Pathward (CASH) EVP reports PSU vesting: 4,598 shares; now 28,541

Pathward Financial (CASH) executive reports equity award vesting.

Accepted by SEC EDGAR 11/06/2025 - 05:24 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Pathward Financial (CASH) executive reports equity award vesting. On 11/04/2025, the EVP, Chief Info & Ops Officer acquired 4,598 shares of common stock at $0 upon vesting of performance share units. The filing also reports 1,212 shares surrendered to the company to satisfy tax withholding. Following these transactions, the executive directly holds 28,541 shares.

Insights

Equity compensation analyst

Routine PSU vesting with tax withholding; neutral signal.

The executive received 4,598 common shares at $0 from performance share units that vested based on three-year performance metrics determined by the Compensation Committee. A separate entry shows 1,212 shares surrendered to cover taxes related to the vesting.

After these transactions, direct holdings stand at 28,541 shares. This reflects standard equity compensation mechanics rather than an open-market purchase or sale.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Ingram Charles C.

Role EVP, Chief Info & Ops Officer

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	4,598	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	1,212	$0.00	$0.00

Holdings After Transaction: Common Stock — 28,541 shares (Direct)

Holdings Before and After: Common Stock, 25,155 to 28,541 shares (Direct)

Footnotes (2)

1. F1. Represents common stock received upon vesting on November 4, 2025 of performance share units ("PSUs") granted on November 2, 2022. Each PSU converted into one share of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning October 1, 2022 and ending September 30, 2025 as determined by the Compensation Committee.
2. F2. Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of PSUs.

FAQ

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

What did Pathward (CASH)'s executive report on Form 4?

The EVP, Chief Info & Ops Officer reported PSU vesting resulting in 4,598 shares acquired at $0 and 1,212 shares surrendered for taxes.

When did the Pathward (CASH) transactions occur?

The transactions were dated 11/04/2025.

How many Pathward (CASH) shares does the executive now hold?

Following the transactions, direct holdings are 28,541 shares.

What do the transaction codes A and F indicate on the Form 4?

A indicates shares acquired from an award vesting; F indicates shares withheld/surrendered to satisfy tax obligations.

What triggered the share issuance for Pathward (CASH)?

Vesting of performance share units granted on 11/02/2022, based on performance for the period 10/01/2022–09/30/2025.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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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^*

Ingram Charles C.

(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)
	EVP, Chief Info & Ops Officer

3. Date of Earliest Transaction (Month/Day/Year)
11/04/2025

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	11/04/2025		A		4,598(1)	A	$0	29,753	D
Common Stock	11/04/2025		F		1,212(2)	D	$0	28,541	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. Represents common stock received upon vesting on November 4, 2025 of performance share units ("PSUs") granted on November 2, 2022. Each PSU converted into one share of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning October 1, 2022 and ending September 30, 2025 as determined by the Compensation Committee.

2. Reflects shares of common stock surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of PSUs.

Remarks:

	/s/ Chance Huber, attorney-in-fact	11/06/2025
	** 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.