Pathward Financial, Inc. filings document the reporting and governance record of a financial holding company whose bank subsidiary operates Partner Solutions and Commercial Finance business lines. Form 8-K reports include operating results, quarterly investor presentations, dividend declarations and other material events tied to the company’s banking, payments, tax and commercial finance activities.
Proxy materials and annual meeting disclosures cover board elections, advisory votes on executive compensation, say-on-pay frequency, auditor ratification and related governance matters. The filing record also includes listing-compliance and late-periodic-report disclosures, including matters connected to financial-statement restatements and Nasdaq reporting requirements.
Pathward Financial, Inc. (CASH) reported that Chief Executive Officer and director Brett L. Pharr received 34,869 common shares when performance share units granted on March 1, 2024, vested on November 3, 2026. Each unit converted into one share based on company performance during the three-fiscal-year period from October 1, 2023, through September 30, 2026, as determined by the Compensation Committee. Pharr surrendered 12,979 shares to the company for tax withholding. His reported indirect holding through an IRA was 614 common shares.
At Pathward Financial, Inc., EVP, Chief Info & Ops Officer Charles C. Ingram received 4,599 common shares on November 3, 2026, when performance share units granted March 1, 2024 vested. Each unit converted into one share based on company performance during the three-fiscal-year period from October 1, 2023, through September 30, 2026, as determined by the Compensation Committee. In connection with vesting, 1,902 shares were surrendered to the company to satisfy tax withholding obligations.
Pathward Financial, Inc. Chief Legal and Admin Officer Nadia Dombrowski acquired 4,982 common shares when performance share units (PSUs) vested on November 3, 2026. Each PSU converted into one share based on company performance during the three-fiscal-year period from October 1, 2023, through September 30, 2026, as determined by the Compensation Committee. She surrendered 1,562 shares to the company for tax withholding related to the vesting.
Pathward Financial, Inc. (CASH) Chief Financial Officer Greg Sigrist acquired 14,331 shares of common stock upon performance share unit vesting on November 3, 2026. Each unit converted into one common share based on company performance during the three-fiscal-year period from October 1, 2023, through September 30, 2026, as determined by the Compensation Committee. Sigrist surrendered 7,293 shares to the company to satisfy tax withholding obligations related to the vesting.
Pathward Financial, Inc. common stock: Vanguard Capital Management reported beneficial ownership of 1,087,569 shares, or 5.23%. It reported sole voting power over 158,000 shares and sole dispositive power over 1,087,569 shares, with zero shared voting or dispositive power. The reported holdings include securities held by Vanguard affiliates, funds and client accounts over which the relevant Vanguard entities exercise voting and/or dispositive power.
Pathward Financial, Inc. (CASH) officer Anthony M. Sharett reported a proposed sale of 20,000 common shares through Fidelity Brokerage Services LLC, with an aggregate market value of $1,563,000. The approximate sale date is October 28, 2026. The reported number of shares outstanding is 20,773,362.
Pathward Financial, Inc. (CASH) President Anthony M. Sharett forfeited 9,113 unvested restricted shares in connection with his resignation as President on October 23, 2026. The transaction was reported as a disposition to the issuer, not a market sale. Afterward, Sharett directly held 25,445 shares of common stock.
Pathward Financial, Inc. (CASH) reported fourth-quarter fiscal 2026 net income of $38.6 million and diluted EPS of $1.85, versus $38.8 million and $1.69 a year earlier. For fiscal 2026, net income was $175.7 million and diluted EPS was $8.14, compared with $185.9 million and $7.87 in fiscal 2025. Fourth-quarter net interest income declined 8% to $117.6 million; noninterest income increased 12% to $65.6 million, while noninterest expense decreased 10% to $129.7 million.
Loan and lease originations were $2.2 billion in the quarter, versus $1.3 billion a year earlier. Nonperforming loans and leases were $289.3 million, or 5.61% of gross loans and leases, at September 30, 2026, compared with $99.1 million, or 2.05%, a year earlier. The company linked the increase in nonperforming commercial finance loans to certain renewable-energy construction projects with a common developer and said it is working with other parties toward completion. Fiscal 2027 diluted EPS guidance is $9.50-$10.00, assuming no additional rate changes, an 18%-22% effective tax rate, secondary-market revenue of $5-$7 million per quarter, and expected share repurchases.
Pathward Financial, Inc. President Anthony M. Sharett surrendered 758 common shares on October 16, 2026, to satisfy tax withholding obligations in connection with the vesting of restricted stock. He directly held 34,558 shares following the transaction.
Pathward Financial, Inc. (CASH) Chief Financial Officer Greg Sigrist reported a 2,447-share tax-withholding disposition on October 16, 2026: common shares were surrendered to satisfy obligations tied to the vesting of restricted stock. The reported price was $72.93 per share, and he directly held 15,329 shares after the transaction.