Public ownership evidence

Pathward Financial, Inc. Common Stock (CASH) Ownership Disclosures

Read CASH insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Pathward Financial, Inc. Common Stock: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-08
Trade date
2026-09-04
Reporting owners
Mehta Neeraj
Code
A
Shares
400
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001727507-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CASH fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CASH fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-09-082026-09-04Mehta NeerajA400Not reported
2026-09-082026-09-04MCCRAY RONALD DA400Not reported
2026-09-082026-09-04Hoople Elizabeth G.A400Not reported
2026-09-082026-09-04Perretta ChristopherA400Not reported
2026-09-082026-09-04SHULMAN BECKY SA400Not reported
2026-09-082026-09-04Hajek Douglas J.A400Not reported
2026-09-082026-09-04Stork Kendall EA400Not reported
2026-09-082026-09-04Zlatkus Lizabeth HA400Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-282,441$212,514None
Advisors Asset Management, Inc.2025-09-302026-08-2711$410None
Financial Insights, Inc.2026-06-302026-08-260$10,984,057None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-2613,649$1,217,900None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-2619,149$1,667,112None
Advisors Asset Management, Inc.2025-06-302026-08-2511$870None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2524,775$2,156,912None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-252,156,912$24,775,000None
Advisors Asset Management, Inc.2025-12-312026-08-2211$781None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2016,710$1,454,789None
Ensign Peak Advisors, Inc2026-03-312026-08-191,018$90,836None
Ensign Peak Advisors, Inc2025-12-312026-08-191,018$72,278None
Ensign Peak Advisors, Inc2025-09-302026-08-194,168$308,474None
Corient Private Wealth LP2026-06-302026-08-182,441$212,514None
Empowered Funds, LLC2026-06-302026-08-1899,456$8,658,639None
Empowered Funds, LLC2026-06-302026-08-182,178$189,617None
Pure Financial Advisors, LLC2026-06-302026-08-180$73,076,146None
Transamerica Financial Advisors, LLC2026-06-302026-08-181,088$94,838None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1811,053$962,274None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-187,093$617,517None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-18263$22,897None
SEI INVESTMENTS CO2026-06-302026-08-15138,192$12,030,996None
SEI INVESTMENTS CO2026-06-302026-08-15270$23,500None
Axxion S.A.2026-06-302026-08-152,971$258,655None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15818$71,218None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15350$30,471None
Advisors Asset Management, Inc.2026-06-302026-08-1511$958None
Rafferty Asset Management, LLC2026-06-302026-08-1520,200$1,758,612None
Quarry LP2026-06-302026-08-1542$3,657None
Militia Capital Partners, LP2025-12-312026-08-1522,179$1,574,709None
Militia Capital Partners, LP2025-09-302026-08-1515,000$1,110,150None
Militia Capital Partners, LP2025-06-302026-08-1516,000$1,265,920None
Militia Capital Partners, LP2025-03-312026-08-1510,000$729,500None
XTX Topco Ltd2026-06-302026-08-1543,890$3,821,063None
Aquatic Capital Management LLC2026-06-302026-08-1511,695$1,018,167None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15268,911$23,411,392None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15268,911$23,411,392None
Qube Research & Technologies Ltd2026-06-302026-08-15297,329$25,885,463None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,344$291,157None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,024$89,165None
Schonfeld Strategic Advisors LLC2026-06-302026-08-1523,474$2,043,644None
Squarepoint Ops LLC2026-06-302026-08-1524,382$2,122,697None
Man Group plc2026-06-302026-08-152,089$181,868None
Man Group plc2026-06-302026-08-1527,161$2,364,637None
Trexquant Investment LP2026-06-302026-08-1537,412$3,257,089None
MetLife Investment Management, LLC2026-06-302026-08-1512,450$1,083,897None
Engineers Gate Manager LP2026-06-302026-08-1531,090$2,706,695None
State of Tennessee, Department of Treasury2026-06-302026-08-156,859$597,145None
Orion Porfolio Solutions, LLC2026-06-302026-08-154,975$433,102None
VOLORIDGE INVESTMENT MANAGEMENT, LLC2026-06-302026-08-1541,679$3,628,574None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗Financial Insights, Inc. ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗Advisors Asset Management, Inc. ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗Advisors Asset Management, Inc. ↗MERCER GLOBAL ADVISORS INC /ADV ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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