Form 4: Pathward Financial CEO Sells Shares for Tax Withholding
Insider Transaction Report
Pathward Financial's CEO, Brett L. Pharr, disposed of 2,192 shares of common stock at $74.36 per share to cover tax withholding obligations.
Summary
- Brett L. Pharr, Chief Executive Officer and Director of Pathward Financial, Inc., reported a disposition of common stock.
- On December 5, 2025, 2,192 shares of common stock were surrendered to the company.
- The shares were disposed of at a price of $74.36 per share.
- This transaction was made to satisfy tax withholding obligations in connection with the vesting of restricted stock.
- Following the transaction, Pharr directly beneficially owns 93,902 shares and indirectly owns 614 shares through an IRA.
Sentiment
Score: 5
Explanation: The transaction is a routine, non-discretionary disposition of shares for tax purposes, which is neutral in sentiment. It reflects normal executive compensation practices.
Positives
- The transaction represents a routine event for tax compliance related to restricted stock vesting, indicating normal executive compensation practices.
Negatives
- A reduction in direct beneficial ownership by 2,192 shares, although for tax purposes.
Future Outlook
N/A. This filing reports a past transaction and does not provide forward-looking statements or guidance.
Industry Context
This Form 4 filing is a standard regulatory disclosure for insider trading and does not provide information relevant to broader industry trends or competitive analysis.
Comparison to Industry Standards
- N/A. This filing details a routine insider transaction for tax purposes and does not contain information suitable for comparison to industry benchmarks or specific company projects.
Stakeholder Impact
- Shareholders: Minimal impact as this is a routine, non-discretionary transaction for tax purposes, not indicative of a change in investment sentiment by the insider.
Key Dates
| Date | Description |
|---|---|
| 12/05/2025 | Date of earliest transaction (disposition of shares) |
| 12/09/2025 | Date Form 4 was filed |
Keywords
Pathward Financial, CASH, Form 4, Insider Transaction, Stock Disposition, Tax Withholding, CEO, Brett L. Pharr, Common Stock, Restricted Stock
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