{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-23-107008","form_type":"8-K","ticker":"CASH","cik":"0000907471","company_name":"PATHWARD FINANCIAL, INC.","filed_at":"2023-10-05T23:59:59+00:00","discovered_at":"2026-05-14T18:03:32.353148+00:00","generated_at":"2026-06-10T04:28:19.215989+00:00","sec_items":["5.02","7.01","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"Pathward appoints Greg Sigrist as CFO, succeeding Glen Herrick retiring Dec 31, 2023","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-23-107008","json":"https://secwatch.observer/filing/0001104659-23-107008.json","markdown":"https://secwatch.observer/filing/0001104659-23-107008.md","text":"https://secwatch.observer/filing/0001104659-23-107008.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/907471/000110465923107008/0001104659-23-107008-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/907471/000110465923107008/tm2327575d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-10T04:28:19.215989+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":"744cd623b8","claim":"Glen W. Herrick retired as Executive Vice President, Executive Advisor to the Chief Executive Officer at PATHWARD FINANCIAL, INC..","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/907471/000110465923107008/0001104659-23-107008-index.htm","confidence":1.0,"family_label":"Executive change","details":[{"label":"Action","value":"retired"},{"label":"Role","value":"Executive Vice President, Executive Advisor to the Chief Executive Officer"}],"fact_type":"executive_change"},{"claim_id":"c9b04610e8","claim":"Gregory A. Sigrist was appointed as Executive Vice President, Chief Financial Officer at PATHWARD FINANCIAL, INC..","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/907471/000110465923107008/0001104659-23-107008-index.htm","confidence":1.0,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Executive Vice President, 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"}