CASH Insider Trading

Insider Ownership Percentage: 0.72%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $672,125.50

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: $81.79
Price Change: Price Increase of +2.27 (2.85%)
As of 11/21/2024 02:50 PM 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
11/8/2024Greg SigristCFOSell2,250$80.60$181,350.009,644View SEC Filing Icon  
9/13/2024Anthony M. SharettPresidentSell3,100$66.40$205,840.0030,046View SEC Filing Icon  
9/12/2024Douglas J HajekDirectorSell2,000$64.91$129,820.0019,531View SEC Filing Icon  
5/6/2024Kendall E StorkDirectorSell2,000$53.53$107,060.0011,213View SEC Filing Icon  
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  
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
11/16/2024Geode Capital Management LLC699,884$46.21M0.0%+2.8%2.802%Search for SEC Filing on Google Icon
11/15/2024Barclays PLC56,327$3.72M0.0%+83.1%0.225%Search for SEC Filing on Google Icon
11/15/2024Orion Portfolio Solutions LLC6,308$0.42M0.0%+27.2%0.025%Search for SEC Filing on Google Icon
11/15/2024Jane Street Group LLC48,713$3.22M0.0%+62.2%0.195%Search for SEC Filing on Google Icon
11/15/2024State Street Corp1,274,851$84.22M0.0%+1.4%5.103%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp7,612$0.50M0.0%-20.1%0.030%Search for SEC Filing on Google Icon
11/15/2024SageView Advisory Group LLC4,134$0.27M0.0%-48.1%0.017%Search for SEC Filing on Google Icon
11/15/2024Quadrature Capital Ltd8,167$0.54M0.0%-49.9%0.033%Search for SEC Filing on Google Icon
11/15/2024Philosophy Capital Management LLC234,606$15.49M1.2%-33.7%0.939%Search for SEC Filing on Google Icon
11/15/2024Point72 DIFC Ltd530$35K0.0%N/A0.002%Search for SEC Filing on Google Icon
11/15/2024NFJ Investment Group LLC48,646$3.21M0.1%-21.3%0.195%Search for SEC Filing on Google Icon
11/15/2024Janus Henderson Group PLC24,863$1.64M0.0%-4.8%0.100%Search for SEC Filing on Google Icon
11/15/2024HighTower Advisors LLC6,032$0.40M0.0%+7.0%0.024%Search for SEC Filing on Google Icon
11/15/2024Centiva Capital LP3,221$0.21M0.0%-22.7%0.013%Search for SEC Filing on Google Icon
11/15/2024Point72 Asia Singapore Pte. Ltd.1,421$94K0.0%N/A0.006%Search for SEC Filing on Google Icon
11/14/2024Verition Fund Management LLC10,361$0.68M0.0%-3.4%0.041%Search for SEC Filing on Google Icon
11/14/2024Martingale Asset Management L P27,599$1.82M0.0%+4.2%0.110%Search for SEC Filing on Google Icon
11/14/2024Vinva Investment Management Ltd104,508$6.90M0.3%+13.1%0.418%Search for SEC Filing on Google Icon
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC324,849$21.44M0.0%-8.0%1.300%Search for SEC Filing on Google Icon
11/14/2024Public Sector Pension Investment Board225,956$14.92M0.1%-1.1%0.905%Search for SEC Filing on Google Icon
11/14/2024Corsair Capital Management L.P.5,797$0.38M0.1%-40.8%0.023%Search for SEC Filing on Google Icon
11/13/2024Glenmede Trust Co. NA16,351$1.08M0.0%+36.1%0.065%Search for SEC Filing on Google Icon
11/13/2024Cynosure Group LLC10,892$0.72M0.1%-22.9%0.044%Search for SEC Filing on Google Icon
11/13/2024BNP Paribas Financial Markets44,047$2.91M0.0%+65.5%0.176%Search for SEC Filing on Google Icon
11/13/2024Quantbot Technologies LP11,571$0.76M0.0%+10.2%0.046%Search for SEC Filing on Google Icon
11/13/2024FMR LLC2,052,287$135.47M0.0%+6.9%8.216%Search for SEC Filing on Google Icon
11/13/2024The Manufacturers Life Insurance Company 12,419$0.82M0.0%-3.0%0.050%Search for SEC Filing on Google Icon
11/13/2024West Tower Group LLC5,990$0.40M0.8%-29.4%0.024%Search for SEC Filing on Google Icon
11/13/2024Dynamic Technology Lab Private Ltd10,879$0.72M0.1%N/A0.044%Search for SEC Filing on Google Icon
11/12/2024Algert Global LLC113,484$7.49M0.2%+41.2%0.454%Search for SEC Filing on Google Icon
11/12/2024Charles Schwab Investment Management Inc.328,413$21.68M0.0%+0.5%1.315%Search for SEC Filing on Google Icon
11/9/2024Foundry Partners LLC131,458$8.68M0.4%+59.3%0.526%Search for SEC Filing on Google Icon
11/9/2024Intech Investment Management LLC11,453$0.76M0.0%+5.3%0.046%Search for SEC Filing on Google Icon
11/8/2024Phocas Financial Corp.174,307$11.51M0.0%-5.9%0.698%Search for SEC Filing on Google Icon
11/7/2024Pathstone Holdings LLC32,783$2.16M0.0%-12.2%0.131%Search for SEC Filing on Google Icon
11/7/2024Mawer Investment Management Ltd.225,815$14.91M0.1%+3.2%0.904%Search for SEC Filing on Google Icon
11/7/2024LMR Partners LLP3,122$0.21M0.0%N/A0.012%Search for SEC Filing on Google Icon
11/7/2024Quest Partners LLC11,597$0.77M0.1%+82.6%0.046%Search for SEC Filing on Google Icon
11/7/2024Thrivent Financial for Lutherans19,614$1.30M0.0%-6.5%0.079%Search for SEC Filing on Google Icon
11/6/2024Gladius Capital Management LP381$25K0.0%-30.1%0.002%Search for SEC Filing on Google Icon
11/6/2024Mutual of America Capital Management LLC3,757$0.25M0.0%-9.6%0.015%Search for SEC Filing on Google Icon
11/6/2024Seizert Capital Partners LLC28,855$1.91M0.1%-1.0%0.116%Search for SEC Filing on Google Icon
11/5/2024Victory Capital Management Inc.23,572$1.56M0.0%+384.6%0.094%Search for SEC Filing on Google Icon
11/5/2024Entropy Technologies LP4,149$0.27M0.0%N/A0.017%Search for SEC Filing on Google Icon
11/4/2024Los Angeles Capital Management LLC7,214$0.48M0.0%N/A0.029%Search for SEC Filing on Google Icon
11/2/2024Mesirow Financial Investment Management Inc.4,249$0.28M0.0%-17.7%0.017%Search for SEC Filing on Google Icon
10/31/2024Principal Financial Group Inc.117,915$7.78M0.0%-5.6%0.467%Search for SEC Filing on Google Icon
10/30/2024Amalgamated Bank7,451$0.49M0.0%-3.9%0.029%Search for SEC Filing on Google Icon
10/29/2024Rosenthal Henry Capital Advisors Inc.54,849$3.62M3.6%+1.3%0.217%Search for SEC Filing on Google Icon
10/29/2024F M Investments LLC189,869$12.53M0.4%-0.4%0.751%Search for SEC Filing on Google Icon
10/28/2024US Bancorp DE8,896$0.59M0.0%+39.5%0.035%Search for SEC Filing on Google Icon
10/25/2024New York State Teachers Retirement System29,475$1.95M0.0%+6.7%0.117%Search for SEC Filing on Google Icon
10/24/2024Nisa Investment Advisors LLC2,034$0.13M0.0%-19.7%0.008%Search for SEC Filing on Google Icon
10/24/2024State of Alaska Department of Revenue14,273$0.94M0.0%-3.8%0.056%Search for SEC Filing on Google Icon
10/24/2024Financial Management Professionals Inc.438$29K0.0%N/A0.002%Search for SEC Filing on Google Icon
10/24/2024Wealth Enhancement Advisory Services LLC290,009$19.14M0.0%-11.9%1.148%Search for SEC Filing on Google Icon
10/23/2024Louisiana State Employees Retirement System12,100$0.80M0.0%-4.7%0.048%Search for SEC Filing on Google Icon
10/23/2024Moody Aldrich Partners LLC124,117$8.19M1.5%+31.7%0.491%Search for SEC Filing on Google Icon
10/21/2024Venture Visionary Partners LLC5,000$0.33M0.0%-13.8%0.020%Search for SEC Filing on Google Icon
10/19/2024Allspring Global Investments Holdings LLC6,963$0.46M0.0%-6.9%0.028%Search for SEC Filing on Google Icon
10/17/2024Inspire Advisors LLC4,935$0.33M0.0%N/A0.020%Search for SEC Filing on Google Icon
10/16/2024nVerses Capital LLC1,200$79K0.0%N/A0.005%Search for SEC Filing on Google Icon
10/11/2024Wedge Capital Management L L P NC13,393$0.88M0.0%N/A0.054%Search for SEC Filing on Google Icon
10/9/2024Unison Advisors LLC10,200$0.67M0.1%N/A0.040%Search for SEC Filing on Google Icon
10/9/2024USA Financial Formulas846$56K0.0%N/A0.003%Search for SEC Filing on Google Icon
10/5/2024Handelsbanken Fonder AB5,300$0.35M0.0%+17.8%0.021%Search for SEC Filing on Google Icon
10/3/2024SG Americas Securities LLC3,211$0.21M0.0%-57.5%0.013%Search for SEC Filing on Google Icon
8/20/2024Nantahala Capital Management LLC541,433$30.63M1.8%-47.0%2.143%Search for SEC Filing on Google Icon
8/16/2024Quarry LP519$29K0.0%+419.0%0.002%Search for SEC Filing on Google Icon
8/16/2024Algert Global LLC80,376$4.55M0.2%+83.1%0.318%Search for SEC Filing on Google Icon
8/15/2024Susquehanna Fundamental Investments LLC22,768$1.29M0.0%+5.7%0.090%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company12,803$0.72M0.0%+2.5%0.051%Search for SEC Filing on Google Icon
8/15/2024Millennium Management LLC49,290$2.79M0.0%-64.6%0.195%Search for SEC Filing on Google Icon
8/15/2024Elgethun Capital Management193,747$10.96M2.8%+1.9%0.767%Search for SEC Filing on Google Icon
8/15/2024AQR Capital Management LLC9,939$0.56M0.0%+146.2%0.039%Search for SEC Filing on Google Icon
8/14/2024Squarepoint Ops LLC16,270$0.92M0.0%+11.1%0.064%Search for SEC Filing on Google Icon
8/14/2024Marshall Wace LLP93,127$5.27M0.0%+321.9%0.369%Search for SEC Filing on Google Icon
8/14/2024Lombard Odier Asset Management Europe Ltd40,000$2.26M0.1%-7.0%0.158%Search for SEC Filing on Google Icon
8/14/2024Public Sector Pension Investment Board228,556$12.93M0.1%-30.3%0.904%Search for SEC Filing on Google Icon
8/14/2024Epoch Investment Partners Inc.48,924$2.77M0.0%-81.8%0.194%Search for SEC Filing on Google Icon
8/14/2024ProShare Advisors LLC4,001$0.23M0.0%-23.7%0.016%Search for SEC Filing on Google Icon
8/13/2024Thrivent Financial for Lutherans20,979$1.19M0.0%-50.9%0.083%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.11,185$0.63M0.0%-28.4%0.044%Search for SEC Filing on Google Icon
8/13/2024Orchard Capital Management LLC187,463$10.61M3.2%-1.3%0.742%Search for SEC Filing on Google Icon
8/12/2024Intech Investment Management LLC10,874$0.62M0.0%N/A0.043%Search for SEC Filing on Google Icon
8/12/2024XTX Topco Ltd7,329$0.42M0.0%N/A0.029%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP1,500,870$84.90M0.0%-0.7%5.939%Search for SEC Filing on Google Icon
8/8/2024BOKF NA10,399$0.59M0.0%-7.8%0.041%Search for SEC Filing on Google Icon
8/8/2024Jupiter Asset Management Ltd.124,454$7.04M0.1%-33.7%0.492%Search for SEC Filing on Google Icon
8/8/2024American Century Companies Inc.504,708$28.55M0.0%+20.4%1.997%Search for SEC Filing on Google Icon
8/7/2024Mawer Investment Management Ltd.218,766$12.38M0.1%N/A0.866%Search for SEC Filing on Google Icon
8/7/2024Texas Permanent School Fund Corp29,952$1.69M0.0%+34.3%0.119%Search for SEC Filing on Google Icon
8/6/2024Quest Partners LLC6,351$0.36M0.0%-32.1%0.025%Search for SEC Filing on Google Icon
8/6/2024Arbor Capital Management Inc. ADV3,212$0.18M0.2%N/A0.013%Search for SEC Filing on Google Icon
8/5/2024Foundry Partners LLC82,541$4.67M0.3%N/A0.327%Search for SEC Filing on Google Icon
8/5/2024Victory Capital Management Inc.4,864$0.28M0.0%-49.5%0.019%Search for SEC Filing on Google Icon
8/3/2024TD Asset Management Inc12,500$0.71M0.0%-16.1%0.049%Search for SEC Filing on Google Icon
8/1/2024Rhumbline Advisers76,187$4.31M0.0%-2.3%0.301%Search for SEC Filing on Google Icon
7/30/2024Maryland State Retirement & Pension System8,811$0.50M0.0%-4.1%0.035%Search for SEC Filing on Google Icon
7/29/2024Principal Financial Group Inc.124,951$7.07M0.0%-5.8%0.494%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
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: $81.79
Low: $79.89
High: $82.35

50 Day Range

MA: $71.61
Low: $64.22
High: $81.57

52 Week Range

Now: $81.79
Low: $46.68
High: $83.83

Volume

68,640 shs

Average Volume

180,632 shs

Market Capitalization

$2.04 billion

P/E Ratio

12.34

Dividend Yield

0.25%

Beta

0.67

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. Anthony M Sharett (President)
  3. Charles C Ingram (EVP)
  4. Douglas J Hajek (Director)
  5. Kendall E Stork (Director)
  6. Greg Sigrist (CFO)
  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. FMR LLC — 8.22%
  2. State Street Corp — 5.10%
  3. Geode Capital Management LLC — 2.80%
  4. Charles Schwab Investment Management Inc. — 1.31%
  5. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC — 1.30%
  6. Wealth Enhancement Advisory Services LLC — 1.15%
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. Philosophy Capital Management LLC
  2. Wealth Enhancement Advisory Services LLC
  3. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
  4. NFJ Investment Group LLC
  5. Phocas Financial Corp.
  6. Quadrature Capital Ltd
  7. Principal Financial Group Inc.
  8. Pathstone Holdings LLC
During the previous year, company insiders that have sold Pathward Financial company stock include:
  1. Glen William Herrick (CFO)
  2. Anthony M Sharett (President)
  3. Charles C Ingram (EVP)
  4. Douglas J Hajek (Director)
  5. Kendall E Stork (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:
  1. FMR LLC
  2. Foundry Partners LLC
  3. Algert Global LLC
  4. Moody Aldrich Partners LLC
  5. Barclays PLC
  6. Geode Capital Management LLC
  7. Victory Capital Management Inc.
  8. Jane Street Group LLC
In the previous year, these company insiders have bought Pathward Financial stock:
  1. Glen William Herrick (CFO)
  2. Anthony M Sharett (President)
  3. Charles C Ingram (EVP)
Learn More investors buying Pathward Financial stock.