secwatch.observer — SEC 8-K summary ====================================== Issuer: PATHWARD FINANCIAL, INC. (CASH) CIK: 0000907471 Form: 8-K Filed at: 2022-10-27T23:59:59+00:00 Accession: 0000907471-22-000137 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 5.02, 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Pathward Q4 net income $23.4M ($0.81 EPS), adj. EPS $1.04; names Sonja Theisen CFO effective Apr 2023 -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/907471/000090747122000137/0000907471-22-000137-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/907471/000090747122000137/cash-20221027.htm HTML page: https://secwatch.observer/filing/0000907471-22-000137 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer