— Know what they know.
Not Investment Advice

CASH NASDAQ

Pathward Financial, Inc.
1W: +1.8% 1M: -16.1% 3M: -13.7% YTD: +15.0% 1Y: +2.6% 3Y: +84.7% 5Y: +68.3%
$82.74
+0.09 (+0.11%)
 
Weekly Expected Move ±6.2%
$70 $75 $80 $85 $90
NASDAQ · Financial Services · Banks - Regional · Alpha Radar Sell · Power 40 · $1.7B mcap · 21M float · 1.13% daily turnover · Short 57% of daily vol

🏦 Institutional Activity

Latest: Q1 2026
304
Institutions Holding
-2 vs prior
99.3%
Ownership
+9.90%
42 New
77 Increased
148 Reduced
65 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-02-24 Perretta Christopher director A-Grant/Award 1,650 $— $0 Filing
2026-02-24 Zlatkus Lizabeth H director A-Grant/Award 1,650 $— $0 Filing
2026-02-24 SHULMAN BECKY S director A-Grant/Award 1,650 $— $0 Filing
2026-02-24 Mehta Neeraj director A-Grant/Award 1,650 $— $0 Filing
2026-02-24 MCCRAY RONALD D director A-Grant/Award 1,650 $— $0 Filing
2026-02-24 Hoople Elizabeth G. director A-Grant/Award 1,650 $— $0 Filing
2026-02-24 Hajek Douglas J. director A-Grant/Award 1,650 $— $0 Filing
2026-02-24 Stork Kendall E director A-Grant/Award 1,650 $— $0 Filing
2026-02-23 Pharr Brett L. officer: chief executive officer S-Sale 15,641 $93.88 $1.5M Filing
2026-02-09 Stork Kendall E director S-Sale 3,000 $94.15 $282K Filing
2026-01-30 Perretta Christopher director S-Sale 1,450 $89.94 $130K Filing
2025-12-16 Sharett Anthony M. officer: president G-Gift 650 $— $0 Filing
2025-12-09 Hajek Douglas J. director G-Gift 1,000 $— $0 Filing
2025-12-05 Warren Jennifer W. officer: svp, chief accounting officer F-Tax Withholding 221 $74.36 $16K Filing
2025-12-05 Dombrowski Nadia officer: chief legal and admin officer F-Tax Withholding 353 $74.36 $26K Filing
2025-12-05 Sharett Anthony M. officer: president F-Tax Withholding 776 $74.36 $58K Filing
2025-12-05 Pharr Brett L. officer: chief executive officer F-Tax Withholding 2,192 $74.36 $163K Filing
2025-12-05 Sigrist Greg officer: chief financial officer F-Tax Withholding 737 $74.36 $55K Filing
2025-12-05 Ingram Charles C. officer: evp, chief info & ops officer F-Tax Withholding 235 $74.36 $17K Filing
2025-12-05 Berde Anjana Thatte officer: chief people & culture officer F-Tax Withholding 114 $74.36 $8K Filing
2025-12-04 MCCRAY RONALD D director G-Gift 337 $— $0 Filing
2025-12-04 MCCRAY RONALD D director G-Gift 1,363 $— $0 Filing
2025-11-14 Sigrist Greg officer: chief financial officer A-Grant/Award 5,168 $— $0 Filing
2025-11-14 Ingram Charles C. officer: evp, chief info & ops officer A-Grant/Award 2,992 $— $0 Filing
2025-11-14 Dombrowski Nadia officer: chief legal and admin officer A-Grant/Award 2,261 $— $0 Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 3,159,659 $282M -113,892 2026-03-31 Filing
FMR LLC 1,956,515 $175M +239,124 2026-03-31 Filing
STATE STREET CORP 1,328,788 $119M +33,952 2026-03-31 Filing
AMERICAN CENTURY COMPANIES INC 1,138,461 $102M -49,904 2026-03-31 Filing
DIMENSIONAL FUND ADVISORS LP 1,093,338 $98M -11,256 2026-03-31 Filing
VANGUARD CAPITAL MANAGEMENT LLC 750,164 $67M +750,164 2026-03-31 Filing
Pure Financial Advisors, LLC 0 $66M 2026-03-31 Filing
GEODE CAPITAL MANAGEMENT, LLC 699,745 $62M +7,629 2026-03-31 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 436,444 $39M +436,444 2026-03-31 Filing
NEUMEIER POMA INVESTMENT COUNSEL LLC 356,200 $32M +92,100 2026-03-31 Filing
BANK OF AMERICA CORP /DE 302,503 $27M +257,443 2026-03-31 Filing
JPMORGAN CHASE & CO 274,960 $24M -63,066 2026-03-31 Filing
Mawer Investment Management Ltd. 268,543 $24M -42,080 2026-03-31 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 267,437 $24M -7,337 2026-03-31 Filing
NEW YORK STATE COMMON RETIREMENT FUND 263,913 $24M +232,867 2026-03-31 Filing
NORTHERN TRUST CORP 257,135 $23M +7,708 2026-03-31 Filing
Allspring Global Investments Holdings, L 232,830 $21M +73,157 2026-03-31 Filing
Clearbridge Investments, LLC 209,219 $19M +53,976 2026-03-31 Filing
Elgethun Capital Management 203,763 $18M +981 2026-03-31 Filing
GOLDMAN SACHS GROUP INC 199,735 $18M -48,097 2026-03-31 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms