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Stock award boosts Pathward Financial (CASH) director shareholdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Stork Kendall E reported acquisition or exercise transactions in this Form 4 filing.

PATHWARD FINANCIAL, INC. director Kendall E. Stork received a grant of 1,650 shares of common stock on February 24, 2026 under the company’s 2023 Omnibus Incentive Plan. After this award, Stork directly holds 9,500 common shares, with additional indirect holdings reported through the KS Trust.

Positive

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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*
Stork Kendall E

(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)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
02/24/2026
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 02/24/2026 A 1,650(1) A $0 9,500 D
Common Stock 2,153 I KS Trust
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/ Chance Huber, attorney-in-fact 02/25/2026
** 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.

FAQ

What insider transaction did PATHWARD FINANCIAL (CASH) report on this Form 4?

PATHWARD FINANCIAL reported that director Kendall E. Stork received a grant of 1,650 shares of common stock on February 24, 2026. The shares were awarded under the company’s 2023 Omnibus Incentive Plan and are categorized as a grant, award, or other acquisition.

How many PATHWARD FINANCIAL (CASH) shares does Kendall E. Stork hold after the award?

Following the February 24, 2026 stock grant, Kendall E. Stork directly holds 9,500 shares of PATHWARD FINANCIAL common stock. The Form 4 also shows an additional 2,153 shares held indirectly through the KS Trust, reflecting a separate line of indirect ownership.

Was Kendall E. Stork’s PATHWARD FINANCIAL stock grant a market purchase?

No. The Form 4 classifies the 1,650 PATHWARD FINANCIAL shares as a grant or award acquisition at a reported price of $0.0000 per share. The transaction is tied to the company’s 2023 Omnibus Incentive Plan rather than an open-market buy or sale.

What role does the KS Trust play in Kendall E. Stork’s PATHWARD FINANCIAL holdings?

The Form 4 discloses 2,153 shares of PATHWARD FINANCIAL common stock held indirectly through the KS Trust. This line is labeled as indirect ownership, indicating the trust, rather than Stork personally, is the direct holder of those shares for reporting purposes.

Under which plan was Kendall E. Stork’s PATHWARD FINANCIAL stock award granted?

The 1,650-share award to Kendall E. Stork was granted under PATHWARD FINANCIAL’s 2023 Omnibus Incentive Plan. The footnote attached to the transaction explicitly states that the award was made pursuant to this plan, indicating it is part of the company’s formal equity compensation program.
Pathward Financial

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