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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on PATHWARD FINANCIAL's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into PATHWARD FINANCIAL's regulatory disclosures and financial reporting.
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.
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.