Pathward Financial, Inc.

Pathward Financial, Inc.

CASHยทNASDAQ

$77.74

-3.9%
Financial ServicesBanks - Regional

Pathward Financial, Inc. operates as the holding company for Pathward, National Association that provides various banking products and services in the United States. It operates through three segments: Consumer, Commercial, and Corporate Services/Other. The company offers demand deposit accounts, savings accounts, money market savings accounts, and certificate accounts. It also provides commercial finance product comprising term lending, asset based lending, factoring, lease financing, insurance premium finance, government guaranteed lending, and other commercial finance products; consumer credit products; other consumer financing services; short-term taxpayer advance loans; and warehouse financing services. In addition, the company issues prepaid cards and consumer credit products; sponsors merchant acquiring and automated teller machines (ATMs) in various debit networks; and offers tax refund-transfer services, and other payment industry products and services. The company was formerly known as Meta Financial Group, Inc. and changed its name to Pathward Financial, Inc. in July 2022. Pathward Financial, Inc. was founded in 1954 and is headquartered in Sioux Falls, South Dakota.

At a Glance

Live Snapshot
Market Cap$1.64B
EPS7.9100
P/E Ratio9.83
Earnings Date07/27/2026
14.53%
Return on Invested Capital
32%
3Y-36.0%
5Y+25.0%
10Y+568.0%
21.66%
Return on Equity
-1%
3Y-8.0%
5Y+75.0%
10Y+118.0%
2.59%
Return on Assets
7%
3Y+16.0%
5Y+51.0%
10Y+213.0%
Pathward Financial, Inc.

Pathward Financial, Inc. Management Team

CASH ยท NASDAQ
MB

Mr. Brett L. Pharr

Chief Executive Officer & Director

Compensation

$1,786,481

Born 1962(Age 64)
male
MG

Mr. Gregory A. Sigrist CPA

Executive Vice President & Chief Financial Officer

Compensation

$1,269,031

Born 1968(Age 58)
male
MN

Ms. Nadia A. Dombrowski J.D.

Executive Vice President and Chief Legal & Administrative Officer

Compensation

$1,039,526

Born 1962(Age 64)
female
MA

Ms. Anjana Berde SPHR

Executive Vice President and Chief People & Culture Officer

female
MC

Mr. Charles C. Ingram

Executive Vice President and Chief Technology & Product Officer

Compensation

$960,892

Born 1970(Age 56)
male
MM

Mr. Michael D. Lister

Head of Tax Services Division

Born 1954(Age 72)
male
MA

Mr. Anthony M. Sharett J.D.

President

Compensation

$1,243,833

Born 1977(Age 49)
male
MJ

Ms. Jennifer W. Warren

Senior Vice President & Chief Accounting Officer

Born 1984(Age 42)
female
MD

Ms. Darby Schoenfeld CPA

Senior Vice President and Chief of Staff & Investor Relations

female
CM

Catherine McGlown

Senior Vice President of Communications, Sustainability & Public Policy

cash

Pathward Financial, Inc. Insider Positioning

CASH ยท NASDAQ

During the last 12 months, insiders have sold $4.94M worth of CASH shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

9.5K

802.15K

Net Activity

-802K

-$802K

3-6 Months

Bought

0

0.00

Sold

20.1K

1.88M

Net Activity

-1.9M

-$1.88M

6-9 Months

Bought

0

0.00

Sold

32.0K

2.25M

Net Activity

-2.3M

-$2.25M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
PBL

Pharr Brett L.

Director, Officer: Chief Executive Officer

20.3K sharesโ€ข2 transactions

$1.79M

2
SAM

Sharett Anthony M.

Officer: President

13.2K sharesโ€ข2 transactions

$940K

3
HDJ

Hajek Douglas J.

Director

8.0K sharesโ€ข2 transactions

$636K

4
DN

Dombrowski Nadia

Officer: Chief Legal And Admin Officer

6.1K sharesโ€ข2 transactions

$431K

5
HEG

Hoople Elizabeth G.

Director

4.5K sharesโ€ข1 transactions

$370K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $4.94M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$802K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.

SEC Filings

CASH - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
DEF 14A

DEF 14A 2026

N/A

January 14, 2026
February 24, 2026
2026
DEF 14A

DEF 14A 2025

N/A

January 15, 2025
February 25, 2025
2025
DEF 14A

DEF 14A 2024

N/A

January 17, 2024
February 27, 2024
2024
DEF 14A

DEF 14A 2023

N/A

January 18, 2023
February 28, 2023
2023
DEF 14A

DEF 14A 2022

N/A

January 13, 2022
February 22, 2022
2022
DEF 14A

DEF 14A 2021

N/A

January 14, 2021
February 23, 2021
2021
DEF 14A

DEF 14A 2019

N/A

January 15, 2020
September 30, 2019
2019
DEF 14A

DEF 14A 2018

N/A

December 18, 2018
September 30, 2018
2018
DEF 14A

DEF 14A 2018

N/A

December 04, 2017
January 22, 2018
2018
DEF 14A

DEF 14A 2017

N/A

December 14, 2016
January 23, 2017
2017
Showing 1 to 10 of 31 filings