Pathward grants director 400-share stock award

Director Neeraj Mehta received a stock award under PATHWARD FINANCIAL, INC.’s 2023 Omnibus Incentive Plan, increasing his direct holdings to 4,450 shares.

Rhea-AI Filing Summary

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.

Insider Trade Summary

Grant/Award: 400 shares

Grant/Award 1 txn

Insider Mehta Neeraj

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock F1	400	$0.00	$0.00

Holdings After Transaction: Common Stock — 4,450 shares (Direct)

Footnotes (1)

1. F1. Award pursuant to the Company's 2023 Omnibus Incentive Plan

Key Figures

Shares awarded: 400 shares Award price per share: $0.00 per share Shares held after transaction: 4,450 shares +1 more

4 metrics

Shares awarded 400 shares Common Stock awarded to director Neeraj Mehta on September 4, 2026

Award price per share $0.00 per share Recorded price for the 400-share equity award

Shares held after transaction 4,450 shares Director Neeraj Mehta’s direct Common Stock holdings following the award

Transaction date September 4, 2026 Date of the reported stock award grant

Key Terms

2023 Omnibus Incentive Plan

1 terms

2023 Omnibus Incentive Plan financial

"Award pursuant to the Company's 2023 Omnibus Incentive Plan"

FAQ

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

What insider transaction did PATHWARD FINANCIAL, INC. (CASH) disclose for Neeraj Mehta?

PATHWARD FINANCIAL, INC. disclosed that director Neeraj Mehta received an award of 400 shares of Common Stock on September 4, 2026, as equity compensation under the company’s 2023 Omnibus Incentive Plan.

How many PATHWARD FINANCIAL, INC. (CASH) shares does Neeraj Mehta hold after this transaction?

After the reported award, director Neeraj Mehta directly holds 4,450 shares of PATHWARD FINANCIAL, INC. Common Stock, as stated in the filing’s post-transaction holdings figure.

Was cash paid for the 400-share award reported by PATHWARD FINANCIAL, INC. (CASH)?

No cash was paid for the award. The 400-share grant to director Neeraj Mehta was recorded at a price of $0.00 per share, indicating it was an equity compensation award rather than a purchase in the market.

What plan governed the 400-share stock award at PATHWARD FINANCIAL, INC. (CASH)?

The 400-share award to director Neeraj Mehta was granted pursuant to PATHWARD FINANCIAL, INC.’s 2023 Omnibus Incentive Plan, according to the footnote describing the nature of the grant.

Was the PATHWARD FINANCIAL, INC. (CASH) insider award made under a Rule 10b5-1 trading plan?

The filing indicates that the transaction was not reported as made under a Rule 10b5-1 trading plan, based on the document-level plan status disclosure.

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

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Available on EDGAR 09/08/2026 - 04:25 PM EDT Accepted by SEC EDGAR 09/08/2026 - 04:25 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED 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^*

Mehta Neeraj

(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)

X	Director		10% 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)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	09/04/2026		A		400(1)	A	$0	4,450	D

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Award pursuant to the Company's 2023 Omnibus Incentive Plan

Remarks:

	/s/ Evan Mortenson, attorney-in-fact	09/08/2026
	** Signature of Reporting Person	Date
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)