PATHWARD FINANCIAL, INC. (CASH) — Insider Trading

AI-Powered SEC Filing Analysis

Latest Insider Trading Filed: 2026-04-30

Key Insights

Director Douglas J. Hajek sold 5,000 shares of PATHWARD FINANCIAL (CASH) on April 29, 2026, at a weighted average price of $86.37, reducing his beneficial ownership from approximately 17,281 shares to 12,281 shares.
The sale was executed across multiple transactions with prices ranging from $86.11 to $86.77, suggesting a deliberate liquidation rather than a single market transaction, which may indicate planned portfolio rebalancing by the insider.
This insider sale represents a modest divestment (~29% of previous holdings) by a director-level executive, which is neither exceptionally bullish nor bearish but warrants monitoring for patterns of continued selling that could signal lack of confidence.

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Earlier Insider Trading filings

Filed: 2026-02-25

Christopher Perretta, a director of PATHWARD FINANCIAL, INC., acquired 1,650 shares of the company's common stock at no cost, increasing his direct beneficial ownership to 8,350 shares.
This stock acquisition appears to be part of the company's 2023 Omnibus Incentive Plan, which provides for the grant of equity-based awards to directors and employees.
Insider transactions can provide insights into management's confidence in the company's future prospects, and this acquisition could be viewed as a positive signal by investors.

Filed: 2026-02-25

Becky S. Shulman, a director of Pathward Financial, Inc. (CASH), acquired 1,650 shares of the company's common stock at no cost, indicating management's confidence in the company's future.
This transaction increases Shulman's direct beneficial ownership in Pathward Financial to 30,099 shares, representing a meaningful stake in the company.
The award of shares to a director under the company's 2023 Omnibus Incentive Plan suggests Pathward Financial is using equity-based compensation to align the interests of its leadership with shareholders.

Filed: 2026-02-25

Douglas J. Hajek, a director at Pathward Financial, Inc. (CASH), acquired 1,650 shares of the company's common stock on February 24, 2026 at no cost, indicating an increase in his direct ownership stake.
This transaction was made pursuant to the company's 2023 Omnibus Incentive Plan, suggesting a potential alignment between Hajek's interests and those of the company's shareholders.
Insider buying, especially by directors, can be seen as a positive signal about the company's prospects, as insiders typically have access to non-public information and may be more optimistic about the company's future performance.

Filed: 2026-02-25

Elizabeth G. Hoople, a director of PATHWARD FINANCIAL, INC., acquired 1,650 shares of common stock through an award under the company's 2023 Omnibus Incentive Plan.
This insider acquisition suggests Hoople's confidence in the company's future prospects and alignment with shareholder interests.
Investors should monitor insider trading patterns at PATHWARD FINANCIAL, INC. to gauge management's outlook and potential catalysts for the stock.

Filed: 2026-02-25

The reporting person, Ronald D. McCray, acquired 1,650 shares of the issuer's common stock at $0 per share, indicating a potential equity compensation award.
The reported transaction increases McCray's direct beneficial ownership of the issuer's common stock to 14,157 shares.
The filing indicates the transaction was made pursuant to the issuer's 2023 Omnibus Incentive Plan, which could suggest ongoing equity-based incentive programs for directors.

Filed: 2026-02-25

Kendall E. Stork, a director of Pathward Financial, Inc., acquired 1,650 shares of the company's common stock on February 24, 2026 under the company's 2023 Omnibus Incentive Plan.
In addition to the direct ownership of 9,500 shares, Stork also owns an indirect beneficial interest of 2,153 shares held in a trust.
The insider buying activity by a director may signal their confidence in the company's future prospects.

Filed: 2026-02-25

Lizabeth H. Zlatkus, a director of PATHWARD FINANCIAL, INC., has acquired 1,650 shares of the company's common stock at $0 per share under the 2023 Omnibus Incentive Plan.
This insider transaction indicates Zlatkus's continued commitment and alignment with the company's interests, as she now holds 15,000 shares of the company's stock directly.
The acquisition of shares at no cost suggests the company is using equity-based compensation to incentivize and retain its board members, which can be seen as a positive sign for shareholders.

Filed: 2026-02-25

Neeraj Mehta, a director of PATHWARD FINANCIAL, INC. (CASH), acquired 1,650 shares of the company's common stock on 02/24/2026 at no cost, indicating an award under the company's 2023 Omnibus Incentive Plan.
This transaction increases Mehta's direct beneficial ownership in CASH to 4,050 shares, suggesting increased alignment between the director and the company's shareholders.
Insider buying, particularly by directors, can be a positive signal about the company's future prospects and management's confidence in the business.

Filed: 2026-02-24

Insider Brett L. Pharr, the Chief Executive Officer of Pathward Financial, Inc., sold 15,641 shares of the company's common stock on February 23, 2026 at a weighted average price of $93.8828.
Pharr still beneficially owns 78,261 shares of Pathward Financial's common stock directly, plus an additional 614 shares held in an IRA account.
The insider sale represents a significant portion (approximately 16.6%) of Pharr's direct holdings in the company.

Filed: 2026-02-10

Kendall E. Stork, a director of Pathward Financial, Inc., sold 3,000 shares of the company's common stock on February 9, 2026 at a weighted average price of $94.15 per share.
Stork continues to beneficially own 10,003 shares of Pathward Financial, Inc. common stock, including 7,850 shares held directly and 2,153 shares held indirectly through a trust.
The sale of shares by a director could signal a potential change in their outlook or confidence in the company's prospects.

Filed: 2026-02-04

The reporting person, Christopher Perretta, is a director of PathWard Financial, Inc. and has sold 1,450 shares of the company's common stock at $89.94 per share.
This transaction reduces Perretta's direct beneficial ownership in the company to 6,700 shares.
Insider selling can sometimes signal reduced confidence in the company's prospects, though a single transaction may not be indicative of broader sentiment.

Other reports for PATHWARD FINANCIAL, INC.

Quarterly Report Current Report

Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.