Pathward Financial Files 8-K on Financials

Ticker: CASH · Form: 8-K · Filed: Oct 23, 2024 · CIK: 907471

Sentiment: neutral

Topics: financial-reporting, 8-k, company-update

TL;DR

Pathward Financial dropped an 8-K detailing its financial results. Check it out.

AI Summary

Pathward Financial, Inc. filed an 8-K on October 23, 2024, reporting on its results of operations and financial condition. The filing includes financial statements and exhibits, with the company previously known as Meta Financial Group Inc. and First Midwest Financial Inc.

Why It Matters

This filing provides crucial updates on Pathward Financial's financial performance and condition, which is essential for investors and stakeholders to assess the company's health and future prospects.

Risk Assessment

Risk Level: low — This is a routine financial filing (8-K) that reports on results of operations and financial condition, not indicating any immediate or unusual 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, and to provide Regulation FD disclosures and financial statements and exhibits.

When was this 8-K report filed?

This 8-K report was filed on October 23, 2024.

What were Pathward Financial's previous names?

Pathward Financial, Inc. was formerly known as Meta Financial Group Inc. and First Midwest Financial Inc.

In which state is Pathward Financial, Inc. incorporated?

Pathward Financial, Inc. is incorporated in Delaware.

What is the principal executive office address for Pathward Financial, Inc.?

The principal executive office address for Pathward Financial, Inc. is 5501 South Broadband Lane, Sioux Falls, South Dakota 57108.

Filing Stats: 711 words · 3 min read · ~2 pages · Grade level 10.9 · Accepted 2024-10-23 16:10:52

Filing Documents

02 Results of Operations and Financial Condition

Item 2.02 Results of Operations and Financial Condition. On October 23, 2024, the Registrant issued a press release announcing its results of operations and financial condition as of and for the three months and fiscal year ended September 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 fourth quarter of fiscal 2024. The Quarterly Investor Update slide presentation is dated October 23, 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 October 23, 2024 regarding the results of operations and financial condition. 99.2 Quarterly Investor Update slide presentation for the Fourth Quarter of Fiscal Year 2024, dated October 23, 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: October 23, 2024 By: /s/ Gregory A. Sigrist Gregory A. Sigrist Executive Vice President and Chief Financial Officer

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