Welcome to our dedicated page for Pathward Financial SEC filings (Ticker: CASH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Pathward Financial, Inc. (Nasdaq: CASH) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a financial services company and bank holding company, Pathward uses SEC reports to present details on its operations, financial condition, risk management and capital allocation.
Investors can review current reports on Form 8-K, where Pathward announces material events such as quarterly and annual earnings results, dividend declarations, preliminary financial updates and notices related to Nasdaq listing compliance. Recent 8-K filings have covered topics including results of operations, other events such as cash dividend declarations and the company’s response to Nasdaq notices regarding delayed Form 10-Q filings.
Filings also document financial reporting and control matters. For example, Pathward has filed an 8-K describing non-reliance on previously issued financial statements and the need to restate certain periods due to errors in gross versus net presentation and derivative accounting for specific third-party lending and servicing relationships within its consumer-focused business. A Form 12b-25 (NT 10-Q) explains delays in filing a quarterly report while restatements and related amendments are completed.
Through its periodic reports on Forms 10-K and 10-Q (accessed via EDGAR), readers can examine segment information for Consumer, Commercial and Corporate Services, loan and lease portfolio data, net interest margin, noninterest income and expense details, allowance for credit losses and discussions of internal control over financial reporting. Stock Titan’s interface surfaces these filings with AI-powered summaries that highlight key points, helping users interpret complex disclosures such as restatements, portfolio composition changes and risk factors more efficiently.
Users interested in Pathward Financial’s regulatory history, accounting changes, dividend actions and listing compliance updates can use this page to monitor new filings as they appear in the SEC’s system.
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.
Filer submitted a Form 144 proposing the sale of common stock through Fidelity Brokerage Services LLC on Nasdaq. The filing lists a proposed sale quantity of 15,641 shares and references 1,468,846.00 and 21,763,685 in the cover data with an entry date of 02/20/2026.
The filing also identifies stock awards dated 10/24/2025 ( 12,669 shares) and 02/27/2024 ( 2,972 shares ) tied to issuer compensation.
Pathward Financial, Inc. received a Schedule 13G reporting that American Century Investment Management, Inc., American Century Companies, Inc., and the Stowers Institute for Medical Research collectively have beneficial ownership of 1,188,365 shares of common stock, representing 5.3% of the class as of the event date.
The group reports sole voting power over 1,173,637 shares and sole dispositive power over 1,188,365 shares, with no shared voting or dispositive power. The securities are held in the ordinary course of business and are not held to change or influence control of Pathward Financial.
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.
A holder of CASH common stock has filed notice of intent to sell 3,000 shares through Charles Schwab & Co. on or about 02/09/2026 on the NASDAQ exchange, at an aggregate market value of $282,210.00 based on the filing data.
The 3,000 shares were originally acquired from the issuer as equity compensation in three grants dated 02/26/2020, 02/23/2021, and 03/01/2024, totaling 400, 700, and 1,900 shares respectively. The filing notes that 21,763,685 shares of common stock were outstanding at the time referenced.
State Street Corporation has filed a Schedule 13G reporting beneficial ownership of 1,294,836 shares of Pathward Financial Inc. common stock, representing 5.8% of the class as of 12/31/2025.
State Street reports no sole voting or dispositive power, with shared voting power over 159,267 shares and shared dispositive power over 1,294,836 shares. The securities are stated to be held in the ordinary course of business and not for the purpose of changing or influencing control of Pathward Financial.
Pathward Financial, Inc. reported stronger quarterly results for the three months ended December 31, 2025. Net income attributable to the parent rose to $35.2 million from $30.0 million a year earlier, and diluted EPS increased to $1.57 from $1.23.
Total assets reached $7.56 billion, with loans and leases growing to $4.98 billion and deposits to $6.35 billion. Net interest income was $119.3 million, down modestly from $125.3 million, but credit costs improved sharply as the provision for credit losses fell to $3.2 million from $18.7 million. The company returned capital through cash dividends of $0.05 per share and repurchased 651,804 shares for about $50.9 million.
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.
The Vanguard Group reports beneficial ownership of 1,517,110 shares of Pathward Financial Inc. common stock, representing 6.79% of the outstanding class. Vanguard has shared voting power over 178,894 shares and shared dispositive power over all 1,517,110 shares, with no sole voting or dispositive authority.
The filing notes an internal realignment effective January 12, 2026, after which certain Vanguard subsidiaries or business divisions are expected to report ownership separately. Vanguard states the shares are held in the ordinary course of business, not to change or influence control, and that its clients have rights to dividends and sale proceeds, with no other person holding more than 5%.
Pathward Financial, Inc. furnished an earnings update and investor materials related to its first quarter of fiscal 2026. The company issued a press release announcing its results of operations and financial condition as of and for the three months ended December 31, 2025, and attached it as Exhibit 99.1. It also furnished a Quarterly Investor Update slide presentation, dated January 22, 2026, as Exhibit 99.2 for use in its conference call and earnings webcast, with the same materials available in the Investor Relations section of its website. The company specifies that the information in these exhibits is being furnished, not filed, under the Exchange Act and Securities Act.