Form 4 for CASH PATHWARD FINANCIAL, INC.
Accepted 2023-11-20 00:00:00 ET · period of report 2023-11-07 · accession 0000907471-23-000134 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2023-11-20 | 2023-11-07 | CASH | Herrick Glen William | EVP, CFO | F - Tax | $47.85 | -9,988 | 111.1K | -8% | -$477.9K |
| M | 2023-11-20 | 2023-11-07 | CASH | Herrick Glen William | EVP, CFO | A - Grant | $0.00 | +25.4K | 103.7K | +32% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2023-11-07 | F | D | 5,820 | $47.85 | 112,187 | D | — | — | (F2) Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of PSUs. |
| 2 | Common | Common Stock | 2023-11-07 | F | D | 3,126 | $47.85 | 118,007 | D | — | — | (F2) Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of PSUs. |
| 3 | Common | Common Stock | 2023-11-07 | A | A | 2,648 | $0.00 | 121,133 | D | — | — | (F1) Represents common stock received upon the vesting on November 7, 2023, of performance share units ("PSUs") granted on November 2, 2020. Each PSU converted into one share of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning October 1, 2020 and ending September 30, 2023, as determined by the Compensation Committee. |
| 4 | Common | Common Stock | 2023-11-07 | A | A | 14,788 | $0.00 | 118,485 | D | — | — | (F1) Represents common stock received upon the vesting on November 7, 2023, of performance share units ("PSUs") granted on November 2, 2020. Each PSU converted into one share of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning October 1, 2020 and ending September 30, 2023, as determined by the Compensation Committee. |
| 5 | Common | Common Stock | 2023-11-07 | F | D | 1,042 | $47.85 | 111,145 | D | — | — | (F2) Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of PSUs. |
| 6 | Common | Common Stock | 2023-11-07 | A | A | 7,944 | $0.00 | 103,697 | D | — | — | (F1) Represents common stock received upon the vesting on November 7, 2023, of performance share units ("PSUs") granted on November 2, 2020. Each PSU converted into one share of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning October 1, 2020 and ending September 30, 2023, as determined by the Compensation Committee. |