| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
EVP, and Dep. CEO | EVP, Grc Officer | EVP, Chief Risk Officer +2 more
1 company
Sonja Anne Theisen last filed a Form 4 in February 2023, as EVP, and Dep. CEO at CASH. Sonja Anne Theisen's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
At the last filing, the largest reported position was 8,273 shares of CASH. The CASH filings lean toward selling, a net 10,786 shares.
Sonja Anne Theisen has 32 Form 4 filings on record from September 2015 to February 2023, all as EVP, and Dep. CEO at Pathward Financial (CASH), 2015–2023.
The 44 reported transactions were 29 tax withholdings, 10 stock awards, 4 open-market sales and 1 open-market purchase.
Counted by filing, the open-market trades come to 1 purchase worth about $10K and 4 sales worth about $414K.
The only open-market purchase was 466 shares of CASH at an average $21.04 on December 7, 2018, about $10K.
The largest open-market sale was 5,604 shares of CASH at an average $34.67 on December 16, 2019, about $194K.
Shares as reported in the last Form 4 for each company; the most recent is from February 2023. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jan 14, 2022 | CASH Pathward Financial, Inc. | EVP, Chief Risk Officer | Sell | 1,066 | $62.00 | $66,092.00 | -13.2% | -23.5% | -25.5% | |
| Nov 16, 2020 | CASH Pathward Financial, Inc. | SVP, Chief Accounting Officer | Sell | 3,805 | $34.87 | $132,680.35 | -37.4% | - | - | |
| Dec 16, 2019 | CASH Pathward Financial, Inc. | SVP, Chief Accounting Officer | Sell | 5,604 | $34.67 | $194,294.04 | -37.7% | - | - | |
| May 10, 2019 | CASH Pathward Financial, Inc. | SVP, Chief Accounting Officer | Sell | 777 | $26.71 | $20,755.69 | -5.3% | - | - | |
| Dec 7, 2018 | CASH Pathward Financial, Inc. | SVP, Chief Accounting Officer | Buy | 466 | $21.04 | $9,804.64 | +3.2% | - | - |