A statement of changes in beneficial ownership for Pathward Financial, Inc. (NASDAQ:CASH) was filed on September 8, 2026, disclosing that director Neeraj Mehta acquired 400 shares of common stock on September 4, 2026, under the company's 2023 Omnibus Incentive Plan.

Key Highlights

  • Reporting person: Neeraj Mehta, identified as a Director of Pathward Financial, Inc.
  • Transaction date: September 4, 2026, with the filing submitted on September 8, 2026.
  • Shares acquired: 400 shares of common stock, coded as an acquisition (A) at a price of $0.
  • Award source: The shares were granted pursuant to the company's 2023 Omnibus Incentive Plan, per the filing's explanation of responses.
  • Post-transaction ownership: Mehta directly holds 4,450 shares of Pathward Financial common stock following the transaction.

Director Share Award at Pathward Financial Under 2023 Incentive Plan

According to the filing, Neeraj Mehta, a director of Pathward Financial, Inc., received 400 shares of the company's common stock on September 4, 2026. The transaction was coded "A," indicating an acquisition, and the price recorded was $0, consistent with an equity award rather than an open-market purchase. The filing notes that the award was made pursuant to the company's 2023 Omnibus Incentive Plan, which the company has established for equity-based compensation.

Pathward Financial, Inc., which trades on NASDAQ under the ticker CASH, is the issuer named in the filing. Following the reported transaction, Mehta's direct beneficial ownership of Pathward Financial common stock totals 4,450 shares, as disclosed in Table I of the filing. The filing was signed by Evan Mortenson as attorney-in-fact on September 8, 2026, and was submitted by one reporting person. No derivative securities transactions were reported in Table II of the filing.

What Was Disclosed

The filing disclosed that director Neeraj Mehta acquired 400 shares of Pathward Financial common stock at $0 on September 4, 2026, under the 2023 Omnibus Incentive Plan, bringing his total direct beneficial ownership to 4,450 shares.