---
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"
generated_at: "2026-06-17T16:04:51.845836+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Pathward Financial CFO succession plan disrupted; Theisen on leave, Herrick remains

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 5.02
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-23-036956
- JSON: https://secwatch.observer/filing/0001104659-23-036956.json
- Plain text: https://secwatch.observer/filing/0001104659-23-036956.txt

## Key facts
- Executive change
  Sonja A. Theisen changed role as Deputy Chief Financial Officer at PATHWARD FINANCIAL, INC..
  - Action: will no longer be succeeding as CFO
  - Role: Deputy Chief Financial Officer
  source text: Ms. Theisen will no longer be succeeding Mr. Herrick as CFO.
  evidence_url: https://www.sec.gov/Archives/edgar/data/907471/000110465923036956/0001104659-23-036956-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.