Pathward Financial, Inc. (CASH) reports insider tax-share surrender of shares

Rhea-AI Filing Summary

Pathward Financial, Inc. reported that its senior vice president and chief accounting officer surrendered 221 shares of common stock on 12/05/2025 at $74.36 per share to the company to satisfy tax withholding obligations triggered by the vesting of restricted stock.

After this non-open-market transaction, the officer beneficially owns 7,234 shares directly and 800 shares indirectly through parents.

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

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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^*

Warren Jennifer W.

(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)
	SVP, Chief Accounting Officer

3. Date of Earliest Transaction (Month/Day/Year)
12/05/2025

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	12/05/2025		F		221(1)	D	$74.36	7,234	D
Common Stock								800	I	Parents

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	12/09/2025
	** 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 insider transaction did Pathward Financial, Inc. (CASH) report?

The company reported that its senior vice president and chief accounting officer surrendered 221 shares of common stock on 12/05/2025 at $74.36 per share.

Why were the 221 Pathward Financial (CASH) shares surrendered?

The 221 shares of common stock were surrendered to the company to satisfy tax withholding obligations in connection with the vesting of restricted stock.

How many Pathward Financial (CASH) shares does the officer own after the transaction?

Following the reported transaction, the officer beneficially owns 7,234 shares directly and 800 shares indirectly through parents.

What is the reporting person’s role at Pathward Financial, Inc. (CASH)?

The reporting person serves as an officer, holding the title of SVP, Chief Accounting Officer at Pathward Financial, Inc.

Is the Pathward Financial (CASH) transaction an open-market sale?

No. The filing explains that the shares were surrendered to the company to cover tax withholding on restricted stock vesting, rather than sold in an open-market trade.

How is indirect ownership reported in this Pathward Financial (CASH) filing?

The form shows 800 shares of common stock reported as indirectly owned, with the nature of ownership listed as Parents.

Is this Pathward Financial (CASH) filing made by a single reporting person?

Yes. The document indicates that it is a Form filed by One Reporting Person, not a joint or group filing.