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
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
06 May 24	Sell€99,362	Kendall Stork	Individual	2,000	€49.68
15 Mar 24	Sell€43,624	Anthony Sharett	Individual	1,000	€43.62
01 Dec 23	Sell€651,818	Glen Herrick	Individual	14,019	€46.50

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	12,292	0.0495%
Individual Insiders	367,378	1.48%
General Public	1,783,220	7.18%
Institutions	22,684,463	91.3%

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

Top Shareholders

Top 25 shareholders own 67.7% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.8%	BlackRock, Inc.	3,666,484	€239.4m	-3.04%	no data
7.75%	The Vanguard Group, Inc.	1,924,662	€125.7m	-4.7%	no data
7.73%	FMR LLC	1,920,068	€125.4m	3.36%	0.01%
6.04%	Dimensional Fund Advisors LP	1,500,870	€98.0m	-0.72%	0.02%
5.13%	State Street Global Advisors, Inc.	1,274,851	€83.2m	1.35%	no data
2.74%	Geode Capital Management, LLC	680,948	€44.5m	3.61%	no data
2.18%	Nantahala Capital Management, LLC	541,433	€35.4m	-47%	3.19%
2.03%	American Century Investment Management Inc	504,708	€33.0m	20.4%	0.02%
1.89%	Goldman Sachs Group, Investment Banking and Securities Investments	470,038	€30.7m	-28.2%	0.02%
1.55%	UBS Asset Management AG	385,440	€25.2m	39%	no data
1.42%	Philosophy Capital Management LLC	353,662	€23.1m	-17.8%	3.22%
1.39%	Alta Fox Capital Management, LLC	345,724	€22.6m	0%	10.78%
1.34%	JP Morgan Asset Management	333,139	€21.8m	-20.1%	no data
1.31%	Charles Schwab Investment Management, Inc.	326,680	€21.3m	0%	no data
1.17%	Wealth Enhancement Advisory Services, LLC	290,009	€18.9m	-11.9%	0.05%
1.09%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	271,825	€17.7m	6.01%	no data
1.09%	Northern Trust Global Investments	270,627	€17.7m	1.69%	no data
0.96%	BNY Asset Management	238,654	€15.6m	-1.51%	no data
0.95%	Invesco Capital Management LLC	236,884	€15.5m	189%	0.01%
0.92%	Public Sector Pension Investment Board	228,556	€14.9m	-30.3%	0.09%
0.88%	Epoch Investment Partners, Inc.	219,402	€14.3m	0%	0.25%
0.88%	Mawer Investment Management Ltd.	218,766	€14.3m	0%	0.03%
0.87%	Morgan Stanley, Investment Banking and Brokerage Investments	215,183	€14.1m	35.4%	no data
0.84%	Ziegler Capital Management, LLC	208,076	€13.6m	0%	0.46%
0.78%	Elgethun Capital Management	193,747	€12.7m	1.94%	3.23%