Every Form 4 that Pathward Financial, Inc. (CASH) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow CASH and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CASH filings page.
PATHWARD FINANCIAL, INC. (symbol: CASH) is the issuer of record for a Form 4 filing submitted to the SEC. Mehta Neeraj reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. (CASH) reported that director Neeraj Mehta received an award of 400 shares of Common Stock on September 4, 2026, at no cash cost as part of equity compensation. Following this grant under the company’s 2023 Omnibus Incentive Plan, Mehta directly holds 4,450 shares of Common Stock.
PATHWARD FINANCIAL, INC. (symbol: CASH) is the issuer of record for a Form 4 filing submitted to the SEC. MCCRAY RONALD D reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. (CASH) reported that director Ronald D. McCray received a grant of 400 shares of Common Stock on September 4, 2026. The award was made pursuant to the company’s 2023 Omnibus Incentive Plan and was granted at $0.00 per share as equity compensation.
Following this award, McCray directly holds 14,557 shares of PATHWARD FINANCIAL, INC. Common Stock.
PATHWARD FINANCIAL, INC. (symbol: CASH) is the issuer of record for a Form 4 filing submitted to the SEC. Hoople Elizabeth G. reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. (CASH) reported that director Elizabeth G. Hoople received an award of 400 shares of Common Stock on September 4, 2026. The shares were granted at $0.00 per share as an equity award under the company’s 2023 Omnibus Incentive Plan and are held directly.
After this award, Hoople directly holds a total of 28,450 shares of PATHWARD FINANCIAL, INC. common stock. No transactions in this filing were reported as made under a Rule 10b5-1 trading plan.
PATHWARD FINANCIAL, INC. (symbol: CASH) is the issuer of record for a Form 4 filing submitted to the SEC. Perretta Christopher reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. (CASH) reported that director Christopher Perretta received an award of 400 shares of common stock on September 4, 2026. The shares were granted at no cash purchase price under the company’s 2023 Omnibus Incentive Plan, bringing his directly held stake to 8,750 shares.
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.
PATHWARD FINANCIAL, INC. (symbol: CASH) is the issuer of record for a Form 4 filing submitted to the SEC. Hajek Douglas J. reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. (CASH) reported that director Douglas J. Hajek received a grant of 400 shares of common stock on September 4, 2026. The award was made pursuant to the company’s 2023 Omnibus Incentive Plan and increased his directly held stake to 12,681 shares.
PATHWARD FINANCIAL, INC. (symbol: CASH) is the issuer of record for a Form 4 filing submitted to the SEC. Stork Kendall E reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. (CASH) director Kendall E. Stork reported an award of 400 shares of Common Stock on September 4, 2026, at a stated price of $0.00 per share, pursuant to the company’s 2023 Omnibus Incentive Plan. The shares are held indirectly through the Kendall Stork Trust, which now holds 12,053 shares, including a transfer of 9,500 shares from Stork’s direct holdings to the trust.
PATHWARD FINANCIAL, INC. (symbol: CASH) is the issuer of record for a Form 4 filing submitted to the SEC. Zlatkus Lizabeth H reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. (CASH) reported that director Lizabeth H. Zlatkus received an award of 400 shares of Common Stock on September 4, 2026 under the company’s 2023 Omnibus Incentive Plan, a compensation-related grant at $0.00 per share, bringing her directly held stake to 15,400 shares.
Ferri Eric Anthony reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. executive Eric Anthony Ferri, EVP and Chief Risk Officer, reported an award of 8,638 shares of common stock in the form of Restricted Stock Units under the 2023 Omnibus Incentive Plan. These RSUs vest in three equal installments on December 7 of 2026, 2027, and 2028.
The RSUs may be settled only in shares of common stock on a one-for-one basis. After this compensation-related grant, Ferri’s reported direct holdings total 8,638 shares, reflecting a routine equity award rather than an open-market purchase.
PATHWARD FINANCIAL, INC. director Elizabeth G. Hoople reported an open-market sale of 4,500 shares of Common Stock. The shares were sold on May 29, 2026 at a weighted average price of $82.29 per share, across multiple trades between $82.24 and $82.32.
Following this sale, Hoople directly holds 28,050 shares of Pathward Financial common stock. The transaction reflects a discretionary sale in the open market, while she retains a meaningful remaining equity stake in the company.
Pathward Financial director Douglas J. Hajek reported an open-market sale of 5,000 shares of Pathward Financial, Inc. common stock. The sale took place on April 29, 2026 at a weighted average price of $86.3689 per share. Following this transaction, Hajek directly holds 12,281 shares of Pathward Financial common stock. The shares were sold in multiple trades at prices ranging from $86.11 to $86.77 per share, according to the filing footnote.
SHULMAN BECKY S reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. director Becky S. Shulman received an award of 1,650 shares of common stock on February 24, 2026 under the company’s 2023 Omnibus Incentive Plan. The award was granted at no cash cost, bringing her directly held stake to 30,099 shares of common stock.
Hajek Douglas J. reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. director Douglas J. Hajek received a grant of 1,650 shares of common stock on 2026-02-24. The shares were awarded at a price of $0.0000 per share under the company’s 2023 Omnibus Incentive Plan. After this award, Hajek directly owns 17,281 common shares.
Pathward Financial, Inc. director Elizabeth G. Hoople acquired 1,650 shares of common stock through a grant valued at $0.00 per share. The award was made under the company’s 2023 Omnibus Incentive Plan. After this grant, she directly holds a total of 32,550 common shares.
PATHWARD FINANCIAL, INC. director Ronald D. McCray reported an equity award of 1,650 shares of common stock. The shares were granted at no cash cost to him as a grant, award, or other acquisition under the company’s 2023 Omnibus Incentive Plan. After this award, his directly held stake is 14,157 shares of common stock.
PATHWARD FINANCIAL, INC. director Christopher Perretta reported an equity award of company stock. He acquired 1,650 shares of common stock on February 24, 2026 at a stated price of $0.00 per share, reflecting a grant rather than an open-market purchase. Following this award, his directly owned position increased to 8,350 common shares. The filing notes that the award was granted pursuant to the company’s 2023 Omnibus Incentive Plan, which is used to provide stock-based compensation to eligible participants.
Stork Kendall E reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. director Kendall E. Stork received a grant of 1,650 shares of common stock on February 24, 2026 under the company’s 2023 Omnibus Incentive Plan. After this award, Stork directly holds 9,500 common shares, with additional indirect holdings reported through the KS Trust.
Zlatkus Lizabeth H reported acquisition or exercise transactions in this Form 4 filing.
PATHWARD FINANCIAL, INC. director Lizabeth H. Zlatkus received a grant of 1,650 shares of common stock on February 24, 2026 under the company’s 2023 Omnibus Incentive Plan. Following this award, her directly held common stock increased to a total of 15,000 shares.
Mehta Neeraj reported acquisition or exercise transactions in this Form 4 filing.
Pathward Financial, Inc. granted director Neeraj Mehta an award of 1,650 shares of Common Stock on February 24, 2026 under the Company’s 2023 Omnibus Incentive Plan. The award carried a price of $0.0000 per share, bringing his directly owned stake to 4,050 shares after the transaction.
Pathward Financial, Inc. Chief Executive Officer Brett L. Pharr reported an open-market sale of 15,641 shares of common stock on February 23, 2026 at a weighted average price of $93.8828 per share, with individual trades ranging from $92.20 to $95.57. After these transactions, he directly holds 78,261 shares and indirectly holds 614 shares through an IRA.
Pathward Financial, Inc. director Kendall E. Stork reported a sale of common stock held indirectly through KS Trust. On February 9, 2026, KS Trust sold 3,000 shares of Pathward common stock at a weighted average price of $94.15 per share. The sale occurred in multiple trades at prices ranging from $93.88 to $94.31. Following this transaction, KS Trust held 2,153 shares indirectly, while Stork also reported 7,850 shares held directly.
Pathward Financial, Inc. director Christopher Perretta reported a sale of company stock. On January 30, 2026, he sold 1,450 shares of Common Stock at a price of $89.94 per share. After this transaction, he beneficially owned 6,700 shares, held in direct ownership.
Pathward Financial, Inc. reported an insider stock transfer by its President, who is an officer of the company. On 12/16/2025, the insider disposed of 650 shares of common stock in a transaction coded "G," which the filing explains was a bona fide gift to a 501(c)(3) charitable organization for no consideration. The reported price per share for this transfer was $0, consistent with a charitable gift.
Following this transaction, the insider beneficially owns 35,316 shares of Pathward Financial common stock. The filing also notes that this balance reflects a prior transfer of 3,000 shares under a court-issued qualified domestic relations order.
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.
Pathward Financial, Inc. reported an insider stock transaction by its director and Chief Executive Officer. On December 5, 2025, 2,192 shares of common stock were surrendered back to the company at $74.36 per share to satisfy tax withholding obligations in connection with the vesting of restricted stock.
Following this tax-related transaction, the insider beneficially owns 93,902 shares of common stock directly and 614 shares indirectly through an IRA, indicating continued meaningful ownership in the company.
Pathward Financial, Inc. (CASH) reported an equity award to its president on a Form 4. On 11/14/2025, the officer received 5,363 shares of common stock as a grant of restricted stock units under the 2023 Omnibus Incentive Plan at a stated price of $0 per share, reflecting a stock-based compensation award rather than an open-market purchase.
The RSUs can be settled only in common shares, with one share per unit, and will vest in three equal installments of 33-1/3% on 12/07/2026, 12/07/2027, and 12/07/2028. Following this grant, the reporting person beneficially owns 39,742 shares of Pathward Financial common stock in direct ownership.
Pathward Financial, Inc. executive reports new equity award. The company’s EVP, Chief Information & Operations Officer reported acquiring 2,992 shares of Pathward common stock on 11/14/2025 at a stated price of $0, increasing beneficial ownership to 31,533 shares held directly. The filing explains this represents an award of restricted stock units under the 2023 Omnibus Incentive Plan, which can be settled only in common stock on a one-for-one basis. These RSUs are scheduled to vest in three equal installments of 33-1/3% on 12/07/2026, 12/07/2027, and 12/07/2028, linking the executive’s compensation more closely to the company’s future stock performance.
Pathward Financial, Inc. (CASH) reported an equity grant to its Chief Financial Officer on a Form 4. On 11/14/2025, the officer received 5,168 shares of common stock as an award of restricted stock units under the 2023 Omnibus Incentive Plan at a price of $0, reflecting a compensatory grant rather than an open-market purchase. Following this grant, the officer beneficially owns 18,513 shares directly. The RSUs will vest in three equal installments of 33-1/3% on 12/07/2026, 12/07/2027, and 12/07/2028, and each RSU will settle into one share of common stock when vested.
Pathward Financial, Inc. (CASH) reported an equity grant to its Chief Legal and Administrative Officer on 11/14/2025. The officer received 2,261 shares of common stock as an award of restricted stock units under the 2023 Omnibus Incentive Plan at a stated price of $0 per share. Following this grant, the officer beneficially owned 11,909 shares of Pathward Financial common stock in direct ownership.
The restricted stock units are structured to vest in three equal installments of 33-1/3% on 12/07/2026, 12/07/2027, and 12/07/2028. Each unit will be settled in one share of common stock upon vesting, aligning part of the officer’s compensation with the company’s long-term stock performance.
Pathward Financial, Inc. reported an insider equity award for a senior vice president and Chief Accounting Officer. On 11/14/2025, the officer acquired 1,934 shares of common stock at a reported price of $0 and separately acquired 750 shares at a reported price of $0, both tied to an equity incentive award. Following these transactions, the officer directly beneficially owns 7,455 common shares and indirectly owns 800 shares through parents. The award is described as Restricted Stock Units under the 2023 Omnibus Incentive Plan, vesting in three installments of 33-1/3% on 12/07/2026, 12/07/2027, and 12/07/2028.
Pathward Financial, Inc. (CASH) reported an insider equity award for its Chief Executive Officer, who also serves as a director. On 11/14/2025, the reporting person acquired 15,916 shares of common stock at a price of $0, reflecting a grant rather than an open-market purchase. Following this transaction, the individual beneficially owns 96,094 shares directly and 614 shares indirectly through an IRA. The award represents Restricted Stock Units issued under the 2023 Omnibus Incentive Plan, which may be settled only in shares of common stock on a one-for-one basis and will vest in three equal installments of 33-1/3% on 12/07/2026, 12/07/2027, and 12/07/2028.
Pathward Financial, Inc. (CASH) reported a new equity award to its Chief People & Culture Officer on a Form 4. On 11/14/2025, the officer acquired 1,510 shares of common stock at a reported price of $0, reflecting a grant rather than an open‑market purchase. Following this transaction, the officer beneficially owns 2,572 shares of Pathward common stock in direct form.
The filing explains that this award represents restricted stock units (RSUs) issued under the company’s 2023 Omnibus Incentive Plan. Each RSU is settled in one share of common stock and will vest in three equal installments of 33‑1/3% on 12/07/2026, 12/07/2027, and 12/07/2028, tying a portion of the executive’s compensation to the company’s future share performance over a multi‑year period.
Pathward Financial, Inc. (CASH) reported an insider equity change on Form 4. A director reported a bona fide gift of 1,000 shares of common stock on 11/14/2025 at a stated price of $0, transferring the shares to the KS Trust. Following this transaction, the reporting person holds 7,850 shares of common stock directly and 5,153 shares indirectly through the KS Trust.
Pathward Financial (CASH) insider transaction: the company’s Chief Legal and Admin Officer reported PSU vesting and related tax withholding on 11/04/2025. The officer acquired 4,545 shares of common stock at $0 upon vesting of performance share units granted on November 2, 2022, which converted one-for-one based on performance over the period from October 1, 2022 to September 30, 2025.
To cover taxes from the vesting, the officer surrendered 1,425 shares to the company at $0. Following these transactions, the officer beneficially owns 9,648 shares directly.
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.
Pathward Financial (CASH) reported an insider equity change by its President. On November 4, 2025, the filer acquired 13,612 common shares at $0 upon vesting of performance share units granted on November 2, 2022, based on performance through September 30, 2025. The filer then surrendered 4,388 shares to cover tax withholding tied to the vesting. Following these transactions, the filer directly owns 34,379 shares.
Pathward Financial (CASH) reported an insider transaction: a director sold 3,000 shares of common stock on 10/31/2025 at a $68.11 weighted average price. The filing notes sales occurred across a price range of $67.95–$68.25. Following the sale, the reporting person beneficially owns 16,631 shares, held directly.
Pathward Financial, Inc. (CASH) reported an insider transaction by its Chief Legal and Admin Officer. On 10/24/2025, the officer sold 5,000 shares of common stock in open-market trades at a weighted average price of $71.46, with individual trades executed between $71.38 and $71.62. Following the sale, the officer directly beneficially owns 6,528 shares.
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.
Pathward Financial, Inc. (CASH) reported an insider transaction by its President on a Form 4. On 10/24/2025, the officer sold 11,500 shares of common stock, coded “S” for an open-market sale, at a weighted average price of $71.55.
The filing notes the sales occurred in multiple trades at prices ranging from $71.20 to $71.77. Following the transaction, the reporting person beneficially owns 25,155 shares, held directly.
Pathward Financial (CASH) reported an insider transaction by its SVP and Chief Accounting Officer. On 10/16/2025, the officer surrendered 248 shares of common stock at $69.76 under code F, which reflects shares withheld to satisfy taxes upon the vesting of restricted stock.
Following the transaction, the reporting person beneficially owned 4,771 shares directly and 800 shares indirectly through parents.
Pathward Financial, Inc. (CASH) disclosed an insider tax-withholding transaction. On 10/16/2025, the company’s Chief Legal and Admin Officer surrendered 1,054 shares of common stock under code F at a price of $69.76 per share to satisfy tax obligations upon restricted stock vesting. Following this transaction, the officer directly holds 11,528 shares.
The filing notes the shares were surrendered to the Company to cover withholding taxes tied to the vesting event.
Pathward Financial (CASH) reported an insider administrative transaction. The company’s EVP, Chief Information & Operations Officer, reported the surrender of 603 shares of common stock on 10/16/2025 at a price of $69.76 under code F, which indicates shares were withheld to cover taxes upon the vesting of restricted stock.
Following this transaction, the reporting person directly owns 25,155 shares. This filing reflects tax withholding related to equity vesting rather than an open‑market purchase or sale.
Pathward Financial, Inc. (CASH) reported an insider equity compensation event. The company’s President filed a Form 4 showing 1,685 shares of common stock were surrendered on 10/16/2025 at $69.76 per share, coded “F,” which indicates shares withheld to satisfy tax obligations upon the vesting of restricted stock. Following the transaction, the reporting person directly beneficially owned 36,655 shares.
The filing notes the shares were given back to the company to cover withholding taxes related to the vesting of restricted stock, a common non‑open‑market administrative transaction.
Pathward Financial, Inc. (CASH) reported insider activity by its Chief Executive Officer on a Form 4. On 10/16/2025, the insider surrendered 4,676 shares of common stock at $69.76 per share under transaction code F, which indicates shares were withheld to satisfy tax obligations upon the vesting of restricted stock.
After the transaction, the insider beneficially owned 65,074 shares directly and 614 shares indirectly via an IRA. This entry reflects tax withholding related to equity vesting rather than an open‑market sale.
Pathward Financial, Inc. (CASH) reported an insider transaction by its Chief Financial Officer on 10/16/2025. The filing shows 1,724 shares of common stock were withheld and surrendered to the company (Transaction Code F) at $69.76 per share to satisfy taxes upon the vesting of restricted stock.
Following the transaction, the officer directly beneficially owns 13,345 shares. This was a non-open-market tax withholding related to equity compensation, not a discretionary sale.