Pathward Financial, Inc.
Ownership
Ownership Structure
Who owns Pathward Financial, Inc. (CASH)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 98.5% of the shares are freely tradable; institutional investors hold 102.2%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 14.94 | 3,104,464 | -1.7 | 06/30/2026 |
| FMR Inc | 8.68 | 1,803,772 | -7.8 | 06/30/2026 |
| State Street Corp | 6.93 | 1,438,880 | +8.3 | 06/30/2026 |
| American Century Companies Inc | 6.11 | 1,269,975 | +11.6 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 5.13 | 1,064,854 | -2.6 | 06/30/2026 |
| Pure Financial Advisors, INC. | 4.04 | 839,377 | +13.6 | 06/30/2026 |
| Geode Capital Management, LLC | 3.53 | 733,095 | +4.8 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.51 | 729,199 | -2.8 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.99 | 1,243,841 | +0.0 | 09/30/2026 |
| Avantis US Small Cap Value ETF | 3.44 | 714,247 | +0.1 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Pharr Brett L. | Chief Executive Officer | 76,198 | 5,836,767 $ | Oct 16, 2026 | direct |
| Ingram Charles C. | EVP, Chief Info & Ops Officer | 30,835 | 2,361,961 $ | Oct 16, 2026 | direct |
| Shulman Becky S | Director | 30,499 | 2,336,223 $ | Sep 4, 2026 | direct |
| Hoople Elizabeth G. | Director | 28,450 | 2,179,270 $ | Sep 4, 2026 | direct |
| Sharett Anthony M. | President | 25,445 | 1,949,087 $ | Oct 23, 2026 | direct |
| Zlatkus Lizabeth H | Director | 15,400 | 1,179,640 $ | Sep 4, 2026 | direct |
| Sigrist Greg | Chief Financial Officer | 15,329 | 1,174,201 $ | Oct 16, 2026 | direct |
| Mccray Ronald D | Director | 14,557 | 1,115,066 $ | Sep 4, 2026 | direct |
| Hajek Douglas J. | Director | 12,681 | 971,365 $ | Sep 4, 2026 | direct |
| Stork Kendall E | Director | 12,053 | 923,260 $ | Sep 4, 2026 | indirect |
| Dombrowski Nadia | Chief Legal and Admin Officer | 11,176 | 856,082 $ | Oct 16, 2026 | direct |
| Perretta Christopher | Director | 8,750 | 670,250 $ | Sep 4, 2026 | direct |
| Mehta Neeraj | Director | 4,450 | 340,870 $ | Sep 4, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 23, 2026 | Sharett Anthony M. | President | Other | 9,113 | 0.00 | – |
| Oct 16, 2026 | Dombrowski Nadia | Chief Legal and Admin Officer | Other | 380 | 72.93 | 27,713 |
| Oct 16, 2026 | Ingram Charles C. | EVP, Chief Info & Ops Officer | Other | 463 | 72.93 | 33,767 |
| Oct 16, 2026 | Sharett Anthony M. | President | Other | 758 | 72.93 | 55,281 |
| Oct 16, 2026 | Pharr Brett L. | Chief Executive Officer | Other | 2,063 | 72.93 | 150,455 |
| Oct 16, 2026 | Sigrist Greg | Chief Financial Officer | Other | 2,447 | 72.93 | 178,460 |
| Sep 4, 2026 | Mehta Neeraj | Director | Other | 400 | 0.00 | – |
| Sep 4, 2026 | Stork Kendall E | Director | Other | 400 | 0.00 | – |
| Sep 4, 2026 | Hoople Elizabeth G. | Director | Other | 400 | 0.00 | – |
| Sep 4, 2026 | Hajek Douglas J. | Director | Other | 400 | 0.00 | – |
| Sep 4, 2026 | Perretta Christopher | Director | Other | 400 | 0.00 | – |
| Sep 4, 2026 | Zlatkus Lizabeth H | Director | Other | 400 | 0.00 | – |
| Sep 4, 2026 | Mccray Ronald D | Director | Other | 400 | 0.00 | – |
| Sep 4, 2026 | Shulman Becky S | Director | Other | 400 | 0.00 | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 5, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.