CASH Insider Trading

Insider Ownership Percentage: 0.72%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $349,540.50

Pathward Financial Insider Trading History Chart

This chart shows the insider buying and selling history at Pathward Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Pathward Financial Share Price & Price History

Current Price: $52.14
Price Change: Price Decrease of -0.78 (-1.47%)
As of 04/26/2024 01:00 AM ET

This chart shows the closing price history over time for CASH up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Pathward Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
3/15/2024Anthony M. SharettPresidentSell1,000$47.50$47,500.0033,146View SEC Filing Icon  
11/21/2023Glen William HerrickCFOSell11$50.50$555.50105,164View SEC Filing Icon  
11/17/2023Glen William HerrickCFOSell5,970$50.50$301,485.00105,175View SEC Filing Icon  
3/16/2023Charles C IngramEVPBuy200$42.62$8,524.0022,776View SEC Filing Icon  
3/16/2023Christopher PerrettaDirectorBuy300$45.35$13,605.003,250View SEC Filing Icon  
3/16/2023Sonja Anne TheisenCFOBuy350$42.65$14,927.508,623View SEC Filing Icon  
3/10/2023Frederick V MooreDirectorSell3,350$46.61$156,143.504,110View SEC Filing Icon  
1/17/2023Anthony M. SharettPresidentSell2,500$46.60$116,500.0030,486View SEC Filing Icon  
8/15/2022Michael Robert KramerDirectorSell250$36.25$9,062.5010,100View SEC Filing Icon  
8/12/2022Michael Robert KramerDirectorSell250$36.26$9,065.0010,350View SEC Filing Icon  
8/10/2022Michael Robert KramerDirectorSell750$35.74$26,805.0010,850View SEC Filing Icon  
8/8/2022Charles C IngramEVPBuy1,250$34.25$42,812.5022,026View SEC Filing Icon  
8/8/2022Michael Robert KramerDirectorSell250$34.75$8,687.5012,100View SEC Filing Icon  
8/4/2022Michael Robert KramerDirectorSell250$34.50$8,625.0012,350View SEC Filing Icon  
8/2/2022Douglas J HajekDirectorBuy500$34.02$17,010.0019,081View SEC Filing Icon  
8/2/2022Glen William HerrickCFOBuy3,000$33.46$100,380.00104,869View SEC Filing Icon  
8/1/2022Brett L. PharrCEOBuy2,500$33.16$82,900.0051,875View SEC Filing Icon  
7/1/2022Brett L. PharrCEOBuy2,500$40.00$100,000.0049,375View SEC Filing Icon  
6/14/2022Brett L. PharrCEOBuy2,500$37.25$93,125.0046,875View SEC Filing Icon  
5/31/2022Michael Robert KramerDirectorSell1,000$41.48$41,480.0012,850View SEC Filing Icon  
4/11/2022Kia S TangEVPSell4,557$50.09$228,260.139,477View SEC Filing Icon  
2/9/2022Bradley C. HansonDirectorSell30$60.00$1,800.00View SEC Filing Icon  
2/1/2022Glen William HerrickCFOSell15,145$59.62$902,944.90View SEC Filing Icon  
1/31/2022Michael Robert KramerDirectorSell2,300$60.00$138,000.00View SEC Filing Icon  
1/14/2022Sonja Anne TheisenEVPSell1,066$62.00$66,092.00View SEC Filing Icon  
12/13/2021Elizabeth G. HoopleDirectorSell7,250$57.18$414,555.00View SEC Filing Icon  
11/3/2021Michael Robert KramerDirectorSell2,000$59.72$119,440.00View SEC Filing Icon  
9/23/2021Anthony M. SharettEVPSell589$51.69$30,445.41View SEC Filing Icon  
5/3/2021Glen William HerrickCFOSell45,000$49.15$2,211,750.00124,088View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Pathward Financial (NASDAQ:CASH)

92.66% of Pathward Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at CASH by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Pathward Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Yousif Capital Management LLC11,582$0.59M0.0%-18.6%0.045%Search for SEC Filing on Google Icon
4/26/2024Mesirow Financial Investment Management Inc.5,153$0.26M0.0%-23.2%0.020%Search for SEC Filing on Google Icon
4/24/2024Assenagon Asset Management S.A.73,351$3.70M0.0%+232.7%0.288%Search for SEC Filing on Google Icon
4/23/2024Louisiana State Employees Retirement System12,600$0.64M0.0%-3.8%0.049%Search for SEC Filing on Google Icon
4/20/2024Maryland State Retirement & Pension System9,185$0.44M0.0%-3.5%0.036%Search for SEC Filing on Google Icon
4/19/2024State of Alaska Department of Revenue15,559$0.79M0.0%-3.4%0.061%Search for SEC Filing on Google Icon
4/19/2024Mesirow Financial Investment Management Inc.5,153$0.26M1.3%-23.2%0.020%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC5,498$0.28M0.0%+11.3%0.022%Search for SEC Filing on Google Icon
4/18/2024Diversified Trust Co7,777$0.39M0.0%+4.1%0.031%Search for SEC Filing on Google Icon
4/16/2024Wealth Enhancement Advisory Services LLC352,990$17.82M0.0%N/A1.385%Search for SEC Filing on Google Icon
4/11/2024City State Bank2,890$0.15M0.1%-10.1%0.011%Search for SEC Filing on Google Icon
4/11/2024Tealwood Asset Management Inc.24,198$1.22M0.6%-1.1%0.095%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.2,069,764$109.55M0.0%-0.1%8.120%Search for SEC Filing on Google Icon
3/1/2024Goldman Sachs Group Inc.1,583,602$83.82M0.0%+4.6%6.213%Search for SEC Filing on Google Icon
2/26/2024Virtu Financial LLC4,955$0.26M0.0%N/A0.019%Search for SEC Filing on Google Icon
2/15/2024Orchard Capital Management LLC187,463$9.92M3.1%+5.6%0.735%Search for SEC Filing on Google Icon
2/15/2024Grizzlyrock Capital LLC193,400$10.24M7.7%N/A0.759%Search for SEC Filing on Google Icon
2/14/2024Greenwich Investment Management Inc.129,622$6.86M5.2%N/A0.509%Search for SEC Filing on Google Icon
2/13/2024Epoch Investment Partners Inc.249,886$13.23M0.1%-10.6%0.980%Search for SEC Filing on Google Icon
2/13/2024Vinva Investment Management Ltd78,727$4.17M0.3%+11.2%0.309%Search for SEC Filing on Google Icon
2/13/2024Goldman Sachs Group Inc.1,583,602$83.82M0.0%+4.6%6.213%Search for SEC Filing on Google Icon
2/13/2024Rafferty Asset Management LLC42,370$2.24M0.0%+43.5%0.166%Search for SEC Filing on Google Icon
2/13/2024Campbell & CO Investment Adviser LLC36,512$1.93M0.2%+513.5%0.143%Search for SEC Filing on Google Icon
2/12/2024Steward Partners Investment Advisory LLC4,843$0.26M0.0%+10.0%0.019%Search for SEC Filing on Google Icon
2/12/2024Hsbc Holdings PLC20,643$1.11M0.0%N/A0.081%Search for SEC Filing on Google Icon
2/9/2024US Bancorp DE16,330$0.86M0.0%+27.0%0.063%Search for SEC Filing on Google Icon
2/9/2024Quest Partners LLC12,446$0.66M0.1%N/A0.048%Search for SEC Filing on Google Icon
2/9/2024Trexquant Investment LP20,022$1.06M0.0%+47.6%0.077%Search for SEC Filing on Google Icon
2/8/2024Panagora Asset Management Inc.163,151$8.64M0.0%+0.4%0.628%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP1,528,223$80.89M0.0%+0.6%5.880%Search for SEC Filing on Google Icon
2/7/2024BNP Paribas Financial Markets12,136$0.64M0.0%-81.9%0.047%Search for SEC Filing on Google Icon
2/7/2024Teacher Retirement System of Texas24,599$1.30M0.0%+47.6%0.095%Search for SEC Filing on Google Icon
2/6/2024Charles Schwab Investment Management Inc.307,377$16.27M0.0%+1.2%1.183%Search for SEC Filing on Google Icon
2/6/2024National Bank of Canada FI50,058$2.63M0.0%-42.5%0.193%Search for SEC Filing on Google Icon
2/6/2024Amalgamated Bank10,124$0.54M0.0%-6.3%0.039%Search for SEC Filing on Google Icon
2/6/2024Summit Global Investments24,415$1.29M0.1%N/A0.094%Search for SEC Filing on Google Icon
2/6/2024Swiss National Bank51,700$2.74M0.0%-12.7%0.199%Search for SEC Filing on Google Icon
2/6/2024New York Life Investment Management LLC8,323$0.44M0.0%-3.0%0.032%Search for SEC Filing on Google Icon
2/5/2024Victory Capital Management Inc.10,866$0.58M0.0%+31.5%0.042%Search for SEC Filing on Google Icon
2/5/2024SummerHaven Investment Management LLC14,259$0.76M0.5%+1.5%0.055%Search for SEC Filing on Google Icon
2/5/2024Russell Investments Group Ltd.26,228$1.39M0.0%-37.0%0.101%Search for SEC Filing on Google Icon
2/2/2024Kennicott Capital Management LLC669$35K0.0%N/A0.003%Search for SEC Filing on Google Icon
2/1/2024Yousif Capital Management LLC14,225$0.75M0.0%+8.9%0.055%Search for SEC Filing on Google Icon
2/1/2024New York State Common Retirement Fund36,290$1.92M0.0%+2.3%0.140%Search for SEC Filing on Google Icon
2/1/2024Illinois Municipal Retirement Fund14,688$0.78M0.0%-6.5%0.057%Search for SEC Filing on Google Icon
2/1/2024Duality Advisers LP3,826$0.20M0.0%N/A0.015%Search for SEC Filing on Google Icon
2/1/2024Carmel Capital Partners LLC4,831$0.26M0.1%+523.4%0.019%Search for SEC Filing on Google Icon
1/30/2024Phocas Financial Corp.193,943$10.27M1.4%+1.8%0.746%Search for SEC Filing on Google Icon
1/29/2024Louisiana State Employees Retirement System13,100$0.69M0.0%N/A0.050%Search for SEC Filing on Google Icon
1/26/2024Moody Aldrich Partners LLC127,316$6.74M1.2%+41.1%0.490%Search for SEC Filing on Google Icon
1/25/2024Allspring Global Investments Holdings LLC4,942$0.26M0.0%-24.0%0.019%Search for SEC Filing on Google Icon
1/25/2024Nisa Investment Advisors LLC2,535$0.13M0.0%+24.6%0.010%Search for SEC Filing on Google Icon
1/24/2024DekaBank Deutsche Girozentrale5,646$0.30M0.0%+70.3%0.022%Search for SEC Filing on Google Icon
1/24/2024Arizona State Retirement System7,332$0.39M0.0%-4.3%0.028%Search for SEC Filing on Google Icon
1/19/2024State of Alaska Department of Revenue16,109$0.85M0.0%-1.3%0.062%Search for SEC Filing on Google Icon
1/18/2024Cottage Street Advisors LLC2,114$0.11M0.1%+60.9%0.008%Search for SEC Filing on Google Icon
1/18/2024Clear Harbor Asset Management LLC10,344$0.55M0.1%-8.8%0.040%Search for SEC Filing on Google Icon
1/17/2024Assenagon Asset Management S.A.22,047$1.17M0.0%-84.5%0.085%Search for SEC Filing on Google Icon
1/16/2024Raymond James & Associates10,822$0.57M0.0%-12.4%0.042%Search for SEC Filing on Google Icon
1/12/2024SG Americas Securities LLC3,121$0.17M0.0%-81.2%0.012%Search for SEC Filing on Google Icon
1/12/2024Rosenthal Henry Capital Advisors Inc.55,295$2.93M3.3%-7.7%0.213%Search for SEC Filing on Google Icon
1/12/2024Advisor Resource Council5,146$0.27M0.0%N/A0.020%Search for SEC Filing on Google Icon
1/11/2024Ziegler Capital Management LLC84,269$4.46M0.2%-60.8%0.324%Search for SEC Filing on Google Icon
1/9/2024Sage Capital Advisors llc41,011$2.17M0.7%-21.1%0.158%Search for SEC Filing on Google Icon
1/8/2024Tealwood Asset Management Inc.24,457$1.30M0.6%-2.7%0.094%Search for SEC Filing on Google Icon
1/8/2024Diversified Trust Co7,472$0.40M0.0%+8.8%0.029%Search for SEC Filing on Google Icon
12/19/2023Public Employees Retirement System of Ohio21,832$1.01M0.0%-18.7%0.084%Search for SEC Filing on Google Icon
12/18/2023Vanguard Group Inc.2,072,467$95.52M0.0%-0.9%7.974%Search for SEC Filing on Google Icon
11/30/2023American Century Companies Inc.301,410$13.89M0.0%+8.9%1.160%Search for SEC Filing on Google Icon
11/22/2023Public Sector Pension Investment Board307,965$14.19M0.1%-4.7%1.185%Search for SEC Filing on Google Icon
11/17/2023Jacobs Levy Equity Management Inc.312,784$14.42M0.1%-13.6%1.192%Search for SEC Filing on Google Icon
11/16/2023Tudor Investment Corp Et Al66,297$3.06M0.0%+4.8%0.253%Search for SEC Filing on Google Icon
11/15/2023Alps Advisors Inc.6,890$0.32M0.0%N/A0.026%Search for SEC Filing on Google Icon
11/15/2023Alta Fox Capital Management LLC185,303$8.54M9.4%-44.3%0.706%Search for SEC Filing on Google Icon
11/15/2023Glenmede Trust Co. NA10,517$0.49M0.0%N/A0.040%Search for SEC Filing on Google Icon
11/14/2023Nomura Holdings Inc.4,716$0.22M0.0%-70.2%0.018%Search for SEC Filing on Google Icon
11/14/2023Trexquant Investment LP13,565$0.63M0.0%N/A0.052%Search for SEC Filing on Google Icon
11/14/2023Vinva Investment Management Ltd70,819$3.26M0.3%+1.4%0.270%Search for SEC Filing on Google Icon
11/13/2023Epoch Investment Partners Inc.279,597$12.89M0.1%-2.3%1.066%Search for SEC Filing on Google Icon
11/13/2023Algert Global LLC13,254$0.61M0.0%-46.3%0.051%Search for SEC Filing on Google Icon
11/13/2023Stifel Financial Corp98,040$4.52M0.0%+981.5%0.374%Search for SEC Filing on Google Icon
11/13/2023Healthcare of Ontario Pension Plan Trust Fund187,942$8.66M0.0%-30.9%0.717%Search for SEC Filing on Google Icon
11/13/2023Dark Forest Capital Management LP32,439$1.50M0.1%+77.3%0.124%Search for SEC Filing on Google Icon
11/13/2023Brandywine Global Investment Management LLC76,349$3.52M0.0%N/A0.291%Search for SEC Filing on Google Icon
11/13/2023Cambria Investment Management L.P.9,483$0.44M0.0%-14.6%0.036%Search for SEC Filing on Google Icon
11/13/2023Invesco Ltd.188,408$8.68M0.0%+26.6%0.718%Search for SEC Filing on Google Icon
11/13/2023WINTON GROUP Ltd28,820$1.33M0.1%N/A0.110%Search for SEC Filing on Google Icon
11/13/2023FMR LLC1,095,801$50.51M0.0%-11.3%4.178%Search for SEC Filing on Google Icon
11/13/2023Rafferty Asset Management LLC29,533$1.36M0.0%-25.0%0.113%Search for SEC Filing on Google Icon
11/13/2023DekaBank Deutsche Girozentrale3,316$0.15M0.0%N/A0.013%Search for SEC Filing on Google Icon
11/9/2023Deutsche Bank AG14,775$0.68M0.0%-5.4%0.056%Search for SEC Filing on Google Icon
11/9/2023Citigroup Inc.23,957$1.10M0.0%-43.5%0.091%Search for SEC Filing on Google Icon
11/9/2023Skandinaviska Enskilda Banken AB publ21,000$0.97M0.0%N/A0.080%Search for SEC Filing on Google Icon
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS17,533$0.81M0.0%-42.4%0.067%Search for SEC Filing on Google Icon
11/9/2023Texas Permanent School Fund Corp22,273$1.03M0.0%-6.0%0.085%Search for SEC Filing on Google Icon
11/9/2023Mutual of America Capital Management LLC4,596$0.21M0.0%-12.6%0.018%Search for SEC Filing on Google Icon
11/9/2023Jupiter Asset Management Ltd.184,716$8.51M0.1%+36.5%0.704%Search for SEC Filing on Google Icon
11/8/2023Campbell & CO Investment Adviser LLC5,951$0.27M0.0%N/A0.023%Search for SEC Filing on Google Icon
11/8/2023Tealwood Asset Management Inc.25,138$1.16M0.6%-1.9%0.096%Search for SEC Filing on Google Icon
11/8/2023Charles Schwab Investment Management Inc.303,798$14M0.0%+1.2%1.158%Search for SEC Filing on Google Icon
Data available starting January 2016

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Pathward Financial logo
Pathward Financial, Inc. operates as the bank holding company for Pathward, National Association that provides various banking products and services in the United States. The company operates through three segments: Consumer, Commercial, and Corporate Services/Other. It offers demand deposit accounts, savings accounts, and money market savings accounts. The company also provides commercial finance product comprising term lending, asset-based lending, factoring, lease financing, insurance premium finance, government guaranteed lending, and other commercial finance products; consumer credit products; other consumer financing services; tax services, which includes short-term refund advance loans and short-term electronic return originator advance loans; and warehouse financing services. In addition, it issues prepaid cards; and offers payment solutions, such as acceptance, processing, and settlement of credit card and debit card payments. The company was formerly known as Meta Financial Group, Inc. and changed its name to Pathward Financial, Inc. in July 2022. Pathward Financial, Inc. was founded in 1954 and is based in Sioux Falls, South Dakota.
Read More on Pathward Financial

Today's Range

Now: $52.14
Low: $52.00
High: $52.95

50 Day Range

MA: $50.04
Low: $47.70
High: $52.92

52 Week Range

Now: $52.14
Low: $41.34
High: $60.49

Volume

148,987 shs

Average Volume

179,244 shs

Market Capitalization

$1.33 billion

P/E Ratio

7.83

Dividend Yield

0.39%

Beta

0.71

Who are the company insiders with the largest holdings of Pathward Financial?

Pathward Financial's top insider investors include:
  1. Glen William Herrick (CFO)
  2. Brett L Pharr (CEO)
  3. Anthony M Sharett (President)
  4. Charles C Ingram (EVP)
  5. Douglas J Hajek (Director)
  6. Michael Robert Kramer (Director)
  7. Sonja Anne Theisen (CFO)
  8. Frederick V Moore (Director)
  9. Christopher Perretta (Director)
Learn More about top insider investors at Pathward Financial.

Who are the major institutional investors of Pathward Financial?

Pathward Financial's top institutional shareholders include:
  1. Wealth Enhancement Advisory Services LLC — 1.38%
  2. Assenagon Asset Management S.A. — 0.29%
  3. Tealwood Asset Management Inc. — 0.09%
  4. State of Alaska Department of Revenue — 0.06%
  5. Louisiana State Employees Retirement System — 0.05%
  6. Yousif Capital Management LLC — 0.05%
Learn More about top institutional investors of Pathward Financial stock.

Which institutional investors are selling Pathward Financial stock?

Within the previous quarter, CASH stock was sold by these institutional investors:
  1. Yousif Capital Management LLC
  2. Mesirow Financial Investment Management Inc.
  3. Mesirow Financial Investment Management Inc.
  4. State of Alaska Department of Revenue
  5. Louisiana State Employees Retirement System
  6. Maryland State Retirement & Pension System
  7. City State Bank
  8. Tealwood Asset Management Inc.
During the previous year, company insiders that have sold Pathward Financial company stock include:
  1. Glen William Herrick (CFO)
  2. Brett L Pharr (CEO)
Learn More investors selling Pathward Financial stock.

Which institutional investors are buying Pathward Financial stock?

Within the previous quarter, CASH stock was purchased by institutional investors including:
  1. Wealth Enhancement Advisory Services LLC
  2. Assenagon Asset Management S.A.
  3. Allspring Global Investments Holdings LLC
  4. Diversified Trust Co
In the previous year, these company insiders have bought Pathward Financial stock:
  1. Glen William Herrick (CFO)
  2. Brett L Pharr (CEO)
  3. Anthony M Sharett (President)
  4. Charles C Ingram (EVP)
  5. Douglas J Hajek (Director)
  6. Michael Robert Kramer (Director)
Learn More investors buying Pathward Financial stock.