Pathward Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:FM7 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
29 Apr 25	Sell€278,353	Kendall Stork	Individual	4,000	€69.59
25 Apr 25	Sell€129,035	Douglas Hajek	Individual	1,850	€69.75
25 Apr 25	Sell€712,092	Brett Pharr	Individual	10,365	€68.70
25 Apr 25	Sell€114,379	Jennifer Warren	Individual	1,667	€68.61
08 Nov 24	Sell€169,054	Gregory Sigrist	Individual	2,250	€75.14
06 Nov 24	Sell€114,758	Jennifer Warren	Individual	1,556	€73.75
13 Sep 24	Sell€185,647	Anthony Sharett	Individual	3,100	€59.89
12 Sep 24	Sell€117,643	Douglas Hajek	Individual	2,000	€58.82

Insider Trading Volume

Insider Buying: FM7 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of FM7?
Owner Type	Number of Shares	Ownership Percentage
State or Government	5,971	0.0253%
Individual Insiders	312,665	1.33%
General Public	1,436,731	6.1%
Institutions	21,803,572	92.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 69.07% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.7%	BlackRock, Inc.	3,457,465	€251.7m	-3.03%	no data
9.07%	FMR LLC	2,136,445	€155.5m	-3.04%	0.01%
7.45%	The Vanguard Group, Inc.	1,754,129	€127.7m	-1.4%	no data
6.48%	State Street Global Advisors, Inc.	1,527,537	€111.2m	-7.58%	no data
5.49%	Dimensional Fund Advisors LP	1,292,996	€94.1m	-8.93%	0.02%
3.04%	Geode Capital Management, LLC	716,347	€52.1m	0.68%	no data
2.91%	American Century Investment Management Inc	686,423	€50.0m	6.73%	0.03%
1.75%	The Putney Financial Group LLC	411,470	€30.0m	-6.04%	25.09%
1.64%	UBS Asset Management AG	385,854	€28.1m	4.6%	no data
1.62%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	381,995	€27.8m	0%	0.01%
1.6%	JP Morgan Asset Management	377,465	€27.5m	-16.3%	no data
1.34%	Charles Schwab Investment Management, Inc.	315,803	€23.0m	-4.72%	no data
1.23%	Invesco Capital Management LLC	289,671	€21.1m	34%	0.01%
1.22%	Mawer Investment Management Ltd.	287,644	€20.9m	11.1%	0.05%
1.13%	Northern Trust Global Investments	267,096	€19.4m	-0.34%	no data
1.05%	Driehaus Capital Management LLC	247,299	€18.0m	-0.37%	0.12%
1%	Wealth Enhancement Advisory Services, LLC	235,005	€17.1m	2.76%	0.04%
0.98%	Morgan Stanley, Investment Banking and Brokerage Investments	230,462	€16.8m	-13.2%	no data
0.89%	Two Sigma Investments, LP	209,691	€15.3m	39.3%	0.04%
0.81%	Eaton Vance Management	191,232	€13.9m	-4.11%	no data
0.81%	BNY Asset Management	190,672	€13.9m	-6.33%	no data
0.76%	Wellington Management Group LLP	178,193	€13.0m	0%	no data
0.74%	Elgethun Capital Management	173,959	€12.7m	4.49%	3.1%
0.7%	PanAgora Asset Management, Inc.	164,681	€12.0m	0.17%	0.06%
0.69%	Phocas Financial Corporation	163,341	€11.9m	-5.46%	1.95%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/19 15:43
End of Day Share Price	2025/05/16 00:00
Earnings	2025/03/31
Annual Earnings	2024/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Pathward Financial, Inc. is covered by 9 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Stephen Moss	B. Riley Securities, Inc.
Stephen Moss	FBR Capital Markets & Co.
Christopher McGratty	Keefe, Bruyette, & Woods