Pathward Financial, Inc.
CASHFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Pathward Financial, Inc. Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Sep 30, 2025. The latest insider filing shown is dated Jun 8, 2026.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Pathward Financial, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-02-23 · Pharr Brett L.: Larger than all 38 other insider sales of Common Stock on file. SEC filing
- 2025-10-24 · Sharett Anthony M.: Larger than 36 of the 38 other insider sales of Common Stock on file. SEC filing
- 2025-04-25 · Pharr Brett L.: Larger than 35 of the 38 other insider sales of Common Stock on file. SEC filing
- 2023-12-01 · Herrick Glen William: Larger than 37 of the 38 other insider sales of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2023-03-16–2023-03-16: 7 event(s) across 6 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-29 | Hoople Elizabeth G. · Director | Common Stock | S — Open market or private sale | −4,500 | 82.29 | SEC filing |
| 2026-04-29 | Hajek Douglas J. · Director | Common Stock | S — Open market or private sale | −5,000 | 86.37 | SEC filing |
| 2026-02-23 | Pharr Brett L. · Chief Executive Officer | Common Stock | S — Open market or private sale | −15,641 | 93.88 | SEC filing |
| 2026-02-09 | Stork Kendall E · Director | Common Stock | S — Open market or private sale | −3,000 | 94.15 | SEC filing |
| 2026-01-30 | Perretta Christopher · Director | Common Stock | S — Open market or private sale | −1,450 | 89.94 | SEC filing |
| 2025-10-31 | Hajek Douglas J. · Director | Common Stock | S — Open market or private sale | −3,000 | 68.11 | SEC filing |
| 2025-10-28 | Mehta Neeraj · Director | Common Stock | S — Open market or private sale | −2,500 | 69.34 | SEC filing |
| 2025-10-24 | Sharett Anthony M. · President | Common Stock | S — Open market or private sale | −11,500 | 71.55 | SEC filing |
Showing 8 of 18 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-07 | Ferri Eric Anthony · EVP, Chief Risk Officer | Common Stock | A — Grant, award, or other acquisition | +8,638 | SEC filing |
| 2026-02-24 | Perretta Christopher · Director | Common Stock | A — Grant, award, or other acquisition | +1,650 | SEC filing |
| 2026-02-24 | Hajek Douglas J. · Director | Common Stock | A — Grant, award, or other acquisition | +1,650 | SEC filing |
| 2026-02-24 | MCCRAY RONALD D · Director | Common Stock | A — Grant, award, or other acquisition | +1,650 | SEC filing |
| 2026-02-24 | Stork Kendall E · Director | Common Stock | A — Grant, award, or other acquisition | +1,650 | SEC filing |
| 2026-02-24 | SHULMAN BECKY S · Director | Common Stock | A — Grant, award, or other acquisition | +1,650 | SEC filing |
| 2026-02-24 | Zlatkus Lizabeth H · Director | Common Stock | A — Grant, award, or other acquisition | +1,650 | SEC filing |
| 2026-02-24 | Mehta Neeraj · Director | Common Stock | A — Grant, award, or other acquisition | +1,650 | SEC filing |
Showing 8 of 30 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2023-05-01 | Warren Jennifer W. · SVP, Chief Accounting Officer | Common Stock | W — Acquisition or disposition by will or laws of descent | +350 | SEC filing |
Showing 1 of 1 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.