Pathward Financial Files 8-K on Operations

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

Sentiment: neutral

Topics: operations, financial-condition, filing

TL;DR

Pathward Financial dropped an 8-K on July 24th with operational and financial updates.

AI Summary

On July 24, 2024, Pathward Financial, Inc. filed an 8-K report detailing results of operations and financial condition. The filing also included Regulation FD disclosures and financial statements and exhibits. The company, formerly known as Meta Financial Group Inc., is incorporated in Delaware and headquartered in Sioux Falls, South Dakota.

Why It Matters

This filing provides crucial updates on Pathward Financial's operational and financial performance, offering insights for investors and stakeholders.

Risk Assessment

Risk Level: low — This is a routine filing providing operational and financial information, not indicating immediate significant risk.

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 the Results of Operations and Financial Condition of Pathward Financial, Inc., along with Regulation FD Disclosures and Financial Statements and Exhibits.

When was the earliest event reported in this filing?

The earliest event reported in this filing occurred on July 24, 2024.

What were Pathward Financial, Inc.'s former company names?

Pathward Financial, Inc. was formerly known as META FINANCIAL GROUP INC and FIRST MIDWEST FINANCIAL INC.

Where are Pathward Financial, Inc.'s principal executive offices located?

Pathward Financial, Inc.'s principal executive offices are located at 5501 South Broadband Lane, Sioux Falls, South Dakota 57108.

Under which SEC Act was this 8-K filed?

This 8-K was filed pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934.

Filing Stats: 710 words · 3 min read · ~2 pages · Grade level 10.8 · Accepted 2024-07-24 16:10:32

Filing Documents

02 Results of Operations and Financial Condition

Item 2.02 Results of Operations and Financial Condition. On July 24, 2024, the Registrant issued a press release announcing its results of operations and financial condition as of and for the three and nine months ended June 30, 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 third quarter of fiscal 2024. The Quarterly Investor Update slide presentation is dated July 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 July 24, 2024 regarding the results of operations and financial condition. 99.2 Quarterly Investor Update slide presentation for the Third Quarter of Fiscal Year 2024, dated July 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: July 24, 2024 By: /s/ Gregory A. Sigrist Gregory A. Sigrist Executive Vice President and Chief Financial Officer

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