Pathward Financial, Inc. (CASH)
Nasdaq: CASH · National Commercial Banks · Sioux Falls, SD · filing with the SEC since 1996
Grade4.9
◀ Past 3.0● Present 7.1▶ Future 4.7
Who owns Pathward Financial, Inc.
As filed with the SECHolders of 5% or more
3
State Street Corporation holds 6.8% of COMMON STOCK, as its SCHEDULE 13G filed Aug 7, 2026 says.
Directors and officers
16
report now, of 34 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
State Street Corporation
SCHEDULE 13G · filed Aug 7, 2026 · COMMON STOCK · 5.8% in Feb 9, 2026
American Century Investment Management, Inc.
SCHEDULE 13G · filed Feb 13, 2026 · Common Stock
Dimensional Fund Advisors LP
SCHEDULE 13G · filed Apr 9, 2026 · Common Stock · 4.9% in Jul 15, 2025
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%, from 6.79% in Jan 30, 2026
What CASH reports owning in othersstakes of 5% or more, and other ties
Pathward Financial, Inc. reports no stake in another company in the record.
Insider tradesForm 4
5sales
0purchases
0sales on a scheduled plan
5people selling
$2.7Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 9, 2025 to Nov 9, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 9, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window5 of 34 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Pharr Brett L. | Chief Executive Officer | 1 | $1.5M | 0 | 0 | $0 |
| Hajek Douglas J. | director | 1 | $400,000 | 0 | 0 | $0 |
| Hoople Elizabeth G. | director | 1 | $400,000 | 0 | 0 | $0 |
| Stork Kendall E | director | 1 | $300,000 | 0 | 0 | $0 |
| Perretta Christopher | director | 1 | $100,000 | 0 | 0 | $0 |