What Pathward Financial Inc's executives and directors are doing with their own shares, from SEC Form 3/4/5 filings — separating what the filings state (awards, withholding, disclosed plans) from what only the pattern of dates shows.
| 3 months | 12 months | |
|---|---|---|
| Open-market buys | 0 | 0 |
| Sells | 0 | 6 |
| Total trades | 14 | 58 |
| 3 months | 12 months | |
|---|---|---|
| Acquired | 3,200 | 118,405 |
| Disposed | 15,224 | 77,817 |
| Net activity | −12,024 | +40,588 |
View rich charts and dive into the patterns of specific insiders — who is accumulating, who is winding down, and which sale explanations the filings actually support.
| Insider | Relation | Date | Transaction | Shares | Price | Value | Shares held |
|---|---|---|---|---|---|---|---|
| Sharett Anthony M. | President | Oct 23 | Disposition to Issuer · D | −9,113 | — | — | 25,445 |
| Sharett Anthony M. | President | Oct 16 | Withheld — tax / exercise cost · F | −758 | $72.93 | −$55.3K | 34,558 |
| Pharr Brett L. | Chief Executive Officer | Oct 16 | Withheld — tax / exercise cost · F | −2,063 | $72.93 | −$150K | 76,198 |
| Dombrowski Nadia | Chief Legal and Admin Officer | Oct 16 | Withheld — tax / exercise cost · F | −380 | $72.93 | −$27.7K | 11,176 |
| Sigrist Greg | Chief Financial Officer | Oct 16 | Withheld — tax / exercise cost · F | −2,447 | $72.93 | −$178K | 15,329 |
| Ingram Charles C. | EVP, Chief Info & Ops Officer | Oct 16 | Withheld — tax / exercise cost · F | −463 | $72.93 | −$33.8K | 30,835 |
| Stork Kendall E | Director | Sep 04 | Grant / award · A | +400 | — | — | 12,053 |
| Perretta Christopher | Director | Sep 04 | Grant / award · A | +400 | — | — | 8,750 |
| Shulman Becky S | Director | Sep 04 | Grant / award · A | +400 | — | — | 30,499 |
| Mccray Ronald D | Director | Sep 04 | Grant / award · A | +400 | — | — | 14,557 |
| Zlatkus Lizabeth H | Director | Sep 04 | Grant / award · A | +400 | — | — | 15,400 |
| Hoople Elizabeth G. | Director | Sep 04 | Grant / award · A | +400 | — | — | 28,450 |
| Mehta Neeraj | Director | Sep 04 | Grant / award · A | +400 | — | — | 4,450 |
| Hajek Douglas J. | Director | Sep 04 | Grant / award · A | +400 | — | — | 12,681 |
| Ferri Eric Anthony | EVP, Chief Risk Officer | Jun 07 | Grant / award · A | +8,638 | — | — | 8,638 |
| Hoople Elizabeth G. | Director | May 29 | Open-market sale · S | −4,500 | $82.29 | −$370K | 28,050 |
| Hajek Douglas J. | Director | Apr 29 | Open-market sale · S | −5,000 | $86.37 | −$432K | 12,281 |
| Zlatkus Lizabeth H | Director | Feb 24 | Grant / award · A | +1,650 | — | — | 15,000 |
| Hoople Elizabeth G. | Director | Feb 24 | Grant / award · A | +1,650 | — | — | 32,550 |
| Hajek Douglas J. | Director | Feb 24 | Grant / award · A | +1,650 | — | — | 17,281 |
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