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PATHWARD FINANCIAL INC. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and PATHWARD FINANCIAL INC.’s Form 8-K, filed 2025-02-26 (Item 5.07 on EDGAR). Page generated 02 October 2026.

9Reported items
276Asset managers
2,082Fund votes
2025-02-25Meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore PATHWARD FINANCIAL INC. in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by PATHWARD FINANCIAL INC.

These tallies are PATHWARD FINANCIAL INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-02-26 (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.

PATHWARD FINANCIAL INC. — official shareholder meeting results, meeting held 2025-02-25
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Elizabeth G. Hoople	18,243,838	--	--	932,935	1,837,473	Majority: yes
Elect Director: Ronald D. McCray	18,924,724	--	--	252,049	1,837,473	Majority: yes
Elect Director: Brett L. Pharr	18,982,723	--	--	194,050	1,837,473	Majority: yes
Elect Director: Neeraj K. Mehta	18,847,394	--	--	329,379	1,837,473	Majority: yes

Source: PATHWARD FINANCIAL INC., Form 8-K, filed with the SEC on 2025-02-26 — read the filing on EDGAR.

How asset managers voted at the PATHWARD FINANCIAL INC. 2024-2025 meeting

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. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of PATHWARD FINANCIAL INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. To approve, by a non-binding advisory vote, the compensation of our "named executive officers" (a Say-on-Pay vote).

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-02-25.

Combines 4 wordings of this item as funds reported it.

99% fund support · no official result

FOR 99%

The 263 asset managers below cast 99% of the shares they voted on this item FOR (22,428,334 for, 286,720 against).

FOR: 22,428,334 (98.7%)AGAINST: 286,720 (1.3%)ABSTAIN: 16,415 (0.1%)NOT VOTED: 1,634 (0.0%)

Largest asset managers voting on “To approve, by a non-binding advisory vote, the compensation of our "named executive officers" (a Say-on-Pay v” at PATHWARD FINANCIAL INC., 2024-2025
Asset manager	For	Against	Vote
Fidelity	4,814,410	0	For
BlackRock	3,070,669	0	For
State Street	2,460,377	0	For
Vanguard	1,794,859	0	For
Dimensional	1,376,858	0	For
American Century	1,266,620	0	For
GEODE CAPITAL MANAGEMENT, LLC	711,470	0	For
Charles Schwab	636,803	0	For
Nuveen	352,940	0	For
TIAA	351,899	0	For
Invesco	285,803	0	For
UBS	0	261,805	Against
Mawer Investment Management Ltd.	256,419	0	For
Northern Trust	249,492	0	For
PUBLIC SECTOR PENSION INVESTMENT BOARD	234,937	0	For
JPMorgan	211,722	0	For
SEI	197,569	0	For
Two Sigma	161,641	0	For
MELLON INVESTMENTS Corp	161,392	0	For
DRIEHAUS CAPITAL MANAGEMENT LLC	159,482	0	For
ETF Series Solutions	135,768	0	For
Exchange Place Advisors Trust	125,169	0	For
JUPITER ASSET MANAGEMENT LTD	123,586	0	For
PRINCIPAL GLOBAL INVESTORS	120,731	0	For
World Funds Trust	107,513	0	For

Showing the 25 largest of 263 asset managers. See all 263 in the interactive database.

2. Election of Directors: Elizabeth G. Hoople (3 year term)

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-02-25.

Combines 5 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%

FOR: 18,243,838WITHHELD: 932,935

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 2025-02-26 (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. Of all 23,845,526 outstanding shares: 77% for, 4% withheld (80% of the company cast a for/withheld vote).

The 89 asset managers below cast 100% of the shares they voted on this item FOR (12,262,866 for, 0 against).

FOR 98%

FOR: 12,262,866 (98.2%)ABSTAIN: 222,085 (1.8%)

Largest asset managers voting on “Election of Directors: Elizabeth G. Hoople (3 year term)” at PATHWARD FINANCIAL INC., 2024-2025
Asset manager	For	Abstain	Vote
Fidelity	2,660,156	0	For
BlackRock	2,602,588	0	For
Vanguard	1,728,535	0	For
Dimensional	1,252,845	0	For
State Street	941,245	173	For
American Century	624,379	0	For
TIAA	351,899	0	For
Charles Schwab	305,668	0	For
JPMorgan	207,122	0	For
ETF Series Solutions	135,768	0	For
Exchange Place Advisors Trust	125,169	0	For
World Funds Trust	107,513	0	For
SEI	81,627	0	For
BRIDGEWAY FUNDS INC	0	79,281	Abstain
Equitable	52,070	25,000	For
Invesco	0	65,282	Abstain
First Trust	56,904	0	For
Columbia Threadneedle	53,248	0	For
Jackson National	52,857	0	For
WisdomTree	52,784	0	For
AIG/SunAmerica	52,311	0	For
Brighthouse	49,838	2,070	For
Lincoln Financial	51,650	0	For
Virtus	43,704	0	For
QUANTITATIVE MASTER SERIES LLC	41,884	0	For

Showing the 25 largest of 89 asset managers. See all 89 in the interactive database.

3. Election of Directors: Ronald D. McCray (3 year term)

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-02-25.

Combines 6 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 18,924,724WITHHELD: 252,049

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 2025-02-26 (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. Of all 23,845,526 outstanding shares: 79% for, 1% withheld (80% of the company cast a for/withheld vote).

The 89 asset managers below cast 100% of the shares they voted on this item FOR (12,421,079 for, 0 against).

FOR 99.4%

FOR: 12,421,079 (99.5%)ABSTAIN: 63,872 (0.5%)

Largest asset managers voting on “Election of Directors: Ronald D. McCray (3 year term)” at PATHWARD FINANCIAL INC., 2024-2025
Asset manager	For	Abstain	Vote
Fidelity	2,660,156	0	For
BlackRock	2,602,588	0	For
Vanguard	1,728,535	0	For
Dimensional	1,252,845	0	For
State Street	941,304	114	For
American Century	624,379	0	For
TIAA	351,899	0	For
Charles Schwab	305,668	0	For
JPMorgan	207,122	0	For
ETF Series Solutions	135,768	0	For
Exchange Place Advisors Trust	125,169	0	For
World Funds Trust	107,513	0	For
SEI	81,627	0	For
BRIDGEWAY FUNDS INC	79,281	0	For
Equitable	52,070	25,000	For
Invesco	65,282	0	For
First Trust	56,904	0	For
Columbia Threadneedle	53,248	0	For
Jackson National	52,857	0	For
WisdomTree	52,784	0	For
AIG/SunAmerica	52,311	0	For
Brighthouse	49,838	2,070	For
Lincoln Financial	51,650	0	For
Virtus	43,704	0	For
QUANTITATIVE MASTER SERIES LLC	41,884	0	For

Showing the 25 largest of 89 asset managers. See all 89 in the interactive database.

4. Election of Directors: Brett L. Pharr (3 year term)

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-02-25.

Combines 5 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 18,982,723WITHHELD: 194,050

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 2025-02-26 (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. Of all 23,845,526 outstanding shares: 80% for, 0.9% withheld (80% of the company cast a for/withheld vote).

The 89 asset managers below cast 100% of the shares they voted on this item FOR (12,466,195 for, 0 against).

FOR 99.8%

FOR: 12,466,195 (99.8%)ABSTAIN: 18,756 (0.2%)

Largest asset managers voting on “Election of Directors: Brett L. Pharr (3 year term)” at PATHWARD FINANCIAL INC., 2024-2025
Asset manager	For	Abstain	Vote
Fidelity	2,660,156	0	For
BlackRock	2,602,588	0	For
Vanguard	1,728,535	0	For
Dimensional	1,252,845	0	For
State Street	941,304	114	For
American Century	624,379	0	For
TIAA	351,899	0	For
Charles Schwab	305,668	0	For
JPMorgan	207,122	0	For
ETF Series Solutions	135,768	0	For
Exchange Place Advisors Trust	125,169	0	For
World Funds Trust	107,513	0	For
SEI	81,627	0	For
BRIDGEWAY FUNDS INC	79,281	0	For
Equitable	77,070	0	For
Invesco	65,282	0	For
First Trust	56,904	0	For
Columbia Threadneedle	53,248	0	For
Jackson National	52,857	0	For
WisdomTree	52,784	0	For
AIG/SunAmerica	52,311	0	For
Brighthouse	49,838	2,070	For
Lincoln Financial	51,650	0	For
Virtus	43,704	0	For
QUANTITATIVE MASTER SERIES LLC	41,884	0	For

Showing the 25 largest of 89 asset managers. See all 89 in the interactive database.

5. Election of Directors: Neeraj K. Mehta (2 year term)

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-02-25.

Combines 5 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 18,847,394WITHHELD: 329,379

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 2025-02-26 (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. Of all 23,845,526 outstanding shares: 79% for, 1% withheld (80% of the company cast a for/withheld vote).

The 89 asset managers below cast 100% of the shares they voted on this item FOR (12,341,739 for, 0 against).

FOR 99%

FOR: 12,341,739 (98.9%)ABSTAIN: 143,212 (1.1%)

Largest asset managers voting on “Election of Directors: Neeraj K. Mehta (2 year term)” at PATHWARD FINANCIAL INC., 2024-2025
Asset manager	For	Abstain	Vote
Fidelity	2,660,156	0	For
BlackRock	2,602,588	0	For
Vanguard	1,728,535	0	For
Dimensional	1,252,845	0	For
State Street	941,245	173	For
American Century	624,379	0	For
TIAA	351,899	0	For
Charles Schwab	305,668	0	For
JPMorgan	207,122	0	For
ETF Series Solutions	135,768	0	For
Exchange Place Advisors Trust	125,169	0	For
World Funds Trust	107,513	0	For
SEI	81,627	0	For
BRIDGEWAY FUNDS INC	0	79,281	Abstain
Equitable	52,070	25,000	For
Invesco	65,282	0	For
First Trust	56,904	0	For
Columbia Threadneedle	53,248	0	For
Jackson National	52,857	0	For
WisdomTree	52,784	0	For
AIG/SunAmerica	52,311	0	For
Brighthouse	49,838	2,070	For
Lincoln Financial	51,650	0	For
Virtus	43,704	0	For
QUANTITATIVE MASTER SERIES LLC	41,884	0	For

Showing the 25 largest of 89 asset managers. See all 89 in the interactive database.

6. 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.

AUDIT-RELATED

Meeting held 2025-02-25.

Combines 3 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 89 asset managers below cast 99.9% of the shares they voted on this item FOR (12,578,591 for, 10,239 against).

FOR: 12,578,591 (99.9%)AGAINST: 10,239 (0.1%)ABSTAIN: 2,070 (0.0%)

Largest asset managers voting on “To ratify the appointment by the Board of Directors of the independent registered public accounting firm Crowe” at PATHWARD FINANCIAL INC., 2024-2025
Asset manager	For	Abstain	Vote
Fidelity	2,660,156	0	For
BlackRock	2,602,588	0	For
Vanguard	1,728,535	0	For
Dimensional	1,252,845	0	For
State Street	941,418	0	For
American Century	624,379	0	For
TIAA	351,899	0	For
Charles Schwab	305,668	0	For
JPMorgan	207,122	0	For
ETF Series Solutions	135,768	0	For
Nantahala Capital Management, LLC	127,555	0	For
Exchange Place Advisors Trust	125,169	0	For
World Funds Trust	107,513	0	For
SEI	81,627	0	For
BRIDGEWAY FUNDS INC	79,281	0	For
Equitable	77,070	0	For
Invesco	65,282	0	For
First Trust	56,904	0	For
Columbia Threadneedle	53,248	0	For
Jackson National	52,857	0	For
WisdomTree	52,784	0	For
AIG/SunAmerica	52,311	0	For
Brighthouse	49,838	2,070	For
Lincoln Financial	51,650	0	For
Virtus	43,704	0	For

Showing the 25 largest of 89 asset managers. See all 89 in the interactive database.

7. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-02-25.

100% fund support · no official result

FOR 100%

The 6 asset managers below cast 100% of the shares they voted on this item FOR (459,281 for, 0 against).

FOR: 459,281 (100.0%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at PATHWARD FINANCIAL INC., 2024-2025
Asset manager	For	Vote
JPMorgan	411,587	For
ALGERT GLOBAL LLC	24,547	For
Empower	21,378	For
CLEARWATER INVESTMENT TRUST	1,100	For
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma	627	For
Convergence Investment Partners, LLC	42	For

8. Ratify Crowe LLP as Auditors

AUDIT-RELATED

Meeting held 2025-02-25.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (22,478 for, 0 against).

FOR: 22,478 (100.0%)

Largest asset managers voting on “Ratify Crowe LLP as Auditors” at PATHWARD FINANCIAL INC., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
Empower	21,378	0	0	0	For
CLEARWATER INVESTMENT TRUST	1,100	0	0	0	For

9. To approve, by a non-binding advisory vote, the compensation of our "named executive officers" (a Say-on-Pay vote).

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2024-02-27 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (121 for, 0 against).

FOR: 121 (100.0%)

Largest asset managers voting on “To approve, by a non-binding advisory vote, the compensation of our "named executive officers" (a Say-on-Pay v” at PATHWARD FINANCIAL INC., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
COLDSTREAM CAPITAL MANAGEMENT INC	121	0	0	0	For
Echo45 Advisors LLC	0	0	0	0	--

Largest PATHWARD FINANCIAL INC. shareholders voting in 2024-2025

Ranked by the number of PATHWARD FINANCIAL INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 23,845,526 shares outstanding at the time of that meeting.

Top PATHWARD FINANCIAL INC. shareholders by shares voted, 2024-2025
#	Asset manager	% of shares outstanding
1	Fidelity	20.19%
2	BlackRock	12.88%
3	State Street	10.32%
4	Vanguard	7.53%
5	Dimensional	5.77%
6	American Century	5.31%
7	GEODE CAPITAL MANAGEMENT, LLC	2.98%
8	Charles Schwab	2.68%
9	Nuveen	1.48%
10	TIAA	1.48%

Reported PATHWARD FINANCIAL INC. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

PATHWARD FINANCIAL INC. beneficial owners on record for the 2024-2025 proxy season
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 2025-01-29 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, 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 2025-01-29. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At PATHWARD FINANCIAL INC.'s shareholder meeting held 2025-02-25, in the 2024-2025 proxy season, 276 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,082 separate fund positions. Their filings are grouped here into 9 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. PATHWARD FINANCIAL INC.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — To approve, by a non-binding advisory vote, the compensation of our "named executive officers"… — the reporting funds cast 99% of the shares they voted in favour (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). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.

PATHWARD FINANCIAL INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.