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Compiled from SEC Form N-PX filings and PATHWARD FINANCIAL INC.’s Form 8-K, filed February 26, 2025 (Item 5.07 on EDGAR). Page generated October 25, 2026.
Meeting of February 25, 2025: 6 items on PATHWARD FINANCIAL INC.’s Form 8-K, filed February 26, 2025: 6 without a stated outcome.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Explore PATHWARD FINANCIAL INC. in the interactive database Compare manager voting policies
These tallies are PATHWARD FINANCIAL INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed February 26, 2025 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Elizabeth G. Hoople | 18,243,838 | -- | -- | 932,935 | 1,837,473 | 95% | Not verified | — |
| Elect Director: Ronald D. McCray | 18,924,724 | -- | -- | 252,049 | 1,837,473 | 99% | Not verified | — |
| Elect Director: Brett L. Pharr | 18,982,723 | -- | -- | 194,050 | 1,837,473 | 99% | Not verified | — |
| Elect Director: Neeraj K. Mehta | 18,847,394 | -- | -- | 329,379 | 1,837,473 | 98% | Not verified | — |
| Proposal 2: To approve, by a non-binding advisory vote, the compensation of the Company's "named executive officers" (a "Say-on-Pay" vote), with 18,764,231 votes cast for, 377,838 votes cast against, 34,704 votes abstaining and 1,837,473 broker non-votes | 18,764,231 | 377,838 | 34,704 | -- | 1,837,473 | 98% | Not verified | — |
| 3. To ratify the appointment by the Board of Directors of independent registered public accounting firm Crowe LLP as the independent auditors of the Company's financial statements for the fiscal year ending September 30, 2025, with 20,868,637 | 20,868,637 | 133,781 | 11,828 | -- | -- | 99.3% | Not verified | — |
Source: PATHWARD FINANCIAL INC., Form 8-K, filed with the SEC on February 26, 2025 — read the filing on EDGAR.
Each item below shows how the 276 asset managers that disclosed a PATHWARD FINANCIAL INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 5 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Elizabeth G. Hoople (3 year term)
PATHWARD FINANCIAL INC.’s own tally for this item (“Elect Director: Elizabeth G. Hoople”): 18,243,838 for, 932,935 withheld, per its Form 8-K filed February 26, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 89 asset managers below reported 12,335,127 for, 205,513 withheld, 16,572 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 2,660,156 | 0 | 0 | 0 | For |
| BlackRock | 2,602,588 | 0 | 0 | 0 | For |
| Vanguard | 1,728,535 | 0 | 0 | 0 | For |
| Dimensional | 1,252,845 | 0 | 0 | 0 | For |
| State Street | 941,245 | 0 | 0 | 173 | For |
| American Century | 624,379 | 0 | 0 | 0 | For |
| TIAA | 351,899 | 0 | 0 | 0 | For |
| Charles Schwab | 305,668 | 0 | 0 | 0 | For |
| JPMorgan | 277,237 | 0 | 0 | 0 | For |
| ETF Series Solutions | 135,768 | 0 | 0 | 0 | For |
| Exchange Place Advisors Trust | 125,169 | 0 | 0 | 0 | For |
| World Funds Trust | 107,513 | 0 | 0 | 0 | For |
| SEI | 81,627 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 79,281 | Withhold |
| Equitable | 52,070 | 0 | 0 | 25,000 | Mixed |
| Invesco | 0 | 0 | 0 | 65,282 | Withhold |
| First Trust | 56,904 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 53,248 | 0 | 0 | 0 | For |
| Jackson National | 52,857 | 0 | 0 | 0 | For |
| WisdomTree | 52,784 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 52,311 | 0 | 0 | 0 | For |
| Brighthouse | 49,838 | 0 | 0 | 2,070 | For |
| Lincoln Financial | 51,650 | 0 | 0 | 0 | For |
| Virtus | 43,704 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 41,884 | 0 | 0 | 0 | For |
Showing the 25 largest of 89 asset managers. See all 89 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Ronald D. McCray (3 year term)
PATHWARD FINANCIAL INC.’s own tally for this item (“Elect Director: Ronald D. McCray”): 18,924,724 for, 252,049 withheld, per its Form 8-K filed February 26, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 89 asset managers below reported 12,493,340 for, 47,300 withheld, 16,572 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 2,660,156 | 0 | 0 | 0 | For |
| BlackRock | 2,602,588 | 0 | 0 | 0 | For |
| Vanguard | 1,728,535 | 0 | 0 | 0 | For |
| Dimensional | 1,252,845 | 0 | 0 | 0 | For |
| State Street | 941,304 | 0 | 0 | 114 | For |
| American Century | 624,379 | 0 | 0 | 0 | For |
| TIAA | 351,899 | 0 | 0 | 0 | For |
| Charles Schwab | 305,668 | 0 | 0 | 0 | For |
| JPMorgan | 277,237 | 0 | 0 | 0 | For |
| ETF Series Solutions | 135,768 | 0 | 0 | 0 | For |
| Exchange Place Advisors Trust | 125,169 | 0 | 0 | 0 | For |
| World Funds Trust | 107,513 | 0 | 0 | 0 | For |
| SEI | 81,627 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 79,281 | 0 | 0 | 0 | For |
| Equitable | 52,070 | 0 | 0 | 25,000 | Mixed |
| Invesco | 65,282 | 0 | 0 | 0 | For |
| First Trust | 56,904 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 53,248 | 0 | 0 | 0 | For |
| Jackson National | 52,857 | 0 | 0 | 0 | For |
| WisdomTree | 52,784 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 52,311 | 0 | 0 | 0 | For |
| Brighthouse | 49,838 | 0 | 0 | 2,070 | For |
| Lincoln Financial | 51,650 | 0 | 0 | 0 | For |
| Virtus | 43,704 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 41,884 | 0 | 0 | 0 | For |
Showing the 25 largest of 89 asset managers. See all 89 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Brett L. Pharr (3 year term)
PATHWARD FINANCIAL INC.’s own tally for this item (“Elect Director: Brett L. Pharr”): 18,982,723 for, 194,050 withheld, per its Form 8-K filed February 26, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 89 asset managers below reported 12,538,456 for, 2,184 withheld, 16,572 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 2,660,156 | 0 | 0 | 0 | For |
| BlackRock | 2,602,588 | 0 | 0 | 0 | For |
| Vanguard | 1,728,535 | 0 | 0 | 0 | For |
| Dimensional | 1,252,845 | 0 | 0 | 0 | For |
| State Street | 941,304 | 0 | 0 | 114 | For |
| American Century | 624,379 | 0 | 0 | 0 | For |
| TIAA | 351,899 | 0 | 0 | 0 | For |
| Charles Schwab | 305,668 | 0 | 0 | 0 | For |
| JPMorgan | 277,237 | 0 | 0 | 0 | For |
| ETF Series Solutions | 135,768 | 0 | 0 | 0 | For |
| Exchange Place Advisors Trust | 125,169 | 0 | 0 | 0 | For |
| World Funds Trust | 107,513 | 0 | 0 | 0 | For |
| SEI | 81,627 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 79,281 | 0 | 0 | 0 | For |
| Equitable | 77,070 | 0 | 0 | 0 | For |
| Invesco | 65,282 | 0 | 0 | 0 | For |
| First Trust | 56,904 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 53,248 | 0 | 0 | 0 | For |
| Jackson National | 52,857 | 0 | 0 | 0 | For |
| WisdomTree | 52,784 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 52,311 | 0 | 0 | 0 | For |
| Brighthouse | 49,838 | 0 | 0 | 2,070 | For |
| Lincoln Financial | 51,650 | 0 | 0 | 0 | For |
| Virtus | 43,704 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 41,884 | 0 | 0 | 0 | For |
Showing the 25 largest of 89 asset managers. See all 89 in the interactive database.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Neeraj K. Mehta (2 year term)
PATHWARD FINANCIAL INC.’s own tally for this item (“Elect Director: Neeraj K. Mehta”): 18,847,394 for, 329,379 withheld, per its Form 8-K filed February 26, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 89 asset managers below reported 12,414,000 for, 126,640 withheld, 16,572 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 2,660,156 | 0 | 0 | 0 | For |
| BlackRock | 2,602,588 | 0 | 0 | 0 | For |
| Vanguard | 1,728,535 | 0 | 0 | 0 | For |
| Dimensional | 1,252,845 | 0 | 0 | 0 | For |
| State Street | 941,245 | 0 | 0 | 173 | For |
| American Century | 624,379 | 0 | 0 | 0 | For |
| TIAA | 351,899 | 0 | 0 | 0 | For |
| Charles Schwab | 305,668 | 0 | 0 | 0 | For |
| JPMorgan | 277,237 | 0 | 0 | 0 | For |
| ETF Series Solutions | 135,768 | 0 | 0 | 0 | For |
| Exchange Place Advisors Trust | 125,169 | 0 | 0 | 0 | For |
| World Funds Trust | 107,513 | 0 | 0 | 0 | For |
| SEI | 81,627 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 79,281 | Withhold |
| Equitable | 52,070 | 0 | 0 | 25,000 | Mixed |
| Invesco | 65,282 | 0 | 0 | 0 | For |
| First Trust | 56,904 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 53,248 | 0 | 0 | 0 | For |
| Jackson National | 52,857 | 0 | 0 | 0 | For |
| WisdomTree | 52,784 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 52,311 | 0 | 0 | 0 | For |
| Brighthouse | 49,838 | 0 | 0 | 2,070 | For |
| Lincoln Financial | 51,650 | 0 | 0 | 0 | For |
| Virtus | 43,704 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 41,884 | 0 | 0 | 0 | For |
Showing the 25 largest of 89 asset managers. See all 89 in the interactive database.
Combines 8 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: To approve, by a non-binding advisory vote, the compensation of our "named executive officers" (a Say-on-Pay vote).
PATHWARD FINANCIAL INC.’s own tally for this item (“Proposal 2: To approve, by a non-binding advisory vote, the compensation of the Company's "named executive officers" (a "Say-on-Pay" vote), with 18,764,231 votes cast for, 377,838 votes cast against, 34,704 votes abstain”): 18,764,231 for, 377,838 against, per its Form 8-K filed February 26, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 2,660,156 | 0 | 0 | 0 | For |
| BlackRock | 2,602,588 | 0 | 0 | 0 | For |
| Vanguard | 1,728,535 | 0 | 0 | 0 | For |
| Dimensional | 1,252,845 | 0 | 0 | 0 | For |
| State Street | 941,418 | 0 | 0 | 0 | For |
| American Century | 624,379 | 0 | 0 | 0 | For |
| TIAA | 351,899 | 0 | 0 | 0 | For |
| Charles Schwab | 305,668 | 0 | 0 | 0 | For |
| JPMorgan | 277,237 | 0 | 0 | 0 | For |
| ETF Series Solutions | 135,768 | 0 | 0 | 0 | For |
| Exchange Place Advisors Trust | 125,169 | 0 | 0 | 0 | For |
| World Funds Trust | 107,513 | 0 | 0 | 0 | For |
| SEI | 81,627 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 79,281 | 0 | 0 | 0 | For |
| Equitable | 77,070 | 0 | 0 | 0 | For |
| Invesco | 65,282 | 0 | 0 | 0 | For |
| First Trust | 56,904 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 53,248 | 0 | 0 | 0 | For |
| Jackson National | 52,857 | 0 | 0 | 0 | For |
| WisdomTree | 52,784 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 52,311 | 0 | 0 | 0 | For |
| Brighthouse | 49,838 | 0 | 2,070 | 0 | For |
| Lincoln Financial | 51,650 | 0 | 0 | 0 | For |
| Virtus | 43,704 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 41,884 | 0 | 0 | 0 | For |
Fund voting reports, all 88 managers: 12,552,636 for, 2,503 against, 2,070 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 2,154,254 | 0 | 0 | 0 | For |
| State Street | 1,518,959 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 711,470 | 0 | 0 | 0 | For |
| American Century | 642,241 | 0 | 0 | 0 | For |
| BlackRock | 468,081 | 0 | 0 | 0 | For |
| JPMorgan | 416,187 | 0 | 0 | 0 | For |
| Nuveen | 352,940 | 0 | 0 | 0 | For |
| Charles Schwab | 331,135 | 0 | 0 | 0 | For |
| UBS | 0 | 261,805 | 0 | 0 | Against |
| Mawer Investment Management Ltd. | 256,419 | 0 | 0 | 0 | For |
| Northern Trust | 235,300 | 0 | 0 | 0 | For |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 234,937 | 0 | 0 | 0 | For |
| Invesco | 220,521 | 0 | 0 | 0 | For |
| Two Sigma | 161,641 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 161,392 | 0 | 0 | 0 | For |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 159,482 | 0 | 0 | 0 | For |
| Orchard Capital Management, LLC | 148,556 | 0 | 0 | 0 | For |
| Dimensional | 124,013 | 0 | 0 | 0 | For |
| JUPITER ASSET MANAGEMENT LTD | 123,586 | 0 | 0 | 0 | For |
| PRINCIPAL GLOBAL INVESTORS | 120,731 | 0 | 0 | 0 | For |
| SEI | 115,942 | 0 | 0 | 0 | For |
| MOODY ALDRICH PARTNERS LLC | 99,218 | 0 | 0 | 0 | For |
| STATE OF WISCONSIN INVESTMENT BOARD | 97,391 | 0 | 0 | 0 | For |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 84,688 | 0 | 0 | 0 | For |
| Eaton Vance | 82,069 | 0 | 0 | 0 | For |
Institutional-manager reports, all 214 managers: 10,565,944 for, 284,217 against, 14,345 abstained, 1,634 not voted. Showing the 25 largest; see all in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
Description as filed by funds: To ratify the appointment by the Board of Directors of the independent registered public accounting firm Crowe LLP as the independent auditors of Pathward Financial's financial statements for the fiscal year ending September 30, 2025.
PATHWARD FINANCIAL INC.’s own tally for this item (“3. To ratify the appointment by the Board of Directors of independent registered public accounting firm Crowe LLP as the independent auditors of the Company's financial statements for the fiscal year ending September 30,”): 20,868,637 for, 133,781 against, per its Form 8-K filed February 26, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.3% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 2,660,156 | 0 | 0 | 0 | For |
| BlackRock | 2,602,588 | 0 | 0 | 0 | For |
| Vanguard | 1,728,535 | 0 | 0 | 0 | For |
| Dimensional | 1,252,845 | 0 | 0 | 0 | For |
| State Street | 941,418 | 0 | 0 | 0 | For |
| American Century | 624,379 | 0 | 0 | 0 | For |
| TIAA | 351,899 | 0 | 0 | 0 | For |
| Charles Schwab | 305,668 | 0 | 0 | 0 | For |
| JPMorgan | 277,237 | 0 | 0 | 0 | For |
| ETF Series Solutions | 135,768 | 0 | 0 | 0 | For |
| Exchange Place Advisors Trust | 125,169 | 0 | 0 | 0 | For |
| World Funds Trust | 107,513 | 0 | 0 | 0 | For |
| SEI | 81,627 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 79,281 | 0 | 0 | 0 | For |
| Equitable | 77,070 | 0 | 0 | 0 | For |
| Invesco | 65,282 | 0 | 0 | 0 | For |
| First Trust | 56,904 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 53,248 | 0 | 0 | 0 | For |
| Jackson National | 52,857 | 0 | 0 | 0 | For |
| WisdomTree | 52,784 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 52,311 | 0 | 0 | 0 | For |
| Brighthouse | 49,838 | 0 | 2,070 | 0 | For |
| Lincoln Financial | 51,650 | 0 | 0 | 0 | For |
| Virtus | 43,704 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 41,884 | 0 | 0 | 0 | For |
Fund voting reports, all 88 managers: 12,544,900 for, 10,239 against, 2,070 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Nantahala Capital Management, LLC | 127,555 | 0 | 0 | 0 | For |
| Jackson Creek Investment Advisors LLC | 872 | 0 | 0 | 0 | For |
| Portside Wealth Group, LLC | 3 | 0 | 0 | 0 | For |
Institutional-manager reports, all 3 managers: 128,430 for.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 23,845,526 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 11.16% |
| 2 | BlackRock | 10.91% |
| 3 | Vanguard | 7.25% |
| 4 | Dimensional | 5.25% |
| 5 | State Street | 3.95% |
| 6 | American Century | 2.62% |
| 7 | TIAA | 1.48% |
| 8 | Charles Schwab | 1.28% |
| 9 | JPMorgan | 1.16% |
| 10 | ETF Series Solutions | 0.57% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 9.03% |
| 2 | State Street | 6.37% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 2.98% |
| 4 | American Century | 2.69% |
| 5 | BlackRock | 1.96% |
| 6 | JPMorgan | 1.75% |
| 7 | Nuveen | 1.48% |
| 8 | Charles Schwab | 1.40% |
| 9 | UBS | 1.10% |
| 10 | Mawer Investment Management Ltd. | 1.08% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock, Inc. | 15.38% | DEF14A |
| FMR LLC | 8.61% | DEF14A |
| The Vanguard Group, Inc. | 7.83% | DEF14A |
| STATE STREET CORPORATION | 5.43% | 13G |
| American Century Investment Management, Inc. | 4.98% | 13G |
| Dimensional Fund Advisors LP | 4.59% | 13G |
| Geode Capital | 3.00% | 13F |
| JPMorgan Chase | 1.89% | 13F |
| Morgan Stanley | 1.77% | 13F |
| Nuveen | 1.61% | 13F |
Percentages above are of 23,845,526 shares outstanding, as reported by PATHWARD FINANCIAL INC. on its Form 10-Q dated January 29, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from PATHWARD FINANCIAL INC.’s 10-Q dated January 29, 2025. This page is a static snapshot rebuilt weekly on October 25, 2026; a live search always shows the current data.
At PATHWARD FINANCIAL INC.'s shareholder meeting held February 25, 2025, in the 2024-2025 proxy season, 276 asset managers reported how they voted on 6 ballot items in their SEC Form N-PX filings, covering 2,091 separate fund positions. On the most widely held item on that ballot — To approve, by a non-binding advisory vote, the compensation of our "named executive officers"… — FOR was 98% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: PATHWARD FINANCIAL INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on February 26, 2025.
PATHWARD FINANCIAL INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.
Download data (CSV): ballot items · votes by manager · column guide.