undamentalytics Newsletter

Pathward Financial, Inc. insider trading

Every open-market purchase and sale by Pathward Financial, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

No insider has bought shares on the open market in five years.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Pathward Financial, Inc. insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Pathward Financial, Inc.’s insiders pay?

From June 18, 2010 to June 1, 2026, 26 insiders reported 18 open-market purchases and 103 sales not made under a pre-set plan in Pathward Financial, Inc. Twelve months after each purchase was reported, the shares were +14.4% against the S&P 500 on average (median +8.8%), over 18 purchases with a full year of prices; 61% beat the index. After sales, the shares moved +20.1% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on December 10, 2013 into $63,324 by November 2, 2026, +15.4% a year. It held shares 47% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $37,295 (+10.8% a year), and held throughout $52,068 (+13.7%).

$0$20.0k$40.0k$60.0k 2013201520172019202120232025 $63.3k$52.1k$37.3k
Copying Pathward Financial, Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Pathward Financial, Inc.'s insiders from December 10, 2013, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 47% of the time.
Pathward Financial, Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Kramer Michael Robert Director 0 — — 20 +24.7% (20) February 3, 2023
Moore Frederick V Director 1 −7.2% (1) 0% 16 +11.9% (16) March 15, 2023
Hajek Douglas J. Director 3 −1.6% (3) 33% 8 −2.3% (6) April 30, 2026
Tull William David Director 0 — — 9 +51.2% (9) November 10, 2020
Stork Kendall E Director 1 +9.2% (1) 100% 6 +10.4% (5) February 10, 2026
Hanson Bradley C President & CEO 1 +50.8% (1) 100% 4 +13.5% (4) October 5, 2020
Herrick Glen William EVP, CFO 3 +22.8% (3) 67% 2 +50.9% (2) March 16, 2023
Moore Troy III EVP/Sales & Operations 0 — — 5 +10.5% (5) May 24, 2016
Pharr Brett L. Chief Executive Officer 3 +16.9% (3) 100% 2 −22.2% (1) February 24, 2026
Sharett Anthony M. President 0 — — 5 +29.2% (5) October 27, 2025
Goik Michael K EVP Commercial Finance 0 — — 4 +105.5% (4) November 16, 2020
Hoople Elizabeth G. Director 3 +35.8% (3) 67% 1 — June 1, 2026
Theisen Sonja Anne EVP, and Dep. CFO 1 −24.9% (1) 0% 3 −5.6% (3) March 16, 2023
Muilenburg Rodney G Director 0 — — 3 −39.7% (3) September 20, 2013
Thornsberry Sheree EVP, Head of Payments 0 — — 3 +72.3% (3) November 10, 2020
Warren Jennifer W. SVP, Chief Accounting Officer 0 — — 3 −24.9% (3) April 29, 2025
Perretta Christopher Director 1 −18.2% (1) 0% 1 — February 4, 2026
Butterfield Ronald Wayne /adv EVP/Chief Admin Officer 0 — — 1 +16.4% (1) August 11, 2015
Dombrowski Nadia Chief Legal and Admin Officer 0 — — 1 — October 30, 2025
Frericks Ira Duane EVP/Chief Operating Officer 0 — — 1 +62.1% (1) May 5, 2016
Haahr J Tyler Chairman of the Board & CEO 0 — — 1 −22.1% (1) November 28, 2016
Ingram Charles C. EVP, Chief Information Officer 1 +27.8% (1) 100% 0 — August 10, 2022
Leedom David W SVP/Secretary, Treasurer & CFO 0 — — 1 −27.4% (1) September 13, 2013
Mehta Neeraj Director 0 — — 1 — December 1, 2025
Sigrist Greg Chief Financial Officer 0 — — 1 −31.1% (1) November 12, 2024
Turner Michael Brent EVP & Head of Consumer Lending 0 — — 1 −32.9% (1) June 5, 2018

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Pathward Financial, Inc.

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Pathward Financial, Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 4 buying crowds with six months of prices, it averaged +29.1% against the index. After 10 selling crowds, +12.2%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
February 27, 20264 selling−19.9%−22.9%not yet
November 28, 20253 selling+27.5%+1.6%not yet
April 30, 20253 selling−19.0%−38.8%−22.2%
November 29, 20244 selling−9.9%−8.4%−26.3%
March 31, 20234 buying+6.9%+7.4%−9.6%
August 31, 20224 buying+28.7%+49.0%+36.9%
August 31, 20204 selling+68.1%+123.7%+125.5%
December 31, 20193 selling−28.7%−49.4%−17.8%
March 29, 20193 selling+38.6%+59.8%+15.9%
December 31, 20182 buying−9.8%+23.1%+58.5%
June 29, 20185 selling−22.6%−33.1%−25.8%
September 29, 20172 buying+11.6%+36.7%−13.8%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Latest 12 of 14. Total returns from the month end; past patterns are not a forecast.

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