Home / Insider News / CASH
Insider Buy Cluster Buy CFO Buy New Position March 16, 2023

Theisen Sonja Anne purchased ~$112K in Pathward Financial, Inc. stock

Pathward Financial, Inc. (CASH)  ·  EVP, and Dep. CFO  ·  Data via SEC EDGAR Form 4

Verity Signals Research Published Updated

= insider buy date

90-day return

+7.3%

vs SPY +10.8%

CASH price after insider trade by Theisen Sonja Anne

Insider

Theisen Sonja Anne

Role

EVP, and Dep. CFO

Transaction

Open-Market Purchase

Approx. Value

~$112K

Trade Date

Mar 16, 2023

Company

Pathward Financial, Inc.

Ticker

CASH

Source

SEC EDGAR Form 4

Strong conviction signal

Scored above average across multiple factors. Roughly 15% of insider trades qualify as Strong.

~$112K purchase

A meaningful investment of personal capital. The average insider purchase is around $150K, putting this in the typical range for serious positions.

EVP, and Dep. CFO

CFOs have direct access to financials before they become public. Their trades are among the most closely watched by institutional investors.

6 insiders traded in the same window

When multiple insiders independently buy within 30 days, it's called a cluster. Studies show clustered insider purchases outperform solo trades significantly, because several people with inside knowledge are reaching the same conclusion.

+7.3% in 90 days (S&P 500: +10.8%)

This trade underperformed the S&P 500 by 3.5 percentage points. Not every insider trade wins. We track all of them so you can focus on the insiders with the best records.

TS

How good is Theisen Sonja Anne at picking stocks?

Full track record: win rate, average return, and performance vs S&P 500

See track record
6

Theisen Sonja Anne wasn't the only one buying.

6 insiders at Pathward Financial, Inc. traded within the same 30-day window.

See who else bought · Free

On March 16, 2023, Theisen Sonja Anne — EVP, and Dep. CFO of Pathward Financial, Inc. — filed a Form 4 with the SEC disclosing an open-market purchase of approximately ~$112K in Pathward Financial, Inc. (CASH) stock.

This transaction was part of a cluster — 6 insiders at Pathward Financial, Inc. made open-market purchases within the same 30-day window. Cluster activity from multiple independent insiders is one of the most studied patterns in insider trading research.

Under Section 16(a) of the Securities Exchange Act of 1934, corporate insiders must report all open-market stock transactions to the SEC within two business days. These filings — known as Form 4s — are publicly available on the SEC's EDGAR database. VeritySignals filters and scores the full Form 4 stream to surface high-conviction signals like this one.

In the 90 days following this trade, CASH returned +7.3% versus +10.8% for the S&P 500 over the same period.

Full Conviction Analysis

Sign up free to see signal strength details, or upgrade for the full 15-factor breakdown.

Upgrade to Trader

Get notified the next time Theisen Sonja Anne trades

Free alerts · No credit card · Instant notification

Set free alert

All data sourced from publicly available SEC Form 4 filings via EDGAR · Not financial advice · Past performance does not guarantee future results.

Signal strength Strong
Trade size ~$112K
Insider role EVP, and Dep. CFO
Cluster 6 insiders
90-day return +7.3%
vs S&P 500 -3.5%

What is this?

When company executives buy or sell their own stock, they must report it to the SEC within 2 days. These public filings reveal what the people who know the company best are doing with their own money.

Why does it matter?

Insiders can sell for many reasons (taxes, diversification, expenses), but they generally only buy for one: they think the stock is going up. That's why insider purchases are more predictive than sales.

What makes a trade "strong"?

We score trades on 15+ factors: the insider's role (CEO > director), trade size relative to their salary, whether other insiders also bought (clusters), and historical accuracy of the insider.

Read our full methodology →

Never miss a signal

Get notified when high-conviction insiders buy. Free account, no credit card.

Sign up free