Pathward Financial CASH Insider Ownership

NASDAQ CASH
$75.65 -0.90 (-1.18%)
As of: Nov 10, 2026 · 2:43 PM EST

Insider Holdings by Owner

489.63K Shares
Brett L. Pharr98.09K20.0%
Glen William Herrick91.15K18.6%
Charles C. Ingram33.53K6.8%
Becky S Shulman30.50K6.2%
Elizabeth G. Hoople28.45K5.8%
Other insiders (17)207.91K42.5%

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
1.56%
▲+0.060% pp QoQ
Shares Held by Insiders
328.88K
filed for Sep 2026
▲+4.02% QoQ
Shares Outstanding
21.07Mn
21,065,733 shares
Direct Holdings
316.82K
Indirect: 12.05K
Net Open-Market Trades
0
no open-market trades in Sep 2026
Insiders Holding Shares
22
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Open-Market Insider Trades

Bought Sold
Latest quarter —
Net over range —
Net-buying quarters —

Insider Ownership Summary

Over the past 12 months, Pathward Financial insiders sold $2.68 million of stock on the open market (29.59K shares) and made no open-market purchases.

Form 4 Holdings

Insiders Holding CASH

Insiders 22
Shares held 489.63K
Of outstanding 2.32%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Brett L. Pharr Chief Executive Officer 98,088 0 98,088 20.0% 05 Nov, 2026
2 Glen William Herrick Evp, Exec. Adv 91,145 0 91,145 18.6% 01 Dec, 2023
3 Charles C. Ingram Evp, Chief Info Ops Officer 33,532 0 33,532 6.8% 05 Nov, 2026
4 Becky S Shulman Director 30,499 0 30,499 6.2% 08 Sep, 2026
5 Elizabeth G. Hoople Director 28,450 0 28,450 5.8% 08 Sep, 2026
6 Anthony M. Sharett President 25,445 0 25,445 5.2% 26 Oct, 2026
7 Michael Robert Kramer Director 0 22,575 22,575 4.6% 03 Feb, 2023
8 Greg Sigrist Chief Financial Officer 22,367 0 22,367 4.6% 05 Nov, 2026
9 Lizabeth H Zlatkus Director 15,400 0 15,400 3.1% 08 Sep, 2026
10 Nadia Dombrowski Chief Legal And Admin Officer 14,596 0 14,596 3.0% 05 Nov, 2026
11 Ronald D Mccray Director 14,557 0 14,557 3.0% 08 Sep, 2026
12 Bradley C Hanson Director 0 14,500 14,500 3.0% 11 Feb, 2022
13 Douglas J. Hajek Director 12,681 0 12,681 2.6% 08 Sep, 2026
14 Kendall E Stork Director 0 12,053 12,053 2.5% 08 Sep, 2026
15 Kia S. Tang Evp, Chief Ppl And Incl Ofcr 9,477 0 9,477 1.9% 13 Apr, 2022
16 Christopher Perretta Director 8,750 0 8,750 1.8% 08 Sep, 2026
17 Eric Anthony Ferri Evp, Chief Risk Officer 8,638 0 8,638 1.8% 08 Jun, 2026
18 Sonja Anne Theisen Evp, And Dep. Cfo 8,623 0 8,623 1.8% 16 Mar, 2023
19 Jennifer W. Warren Svp, Chief Accounting Officer 7,234 0 7,234 1.5% 09 Dec, 2025
20 Neeraj Mehta Director 4,450 0 4,450 0.9% 08 Sep, 2026
21 Frederick V Moore Director 4,110 0 4,110 0.8% 15 Mar, 2023
22 Anjana Thatte Berde Chief People Culture Officer 2,458 0 2,458 0.5% 09 Dec, 2025

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

1,114 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
03 Nov, 2026 Nadia Dombrowski Chief Legal And Admin Officer Acquired A 4,982 $0.00 $0 16,158 Direct
03 Nov, 2026 Charles C. Ingram Evp, Chief Info Ops Officer Acquired A 4,599 $0.00 $0 35,434 Direct
03 Nov, 2026 Brett L. Pharr Chief Executive Officer Acquired A 34,869 $0.00 $0 111,067 Direct
03 Nov, 2026 Greg Sigrist Chief Financial Officer Acquired A 14,331 $0.00 $0 29,660 Direct
03 Nov, 2026 Charles C. Ingram Evp, Chief Info Ops Officer Disposed F 1,902 $0.00 $0 33,532 Direct
03 Nov, 2026 Brett L. Pharr Chief Executive Officer Disposed F 12,979 $0.00 $0 98,088 Direct
03 Nov, 2026 Greg Sigrist Chief Financial Officer Disposed F 7,293 $0.00 $0 22,367 Direct
03 Nov, 2026 Nadia Dombrowski Chief Legal And Admin Officer Disposed F 1,562 $0.00 $0 14,596 Direct
23 Oct, 2026 Anthony M. Sharett President Disposed D 9,113 $0.00 $0 25,445 Direct
16 Oct, 2026 Charles C. Ingram Evp, Chief Info Ops Officer Disposed F 463 $72.93 $33.77K 30,835 Direct
16 Oct, 2026 Anthony M. Sharett President Disposed F 758 $72.93 $55.28K 34,558 Direct
16 Oct, 2026 Brett L. Pharr Chief Executive Officer Disposed F 2,063 $72.93 $150.45K 76,198 Direct
16 Oct, 2026 Greg Sigrist Chief Financial Officer Disposed F 2,447 $72.93 $178.46K 15,329 Direct
16 Oct, 2026 Nadia Dombrowski Chief Legal And Admin Officer Disposed F 380 $72.93 $27.71K 11,176 Direct
04 Sep, 2026 Elizabeth G. Hoople Director Acquired A 400 $0.00 $0 28,450 Direct
04 Sep, 2026 Ronald D Mccray Director Acquired A 400 $0.00 $0 14,557 Direct
04 Sep, 2026 Becky S Shulman Director Acquired A 400 $0.00 $0 30,499 Direct
04 Sep, 2026 Douglas J. Hajek Director Acquired A 400 $0.00 $0 12,681 Direct
04 Sep, 2026 Lizabeth H Zlatkus Director Acquired A 400 $0.00 $0 15,400 Direct
04 Sep, 2026 Christopher Perretta Director Acquired A 400 $0.00 $0 8,750 Direct