Comparable stake leader
STATE STREET CORP
SEC ownership of PATHWARD FINANCIAL, INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000907471.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
04 Sep 2026
- Public ticker
- CASH on Nasdaq
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
STATE STREET CORP
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
STATE STREET CORP
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
04 Sep 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000907471
- Issuer location
- Sioux Falls, SD
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of PATHWARD FINANCIAL, INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
STATE STREET CORP
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
04 Sep 2026
13F
13D/G
3/4/5
Lead comparable stake: 6.8%
13D/G row: STATE STREET CORP
Showing 1-8 of 50 holder rows.
Quick read
STATE STREET CORP leads the comparable SEC ownership view at 6.8%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens STATE STREET CORP's linked filing trail.
Comparable ownership
Top 5
STATE STREET CORP
6.8%
AMERICAN CENTURY INVESTMENT MANAG...
5.3%
DIMENSIONAL FUND ADVISORS LP
5%
Brett L. Pharr
0.37%
Anthony M. Sharett
0.17%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| STATE STREET CORP |
13F
13D/G
Company · STATE STREET CORPORATION
|
6.8%
from 13D/G
|
$125,335,981
1,438,880 shares
|
— | 30 Jun 2026 |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC |
13D/G
|
5.3%
|
—
1,188,365 shares
|
$0 | 31 Dec 2025 |
| DIMENSIONAL FUND ADVISORS LP |
13F
13D/G
Company
|
5%
from 13D/G
|
$92,705,489
1,064,854 shares
|
— | 30 Jun 2026 |
| Brett L. Pharr |
3/4/5
Chief Executive Officer, Director
|
0.37%
|
$7,393,368
78,875 shares
|
-$1,468,421 | 23 Feb 2026 |
| Anthony M. Sharett |
3/4/5
President
|
0.17%
|
$2,524,387
35,316 shares
|
-$822,825 | 16 Dec 2025 |
| Charles C. Ingram |
3/4/5
EVP, Chief Info & Ops Officer
|
0.15%
|
$2,327,319
31,298 shares
|
— | 05 Dec 2025 |
| Becky S. Shulman |
3/4/5
Director
|
0.14%
|
$2,655,242
30,499 shares
|
— | 04 Sep 2026 |
| Elizabeth G. Hoople |
3/4/5
Director
|
0.13%
|
$2,476,857
28,450 shares
|
-$370,305 | 04 Sep 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$4,241,238.
Buys
$0
Insiders: 0
Sells
$4,241,238
Insiders: 8
Net
-$4,241,238
Shares: -51,591
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 51,591
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 9,500 | $0 | $802,150 | -$802,150 |
| 6-9 | 0 | 20,091 | $0 | $1,881,284 | -$1,881,284 |
| 9-12 | 0 | 22,000 | $0 | $1,557,805 | -$1,557,805 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 22 reporting-owner rows connected to PATHWARD FINANCIAL, INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
22
Largest Forms 3/4/5 holder
Bradley C. Hanson
Net 12M change
-$4,241,239
Latest report
04 Sep 2026
| 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 | ||
| Becky S. Shulman | Director | $2,655,242 | Median | 04 Sep 2026 | ||
| Anthony M. Sharett | President | $2,524,387 | -$822,825 | -25% | Mixed | 16 Dec 2025 |
| Elizabeth G. Hoople | Director | $2,476,857 | -$370,305 | -13% | Median | 04 Sep 2026 |
| Charles C. Ingram | EVP, Chief Info & Ops Officer | $2,327,319 | Mixed | 05 Dec 2025 | ||
| Kendall E. Stork | Director | $1,761,169 | -$282,450 | -14% | Mixed | 04 Sep 2026 |
| Lizabeth H. Zlatkus | Director | $1,340,724 | Median | 04 Sep 2026 | ||
| Greg Sigrist | Chief Financial Officer | $1,321,823 | Mixed | 05 Dec 2025 | ||
| Michael Robert Kramer | Director | $1,281,438 | Mixed | 01 Feb 2023 | ||
| Ronald D. Mccray | Director | $1,267,332 | Median | 04 Sep 2026 | ||
| Douglas J. Hajek | Director | $1,104,007 | -$636,175 | -37% | Median | 04 Sep 2026 |
| Nadia Dombrowski | Chief Legal and Admin Officer | $859,304 | -$357,300 | -29% | Mixed | 05 Dec 2025 |
| Eric Anthony Ferri | EVP, Chief Risk Officer | $770,768 | Mixed | 07 Jun 2026 | ||
| Christopher Perretta | Director | $761,775 | -$130,413 | -15% | Median | 04 Sep 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 |
Recent insider transactions for PATHWARD FINANCIAL, INC.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Neeraj Mehta | CASH | Common Stock | Award | 9.88% | 400 | 4,450 | 04 Sep 2026 | Direct | ||
| Ronald D. Mccray | CASH | Common Stock | Award | 2.83% | 400 | 14,557 | 04 Sep 2026 | Direct | ||
| Elizabeth G. Hoople | CASH | Common Stock | Award | 1.43% | 400 | 28,450 | 04 Sep 2026 | Direct | ||
| Christopher Perretta | CASH | Common Stock | Award | 4.79% | 400 | 8,750 | 04 Sep 2026 | Direct | ||
| Becky S. Shulman | CASH | Common Stock | Award | 1.33% | 400 | 30,499 | 04 Sep 2026 | Direct | ||
| Douglas J. Hajek | CASH | Common Stock | Award | 3.26% | 400 | 12,681 | 04 Sep 2026 | Direct | ||
| Kendall E. Stork | CASH | Common Stock | Award | 3.43% | 400 | 12,053 | 04 Sep 2026 | KS Trust | ||
| Lizabeth H. Zlatkus | CASH | Common Stock | Award | 2.67% | 400 | 15,400 | 04 Sep 2026 | Direct | ||
| Eric Anthony Ferri | CASH | Common Stock | Award | 8,638 | 8,638 | 07 Jun 2026 | Direct | |||
| Elizabeth G. Hoople | CASH | Common Stock | Sale | -13.8% | $370,305 | $82.29 | -4,500 | 28,050 | 29 May 2026 | Direct |
| 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 |
* marks a reported price that did not pass the local price check.