🕵️ Pathward Financial, Inc. ($CASH)
SEC insider & ownership activity, last 12 months · CIK 907471 · every row links its SEC filing
Over the last 12 months insiders sold $4.2M with no open-market buying against it. Brett L. Pharr sold $1.5M in discretionary trades (Feb). State Street Corporation trimmed 6.9% → 5.8%. One red-flag 8-K in the window: Delisting notice (3.01), Aug 26, 2025.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
0 buyers, $0 (0 lots) · 8 sellers, $4.2M (9 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Brett L. Pharr | 0 | – | 1 | $1.5M | Feb 23, 2026 |
| Anthony M. Sharett | 0 | – | 1 | $823K | Oct 24, 2025 |
| Douglas J. Hajek | 0 | – | 2 | $636K | Apr 29, 2026 |
| Elizabeth G. Hoople | 0 | – | 1 | $370K | May 29, 2026 |
| Dombrowski Nadia | 0 | – | 1 | $357K | Oct 24, 2025 |
| Kendall E. Stork | 0 | – | 1 | $282K | Feb 9, 2026 |
| Mehta Neeraj | 0 | – | 1 | $173K | Oct 28, 2025 |
| Perretta Christopher | 0 | – | 1 | $130K | Jan 30, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| State Street Corporation | 5.8% | 13G | Feb 9, 2026 | filing ↗ | |
| American Century Investment Management, Inc. | 5.3% | 13G | Feb 13, 2026 | filing ↗ | |
| American Century Companies, Inc. | 5.3% | 13G | Feb 13, 2026 | filing ↗ | |
| Stowers Institute for Medical Research | 5.3% | 13G | Feb 13, 2026 | filing ↗ | |
| Dimensional Fund Advisors LP | 5.0% | 13G | Apr 9, 2026 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Elizabeth G. Hoople | $371K | May 29, 2026 | filing ↗ |
| Douglas J. Hajek | $441K | Apr 29, 2026 | filing ↗ |
| Brett L. Pharr | $1.5M | Feb 20, 2026 | filing ↗ |
| Kendall E. Stork | $282K | Feb 9, 2026 | filing ↗ |
| Douglas J. Hajek | $204K | Oct 31, 2025 | filing ↗ |
| Dombrowski Nadia | $356K | Oct 24, 2025 | filing ↗ |
| Anthony M. Sharett | $823K | Oct 24, 2025 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Earnings (2.02) | Jul 22, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Jul 22, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jul 22, 2026 | filing ↗ |
| Other events (8.01) | May 21, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 21, 2026 | filing ↗ |
| Earnings (2.02) | Apr 22, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Apr 22, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 22, 2026 | filing ↗ |
| Other events (8.01) | Feb 26, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Feb 26, 2026 | filing ↗ |
| Shareholder vote (5.07) | Feb 24, 2026 | filing ↗ |
| Earnings (2.02) | Jan 22, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Jan 22, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jan 22, 2026 | filing ↗ |
| Auditor change (4.01) | Dec 23, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Dec 23, 2025 | filing ↗ |
| Other events (8.01) | Nov 20, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Nov 20, 2025 | filing ↗ |
| Earnings (2.02) | Oct 21, 2025 | filing ↗ |
| Reg FD disclosure (7.01) | Oct 21, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Oct 21, 2025 | filing ↗ |
| Delisting notice (3.01) | Aug 26, 2025 | filing ↗ |
| Reg FD disclosure (7.01) | Aug 26, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Aug 26, 2025 | filing ↗ |
| Other events (8.01) | Aug 21, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Aug 21, 2025 | filing ↗ |