Welcome to our dedicated page for Pathward Financial SEC filings (Ticker: CASH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Pathward Financial, Inc. (Nasdaq: CASH) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a financial services company and bank holding company, Pathward uses SEC reports to present details on its operations, financial condition, risk management and capital allocation.
Investors can review current reports on Form 8-K, where Pathward announces material events such as quarterly and annual earnings results, dividend declarations, preliminary financial updates and notices related to Nasdaq listing compliance. Recent 8-K filings have covered topics including results of operations, other events such as cash dividend declarations and the company’s response to Nasdaq notices regarding delayed Form 10-Q filings.
Filings also document financial reporting and control matters. For example, Pathward has filed an 8-K describing non-reliance on previously issued financial statements and the need to restate certain periods due to errors in gross versus net presentation and derivative accounting for specific third-party lending and servicing relationships within its consumer-focused business. A Form 12b-25 (NT 10-Q) explains delays in filing a quarterly report while restatements and related amendments are completed.
Through its periodic reports on Forms 10-K and 10-Q (accessed via EDGAR), readers can examine segment information for Consumer, Commercial and Corporate Services, loan and lease portfolio data, net interest margin, noninterest income and expense details, allowance for credit losses and discussions of internal control over financial reporting. Stock Titan’s interface surfaces these filings with AI-powered summaries that highlight key points, helping users interpret complex disclosures such as restatements, portfolio composition changes and risk factors more efficiently.
Users interested in Pathward Financial’s regulatory history, accounting changes, dividend actions and listing compliance updates can use this page to monitor new filings as they appear in the SEC’s system.
Pathward Financial, Inc. has declared a cash dividend of $0.05 per share for the second quarter of its fiscal year 2026. The dividend will be paid on April 1, 2026 to shareholders of record as of March 12, 2026.
As of December 31, 2025, Pathward Financial reported total assets of $7.56 billion and shareholders’ equity of $853.7 million, providing context for its ability to return capital while operating as a U.S.-based financial holding company focused on financial inclusion.
SHULMAN BECKY S reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. director Becky S. Shulman received an award of 1,650 shares of common stock on February 24, 2026 under the company’s 2023 Omnibus Incentive Plan. The award was granted at no cash cost, bringing her directly held stake to 30,099 shares of common stock.
Pathward Financial, Inc. held its 2026 annual stockholders meeting virtually on February 24, 2026. Shareholders elected three directors—Douglas J. Hajek, Christopher Perretta, and Kendall E. Stork—to three-year terms ending in 2029. They also approved, on a non-binding basis, the compensation of the company’s named executive officers.
Investors recommended holding future advisory votes on executive pay every one year, and the Compensation Committee decided to follow this annual schedule until at least the next frequency vote, anticipated no later than the 2032 annual meeting. Shareholders also ratified KPMG LLP as independent auditors for the fiscal year ending September 30, 2026.
Hajek Douglas J. reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. director Douglas J. Hajek received a grant of 1,650 shares of common stock on 2026-02-24. The shares were awarded at a price of $0.0000 per share under the company’s 2023 Omnibus Incentive Plan. After this award, Hajek directly owns 17,281 common shares.
Pathward Financial, Inc. director Elizabeth G. Hoople acquired 1,650 shares of common stock through a grant valued at $0.00 per share. The award was made under the company’s 2023 Omnibus Incentive Plan. After this grant, she directly holds a total of 32,550 common shares.
PATHWARD FINANCIAL, INC. director Ronald D. McCray reported an equity award of 1,650 shares of common stock. The shares were granted at no cash cost to him as a grant, award, or other acquisition under the company’s 2023 Omnibus Incentive Plan. After this award, his directly held stake is 14,157 shares of common stock.
PATHWARD FINANCIAL, INC. director Christopher Perretta reported an equity award of company stock. He acquired 1,650 shares of common stock on February 24, 2026 at a stated price of $0.00 per share, reflecting a grant rather than an open-market purchase. Following this award, his directly owned position increased to 8,350 common shares. The filing notes that the award was granted pursuant to the company’s 2023 Omnibus Incentive Plan, which is used to provide stock-based compensation to eligible participants.
Stork Kendall E reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. director Kendall E. Stork received a grant of 1,650 shares of common stock on February 24, 2026 under the company’s 2023 Omnibus Incentive Plan. After this award, Stork directly holds 9,500 common shares, with additional indirect holdings reported through the KS Trust.
Zlatkus Lizabeth H reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. director Lizabeth H. Zlatkus received a grant of 1,650 shares of common stock on February 24, 2026 under the company’s 2023 Omnibus Incentive Plan. Following this award, her directly held common stock increased to a total of 15,000 shares.
Mehta Neeraj reported acquisition or exercise transactions in this Form 4 filing.
Pathward Financial, Inc. granted director Neeraj Mehta an award of 1,650 shares of Common Stock on February 24, 2026 under the Company’s 2023 Omnibus Incentive Plan. The award carried a price of $0.0000 per share, bringing his directly owned stake to 4,050 shares after the transaction.