According to recent filings covering the 90 days ending January 21, 2026, the three most significant insider holders at Pathward Financial are 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 |
| Christopher Perretta | 8,150 | 28 Feb, 2025 | |
| Jennifer W. Warren | Svp And Chief Accounting Officer | 7,234 | 09 Dec, 2025 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 1,363 | $0.00 | 13,181 | D | G |
| 04 Dec, 2025 | Ronald D Mccray | Common Stock | D | 337 | $0.00 | 12,507 | D | G |
| 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 |
| 14 Nov, 2025 | Anthony M. Sharett | Common Stock | A | 5,363 | $0.00 | 39,742 | D | A |
| 14 Nov, 2025 | Charles C. Ingram | Common Stock | A | 2,992 | $0.00 | 31,533 | D | A |
| 14 Nov, 2025 | Jennifer W. Warren | Common Stock | A | 750 | $0.00 | 7,455 | D | A |
| 14 Nov, 2025 | Jennifer W. Warren | Common Stock | A | 1,934 | $0.00 | 6,705 | D | A |
| 14 Nov, 2025 | Nadia Dombrowski | Common Stock | A | 2,261 | $0.00 | 11,909 | D | A |