MarketPeel
Insider Trading Intelligence
Pricing
…
BP

Brett L. Pharr

CASH
CO-PRES & CHIEF OPER OFF OF MB · PATHWARD FINANCIAL, INC. · CIK 0001768567
FILING MIX · LIFETIME26%/74%
BUYS
13
SELLS
37
TOTAL VALUE
$5.41M
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
78,261
AVG SELL PX
$64.03
TRADE KIND
SHOWING 50 / 50
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
10 backtested trades · 8 horizons · 4 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Brett L. Pharr, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d10+90.00%-0.40%+0.69%-1.09%-0.99%—
14d10+60.00%+1.06%+1.18%-0.11%+0.35%—
30d10+40.00%-1.96%+1.51%-3.47%-0.57%—
60d10+30.00%-0.51%+4.02%-4.53%-7.50%—
90d10+30.00%+4.06%+5.21%+0.52%+5.84%—
180d10(1 pending)+44.44%+15.61%+11.49%+4.12%+3.70%—
1y10(1 pending)+44.44%+29.07%+19.77%+9.30%+10.99%—
2y10(2 pending)+50.00%+35.77%+25.43%+10.34%+5.89%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
CASH · 78,261 shares · as of Feb 23, 2026
024,02448,04772,07196,094202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
FLOW · 13 buys / 37 sellsCOVERAGE · 25 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
15,641$93.88$1.47M78,261Feb 23, 2026Feb 24, 2026 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
2,192$74.36$163.0K93,902Dec 5, 2025Dec 9, 2025 ↗View →
CASH
PATHWARD FINANCIAL, INC.
PURCHASEGRANT
Stock grant
15,916——96,094Nov 14, 2025Nov 18, 2025 ↗View →
CASH
PATHWARD FINANCIAL, INC.
PURCHASEGRANT
Stock grant
34,718——93,840Nov 4, 2025Nov 6, 2025 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
13,662——80,178Nov 4, 2025Nov 6, 2025 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALEGRANT
Gift
5,952——59,122Oct 27, 2025Oct 29, 2025 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
4,676$69.76$326.2K65,074Oct 16, 2025Oct 17, 2025 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
10,365$78.07$809.2K69,750Apr 25, 2025Apr 29, 2025 ↗View →
CASH
PATHWARD FINANCIAL, INC.
PURCHASEGRANT
Stock grant
16,702——80,115Nov 15, 2024Nov 19, 2024 ↗View →
CASH
PATHWARD FINANCIAL, INC.
PURCHASEGRANT
Stock grant
17,091——70,139Nov 7, 2024Nov 12, 2024 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
6,726——63,413Nov 7, 2024Nov 12, 2024 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
2,990$74.32$222.2K55,903Oct 16, 2024Oct 18, 2024 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
2,855$74.32$212.2K53,048Oct 16, 2024Oct 18, 2024 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
1,142$66.01$75.4K58,893Sep 30, 2024Oct 1, 2024 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALEGRANT
Gift
8,000——60,035Sep 11, 2024Sep 12, 2024 ↗View →
CASH
PATHWARD FINANCIAL, INC.
PURCHASEGRANT
Stock grant
25,414——68,035Mar 1, 2024Mar 5, 2024 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
1,028$51.10$52.5K42,621Feb 25, 2024Feb 28, 2024 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALEGRANT
Gift
10,395——43,649Dec 6, 2023Dec 7, 2023 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
2,116$47.55$100.6K57,537Oct 16, 2023Oct 18, 2023 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
3,493$47.55$166.1K54,044Oct 16, 2023Oct 18, 2023 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
1,845$46.09$85.0K59,653Sep 30, 2023Oct 3, 2023 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
1,621$51.07$82.8K61,498Feb 25, 2023Feb 27, 2023 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
10,000$51.67$516.7K63,119Feb 2, 2023Feb 3, 2023 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALEGRANT
Gift
2,000——73,119Dec 9, 2022Dec 14, 2022 ↗View →
CASH
PATHWARD FINANCIAL, INC.
PURCHASEGRANT
Stock grant
26,623——75,119Nov 2, 2022Nov 4, 2022 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
476$37.55$17.9K50,612Oct 16, 2022Oct 18, 2022 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
2,116$37.55$79.5K48,496Oct 16, 2022Oct 18, 2022 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
787$37.55$29.6K51,088Oct 15, 2022Oct 18, 2022 ↗View →
CASH
PATHWARD FINANCIAL, INC.
PURCHASE
Chief Executive Officer
2,500$33.16$82.9K51,875Aug 1, 2022Aug 2, 2022 ↗View →
CASH
PATHWARD FINANCIAL, INC.
PURCHASE
Chief Executive Officer
2,500$40.00$100.0K49,375Jul 1, 2022Jul 5, 2022 ↗View →
CASH
PATHWARD FINANCIAL, INC.
PURCHASE
Chief Executive Officer
2,500$37.25$93.1K46,875Jun 14, 2022Jun 15, 2022 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
1,610$55.23$88.9K44,375Feb 25, 2022Mar 1, 2022 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALEGRANT
Gift
1,343——45,985Dec 14, 2021Dec 15, 2021 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
1,310$57.77$75.7K47,328Nov 2, 2021Nov 4, 2021 ↗View →
CASH
PATHWARD FINANCIAL, INC.
PURCHASEGRANT
Stock grant
14,064——32,505Nov 2, 2021Nov 4, 2021 ↗View →
CASH
PATHWARD FINANCIAL, INC.
PURCHASEGRANT
Stock grant
16,133——48,638Nov 2, 2021Nov 4, 2021 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
295$60.75$17.9K18,441Oct 16, 2021Oct 19, 2021 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
260$60.75$15.8K18,736Oct 16, 2021Oct 19, 2021 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Chief Executive Officer
487$60.75$29.6K18,996Oct 15, 2021Oct 19, 2021 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Co-Pres & Chief Oper Off of MB
2,343$46.29$108.5K19,483Mar 10, 2021Mar 12, 2021 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Co-Pres & Chief Oper Off of MB
1,657$44.09$73.1K21,826Feb 25, 2021Mar 1, 2021 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Co-Pres & Chief Oper Off of MB
685$45.05$30.9K23,483Feb 23, 2021Feb 25, 2021 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Co-Pres & Chief Oper Off of MB
2,400$40.01$96.0K24,168Jan 6, 2021Jan 7, 2021 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Co-Pres & Chief Oper Off of MB
2,500$36.92$92.3K26,568Dec 28, 2020Dec 29, 2020 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Co-Pres & Chief Oper Off of MB
477$29.29$14.0K29,068Nov 6, 2020Nov 10, 2020 ↗View →
CASH
PATHWARD FINANCIAL, INC.
PURCHASEGRANT
Stock grant
3,630——29,545Nov 6, 2020Nov 10, 2020 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Co-Pres & Chief Oper Off of MB
420$23.21$9.7K25,915Oct 16, 2020Oct 19, 2020 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
Co-Pres & Chief Oper Off of MB
787$22.81$18.0K26,335Oct 15, 2020Oct 19, 2020 ↗View →
CASH
PATHWARD FINANCIAL, INC.
PURCHASEGRANT
Stock grant
6,000——27,122Jun 23, 2020Jun 24, 2020 ↗View →
CASH
PATHWARD FINANCIAL, INC.
SALE
EVP & Group Head of Governance
1,653$36.06$59.6K21,122Feb 25, 2020Feb 26, 2020 ↗View →
Other insiders · CASH
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About this filer
CIK 0001768567
ROLE
Co-Pres & Chief Oper Off of MB
PRIMARY
CASH
COMPANIES
1
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001768567DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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