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Pathward Financial CFO surrenders 2,447 shares for taxes

No Rule 10b5-1 plan is reported for Greg Sigrist's tax-withholding transaction.

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Form Type
4

Rhea-AI Filing Summary

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.

Insider Sigrist Greg
Role Chief Financial Officer
Type Security Shares Price Value
Tax Withholding Common Stock F1 2,447 $72.93 $178K
Holdings After Transaction: Common Stock — 15,329 shares (Direct)
Footnotes (1)
  1. F1. Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.
Shares surrendered 2,447 shares Surrendered for tax withholding on October 16, 2026.
Reported price per share $72.93 per share Tax-withholding transaction on October 16, 2026.
Direct shares held after transaction 15,329 shares Greg Sigrist's reported position after the transaction.
tax withholding obligations financial
"to satisfy tax withholding obligations"
vesting of restricted stock financial
"in connection with the vesting of restricted stock"

FAQ

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How many Pathward (CASH) shares did Greg Sigrist surrender for tax withholding?

Greg Sigrist surrendered 2,447 shares of common stock on October 16, 2026, to satisfy tax-withholding obligations tied to the vesting of restricted stock; the reported price was $72.93 per share, and he directly held 15,329 shares afterward.

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

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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*
Sigrist Greg

(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)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Financial Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
10/16/2026
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 Stock10/16/2026F2,447(1)D$72.9315,329D
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. Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.
Remarks:
/s/ Evan Mortenson, attorney-in-fact10/20/2026
** 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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