Form 4: Pathward CFO Sells Shares for Tax Obligations

Pathward Financial CFO Greg Sigrist disposed of 1,724 shares of common stock to cover tax withholding obligations related to restricted stock vesting.

Summary

• Greg Sigrist, Chief Financial Officer of Pathward Financial, Inc., reported a transaction involving the company's common stock.
• On October 16, 2025, Mr. Sigrist disposed of 1,724 shares of common stock.
• The shares were surrendered to Pathward Financial, Inc. to satisfy tax withholding obligations.
• This disposition was in connection with the vesting of restricted stock.
• The transaction price per share was $69.76.
• Following this transaction, Mr. Sigrist beneficially owns 13,345 shares of common stock directly.
• The transaction was made pursuant to a contract, instruction, or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Sentiment

Score: 5

Explanation: The filing reports a routine, non-discretionary transaction for tax purposes, which is neutral in terms of sentiment regarding the company's performance or outlook.

Future Outlook

This filing does not contain any forward-looking statements or guidance regarding the company's future performance or outlook.

Industry Context

This is a routine insider transaction, common for executives receiving restricted stock as part of their compensation. The disposition of shares to cover tax obligations upon vesting is a standard practice and does not typically reflect a discretionary investment decision or broader industry trends.

Stakeholder Impact

• Shareholders: Minimal impact, as this is a routine, non-discretionary transaction for tax purposes and does not signal a change in management's confidence or company fundamentals.

Key Dates

Keywords

PATHWARD FINANCIAL, CASH, Form 4, Insider Transaction, Stock Disposition, Tax Withholding, Restricted Stock, Greg Sigrist, CFO