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Company Analysis

CASH Insider Trading

PATHWARD FINANCIAL, INC. | National Commercial Banks

Comprehensive Trading Performance Summary

The investment history of corporate insiders at PATHWARD FINANCIAL, INC. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the National Commercial Banks sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2026-06-01 20:58 2026-05-29 Hoople Elizabeth G. Director SELL $82.29 4,500 $370,305 28,050 -13.8%
2026-02-25 00:50 2026-02-23 Pharr Brett L. Director, Officer - Chief Executive Officer SELL $93.88 15,641 $1,468,421 78,261 -16.7%
2026-02-11 00:23 2026-02-09 Stork Kendall E Director SELL $94.15 3,000 $282,450 2,153 -58.2%
2026-02-05 00:02 2026-01-30 Perretta Christopher Director SELL $89.94 1,450 $130,413 6,700 -17.8%
2025-12-02 00:02 2025-10-28 Mehta Neeraj Director SELL $69.34 2,500 $173,350 2,400 -51.0%
2025-11-04 00:04 2025-10-31 Hajek Douglas J. Director SELL $68.11 3,000 $204,330 16,631 -15.3%
2025-10-30 23:07 2025-10-24 Dombrowski Nadia Officer - Chief Legal and Admin Officer SELL $71.46 5,000 $357,300 6,528 -43.4%
2025-10-27 23:10 2025-10-24 Sharett Anthony M. Officer - President SELL $71.55 11,500 $822,825 25,155 -31.4%
2025-04-30 23:04 2025-04-29 Stork Kendall E Director SELL $79.33 4,000 $317,320 6,153 -39.4%
2025-04-29 23:17 2025-04-25 Warren Jennifer W. Officer - SVP, Chief Accounting Officer SELL $77.97 1,667 $129,976 5,019 -24.9%
2025-04-29 23:16 2025-04-25 Pharr Brett L. Director, Officer - Chief Executive Officer SELL $78.07 10,365 $809,196 69,750 -12.9%
2025-04-28 23:41 2025-04-25 Hajek Douglas J. Director SELL $79.26 1,850 $146,631 19,631 -8.6%
2024-11-13 00:45 2024-11-08 Sigrist Greg Officer - Chief Financial Officer SELL $80.60 2,250 $181,350 9,644 -18.9%
2024-11-09 00:05 2024-11-06 Warren Jennifer W. Officer - SVP, Chief Accounting Officer SELL $79.15 1,556 $123,157 5,008 -23.7%
2024-09-16 23:41 2024-09-13 Sharett Anthony M. Officer - President SELL $66.40 3,100 $205,840 30,046 -9.4%
2024-09-16 23:37 2024-09-12 Hajek Douglas J. Director SELL $64.91 2,000 $129,820 19,531 -9.3%
2024-05-09 00:05 2024-05-06 Stork Kendall E Director SELL $53.53 2,000 $107,060 11,213 -15.1%
2024-03-19 00:38 2024-03-15 Sharett Anthony M. Officer - President SELL $47.50 1,000 $47,500 33,146 -2.9%
2023-12-02 00:08 2023-11-29 Herrick Glen William Officer - EVP, Exec. Adv SELL $50.50 14,019 $707,960 91,145 -13.3%
2023-11-25 01:06 2023-11-21 Herrick Glen William Officer - EVP, CFO SELL $50.50 11 $556 105,164 0.0%
2023-11-22 00:52 2023-11-17 Herrick Glen William Officer - EVP, CFO SELL $50.50 5,970 $301,485 105,175 -5.4%
2023-03-17 18:57 2023-03-16 Perretta Christopher Director BUY $45.35 300 $13,605 3,250 +10.2%
2023-03-16 19:16 2023-03-16 Dombrowski Nadia Officer - Chief Legal and Admin Officer BUY $42.57 200 $8,514 7,868 +2.6%
2023-03-16 19:40 2023-03-16 Ingram Charles C. Officer - EVP, Chief Information Officer BUY $42.62 200 $8,524 22,776 +0.9%
2023-03-16 18:22 2023-03-16 Theisen Sonja Anne Officer - EVP, and Dep. CFO BUY $42.65 350 $14,928 8,623 +4.2%
2023-03-16 23:20 2023-03-16 Hoople Elizabeth G. Director BUY $45.94 500 $22,970 26,000 +2.0%
2023-03-16 17:32 2023-03-16 Herrick Glen William Officer - EVP, CFO BUY $43.47 1,000 $43,466 109,322 +0.9%
2023-03-15 23:59 2023-03-10 Moore Frederick V Director SELL $46.61 3,350 $156,144 4,110 -44.9%
2023-02-04 00:34 2023-02-02 Pharr Brett L. Director, Officer - Chief Executive Officer SELL $51.67 10,000 $516,700 63,119 -13.7%
2023-02-04 00:24 2023-02-01 Kramer Michael Robert Director SELL $50.35 10,000 $503,450 17,725 -36.1%
2023-02-04 00:37 2023-02-03 Hajek Douglas J. Director SELL $51.51 3,000 $154,530 16,081 -15.7%
2023-01-19 01:02 2023-01-17 Sharett Anthony M. Officer - President SELL $46.60 2,500 $116,500 30,486 -7.6%
2022-11-03 23:11 2022-11-02 Moore Frederick V Director SELL $41.30 600 $24,780 4,510 -11.7%
2022-08-18 23:32 2022-08-16 Kramer Michael Robert Director SELL $37.00 250 $9,250 9,850 -2.5%
2022-08-17 00:34 2022-08-12 Kramer Michael Robert Director SELL $36.26 500 $18,128 10,100 -4.7%
2022-08-12 00:00 2022-08-10 Kramer Michael Robert Director SELL $35.87 1,000 $35,868 10,600 -8.6%
2022-08-10 23:38 2022-08-08 Ingram Charles C. Officer - EVP, Chief Information Officer BUY $34.25 1,250 $42,813 22,026 +6.0%
2022-08-10 23:42 2022-08-08 Kramer Michael Robert Director SELL $34.45 750 $25,838 11,600 -6.1%
2022-08-06 00:00 2022-08-03 Kramer Michael Robert Director SELL $34.25 500 $17,125 12,350 -3.9%
2022-08-03 23:36 2022-08-02 Hajek Douglas J. Director BUY $34.02 500 $17,010 19,081 +2.7%
2022-08-02 18:48 2022-08-01 Pharr Brett L. Director, Officer - Chief Executive Officer BUY $33.16 2,500 $82,900 51,875 +5.1%
2022-08-02 18:49 2022-08-02 Herrick Glen William Officer - EVP, CFO BUY $33.46 3,000 $100,380 104,869 +2.9%
2022-07-05 23:11 2022-07-01 Pharr Brett L. Director, Officer - Chief Executive Officer BUY $40.00 2,500 $100,000 49,375 +5.3%
2022-06-15 23:38 2022-06-14 Pharr Brett L. Director, Officer - Chief Executive Officer BUY $37.25 2,500 $93,125 46,875 +5.6%
2022-06-01 23:30 2022-05-31 Kramer Michael Robert Director SELL $41.48 1,000 $41,480 12,850 -7.2%
2022-04-13 23:19 2022-04-11 Tang Kia S. Officer - EVP, Chief Ppl and Incl Ofcr SELL $50.09 4,557 $228,260 9,477 -32.5%
2022-02-26 00:37 2022-02-24 Moore Frederick V Director SELL $52.24 670 $35,001 5,110 -11.6%
2022-02-12 01:41 2022-02-09 Hanson Bradley C Director SELL $60.00 30 $1,800 14,500 -0.2%
2022-02-04 02:02 2022-02-01 Herrick Glen William Officer - EVP, CFO SELL $59.62 15,145 $902,924 101,869 -12.9%
2022-02-03 01:38 2022-01-31 Kramer Michael Robert Director SELL $60.00 5,000 $300,000 13,850 -26.5%
SHOW ENTRIES

How to Interpret $CASH Trades

Not every insider transaction in PATHWARD FINANCIAL, INC. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $CASH shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for CASH

Insider activity data for PATHWARD FINANCIAL, INC. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $CASH, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.