Pathward Financial's Ingram receives 4,599 shares

The award was tied to company performance during the three-fiscal-year period from October 1, 2023, through September 30, 2026.

Available on EDGAR 11/05/2026 - 04:17 PM EST Accepted by SEC EDGAR 11/05/2026 - 04:17 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

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.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Ingram Charles C.

Role EVP, Chief Info & Ops Officer

Type	Security	Shares	Price	Value
Grant/Award	Common Stock F1	4,599	$0.00	$0.00
Tax Withholding	Common Stock F2	1,902	$0.00	$0.00

Holdings After Transaction: Common Stock — 33,532 shares (Direct)

Holdings Before and After: Common Stock, 30,835 to 33,532 shares (Direct)

Footnotes (2)

1. F1. Represents common stock received upon vesting on November 3, 2026 of performance share units ("PSUs") granted on March 1, 2024. Each PSU converted into one share of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning October 1, 2023 and ending September 30, 2026 as determined by the Compensation Committee.
2. F2. Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of PSUs

Key Figures

Common shares received: 4,599 shares Common shares surrendered: 1,902 shares PSU conversion: 1 common share per PSU +1 more

4 metrics

Common shares received 4,599 shares Received upon vesting on November 3, 2026

Common shares surrendered 1,902 shares Surrendered to satisfy tax withholding obligations in connection with vesting

PSU conversion 1 common share per PSU Upon vesting

Performance period Three fiscal years October 1, 2023, through September 30, 2026

Key Terms

performance share units, vesting, tax withholding obligations

3 terms

performance share units financial

"vesting on November 3, 2026 of performance share units"

Performance share units are a type of company stock award given to employees that depend on the company meeting specific goals or targets. If these goals are achieved, the employee receives shares or the value of shares; if not, they may receive little or no compensation. This aligns employees’ interests with the company's success and encourages performance that benefits investors.

vesting financial

"common stock received upon vesting"

Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.

tax withholding obligations financial

"surrendered to the Company to satisfy tax withholding obligations"

FAQ

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

How many shares did Charles C. Ingram receive in Pathward Financial (CASH)?

Charles C. Ingram received 4,599 common shares on November 3, 2026, when performance share units vested.

How many shares were withheld for taxes in Pathward Financial (CASH)?

1,902 common shares were surrendered to Pathward Financial, Inc. to satisfy tax withholding obligations in connection with the vesting.

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

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

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^*

Ingram Charles C.

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, Chief Info & Ops Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
11/03/2026

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	11/03/2026		A		4,599(1)	A	$0	35,434	D
Common Stock	11/03/2026		F		1,902(2)	D	$0	33,532	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. Represents common stock received upon vesting on November 3, 2026 of performance share units ("PSUs") granted on March 1, 2024. Each PSU converted into one share of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning October 1, 2023 and ending September 30, 2026 as determined by the Compensation Committee.

2. Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of PSUs

Remarks:

	/s/ Evan Mortenson, attorney-in-fact	11/05/2026
	** 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)