · wf-form4_150170452584505.xml · nonDerivative · entry 3 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,497 F1 · shares: The transaction involved a gift of shares from the reporting person to the Bradley and Jacqueline Hanson Living Trust (the "BJH Living Trust"). Read SEC document |
| January 23, 2017 Filed Jan 24, 2017 21:42 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 240 | $102.40 | $24,576.00 |
DisclosureSEC source: 0000907471-17-000017 · wf-form4_148529412914852.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,568 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 23, 2017 Filed Jan 24, 2017 21:42 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-17-000017 · wf-form4_148529412914852.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,808 F1 · kind: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 21:40 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,400 | $0.00 Strike: $39.84 | $0.00 |
DisclosureSEC source: 0000907471-17-000003 · wf-form4_148356604460947.xml · derivative · entry 9 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,400 shares Expires 2017-09-28 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. F2 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 21:40 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Exercise / conversionStock Option (Right to Buy) · Derivative | 7,264 | $0.00 Strike: $16.00 | $0.00 |
DisclosureSEC source: 0000907471-17-000003 · wf-form4_148356604460947.xml · derivative · entry 8 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 Underlying: Common Stock · 7,264 shares Expires 2018-09-30 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. F2 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 21:40 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 12,664 | $101.05 | $1,279,697.20 |
DisclosureSEC source: 0000907471-17-000003 · wf-form4_148356604460947.xml · nonDerivative · entry 4 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,058 F2 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 21:40 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Exercise / conversionCommon Stock | 7,264 | $16.00 | $116,224.00 |
DisclosureSEC source: 0000907471-17-000003 · wf-form4_148356604460947.xml · nonDerivative · entry 3 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,722 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. F2 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 21:40 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Exercise / conversionCommon Stock | 5,400 | $39.84 | $215,136.00 |
DisclosureSEC source: 0000907471-17-000003 · wf-form4_148356604460947.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,458 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. F2 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 21:40 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 10,844 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-17-000003 · wf-form4_148356604460947.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,058 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 22:54 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | SaleCommon Stock | 29,000 | $93.99 | $2,725,625.90 |
DisclosureSEC source: 0000907471-16-000056 · wf-form4_148037363584067.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President of MetaBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,214 Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 22:15 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 89,156 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-16-000052 · wf-form4_147950733726055.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President of MetaBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,214 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:02 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-16-000048 · wf-form4_147863892131803.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President of MetaBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,058 Read SEC document |
| October 11, 2016 Filed Oct 13, 2016 20:58 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 1,034 | $66.39 | $68,647.26 |
DisclosureSEC source: 0000907471-16-000040 · wf-form4_147639230362015.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President of MetaBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,258 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 20:58 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GrantCommon Stock | 10,844 | $66.39 | $719,933.16 |
DisclosureSEC source: 0000907471-16-000040 · wf-form4_147639230362015.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President of MetaBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,292 F1 · shares: Award pursuant to the Company's 2002 Omnibus Incentive Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.