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Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Sep 17, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
- Aug 20, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
- Aug 6, 2026Quarterly report · 10-QFiled by the company itself.Open the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record1,56510 flagged findings
Reported transactions (Form 4)40since Nov 14, 2025 · and 8 other holdings
Corporate events (8-K)30since Aug 1, 2018
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
What the company does
Pathward Financial, Inc. is a U.S.-based banking and financial services company. It adopted its current name in 2022 after its parent, Meta Financial Group, sold the "Meta" trademark to Meta Platforms.
Source: Wikipedia (CC BY-SA 4.0) · copied on Sep 3, 2026 · may not reflect recent changes.
Regulatory history
Topics detected in its SEC reports, with the original excerpt.
Each topic is assigned by a classifier over the full filing; the excerpts show where it was detected and are not always enough to verify it. Open the filing to read it in full.
- 2026-05-07capital return (buybacks/dividends)recentOpen filing ↗“…31, (Dollars in thousands) 2026 2025 2026 2025 Lease expense $ 908 $ 998 $ 1,802 $ 1,917 Short-term and variable lease cost 28 23…”
+1 more passage from the same document
- “…EQUITY Repurchase of Common Stock. The Company's Board of Directors authorized a share repurchase program to repurchase up to…”
- 2026-05-07bank capital and credit cost contextrecentOpen filing ↗“…driven by an increase in the number of refund advances, as well as higher origination volumes and an increase in refund transfers.…”
+1 more passage from the same document
- “…in the seasonal tax services portfolio. Net charge-offs attributable to the commercial finance portfolio and consumer finance…”
Original excerpts from SEC filings, untranslated. Not advice and not a prediction.
The 25 most recent filings (of 1,565)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Sep 17, 268-K ↗Current report · A senior executive left or was appointed
Insider transaction · 8 Form 4 filingsshow all 8hide
- Aug 20, 268-K ↗Current report · Other events
- Aug 7, 26SCHEDULE 13G ↗Passive stake · STATE STREET CORPORATION · 6.8% · event on Jun 30, 26
- Aug 6, 2610-Q ↗Quarterly report
- Jul 22, 268-K ↗Current report · Results · Communication to the market
- May 29, 26Form 144 ↗Notice of proposed sale
- May 21, 268-K ↗Current report · Other events
- May 7, 2610-Q ↗Quarterly report
- Apr 30, 26Form 4 ↗Insider transaction
- Apr 29, 26Form 144 ↗Notice of proposed sale
- Apr 23, 26Form 3 ↗Insider transaction
- Apr 22, 268-K ↗Current report · Results · Communication to the market
- Apr 9, 26SCHEDULE 13G ↗Passive stake · Dimensional Fund Advisors LP · 5.0% · event on Mar 31, 26
- Mar 27, 26SCHEDULE 13G/A ↗Passive stake · amendment
- Feb 26, 268-K ↗Current report · Other events
1,565 filings on record, the oldest from May 21, 96.
Listing the 25 most recent filings of the 1,565 on record.
154848
- Sep 17, 26A senior executive left or was appointed8-K 5.02 ↗
- Dec 30, 25Auditor change filing (8-K Item 4.01)+1 more in the same filing8-K 4.01 ↗
- Sep 2, 25Listing notice (8-K 3.01)+2 more in the same filing · nominal item 3.01: the filing covers another matter8-K 3.01 ↗
- Jul 2, 25Past accounts declared unreliable and being restated8-K 4.02 ↗
- May 28, 25Listing notice (8-K 3.01)+2 more in the same filing8-K 3.01 ↗
- Nov 1, 24Completed an acquisition or disposal+2 more in the same filing8-K 2.01 ↗
- Aug 29, 24Entered a material agreement+2 more in the same filing8-K 1.01 ↗
5 senior executive changes2022 – 2024show all 5hide
- Feb 28, 24A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Oct 5, 23A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Mar 27, 23A senior executive left or was appointed8-K 5.02 ↗
- Mar 1, 23A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Oct 27, 22A senior executive left or was appointed+3 more in the same filing8-K 5.02 ↗
- Sep 26, 22Entered a material agreement+3 more in the same filing8-K 1.01 ↗
- May 9, 22A senior executive left or was appointed8-K 5.02 ↗
- Dec 13, 21Entered a material agreement+1 more in the same filing8-K 1.01 ↗
10 senior executive changes2019 – 2021show all 10hide
- Nov 2, 21A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Sep 7, 21A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- May 20, 21A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- May 3, 21A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Feb 24, 21A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Dec 17, 20A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Nov 25, 20A senior executive left or was appointed8-K 5.02 ↗
- Nov 16, 20A senior executive left or was appointed8-K 5.02 ↗
- Jun 24, 20A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jan 17, 19A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
3 older filings not shown · The record reaches back to Sep 30, 04.
Stress disclosures older than the timeline above. They are individual events from the record, not a complete timeline: there may be more between them.
- Jun 26, 09Past accounts declared unreliable and being restated+2 more in the same filing8-K 4.02 ↗
- Oct 8, 08Write-down of assets+1 more in the same filing8-K 2.06 ↗
- Jun 2, 08Listing notice (8-K 3.01)+1 more in the same filing8-K/A 3.01 ↗
- Feb 25, 08Listing notice (8-K 3.01)+1 more in the same filing8-K 3.01 ↗
- Dec 11, 07Past accounts declared unreliable and being restated+1 more in the same filing8-K/A 4.02 ↗
- Nov 19, 07Past accounts declared unreliable and being restated+2 more in the same filing8-K/A 4.02 ↗
- Nov 16, 07Past accounts declared unreliable and being restated+2 more in the same filing8-K 4.02 ↗
The full record holds 15 stress filings.
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- STATE STREET CORPORATION6.8%Jun 30, 26SCHEDULE 13G ↗2 earlier filings
- The Vanguard Group6.8%Dec 31, 25SCHEDULE 13G/A ↗
- American Century Investment Management, Inc.5.3%Dec 31, 25SCHEDULE 13G ↗3 co-filers on this document — the figure is the largest single stake, not their sum.
- Dimensional Fund Advisors LP5.0%Mar 31, 26SCHEDULE 13G ↗1 earlier filing
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
Stock compensation, tax and giftsshow the 35 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Sep 4, 26Compensationamount n/aBECKY S SHULMAN↗
- Sep 4, 26Compensationamount n/aRONALD D MCCRAY↗
- Sep 4, 26Compensationamount n/aLizabeth H Zlatkus↗
- Sep 4, 26Compensationamount n/aChristopher Perretta↗
- Sep 4, 26Compensationamount n/aDouglas J. Hajek↗
- Sep 4, 26Compensationamount n/aElizabeth G. Hoople↗
- Sep 4, 26Compensationamount n/aKendall E Stork↗
- Sep 4, 26Compensationamount n/aNeeraj Mehta↗
- Jun 7, 26Compensationamount n/aEric Anthony FerriEVP, Chief Risk Officer↗
- Feb 24, 26Compensationamount n/aBECKY S SHULMAN↗
- Feb 24, 26Compensationamount n/aRONALD D MCCRAY↗
- Feb 24, 26Compensationamount n/aLizabeth H Zlatkus↗
- Feb 24, 26Compensationamount n/aChristopher Perretta↗
- Feb 24, 26Compensationamount n/aDouglas J. Hajek↗
- Feb 24, 26Compensationamount n/aElizabeth G. Hoople↗
- Feb 24, 26Compensationamount n/aKendall E Stork↗
- Feb 24, 26Compensationamount n/aNeeraj Mehta↗
- Dec 16, 25Giftamount n/aAnthony M. SharettPresident↗
- Dec 9, 25Giftamount n/aDouglas J. Hajek↗
- Dec 5, 25Tax$55KGreg SigristChief Financial Officer↗
- Dec 5, 25Tax$163KBrett L. PharrChief Executive Officer↗
- Dec 5, 25Tax$58KAnthony M. SharettPresident↗
- Dec 5, 25Tax$17KCharles C. IngramEVP, Chief Info & Ops Officer↗
- Dec 5, 25Tax$16KJennifer W. WarrenSVP, Chief Accounting Officer↗
- Dec 5, 25Tax$26KNadia DombrowskiChief Legal and Admin Officer↗
- Dec 5, 25Tax$8KAnjana Thatte BerdeChief People & Culture Officer↗
- Dec 4, 25Giftamount n/aRONALD D MCCRAY↗
- Dec 4, 25Giftamount n/aRONALD D MCCRAY↗
- Dec 4, 25Giftamount n/aRONALD D MCCRAY↗
- Nov 14, 25Giftamount n/aKendall E Stork↗
- Nov 14, 25Compensationamount n/aGreg SigristChief Financial Officer↗
- Nov 14, 25Compensationamount n/aBrett L. PharrChief Executive Officer↗
- Nov 14, 25Compensationamount n/aAnthony M. SharettPresident↗
- Nov 14, 25Compensationamount n/aCharles C. IngramEVP, Chief Info & Ops Officer↗
- Nov 14, 25Compensationamount n/aJennifer W. WarrenSVP, Chief Accounting Officer↗
The full record holds 207 transactions and goes back to Jan 17, 23.
Its sector and its market
Pathward Financial, Inc. among Financials companies
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Coverage
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- End-of-day closes provided by Twelve Data. One close per session; not real time. Closes adjusted for splits.
- Series quality
- 250 clean closes in the period.
- SEC records
- 1,565 documents on file, from May 21, 1996 to Sep 17, 2026.
- Company description
- Wikipedia, read on Sep 3, 2026.
- This page
- Generated on Oct 19, 2026; refreshed through the day.
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Which SEC documents appear here?
Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
Why does a European company show no SEC records?
It depends on the company: some European issuers file a 20-F or 6-K with the SEC and others don't. The profile shows whatever is on record; when there is nothing, it says so rather than guessing why. Europe does not yet have a common filing archive like EDGAR in the United States. The EU will open its own, ESAP, in July 2027 (managers' transactions arrive in January 2028), and we plan to add it once it is available.
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