CASH Insider Trading

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Insider Trading History
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Insider Ownership Percentage: 0.72%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $792,260.50

Pathward Financial Insider Trading History Chart

Pathward Financial Share Price & Price History

^$71.66

▲ +1.33 (1.89%)

As of 10/30/2024 01:01 PM 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
9/13/2024	Anthony M. Sharett	President	Sell	3,100	$66.40	$205,840.00	30,046
9/12/2024	Douglas J Hajek	Director	Sell	2,000	$64.91	$129,820.00	19,531
5/6/2024	Kendall E Stork	Director	Sell	2,000	$53.53	$107,060.00	11,213
3/15/2024	Anthony M. Sharett	President	Sell	1,000	$47.50	$47,500.00	33,146
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

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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
10/29/2024	Rosenthal Henry Capital Advisors Inc.	54,849	$3.62M	3.6%	+1.3%	0.217%
10/29/2024	F M Investments LLC	189,869	$12.53M	0.4%	-0.4%	0.751%
10/28/2024	US Bancorp DE	8,896	$0.59M	0.0%	+39.5%	0.035%
10/25/2024	New York State Teachers Retirement System	29,475	$1.95M	0.0%	+6.7%	0.117%
10/24/2024	Nisa Investment Advisors LLC	2,034	$0.13M	0.0%	-19.7%	0.008%
10/24/2024	State of Alaska Department of Revenue	14,273	$0.94M	0.0%	-3.8%	0.056%
10/24/2024	Financial Management Professionals Inc.	438	$29K	0.0%	N/A	0.002%
10/24/2024	Wealth Enhancement Advisory Services LLC	290,009	$19.14M	0.0%	-11.9%	1.148%
10/23/2024	Louisiana State Employees Retirement System	12,100	$0.80M	0.0%	-4.7%	0.048%
10/23/2024	Moody Aldrich Partners LLC	124,117	$8.19M	1.5%	+31.7%	0.491%
10/21/2024	Venture Visionary Partners LLC	5,000	$0.33M	0.0%	-13.8%	0.020%
10/19/2024	Allspring Global Investments Holdings LLC	6,963	$0.46M	0.0%	-6.9%	0.028%
10/17/2024	Inspire Advisors LLC	4,935	$0.33M	0.0%	N/A	0.020%
10/16/2024	nVerses Capital LLC	1,200	$79K	0.0%	N/A	0.005%
10/11/2024	Wedge Capital Management L L P NC	13,393	$0.88M	0.0%	N/A	0.054%
10/9/2024	Unison Advisors LLC	10,200	$0.67M	0.1%	N/A	0.040%
10/9/2024	USA Financial Formulas	846	$56K	0.0%	N/A	0.003%
10/5/2024	Handelsbanken Fonder AB	5,300	$0.35M	0.0%	+17.8%	0.021%
10/3/2024	SG Americas Securities LLC	3,211	$0.21M	0.0%	-57.5%	0.013%
8/20/2024	Nantahala Capital Management LLC	541,433	$30.63M	1.8%	-47.0%	2.143%
8/16/2024	Quarry LP	519	$29K	0.0%	+419.0%	0.002%
8/16/2024	Algert Global LLC	80,376	$4.55M	0.2%	+83.1%	0.318%
8/15/2024	Susquehanna Fundamental Investments LLC	22,768	$1.29M	0.0%	+5.7%	0.090%
8/15/2024	The Manufacturers Life Insurance Company	12,803	$0.72M	0.0%	+2.5%	0.051%
8/15/2024	Millennium Management LLC	49,290	$2.79M	0.0%	-64.6%	0.195%
8/15/2024	Elgethun Capital Management	193,747	$10.96M	2.8%	+1.9%	0.767%
8/15/2024	AQR Capital Management LLC	9,939	$0.56M	0.0%	+146.2%	0.039%
8/14/2024	Squarepoint Ops LLC	16,270	$0.92M	0.0%	+11.1%	0.064%
8/14/2024	Marshall Wace LLP	93,127	$5.27M	0.0%	+321.9%	0.369%
8/14/2024	Lombard Odier Asset Management Europe Ltd	40,000	$2.26M	0.1%	-7.0%	0.158%
8/14/2024	Public Sector Pension Investment Board	228,556	$12.93M	0.1%	-30.3%	0.904%
8/14/2024	Epoch Investment Partners Inc.	48,924	$2.77M	0.0%	-81.8%	0.194%
8/14/2024	ProShare Advisors LLC	4,001	$0.23M	0.0%	-23.7%	0.016%
8/13/2024	Thrivent Financial for Lutherans	20,979	$1.19M	0.0%	-50.9%	0.083%
8/13/2024	Sei Investments Co.	11,185	$0.63M	0.0%	-28.4%	0.044%
8/13/2024	Orchard Capital Management LLC	187,463	$10.61M	3.2%	-1.3%	0.742%
8/12/2024	Intech Investment Management LLC	10,874	$0.62M	0.0%	N/A	0.043%
8/12/2024	XTX Topco Ltd	7,329	$0.42M	0.0%	N/A	0.029%
8/9/2024	Dimensional Fund Advisors LP	1,500,870	$84.90M	0.0%	-0.7%	5.939%
8/8/2024	BOKF NA	10,399	$0.59M	0.0%	-7.8%	0.041%
8/8/2024	Jupiter Asset Management Ltd.	124,454	$7.04M	0.1%	-33.7%	0.492%
8/8/2024	American Century Companies Inc.	504,708	$28.55M	0.0%	+20.4%	1.997%
8/7/2024	Mawer Investment Management Ltd.	218,766	$12.38M	0.1%	N/A	0.866%
8/7/2024	Texas Permanent School Fund Corp	29,952	$1.69M	0.0%	+34.3%	0.119%
8/6/2024	Quest Partners LLC	6,351	$0.36M	0.0%	-32.1%	0.025%
8/6/2024	Arbor Capital Management Inc. ADV	3,212	$0.18M	0.2%	N/A	0.013%
8/5/2024	Foundry Partners LLC	82,541	$4.67M	0.3%	N/A	0.327%
8/5/2024	Victory Capital Management Inc.	4,864	$0.28M	0.0%	-49.5%	0.019%
8/3/2024	TD Asset Management Inc	12,500	$0.71M	0.0%	-16.1%	0.049%
8/1/2024	Rhumbline Advisers	76,187	$4.31M	0.0%	-2.3%	0.301%
7/30/2024	Maryland State Retirement & Pension System	8,811	$0.50M	0.0%	-4.1%	0.035%
7/29/2024	Principal Financial Group Inc.	124,951	$7.07M	0.0%	-5.8%	0.494%
7/29/2024	F M Investments LLC	190,631	$10.78M	0.4%	N/A	0.754%
7/29/2024	Panagora Asset Management Inc.	164,196	$9.29M	0.0%	+5.8%	0.650%
7/26/2024	Allspring Global Investments Holdings LLC	7,480	$0.42M	0.0%	+36.0%	0.030%
7/26/2024	Bank of New York Mellon Corp	238,654	$13.50M	0.0%	-1.5%	0.944%
7/24/2024	SummerHaven Investment Management LLC	14,728	$0.83M	0.5%	+2.0%	0.058%
7/23/2024	RMR Wealth Builders	13,400	$0.76M	0.1%	N/A	0.053%
7/19/2024	Gladius Capital Management LP	545	$31K	0.0%	N/A	0.002%
7/18/2024	Assenagon Asset Management S.A.	149,143	$8.44M	0.0%	+103.3%	0.590%
7/16/2024	Wealth Enhancement Advisory Services LLC	329,048	$18.61M	0.0%	-6.8%	1.302%
7/16/2024	Diversified Trust Co	8,167	$0.46M	0.0%	+5.0%	0.032%
7/12/2024	SG Americas Securities LLC	7,551	$0.43M	0.0%	+134.1%	0.030%
7/12/2024	Opal Wealth Advisors LLC	450	$25K	0.0%	N/A	0.002%
7/9/2024	Harbor Capital Advisors Inc.	7,419	$0.42M	0.0%	+5.7%	0.029%
5/28/2024	Boston Partners	16,392	$0.83M	0.0%	N/A	0.065%
5/17/2024	Western Standard LLC	80,519	$4.07M	1.9%	-8.9%	0.319%
5/17/2024	Comerica Bank	41,088	$2.07M	0.0%	-3.6%	0.163%
5/16/2024	California State Teachers Retirement System	26,005	$1.31M	0.0%	-6.0%	0.103%
5/16/2024	Janus Henderson Group PLC	27,484	$1.39M	0.0%	-6.0%	0.109%
5/15/2024	Price T Rowe Associates Inc. MD	9,180	$0.46M	0.0%	+11.7%	0.036%
5/15/2024	BOKF NA	11,283	$0.57M	0.0%	+132.2%	0.045%
5/15/2024	Epoch Investment Partners Inc.	269,425	$13.60M	0.1%	+7.8%	1.066%
5/14/2024	EntryPoint Capital LLC	1,176	$59K	0.1%	N/A	0.005%
5/14/2024	Elgethun Capital Management	190,066	$9.57M	2.4%	-0.5%	0.752%
5/14/2024	CANADA LIFE ASSURANCE Co	36,353	$1.83M	0.0%	+4.5%	0.144%
5/11/2024	Cynosure Group LLC	13,046	$0.66M	0.1%	N/A	0.051%
5/10/2024	Vanguard Group Inc.	2,019,576	$101.95M	0.0%	-2.4%	7.923%
5/10/2024	Anthracite Investment Company Inc.	41,564	$2.10M	0.8%	N/A	0.163%
5/9/2024	Pacific Ridge Capital Partners LLC	21,848	$1.10M	0.2%	-20.6%	0.086%
5/9/2024	State Board of Administration of Florida Retirement System	10,963	$0.55M	0.0%	+43.3%	0.043%
5/8/2024	ProShare Advisors LLC	5,247	$0.27M	0.0%	+7.1%	0.021%
5/8/2024	Russell Investments Group Ltd.	19,380	$0.98M	0.0%	-26.1%	0.076%
5/8/2024	Rosenthal Henry Capital Advisors Inc.	54,149	$2.73M	3.7%	-2.1%	0.212%
5/7/2024	Sei Investments Co.	15,615	$0.79M	0.0%	-21.4%	0.061%
5/7/2024	Susquehanna Fundamental Investments LLC	21,531	$1.09M	0.1%	N/A	0.084%
5/7/2024	Swiss National Bank	51,300	$2.59M	0.0%	-0.8%	0.201%
5/7/2024	Illinois Municipal Retirement Fund	14,900	$0.75M	0.0%	+1.4%	0.058%
5/6/2024	Quantbot Technologies LP	15,196	$0.77M	0.0%	+2,493.2%	0.060%
5/6/2024	Gallacher Capital Management LLC	8,114	$0.41M	0.2%	N/A	0.032%
5/6/2024	Texas Permanent School Fund Corp	22,309	$1.13M	0.0%	-1.4%	0.088%
5/4/2024	Csenge Advisory Group	9,709	$0.49M	0.0%	-29.8%	0.038%
5/3/2024	GSA Capital Partners LLP	32,878	$1.66M	0.1%	+108.5%	0.129%
5/2/2024	Sippican Capital Advisors	22,290	$1.13M	0.9%	-5.6%	0.087%
5/1/2024	BNP Paribas Financial Markets	26,317	$1.33M	0.0%	+116.9%	0.103%
4/30/2024	Allspring Global Investments Holdings LLC	5,498	$0.28M	0.0%	+11.3%	0.022%
4/29/2024	Principal Financial Group Inc.	132,617	$6.70M	0.0%	-14.2%	0.520%
4/26/2024	Yousif Capital Management LLC	11,582	$0.59M	0.0%	-18.6%	0.045%
4/26/2024	Mesirow Financial Investment Management Inc.	5,153	$0.26M	0.0%	-23.2%	0.020%
4/24/2024	Assenagon Asset Management S.A.	73,351	$3.70M	0.0%	+232.7%	0.288%

Data available starting January 2016

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.

Today's Range

Now: $71.66

$70.19

$72.40

50 Day Range

MA: $68.25

$64.22

$75.14

52 Week Range

Now: $71.66

$44.87

$75.20

Volume

89,925 shs

Average Volume

178,203 shs

Market Capitalization

$1.81 billion

P/E Ratio

10.79

Dividend Yield

0.29%

Beta

0.68

Who are the company insiders with the largest holdings of Pathward Financial?: Pathward Financial's top insider investors include:
Glen William Herrick (CFO)
Anthony M Sharett (President)
Charles C Ingram (EVP)
Douglas J Hajek (Director)
Kendall E Stork (Director)
Sonja Anne Theisen (CFO)
Frederick V Moore (Director)
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:
Wealth Enhancement Advisory Services LLC — 1.15%
F M Investments LLC — 0.75%
Moody Aldrich Partners LLC — 0.49%
Rosenthal Henry Capital Advisors Inc. — 0.22%
New York State Teachers Retirement System — 0.12%
State of Alaska Department of Revenue — 0.06%
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:
Wealth Enhancement Advisory Services LLC
SG Americas Securities LLC
Venture Visionary Partners LLC
F M Investments LLC
Louisiana State Employees Retirement System
State of Alaska Department of Revenue
Allspring Global Investments Holdings LLC
Nisa Investment Advisors LLC
During the previous year, company insiders that have sold Pathward Financial company stock include:
Glen William Herrick (CFO)
Anthony M Sharett (President)
Charles C Ingram (EVP)
Douglas J Hajek (Director)
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:
Moody Aldrich Partners LLC
Wedge Capital Management L L P NC
Unison Advisors LLC
Inspire Advisors LLC
US Bancorp DE
New York State Teachers Retirement System
nVerses Capital LLC
USA Financial Formulas
In the previous year, these company insiders have bought Pathward Financial stock:
Glen William Herrick (CFO)
Anthony M Sharett (President)
Charles C Ingram (EVP)
Learn More investors buying Pathward Financial stock.