Quick Takeaways
- CASH - PATHWARD FINANCIAL, INC. has 22 insiders with reported activity on this page.
- Net insider value flow over the last year: -$3,756,409.
- Recent transaction rows are available for direct filing-level review.
- Info
- Insider Trading
- Financials
- Holders
Insider Transactions Reported by 22 Insiders of PATHWARD FINANCIAL, INC.
- Symbol
- CASH on Nasdaq
- Location
- Sioux Falls, SD
What Changed
- Buy value: ; sell value: $3,756,408.
- Net share flow: -46,091.
Why This Matters
- 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.
Source 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: -$3,756,409.
Buys
$0
Shares: 0
Insiders: 0
Sells
$3,756,409
Shares: 46,091
Insiders: 7
Net
-$3,756,409
Shares: -46,091
Insiders: -7
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 20,091 | $0 | $1,881,284 | -$1,881,284 |
| 3-6 | 0 | 5,500 | $0 | $377,680 | -$377,680 |
| 6-9 | 0 | 16,500 | $0 | $1,180,125 | -$1,180,125 |
| 9-12 | 0 | 4,000 | $0 | $317,320 | -$317,320 |
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 | ||
| Douglas J. Hajek | Director | $1,294,865 | -$204,330 | -14% | Mixed | 24 Feb 2026 |
| 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 | ||
| Kendall E. Stork | Director | $873,159 | -$599,770 | -41% | 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 |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
15%
|
3,273,551
|
$232,422,121 | — | 31 Dec 2025 | |
| FMR LLC |
13F
|
Company |
7.7%
|
1,717,391
|
$121,934,737 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
6.8%
|
1,517,110
|
$107,714,810 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13D/G
13F
|
STATE STREET CORPORATION · Company |
5.8%
|
1,294,836
|
$97,022,061 | -$26,817,447 | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
5.3%
|
1,188,365
|
$84,373,915 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
13D/G
|
Company |
5%
from 13D/G
|
1,104,594
|
$78,428,049 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
3.1%
|
692,116
|
$49,146,996 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.5%
|
338,026
|
$23,999,846 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.4%
|
320,213
|
$22,735,344 | — | 31 Dec 2025 | |
| Mawer Investment Management Ltd. |
13F
|
Company |
1.4%
|
310,623
|
$22,054,233 | — | 31 Dec 2025 | |
| COMERICA BANK |
13F
|
Company |
1.3%
|
295,999
|
$21,015,900 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.2%
|
274,774
|
$19,508,954 | — | 31 Dec 2025 | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
13F
|
Company |
1.2%
|
264,100
|
$18,751,100 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
249,427
|
$17,709,317 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.1%
|
247,832
|
$17,596,072 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.98%
|
218,506
|
$15,513,926 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.97%
|
215,833
|
$15,324,143 | — | 31 Dec 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.94%
|
210,839
|
$14,969,569 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.92%
|
204,437
|
$14,515,027 | — | 31 Dec 2025 | |
| Elgethun Capital Management |
13F
|
Company |
0.91%
|
202,782
|
$14,397,494 | — | 31 Dec 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.84%
|
187,990
|
$13,347,290 | — | 31 Dec 2025 | |
| Bradley C. Hanson |
3/4/5
|
Director |
—
class O/S missing
|
251,914
|
$12,721,657 | — | 09 Feb 2022 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.78%
|
174,251
|
$12,371,821 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.75%
|
167,310
|
$11,879,035 | — | 31 Dec 2025 | |
| Phocas Financial Corp. |
13F
|
Company |
0.75%
|
166,353
|
$11,811,063 | — | 31 Dec 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.72%
|
159,673
|
$11,475,699 | — | 31 Dec 2025 | |
| Clearbridge Investments, LLC |
13F
|
Company |
0.7%
|
155,243
|
$11,022,222 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.68%
|
151,991
|
$10,791,361 | — | 31 Dec 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.68%
|
151,768
|
$10,775,528 | — | 31 Dec 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.65%
|
145,843
|
$10,354,853 | — | 31 Dec 2025 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.65%
|
144,941
|
$10,290,811 | — | 31 Dec 2025 | |
| Aptus Capital Advisors, LLC |
13F
|
Company |
0.64%
|
142,813
|
$10,139,723 | — | 31 Dec 2025 | |
| Nantahala Capital Management, LLC |
13F
|
Company |
0.59%
|
131,608
|
$9,344,168 | — | 31 Dec 2025 | |
| Cerity Partners LLC |
13F
|
Company |
0.54%
|
119,497
|
$8,484,255 | — | 31 Dec 2025 | |
| Brevan Howard Capital Management LP |
13F
|
Company |
0.52%
|
115,505
|
$8,200,855 | — | 31 Dec 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.5%
|
112,264
|
$7,970,744 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.49%
|
108,900
|
$7,731,900 | — | 31 Dec 2025 | |
| MOODY ALDRICH PARTNERS LLC |
13F
|
Company |
0.48%
|
106,445
|
$7,557,595 | — | 31 Dec 2025 | |
| Brett L. Pharr |
3/4/5
|
Chief Executive Officer, Director |
0.35%
|
78,875
|
$7,393,368 | -$1,468,421 | 23 Feb 2026 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.46%
|
103,200
|
$7,327,200 | — | 31 Dec 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.46%
|
103,117
|
$7,321,307 | — | 31 Dec 2025 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.45%
|
100,393
|
$7,127,903 | — | 31 Dec 2025 | |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
|
Company |
0.05%
|
11,510
|
$7,007,302 | — | 31 Dec 2025 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.44%
|
97,763
|
$6,941,173 | — | 31 Dec 2025 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.43%
|
95,505
|
$6,780,855 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.42%
|
93,495
|
$6,638,145 | — | 31 Dec 2025 | |
| INTECH INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.34%
|
75,685
|
$5,373,635 | — | 31 Dec 2025 | |
| BOOTHBAY FUND MANAGEMENT, LLC |
13F
|
Company |
0.32%
|
70,897
|
$5,033,687 | — | 31 Dec 2025 | |
| Glen William Herrick |
3/4/5
|
EVP, Exec. Adv |
—
class O/S missing
|
95,348
|
$4,815,075 | — | 29 Nov 2023 | |
| ALGERT GLOBAL LLC |
13F
|
Company |
0.29%
|
64,895
|
$4,608,000 | — | 31 Dec 2025 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||
| Kendall E. Stork | CASH | Common Stock | Sale | -39.4% | $317,320 | $79.33 | -4,000 | 6,153 | 29 Apr 2025 | KS Trust |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.