Latest 10-Q

What changed in Pathward Financial, Inc.'s latest quarterly report, compared with the one before.

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Insider trades

Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.

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13F holders

Funds that report this stock, checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.

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Trades by members of Congress

Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.

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Executive-branch trades

6 trades

Trades in Pathward Financial, Inc. reported by the President, Cabinet members and other senior executive-branch officials. Amounts are ranges.Form 278-T is the periodic transaction report that senior executive-branch officials file with the Office of Government Ethics. They must report each trade over $1,000 within 30 days of being notified of it, and no later than 45 days after the trade. Amounts are ranges, not exact figures.

Recent executive-branch trades
The form has no ticker column. The asset is shown as the filer wrote it. We add a ticker link only when we could match the asset to a listed company.The form asks for a range, such as $1,001 - $15,000, not an exact amount. A line can be left blank when the filer's note says the amount was not more than $1,000.Report
Donald J Trump
President of the United States
PATHWARD FINL INC
read from scan
SaleJul 29, 2026$15,001 - $50,000Sep 8, 2026White House report ↗
Donald J Trump
President of the United States
PATHWARD FINL INC
read from scan
PurchaseJun 22, 2026$15,001 - $50,000Aug 12, 2026White House report ↗
Donald J Trump
President of the United States
PATHWARD FINL INC
read from scan
SaleMay 15, 2026$15,001 - $50,000Jun 25, 2026White House report ↗
Donald J Trump
President of the United States
PATHWARD FINL INC
read from scan
SaleApr 30, 2026$15,001 - $50,000Jun 25, 2026White House report ↗
Donald J Trump
President of the United States
PATHWARD FINL INC
read from scan
PurchaseMar 4, 2026$15,001 - $50,000May 8, 2026White House report ↗
All 6 trades in CASHFree to read. Amounts are ranges.

Lobbying

What Pathward Financial, Inc. and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.

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Bank financials at Pathward Financial, Inc.

Q2 2026

Deposits, loans past due, charge-offs and capital of the banks Pathward Financial, Inc. owns, from FDIC call reports

US bank subsidiaries Q2 2026: $7.3B in assets, $6.0B in deposits (12.7% uninsured), commercial real estate 1.6% of loans, common equity Tier 1 ratio 12.1%. 1 bank: PATHWARD NATIONAL ASSN.

Last 8 quarters

Bank financials of Pathward Financial, Inc. by quarter
QuarterAssetsTotal assets of the company's US bank subsidiaries at the end of the quarter.DepositsDomestic and foreign deposits of the banks at the end of the quarter.UninsuredThe FDIC's estimate of deposits above the insurance limit, as a share of insured plus uninsured deposits in domestic offices.CRE % loansConstruction, multifamily and nonfarm nonresidential real estate loans (owner-occupied included) as a share of total loans.Past dueLoans 30 or more days past due and still accruing, as a percent of total loans. Nonaccrual loans are shown separately.NonaccrualLoans the bank no longer accrues interest on, as a percent of total loans.Charge-offsThe quarter's net charge-offs times four, over period-end loans.CET1The banks' common equity Tier 1 capital ratio, averaged by assets. Lowest first.
Q2 2026$7.3B$6.0B12.74%1.64%4.00%4.91%1.23%12.05%
Q1 2026$7.1B$5.9B11.23%1.92%2.40%1.86%0.47%13.24%
Q4 2025$7.6B$6.4B10.80%1.47%1.65%1.91%-0.17%12.67%
Q3 2025$7.2B$5.9B11.07%1.61%1.43%1.68%3.82%13.23%
Q2 2025$7.2B$6.0B11.62%1.97%1.90%1.28%0.51%13.42%
Q1 2025$7.0B$5.8B11.94%2.00%1.24%0.80%0.57%14.25%
Q4 2024$7.6B$6.5B9.20%2.06%1.04%0.59%3.85%12.78%
Q3 2024$7.5B$5.9B10.95%2.22%1.16%0.55%2.99%13.12%

By loan type, Q2 2026

Past-due loans and charge-offs of Pathward Financial, Inc.'s banks by loan type
Loan typeLoansPast dueLoans 30 or more days past due and still accruing, as a percent of that loan type.NonaccrualCharge-offsThe quarter's net charge-offs times four, as a percent of that loan type.
Commercial real estate$86M21.74%0.48%0.00%
Commercial and industrial$4.8B3.04%5.24%1.41%
Other consumer$168M24.17%0.00%-2.04%

Against Q2 2025: uninsured share +1.12 pp; commercial real estate share of loans -0.33 pp; past due, all loans +2.09 pp; past due, commercial real estate +21.74 pp.

All listed banks ranked

Source: FDIC call reports (FDIC BankFind), quarter ended 2026-06-30. Figures are for the company's US bank subsidiaries as filed with the FDIC (a bank's call report covers the bank only). They are not the consolidated holding company, which can include large non-bank businesses.

Institutional ownership over time

How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.

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More filings and data

Each opens the table.

About the company

The basics from the company’s SEC registration.

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$75.35+$0.33 (+0.44%) Nov 13 close
Oct 13, 2026: $71.85Oct 14, 2026: $70.72Oct 15, 2026: $72.12Oct 16, 2026: $72.93Oct 19, 2026: $72.24Oct 20, 2026: $73.93Oct 21, 2026: $74.20Oct 22, 2026: $76.75Oct 23, 2026: $77.50Oct 26, 2026: $78.36Oct 27, 2026: $76.39Oct 28, 2026: $76.00Oct 29, 2026: $76.67Oct 30, 2026: $75.31Nov 2, 2026: $77.43Nov 3, 2026: $77.25Nov 4, 2026: $79.01Nov 5, 2026: $76.64Nov 6, 2026: $76.26Nov 9, 2026: $76.55Nov 10, 2026: $75.12Nov 11, 2026: $75.15Nov 12, 2026: $75.02Nov 13, 2026: $75.35
Oct 13, 2026Low $70.72 · High $79.01Nov 13, 2026
Aug 13, 2026: $86.13Aug 14, 2026: $86.67Aug 17, 2026: $85.39Aug 18, 2026: $84.64Aug 19, 2026: $83.71Aug 20, 2026: $83.97Aug 21, 2026: $83.68Aug 24, 2026: $82.99Aug 25, 2026: $83.59Aug 26, 2026: $81.99Aug 27, 2026: $81.55Aug 28, 2026: $81.50Aug 31, 2026: $81.46Sep 1, 2026: $80.34Sep 2, 2026: $81.84Sep 3, 2026: $82.77Sep 4, 2026: $83.19Sep 8, 2026: $81.06Sep 9, 2026: $79.10Sep 10, 2026: $79.18Sep 11, 2026: $78.62Sep 14, 2026: $78.78Sep 15, 2026: $79.42Sep 16, 2026: $78.45Sep 17, 2026: $77.48Sep 18, 2026: $76.17Sep 21, 2026: $75.90Sep 22, 2026: $74.56Sep 23, 2026: $73.27Sep 24, 2026: $73.50Sep 25, 2026: $73.80Sep 28, 2026: $72.29Sep 29, 2026: $71.57Sep 30, 2026: $71.14Oct 1, 2026: $73.72Oct 2, 2026: $73.96Oct 5, 2026: $73.42Oct 6, 2026: $73.06Oct 7, 2026: $71.14Oct 8, 2026: $72.09Oct 9, 2026: $71.87Oct 12, 2026: $72.28Oct 13, 2026: $71.85Oct 14, 2026: $70.72Oct 15, 2026: $72.12Oct 16, 2026: $72.93Oct 19, 2026: $72.24Oct 20, 2026: $73.93Oct 21, 2026: $74.20Oct 22, 2026: $76.75Oct 23, 2026: $77.50Oct 26, 2026: $78.36Oct 27, 2026: $76.39Oct 28, 2026: $76.00Oct 29, 2026: $76.67Oct 30, 2026: $75.31Nov 2, 2026: $77.43Nov 3, 2026: $77.25Nov 4, 2026: $79.01Nov 5, 2026: $76.64Nov 6, 2026: $76.26Nov 9, 2026: $76.55Nov 10, 2026: $75.12Nov 11, 2026: $75.15Nov 12, 2026: $75.02Nov 13, 2026: $75.35
Aug 13, 2026Low $70.72 · High $86.67Nov 13, 2026
Nov 13, 2025: $68.76Nov 14, 2025: $68.86Nov 17, 2025: $66.47Nov 18, 2025: $66.88Nov 19, 2025: $67.45Nov 20, 2025: $67.63Nov 21, 2025: $70.20Nov 24, 2025: $69.83Nov 25, 2025: $71.48Nov 26, 2025: $71.48Nov 28, 2025: $71.90Dec 1, 2025: $72.70Dec 2, 2025: $72.23Dec 3, 2025: $74.11Dec 4, 2025: $74.06Dec 5, 2025: $74.36Dec 8, 2025: $73.06Dec 9, 2025: $73.14Dec 10, 2025: $75.25Dec 11, 2025: $74.63Dec 12, 2025: $74.43Dec 15, 2025: $73.63Dec 16, 2025: $74.23Dec 17, 2025: $73.22Dec 18, 2025: $74.02Dec 19, 2025: $75.41Dec 22, 2025: $74.73Dec 23, 2025: $73.84Dec 24, 2025: $74.30Dec 26, 2025: $73.44Dec 29, 2025: $73.03Dec 30, 2025: $72.02Dec 31, 2025: $71.00Jan 2, 2026: $71.87Jan 5, 2026: $73.91Jan 6, 2026: $74.53Jan 7, 2026: $73.09Jan 8, 2026: $74.93Jan 9, 2026: $74.19Jan 12, 2026: $73.55Jan 13, 2026: $73.65Jan 14, 2026: $74.77Jan 15, 2026: $76.56Jan 16, 2026: $75.24Jan 20, 2026: $74.18Jan 21, 2026: $77.25Jan 22, 2026: $79.90Jan 23, 2026: $85.72Jan 26, 2026: $85.43Jan 27, 2026: $86.30Jan 28, 2026: $85.71Jan 29, 2026: $89.37Jan 30, 2026: $90.29Feb 2, 2026: $91.08Feb 3, 2026: $91.14Feb 4, 2026: $91.57Feb 5, 2026: $92.37Feb 6, 2026: $93.72Feb 9, 2026: $93.93Feb 10, 2026: $92.36Feb 11, 2026: $89.59Feb 12, 2026: $88.31Feb 13, 2026: $92.45Feb 17, 2026: $93.37Feb 18, 2026: $93.15Feb 19, 2026: $94.52Feb 20, 2026: $95.71Feb 23, 2026: $92.80Feb 24, 2026: $92.85Feb 25, 2026: $94.27Feb 26, 2026: $94.88Feb 27, 2026: $90.79Mar 2, 2026: $91.91Mar 3, 2026: $91.49Mar 4, 2026: $91.45Mar 5, 2026: $91.03Mar 6, 2026: $89.91Mar 9, 2026: $90.07Mar 10, 2026: $89.62Mar 11, 2026: $89.06Mar 12, 2026: $89.81Mar 13, 2026: $91.17Mar 16, 2026: $90.06Mar 17, 2026: $90.85Mar 18, 2026: $90.34Mar 19, 2026: $91.36Mar 20, 2026: $89.32Mar 23, 2026: $91.26Mar 24, 2026: $90.80Mar 25, 2026: $88.64Mar 26, 2026: $88.82Mar 27, 2026: $87.97Mar 30, 2026: $87.86Mar 31, 2026: $89.23Apr 1, 2026: $90.02Apr 2, 2026: $90.00Apr 6, 2026: $92.06Apr 7, 2026: $92.61Apr 8, 2026: $94.93Apr 9, 2026: $94.95Apr 10, 2026: $94.91Apr 13, 2026: $95.23Apr 14, 2026: $96.89Apr 15, 2026: $96.43Apr 16, 2026: $96.95Apr 17, 2026: $99.35Apr 20, 2026: $99.93Apr 21, 2026: $97.79Apr 22, 2026: $98.51Apr 23, 2026: $87.66Apr 24, 2026: $88.04Apr 27, 2026: $88.40Apr 28, 2026: $89.07Apr 29, 2026: $86.42Apr 30, 2026: $86.84May 1, 2026: $86.50May 4, 2026: $85.72May 5, 2026: $85.84May 6, 2026: $87.33May 7, 2026: $87.55May 8, 2026: $86.32May 11, 2026: $83.79May 12, 2026: $82.59May 13, 2026: $79.93May 14, 2026: $81.23May 15, 2026: $79.90May 18, 2026: $80.57May 19, 2026: $80.45May 20, 2026: $82.58May 21, 2026: $82.65May 22, 2026: $82.74May 26, 2026: $83.89May 27, 2026: $83.03May 28, 2026: $82.38May 29, 2026: $82.24Jun 1, 2026: $80.91Jun 2, 2026: $81.41Jun 3, 2026: $77.74Jun 4, 2026: $79.05Jun 5, 2026: $79.89Jun 8, 2026: $80.39Jun 9, 2026: $81.18Jun 10, 2026: $81.55Jun 11, 2026: $82.91Jun 12, 2026: $84.17Jun 15, 2026: $82.03Jun 16, 2026: $83.30Jun 17, 2026: $81.00Jun 18, 2026: $82.05Jun 22, 2026: $82.52Jun 23, 2026: $84.99Jun 24, 2026: $86.45Jun 25, 2026: $86.82Jun 26, 2026: $87.16Jun 29, 2026: $86.42Jun 30, 2026: $87.06Jul 1, 2026: $89.69Jul 2, 2026: $88.72Jul 6, 2026: $90.00Jul 7, 2026: $90.44Jul 8, 2026: $88.29Jul 9, 2026: $89.72Jul 10, 2026: $90.23Jul 13, 2026: $90.78Jul 14, 2026: $90.97Jul 15, 2026: $90.87Jul 16, 2026: $92.88Jul 17, 2026: $89.76Jul 20, 2026: $89.34Jul 21, 2026: $88.60Jul 22, 2026: $88.67Jul 23, 2026: $83.12Jul 24, 2026: $85.90Jul 27, 2026: $86.15Jul 28, 2026: $88.64Jul 29, 2026: $88.87Jul 30, 2026: $87.70Jul 31, 2026: $88.24Aug 3, 2026: $90.75Aug 4, 2026: $89.50Aug 5, 2026: $89.49Aug 6, 2026: $88.63Aug 7, 2026: $86.85Aug 10, 2026: $87.04Aug 11, 2026: $87.48Aug 12, 2026: $85.85Aug 13, 2026: $86.13Aug 14, 2026: $86.67Aug 17, 2026: $85.39Aug 18, 2026: $84.64Aug 19, 2026: $83.71Aug 20, 2026: $83.97Aug 21, 2026: $83.68Aug 24, 2026: $82.99Aug 25, 2026: $83.59Aug 26, 2026: $81.99Aug 27, 2026: $81.55Aug 28, 2026: $81.50Aug 31, 2026: $81.46Sep 1, 2026: $80.34Sep 2, 2026: $81.84Sep 3, 2026: $82.77Sep 4, 2026: $83.19Sep 8, 2026: $81.06Sep 9, 2026: $79.10Sep 10, 2026: $79.18Sep 11, 2026: $78.62Sep 14, 2026: $78.78Sep 15, 2026: $79.42Sep 16, 2026: $78.45Sep 17, 2026: $77.48Sep 18, 2026: $76.17Sep 21, 2026: $75.90Sep 22, 2026: $74.56Sep 23, 2026: $73.27Sep 24, 2026: $73.50Sep 25, 2026: $73.80Sep 28, 2026: $72.29Sep 29, 2026: $71.57Sep 30, 2026: $71.14Oct 1, 2026: $73.72Oct 2, 2026: $73.96Oct 5, 2026: $73.42Oct 6, 2026: $73.06Oct 7, 2026: $71.14Oct 8, 2026: $72.09Oct 9, 2026: $71.87Oct 12, 2026: $72.28Oct 13, 2026: $71.85Oct 14, 2026: $70.72Oct 15, 2026: $72.12Oct 16, 2026: $72.93Oct 19, 2026: $72.24Oct 20, 2026: $73.93Oct 21, 2026: $74.20Oct 22, 2026: $76.75Oct 23, 2026: $77.50Oct 26, 2026: $78.36Oct 27, 2026: $76.39Oct 28, 2026: $76.00Oct 29, 2026: $76.67Oct 30, 2026: $75.31Nov 2, 2026: $77.43Nov 3, 2026: $77.25Nov 4, 2026: $79.01Nov 5, 2026: $76.64Nov 6, 2026: $76.26Nov 9, 2026: $76.55Nov 10, 2026: $75.12Nov 11, 2026: $75.15Nov 12, 2026: $75.02Nov 13, 2026: $75.35
Nov 13, 2025Low $66.47 · High $99.93Nov 13, 2026
Congress purchase Congress sale Insider sale over $1M

Adjusted for stock splits; not for dividends. Where prices come from.

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