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[Form 4] PATHWARD FINANCIAL, INC. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

Pathward Financial (CASH)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.

Pathward Financial (CASH)) ha riportato una transazione interna da parte del suo Amministratore Delegato e membro del consiglio. Il 27/10/2025, la persona che segnala ha effettuato un regalo di beneficenza di 5.952 azioni di azioni ordinarie, codificato “G,” per $0 secondo la nota a piè di pagina.

Dopo la transazione, il dichiarante ha riportato 59.122 azioni detenute direttamente e 614 azioni detenute indirettamente in un IRA. Non sono stati riportati strumenti derivati.

Pathward Financial (CASH)) reportó una transacción interna por parte de su Director Ejecutivo y miembro de la junta. El 27/10/2025, la persona informante hizo un regalo caritativo de 5,952 acciones de acciones comunes, codificado como “G,” a $0 según la nota al pie.

Después de la transacción, el presentante reportó 59,122 acciones en propiedad directa y 614 acciones en propiedad indirecta en una IRA. No se reportaron valores derivados.

Pathward Financial (CASH)) CEO 겸 이사가 insider 거래를 보고했다. 2025년 10월 27일, 보고자는 5,952주의 보통주를 자선 선물로 실제로 기부했으며, 주석에 따라 $0로 표시되었다.

거래 이후 제출자는 59,122주를 직접 보유하고 있으며 614주를 IRA에서 간접 보유하고 있다고 보고했다. 파생증권은 보고되지 않았다.

Pathward Financial (CASH)) a rapporté une transaction interne impliquant son directeur général et administrateur. Le 27/10/2025, la personne déclarant a effectué un don de bienfaisance de 5 952 actions ordinaires, codé « G, » pour 0 $ selon la note de bas de page.

Suite à la transaction, le déclarant a indiqué 59 122 actions détenues directement et 614 actions détenues indirectement dans un IRA. Aucun titre dérivé n'a été déclaré.

Pathward Financial (CASH)) meldete eine Insidertransaktion durch seinen Geschäftsführer und Direktor. Am 27.10.2025 tätigte die meldende Person eine echte wohltätige Spende von 5.952 Aktien Stammaktien, kodiert als “G,” für 0 $ gemäß der Fußnote.

Nach der Transaktion meldete der Anmelder 59.122 Aktien direkt gehalten und 614 Aktien indirekt in einem IRA. Es wurden keine Derivate gemeldet.

Pathward Financial (CASH)) أبلغ عن معاملة داخلية من قبل الرئيس التنفيذي والمدير. في 27/10/2025، قام الشخص المبلغ بمساعدة خيرية حقيقية من 5,952 سهماً من أسهم عادية، مُشفرة كـ“G”، بسعر $0 وفقاً للحاشية.

بعد المعاملة، أبلغ المقدم بوجود 59,122 سهماً مملوكة بشكل مباشر و 614 سهماً مملوكة بشكل غير مباشر في IRA. لم يتم الإبلاغ عن أي أدوات مشتقة.

Positive
  • None.
Negative
  • None.

Pathward Financial (CASH)) ha riportato una transazione interna da parte del suo Amministratore Delegato e membro del consiglio. Il 27/10/2025, la persona che segnala ha effettuato un regalo di beneficenza di 5.952 azioni di azioni ordinarie, codificato “G,” per $0 secondo la nota a piè di pagina.

Dopo la transazione, il dichiarante ha riportato 59.122 azioni detenute direttamente e 614 azioni detenute indirettamente in un IRA. Non sono stati riportati strumenti derivati.

Pathward Financial (CASH)) reportó una transacción interna por parte de su Director Ejecutivo y miembro de la junta. El 27/10/2025, la persona informante hizo un regalo caritativo de 5,952 acciones de acciones comunes, codificado como “G,” a $0 según la nota al pie.

Después de la transacción, el presentante reportó 59,122 acciones en propiedad directa y 614 acciones en propiedad indirecta en una IRA. No se reportaron valores derivados.

Pathward Financial (CASH)) CEO 겸 이사가 insider 거래를 보고했다. 2025년 10월 27일, 보고자는 5,952주의 보통주를 자선 선물로 실제로 기부했으며, 주석에 따라 $0로 표시되었다.

거래 이후 제출자는 59,122주를 직접 보유하고 있으며 614주를 IRA에서 간접 보유하고 있다고 보고했다. 파생증권은 보고되지 않았다.

Pathward Financial (CASH)) a rapporté une transaction interne impliquant son directeur général et administrateur. Le 27/10/2025, la personne déclarant a effectué un don de bienfaisance de 5 952 actions ordinaires, codé « G, » pour 0 $ selon la note de bas de page.

Suite à la transaction, le déclarant a indiqué 59 122 actions détenues directement et 614 actions détenues indirectement dans un IRA. Aucun titre dérivé n'a été déclaré.

Pathward Financial (CASH)) meldete eine Insidertransaktion durch seinen Geschäftsführer und Direktor. Am 27.10.2025 tätigte die meldende Person eine echte wohltätige Spende von 5.952 Aktien Stammaktien, kodiert als “G,” für 0 $ gemäß der Fußnote.

Nach der Transaktion meldete der Anmelder 59.122 Aktien direkt gehalten und 614 Aktien indirekt in einem IRA. Es wurden keine Derivate gemeldet.

Pathward Financial (CASH)) أبلغ عن معاملة داخلية من قبل الرئيس التنفيذي والمدير. في 27/10/2025، قام الشخص المبلغ بمساعدة خيرية حقيقية من 5,952 سهماً من أسهم عادية، مُشفرة كـ“G”، بسعر $0 وفقاً للحاشية.

بعد المعاملة، أبلغ المقدم بوجود 59,122 سهماً مملوكة بشكل مباشر و 614 سهماً مملوكة بشكل غير مباشر في IRA. لم يتم الإبلاغ عن أي أدوات مشتقة.

Pathward Financial (CASH)) 其首席执行官兼董事披露了一项内部交易。于 2025-10-27,报告人进行了一个真正的慈善赠与,5,952 股普通股,代码为“G”,金额为 $0,按脚注所示。

交易后,申报人直接持有 59,122 股,通过 IRA 间接持有 614 股。未报道任何衍生证券。

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.

FAQ

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.
Pathward Financial

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1.58B
22.46M
1.46%
94.92%
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SIOUX FALLS