Home / Auditor changes / PATHWARD FINANCIAL, INC.

3/5PATHWARD FINANCIAL, INC. (CASH): Auditor change

Filed 2025-12-30 路 Form 8-K 路 Accession 0000907471-25-000118 small

Market data

Price before filing: $72.9 (2025-12-29 close, split/dividend-adjusted)
Market cap at flag: $1.61B (2025-12-30) 路 Latest: $1.58B (2026-10-16)

What happened next

WindowCASHSPYvs SPY
30 days+22.4%+0.9%+21.5%2026-01-29
90 days+20.4%-7.9%+28.2%2026-03-30
180 days+18.5%+8.3%+10.2%2026-06-29

Return from the last close before the filing date to the first close on/after the window end. Pending windows have not fully elapsed. Past performance says nothing certain about the future.

Insider trading around this filing

90 days before the flag: 4 insiders sold $1.6M (4 sales)
30 days after: none reported.

DateInsiderTypeSharesPriceValue10b5-1 planSource
2025-10-24Dombrowski Nadia
Chief Legal and Admin Officer
Sale5,000$71.46$357KnoForm 4
2025-10-24Sharett Anthony M.
President
Sale11,500$71.55$823KnoForm 4
2025-10-28Mehta Neeraj
Director
Sale2,500$69.34$173KnoForm 4
2025-10-31Hajek Douglas J.
Director
Sale3,000$68.11$204KnoForm 4
2025-12-30: red flag filed

Open-market purchases and sales (Form 4 codes P and S) by officers, directors and 10% owners, by transaction date, from 2025-10-01 to 2026-01-29. Excludes option exercises, grants, gifts and tax withholding. Amended filings replace the originals; joint filings count once. Foreign private issuers do not file Form 4. Many insider sales are pre-scheduled (10b5-1 plans) and are not by themselves a sign of wrongdoing.

Verified excerpt

"Following that process, on December 23, 2025, KPMG LLP ("KPMG") was appointed to serve as the Company's independent registered public accounting firm for the fiscal year ending September 30, 2026."

Quoted from the filing. Source

What this means

The company changed its outside auditor (8-K Item 4.01). A dismissal or resignation, especially near an annual report or with reported disagreements, is a warning sign. Changes caused by audit firms merging are usually routine.

Type: dismissed
Disagreements reported: no
Former auditor: Crowe LLP · New auditor: KPMG LLP

Read the original filing on SEC.gov →

Not investment advice. Automated summary; verify against the filing.

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