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. (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.