CASH
PATHWARD FINANCIAL, INC.
National Commercial BanksNasdaqLarge accelerated filer
Total Trades
47
Buys
12
Sells
34
Largest Trade
N/A
Insiders
17
Institutional Funds
216
Inst. Value
$1M+
Activist Filings
11
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Pharr Brett L. | CEO | SELL | $1M+ | 16K | $93.88 | Feb 24, 2026 |
| Stork Kendall E | Director | SELL | $100K–$500K | 3K | $94.15 | Feb 10, 2026 |
| Perretta Christopher | Director | SELL | $100K–$500K | 1K | $89.94 | Feb 4, 2026 |
| Mehta Neeraj | Director | SELL | $100K–$500K | 3K | $69.34 | Dec 1, 2025 |
| Hajek Douglas J. | Director | SELL | $100K–$500K | 3K | $68.11 | Nov 3, 2025 |
| Dombrowski Nadia | Chief Legal and Ad… | SELL | $100K–$500K | 5K | $71.46 | Oct 30, 2025 |
| Sharett Anthony M. | President | SELL | $500K+ | 12K | $71.55 | Oct 27, 2025 |
| Stork Kendall E | Director | SELL | $100K–$500K | 4K | $79.33 | Apr 30, 2025 |
| Warren Jennifer W. | SVP | SELL | $100K–$500K | 2K | $77.97 | Apr 29, 2025 |
| Pharr Brett L. | CEO | SELL | $500K+ | 10K | $78.07 | Apr 29, 2025 |
| Hajek Douglas J. | Director | SELL | $100K–$500K | 2K | $79.26 | Apr 28, 2025 |
| Sigrist Greg | CFO | SELL | $100K–$500K | 2K | $80.60 | Nov 12, 2024 |
| Warren Jennifer W. | SVP | SELL | $100K–$500K | 2K | $79.15 | Nov 8, 2024 |
| Herrick Glen William | EVP, Exec. Adv | SELL | $500K+ | 14K | $50.50 | Dec 1, 2023 |
| Herrick Glen William | EVP, CFO | SELL | <$1K | 11 | $50.50 | Nov 24, 2023 |
| Herrick Glen William | EVP, CFO | SELL | $100K–$500K | 6K | $50.50 | Nov 21, 2023 |
| Perretta Christopher | Director | BUY | $1K–$15K | 300 | $45.35 | Mar 17, 2023 |
| Hoople Elizabeth G. | Director | BUY | $15K–$50K | 500 | $45.94 | Mar 16, 2023 |
| Ingram Charles C. | EVP | BUY | $1K–$15K | 200 | $42.62 | Mar 16, 2023 |
| Dombrowski Nadia | Chief Legal and Ad… | BUY | $1K–$15K | 200 | $42.57 | Mar 16, 2023 |
| Theisen Sonja Anne | EVP, and Dep. CFO | BUY | $1K–$15K | 350 | $42.65 | Mar 16, 2023 |
| Herrick Glen William | EVP, CFO | BUY | $15K–$50K | 1K | $43.47 | Mar 16, 2023 |
| Moore Frederick V | Director | SELL | $100K–$500K | 3K | $46.61 | Mar 15, 2023 |
| Hajek Douglas J. | Director | SELL | $100K–$500K | 3K | $51.51 | Feb 3, 2023 |
| Pharr Brett L. | CEO | SELL | $500K+ | 10K | $51.67 | Feb 3, 2023 |
| Kramer Michael Robert | Director | SELL | $500K+ | 10K | $50.34 | Feb 3, 2023 |
| Sharett Anthony M. | President | SELL | $100K–$500K | 3K | $46.60 | Jan 18, 2023 |
| Moore Frederick V | Director | SELL | $15K–$50K | 600 | $41.30 | Nov 3, 2022 |
| Kramer Michael Robert | Director | SELL | $1K–$15K | 250 | $37.00 | Aug 18, 2022 |
| Kramer Michael Robert | Director | SELL | $15K–$50K | 500 | $36.26 | Aug 16, 2022 |
| Kramer Michael Robert | Director | SELL | $15K–$50K | 1K | $35.87 | Aug 11, 2022 |
| Kramer Michael Robert | Director | SELL | $15K–$50K | 750 | $34.45 | Aug 10, 2022 |
| Ingram Charles C. | EVP | BUY | $15K–$50K | 1K | $34.25 | Aug 10, 2022 |
| Kramer Michael Robert | Director | SELL | $15K–$50K | 500 | $34.25 | Aug 5, 2022 |
| Hajek Douglas J. | Director | BUY | $15K–$50K | 500 | $34.02 | Aug 3, 2022 |
| Herrick Glen William | EVP, CFO | BUY | $100K–$500K | 3K | $33.46 | Aug 2, 2022 |
| Pharr Brett L. | CEO | BUY | $50K–$100K | 3K | $33.16 | Aug 2, 2022 |
| Pharr Brett L. | CEO | BUY | $100K–$500K | 3K | $40.00 | Jul 5, 2022 |
| Pharr Brett L. | CEO | BUY | $50K–$100K | 3K | $37.25 | Jun 15, 2022 |
| Kramer Michael Robert | Director | SELL | $15K–$50K | 1K | $41.48 | Jun 1, 2022 |
| Tang Kia S. | EVP | SELL | $100K–$500K | 5K | $50.09 | Apr 13, 2022 |
| Moore Frederick V | Director | SELL | $15K–$50K | 670 | $52.24 | Feb 25, 2022 |
| Moore Frederick V | Director | GRANT | N/A | 3K | — | Feb 25, 2022 |
| Hanson Bradley C | Director | SELL | $1K–$15K | 30 | $60.00 | Feb 11, 2022 |
| Herrick Glen William | EVP, CFO | SELL | $500K+ | 15K | $59.62 | Feb 3, 2022 |
| Kramer Michael Robert | Director | SELL | $100K–$500K | 5K | $60.00 | Feb 2, 2022 |
| Theisen Sonja Anne | EVP | SELL | $50K–$100K | 1K | $62.00 | Jan 19, 2022 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 216 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Pure Financial Advisors, LLC | 0 | $1M+ | SH |
| VANGUARD GROUP INC | 1.3M | $1M+ | SH |
| STATE STREET CORP | 1.3M | $1M+ | SH |
| AMERICAN CENTURY COMPANIES INC | 1.2M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 1.0M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 619K | $1M+ | SH |
| Austin Asset Management Co Inc | 0 | $1M+ | SH |
| Mawer Investment Management Ltd. | 311K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 275K | $1M+ | SH |
| JPMORGAN CHASE & CO | 270K | $1M+ | SH |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 264K | $1M+ | SH |
| Elgethun Capital Management | 203K | $1M+ | SH |
| PANAGORA ASSET MANAGEMENT INC | 174K | $1M+ | SH |
| Phocas Financial Corp. | 166K | $1M+ | SH |
| Phocas Financial Corp. | 166K | $1M+ | SH |
| Clearbridge Investments, LLC | 155K | $1M+ | SH |
| Connor, Clark & Lunn Investment Management Ltd. | 145K | $1M+ | SH |
| Paragon Capital Management Ltd | 0 | $1M+ | SH |
| Aptus Capital Advisors, LLC | 143K | $1M+ | SH |
| Allspring Global Investments Holdings, LLC | 141K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G · Feb 9, 2026
5.8%
1.3M shares
SC 13G/A · Jan 30, 2026
6.8%
1.5M shares
SC 13G/A · Jul 15, 2025
4.9%
1.2M shares
SC 13G · Feb 5, 2025
6.9%
1.7M shares
SC 13G/A · Nov 12, 2024
3.0%
744K shares
SC 13G/A · Nov 12, 2024
8.1%
2.0M shares
STATE STREET CORPORATION 04-2456637
SC 13G · Oct 17, 2024
5.1%
1.3M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
8.0%
2.1M shares
SC 13G/A · Jan 23, 2024
14.6%
3.8M shares
Dimensional Fund Advisors LP 30-0447847
SC 13G · Feb 10, 2023
5.2%
1.5M shares
SC 13G/A · Jan 23, 2023
14.5%
4.1M shares