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.
Tracking how Pathward Financial, Inc. (ticker CASH) juggles consumer refund advance loans, Banking-as-a-Service deposits and commercial insurance premium finance can feel like piecing together a 300-page puzzle. When segments swing with tax season, investors need more than a PDF download—they need answers.
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Pathward Financial, Inc. (CASH)
Pathward Financial, Inc. (CASH)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)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)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.
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