| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
90,360,000 |
| Market
Cap: |
4.71(B) |
| Last
Volume: |
148,987 |
Avg
Vol: |
240,688 |
| 52
Week Range: |
$42.48 - $56.86 |
|
| Level
I Sector: |
Financials |
| Level
II Sector: |
Banking |
| Level
III Sector: |
Savings & Loans |
|
Member Indexes:
|
| |
NASDAQ BANK |
|
NASDAQ COMPOSITE |
| |
NASDAQ NNM COMPOSITE |
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
|
|
|
|
|
| |
|
Company Profile Pathward Financial is a bank holding company. Through its subsidiary, MetaBank (the Bank), Co. accepts deposits, invests those funds in its loan and lease portfolios, and provides banking-as-a-service (BaaS) solutions to third parties. The Bank occasionally contracts to sell loans to third party buyers. The Bank also sells and purchases loan participations to and from other financial institutions, as well as mortgage-backed securities and other investments permissible under applicable regulations. Through its BaaS solutions, the Bank issues prepaid cards, provides consumer credit products and tax refund-transfer services, and sponsors merchant acquiring and automated teller machines.
|
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
|
|
|
3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
14,800 |
| Total Buy Value |
$0 |
$0 |
$0 |
$548,235 |
| Total People Bought |
0 |
0 |
0 |
8 |
| Total Buy Transactions |
0 |
0 |
0 |
12 |
| Total Shares Sold |
1,000 |
21,000 |
21,000 |
51,100 |
| Total Sell Value |
$47,500 |
$1,057,501 |
$1,057,501 |
$2,521,150 |
| Total People Sold |
1 |
2 |
2 |
6 |
| Total Sell Transactions |
1 |
5 |
5 |
20 |
| End Date |
2024-01-28 |
2023-10-27 |
2023-04-28 |
2022-04-28 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Tang Kia S. |
EVP, Chief Ppl and Incl Ofcr |
• – – |
2021-11-02 |
4 |
A |
$0.00 |
$0 |
D/D |
5,678 |
14,327 |
|
- |
|
| Pharr Brett L. |
Chief Executive Officer |
• – – |
2021-11-02 |
4 |
D |
$57.77 |
$75,679 |
D/D |
(1,310) |
47,328 |
|
- |
|
| Pharr Brett L. |
Chief Executive Officer |
• – – |
2021-11-02 |
4 |
A |
$0.00 |
$0 |
D/D |
30,197 |
48,638 |
|
- |
|
| Ingram Charles C. |
EVP, Chief Information Officer |
• – – |
2021-11-02 |
4 |
A |
$0.00 |
$0 |
D/D |
11,062 |
20,776 |
|
- |
|
| Ingram Charles C. |
EVP, Chief Information Officer |
• – – |
2021-11-02 |
4 |
D |
$57.77 |
$31,369 |
D/D |
(543) |
17,313 |
|
- |
|
| Theisen Sonja Anne |
EVP, Chief Risk Officer |
• – – |
2021-11-02 |
4 |
A |
$0.00 |
$0 |
D/D |
1,383 |
8,080 |
|
- |
|
| Herrick Glen William |
EVP, CFO |
• – – |
2021-11-02 |
4 |
A |
$0.00 |
$0 |
D/D |
7,270 |
118,014 |
|
- |
|
| Kramer Michael Robert |
Director |
– • – |
2021-11-01 |
4 |
S |
$57.55 |
$172,650 |
I/I |
(3,000) |
20,850 |
|
10% |
|
| Herrick Glen William |
EVP, CFO |
• – – |
2021-10-16 |
4 |
D |
$60.75 |
$231,518 |
D/D |
(3,811) |
110,744 |
|
- |
|
| Warren Jennifer W. |
SVP, Chief Accounting Officer |
• – – |
2021-10-16 |
4 |
D |
$60.75 |
$9,113 |
D/D |
(150) |
3,858 |
|
- |
|
| Sharett Anthony M. |
President |
• – – |
2021-10-16 |
4 |
D |
$60.75 |
$35,357 |
D/D |
(582) |
15,494 |
|
- |
|
| Theisen Sonja Anne |
EVP, Chief Risk Officer |
• – – |
2021-10-16 |
4 |
D |
$60.75 |
$24,422 |
D/D |
(402) |
6,697 |
|
- |
|
| Pharr Brett L. |
Chief Executive Officer |
• – – |
2021-10-16 |
4 |
D |
$60.75 |
$33,716 |
D/D |
(555) |
18,441 |
|
- |
|
| Ingram Charles C. |
EVP, Chief Information Officer |
• – – |
2021-10-16 |
4 |
D |
$60.75 |
$52,670 |
D/D |
(867) |
10,257 |
|
- |
|
| Tang Kia S. |
EVP, Chief Ppl and Incl Ofcr |
• – – |
2021-10-16 |
4 |
D |
$60.75 |
$36,997 |
D/D |
(609) |
8,649 |
|
- |
|
| Sharett Anthony M. |
President |
• – – |
2021-10-15 |
4 |
D |
$60.75 |
$35,782 |
D/D |
(589) |
16,076 |
|
- |
|
| Pharr Brett L. |
Chief Executive Officer |
• – – |
2021-10-15 |
4 |
D |
$60.75 |
$29,585 |
D/D |
(487) |
18,996 |
|
- |
|
| Theisen Sonja Anne |
EVP, Chief Risk OfficerOfficer |
• – – |
2021-10-11 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
2,366 |
|
-4% |
|
| Theisen Sonja Anne |
EVP, Chief Risk OfficerOfficer |
• – – |
2021-10-11 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
5,171 |
|
-4% |
|
| Warren Jennifer W. |
SVP, Chief Accounting Officer |
• – – |
2021-10-11 |
4 |
D |
$57.54 |
$6,444 |
D/D |
(112) |
4,008 |
|
- |
|
| Warren Jennifer W. |
SVP, Chief Accounting Officer |
• – – |
2021-10-11 |
4 |
A |
$0.00 |
$0 |
D/D |
1,377 |
4,120 |
|
- |
|
| Theisen Sonja Anne |
EVP, Chief Risk Officer |
• – – |
2021-10-11 |
4 |
D |
$57.54 |
$16,802 |
D/D |
(292) |
7,099 |
|
- |
|
| Theisen Sonja Anne |
EVP, Chief Risk Officer |
• – – |
2021-10-11 |
4 |
A |
$0.00 |
$0 |
D/D |
2,220 |
7,391 |
|
- |
|
| Herrick Glen William |
EVP, CFO |
• – – |
2021-10-01 |
4 |
D |
$0.00 |
$0 |
D/D |
(8,854) |
114,555 |
|
- |
|
| Hanson Bradley C |
Director |
– • – |
2021-10-01 |
4 |
A |
$0.00 |
$0 |
I/I |
950 |
237,414 |
|
- |
|
924 Records found
|
|
Page 7 of 37 |
|
|
0.78 (1.47%) 
