---
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"
generated_at: "2026-06-10T04:28:19.215989+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 5.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-23-107008
- JSON: https://secwatch.observer/filing/0001104659-23-107008.json
- Plain text: https://secwatch.observer/filing/0001104659-23-107008.txt

## Key facts
- Executive change
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/907471/000110465923107008/0001104659-23-107008-index.htm
- Executive change
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/907471/000110465923107008/0001104659-23-107008-index.htm

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