Pathward Financial Files 8-K

Ticker: CASH · Form: 8-K · Filed: Jun 10, 2024 · CIK: 907471

Sentiment: neutral

Topics: regulatory-filing, financial-statements

TL;DR

Pathward Financial filed an 8-K, mostly routine stuff, check exhibits for details.

AI Summary

On June 10, 2024, Pathward Financial, Inc. filed an 8-K report. The filing primarily concerns Regulation FD disclosures and financial statements/exhibits. No specific financial figures or significant events were detailed in the provided excerpt, but it indicates a routine regulatory filing.

Why It Matters

This filing serves as a public record of Pathward Financial's regulatory compliance and provides access to financial information and exhibits for investors and analysts.

Risk Assessment

Risk Level: low — The filing is a standard 8-K for regulatory purposes and does not appear to contain any new material adverse information.

Key Players & Entities

FAQ

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

The primary purpose of this 8-K filing is for Regulation FD Disclosure and to report Financial Statements and Exhibits.

When was the earliest event reported in this filing?

The earliest event reported in this filing was on June 10, 2024.

What is Pathward Financial, Inc.'s state of incorporation?

Pathward Financial, Inc. is incorporated in Delaware.

What is the IRS Employer Identification Number for Pathward Financial, Inc.?

The IRS Employer Identification Number for Pathward Financial, Inc. is 42-1406262.

What were Pathward Financial's former company names?

Pathward Financial's former company names were META FINANCIAL GROUP INC and FIRST MIDWEST FINANCIAL INC.

Filing Stats: 579 words · 2 min read · ~2 pages · Grade level 11.2 · Accepted 2024-06-10 16:15:27

Filing Documents

01 Regulation FD Disclosure

Item 7.01 Regulation FD Disclosure. Pathward Financial, Inc. has prepared an investor presentation concerning its business, operations, performance and other matters that it intends to post on its website, www.pathwardfinancial.com, as well as to use in connection with meetings with and presentations to current and potential investors and other interested parties commencing on June 12, 2024. A copy of the investor presentation is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. The information furnished in this Item 7.01, including Exhibit 99.1 hereto, shall not be deemed "filed" for purposes of Section 18 of the Securities and Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filings under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing. The investor presentation contains forward-looking statements that involve certain risks and uncertainties that could cause actual results to differ materially from those expressed or implied by these statements. Please refer to the cautionary notes in the investor presentation regarding these forward-looking statements.

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits. (d) Exhibits. Exhibit Number Description of Exhibit 99.1 Investor Presentation dated June 10, 2024. 104 Cover Page Interactive Data File (the cover page iXBRL tags are 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: June 10, 2024 By: /s/ Gregory A. Sigrist Gregory A. Sigrist Executive Vice President and Chief Financial Officer

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