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.
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.
Pathward Financial, Inc. reported an insider stock transfer by its President, who is an officer of the company. On 12/16/2025, the insider disposed of 650 shares of common stock in a transaction coded "G," which the filing explains was a bona fide gift to a 501(c)(3) charitable organization for no consideration. The reported price per share for this transfer was $0, consistent with a charitable gift.
Following this transaction, the insider beneficially owns 35,316 shares of Pathward Financial common stock. The filing also notes that this balance reflects a prior transfer of 3,000 shares under a court-issued qualified domestic relations order.
Pathward Financial, Inc. reported that its senior vice president and chief accounting officer surrendered 221 shares of common stock on 12/05/2025 at $74.36 per share to the company to satisfy tax withholding obligations triggered by the vesting of restricted stock.
After this non-open-market transaction, the officer beneficially owns 7,234 shares directly and 800 shares indirectly through parents.
Pathward Financial, Inc. reported an insider stock transaction by its director and Chief Executive Officer. On December 5, 2025, 2,192 shares of common stock were surrendered back to the company at $74.36 per share to satisfy tax withholding obligations in connection with the vesting of restricted stock.
Following this tax-related transaction, the insider beneficially owns 93,902 shares of common stock directly and 614 shares indirectly through an IRA, indicating continued meaningful ownership in the company.
Pathward Financial, Inc. (CASH) is a Delaware‑incorporated bank holding company that owns Pathward®, National Association, a nationally chartered, FDIC‑insured bank. As of March 31, 2025, the market value of voting stock held by non‑affiliates was $1.70 billion, and as of November 19, 2025 there were 22,339,006 common shares outstanding.
The company’s purpose is to power financial inclusion by serving individuals and businesses that are often underserved by traditional banks. It operates nationally through two main business lines—Partner Solutions and Commercial Finance—reported across three segments: Consumer, Commercial, and Corporate Services/Other.
Partner Solutions collaborates with fintechs, tax providers, and financial institutions to offer prepaid and debit cards, deposit accounts, payment processing, consumer lending, and tax‑related products such as refund advances and refund transfers, supporting over 42,000 independent tax offices. Commercial Finance focuses on working capital, equipment finance, and other structured lending and leasing products, investing deposits into diversified loan and lease portfolios, and occasionally selling or participating in loans and mortgage‑backed securities.
Pathward Financial, Inc. (CASH) reported that its board has declared a cash dividend for the first quarter of fiscal year 2026. The company disclosed this in a current report and noted that the details of the dividend are contained in a press release dated November 20, 2025, which is included as an exhibit. The filing is an informational update and does not describe any other major corporate or financial changes.
Pathward Financial, Inc. (CASH) reported that its board has declared a cash dividend for the first quarter of fiscal year 2026. The company disclosed this in a current report and noted that the details of the dividend are contained in a press release dated November 20, 2025, which is included as an exhibit. The filing is an informational update and does not describe any other major corporate or financial changes.
Pathward Financial, Inc. (CASH) reported an equity award to its president on a Form 4. On 11/14/2025, the officer received 5,363 shares of common stock as a grant of restricted stock units under the 2023 Omnibus Incentive Plan at a stated price of $0 per share, reflecting a stock-based compensation award rather than an open-market purchase.
The RSUs can be settled only in common shares, with one share per unit, and will vest in three equal installments of 33-1/3% on 12/07/2026, 12/07/2027, and 12/07/2028. Following this grant, the reporting person beneficially owns 39,742 shares of Pathward Financial common stock in direct ownership.
Pathward Financial, Inc. executive reports new equity award. The company’s EVP, Chief Information & Operations Officer reported acquiring 2,992 shares of Pathward common stock on 11/14/2025 at a stated price of $0, increasing beneficial ownership to 31,533 shares held directly. The filing explains this represents an award of restricted stock units under the 2023 Omnibus Incentive Plan, which can be settled only in common stock on a one-for-one basis. These RSUs are scheduled to vest in three equal installments of 33-1/3% on 12/07/2026, 12/07/2027, and 12/07/2028, linking the executive’s compensation more closely to the company’s future stock performance.
Pathward Financial, Inc. (CASH) reported an equity grant to its Chief Financial Officer on a Form 4. On 11/14/2025, the officer received 5,168 shares of common stock as an award of restricted stock units under the 2023 Omnibus Incentive Plan at a price of $0, reflecting a compensatory grant rather than an open-market purchase. Following this grant, the officer beneficially owns 18,513 shares directly. The RSUs will vest in three equal installments of 33-1/3% on 12/07/2026, 12/07/2027, and 12/07/2028, and each RSU will settle into one share of common stock when vested.
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.