Company Pathward Financial, Inc.

Equities

CASH

US59100U1088

Banks

Real-time Estimate Cboe BZX 12:06:35 2024-04-26 pm EDT 5-day change 1st Jan Change
52.61 USD -0.59% Intraday chart for Pathward Financial, Inc. +3.82% -1.16%

Business Summary

Pathward Financial, Inc. is a financial holding company. The Company's subsidiary is Pathward, National Association (the Bank). The Bank operates through three segments: Consumer, Commercial, and Corporate Services/Other. The Consumer segment includes the banking as a service (BaaS) business line, which collaborates with partners to navigate payment and lending needs. The Bank's capabilities range from prepaid cards and deposit accounts to payment processing and consumer lending. The Bank offers a variety of installment and revolving consumer lending products through its credit solutions. The Commercial segment offers a variety of products through its working capital, equipment finance, structured finance and insurance premium finance lending solutions. The Corporate Services/Other segment includes certain shared services as well as treasury related functions, such as the investment portfolio, warehouse finance, wholesale deposit, and borrowings.

Number of employees: 1,199

Sales per Business

USD in Million2022Weight2023Weight Delta
Consumer
55.1 %
288 47.8 % 388 55.1 % +34.85%
Commercial
37.1 %
256 42.5 % 261 37.1 % +2.22%
Corporate Services/Other
7.9 %
58 9.6 % 55 7.9 % -4.46%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
601 100.0 % 704 100.0 % +17.19%

Managers

Managers TitleAgeSince
Chief Executive Officer 62 19-01-31
President 47 19-09-24
Director of Finance/CFO 57 23-09-29
Chief Tech/Sci/R&D Officer 54 20-02-29
Chief Administrative Officer 62 21-12-31
Investor Relations Contact - -
Comptroller/Controller/Auditor 41 14-12-31
Corporate Officer/Principal 62 13-02-28

Members of the board

Members of the board TitleAgeSince
Chairman 59 16-09-26
Director/Board Member 65 14-10-26
Director/Board Member 66 21-02-22
Director/Board Member 66 23-02-27
Director/Board Member 65 21-02-22
Director/Board Member 70 16-06-26
Director/Board Member 53 Feb. 27
Director/Board Member 74 13-11-12
Chief Executive Officer 62 19-01-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 25,489,104 25,104,261 ( 98.49 %) 111,118 ( 0.4359 %) 98.49 %

Shareholders

NameEquities%Valuation
BlackRock Advisors LLC
14.37 %
3,662,130 14.37 % 185 M $
Vanguard Fiduciary Trust Co.
8.120 %
2,069,764 8.120 % 104 M $
Fidelity Management & Research Co. LLC
6.859 %
1,748,330 6.859 % 88 M $
Goldman Sachs Asset Management LP
6.212 %
1,583,602 6.212 % 80 M $
Dimensional Fund Advisors LP
5.995 %
1,528,223 5.995 % 77 M $
1,280,397 5.023 % 65 M $
Nantahala Capital Management LLC
4.158 %
1,059,866 4.158 % 54 M $
Geode Capital Management LLC
2.495 %
635,868 2.495 % 32 M $
JPMorgan Investment Management, Inc.
2.241 %
571,339 2.241 % 29 M $
Philosophy Capital Management LLC
1.718 %
437,906 1.718 % 22 M $

Company contact information

Pathward Financial, Inc.

5501 South Broadband Lane

57108-2253, Sioux Falls

+877 497 7497

http://www.pathward.com
address Pathward Financial, Inc.(CASH)

Group companies

NameCategory and Sector
Regional Banks
  1. Stock Market
  2. Equities
  3. CASH Stock
  4. Company Pathward Financial, Inc.