Form 4: Pathward CEO Pharr Disposes Shares for Tax Obligations

Pathward Financial CEO Brett L. Pharr disposed of 4,676 shares of common stock on October 16, 2025, to cover tax withholding obligations related to restricted stock vesting.

Summary

• Brett L. Pharr, Chief Executive Officer and Director of PATHWARD FINANCIAL, INC., reported a transaction on October 16, 2025.
• The transaction involved the disposition of 4,676 shares of common stock.
• The shares were surrendered to the company to satisfy tax withholding obligations in connection with the vesting of restricted stock.
• The price per share for the disposition was $69.76.
• Following this transaction, Brett L. Pharr directly owns 65,074 shares of common stock.
• Additionally, Brett L. Pharr indirectly owns 614 shares of common stock through an IRA.

Sentiment

Score: 5

Explanation: Neutral, as the transaction is a routine tax-related disposition of shares, not indicative of a change in sentiment towards the company or its performance.

Future Outlook

This Form 4 filing does not contain any forward-looking statements or guidance.

Industry Context

This is a routine insider transaction for tax withholding purposes, common across all industries when restricted stock vests. It does not reflect broader industry trends or competitive positioning.

Stakeholder Impact

• Minimal direct impact on shareholders as this is a routine tax-related transaction and not a discretionary sale.

Key Dates

Keywords

PATHWARD FINANCIAL, CASH, Form 4, insider transaction, stock disposition, tax withholding, restricted stock, CEO, Brett L. Pharr