The proposed sale by an officer is modest relative to market cap and likely part of routine portfolio diversification. Monitor whether the sale actually executes and if other officers file similar notices, which could indicate a broader insider selling pattern.
How the stock moved after the report
NEUTRAL VIEWSTOCK BELOW ENTRY AT T+1- T+0 · Oct 28 $76.67entry
- T+1 · 6d ago −1.77%α −0.00% · $75.31
- T+5 · due 8h ago Pending
- T+5 · todayOpen
- T+20 · in 21d Pending
- T+60 · in 3mo Pending
Price Chart
How similar events traded
Executive Summary
Anthony M. Sharett, an officer of Pathward Financial, filed a Form 144 notice of intent to sell 20,000 shares of common stock, with an estimated aggregate market value of approximately $1.56 million based on the filing date. The shares were acquired through stock awards and compensation grants between 2023 and 2026. The filing signals a planned sale but does not guarantee execution.
Key Facts
- Reporting person: Anthony M. Sharett, an officer of Pathward Financial, Inc.
- Proposed sale: 20,000 shares of common stock
- Estimated value: $1,563,000 (based on $78.15 per share)
- Shares acquired through stock awards and compensation grants from October 2023 to October 2026
- Broker: Fidelity Brokerage Services LLC
- Proposed sale date: October 28, 2026
- Shares to be sold represent approximately 0.075% of shares outstanding based on market cap of $1.6B and stock price of $78.15 (20,000 / 20.48M shares)
Financial Impact
Sale of 20,000 shares valued at approximately $1.56 million, representing about 0.075% of outstanding shares
Risk Factors
- Form 144 is an intent to sell; the sale may not occur
- No information on the officer's total holdings to assess proportionality
- The filing does not disclose the reason for the sale
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001959173-26-007527 |
| Document: 0001959173-26-007527-index.html | 0001959173-26-007527 |
| Document: 0001959173-26-007527.txt | 0001959173-26-007527 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 5d ago | SC 13G | $75.31 | awaiting T+20 | awaiting T+20 | $78.93 (+4.81%) |
Oct 28, 2026 6d ago | 144 | $76.67 | awaiting T+20 | awaiting T+20 | $78.93 (+2.95%) |
Oct 21, 2026 13d ago | 8-K | $76.75 | awaiting T+20 | awaiting T+20 | $78.93 (+2.84%) |
Aug 20, 2026 10w ago | 8-K | $83.97 $76.17 | ▼ −9.29% | ▼ −9.29% | $78.93 (−6.00%) |
Apr 22, 2026 27w ago | 8-K | $87.66 $82.58 | ▼ −5.80% | ▼ −10.43% | $78.93 (−9.96%) |
US Market Status
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