Sonja Anne Theisen - Net Worth and Insider Trading

Sonja Anne Theisen Net Worth

The estimated net worth of Sonja Anne Theisen is at least $585,063 dollars as of 2024-04-28. Sonja Anne Theisen is the EVP, and Dep. CFO of Pathward Financial Inc and owns about 11,221 shares of Pathward Financial Inc (CASH) stock worth over $585,063. Details can be seen in Sonja Anne Theisen's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Sonja Anne Theisen has not made any transactions after 2023-03-16 and currently still holds the listed stock(s).

Transaction Summary of Sonja Anne Theisen

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Sonja Anne Theisen Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Sonja Anne Theisen owns 1 companies in total, including Pathward Financial Inc (CASH) .

Click here to see the complete history of Sonja Anne Theisen’s form 4 insider trades.

Insider Ownership Summary of Sonja Anne Theisen

Ticker Comapny Transaction Date Type of Owner
CASH Pathward Financial Inc 2023-03-16 Chief Accounting Officer

Sonja Anne Theisen Latest Holdings Summary

Sonja Anne Theisen currently owns a total of 1 stock. Sonja Anne Theisen owns 11,221 shares of Pathward Financial Inc (CASH) as of March 16, 2023, with a value of $585,063.

Latest Holdings of Sonja Anne Theisen

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
CASH Pathward Financial Inc 2023-03-16 11,221 52.14 585,063

Holding Weightings of Sonja Anne Theisen


Sonja Anne Theisen Form 4 Trading Tracker

According to the SEC Form 4 filings, Sonja Anne Theisen has made a total of 5 transactions in Pathward Financial Inc (CASH) over the past 5 years, including 1 buys and 4 sells. The most-recent trade in Pathward Financial Inc is the acquisition of 350 shares on March 16, 2023, which cost Sonja Anne Theisen around $14,928.

Insider Trading History of Sonja Anne Theisen

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Sonja Anne Theisen Trading Performance

GuruFocus tracks the stock performance after each of Sonja Anne Theisen's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Sonja Anne Theisen is 1.63%. GuruFocus also compares Sonja Anne Theisen's trading performance to market benchmark return within the same time period. The performance of stocks bought by Sonja Anne Theisen within 3 months outperforms 0 times out of 2 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Sonja Anne Theisen's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Sonja Anne Theisen

Average Return

38.06%

Average return per transaction

Outperforming Transactions

100%

2 out of 2 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -5.32 1.63 20.73 38.06 30.43 41.92
Relative Return to S&P 500(%) -5.98 -6.25 9.98 13.71 12.05 20.75

Sonja Anne Theisen Ownership Network

Ownership Network List of Sonja Anne Theisen

No Data

Ownership Network Relation of Sonja Anne Theisen


Sonja Anne Theisen Owned Company Details

What does Pathward Financial Inc do?

Who are the key executives at Pathward Financial Inc?

Sonja Anne Theisen is the Chief Accounting Officer of Pathward Financial Inc. Other key executives at Pathward Financial Inc include EVP & Gen. Counsel & Corp. Sec. Anthony M. Sharett , EVP & CFO & Secretary Glen William Herrick , and EVP & CFO-Designee Greg Sigrist .

Pathward Financial Inc (CASH) Insider Trades Summary

Over the past 18 months, Sonja Anne Theisen made 1 insider transaction in Pathward Financial Inc (CASH) with a net purchase of 350. Other recent insider transactions involving Pathward Financial Inc (CASH) include a net sale of 19,000 shares made by Glen William Herrick , a net sale of 3,950 shares made by Frederick V Moore , and a net sale of 3,500 shares made by Anthony M. Sharett .

In summary, during the past 3 months, insiders sold 1,000 shares of Pathward Financial Inc (CASH) in total and bought 0 shares, with a net sale of 1,000 shares. During the past 18 months, 50,450 shares of Pathward Financial Inc (CASH) were sold and 2,050 shares were bought by its insiders, resulting in a net sale of 48,400 shares.

Pathward Financial Inc (CASH)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Pathward Financial Inc Insider Transactions

No Available Data

Sonja Anne Theisen Mailing Address

Above is the net worth, insider trading, and ownership report for Sonja Anne Theisen. You might contact Sonja Anne Theisen via mailing address: C/o Meta Financial Group, Inc., 5501 South Broadband Lane, Sioux Falls Sd 57108.

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