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	Shares	Max Price
06 May 24	SellUS$107,060	Kendall Stork	Individual	2,000	US$53.53
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: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CASH?
Owner Type	Number of Shares	Ownership Percentage
State or Government	12,292	0.0492%
Individual Insiders	395,078	1.58%
General Public	1,798,203	7.2%
Institutions	22,771,457	91.2%

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

Top Shareholders

Top 25 shareholders own 67.43% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.7%	BlackRock, Inc.	3,666,484	US$245.1m	-3.04%	no data
7.71%	The Vanguard Group, Inc.	1,924,662	US$128.7m	-4.7%	no data
7.69%	FMR LLC	1,920,068	US$128.4m	3.36%	0.01%
6.01%	Dimensional Fund Advisors LP	1,500,870	US$100.3m	-0.72%	0.02%
5.04%	State Street Global Advisors, Inc.	1,257,847	US$84.1m	-1.48%	no data
2.73%	Geode Capital Management, LLC	680,948	US$45.5m	3.61%	no data
2.17%	Nantahala Capital Management, LLC	541,433	US$36.2m	-47%	3.11%
2.02%	American Century Investment Management Inc	504,708	US$33.7m	20.4%	0.02%
1.88%	Goldman Sachs Group, Investment Banking and Securities Investments	470,038	US$31.4m	-28.2%	0.01%
1.54%	UBS Asset Management AG	385,440	US$25.8m	39%	no data
1.42%	Philosophy Capital Management LLC	353,662	US$23.6m	-17.8%	3.25%
1.38%	Alta Fox Capital Management, LLC	345,724	US$23.1m	0%	11.03%
1.33%	JP Morgan Asset Management	333,139	US$22.3m	-20.1%	no data
1.32%	Wealth Enhancement Advisory Services, LLC	329,048	US$22.0m	-6.78%	0.05%
1.31%	Charles Schwab Investment Management, Inc.	326,680	US$21.8m	3.66%	no data
1.09%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	271,825	US$18.2m	6.01%	no data
1.08%	Northern Trust Global Investments	270,627	US$18.1m	1.69%	no data
0.96%	BNY Asset Management	238,654	US$16.0m	-1.51%	no data
0.95%	Invesco Capital Management LLC	236,884	US$15.8m	189%	0.01%
0.92%	Public Sector Pension Investment Board	228,556	US$15.3m	-30.3%	0.09%
0.88%	Epoch Investment Partners, Inc.	219,402	US$14.7m	0%	0.23%
0.88%	Mawer Investment Management Ltd.	218,766	US$14.6m	0%	0.03%
0.86%	Morgan Stanley, Investment Banking and Brokerage Investments	215,183	US$14.4m	35.4%	no data
0.83%	Ziegler Capital Management, LLC	208,076	US$13.9m	0%	0.45%
0.78%	Elgethun Capital Management	193,747	US$13.0m	1.94%	3.04%