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.
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) disclosed that President Anthony Sharett has resigned from his position at the company and its wholly owned subsidiary Pathward, N.A., effective October 23, 2026, after notifying the company on September 14, 2026.
The company states it intends to implement its succession plan and will reorganize the President’s responsibilities among existing executive team members. Pathward Financial acknowledges Mr. Sharett’s prior service, including in roles as chief legal and compliance officer, general counsel and corporate secretary.
PATHWARD FINANCIAL, INC. (symbol: CASH) is the issuer of record for a Form 4 filing submitted to the SEC. Mehta Neeraj reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. (CASH) reported that director Neeraj Mehta received an award of 400 shares of Common Stock on September 4, 2026, at no cash cost as part of equity compensation. Following this grant under the company’s 2023 Omnibus Incentive Plan, Mehta directly holds 4,450 shares of Common Stock.
PATHWARD FINANCIAL, INC. (symbol: CASH) is the issuer of record for a Form 4 filing submitted to the SEC. MCCRAY RONALD D reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. (CASH) reported that director Ronald D. McCray received a grant of 400 shares of Common Stock on September 4, 2026. The award was made pursuant to the company’s 2023 Omnibus Incentive Plan and was granted at $0.00 per share as equity compensation.
Following this award, McCray directly holds 14,557 shares of PATHWARD FINANCIAL, INC. Common Stock.
PATHWARD FINANCIAL, INC. (symbol: CASH) is the issuer of record for a Form 4 filing submitted to the SEC. Hoople Elizabeth G. reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. (CASH) reported that director Elizabeth G. Hoople received an award of 400 shares of Common Stock on September 4, 2026. The shares were granted at $0.00 per share as an equity award under the company’s 2023 Omnibus Incentive Plan and are held directly.
After this award, Hoople directly holds a total of 28,450 shares of PATHWARD FINANCIAL, INC. common stock. No transactions in this filing were reported as made under a Rule 10b5-1 trading plan.
PATHWARD FINANCIAL, INC. (symbol: CASH) is the issuer of record for a Form 4 filing submitted to the SEC. Perretta Christopher reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. (CASH) reported that director Christopher Perretta received an award of 400 shares of common stock on September 4, 2026. The shares were granted at no cash purchase price under the company’s 2023 Omnibus Incentive Plan, bringing his directly held stake to 8,750 shares.
PATHWARD FINANCIAL, INC. (symbol: CASH) is the issuer of record for a Form 4 filing submitted to the SEC. SHULMAN BECKY S reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. (CASH) reported that director Becky S. Shulman received an award of 400 shares of common stock on September 4, 2026. The award was granted at $0.00 per share pursuant to the company's 2023 Omnibus Incentive Plan and increased her directly held stake to 30,499 shares.
PATHWARD FINANCIAL, INC. (symbol: CASH) is the issuer of record for a Form 4 filing submitted to the SEC. Hajek Douglas J. reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. (CASH) reported that director Douglas J. Hajek received a grant of 400 shares of common stock on September 4, 2026. The award was made pursuant to the company’s 2023 Omnibus Incentive Plan and increased his directly held stake to 12,681 shares.
PATHWARD FINANCIAL, INC. (symbol: CASH) is the issuer of record for a Form 4 filing submitted to the SEC. Stork Kendall E reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. (CASH) director Kendall E. Stork reported an award of 400 shares of Common Stock on September 4, 2026, at a stated price of $0.00 per share, pursuant to the company’s 2023 Omnibus Incentive Plan. The shares are held indirectly through the Kendall Stork Trust, which now holds 12,053 shares, including a transfer of 9,500 shares from Stork’s direct holdings to the trust.
PATHWARD FINANCIAL, INC. (symbol: CASH) is the issuer of record for a Form 4 filing submitted to the SEC. Zlatkus Lizabeth H reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. (CASH) reported that director Lizabeth H. Zlatkus received an award of 400 shares of Common Stock on September 4, 2026 under the company’s 2023 Omnibus Incentive Plan, a compensation-related grant at $0.00 per share, bringing her directly held stake to 15,400 shares.
Pathward Financial, Inc. (CASH) announced a cash dividend for the fourth quarter of its fiscal year 2026. The company will pay a $0.05 per share cash dividend, payable on October 1, 2026 to shareholders of record as of September 10, 2026.
Pathward reported that at June 30, 2026 it had total assets of $7.31 billion and shareholders’ equity of $851.1 million, providing balance-sheet context for the dividend declaration. Pathward operates as a U.S.-based financial holding company, offering payments sponsorship and lending services through its subsidiary Pathward®, N.A.