Pathward Financial director awarded 400 shares

Director Becky S. Shulman received a 400‑share equity award under PATHWARD FINANCIAL’s 2023 Omnibus Incentive Plan, bringing her direct holdings to 30,499 shares.

Available on EDGAR 09/08/2026 - 04:25 PM EDT Accepted by SEC EDGAR 09/08/2026 - 04:24 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

PATHWARD FINANCIAL, INC. (symbol: CASH) is the issuer of record for a Form 4 filing submitted to the SEC. SHULMAN BECKY S reported acquisition or exercise transactions in this Form 4 filing.

PATHWARD FINANCIAL, INC. (CASH) reported that director Becky S. Shulman received an award of 400 shares of common stock on September 4, 2026. The award was granted at $0.00 per share pursuant to the company's 2023 Omnibus Incentive Plan and increased her directly held stake to 30,499 shares.

Insider Trade Summary

Grant/Award: 400 shares

Grant/Award 1 txn

Insider SHULMAN BECKY S

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock F1	400	$0.00	$0.00

Holdings After Transaction: Common Stock — 30,499 shares (Direct)

Holdings Before and After: Common Stock, 30,099 to 30,499 shares (Direct)

Footnotes (1)

1. F1. Award pursuant to the Company's 2023 Omnibus Incentive Plan

Key Figures

Shares granted: 400 shares Grant price per share: $0.00 per share Shares held after transaction: 30,499 shares

3 metrics

Shares granted 400 shares Equity award to director Becky S. Shulman on September 4, 2026

Grant price per share $0.00 per share Reported transaction price for the 400-share award

Shares held after transaction 30,499 shares Director Becky S. Shulman’s direct holdings following the award

Key Terms

Omnibus Incentive Plan, grant/award acquisition, Form 4

3 terms

Omnibus Incentive Plan financial

"Award pursuant to the Company's 2023 Omnibus Incentive Plan"

An omnibus incentive plan is a single, flexible program a company uses to give employees and executives different types of pay tied to performance — for example stock options, restricted shares, cash bonuses and other awards — all governed by one set of rules. It matters to investors because it determines how many new shares may be created, how leaders are motivated and how much the company will spend on compensation over time; think of it as a master toolbox that affects both costs and the total share supply.

grant/award acquisition financial

"The transaction is described as a grant/award acquisition of shares"

Form 4 regulatory

"The transaction was reported on Form 4 for PATHWARD FINANCIAL, INC."

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

FAQ

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

What transaction did PATHWARD FINANCIAL (CASH) disclose for Becky S. Shulman?

The company disclosed that director Becky S. Shulman received an award of 400 shares of PATHWARD FINANCIAL common stock on September 4, 2026 as a grant or award acquisition.

Was the PATHWARD FINANCIAL (CASH) share award to Becky S. Shulman a purchase or a grant?

It was a grant/award acquisition, not a market purchase. The Form 4 identifies the transaction as a grant or award of 400 shares of common stock with a reported price of $0.00 per share.

What plan governed the 400-share award reported by PATHWARD FINANCIAL (CASH)?

The 400-share award to director Becky S. Shulman was made pursuant to PATHWARD FINANCIAL’s 2023 Omnibus Incentive Plan, as stated in the transaction footnote.

How many PATHWARD FINANCIAL (CASH) shares does Becky S. Shulman hold after this award?

After the 400-share award, Becky S. Shulman directly holds 30,499 shares of PATHWARD FINANCIAL common stock, according to the Form 4 disclosure.

Was the PATHWARD FINANCIAL (CASH) award to Becky S. Shulman made under a Rule 10b5-1 trading plan?

No. The Form 4 indicates the Rule 10b5-1 checkbox is unchecked, and no footnote states that the 400-share grant was made pursuant to a Rule 10b5-1 trading plan.

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^*

SHULMAN BECKY S

(Last) (First) (Middle)

C/O PATHWARD FINANCIAL, INC.

5501 S BROADBAND LANE

(Street)

SIOUX FALLS SOUTH DAKOTA 57108

(City) (State) (Zip)

UNITED STATES

(Country)

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)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/04/2026

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

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

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

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	09/04/2026		A		400(1)	A	$0	30,499	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. Award pursuant to the Company's 2023 Omnibus Incentive Plan

Remarks:

	/s/ Evan Mortenson, attorney-in-fact	09/08/2026
	** 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.
* Form 4: SEC 1474 (03-26)