Pathward Financial Ownership

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

Recent Insider Transactions

NasdaqGS:CASH Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
15 Mar 24	SellUS$47,500	Anthony Sharett	Individual		1,000	US$47.50
01 Dec 23	SellUS$707,960	Glen Herrick	Individual		14,019	US$50.50

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of CASH?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	4,562	0.018%
State or Government	9,332	0.0368%
Individual Insiders	397,138	1.56%
General Public	772,011	3.04%
Institutions	24,194,943	95.3%

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

Top Shareholders

Top 25 shareholders own 73.48% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.9%	BlackRock, Inc.	3,790,034	US$190.9m	-0.81%	no data
8.16%	The Vanguard Group, Inc.	2,069,764	US$104.3m	-0.13%	no data
6.89%	FMR LLC	1,748,252	US$88.1m	59.5%	0.01%
6.02%	Dimensional Fund Advisors LP	1,528,223	US$77.0m	0.63%	0.01%
5.74%	Goldman Sachs Group, Investment Banking and Securities Investments	1,456,378	US$73.4m	11%	0.04%
5.05%	State Street Global Advisors, Inc.	1,280,397	US$64.5m	5.05%	no data
4.18%	Nantahala Capital Management, LLC	1,059,866	US$53.4m	-14.2%	5.47%
2.51%	Geode Capital Management, LLC	635,868	US$32.0m	1.99%	no data
2.04%	JP Morgan Asset Management	517,996	US$26.1m	9.54%	no data
1.73%	Philosophy Capital Management LLC	437,906	US$22.1m	-30.8%	4.58%
1.41%	UBS Asset Management AG	356,805	US$18.0m	-1.23%	no data
1.39%	Wealth Enhancement Advisory Services, LLC	352,990	US$17.8m	0%	0.05%
1.34%	American Century Investment Management Inc	340,054	US$17.1m	12.8%	0.01%
1.34%	Adirondack Retirement Specialists, Inc.	339,709	US$17.1m	0%	11.97%
1.3%	Public Sector Pension Investment Board	329,894	US$16.6m	7.12%	0.11%
1.21%	Charles Schwab Investment Management, Inc.	307,377	US$15.5m	0%	no data
1.09%	Northern Trust Global Investments	277,380	US$14.0m	-1.39%	no data
1.02%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	258,367	US$13.0m	9.88%	no data
1.02%	Bridgeway Capital Management, LLC	258,053	US$13.0m	-16.4%	0.23%
0.98%	Toronto-Dominion Bank, Banking Investments	249,886	US$12.6m	-10.6%	0.02%
0.95%	BNY Mellon Asset Management	242,316	US$12.2m	-6.04%	no data
0.91%	Epoch Investment Partners, Inc.	231,582	US$11.7m	0%	0.2%
0.76%	Phocas Financial Corporation	193,943	US$9.8m	1.78%	1.35%
0.76%	GrizzlyRock Capital LLC	193,400	US$9.7m	0%	7.75%
0.76%	Eaton Vance Management	191,847	US$9.7m	0%	no data