Pathward appoints Greg Sigrist as CFO, succeeding Glen Herrick retiring Dec 31, 2023

PATHWARD FINANCIAL, INC.

Greg Sigrist appointed EVP, CFO-designee effective Nov 1, 2023; becomes CFO after FY 2023 10-K filing.
Sigrist receives $500K annual salary, target cash bonus 85% of salary, equity target 145% of salary, plus $400K sign-on bonus.
Outgoing CFO Glen Herrick to remain as EVP, Executive Advisor through Dec 31, 2023 for transition.
Herrick helped grow net income from $13M (FY2013) to $156M (FY2022); led five acquisitions and rebranding.
Sigrist most recently served as CFO of Metropolitan Bank Holding Corp.; 20+ years banking experience, CPA.

item 5.02 item 7.01 item 9.01

Executive movements

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Role change

Glen W. Herrick

Executive Vice President, Executive Advisor to the Chief Executive Officer

CASH · PATHWARD FINANCIAL, INC.

Successor: Gregory A. Sigrist
Filed: October 5, 2023, 7:59 PM ET

After the Effective Time, Mr. Herrick will continue his employment with the Company as Executive Vice President, Executive Advisor to the Chief Executive Officer through December 29, 2023

Appointed

Gregory A. Sigrist

Executive Vice President, Chief Financial Officer

CASH · PATHWARD FINANCIAL, INC.

Filed: October 5, 2023, 7:59 PM ET

On October 2, 2023, Pathward Financial, Inc. (the “Company”) appointed Gregory A. Sigrist as Executive Vice President, Chief Financial Officer of the Company and Pathward, N.A., (the “Bank”) effective immediately after the filing of the Form 10-K for the fiscal year ended September 30, 2023

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 1.0

Glen W. Herrick retired as Executive Vice President, Executive Advisor to the Chief Executive Officer at PATHWARD FINANCIAL, INC..

Action: retired
Role: Executive Vice President, Executive Advisor to the Chief Executive Officer

Exact text from the filing

After the Effective Time, Mr. Herrick will continue his employment with the Company as Executive Vice President, Executive Advisor to the Chief Executive Officer through December 29, 2023

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 1.0

Gregory A. Sigrist was appointed as Executive Vice President, Chief Financial Officer at PATHWARD FINANCIAL, INC..

Action: appointed
Role: Executive Vice President, Chief Financial Officer

Exact text from the filing

On October 2, 2023, Pathward Financial, Inc. (the “Company”) appointed Gregory A. Sigrist as Executive Vice President, Chief Financial Officer of the Company and Pathward, N.A., (the “Bank”) effective immediately after the filing of the Form 10-K for the fiscal year ended September 30, 2023

View on SEC.gov

PATHWARD FINANCIAL, INC. filing history →

Source: SEC EDGAR

accession 0001104659-23-107008

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