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Pathward director granted 400 shares of stock

A PATHWARD FINANCIAL director received a 400-share equity award under the 2023 Omnibus Incentive Plan, increasing her direct holdings to 15,400 shares.

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

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.

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Insider Zlatkus Lizabeth H
Role Director
Type Security Shares Price Value
Grant/Award Common Stock F1 400 $0.00 $0.00
Holdings After Transaction: Common Stock — 15,400 shares (Direct)
Footnotes (1)
  1. F1. Award pursuant to the Company's 2023 Omnibus Incentive Plan
Shares granted 400 shares of Common Stock Equity award to director on September 4, 2026
Price per share $0.00 per share Reported grant price for the 400-share award
Shares held after transaction 15,400 shares Director’s direct holdings following the September 4, 2026 award
Omnibus Incentive Plan financial
"Award pursuant to the Company's 2023 Omnibus Incentive Plan"
An omnibus incentive plan is a single, flexible program a company uses to give employees and executives different types of pay tied to performance — for example stock options, restricted shares, cash bonuses and other awards — all governed by one set of rules. It matters to investors because it determines how many new shares may be created, how leaders are motivated and how much the company will spend on compensation over time; think of it as a master toolbox that affects both costs and the total share supply.
equity award financial
"reported that the director received an equity award of 400 shares"
An equity award is a form of pay where a company gives employees, executives or other stakeholders the right to own or buy company shares—either immediately or after meeting certain conditions. Think of it like receiving slices of the company pie now or coupons to claim slices later; it matters to investors because it affects ownership dilution, executive incentives and reported compensation costs, and signals how management is being rewarded and retained.
direct holdings financial
"bringing her directly held stake to 15,400 shares"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did PATHWARD FINANCIAL (CASH) report for Lizabeth H. Zlatkus?

PATHWARD FINANCIAL reported that director Lizabeth H. Zlatkus received an award of 400 shares of Common Stock on September 4, 2026 as a compensation-related grant under the 2023 Omnibus Incentive Plan.

How many PATHWARD FINANCIAL (CASH) shares does Lizabeth H. Zlatkus hold after this grant?

After the September 4, 2026 award, director Lizabeth H. Zlatkus directly holds 15,400 shares of PATHWARD FINANCIAL Common Stock as reported in the filing.

Was the PATHWARD FINANCIAL (CASH) share award to Lizabeth H. Zlatkus a market purchase?

No. The 400-share transaction was a grant or award of Common Stock at a reported price of $0.00 per share, made as part of PATHWARD FINANCIAL’s 2023 Omnibus Incentive Plan, not an open-market purchase.

Is the September 4, 2026 PATHWARD FINANCIAL (CASH) award under a specific plan?

Yes. The 400-share award to director Lizabeth H. Zlatkus is described as an “Award pursuant to the Company’s 2023 Omnibus Incentive Plan,” indicating it is equity compensation under that plan.

Was a Rule 10b5-1 trading plan involved in this PATHWARD FINANCIAL (CASH) Form 4?

No. The Form 4 indicates no Rule 10b5-1 trading plan affirmation for the reported September 4, 2026 equity award to director Lizabeth H. Zlatkus.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Zlatkus Lizabeth H

(Last)(First)(Middle)
C/O PATHWARD FINANCIAL, INC.
5501 S BROADBAND LANE

(Street)
SIOUX FALLS SOUTH DAKOTA 57108

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
PATHWARD FINANCIAL, INC. [ CASH ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/04/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock09/04/2026A400(1)A$015,400D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Award pursuant to the Company's 2023 Omnibus Incentive Plan
Remarks:
/s/ Evan Mortenson, attorney-in-fact09/08/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

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