Insider Chart Past 6 Months
Technical Chart
Filings by transaction date
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:Sharett Anthony M.Ownership Type:Direct OwnershipSecurities:Common StockNature of Transaction:S - Open market or private sale# or value acquired/disposed of:-1,000Price:$47.50
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Mar 01, 2024 (filed on Mar 05, 2024)Insider Name:Warren Jennifer W.Ownership Type:Direct OwnershipSecurities:Common StockNature of Transaction:F - Payment of exercise price or tax liability, exercise or vesting of a security under Rule 16b-3# or value acquired/disposed of:-187Price:$50.15
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Mar 01, 2024 (filed on Mar 05, 2024)Insider Name:Warren Jennifer W.Ownership Type:Direct OwnershipSecurities:Common StockNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:1,887Price:--
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Mar 01, 2024 (filed on Mar 05, 2024)Insider Name:Ingram Charles C.Ownership Type:Direct OwnershipSecurities:Common StockNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:3,352Price:--
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Mar 01, 2024 (filed on Mar 05, 2024)Insider Name:Dombrowski NadiaOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:3,631Price:--
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Mar 01, 2024 (filed on Mar 05, 2024)Insider Name:Sigrist GregOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:13,139Price:--
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Mar 01, 2024 (filed on Mar 05, 2024)Insider Name:Sharett Anthony M.Ownership Type:Direct OwnershipSecurities:Common StockNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:8,618Price:--
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Mar 01, 2024 (filed on Mar 05, 2024)Insider Name:Pharr Brett L.Ownership Type:Direct OwnershipSecurities:Common StockNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:25,414Price:--
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Mar 01, 2024 (filed on Mar 05, 2024)Insider Name:Stork Kendall EOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:2,950Price:--
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Mar 01, 2024 (filed on Mar 05, 2024)Insider Name:Perretta ChristopherOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:2,950Price:--
Filings by filing date
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:Sharett Anthony M.Ownership Type:Direct OwnershipSecurities:Common StockNature of Transaction:S - Open market or private sale# or value acquired/disposed of:-1,000Price:$47.50
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Mar 01, 2024 (filed on Mar 05, 2024)Insider Name:Warren Jennifer W.Ownership Type:Direct OwnershipSecurities:Common StockNature of Transaction:F - Payment of exercise price or tax liability, exercise or vesting of a security under Rule 16b-3# or value acquired/disposed of:-187Price:$50.15
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Mar 01, 2024 (filed on Mar 05, 2024)Insider Name:Warren Jennifer W.Ownership Type:Direct OwnershipSecurities:Common StockNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:1,887Price:--
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Mar 01, 2024 (filed on Mar 05, 2024)Insider Name:Ingram Charles C.Ownership Type:Direct OwnershipSecurities:Common StockNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:3,352Price:--
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Mar 01, 2024 (filed on Mar 05, 2024)Insider Name:Dombrowski NadiaOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:3,631Price:--
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Mar 01, 2024 (filed on Mar 05, 2024)Insider Name:Sigrist GregOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:13,139Price:--
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Mar 01, 2024 (filed on Mar 05, 2024)Insider Name:Sharett Anthony M.Ownership Type:Direct OwnershipSecurities:Common StockNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:8,618Price:--
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Mar 01, 2024 (filed on Mar 05, 2024)Insider Name:Pharr Brett L.Ownership Type:Direct OwnershipSecurities:Common StockNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:25,414Price:--
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Mar 01, 2024 (filed on Mar 05, 2024)Insider Name:Stork Kendall EOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:2,950Price:--
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Mar 01, 2024 (filed on Mar 05, 2024)Insider Name:Perretta ChristopherOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:2,950Price:--
News
Biz Brief
Sector: Financials | Industry: Banks |
See Regulatory Filings on SEC |
Company Contact | |
Address: | 5501 SOUTH BROADBAND LANE, P O Box 1307 SIOUX FALLS SD 57108 |
Tel: | N/A |
Website: | https://www.pathwardfinancial.com |
IR: | See website |
Key People | ||
Anthony M. Sharett President | Brett L. Pharr Chief Executive Officer, Director | Gregory A. Sigrist Chief Financial Officer, Executive Vice President |
Charles C. Ingram Executive Vice President, Chief Technology and Product Officer | Nadia A. Dombrowski Executive Vice President, Chief Legal and Administrative Officer |
Business Overview |
Pathward Financial, Inc. is a financial holding company. The Company's subsidiary is Pathward, National Association (the Bank). The Bank operates through three segments: Consumer, Commercial, and Corporate Services/Other. The Consumer segment includes the banking as a service (BaaS) business line, which collaborates with partners to navigate payment and lending needs. The Bank's capabilities range from prepaid cards and deposit accounts to payment processing and consumer lending. The Bank offers a variety of installment and revolving consumer lending products through its credit solutions. The Commercial segment offers a variety of products through its working capital, equipment finance, structured finance and insurance premium finance lending solutions. The Corporate Services/Other segment includes certain shared services as well as treasury related functions, such as the investment portfolio, warehouse finance, wholesale deposit, and borrowings. |
Financial Overview |
For the three months ended 31 December 2023, Pathward Financial Inc interest income increased 36% to $115.9M. Net interest income after loan loss provision increased 35% to $100.1M. Net income applicable to common stockholders decreased less than 1% to $27.4M. Net interest income after loan loss provision reflects Consumer segment increase of 80% to $55.9M, Net Interest Margin, Total - % increase of 11% to 6.24%, Net Interest Spread. |
Employees: | 1,192 as of Sep 30, 2023 |
Reporting Currency: | U.S. Dollars |
Enterprise value: | $611.03M as of Dec 31, 2023 |
Annual revenue (TTM): | $429.57M as of Dec 31, 2023 |
EBITDA (TTM): | $210.58M as of Dec 31, 2023 |
Net annual income (TTM): | $161.15M as of Dec 31, 2023 |
Free cash flow (TTM): | -$113.83M as of Dec 31, 2023 |
Net Debt Last Fiscal Year: | N/A |
Shares outstanding: | 25,490,775 as of Jan 31, 2024 |
Index Membership: | S&P 600 Small Cap |
TTM: Trailing Twelve Months EBITDA: Earnings Before Interest, Taxes, Depreciation, & Amortization |