Pathward Q4 net income $23.4M ($0.81 EPS), adj. EPS $1.04; names Sonja Theisen CFO effective Apr 2023

PATHWARD FINANCIAL, INC.

2022-FY EPS reported $5.26 revenue$601,131,000

Q4 net income $23.4M ($0.81 diluted EPS); adjusted EPS $1.04 vs $0.51 prior year.
FY2022 net income $156.4M ($5.26 EPS); adj. EPS $4.49; FY2023 guidance: GAAP EPS $5.25-$5.75.
Sold $81.5M student loan portfolio (unfavorable pre-tax $0.5M); completed $20M subordinated notes offering.
Sonja Theisen named CFO effective April 30, 2023, succeeding Glen Herrick.
Board repurchased 573K shares in Q4 at avg $37.05; additional 396K shares in Oct 2022.

item 2.02 item 5.02 item 7.01 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Appointed

Sonja Theisen

Chief Financial Officer

CASH · PATHWARD FINANCIAL, INC.

Effective: 2023-04-30
Filed: October 27, 2022, 7:59 PM ET

On October 27, 2022, Pathward Financial, Inc. (the “Company”) announced that Sonja Theisen, Executive Vice President, Governance, Risk, and Compliance, will succeed Glen W. Herrick as Chief Financial Officer effective as of April 30, 2023.

Departed

Glen W. Herrick

Chief Financial Officer

CASH · PATHWARD FINANCIAL, INC.

Effective: 2023-04-30
Successor: Sonja Theisen
Filed: October 27, 2022, 7:59 PM ET

On October 27, 2022, Pathward Financial, Inc. (the “Company”) announced that Sonja Theisen, Executive Vice President, Governance, Risk, and Compliance, will succeed Glen W. Herrick as Chief Financial Officer effective as of April 30, 2023.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Sonja Theisen was appointed as Chief Financial Officer at PATHWARD FINANCIAL, INC..

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

On October 27, 2022, Pathward Financial, Inc. (the “Company”) announced that Sonja Theisen, Executive Vice President, Governance, Risk, and Compliance, will succeed Glen W. Herrick as Chief Financial Officer effective as of April 30, 2023.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.9

Glen W. Herrick departed as Chief Financial Officer at PATHWARD FINANCIAL, INC..

Role: Chief Financial Officer

Exact text from the filing

On October 27, 2022, Pathward Financial, Inc. (the “Company”) announced that Sonja Theisen, Executive Vice President, Governance, Risk, and Compliance, will succeed Glen W. Herrick as Chief Financial Officer effective as of April 30, 2023.

View on SEC.gov

PATHWARD FINANCIAL, INC. filing history →

Source: SEC EDGAR

accession 0000907471-22-000137

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