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 (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) reported an insider transaction by its Chief Executive Officer and director. On 10/27/2025, the reporting person made a bona fide charitable gift of 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.
Pathward Financial (CASH) furnished an 8‑K announcing results for the three months and fiscal year ended September 30, 2025. The company issued a press release and posted a Quarterly Investor Update presentation for the fourth quarter of fiscal 2025 to accompany its conference call and earnings webcast.
The press release (Exhibit 99.1) and presentation (Exhibit 99.2) were furnished under Items 2.02 and 7.01 and are not deemed filed under the Exchange Act. Materials are dated October 21, 2025.
Pathward Financial (CASH) reported an insider transaction by its SVP and Chief Accounting Officer. On 10/16/2025, the officer surrendered 248 shares of common stock at $69.76 under code F, which reflects shares withheld to satisfy taxes upon the vesting of restricted stock.
Following the transaction, the reporting person beneficially owned 4,771 shares directly and 800 shares indirectly through parents.
Pathward Financial, Inc. (CASH) disclosed an insider tax-withholding transaction. On 10/16/2025, the company’s Chief Legal and Admin Officer surrendered 1,054 shares of common stock under code F at a price of $69.76 per share to satisfy tax obligations upon restricted stock vesting. Following this transaction, the officer directly holds 11,528 shares.
The filing notes the shares were surrendered to the Company to cover withholding taxes tied to the vesting event.
Pathward Financial (CASH) reported an insider administrative transaction. The company’s EVP, Chief Information & Operations Officer, reported the surrender of 603 shares of common stock on 10/16/2025 at a price of $69.76 under code F, which indicates shares were withheld to cover taxes upon the vesting of restricted stock.
Following this transaction, the reporting person directly owns 25,155 shares. This filing reflects tax withholding related to equity vesting rather than an open‑market purchase or sale.