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 |
|---|---|---|---|---|---|---|
| September 30, 2016 Filed Oct 4, 2016 14:05 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | Tax withholdingCommon Stock | 583 | $61.38 | $35,784.54 |
DisclosureSEC source: 0000907471-16-000030 · wf-form4_147558991610800.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President of MetaBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,448 F1 · shares: Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock. Read SEC document |
| November 03, 2015 Filed Aug 2, 2017 20:08 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-17-000068 · wf-form4_150170452584505.xml · nonDerivative · entry 2 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,637 Read SEC document |
| October 21, 2014 Filed Aug 2, 2017 20:08 UTC | PATHWARD FINANCIAL, INC. CASH · Entity 4627 | GiftCommon Stock | 1,931 | $0.00 | $0.00 |
DisclosureSEC source: 0000907471-17-000068 · wf-form4_150170452584505.xml · nonDerivative · entry 1 Hanson Bradley C · CIK 0001342375 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,637 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.