Pathward Financial (CASH) President reports 650-share charitable stock gift

Rhea-AI Filing Summary

Pathward Financial, Inc. reported an insider stock transfer by its President, who is an officer of the company. On 12/16/2025, the insider disposed of 650 shares of common stock in a transaction coded "G," which the filing explains was a bona fide gift to a 501(c)(3) charitable organization for no consideration. The reported price per share for this transfer was $0, consistent with a charitable gift.

Following this transaction, the insider beneficially owns 35,316 shares of Pathward Financial common stock. The filing also notes that this balance reflects a prior transfer of 3,000 shares under a court-issued qualified domestic relations order.

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

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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^*

Sharett Anthony M.

(Last) (First) (Middle)

C/O PATHWARD FINANCIAL, INC.

5501 S BROADBAND LANE

(Street)

SIOUX FALLS SD 57108

(City) (State) (Zip)

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)
	President

3. Date of Earliest Transaction (Month/Day/Year)
12/16/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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	12/16/2025		G(1)		650	D	$0	35,316(2)	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. Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration.

2. Reflects the transfer of 3,000 shares pursuant to a court-issued qualified domestic relations order.

Remarks:

	/s/ Chance Huber, attorney-in-fact	12/16/2025
	** 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.

FAQ

What insider transaction did Pathward Financial (CASH) report in this Form 4?

The filing reports that the President of Pathward Financial, Inc. disposed of 650 shares of common stock on 12/16/2025 in a transaction coded "G," which is described as a bona fide gift to a 501(c)(3) charitable organization for no consideration.

How many Pathward Financial (CASH) shares does the insider own after this transaction?

After the reported gift of 650 shares, the insider beneficially owns 35,316 shares of Pathward Financial, Inc. common stock.

What does the "G" transaction code mean in this Pathward Financial Form 4?

In this filing, the "G" transaction code is explained in the footnotes as a bona fide gift by the reporting person of common stock to a 501(c)(3) charitable organization for no consideration.

Was the Pathward Financial (CASH) insider transaction a sale for cash?

No. The filing specifies that the 650-share disposition was a gift to a 501(c)(3) charitable organization for no consideration, and the price per share is shown as $0.

What is the insider’s role at Pathward Financial (CASH)?

The reporting person is identified as an officer of Pathward Financial, Inc., with the title of President.

What is the significance of the 3,000-share transfer mentioned in the Pathward Financial Form 4?

The explanation section notes that the reported holdings reflect the transfer of 3,000 shares pursuant to a court-issued qualified domestic relations order, which affected the insider’s beneficial ownership count.