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
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
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

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	7,072	0.0293%
Individual Insiders	370,355	1.54%
General Public	671,513	2.78%
Institutions	23,070,568	95.7%

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

Top Shareholders

Top 25 shareholders own 70.13% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.2%	BlackRock, Inc.	3,666,470	€258.7m	0%	no data
8.51%	FMR LLC	2,052,116	€144.8m	6.88%	0.01%
7.74%	The Vanguard Group, Inc.	1,867,118	€131.7m	-2.99%	no data
6.08%	Dimensional Fund Advisors LP	1,467,035	€103.5m	-2.25%	0.02%
5.29%	State Street Global Advisors, Inc.	1,274,851	€90.0m	1.35%	no data
3.08%	Goldman Sachs Group, Investment Banking and Securities Investments	741,985	€52.4m	57.9%	0.03%
2.9%	Geode Capital Management, LLC	699,884	€49.4m	2.78%	no data
2.41%	American Century Investment Management Inc	580,219	€40.9m	15%	0.02%
1.52%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	366,347	€25.8m	34.8%	0.01%
1.48%	Morgan Stanley, Investment Banking and Brokerage Investments	358,095	€25.3m	66.4%	no data
1.47%	UBS Asset Management AG	354,428	€25.0m	-8.05%	no data
1.43%	JP Morgan Asset Management	344,998	€24.3m	3.56%	no data
1.36%	Charles Schwab Investment Management, Inc.	328,413	€23.2m	0.53%	no data
1.2%	Wealth Enhancement Advisory Services, LLC	290,009	€20.5m	-11.9%	0.05%
1.12%	Invesco Capital Management LLC	269,626	€19.0m	13.8%	0.01%
1.1%	Northern Trust Global Investments	265,162	€18.7m	-2.02%	no data
1.1%	Nantahala Capital Management, LLC	264,203	€18.6m	-51.2%	1.51%
0.97%	Philosophy Capital Management LLC	234,606	€16.6m	-33.7%	2.27%
0.94%	Public Sector Pension Investment Board	225,956	€15.9m	-1.14%	0.08%
0.94%	Mawer Investment Management Ltd.	225,815	€15.9m	3.22%	0.04%
0.9%	Arrowstreet Capital, Limited Partnership	218,271	€15.4m	434%	0.01%
0.88%	BNY Asset Management	211,358	€14.9m	-11.4%	no data
0.86%	Ziegler Capital Management, LLC	208,076	€14.7m	0%	0.49%
0.85%	Driehaus Capital Management LLC	204,970	€14.5m	0%	0.09%
0.8%	Elgethun Capital Management	194,116	€13.7m	0.19%	3.46%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 13:02
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
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 here.

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 .

Analyst Sources

Pathward Financial, Inc. is covered by 8 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