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CASH Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 1.43%

Insider Buying (Last 12 Months): $37,056.50

Insider Selling (Last 12 Months): $574,684.00

Pathward Financial Insider Trading History Chart

Pathward Financial Share Price & Price History

^$49.67

▲ +0.17 (0.34%)

As of 11/28/2023 01:00 AM ET

Days: 30 | 90 | 365

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Pathward Financial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
11/21/2023	Glen William Herrick	CFO	Sell	11	$50.50	$555.50	105,164
11/17/2023	Glen William Herrick	CFO	Sell	5,970	$50.50	$301,485.00	105,175
3/16/2023	Charles C Ingram	EVP	Buy	200	$42.62	$8,524.00	22,776
3/16/2023	Christopher Perretta	Director	Buy	300	$45.35	$13,605.00	3,250
3/16/2023	Sonja Anne Theisen	CFO	Buy	350	$42.65	$14,927.50	8,623
3/10/2023	Frederick V Moore	Director	Sell	3,350	$46.61	$156,143.50	4,110
1/17/2023	Anthony M. Sharett	President	Sell	2,500	$46.60	$116,500.00	30,486
8/15/2022	Michael Robert Kramer	Director	Sell	250	$36.25	$9,062.50	10,100
8/12/2022	Michael Robert Kramer	Director	Sell	250	$36.26	$9,065.00	10,350
8/10/2022	Michael Robert Kramer	Director	Sell	750	$35.74	$26,805.00	10,850
8/8/2022	Charles C Ingram	EVP	Buy	1,250	$34.25	$42,812.50	22,026
8/8/2022	Michael Robert Kramer	Director	Sell	250	$34.75	$8,687.50	12,100
8/4/2022	Michael Robert Kramer	Director	Sell	250	$34.50	$8,625.00	12,350
8/2/2022	Douglas J Hajek	Director	Buy	500	$34.02	$17,010.00	19,081
8/2/2022	Glen William Herrick	CFO	Buy	3,000	$33.46	$100,380.00	104,869
8/1/2022	Brett L. Pharr	CEO	Buy	2,500	$33.16	$82,900.00	51,875
7/1/2022	Brett L. Pharr	CEO	Buy	2,500	$40.00	$100,000.00	49,375
6/14/2022	Brett L. Pharr	CEO	Buy	2,500	$37.25	$93,125.00	46,875
5/31/2022	Michael Robert Kramer	Director	Sell	1,000	$41.48	$41,480.00	12,850
4/11/2022	Kia S Tang	EVP	Sell	4,557	$50.09	$228,260.13	9,477
2/9/2022	Bradley C. Hanson	Director	Sell	30	$60.00	$1,800.00
2/1/2022	Glen William Herrick	CFO	Sell	15,145	$59.62	$902,944.90
1/31/2022	Michael Robert Kramer	Director	Sell	2,300	$60.00	$138,000.00
1/14/2022	Sonja Anne Theisen	EVP	Sell	1,066	$62.00	$66,092.00
12/13/2021	Elizabeth G. Hoople	Director	Sell	7,250	$57.18	$414,555.00
11/3/2021	Michael Robert Kramer	Director	Sell	2,000	$59.72	$119,440.00
9/23/2021	Anthony M. Sharett	EVP	Sell	589	$51.69	$30,445.41
5/3/2021	Glen William Herrick	CFO	Sell	45,000	$49.15	$2,211,750.00	124,088
3/10/2021	Brett L. Pharr	Insider	Sell	2,343	$46.29	$108,457.47	19,483
2/23/2021	Brett L. Pharr	Insider	Sell	685	$45.05	$30,859.25	23,483
2/9/2021	Kendall E Stork	Director	Sell	2,000	$43.12	$86,240.00
1/13/2021	Bradley C. Hanson	CEO	Sell	38,956	$38.59	$1,503,312.04
1/11/2021	Bradley C. Hanson	CEO	Sell	35,972	$38.46	$1,383,483.12
1/6/2021	Brett L. Pharr	Insider	Sell	2,400	$40.01	$96,024.00	24,168
12/28/2020	Brett L. Pharr	Insider	Sell	2,500	$36.92	$92,300.00	26,568
12/11/2020	Douglas J Hajek	Director	Sell	1,000	$34.94	$34,940.00	16,481
12/7/2020	Kendall E Stork	Director	Sell	1,000	$34.87	$34,870.00
12/1/2020	Michael Robert Kramer	Director	Sell	10,000	$34.02	$340,200.00

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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

Pathward Financial Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/24/2023	Deutsche Bank AG	14,775	$0.68M	0.0%	-5.4%	0.057%
11/22/2023	Public Sector Pension Investment Board	307,965	$14.19M	0.1%	-4.7%	1.174%
11/21/2023	Walleye Capital LLC	6,475	$0.30M	0.0%	N/A	0.025%
11/21/2023	Comerica Bank	12,687	$0.59M	0.0%	N/A	0.048%
11/17/2023	Diversified Trust Co	6,866	$0.32M	0.0%	N/A	0.026%
11/17/2023	Jacobs Levy Equity Management Inc.	312,784	$14.42M	0.1%	-13.6%	1.192%
11/16/2023	Tudor Investment Corp Et Al	66,297	$3.06M	0.0%	+4.8%	0.253%
11/16/2023	Public Employees Retirement System of Ohio	21,832	$1.01M	0.0%	-18.7%	0.083%
11/16/2023	Morgan Stanley	377,357	$17.39M	0.0%	+15.9%	1.439%
11/15/2023	The Manufacturers Life Insurance Company	13,616	$0.63M	0.0%	+21.5%	0.052%
11/15/2023	Sei Investments Co.	13,220	$0.61M	0.0%	N/A	0.050%
11/15/2023	JPMorgan Chase & Co.	509,455	$23.48M	0.0%	+56.3%	1.942%
11/15/2023	Legal & General Group Plc	71,122	$3.28M	0.0%	-4.2%	0.271%
11/15/2023	Alps Advisors Inc.	6,890	$0.32M	0.0%	N/A	0.026%
11/15/2023	Alta Fox Capital Management LLC	185,303	$8.54M	9.4%	-44.3%	0.706%
11/15/2023	Ameriprise Financial Inc.	112,429	$5.18M	0.0%	-13.4%	0.429%
11/15/2023	Glenmede Trust Co. NA	10,517	$0.49M	0.0%	N/A	0.040%
11/14/2023	Lazard Asset Management LLC	3,316	$0.15M	0.0%	+117.7%	0.013%
11/14/2023	Nomura Holdings Inc.	4,716	$0.22M	0.0%	-70.2%	0.018%
11/14/2023	California State Teachers Retirement System	29,710	$1.37M	0.0%	-8.0%	0.113%
11/14/2023	Tower Research Capital LLC TRC	942	$43K	0.0%	+65.0%	0.004%
11/14/2023	Qube Research & Technologies Ltd	20,848	$0.96M	0.0%	N/A	0.079%
11/14/2023	Trexquant Investment LP	13,565	$0.63M	0.0%	N/A	0.052%
11/14/2023	Vinva Investment Management Ltd	70,819	$3.26M	0.3%	+1.4%	0.270%
11/13/2023	Epoch Investment Partners Inc.	279,597	$12.89M	0.1%	-2.3%	1.066%
11/13/2023	Algert Global LLC	13,254	$0.61M	0.0%	-46.3%	0.051%
11/13/2023	Northern Trust Corp	281,304	$12.97M	0.0%	-2.1%	1.072%
11/13/2023	Stifel Financial Corp	98,040	$4.52M	0.0%	+981.5%	0.374%
11/13/2023	Healthcare of Ontario Pension Plan Trust Fund	187,942	$8.66M	0.0%	-30.9%	0.717%
11/13/2023	Dark Forest Capital Management LP	32,439	$1.50M	0.1%	+77.3%	0.124%
11/13/2023	Brandywine Global Investment Management LLC	76,349	$3.52M	0.0%	N/A	0.291%
11/13/2023	Cambria Investment Management L.P.	9,483	$0.44M	0.0%	-14.6%	0.036%
11/13/2023	Invesco Ltd.	188,408	$8.68M	0.0%	+26.6%	0.718%
11/13/2023	WINTON GROUP Ltd	28,820	$1.33M	0.1%	N/A	0.110%
11/13/2023	FMR LLC	1,095,801	$50.51M	0.0%	-11.3%	4.178%
11/13/2023	Envestnet Asset Management Inc.	9,360	$0.43M	0.0%	+73.7%	0.036%
11/13/2023	Rafferty Asset Management LLC	29,533	$1.36M	0.0%	-25.0%	0.113%
11/13/2023	DekaBank Deutsche Girozentrale	3,316	$0.15M	0.0%	N/A	0.013%
11/9/2023	Deutsche Bank AG	14,775	$0.68M	0.0%	-5.4%	0.056%
11/9/2023	Citigroup Inc.	23,957	$1.10M	0.0%	-43.5%	0.091%
11/9/2023	Skandinaviska Enskilda Banken AB publ	21,000	$0.97M	0.0%	N/A	0.080%
11/9/2023	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	17,533	$0.81M	0.0%	-42.4%	0.067%
11/9/2023	Texas Permanent School Fund Corp	22,273	$1.03M	0.0%	-6.0%	0.085%
11/9/2023	Mutual of America Capital Management LLC	4,596	$0.21M	0.0%	-12.6%	0.018%
11/9/2023	UBS Group AG	11,995	$0.55M	0.0%	-31.1%	0.046%
11/9/2023	Jupiter Asset Management Ltd.	184,716	$8.51M	0.1%	+36.5%	0.704%
11/8/2023	Campbell & CO Investment Adviser LLC	5,951	$0.27M	0.0%	N/A	0.023%
11/8/2023	Tealwood Asset Management Inc.	25,138	$1.16M	0.6%	-1.9%	0.096%
11/8/2023	Charles Schwab Investment Management Inc.	303,798	$14M	0.0%	+1.2%	1.158%
11/8/2023	Janney Montgomery Scott LLC	9,380	$0.43M	0.0%	+15.8%	0.036%
11/8/2023	Swiss National Bank	59,200	$2.73M	0.0%	-1.3%	0.226%
11/8/2023	Amalgamated Bank	10,806	$0.50M	0.0%	-4.8%	0.041%
11/8/2023	Moody Aldrich Partners LLC	90,200	$4.16M	0.8%	N/A	0.344%
11/8/2023	New York Life Investment Management LLC	8,581	$0.40M	0.0%	-13.6%	0.033%
11/7/2023	New York State Common Retirement Fund	35,471	$1.64M	0.0%	+2.5%	0.135%
11/7/2023	Barclays PLC	52,854	$2.44M	0.0%	-0.7%	0.202%
11/7/2023	South Dakota Investment Council	2,902	$0.13M	0.0%	-30.9%	0.011%
11/7/2023	Harvest Fund Management Co. Ltd	1,696	$78K	0.0%	+170.9%	0.006%
11/6/2023	Cottage Street Advisors LLC	1,314	$61K	0.0%	-31.3%	0.005%
11/6/2023	Illinois Municipal Retirement Fund	15,705	$0.72M	0.0%	N/A	0.060%
11/6/2023	Versor Investments LP	4,770	$0.22M	0.0%	N/A	0.018%
11/6/2023	Assenagon Asset Management S.A.	141,912	$6.54M	0.0%	-39.2%	0.541%
11/6/2023	Victory Capital Management Inc.	8,263	$0.38M	0.0%	+8.5%	0.032%
11/2/2023	Principal Financial Group Inc.	154,405	$7.12M	0.0%	-4.3%	0.589%
11/1/2023	Orion Portfolio Solutions LLC	4,662	$0.22M	0.0%	N/A	0.018%
10/31/2023	Teacher Retirement System of Texas	16,665	$0.77M	0.0%	+26.0%	0.064%
10/31/2023	Panagora Asset Management Inc.	162,559	$7.49M	0.0%	+58.5%	0.620%
10/30/2023	Yousif Capital Management LLC	13,057	$0.60M	0.0%	-8.6%	0.050%
10/27/2023	Allspring Global Investments Holdings LLC	6,501	$0.30M	0.0%	+19.5%	0.025%
10/27/2023	Carmel Capital Partners LLC	775	$36K	0.0%	N/A	0.003%
10/27/2023	TD Asset Management Inc	12,300	$0.57M	0.0%	+105.0%	0.047%
10/27/2023	Oregon Public Employees Retirement Fund	7,761	$0.36M	0.0%	-7.2%	0.030%
10/27/2023	Emerald Mutual Fund Advisers Trust	16,572	$0.76M	0.0%	+530.8%	0.063%
10/26/2023	Clear Harbor Asset Management LLC	11,344	$0.52M	0.1%	+19.5%	0.043%
10/25/2023	New York State Teachers Retirement System	27,720	$1.28M	0.0%	-2.6%	0.106%
10/24/2023	Bank of New York Mellon Corp	268,878	$12.39M	0.0%	-3.4%	1.025%
10/24/2023	Adirondack Retirement Specialists Inc.	339,709	$15.66M	12.2%	+3.3%	1.295%
10/24/2023	Raymond James & Associates	12,351	$0.57M	0.0%	-11.4%	0.047%
10/24/2023	Maryland State Retirement & Pension System	9,660	$0.45M	0.0%	-7.9%	0.037%
10/18/2023	Counterpoint Mutual Funds LLC	1,839	$85K	0.1%	-30.0%	0.007%
10/16/2023	Ziegler Capital Management LLC	215,093	$9.91M	0.4%	+15.1%	0.820%
10/16/2023	State of Alaska Department of Revenue	16,329	$0.75M	0.0%	-7.8%	0.062%
10/13/2023	SG Americas Securities LLC	16,617	$0.77M	0.0%	N/A	0.063%
10/13/2023	SummerHaven Investment Management LLC	14,051	$0.65M	0.5%	-15.5%	0.054%
10/13/2023	Venture Visionary Partners LLC	8,300	$0.38M	0.0%	-22.4%	0.032%
10/12/2023	Sage Capital Advisors llc	52,003	$2.40M	0.9%	-16.1%	0.198%
9/21/2023	Barclays PLC	53,202	$2.47M	0.0%	+55.1%	0.203%
9/1/2023	Orchard Capital Management LLC	226,700	$10.51M	3.5%	-3.2%	0.864%
8/22/2023	Virginia Retirement Systems ET AL	30,600	$1.42M	0.0%	N/A	0.117%
8/21/2023	California State Teachers Retirement System	32,291	$1.50M	0.0%	-8.1%	0.123%
8/21/2023	Teachers Retirement System of The State of Kentucky	9,407	$0.44M	0.0%	+5.7%	0.036%
8/16/2023	Nuveen Asset Management LLC	81,905	$3.80M	0.0%	-7.5%	0.312%
8/15/2023	Wells Fargo & Company MN	12,962	$0.60M	0.0%	+33.4%	0.049%
8/15/2023	State of Tennessee Treasury Department	18,397	$0.85M	0.0%	-33.5%	0.070%
8/15/2023	Western Standard LLC	64,150	$2.97M	2.6%	+7.0%	0.245%
8/15/2023	Y Intercept Hong Kong Ltd	6,966	$0.32M	0.0%	-13.9%	0.027%
8/15/2023	Goldman Sachs Group Inc.	516,638	$23.95M	0.0%	-59.7%	1.970%
8/15/2023	Lazard Asset Management LLC	1,523	$70K	0.0%	N/A	0.006%
8/15/2023	Point72 Asset Management L.P.	1,022	$47K	0.0%	N/A	0.004%
8/15/2023	Point72 Middle East FZE	1,964	$91K	0.0%	N/A	0.007%

Data available starting January 2016

Pathward Financial, Inc. operates as the 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, money market savings accounts, and certificate accounts. It 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 solutions, 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.

Today's Range

Now: $49.67

$48.51

$49.68

50 Day Range

MA: $47.21

$42.49

$50.13

52 Week Range

Now: $49.67

$39.75

$60.49

Volume

142,712 shs

Average Volume

220,122 shs

Market Capitalization

$1.29 billion

P/E Ratio

8.26

Dividend Yield

0.40%

Beta

0.81

Who are the company insiders with the largest holdings of Pathward Financial?: Pathward Financial's top insider investors include:
Glen William Herrick (CFO)
Brett L Pharr (CEO)
Anthony M Sharett (President)
Charles C Ingram (EVP)
Douglas J Hajek (Director)
Michael Robert Kramer (Director)
Kia S Tang (EVP)
Sonja Anne Theisen (CFO)
Frederick V Moore (Director)
Christopher Perretta (Director)
Bradley C Hanson (Director)
Elizabeth G Hoople (Director)
Sonja Anne Theisen (EVP)
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:
FMR LLC — 4.18%
JPMorgan Chase & Co. — 1.94%
Morgan Stanley — 1.44%
Adirondack Retirement Specialists Inc. — 1.30%
Jacobs Levy Equity Management Inc. — 1.19%
Public Sector Pension Investment Board — 1.17%
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:
Alta Fox Capital Management LLC
FMR LLC
Assenagon Asset Management S.A.
Healthcare of Ontario Pension Plan Trust Fund
Jacobs Levy Equity Management Inc.
Citigroup Inc.
Ameriprise Financial Inc.
Public Sector Pension Investment Board
During the previous year, company insiders that have sold Pathward Financial company stock include:
Glen William Herrick (CFO)
Brett L Pharr (CEO)
Anthony M Sharett (President)
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:
JPMorgan Chase & Co.
Moody Aldrich Partners LLC
Stifel Financial Corp
Brandywine Global Investment Management LLC
Panagora Asset Management Inc.
Morgan Stanley
Jupiter Asset Management Ltd.
Invesco Ltd.
In the previous year, these company insiders have bought Pathward Financial stock:
Glen William Herrick (CFO)
Brett L Pharr (CEO)
Anthony M Sharett (President)
Charles C Ingram (EVP)
Douglas J Hajek (Director)
Michael Robert Kramer (Director)
Learn More investors buying Pathward Financial stock.

[Investor Alert] Potential Breakthrough Medical Tech Investment Opportunity

From Autonomix | Ad

Invest in Autonomix today.

CASH Insider Trading

Pathward Financial Insider Trading History Chart

Pathward Financial Share Price & Price History

Pathward Financial Insider Trading History

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

Institutional Buying and Selling by Quarter

Pathward Financial Institutional Trading History

Today's Range

50 Day Range

52 Week Range

Volume

Average Volume

Market Capitalization

P/E Ratio

Dividend Yield

Beta

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

Who are the major institutional investors of Pathward Financial?

Which institutional investors are selling Pathward Financial stock?

Which institutional investors are buying Pathward Financial stock?