Pathward Financial, Inc. filings document the reporting and governance record of a financial holding company whose bank subsidiary operates Partner Solutions and Commercial Finance business lines. Form 8-K reports include operating results, quarterly investor presentations, dividend declarations and other material events tied to the company’s banking, payments, tax and commercial finance activities.
Proxy materials and annual meeting disclosures cover board elections, advisory votes on executive compensation, say-on-pay frequency, auditor ratification and related governance matters. The filing record also includes listing-compliance and late-periodic-report disclosures, including matters connected to financial-statement restatements and Nasdaq reporting requirements.
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.
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.