{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-23-036956","form_type":"8-K","ticker":"CASH","cik":"0000907471","company_name":"PATHWARD FINANCIAL, INC.","filed_at":"2023-03-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:48.496698+00:00","generated_at":"2026-06-17T16:04:51.845836+00:00","sec_items":["5.02"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"confidence":"high","headline":"Pathward Financial CFO succession plan disrupted; Theisen on leave, Herrick remains","bullets":["Sonja A. Theisen, Deputy CFO, commenced indefinite leave on March 21, 2023 due to personal family matter.","Theisen will no longer succeed Glen W. Herrick as CFO as previously planned effective April 30, 2023.","Herrick will continue as CFO beyond April 30; company to immediately search for his successor."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-23-036956","json":"https://secwatch.observer/filing/0001104659-23-036956.json","markdown":"https://secwatch.observer/filing/0001104659-23-036956.md","text":"https://secwatch.observer/filing/0001104659-23-036956.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/907471/000110465923036956/0001104659-23-036956-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/907471/000110465923036956/tm2310573d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-17T16:04:51.845836+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"e2334c4abd","claim":"Sonja A. Theisen changed role as Deputy Chief Financial Officer at PATHWARD FINANCIAL, INC..","evidence_excerpt":"Ms. Theisen will no longer be succeeding Mr. Herrick as CFO.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/907471/000110465923036956/0001104659-23-036956-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"will no longer be succeeding as CFO"},{"label":"Role","value":"Deputy Chief Financial Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}