Form 4: Pathward Financial Officer Sells Shares for Tax

Pathward Financial's Chief People & Culture Officer, Anjana Thatte Berde, disposed of 114 shares of common stock to cover tax withholding obligations related to restricted stock vesting.

Summary

• Anjana Thatte Berde, Chief People & Culture Officer of Pathward Financial, Inc., reported a transaction on December 5, 2025.
• The transaction involved the disposition of 114 shares of Pathward Financial common stock.
• These shares were surrendered to the company at a price of $74.36 per share to satisfy tax withholding obligations.
• The disposition was in connection with the vesting of restricted stock.
• Following this transaction, Ms. Berde beneficially owns 2,458 shares of common stock directly.

Sentiment

Score: 5

Explanation: The transaction is a routine, non-discretionary disposition of shares for tax withholding purposes, which is neutral in terms of sentiment regarding the company's prospects.

Future Outlook

NA

Industry Context

This is a routine insider transaction for tax purposes and does not provide broader industry context. It reflects standard compensation practices involving restricted stock units common across many industries, including financial services.

Stakeholder Impact

• Minimal direct impact on shareholders as this is a routine, non-discretionary transaction for tax purposes and does not reflect a change in management's view of the company's prospects.
• No direct impact on employees, customers, suppliers, or creditors.

Key Dates

Keywords

Pathward Financial, CASH, Form 4, Insider Transaction, Stock Sale, Tax Withholding, Restricted Stock, Anjana Thatte Berde, Officer Transaction