PATHWARD FINANCIAL, INC.
Ownership & governance
Executives 5Directors 9Avg age 64Avg tenure 5.2y
BP
Brett Pharr
Chief Executive Officer
Age 64Since 2021-09-30Profile →
+13
Executives5
BP
Brett Pharr→
Chief Executive Officer
Age 64Since 2021-09-30
GS
Gregory Sigrist→
Director of Finance/CFO
Age 59Since 2023-10-31
AS
Anthony Sharett→
President
Age 50Since 2021-09-30
ND
Nadia Dombrowski→
Chief Administrative Officer
Age 65Since 2021-12-31
CI
Charles Ingram→
Chief Operating Officer
Age 57Since 2025-08-06
Board of directors9
DH
Douglas Hajek→
Chairman
Age 76Since 2020-12-31
EH
Elizabeth Hoople→
Director/Board Member
Age 68Since 2014-10-26
KS
Kendall Stork→
Director/Board Member
Age 72Since 2016-06-26
BS
Becky Shulman→
Chairman
Age 62—
LZ
Lizabeth Zlatkus→
Director/Board Member
Age 67Since 2021-02-22
RM
Ronald McCray→
Director/Board Member
Age 69Since 2021-02-22
BP
Brett Pharr→
Director/Board Member
Age 64Since 2021-09-30
CP
Chris Perretta→
Director/Board Member
Age 68Since 2023-02-27
Shareholders5
| Name | Stake | Shares |
|---|---|---|
| BlackRock Advisors LLC | 14.38 % | 3,034,733 |
| Fidelity Management & Research Co. LLC | 9.268 % | 1,956,515 |
| STATE STREET CORPORATION | 6.295 % | 1,328,788 |
| American Century Cos., Inc. | 5.393 % | 1,138,461 |
| DFA Australia Ltd. | 4.915 % | 1,037,606 |
Catalog · 2026-07-09
Registry officers14
| Name | Role | Since | Shares |
|---|---|---|---|
| Becky Shulman | Chairman | — | - |
| Brett Pharr | Chief Executive Officer | 2021-09-30 | - |
| Charles Ingram | Chief Operating Officer | 2025-08-06 | - |
| Douglas Hajek | Chairman | 2020-12-31 | - |
| Gregory Sigrist | Director of Finance/CFO | 2023-10-31 | - |
| Nadia Dombrowski | Chief Administrative Officer | 2021-12-31 | - |
| Brett Pharr | Director/Board Member | 2021-09-30 | - |
| Chris Perretta | Director/Board Member | 2023-02-27 | - |
Registry · as of 2026-07-09
Institutional (13F)
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Fund membership
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Street consensus
Consensus buyMean target 97.5Range 90–105Analysts 2
90Mean 97.5105
- Strong buy 2
- Hold 1
Broker actions40 of 49
| Firm | Action | To | Target | Date |
|---|---|---|---|---|
| Piper Sandler | Reiterated | Overweight | 105 | 2026-07-23 |
| Keefe, Bruyette & Woods | Maintained | Outperform | 97 | 2026-07-23 |
| Keefe, Bruyette & Woods | Maintained | Outperform | 108 | 2026-04-23 |
| Keefe, Bruyette & Woods | Maintained | Market Perform | 67 | 2024-07-25 |
| Piper Sandler | Maintained | Overweight | 75 | 2024-07-25 |
| Keefe, Bruyette & Woods | Maintained | Market Perform | 58 | 2024-04-05 |
| Keefe, Bruyette & Woods | Maintained | Market Perform | 60 | 2024-01-25 |
| Piper Sandler | Maintained | Overweight | 68 | 2024-01-25 |
| Piper Sandler | Maintained | Overweight | 69 | 2023-12-21 |
| Keefe, Bruyette & Woods | Maintained | Market Perform | 59 | 2023-07-27 |
| Keefe, Bruyette & Woods | Maintained | Outperform | 47 | 2023-04-27 |
| Keefe, Bruyette & Woods | Maintained | Market Perform | 47 | 2023-04-06 |
Firm rows and rating mix from Yahoo Finance; mean target is Yahoo’s aggregate until OpenFilings derives consensus from broker rows.