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Public-Company Data

Pathward, N.A.: SEC Filings

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Pathward, N.A. (or its holding company) is an SEC registrant. Ticker CASH. CIK 907471. Filings and disclosures below link to the original documents on SEC EDGAR. View all filings on EDGAR →

Recent SEC filings

Filed Form Accession Files EDGAR
Sep 17, 2026 8-K 0000907471-26-000039 15 Open →
Aug 20, 2026 8-K 0000907471-26-000037 17 Open →
Aug 6, 2026 10-Q 0000907471-26-000034 88 Open →
May 21, 2026 8-K 0000907471-26-000027 17 Open →
May 7, 2026 10-Q 0000907471-26-000025 0 Open →
Apr 22, 2026 8-K 0000907471-26-000023 60 Open →
Feb 26, 2026 8-K 0000907471-26-000019 17 Open →
Feb 25, 2026 8-K 0000907471-26-000016 15 Open →
Feb 5, 2026 10-Q 0000907471-26-000011 0 Open →
Jan 22, 2026 8-K 0000907471-26-000009 60 Open →
Dec 30, 2025 8-K 0000907471-25-000118 16 Open →
Nov 25, 2025 10-K 0000907471-25-000116 130 Open →
Nov 20, 2025 8-K 0000907471-25-000110 17 Open →
Oct 21, 2025 8-K 0000907471-25-000102 59 Open →
Sep 16, 2025 10-Q 0000907471-25-000096 0 Open →
Sep 10, 2025 10-Q 0000907471-25-000093 0 Open →
Sep 3, 2025 10-Q/A 0000907471-25-000090 0 Open →
Sep 2, 2025 8-K 0000907471-25-000088 17 Open →
Aug 29, 2025 10-K/A 0000907471-25-000083 0 Open →
Aug 21, 2025 8-K 0000907471-25-000079 17 Open →
Aug 11, 2025 Other 0000907471-25-000076 4 Open →
Jul 28, 2025 8-K 0000907471-25-000074 31 Open →
Jul 2, 2025 8-K 0000907471-25-000071 15 Open →
May 28, 2025 8-K 0000907471-25-000058 17 Open →
May 22, 2025 8-K 0000907471-25-000053 17 Open →
May 12, 2025 Other 0000907471-25-000050 4 Open →
Apr 22, 2025 8-K 0000907471-25-000039 63 Open →
Feb 27, 2025 8-K 0000907471-25-000018 18 Open →
Feb 26, 2025 8-K 0000907471-25-000015 16 Open →
Feb 6, 2025 10-Q 0000907471-25-000012 0 Open →
Jan 21, 2025 8-K 0000907471-25-000010 61 Open →
Nov 26, 2024 10-K 0000907471-24-000159 127 Open →
Nov 21, 2024 8-K 0000907471-24-000156 18 Open →
Nov 1, 2024 8-K 0000907471-24-000127 17 Open →
Oct 24, 2024 8-K 0000907471-24-000124 16 Open →
Oct 23, 2024 8-K 0000907471-24-000122 62 Open →
Sep 30, 2024 8-K 0000907471-24-000099 16 Open →
Aug 28, 2024 8-K 0000907471-24-000091 109 Open →
Aug 22, 2024 8-K 0000907471-24-000088 18 Open →
Aug 6, 2024 10-Q 0000907471-24-000084 0 Open →

8-K material events

Date Item Disclosure EDGAR
Sep 17, 2026 5.02 Departure/Election of Directors or Officers; Compensation Open →
Aug 20, 2026 8.01 Other Events Open →
Aug 20, 2026 9.01 Financial Statements and Exhibits Open →
May 21, 2026 8.01 Other Events Open →
May 21, 2026 9.01 Financial Statements and Exhibits Open →
Apr 22, 2026 2.02 Results of Operations and Financial Condition Open →
Apr 22, 2026 7.01 Regulation FD Disclosure Open →
Apr 22, 2026 9.01 Financial Statements and Exhibits Open →
Feb 26, 2026 8.01 Other Events Open →
Feb 26, 2026 9.01 Financial Statements and Exhibits Open →
Feb 25, 2026 5.07 Submission of Matters to a Vote of Security Holders Open →
Jan 22, 2026 2.02 Results of Operations and Financial Condition Open →
Jan 22, 2026 7.01 Regulation FD Disclosure Open →
Jan 22, 2026 9.01 Financial Statements and Exhibits Open →
Dec 30, 2025 4.01 Changes in Registrant's Certifying Accountant Open →
Dec 30, 2025 9.01 Financial Statements and Exhibits Open →
Nov 20, 2025 8.01 Other Events Open →
Nov 20, 2025 9.01 Financial Statements and Exhibits Open →
Oct 21, 2025 2.02 Results of Operations and Financial Condition Open →
Oct 21, 2025 7.01 Regulation FD Disclosure Open →
Oct 21, 2025 9.01 Financial Statements and Exhibits Open →
Sep 2, 2025 3.01 Notice of Delisting / Listing Standards Failure Open →
Sep 2, 2025 7.01 Regulation FD Disclosure Open →
Sep 2, 2025 9.01 Financial Statements and Exhibits Open →
Aug 21, 2025 8.01 Other Events Open →
Aug 21, 2025 9.01 Financial Statements and Exhibits Open →
Jul 28, 2025 2.02 Results of Operations and Financial Condition Open →
Jul 28, 2025 7.01 Regulation FD Disclosure Open →
Jul 28, 2025 9.01 Financial Statements and Exhibits Open →
Jul 2, 2025 4.02 Non-Reliance on Previously Issued Financial Statements Open →

Officers & insiders

Named officers from the latest SEC Form 3/4/5 filings at the holding-company level.

Name Title / role As of
Pharr Brett L. Chief Executive Officer Oct 2026
Sigrist Greg Chief Financial Officer Oct 2026
Dombrowski Nadia Chief Legal and Admin Officer Oct 2026
Sharett Anthony M. President Oct 2026
Ferri Eric Anthony EVP, Chief Risk Officer Jun 2026
Ingram Charles C. EVP, Chief Information Officer Nov 2024

M&A activity

From SEC filings (Forms 8-K, 425, S-4 and others) and Federal Reserve NIC structure records.

Date Type Role Source
Sep 17, 2026 Merger-related filing Registrant SEC Form 8-K
Sep 2, 2025 Merger-related filing Registrant SEC Form 8-K
May 28, 2025 Merger-related filing Registrant SEC Form 8-K
Nov 1, 2024 Merger completed Registrant SEC Form 8-K
Aug 29, 2024 Merger announcement Registrant SEC Form 8-K
Feb 28, 2024 Merger-related filing Registrant SEC Form 8-K
Oct 5, 2023 Merger-related filing Registrant SEC Form 8-K
Mar 27, 2023 Merger-related filing Registrant SEC Form 8-K
Mar 1, 2023 Merger-related filing Registrant SEC Form 8-K
Jan 18, 2023 Merger registration statement Registrant SEC Form S-4/A
Dec 12, 2022 Merger-related filing Registrant SEC Form 8-K
Dec 9, 2022 Merger registration statement Registrant SEC Form S-4
Oct 27, 2022 Merger-related filing Registrant SEC Form 8-K
Sep 26, 2022 Merger announcement Registrant SEC Form 8-K
Jul 13, 2022 Merger-related filing Registrant SEC Form 8-K
May 9, 2022 Merger-related filing Registrant SEC Form 8-K
Dec 13, 2021 Merger announcement Registrant SEC Form 8-K
Nov 2, 2021 Merger-related filing Registrant SEC Form 8-K
Sep 7, 2021 Merger-related filing Registrant SEC Form 8-K
May 20, 2021 Merger-related filing Registrant SEC Form 8-K

About this data

Filings, 8-K events, officer lists and M&A activity are sourced from SEC EDGAR and, for some M&A events, Federal Reserve NIC records. SEC disclosures are filed by the publicly-traded holding company, so officer and material-event data reflect the parent registrant. For the bank's regulatory financials, see its full profile and safety analysis.