Meta Financial Group Inc

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Meta Financial Group Inc
TickerCASH
CIK #0000907471
CUSIP59100U108
SectorFinance - Savings Institution, Federally Chartered
Address121 East Fifth Street PO Box 1307, Storm Lake, IA 50588
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Pathward Financial Inc 2022-10-07 20.0 M Exemption: 506(b) · Duration: One year or less · Commission: $300,000 · Revenue: Over $100,000,000
Meta Financial Group Inc 2016-11-23 7.5 M Exemption: 506(b) · Remaining: $17,500,000 · Duration: One year or less · Revenue: Over $100,000,000
CIK Filing 2011 - 2026
[0000907471] 10-K
[0000907471] 10-Q
[0000907471] 3
[0000907471] 4
[0000907471] 5
[0000907471] 8-K
[0000907471] D
[0000907471] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Dimensional Fund Advisors LP Pathward Financial Inc [2026-04-09] 0.0
American Century Investment Management Inc Pathward Financial Inc [2026-02-13] 0.0
State Street Corp Pathward Financial Inc [2026-02-09] 0.0
State Street Corp Pathward Financial Inc [2025-02-05] 0.0
State Street Corp Pathward Financial Inc [2024-10-17] 5.1
FMR LLC Pathward Financial Inc [2024-02-09] 0.0
Goldman Sachs Group Inc Pathward Financial Inc [2024-02-05] 5.6
Dimensional Fund Advisors LP Pathward Financial Inc [2023-02-10] 5.2
FMR LLC Meta Financial Group Inc [2022-02-09] 0.0
Dimensional Fund Advisors LP Meta Financial Group Inc [2020-02-12] 5.07
Vanguard Group Inc Meta Financial Group Inc [2020-02-11] 5.82
Vanguard Group Inc Meta Financial Group Inc [2018-02-09] 5.15
Dimensional Fund Advisors LP Meta Financial Group Inc [2018-02-09] 5.25
BlackRock Inc Meta Financial Group Inc [2017-01-30] 6.1
Nantahala Capital Management LLC Meta Financial Group Inc [2016-02-16] 5.2
Second Curve Capital LLC Meta Financial Group Inc [2014-03-20] 5.01
Wellington Management Co LLP Meta Financial Group Inc [2013-02-14] 0.79
Long Meadow Holdings LP Meta Financial Group Inc [2012-05-22] 6.0
ACP MFG Holdings LLC Meta Financial Group Inc [2012-05-17] 0.63
Philadelphia Financial Management of San Francisco LLC Meta Financial Group Inc [2012-02-14] 8.83
Continental Advisors LLC Meta Financial Group Inc [2012-02-14] 6.8
Form 3/4/5 Filer 2011 - 2026
Ferri Eric Anthony
Pathward Financial Inc
Hoople Elizabeth G
Hajek Douglas J
Perretta Christopher
Zlatkus Lizabeth H
McCray Ronald D
Stork Kendall E
Shulman Becky S
Mehta Neeraj
Pharr Brett L
Sharett Anthony M
Sigrist Greg
Berde Anjana Thatte
Dombrowski Nadia
Warren Jennifer W
Ingram Charles C
Herrick Glen William
Theisen Sonja Anne
Moore Frederick V
Kramer Michael Robert
Tang Kia S
Hanson Bradley C
Goik Michael K
Winter Kathleen
Thornsberry Sheree
Tull William David
Schneekloth Shelly
Haahr J Tyler
Bruchhof Lynn
Turner Michael Brent
Smith Cynthia M
Moore Troy III
Frericks Ira Duane
Muilenburg Rodney G
Butterfield Ronald Wayne /ADV
Partlow Jeanne
Leedom David W
Gaskill E Thurman
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Perretta Christopher
Common Stock
2026-02-24 Grant 1,650 $0.00
Stork Kendall E
Common Stock
2026-02-24 Grant 1,650 $0.00
Shulman Becky S
Common Stock
2026-02-24 Grant 1,650 $0.00
Zlatkus Lizabeth H
Common Stock
2026-02-24 Grant 1,650 $0.00
McCray Ronald D
Common Stock
2026-02-24 Grant 1,650 $0.00
Hoople Elizabeth G
Common Stock
2026-02-24 Grant 1,650 $0.00
Mehta Neeraj
Common Stock
2026-02-24 Grant 1,650 $0.00
Hajek Douglas J
Common Stock
2026-02-24 Grant 1,650 $0.00
Pharr Brett L
Common Stock
2026-02-23 Sell 15,641 $93.88 1,468,377
Stork Kendall E
Common Stock
2026-02-09 Sell 3,000 $94.15 282,450
Perretta Christopher
Common Stock
2026-01-30 Sell 1,450 $89.94 130,413
Sharett Anthony M
Common Stock
2025-12-16 Gift 650 $0.00
Hajek Douglas J
Common Stock
2025-12-09 Gift 1,000 $0.00
Warren Jennifer W
Common Stock
2025-12-05 Tax withheld 221 $74.36 16,434
Sharett Anthony M
Common Stock
2025-12-05 Tax withheld 776 $74.36 57,703
Dombrowski Nadia
Common Stock
2025-12-05 Tax withheld 353 $74.36 26,249
Berde Anjana Thatte
Common Stock
2025-12-05 Tax withheld 114 $74.36 8,477
Pharr Brett L
Common Stock
2025-12-05 Tax withheld 2,192 $74.36 162,997
Ingram Charles C
Common Stock
2025-12-05 Tax withheld 235 $74.36 17,475
Sigrist Greg
Common Stock
2025-12-05 Tax withheld 737 $74.36 54,803
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 277 20,566,046
2025-12-31 265 19,983,465
2025-09-30 267 21,220,061
2025-06-30 277 20,837,740
2025-03-31 254 21,005,194
2024-12-31 248 22,168,599
2024-09-30 255 22,687,612
2024-06-30 229 22,920,570
2024-03-31 233 23,616,254
2023-12-31 222 25,175,556
2023-09-30 208 23,428,628
2023-06-30 195 22,672,091
Form 13F Holdings
Firm Period DFND Voting Shares
Moody Aldrich Partners LLC [2026-06-30] SOLE 40,514 92,961
Guardian Wealth Management Inc [2026-06-30] SOLE 8,594 57,305
Tealwood Asset Management Inc [2026-06-30] SOLE 14,792 20,438
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 17,683 17,683
Wedge Capital Management L L P/NC [2026-06-30] SOLE 4,443 13,707
Alaska Retirement Management Board [2026-06-30] SOLE 12,201 12,201
Diversified Trust Co [2026-06-30] SOLE 0 11,838
Louisiana State Employees Retirement System [2026-06-30] SOLE 9,700 9,700
Sheets Smith Wealth Management [2026-06-30] SOLE 8,179 8,180
Handelsbanken Fonder AB [2026-06-30] SOLE 0 6,200
Envestnet Portfolio Solutions Inc [2026-06-30] SOLE 6,052 6,052
First Citizens Bank & Trust Co [2026-06-30] SOLE 5,932 5,932
Yousif Capital Management LLC [2026-06-30] SOLE 1,369 5,718
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 5,006 5,006
Procyon Advisors LLC [2026-06-30] SOLE 4,178 4,178
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 3,870
Hilltop National Bank [2026-06-30] DFND 1,247 1,247
City State Bank [2026-06-30] SOLE 1,168 1,168
First Community Trust NA [2026-06-30] SOLE 0 900
Curated Wealth Partners LLC [2026-06-30] OTR 0 712
Versant Capital Management Inc [2026-06-30] SOLE 232 232
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 124 124
Farther Finance Advisors LLC [2026-06-30] SOLE 0 120
IFP Advisors LLC [2026-06-30] SOLE 63 63
Fortitude Family Office LLC [2026-06-30] SOLE 49 49
LRI Investments LLC [2026-06-30] SOLE 38 38
Cedar Mountain Advisors LLC [2026-06-30] SOLE 0 4
Park Avenue Securities LLC [2026-06-30] SOLE 0 4
Hughes Financial Services LLC [2026-06-30] SOLE 2 2
Davis Capital Management [2026-06-30] SOLE 1 1
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