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Pathward Financial, Inc. 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings and Pathward Financial, Inc.’s Form 8-K, filed 2026-02-25 (Item 5.07 on EDGAR). Page generated 04 October 2026.

12Reported items
302Asset managers
2,307Fund votes
2026-02-24Meeting date

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

Explore Pathward Financial, Inc. in the interactive database Compare manager voting policies

Official 2025-2026 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 2026-02-25 (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 2026-02-24
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Douglas J. Hajek	16,494,625	--	--	586,470	2,117,041	Majority: yes
Elect Director: Christopher Perretta	16,069,806	--	--	1,011,289	2,117,041	Majority: yes
Elect Director: Kendall E. Stork	16,032,346	--	--	1,048,749	2,117,041	Majority: yes

Source: Pathward Financial, Inc., Form 8-K, filed with the SEC on 2026-02-25 — read the filing on EDGAR.

How asset managers voted at the Pathward Financial, Inc. 2025-2026 meeting

Each item below shows how the 302 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

Combines 6 wordings of this item as funds reported it.

97% fund support · no official result

FOR 97%

The 288 asset managers below cast 97% of the shares they voted on this item FOR (17,811,741 for, 544,962 against).

FOR: 17,811,741 (96.9%)AGAINST: 544,962 (3.0%)ABSTAIN: 18,222 (0.1%)NOT VOTED: 1,610 (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., 2025-2026
Asset manager	For	Against	Vote
Fidelity	3,879,373	0	For
BlackRock	3,056,200	0	For
American Century	2,167,553	0	For
Vanguard	1,584,040	2	For
GEODE CAPITAL MANAGEMENT, LLC	692,851	0	For
Dimensional	605,022	0	For
Charles Schwab	522,250	0	For
Invesco	407,054	0	For
Mawer Investment Management Ltd.	0	310,623	Against
Northern Trust	235,190	0	For
NEUMEIER POMA INVESTMENT COUNSEL LLC	204,265	0	For
Nuveen	193,928	0	For
TIAA	191,466	0	For
Allspring	167,649	0	For
Clearbridge Investments, LLC	155,250	0	For
ETF Series Solutions	142,729	0	For
MELLON INVESTMENTS Corp	142,464	0	For
Legg Mason	132,803	0	For
UBS	116,011	0	For
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	113,084	0	For
PRINCIPAL GLOBAL INVESTORS	108,900	0	For
DE Shaw	100,335	0	For
PUBLIC SECTOR PENSION INVESTMENT BOARD	97,117	0	For
World Funds Trust	95,243	0	For
DWS	92,628	0	For

Showing the 25 largest of 288 asset managers. See all 288 in the interactive database.

2. To recommend, by a non-binding advisory vote, the frequency of future advisory votes on the compensation of our "named executive officers" (a Say-on-Pay Frequency vote).

SECTION 14A SAY-ON-PAY VOTES

Combines 7 wordings of this item as funds reported it.

100% fund support · no official result

ONE YEAR 66%1 YEAR 30%

The 288 asset managers below cast 100% of the shares they voted on this item FOR (81,612 for, 0 against).

FOR: 81,612 (0.4%)ABSTAIN: 17,806 (0.1%)ONE YEAR: 12,142,015 (66.1%)1 YEAR: 5,440,422 (29.6%)THREE YEARS: 614,804 (3.3%)3 YEARS: 38,431 (0.2%)1-YEAR: 23,288 (0.1%)NOT VOTED: 1,610 (0.0%)1.0: 45 (0.0%)TWO YEARS: 27 (0.0%)3.0: 4 (0.0%)

Largest asset managers voting on “To recommend, by a non-binding advisory vote, the frequency of future advisory votes on the compensation of ou” at Pathward Financial, Inc., 2025-2026
Asset manager	For	Against	Abstain	Withheld	Vote
Fidelity	0	0	0	0	One Year
BlackRock	0	0	0	0	1 Year
American Century	0	0	0	0	One Year
Vanguard	0	0	0	0	One Year
GEODE CAPITAL MANAGEMENT, LLC	0	0	0	0	One Year
Dimensional	0	0	0	0	Three Years
Charles Schwab	0	0	0	0	1 Year
Invesco	0	0	0	0	One Year
Mawer Investment Management Ltd.	0	0	0	0	One Year
Northern Trust	0	0	0	0	1 Year
NEUMEIER POMA INVESTMENT COUNSEL LLC	0	0	0	0	1 Year
Nuveen	0	0	0	0	One Year
TIAA	0	0	0	0	One Year
Allspring	0	0	0	0	One Year
Clearbridge Investments, LLC	0	0	0	0	One Year
ETF Series Solutions	0	0	0	0	1 Year
MELLON INVESTMENTS Corp	0	0	0	0	One Year
Legg Mason	0	0	0	0	One Year
UBS	0	0	0	0	One Year
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0	0	0	0	1 Year
PRINCIPAL GLOBAL INVESTORS	0	0	0	0	One Year
DE Shaw	0	0	0	0	One Year
PUBLIC SECTOR PENSION INVESTMENT BOARD	0	0	0	0	One Year
World Funds Trust	0	0	0	0	1 Year
DWS	0	0	0	0	One Year

Showing the 25 largest of 288 asset managers. See all 288 in the interactive database.

3. TO RATIFY THE APPOINTMENT BY THE BOARD OF DIRECTORS OF THE INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM KPMG LLP AS THE INDEPENDENT AUDITORS OF PATHWARD FINANCIAL'S FINANCIAL STATEMENTS FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2026.

AUDIT-RELATED

Combines 2 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.8%

The 80 asset managers below cast 99.9% of the shares they voted on this item FOR (9,537,248 for, 9,078 against).

FOR: 9,537,248 (99.9%)AGAINST: 9,078 (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 KPMG ” at Pathward Financial, Inc., 2025-2026
Asset manager	For	Against	Abstain	Vote
BlackRock	2,429,009	0	0	For
Fidelity	2,179,523	0	0	For
Vanguard	1,404,002	1	0	For
American Century	993,916	0	0	For
Dimensional	482,204	0	0	For
Charles Schwab	247,556	0	0	For
Invesco	196,762	0	0	For
TIAA	191,409	0	0	For
ETF Series Solutions	142,729	0	0	For
Legg Mason	132,803	0	0	For
World Funds Trust	95,243	0	0	For
DWS	92,189	0	0	For
Bridge Builder Trust	73,414	0	0	For
First Trust	59,010	0	0	For
Equitable	56,061	0	0	For
Lincoln Financial	45,713	0	0	For
WisdomTree	43,595	0	0	For
Meeder Funds	43,033	0	0	For
Jackson National	42,531	0	0	For
QUANTITATIVE MASTER SERIES LLC	37,126	0	0	For
Columbia Threadneedle	37,021	0	0	For
Voya	36,595	0	0	For
AMERICAN BEACON FUNDS	32,480	0	0	For
Northern Trust	30,603	0	0	For
Brighthouse	25,837	0	2,070	For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

4. Election of Directors: Christopher Perretta

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

94% Majority: yes · of votes cast

FOR 94%

FOR: 16,069,806WITHHELD: 1,011,289

Pathward Financial, Inc.’s own tally for this item (“Elect Director: Christopher Perretta”): 16,069,806 for, 1,011,289 withheld, per its Form 8-K filed 2026-02-25 (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 21,763,685 outstanding shares: 74% for, 5% withheld (78% of the company cast a for/withheld vote).

The 80 asset managers below cast 100% of the shares they voted on this item FOR (9,438,779 for, 0 against).

FOR 97%

FOR: 9,438,779 (97.3%)ABSTAIN: 257,672 (2.7%)

Largest asset managers voting on “Election of Directors: Christopher Perretta” at Pathward Financial, Inc., 2025-2026
Asset manager	For	Abstain	Vote
BlackRock	2,429,009	0	For
Fidelity	2,179,523	0	For
Vanguard	1,401,882	2,121	For
American Century	993,916	0	For
Dimensional	482,204	0	For
Charles Schwab	247,556	0	For
Invesco	0	196,762	Abstain
TIAA	191,409	0	For
JPMorgan	176,826	0	For
ETF Series Solutions	142,729	0	For
Legg Mason	132,803	0	For
World Funds Trust	95,243	0	For
DWS	92,189	0	For
Bridge Builder Trust	73,414	0	For
First Trust	59,010	0	For
Equitable	39,651	16,410	For
Lincoln Financial	45,713	0	For
WisdomTree	43,595	0	For
Jackson National	42,531	0	For
QUANTITATIVE MASTER SERIES LLC	37,126	0	For
Columbia Threadneedle	37,021	0	For
Voya	36,595	0	For
AMERICAN BEACON FUNDS	32,480	0	For
Northern Trust	0	30,603	Abstain
Brighthouse	25,837	2,070	For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

5. Election of Directors: Douglas J. Hajek

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 16,494,625WITHHELD: 586,470

Pathward Financial, Inc.’s own tally for this item (“Elect Director: Douglas J. Hajek”): 16,494,625 for, 586,470 withheld, per its Form 8-K filed 2026-02-25 (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 21,763,685 outstanding shares: 76% for, 3% withheld (78% of the company cast a for/withheld vote).

The 80 asset managers below cast 100% of the shares they voted on this item FOR (9,665,409 for, 0 against).

FOR 99.6%

FOR: 9,665,409 (99.7%)ABSTAIN: 31,042 (0.3%)

Largest asset managers voting on “Election of Directors: Douglas J. Hajek” at Pathward Financial, Inc., 2025-2026
Asset manager	For	Abstain	Vote
BlackRock	2,429,009	0	For
Fidelity	2,179,523	0	For
Vanguard	1,401,882	2,121	For
American Century	993,916	0	For
Dimensional	482,204	0	For
Charles Schwab	247,556	0	For
Invesco	196,762	0	For
TIAA	191,409	0	For
JPMorgan	168,601	8,225	For
ETF Series Solutions	142,729	0	For
Legg Mason	132,803	0	For
World Funds Trust	95,243	0	For
DWS	92,189	0	For
Bridge Builder Trust	73,414	0	For
First Trust	59,010	0	For
Equitable	39,651	16,410	For
Lincoln Financial	45,713	0	For
WisdomTree	43,595	0	For
Jackson National	42,531	0	For
QUANTITATIVE MASTER SERIES LLC	37,126	0	For
Columbia Threadneedle	37,021	0	For
Voya	36,595	0	For
AMERICAN BEACON FUNDS	32,480	0	For
Northern Trust	30,603	0	For
Brighthouse	25,837	2,070	For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

6. Election of Directors: Kendall E. Stork

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

94% Majority: yes · of votes cast

FOR 94%

FOR: 16,032,346WITHHELD: 1,048,749

Pathward Financial, Inc.’s own tally for this item (“Elect Director: Kendall E. Stork”): 16,032,346 for, 1,048,749 withheld, per its Form 8-K filed 2026-02-25 (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 21,763,685 outstanding shares: 74% for, 5% withheld (78% of the company cast a for/withheld vote).

The 80 asset managers below cast 100% of the shares they voted on this item FOR (9,373,131 for, 0 against).

FOR 97%

FOR: 9,373,131 (96.7%)ABSTAIN: 323,320 (3.3%)

Largest asset managers voting on “Election of Directors: Kendall E. Stork” at Pathward Financial, Inc., 2025-2026
Asset manager	For	Abstain	Vote
BlackRock	2,429,009	0	For
Fidelity	2,179,523	0	For
Vanguard	1,401,881	2,122	For
American Century	993,916	0	For
Dimensional	482,204	0	For
Charles Schwab	0	247,556	Abstain
Invesco	196,762	0	For
TIAA	191,409	0	For
JPMorgan	176,826	0	For
ETF Series Solutions	142,729	0	For
Legg Mason	132,803	0	For
World Funds Trust	95,243	0	For
DWS	92,189	0	For
Bridge Builder Trust	73,414	0	For
First Trust	59,010	0	For
Equitable	39,651	16,410	For
Lincoln Financial	45,713	0	For
WisdomTree	43,595	0	For
Jackson National	42,531	0	For
QUANTITATIVE MASTER SERIES LLC	37,126	0	For
Columbia Threadneedle	37,021	0	For
Voya	36,595	0	For
AMERICAN BEACON FUNDS	32,480	0	For
Northern Trust	30,603	0	For
Brighthouse	25,837	2,070	For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

7. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

96% fund support · no official result

FOR 96%

The 7 asset managers below cast 96% of the shares they voted on this item FOR (213,885 for, 8,225 against).

FOR: 213,885 (96.3%)AGAINST: 8,225 (3.7%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at Pathward Financial, Inc., 2025-2026
Asset manager	For	Against	Vote
JPMorgan	168,601	8,225	For
CSM Advisors, LLC	24,612	0	For
Empower	16,729	0	For
APG Asset Management US Inc.	2,400	0	For
GLOBEFLEX CAPITAL L P	864	0	For
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma	630	0	For
Impact Investors, Inc	49	0	For

8. Advisory Vote on Say on Pay Frequency

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

ONE YEAR 99.5%

The 5 asset managers below cast 100% of the shares they voted on this item FOR (864 for, 0 against).

FOR: 864 (0.4%)ONE YEAR: 196,004 (99.6%)

Largest asset managers voting on “Advisory Vote on Say on Pay Frequency” at Pathward Financial, Inc., 2025-2026
Asset manager	For	Vote
JPMorgan	0	One Year
Empower	0	One Year
APG Asset Management US Inc.	0	One Year
GLOBEFLEX CAPITAL L P	864	For
Impact Investors, Inc	0	One Year

9. TO APPROVE, BY A NON-BINDING ADVISORY VOTE, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS&QUOT (A SAY-ON-PAY VOTE). &QUOT

SECTION 14A SAY-ON-PAY VOTES

92% fund support · no official result

FOR 92%8%

The 4 asset managers below cast 92% of the shares they voted on this item FOR (2,253 for, 200 against).

FOR: 2,253 (91.8%)AGAINST: 200 (8.2%)

Largest asset managers voting on “TO APPROVE, BY A NON-BINDING ADVISORY VOTE, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS&QUOT (A SAY-ON-PA” at Pathward Financial, Inc., 2025-2026
Asset manager	For	Against	Vote
RBB Fund Trust	2,253	0	For
Advisors' Inner Circle Fund III	0	81	Against
L2 Asset Management, LLC	0	81	Against
AUGUSTINE ASSET MANAGEMENT INC	0	38	Against

10. TO RECOMMEND, BY A NON-BINDING ADVISORY VOTE, THE FREQUENCY OF FUTURE ADVISORY VOTES ON THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS&QUOT (A SAY-ON-PAY FREQUENCY VOTE). &QUOT

SECTION 14A SAY-ON-PAY VOTES

— fund support · no official result

1 YEAR 100%

No shares were cast for or against this item by the managers below — every disclosed position was an abstention or was not voted.

1 YEAR: 2,453 (100.0%)

Largest asset managers voting on “TO RECOMMEND, BY A NON-BINDING ADVISORY VOTE, THE FREQUENCY OF FUTURE ADVISORY VOTES ON THE COMPENSATION OF OU” at Pathward Financial, Inc., 2025-2026
Asset manager	For	Against	Abstain	Withheld	Vote
RBB Fund Trust	0	0	0	0	1 Year
Advisors' Inner Circle Fund III	0	0	0	0	1 Year
L2 Asset Management, LLC	0	0	0	0	1 Year
AUGUSTINE ASSET MANAGEMENT INC	0	0	0	0	1 Year

11. Election of Directors

DIRECTOR ELECTIONS

All nominees (reported as one line). These filers reported the election of directors as a single line covering every nominee. It is not attributed to any one director, and no share total is shown for 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.

FOR: 100.0%

Largest asset managers voting on “Election of Directors” at Pathward Financial, Inc., 2025-2026
Asset manager	For	Against	Abstain	Withheld	Vote
Meeder Funds	43,033	0	0	0	For
TEALWOOD ASSET MANAGEMENT INC	12,206	0	0	0	For

12. Ratify KPMG LLP as Auditors

AUDIT-RELATED

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (193,555 for, 0 against).

FOR: 193,555 (100.0%)

Largest asset managers voting on “Ratify KPMG LLP as Auditors” at Pathward Financial, Inc., 2025-2026
Asset manager	For	Against	Abstain	Withheld	Vote
JPMorgan	176,826	0	0	0	For
Empower	16,729	0	0	0	For

Largest Pathward Financial, Inc. shareholders voting in 2025-2026

Ranked by the number of Pathward Financial, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 21,763,685 shares outstanding at the time of that meeting.

Top Pathward Financial, Inc. shareholders by shares voted, 2025-2026
#	Asset manager	% of shares outstanding
1	Fidelity	17.82%
2	BlackRock	14.04%
3	American Century	9.96%
4	Vanguard	7.28%
5	GEODE CAPITAL MANAGEMENT, LLC	3.18%
6	Dimensional	2.78%
7	Charles Schwab	2.40%
8	Invesco	1.87%
9	Mawer Investment Management Ltd.	1.43%
10	Northern Trust	1.08%

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 2025-2026 proxy season
Holder	% outstanding	Disclosure
BlackRock, Inc.	15.21%	DEF14A
FMR LLC	9.53%	DEF14A
The Vanguard Group, Inc.	8.53%	DEF14A
STATE STREET CORPORATION	6.61%	13G
American Century Investment Management, Inc.	5.46%	13G
Dimensional Fund Advisors LP	5.02%	13G
Geode Capital	3.22%	13F
Morgan Stanley	1.47%	13F
JPMorgan Chase	1.26%	13F
Two Sigma	1.24%	13F

Percentages above are of 21,763,685 shares outstanding, as reported by Pathward Financial, Inc. on its Form 10-Q dated 2026-01-28 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 2026-01-28. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At Pathward Financial, Inc.'s shareholder meeting held 2026-02-24, in the 2025-2026 proxy season, 302 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,307 separate fund positions. Their filings are grouped here into 12 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 97% 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 · 2025-2026 (this page).