Key facts
- CASH - PATHWARD FINANCIAL, INC. has 22 insiders with reported activity on this page.
- Net insider value flow over the last year: -$3,870,933.
- Recent transaction rows are available for direct filing-level review.
Insider Transactions Reported by 22 Insiders of PATHWARD FINANCIAL, INC.
- Symbol
- CASH on Nasdaq
- Location
- Sioux Falls, SD
Change
- Buy value: ; sell value: $3,870,933.
- Net share flow: -47,091.
Research use
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsNet insider flow leans to selling over the last 12 months. Net value: -$3,870,933.
Buys
$0
Shares: 0
Insiders: 0
Sells
$3,870,933
Shares: 47,091
Insiders: 7
Net
-$3,870,933
Shares: -47,091
Insiders: -7
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 20,641 | $0 | $1,900,265 | -$1,900,265 |
| 3-6 | 0 | 4,450 | $0 | $412,863 | -$412,863 |
| 6-9 | 0 | 22,000 | $0 | $1,557,805 | -$1,557,805 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
PATHWARD FINANCIAL, INC. executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Bradley C. Hanson | Director | $12,721,657 | Mixed | 09 Feb 2022 | ||
| Brett L. Pharr | Chief Executive Officer, Director | $7,393,368 | -$1,468,421 | -17% | Mixed | 23 Feb 2026 |
| Glen William Herrick | EVP, Exec. Adv | $4,815,075 | Mixed | 29 Nov 2023 | ||
| Anthony M. Sharett | President | $2,524,387 | -$822,825 | -25% | Mixed | 16 Dec 2025 |
| Elizabeth G. Hoople | Director | $2,438,971 | Mixed | 24 Feb 2026 | ||
| Charles C. Ingram | EVP, Chief Info & Ops Officer | $2,327,319 | Mixed | 05 Dec 2025 | ||
| Becky S. Shulman | Director | $2,255,318 | Mixed | 24 Feb 2026 | ||
| Greg Sigrist | Chief Financial Officer | $1,321,823 | Mixed | 05 Dec 2025 | ||
| Michael Robert Kramer | Director | $1,281,438 | Mixed | 01 Feb 2023 | ||
| Lizabeth H. Zlatkus | Director | $1,123,950 | Mixed | 24 Feb 2026 | ||
| Ronald D. Mccray | Director | $1,060,784 | Mixed | 24 Feb 2026 | ||
| Douglas J. Hajek | Director | $1,060,696 | -$636,175 | -37% | Filing P/S | 29 Apr 2026 |
| Kendall E. Stork | Director | $873,159 | -$282,450 | -24% | Mixed | 24 Feb 2026 |
| Nadia Dombrowski | Chief Legal and Admin Officer | $859,304 | -$357,300 | -29% | Mixed | 05 Dec 2025 |
| Christopher Perretta | Director | $625,665 | -$130,413 | -17% | Mixed | 24 Feb 2026 |
| Jennifer W. Warren | SVP, Chief Accounting Officer | $593,136 | Mixed | 05 Dec 2025 | ||
| Sonja Anne Theisen | EVP, and Dep. CFO | $566,661 | Mixed | 16 Mar 2023 | ||
| Kia S. Tang | EVP, Chief Ppl and Incl Ofcr | $478,589 | Mixed | 11 Apr 2022 | ||
| Frederick Moore V | Director | $418,595 | Mixed | 10 Mar 2023 | ||
| Neeraj Mehta | Director | $303,466 | -$173,350 | -36% | Mixed | 24 Feb 2026 |
| Anjana Thatte Berde | Chief People & Culture Officer | $182,776 | Mixed | 05 Dec 2025 | ||
| Eric Anthony Ferri | Chief Risk Officer | Mixed | 20 Apr 2026 |
Top shareholders of PATHWARD FINANCIAL, INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| STATE STREET CORP |
13F
13D/G
|
Company · STATE STREET CORPORATION |
5.8%
from 13D/G
|
1,328,788
|
$118,633,659 | — | 31 Mar 2026 | |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC |
13D/G
|
— |
5.3%
|
1,188,365
|
— | $0 | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
13D/G
|
Company |
5%
from 13D/G
|
1,093,338
|
$97,557,125 | — | 31 Mar 2026 | |
| Brett L. Pharr |
3/4/5
|
Chief Executive Officer, Director |
0.35%
|
78,875
|
$7,393,368 | -$1,468,421 | 23 Feb 2026 | |
| Anthony M. Sharett |
3/4/5
|
President |
0.16%
|
35,316
|
$2,524,387 | -$822,825 | 16 Dec 2025 | |
| Elizabeth G. Hoople |
3/4/5
|
Director |
0.15%
|
32,550
|
$2,438,971 | — | 24 Feb 2026 | |
| Charles C. Ingram |
3/4/5
|
EVP, Chief Info & Ops Officer |
0.14%
|
31,298
|
$2,327,319 | — | 05 Dec 2025 | |
| Becky S. Shulman |
3/4/5
|
Director |
0.13%
|
30,099
|
$2,255,318 | — | 24 Feb 2026 | |
| Greg Sigrist |
3/4/5
|
Chief Financial Officer |
0.08%
|
17,776
|
$1,321,823 | — | 05 Dec 2025 | |
| Lizabeth H. Zlatkus |
3/4/5
|
Director |
0.07%
|
15,000
|
$1,123,950 | — | 24 Feb 2026 | |
| Ronald D. Mccray |
3/4/5
|
Director |
0.06%
|
14,157
|
$1,060,784 | — | 24 Feb 2026 | |
| Douglas J. Hajek |
3/4/5
|
Director |
0.06%
|
12,281
|
$1,060,696 | -$636,175 | 29 Apr 2026 | |
| Kendall E. Stork |
3/4/5
|
Director |
0.05%
|
11,653
|
$873,159 | -$282,450 | 24 Feb 2026 | |
| Nadia Dombrowski |
3/4/5
|
Chief Legal and Admin Officer |
0.05%
|
11,556
|
$859,304 | -$357,300 | 05 Dec 2025 | |
| Christopher Perretta |
3/4/5
|
Director |
0.04%
|
8,350
|
$625,665 | -$130,413 | 24 Feb 2026 | |
| Jennifer W. Warren |
3/4/5
|
SVP, Chief Accounting Officer |
0.04%
|
8,034
|
$593,136 | — | 05 Dec 2025 | |
| Neeraj Mehta |
3/4/5
|
Director |
0.02%
|
4,050
|
$303,466 | -$173,350 | 24 Feb 2026 | |
| Anjana Thatte Berde |
3/4/5
|
Chief People & Culture Officer |
0.01%
|
2,458
|
$182,776 | — | 05 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
14%
|
3,159,659
|
$281,936,372 | — | 31 Mar 2026 | |
| FMR LLC |
13F
|
Company |
8.8%
|
1,956,515
|
$174,579,799 | — | 31 Mar 2026 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
5.1%
|
1,138,461
|
$101,584,875 | — | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
|
Company |
3.4%
|
750,164
|
$66,937,134 | — | 31 Mar 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
3.1%
|
699,745
|
$62,448,159 | — | 31 Mar 2026 | |
| EARNEST PARTNERS LLC |
13F
|
Company |
2.6%
|
573,512
|
$51,174,476 | — | 31 Mar 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
|
Company |
2%
|
436,444
|
$38,943,898 | — | 31 Mar 2026 | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
13F
|
Company |
1.6%
|
356,200
|
$31,783,726 | — | 31 Mar 2026 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.4%
|
302,503
|
$26,992,367 | — | 31 Mar 2026 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.2%
|
274,960
|
$24,157,985 | — | 31 Mar 2026 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
1.2%
|
269,961
|
$24,088,620 | — | 31 Mar 2026 | |
| Mawer Investment Management Ltd. |
13F
|
Company |
1.2%
|
268,543
|
$23,962,092 | — | 31 Mar 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.2%
|
267,437
|
$23,863,404 | — | 31 Mar 2026 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
1.2%
|
263,913
|
$23,548,957 | — | 31 Mar 2026 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.2%
|
257,135
|
$22,944,156 | — | 31 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
1.1%
|
237,954
|
$21,232,732 | — | 31 Mar 2026 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
1%
|
232,830
|
$20,959,357 | — | 31 Mar 2026 | |
| Clearbridge Investments, LLC |
13F
|
Company |
0.94%
|
209,219
|
$18,668,634 | — | 31 Mar 2026 | |
| Elgethun Capital Management |
13F
|
Company |
0.91%
|
203,763
|
$18,181,816 | — | 31 Mar 2026 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.89%
|
199,735
|
$17,822,354 | — | 31 Mar 2026 | |
| Nuveen, LLC |
13F
|
Company |
0.84%
|
186,889
|
$16,676,105 | — | 31 Mar 2026 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.78%
|
174,776
|
$15,595,262 | — | 31 Mar 2026 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.73%
|
163,225
|
$14,564,567 | — | 31 Mar 2026 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.71%
|
159,173
|
$14,202,985 | — | 31 Mar 2026 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.7%
|
155,287
|
$13,856,259 | — | 31 Mar 2026 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.68%
|
151,892
|
$13,553,323 | — | 31 Mar 2026 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.66%
|
147,697
|
$13,179,003 | — | 31 Mar 2026 | |
| VANGUARD FIDUCIARY TRUST CO |
13F
|
Company |
0.66%
|
146,657
|
$13,086,204 | — | 31 Mar 2026 | |
| Aptus Capital Advisors, LLC |
13F
|
Company |
0.65%
|
144,273
|
$12,873,479 | — | 31 Mar 2026 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.64%
|
143,565
|
$12,810,306 | — | 31 Mar 2026 | |
| Invesco Ltd. |
13F
|
Company |
0.62%
|
138,915
|
$12,395,386 | — | 31 Mar 2026 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.59%
|
132,407
|
$11,814,676 | — | 31 Mar 2026 |
Recent Insider Transactions by Companies or Individuals for PATHWARD FINANCIAL, INC.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Douglas J. Hajek | CASH | Common Stock | Sale | -28.9% | $431,844 | $86.37 | -5,000 | 12,281 | 29 Apr 2026 | Direct |
| Becky S. Shulman | CASH | Common Stock | Award | 5.8% | 1,650 | 30,099 | 24 Feb 2026 | Direct | ||
| Douglas J. Hajek | CASH | Common Stock | Award | 10.6% | 1,650 | 17,281 | 24 Feb 2026 | Direct | ||
| Elizabeth G. Hoople | CASH | Common Stock | Award | 5.34% | 1,650 | 32,550 | 24 Feb 2026 | Direct | ||
| Ronald D. Mccray | CASH | Common Stock | Award | 13.2% | 1,650 | 14,157 | 24 Feb 2026 | Direct | ||
| Christopher Perretta | CASH | Common Stock | Award | 24.6% | 1,650 | 8,350 | 24 Feb 2026 | Direct | ||
| Kendall E. Stork | CASH | Common Stock | Award | 21% | 1,650 | 9,500 | 24 Feb 2026 | Direct | ||
| Lizabeth H. Zlatkus | CASH | Common Stock | Award | 12.4% | 1,650 | 15,000 | 24 Feb 2026 | Direct | ||
| Neeraj Mehta | CASH | Common Stock | Award | 68.8% | 1,650 | 4,050 | 24 Feb 2026 | Direct | ||
| Brett L. Pharr | CASH | Common Stock | Sale | -16.7% | $1,468,421 | $93.88 | -15,641 | 78,261 | 23 Feb 2026 | Direct |
| Kendall E. Stork | CASH | Common Stock | Sale | -58.2% | $282,450 | $94.15 | -3,000 | 2,153 | 09 Feb 2026 | KS Trust |
| Christopher Perretta | CASH | Common Stock | Sale | -17.8% | $130,413 | $89.94 | -1,450 | 6,700 | 30 Jan 2026 | Direct |
| Anthony M. Sharett | CASH | Common Stock | Gift | -1.81% | -650 | 35,316 | 16 Dec 2025 | Direct | ||
| Douglas J. Hajek | CASH | Common Stock | Gift | -6.01% | -1,000 | 15,631 | 09 Dec 2025 | Direct | ||
| Jennifer W. Warren | CASH | Common Stock | Tax liability | -2.96% | -221 | 7,234 | 05 Dec 2025 | Direct | ||
| Anjana Thatte Berde | CASH | Common Stock | Tax liability | -4.43% | -114 | 2,458 | 05 Dec 2025 | Direct | ||
| Nadia Dombrowski | CASH | Common Stock | Tax liability | -2.96% | -353 | 11,556 | 05 Dec 2025 | Direct | ||
| Greg Sigrist | CASH | Common Stock | Tax liability | -3.98% | -737 | 17,776 | 05 Dec 2025 | Direct | ||
| Charles C. Ingram | CASH | Common Stock | Tax liability | -0.75% | -235 | 31,298 | 05 Dec 2025 | Direct | ||
| Anthony M. Sharett | CASH | Common Stock | Tax liability | -1.95% | -776 | 38,966 | 05 Dec 2025 | Direct | ||
| Brett L. Pharr | CASH | Common Stock | Tax liability | -2.28% | -2,192 | 93,902 | 05 Dec 2025 | Direct | ||
| Ronald D. Mccray | CASH | Common Stock | Gift | -14% | -2,037 | 12,507 | 04 Dec 2025 | Direct | ||
| Anthony M. Sharett | CASH | Common Stock | Award | 15.6% | 5,363 | 39,742 | 14 Nov 2025 | Direct | ||
| Charles C. Ingram | CASH | Common Stock | Award | 10.5% | 2,992 | 31,533 | 14 Nov 2025 | Direct | ||
| Greg Sigrist | CASH | Common Stock | Award | 38.7% | 5,168 | 18,513 | 14 Nov 2025 | Direct | ||
| Nadia Dombrowski | CASH | Common Stock | Award | 23.4% | 2,261 | 11,909 | 14 Nov 2025 | Direct | ||
| Jennifer W. Warren | CASH | Common Stock | Award | 56.3% | 2,684 | 7,455 | 14 Nov 2025 | Direct | ||
| Brett L. Pharr | CASH | Common Stock | Award | 19.8% | 15,916 | 96,094 | 14 Nov 2025 | Direct | ||
| Anjana Thatte Berde | CASH | Common Stock | Award | 142.2% | 1,510 | 2,572 | 14 Nov 2025 | Direct | ||
| Kendall E. Stork | CASH | Common Stock | Gift | -16.2% | -1,000 | 5,153 | 14 Nov 2025 | KS Trust | ||
| Nadia Dombrowski | CASH | Common Stock | Tax liability | -12.9% | -1,425 | 9,648 | 04 Nov 2025 | Direct | ||
| Nadia Dombrowski | CASH | Common Stock | Award | 69.6% | 4,545 | 11,073 | 04 Nov 2025 | Direct | ||
| Charles C. Ingram | CASH | Common Stock | Tax liability | -4.07% | -1,212 | 28,541 | 04 Nov 2025 | Direct | ||
| Charles C. Ingram | CASH | Common Stock | Award | 18.3% | 4,598 | 29,753 | 04 Nov 2025 | Direct | ||
| Anthony M. Sharett | CASH | Common Stock | Tax liability | -11.3% | -4,388 | 34,379 | 04 Nov 2025 | Direct | ||
| Anthony M. Sharett | CASH | Common Stock | Award | 54.1% | 13,612 | 38,767 | 04 Nov 2025 | Direct | ||
| Brett L. Pharr | CASH | Common Stock | Tax liability | -14.6% | -13,662 | 80,178 | 04 Nov 2025 | Direct | ||
| Brett L. Pharr | CASH | Common Stock | Award | 58.7% | 34,718 | 93,840 | 04 Nov 2025 | Direct | ||
| Douglas J. Hajek | CASH | Common Stock | Sale | -15.3% | $204,330 | $68.11 | -3,000 | 16,631 | 31 Oct 2025 | Direct |
| Neeraj Mehta | CASH | Common Stock | Sale | -51% | $173,350 | $69.34 | -2,500 | 2,400 | 28 Oct 2025 | Direct |
| Brett L. Pharr | CASH | Common Stock | Gift | -9.15% | -5,952 | 59,122 | 27 Oct 2025 | Direct | ||
| Nadia Dombrowski | CASH | Common Stock | Sale | -43.4% | $357,300 | $71.46 | -5,000 | 6,528 | 24 Oct 2025 | Direct |
| Anthony M. Sharett | CASH | Common Stock | Sale | -31.4% | $822,825 | $71.55 | -11,500 | 25,155 | 24 Oct 2025 | Direct |
| Jennifer W. Warren | CASH | Common Stock | Tax liability | -4.94% | -248 | 4,771 | 16 Oct 2025 | Direct | ||
| Nadia Dombrowski | CASH | Common Stock | Tax liability | -8.38% | -1,054 | 11,528 | 16 Oct 2025 | Direct | ||
| Charles C. Ingram | CASH | Common Stock | Tax liability | -2.34% | -603 | 25,155 | 16 Oct 2025 | Direct | ||
| Anthony M. Sharett | CASH | Common Stock | Tax liability | -4.39% | -1,685 | 36,655 | 16 Oct 2025 | Direct | ||
| Brett L. Pharr | CASH | Common Stock | Tax liability | -6.7% | -4,676 | 65,074 | 16 Oct 2025 | Direct | ||
| Greg Sigrist | CASH | Common Stock | Tax liability | -11.4% | -1,724 | 13,345 | 16 Oct 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.