Through the 90-day period concluding February 10, 2026, Pathward Financial's top three insider stakeholders include Chief Executive Officer Brett L. Pharr (93.90K shares), Evp And Exec. Adv Glen William Herrick (91.14K shares), President Anthony M. Sharett (35.32K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Brett L. Pharr | Chief Executive Officer | 93,902 | 09 Dec, 2025 |
| Glen William Herrick | Evp And Exec. Adv | 91,145 | 01 Dec, 2023 |
| Anthony M. Sharett | President | 35,316 | 17 Dec, 2025 |
| Charles C. Ingram | Evp And Chief Info & Ops Officer | 31,298 | 09 Dec, 2025 |
| Elizabeth G. Hoople | 30,900 | 28 Feb, 2025 | |
| Becky S Shulman | 28,449 | 28 Feb, 2025 | |
| Michael Robert Kramer | 20,525 | 25 Feb, 2022 | |
| Greg Sigrist | Chief Financial Officer | 17,776 | 09 Dec, 2025 |
| Douglas J. Hajek | 15,631 | 10 Dec, 2025 | |
| Bradley C Hanson | 14,500 | 11 Feb, 2022 | |
| Kendall E Stork | 14,003 | 17 Nov, 2025 | |
| Lizabeth H Zlatkus | 13,350 | 04 Mar, 2025 | |
| Ronald D Mccray | 12,507 | 05 Dec, 2025 | |
| Nadia Dombrowski | Chief Legal And Admin Officer | 11,556 | 09 Dec, 2025 |
| Kia S. Tang | Evp And Chief Ppl And Incl Ofcr | 9,477 | 13 Apr, 2022 |
| Sonja Anne Theisen | Evp And And Dep. Cfo | 8,623 | 16 Mar, 2023 |
| Jennifer W. Warren | Svp And Chief Accounting Officer | 7,234 | 09 Dec, 2025 |
| Christopher Perretta | 6,700 | 04 Feb, 2026 | |
| Frederick V Moore | 4,110 | 15 Mar, 2023 | |
| Anjana Thatte Berde | Chief People & Culture Officer | 2,458 | 09 Dec, 2025 |
| Neeraj Mehta | 2,400 | 01 Dec, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 30 Jan, 2026 | Christopher Perretta | Common Stock | D | 1,450 | $89.94 | 6,700 | D | S |
| 16 Dec, 2025 | Anthony M. Sharett | Common Stock | D | 650 | $0.00 | 35,316 | D | G |
| 09 Dec, 2025 | Douglas J. Hajek | Common Stock | D | 1,000 | $0.00 | 15,631 | D | G |
| 05 Dec, 2025 | Greg Sigrist | Common Stock | D | 737 | $74.36 | 17,776 | D | F |
| 05 Dec, 2025 | Brett L. Pharr | Common Stock | D | 2,192 | $74.36 | 93,902 | D | F |
| 05 Dec, 2025 | Anthony M. Sharett | Common Stock | D | 776 | $74.36 | 38,966 | D | F |
| 05 Dec, 2025 | Charles C. Ingram | Common Stock | D | 235 | $74.36 | 31,298 | D | F |
| 05 Dec, 2025 | Jennifer W. Warren | Common Stock | D | 221 | $74.36 | 7,234 | D | F |
| 05 Dec, 2025 | Nadia Dombrowski | Common Stock | D | 353 | $74.36 | 11,556 | D | F |
| 05 Dec, 2025 | Anjana Thatte Berde | Common Stock | D | 114 | $74.36 | 2,458 | D | F |
| 04 Dec, 2025 | Ronald D Mccray | Common Stock | D | 337 | $0.00 | 12,844 | D | G |
| 04 Dec, 2025 | Ronald D Mccray | Common Stock | D | 337 | $0.00 | 12,507 | D | G |
| 04 Dec, 2025 | Ronald D Mccray | - | - | 12,507 | D | |||
| 04 Dec, 2025 | Ronald D Mccray | Common Stock | D | 1,363 | $0.00 | 13,181 | D | G |
| 04 Dec, 2025 | Ronald D Mccray | - | - | 12,844 | D | |||
| 04 Dec, 2025 | Ronald D Mccray | - | - | 13,181 | D | |||
| 14 Nov, 2025 | Kendall E Stork | - | - | 7,850 | D | |||
| 14 Nov, 2025 | Kendall E Stork | Common Stock | D | 1,000 | $0.00 | 7,850 | D | G |
| 14 Nov, 2025 | Greg Sigrist | Common Stock | A | 5,168 | $0.00 | 18,513 | D | A |
| 14 Nov, 2025 | Brett L. Pharr | Common Stock | A | 15,916 | $0.00 | 96,094 | D | A |