Neeraj Mehta
On February 27, 2024, the Board of Directors (the “Board”) of Pathward Financial, Inc. (the “Company”) appointed Neeraj Mehta as a member of the Board, effective immediately.
Highest-materiality recent filing
Pathward Financial declares Q4 FY2026 cash dividend of $0.05 per share
Dividend of $0.05 per share declared for Q4 fiscal 2026, payable October 1, 2026.
Pathward Q3 net income $29M ($1.37 EPS) down 31% YoY; nonperforming assets surge to $277.5M
Net income of $29.0M ($1.37 diluted EPS) vs $42.1M ($1.81) in Q3 FY2025.
Pathward Financial declares $0.05 per share cash dividend for Q3 FY2026
Declared cash dividend of $0.05 per share for third fiscal quarter of 2026.
Pathward Q2 fiscal 2026 net income $72.9M ($3.35 EPS); revenue up 9% on tax products
Net income $72.9M ($3.35 diluted EPS) vs $75.0M ($3.14) a year ago; EPS up 7% on share repurchases.
Pathward Financial declares $0.05 per share cash dividend for Q2 FY2026
Dividend of $0.05 per share declared for second fiscal quarter 2026.
Pathward Financial shareholders elect three directors, approve Say-on-Pay at 2026 annual meeting
Elected directors: Douglas J. Hajek, Christopher Perretta, Kendall E. Stork with over 16M votes each.
Pathward Financial Q1 FY2026 net income $35.2M, EPS $1.57
Net income $35.2M, diluted EPS $1.57, vs $30.0M, $1.23 YoY.
Crowe dismissed as auditor effective Dec 23, 2025; KPMG appointed for fiscal year ending Sept 30, 2026.
Pathward Financial declares $0.05/share Q1 FY2026 cash dividend payable Jan 2, 2026
Cash dividend of $0.05 per share for first quarter fiscal 2026 declared.
Pathward Financial Q4 net income $38.8M ($1.69 EPS) vs $33.5M YoY; FY net income $185.9M
Q4 revenue $186.7M (+4% YoY); NIM 7.46% vs 7.32% YoY.
Pathward receives second Nasdaq notice for late 10-Q; must update compliance plan by Sep 10
Received Nasdaq notice on Aug 26, 2025 for failure to timely file Form 10-Q for June 30, 2025 quarter.
Pathward Financial declares $0.05 per share Q4 FY2025 dividend
Dividend of $0.05 per share declared for Q4 fiscal year 2025.
Pathward Financial Q3 net income $42.1M ($1.81 EPS), revenue up 4%; plans restatement
Net income $42.1M ($1.81 diluted EPS) vs $44.9M ($1.78) in Q3 FY24; total revenue $195.8M, +4% YoY.
Pathward Financial restates financials for FY2023-2024 and interim periods; cites accounting errors
Non-reliance on FY2023, FY2024, and interim periods through March 31, 2025; errors in gross vs. net basis accounting for third-party lending.
Nasdaq notice on May 22, 2025 for failure to timely file Form 10-Q for quarter ended March 31, 2025.
Pathward Financial declares $0.05 Q3 FY2025 cash dividend
Dividend of $0.05 per share declared for third quarter fiscal 2025.
Pathward Financial Q2 net income $74.3M ($3.11 EPS) vs $65.3M ($2.56) year ago; revenue up 6%
Total revenue $262.9M, up 6% YoY; NIM expanded 27bp to 6.50%.
Pathward Financial declares $0.05/share quarterly dividend
Cash dividend of $0.05 per share for Q2 fiscal 2025.
Pathward Financial annual meeting elects all four director nominees, approves say-on-pay
All four director nominees elected: Hoople (18.2M for), McCray (18.9M), Pharr (19.0M), Mehta (18.8M).
Net income $31.4M ($1.29 EPS) vs $27.7M ($1.06 EPS) a year ago; total revenue up 7% to $173.5M.
Pathward Financial declares $0.05/share cash dividend for Q1 FY2025
Cash dividend of $0.05 per share for first fiscal quarter 2025.
Completed sale of commercial insurance premium finance business for $603.3M cash on Oct 31, 2024.
Pathward extends closing date for premium finance business sale to Nov 1; gets $1M fee
Original close date of Oct 22, 2024 missed; parties now target Nov 1, 2024.
Pathward Q4 EPS $1.35, full-year EPS $6.62, above guidance high end
Q4 net income $33.6M ($1.35/diluted share) vs $35.9M ($1.36) YoY; revenue $167.9M, +4%.
Pathward Financial extends deadline for insurance premium finance sale to Oct 22
Closing extended to October 22, 2024; original outside termination date was October 1.
Pathward sells commercial insurance premium finance loan portfolio for $617M plus $31M premium
Pathward N.A. entered definitive agreement to sell its commercial insurance premium finance business to AFS IBEX Financial Services, LLC (Honor Capital subsidiary).
Pathward Financial declares $0.05/share cash dividend for Q4 fiscal 2024
Dividend of $0.05 per share for fourth fiscal quarter of 2024.
Pathward Q3 EPS $1.66, revenue $176.7M (+7% YoY), NIM expands to 6.56%
Net income $41.8M ($1.66 diluted EPS) vs $45.1M ($1.68) in prior-year Q3.
Pathward Financial posts investor presentation; no specific financial details provided
Filed under Item 7.01; presentation dated June 10, 2024 to be posted on pathwardfinancial.com.
Pathward Financial declares $0.05 per share cash dividend for Q3 fiscal 2024
Cash dividend of $0.05 per share declared for Q3 fiscal 2024.
GAAP net income $65.3M ($2.56 EPS) vs $54.8M ($1.99) prior year; adjusted EPS $2.18.
Pathward Financial declares $0.05 quarterly cash dividend, payable April 1, 2024
Q2 fiscal 2024 dividend of $0.05 per share declared.
Pathward appoints Neeraj Mehta to board; shareholders approve 2023 incentive plan
Neeraj Mehta appointed as independent director effective Feb. 27, 2024; serves on Audit and Governance committees.
Pathward Financial furnishes investor presentation with no material new information disclosed
Investor presentation dated Feb 13, 2024, to be posted on company website and used in meetings starting Feb 14.
Pathward Financial Q1 fiscal 2024 net income $27.7M ($1.06 EPS), revenue up 9%
Net income $27.7M ($1.06 diluted EPS) vs $27.8M ($0.98) prior year; revenue $162.8M (+9%).
Pathward Financial declares $0.05/share cash dividend for Q1 fiscal 2024
Cash dividend of $0.05 per share declared for first fiscal quarter 2024.
Investor presentation dated Nov 7, 2023, posted on company website and used in meetings starting Nov 8.
Pathward Financial Q4 net income $35.9M ($1.36 EPS); raises FY2024 guidance to $6.20-$6.70
Q4 net income $35.9M, EPS $1.36 vs $23.4M, $0.81 YoY; full year net income $163.6M, EPS $5.99 vs $156.4M, $5.26.
Pathward appoints Greg Sigrist as CFO, succeeding Glen Herrick retiring Dec 31, 2023
Greg Sigrist appointed EVP, CFO-designee effective Nov 1, 2023; becomes CFO after FY 2023 10-K filing.
Investor presentation dated September 6, 2023, furnished as Exhibit 99.1.
Pathward declares $0.05 dividend, authorizes new 7M-share buyback through 2028
Cash dividend of $0.05/share for Q4 FY2023, payable Oct 2, 2023 to holders of record as of Sep 12, 2023.
Net income $45.1M ($1.68 EPS) vs $22.4M ($0.76) YoY; revenue $165.2M, +31%.
Pathward Financial declares $0.05/share cash dividend for Q3 fiscal 2023
Dividend of $0.05 per share, payable July 3, 2023 to shareholders of record June 8, 2023.
Pathward Financial Q2 net income $54.8M, EPS $1.99; reaffirms FY2023 guidance
Net income $54.8M ($1.99 diluted EPS) vs $49.3M ($1.66) YoY; adjusted net income $60.3M ($2.18).
Pathward Financial CFO succession plan disrupted; Theisen on leave, Herrick remains
Sonja A. Theisen, Deputy CFO, commenced indefinite leave on March 21, 2023 due to personal family matter.
Pathward Financial declares $0.05/share cash dividend for Q2 fiscal 2023
Cash dividend of $0.05 per share declared for Q2 fiscal 2023.
Douglas J. Hajek and Kendall E. Stork elected as directors with over 20.2M votes each.
Pathward Financial appoints Christopher Perretta to Board of Directors
Christopher Perretta appointed as independent director effective Feb. 28, 2023.
Pathward Financial posts updated investor presentation; no material new disclosures
Investor presentation dated February 15, 2023 furnished under Regulation FD.
Pathward Financial Q1 GAAP EPS $0.98, raises FY2023 guidance to $5.55-$5.95
Net income $27.8M ($0.98 diluted EPS) vs $61.3M ($2.00) a year ago; adjusted EPS $0.81 vs $0.78.
On February 27, 2024, the Board of Directors (the “Board”) of Pathward Financial, Inc. (the “Company”) appointed Neeraj Mehta as a member of the Board, effective immediately.
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
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
Ms. Theisen will no longer be succeeding Mr. Herrick as CFO.
On February 28, 2023, the Board of Directors (the “Board”) of Pathward Financial, Inc. (the “Company”) appointed Christopher Perretta as a member of the Board, effective immediately.
On October 27, 2022, Pathward Financial, Inc. (the “Company”) announced that Sonja Theisen, Executive Vice President, Governance, Risk, and Compliance, will succeed Glen W. Herrick as Chief Financial Officer effective as of April 30, 2023.
On October 27, 2022, Pathward Financial, Inc. (the “Company”) announced that Sonja Theisen, Executive Vice President, Governance, Risk, and Compliance, will succeed Glen W. Herrick as Chief Financial Officer effective as of April 30, 2023.
has terminated Kia S. Tang, the Bank’s Executive Vice President, Chief People and Inclusion Officer, effective on May 6, 2022.
on September 1, 2021 the Board appointed Brett L. Pharr, 59, as Chief Executive Officer and Anthony M. Sharett, 44, as President of Meta Financial, and MetaBank’s Board appointed Mr. Pharr as the Chief Executive Officer and Mr. Sharett as President of MetaBank, effective as of October 1, 2021.
on September 1, 2021 the Board appointed Brett L. Pharr, 59, as Chief Executive Officer and Anthony M. Sharett, 44, as President of Meta Financial, and MetaBank’s Board appointed Mr. Pharr as the Chief Executive Officer and Mr. Sharett as President of MetaBank, effective as of October 1, 2021.
Bradley C. Hanson, President and Chief Executive Officer of the Meta Financial Group, Inc. ("Meta Financial") and Co-President and Chief Executive Officer of MetaBank, National Association, a wholly-owned subsidiary of the Company ("MetaBank", together with Meta Financial, the "Company") will retire from his positions at Meta Financial and MetaBank, including the Board of Directors of MetaBank ("MetaBank’s Board").
Max materiality 0.85 · Median 0.48 · Most common event dividend