Pathward (CASH) President surrenders 1,685 shares for taxes

Pathward Financial, Inc. (CASH) reported an insider equity compensation event.

Accepted by SEC EDGAR 10/17/2025 - 04:04 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Pathward Financial, Inc. (CASH) reported an insider equity compensation event. The company’s President filed a Form 4 showing 1,685 shares of common stock were surrendered on 10/16/2025 at $69.76 per share, coded “F,” which indicates shares withheld to satisfy tax obligations upon the vesting of restricted stock. Following the transaction, the reporting person directly beneficially owned 36,655 shares.

The filing notes the shares were given back to the company to cover withholding taxes related to the vesting of restricted stock, a common non‑open‑market administrative transaction.

Insights

Equity compensation analyst

Administrative tax-withholding share surrender; no open-market sale.

The Form 4 details a code “F” transaction where 1,685 shares were surrendered to cover taxes upon restricted stock vesting. The noted price was $69.76 on 10/16/2025, consistent with standard equity award settlement mechanics.

This action does not reflect discretionary selling; it’s a withholding to satisfy taxes. After the transaction, directly beneficially owned shares were reported as 36,655. Actual market impact typically depends on award schedules and future filings.

Insider Trade Summary

Exercise Price or Tax Liability: 1,685 shares

Exercise Price or Tax Liability 1 txn

Insider Sharett Anthony M.

Role President

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	1,685	$69.76	$118K

Holdings After Transaction: Common Stock — 36,655 shares (Direct)

Holdings Before and After: Common Stock, 38,340 to 36,655 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.

FAQ

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

What did Pathward (CASH) disclose in this Form 4?

An officer surrendered 1,685 shares to cover tax withholding upon restricted stock vesting on 10/16/2025 at $69.76.

Was this an open-market sale by the Pathward (CASH) insider?

No. The transaction code was F, indicating shares were withheld/surrendered for tax obligations tied to vesting.

How many shares does the reporting person own after the transaction?

The Form 4 reports 36,655 shares beneficially owned directly following the transaction.

What is the role of the reporting person at Pathward (CASH)?

The reporting person is an Officer, serving as President.

Why were shares surrendered in this filing?

The filing explains they were surrendered to the company to satisfy tax withholding upon restricted stock vesting.

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

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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^*

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)
10/16/2025

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	10/16/2025		F		1,685(1)	D	$69.76	36,655	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. Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

Remarks:

	/s/ Chance Huber, attorney-in-fact	10/17/2025
	** 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.