Pathward (CASH) CEO gifts 5,952 shares; 59,122 direct remain

Pathward Financial (CASH) reported an insider transaction by its Chief Executive Officer and director.

Accepted by SEC EDGAR 10/29/2025 - 04:11 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Pathward Financial (CASH) reported an insider transaction by its Chief Executive Officer and director. On 10/27/2025, the reporting person made a bona fide charitable gift of 5,952 shares of common stock, coded “G,” for $0 per the footnote.

Following the transaction, the filer reported 59,122 shares held directly and 614 shares held indirectly in an IRA. No derivative securities were reported.

Insider Trade Summary

5,952 shares gifted

Gift 1 txn

Insider Pharr Brett L.

Role Chief Executive Officer

Type	Security	Shares	Price	Value
Gift	Common Stock	5,952	$0.00	$0.00
Holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 59,122 shares (Direct); Common Stock — 614 shares (Indirect, IRA)

Holdings Before and After: Common Stock, 65,074 to 59,122 shares (Direct)

Footnotes (1)

1. F1. Bona fide gift by the Reporting Person to a 501(c)(3) charitable organization for no consideration.

FAQ

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

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

An insider reported a bona fide charitable gift of 5,952 shares of common stock on 10/27/2025.

What transaction code was used and what does it mean?

The filing used code G, which denotes a bona fide gift.

Was any consideration received for the shares?

No. The footnote states the gift was to a 501(c)(3) charitable organization for no consideration.

How many shares does the filer hold after the transaction?

Reported holdings are 59,122 shares directly and 614 shares indirectly via an IRA.

Were any derivative securities included?

No derivative securities were reported in this filing.

What is the issuer’s name and ticker?

The issuer is Pathward Financial, Inc., ticker CASH.

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^*

Pharr Brett L.

(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
X	Officer (give title below)		Other (specify below)
	Chief Executive Officer

3. Date of Earliest Transaction (Month/Day/Year)
10/27/2025

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	10/27/2025		G		5,952	D	$0(1)	59,122	D
Common Stock								614	I	IRA

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.

Remarks:

	/s/ Chance Huber, attorney-in-fact	10/29/2025
	** 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.