Pathward Financial Files 8-K with Financial Updates

Ticker: CASH · Form: 8-K · Filed: Apr 24, 2024 · CIK: 907471

Sentiment: neutral

Topics: financial-results, sec-filing

Related Tickers: PATH

TL;DR

PATHWARD FINANCIAL (PATH) dropped an 8-K on 4/24 detailing financials. Check it out.

AI Summary

On April 24, 2024, Pathward Financial, Inc. filed an 8-K report detailing its financial results and other relevant information. The filing includes financial statements and exhibits, providing insights into the company's operational and financial condition.

Why It Matters

This filing provides investors and stakeholders with crucial, up-to-date information on Pathward Financial's performance and financial standing.

Risk Assessment

Risk Level: low — This is a routine 8-K filing providing financial information and does not indicate any unusual or heightened risks.

Key Players & Entities

FAQ

What is the primary purpose of this 8-K filing?

The primary purpose of this 8-K filing is to report on Pathward Financial, Inc.'s Results of Operations and Financial Condition, Regulation FD Disclosure, and Financial Statements and Exhibits as of April 24, 2024.

What is the company's ticker symbol?

The filing does not explicitly state the ticker symbol, but the company name is Pathward Financial, Inc.

When was the company incorporated?

The company was incorporated in Delaware.

What is the company's IRS Employer Identification Number?

The company's IRS Employer Identification Number is 42-1406262.

What were the former names of the company?

The company was formerly known as META FINANCIAL GROUP INC and FIRST MIDWEST FINANCIAL INC.

Filing Stats: 710 words · 3 min read · ~2 pages · Grade level 10.8 · Accepted 2024-04-24 16:11:27

Filing Documents

02 Results of Operations and Financial Condition

Item 2.02 Results of Operations and Financial Condition. On April 24, 2024, the Registrant issued a press release announcing its results of operations and financial condition as of and for the three and six months ended March 31, 2024. A copy of the press release is attached as Exhibit 99.1 to this report and is incorporated into this Item 2.02 by reference. The information in this Item 2.02, including Exhibit 99.1, shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities thereof, nor shall it be deemed to be incorporated by reference in any filing under the Exchange Act or under the Securities Act of 1933, as amended (the "Securities Act"), except to the extent specifically provided in any such filing.

01 Regulation FD Disclosure

Item 7.01 Regulation FD Disclosure. Information is being furnished herein in Exhibit 99.2 with respect to the Quarterly Investor Update slide presentation prepared for use in connection with the Company's conference call and earnings webcast for the second quarter of fiscal 2024. The Quarterly Investor Update slide presentation is dated April 24, 2024 and the Company does not undertake to update the materials after that date. This presentation is also available under the Presentations link in the Investor Relations - Events & Presentations section of the Company's website at https://pathwardfinancial.com. The information in this Item 7.01, including Exhibit 99.2, shall not be deemed to be "filed" for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities thereof, nor shall it be deemed to be incorporated by reference in any filing under the Exchange Act or under the Securities Act, except to the extent specifically provided in any such filing.

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits. (d) Exhibits Exhibit Number Description of Exhibit 99.1 Press Release of Pathward Financial, Inc., dated April 24, 2024 regarding the results of operations and financial condition. 99.2 Quarterly Investor Update slide presentation for the Second Quarter of Fiscal Year 2024, dated April 24, 2024, prepared for use with the Press Release. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. PATHWARD FINANCIAL, INC. Date: April 24, 2024 By: /s/ Gregory A. Sigrist Gregory A. Sigrist Executive Vice President and Chief Financial Officer

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