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Nasdaq · USD

MBIN

Merchants Bancorp

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Tapewire entity
4382
SEC CIK
0001629019
Parsed reports
502

Last 12 months

Inside the activity.

0 purchase rows · 34 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202508
Dec 202508
Jan 202600
Feb 2026013
Mar 202600
Apr 202600
May 202603
Jun 202600
Jul 202602
Aug 202600
Sep 202600
Oct 202600

Latest available

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 01, 2024 Filed Feb 2, 2024 16:11 UTC
Oznick Terry ASVP, General Counsel
Tax withholdingCommon Stock 2,854 $42.17 $120,353.18
Disclosure

SEC source: 0001562180-24-000984 · primarydocument.xml · nonDerivative · entry 1

Oznick Terry A · CIK 0001753104 · SVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,152

F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations.

F2 · balance_after: Includes 13,668 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 6,981 vesting 2/1/2025; 4,144 vesting 2/1/2026, and 2,543 vesting 2/1/2027.

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February 01, 2024 Filed Feb 2, 2024 16:11 UTC
Koors Jerry F.Merchants Mortgage President
Tax withholdingCommon Stock 2,735 $42.17 $115,334.95
Disclosure

SEC source: 0001562180-24-000977 · primarydocument.xml · nonDerivative · entry 1

Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,459

F1 · price: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations.

F2 · balance_after: Includes 14,758 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 7,345 vesting 2/1/2025; 4,507 vesting 2/1/2026, and 2,906 vesting 2/1/2027.

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February 01, 2024 Filed Feb 2, 2024 21:11 UTC
Langford Kevin TChief Administrative Officer
Tax withholdingCommon Stock 2,195 $42.17 $92,563.15
Disclosure

SEC source: 0001562180-24-000981 · primarydocument.xml · nonDerivative · entry 1

Langford Kevin T · CIK 0001571084 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,589

F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations.

F2 · balance_after: Includes 15,024 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 7,478 vesting 2/1/2025; 4,640 vesting 2/1/2026, and 2,906 vesting 2/1/2027.

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February 01, 2024 Filed Feb 2, 2024 16:11 UTC
Macke John F.Chief Financial Officer
Tax withholdingCommon Stock 3,214 $42.17 $135,534.38
Disclosure

SEC source: 0001562180-24-000982 · primarydocument.xml · nonDerivative · entry 1

Macke John F. · CIK 0001588881 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,312

F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations.

F2 · balance_after: Includes 15,024 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 7,478 vesting 2/1/2025; 4,640 vesting 2/1/2026, and 2,906 vesting 2/1/2027.

Read SEC document
February 01, 2024 Filed Feb 2, 2024 21:12 UTC
Petrie Michael F.Director · Chairman and CEO · 10% owner
Tax withholdingCommon Stock 16,843 $42.17 $710,269.31
Disclosure

SEC source: 0001562180-24-000985 · primarydocument.xml · nonDerivative · entry 1

Petrie Michael F. · CIK 0001718348 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,048,895

F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations.

F2 · balance_after: Includes 70,601 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 35,319 vesting 2/1/2025; 22,146 vesting 2/1/2026, and 13,076 vesting 2/1/2027.

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February 01, 2024 Filed Feb 2, 2024 21:12 UTC
Schroeter Martin APresident-Warehouse Lending
Tax withholdingCommon Stock 3,037 $42.17 $128,070.29
Disclosure

SEC source: 0001562180-24-000986 · primarydocument.xml · nonDerivative · entry 1

Schroeter Martin A · CIK 0001793725 · President-Warehouse Lending

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,809

F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations.

F2 · balance_after: Includes 6,040 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 4,439 vesting 2/1/2025 and 1,601 vesting 2/1/2026

Read SEC document
February 01, 2024 Filed Feb 2, 2024 21:11 UTC
Kucer Susan DehnerIndianpolis Market President
Tax withholdingCommon Stock 4,189 $42.17 $176,650.13
Disclosure

SEC source: 0001562180-24-000979 · primarydocument.xml · nonDerivative · entry 1

Kucer Susan Dehner · CIK 0001719236 · Indianpolis Market President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,074

F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations.

F2 · balance_after: Includes 13,668 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 6,981 vesting 2/1/2025; 4,144 vesting 2/1/2026, and 2,543 vesting 2/1/2027.

Read SEC document
February 01, 2024 Filed Feb 2, 2024 21:10 UTC
Dury Michael R.CEO of Merchants Capital
Tax withholdingCommon Stock 3,692 $42.17 $155,691.64
Disclosure

SEC source: 0001562180-24-000974 · primarydocument.xml · nonDerivative · entry 1

Dury Michael R. · CIK 0001718356 · CEO of Merchants Capital

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,593

F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations.

F2 · balance_after: Includes 16,584 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 8,540 vesting 2/1/2025; 4,993 vesting 2/1/2026, and 3,051 vesting 2/1/2027.

Read SEC document
February 01, 2024 Filed Feb 2, 2024 21:10 UTC
Evans Scott A.Director · Lynn Market President
Tax withholdingCommon Stock 2,494 $42.17 $105,171.98
Disclosure

SEC source: 0001562180-24-000976 · primarydocument.xml · nonDerivative · entry 1

Evans Scott A. · CIK 0001718816 · Director · Lynn Market President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,130

F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations.

F2 · balance_after: Includes 13,668 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 6,981 vesting 2/1/2025; 4,144 vesting 2/1/2026, and 2,543 vesting 2/1/2027.

Read SEC document
February 01, 2024 Filed Feb 2, 2024 21:10 UTC
Dunlap Michael J.Director · President, COO
Tax withholdingCommon Stock 13,178 $42.17 $555,716.26
Disclosure

SEC source: 0001562180-24-000972 · primarydocument.xml · nonDerivative · entry 1

Dunlap Michael J. · CIK 0001718495 · Director · President, COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 184,906

F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations.

F2 · balance_after: Includes 59,686 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 29,504 vesting 2/1/2025; 18,559 vesting 2/1/2026, and 11,623 vesting 2/1/2027.

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January 24, 2024 Filed Jan 26, 2024 17:24 UTC
Oznick Terry ASVP, General Counsel
GrantCommon Stock 7,628 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-000683 · primarydocument.xml · nonDerivative · entry 1

Oznick Terry A · CIK 0001753104 · SVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,006

F1 · balance_after: Includes 21,404 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 7,736 vesting 2/1/2024; 6,981 vesting 2/1/2025; 4,144 vesting 2/1/2026, and 2,543 vesting 2/1/2027.

Read SEC document
January 24, 2024 Filed Jan 26, 2024 17:23 UTC
Koors Jerry F.Merchants Mortgage President
GrantCommon Stock 8,718 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-000677 · primarydocument.xml · nonDerivative · entry 1

Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,194

F1 · balance_after: Includes 23,318 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 8,560 vesting 2/1/2024; 7,345 vesting 2/1/2025; 4,507 vesting 2/1/2026, and 2,906 vesting 2/1/2027.

Read SEC document
January 24, 2024 Filed Jan 26, 2024 22:24 UTC
Langford Kevin TChief Administrative Officer
GrantCommon Stock 8,718 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-000681 · primarydocument.xml · nonDerivative · entry 1

Langford Kevin T · CIK 0001571084 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,784

F1 · balance_after: Includes 22,895 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 7,871 vesting 2/1/2024; 7,478 vesting 2/1/2025; 4,640 vesting 2/1/2026, and 2,906 vesting 2/1/2027.

Read SEC document
January 24, 2024 Filed Jan 26, 2024 17:24 UTC
Macke John F.Chief Financial Officer
GrantCommon Stock 8,718 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-000682 · primarydocument.xml · nonDerivative · entry 1

Macke John F. · CIK 0001588881 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,526

F1 · balance_after: Includes 23,719 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 8,695 vesting 2/1/2024; 7,478 vesting 2/1/2025; 4,640 vesting 2/1/2026, and 2,906 vesting 2/1/2027.

Read SEC document
January 24, 2024 Filed Jan 26, 2024 22:25 UTC
Petrie Michael F.Director · Chairman and CEO · 10% owner
GrantCommon Stock 39,227 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-000684 · primarydocument.xml · nonDerivative · entry 1

Petrie Michael F. · CIK 0001718348 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,065,738

F1 · balance_after: Includes 109,434 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 38,893 vesting 2/1/2024; 35,319 vesting 2/1/2025; 22,146 vesting 2/1/2026, and 13,076 vesting 2/1/2027.

Read SEC document
January 24, 2024 Filed Jan 26, 2024 22:24 UTC
Kucer Susan DehnerIndianpolis Market President
GrantCommon Stock 7,628 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-000680 · primarydocument.xml · nonDerivative · entry 1

Kucer Susan Dehner · CIK 0001719236 · Indianpolis Market President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,263

F1 · balance_after: Includes 22,228 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 8,560 vesting 2/1/2024; 6,981 vesting 2/1/2025; 4,144 vesting 2/1/2026, and 2,543 vesting 2/1/2027.

Read SEC document
January 24, 2024 Filed Jan 26, 2024 22:24 UTC
Dury Michael R.CEO of Merchants Capital
GrantCommon Stock 9,153 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-000679 · primarydocument.xml · nonDerivative · entry 1

Dury Michael R. · CIK 0001718356 · CEO of Merchants Capital

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,285

F1 · balance_after: Includes 24,960 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 8,376 vesting 2/1/2024; 8,540 vesting 2/1/2025; 4,993 vesting 2/1/2026, and 3,051 vesting 2/1/2027.

Read SEC document
January 24, 2024 Filed Jan 26, 2024 22:24 UTC
Evans Scott A.Director · Lynn Market President
GrantCommon Stock 7,628 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-000678 · primarydocument.xml · nonDerivative · entry 1

Evans Scott A. · CIK 0001718816 · Director · Lynn Market President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,624

F1 · balance_after: Includes 22,228 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 8,560 vesting 2/1/2024; 6,981 vesting 2/1/2025; 4,144 vesting 2/1/2026, and 2,543 vesting 2/1/2027.

Read SEC document
January 24, 2024 Filed Jan 26, 2024 22:23 UTC
Dunlap Michael J.Director · President, COO
GrantCommon Stock 34,869 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-000676 · primarydocument.xml · nonDerivative · entry 1

Dunlap Michael J. · CIK 0001718495 · Director · President, COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 198,084

F1 · balance_after: Includes 90,886 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 31,200 vesting 2/1/2024; 29,504 vesting 2/1/2025; 18,559 vesting 2/1/2026, and 11,623 vesting 2/1/2027.

Read SEC document
November 15, 2023 Filed Nov 16, 2023 21:22 UTC GrantCommon Stock 388 $32.28 $12,524.64
Disclosure

SEC source: 0001562180-23-007722 · primarydocument.xml · nonDerivative · entry 1

Catchings Tamika · CIK 0001920856 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,223

F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share.

Read SEC document
November 15, 2023 Filed Nov 16, 2023 21:24 UTC GrantCommon Stock 388 $32.28 $12,524.64
Disclosure

SEC source: 0001562180-23-007726 · primarydocument.xml · nonDerivative · entry 1

Sellers Anne E. · CIK 0001719301 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,116

F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share.

Read SEC document
November 15, 2023 Filed Nov 16, 2023 21:24 UTC GrantCommon Stock 388 $32.28 $12,524.64
Disclosure

SEC source: 0001562180-23-007725 · primarydocument.xml · nonDerivative · entry 1

JUSTER ANDREW · CIK 0001235743 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,629

F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share.

Read SEC document
November 15, 2023 Filed Nov 16, 2023 21:26 UTC GrantCommon Stock 388 $32.28 $12,524.64
Disclosure

SEC source: 0001562180-23-007728 · primarydocument.xml · nonDerivative · entry 1

Shane David N. · CIK 0001718492 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,365

F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share.

Read SEC document
November 15, 2023 Filed Nov 16, 2023 21:25 UTC GrantCommon Stock 388 $32.28 $12,524.64
Disclosure

SEC source: 0001562180-23-007727 · primarydocument.xml · nonDerivative · entry 1

O'Brien Patrick D. · CIK 0001719805 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 115,178

F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share.

Read SEC document
November 15, 2023 Filed Nov 16, 2023 21:23 UTC GrantCommon Stock 388 $32.28 $12,524.64
Disclosure

SEC source: 0001562180-23-007724 · primarydocument.xml · nonDerivative · entry 1

Gilroy Sue Anne · CIK 0001718493 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,522

F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share.

Read SEC document
November 15, 2023 Filed Nov 16, 2023 21:23 UTC GrantCommon Stock 388 $32.28 $12,524.64
Disclosure

SEC source: 0001562180-23-007723 · primarydocument.xml · nonDerivative · entry 1

Dinwiddie Thomas · CIK 0001922063 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,223

F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share.

Read SEC document
November 14, 2023 Filed Nov 15, 2023 21:11 UTC
Rogers Randall D.Director · Vice Chairman
SaleCommon Stock 57,894 $32.17 $1,862,449.98
Disclosure

SEC source: 0001562180-23-007691 · primarydocument.xml · nonDerivative · entry 4

Rogers Randall D. · CIK 0001718506 · Director · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of The Randall D. & Mary H. Rogers 2021 CRUT

Disclosed balance after: 0

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.00 to $32.35 per share, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
November 14, 2023 Filed Nov 15, 2023 21:11 UTC
Rogers Randall D.Director · Vice Chairman
SaleCommon Stock 60,000 $32.18 $1,930,800.00
Disclosure

SEC source: 0001562180-23-007691 · primarydocument.xml · nonDerivative · entry 3

Rogers Randall D. · CIK 0001718506 · Director · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse is Trustee of the Randall D. Rogers, Jr. Irrevocable GST Trust 2011

Disclosed balance after: 773,000

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.00 to $32.35 per share, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
November 14, 2023 Filed Nov 15, 2023 21:11 UTC
Rogers Randall D.Director · Vice Chairman
SaleCommon Stock 60,000 $32.18 $1,930,800.00
Disclosure

SEC source: 0001562180-23-007691 · primarydocument.xml · nonDerivative · entry 2

Rogers Randall D. · CIK 0001718506 · Director · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse is Trustee of the Katherine H. Rogers Irrevocable GST Trust 2011

Disclosed balance after: 773,000

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.00 to $32.35 per share, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
November 14, 2023 Filed Nov 15, 2023 21:11 UTC
Rogers Randall D.Director · Vice Chairman
SaleCommon Stock 60,000 $32.18 $1,930,800.00
Disclosure

SEC source: 0001562180-23-007691 · primarydocument.xml · nonDerivative · entry 1

Rogers Randall D. · CIK 0001718506 · Director · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse is Trustee of the Carey Rogers Kulongoski Irrevocable GST Trust 2010

Disclosed balance after: 773,000

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.00 to $32.35 per share, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
November 06, 2023 Filed Nov 8, 2023 21:23 UTC
Rogers Randall D.Director · Vice Chairman
SaleCommon Stock 5,404 $31.75 $171,577.00
Disclosure

SEC source: 0001562180-23-007595 · primarydocument.xml · nonDerivative · entry 3

Rogers Randall D. · CIK 0001718506 · Director · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of The Randall D. & Mary H. Rogers 2021 CRUT

Disclosed balance after: 57,894

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.75 to $31.77 per share, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
November 06, 2023 Filed Nov 8, 2023 21:23 UTC
Rogers Randall D.Director · Vice Chairman
SaleCommon Stock 14,212 $31.75 $451,231.00
Disclosure

SEC source: 0001562180-23-007595 · primarydocument.xml · nonDerivative · entry 2

Rogers Randall D. · CIK 0001718506 · Director · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse is Trustee of the Randall D. Rogers, Jr. Irrevocable GST Trust 2011

Disclosed balance after: 833,000

Read SEC document
November 06, 2023 Filed Nov 8, 2023 21:23 UTC
Rogers Randall D.Director · Vice Chairman
SaleCommon Stock 1,541 $31.75 $48,926.75
Disclosure

SEC source: 0001562180-23-007595 · primarydocument.xml · nonDerivative · entry 1

Rogers Randall D. · CIK 0001718506 · Director · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse is Trustee of the Carey Rogers Kulongoski Irrevocable GST Trust 2010

Disclosed balance after: 833,000

Read SEC document
November 03, 2023 Filed Nov 3, 2023 21:18 UTC
Rogers Randall D.Director · Vice Chairman
SaleCommon Stock 25,788 $31.56 $813,869.28
Disclosure

SEC source: 0001562180-23-007556 · primarydocument.xml · nonDerivative · entry 6

Rogers Randall D. · CIK 0001718506 · Director · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse is Trustee of the Randall D. Rogers, Jr. Irrevocable GST Trust 2011

Disclosed balance after: 847,212

Read SEC document
November 03, 2023 Filed Nov 3, 2023 21:18 UTC
Rogers Randall D.Director · Vice Chairman
SaleCommon Stock 40,000 $31.63 $1,265,200.00
Disclosure

SEC source: 0001562180-23-007556 · primarydocument.xml · nonDerivative · entry 5

Rogers Randall D. · CIK 0001718506 · Director · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse is Trustee of the Katherine H. Rogers Irrevocable GST Trust 2011

Disclosed balance after: 833,000

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.50 to $31.75 per share, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
November 03, 2023 Filed Nov 3, 2023 21:18 UTC
Rogers Randall D.Director · Vice Chairman
SaleCommon Stock 38,062 $31.64 $1,204,281.68
Disclosure

SEC source: 0001562180-23-007556 · primarydocument.xml · nonDerivative · entry 4

Rogers Randall D. · CIK 0001718506 · Director · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse is Trustee of the Carey Rogers Kulongoski Irrevocable GST Trust 2010

Disclosed balance after: 834,541

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.50 to $32.05 per share, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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November 03, 2023 Filed Nov 3, 2023 21:18 UTC
Rogers Randall D.Director · Vice Chairman
SaleCommon Stock 34,264 $31.61 $1,083,085.04
Disclosure

SEC source: 0001562180-23-007556 · primarydocument.xml · nonDerivative · entry 3

Rogers Randall D. · CIK 0001718506 · Director · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of The Randall D. & Mary H. Rogers 2021 CRUT

Disclosed balance after: 63,298

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.50 to $31.75 per share, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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November 02, 2023 Filed Nov 3, 2023 21:21 UTC
Dury Michael R.CEO of Merchants Capital
PurchaseSeries C Depositary Shares 14,000 $18.26 $255,640.00
Disclosure

SEC source: 0001562180-23-007558 · primarydocument.xml · nonDerivative · entry 1

Dury Michael R. · CIK 0001718356 · CEO of Merchants Capital

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,000

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November 02, 2023 Filed Nov 3, 2023 21:18 UTC
Rogers Randall D.Director · Vice Chairman
SaleCommon Stock 397 $31.50 $12,505.50
Disclosure

SEC source: 0001562180-23-007556 · primarydocument.xml · nonDerivative · entry 2

Rogers Randall D. · CIK 0001718506 · Director · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse is Trustee of the Carey Rogers Kulongoski Irrevocable GST Trust 2010

Disclosed balance after: 872,603

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November 02, 2023 Filed Nov 3, 2023 21:18 UTC
Rogers Randall D.Director · Vice Chairman
SaleCommon Stock 332 $31.50 $10,458.00
Disclosure

SEC source: 0001562180-23-007556 · primarydocument.xml · nonDerivative · entry 1

Rogers Randall D. · CIK 0001718506 · Director · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of The Randall D. & Mary H. Rogers 2021 CRUT

Disclosed balance after: 97,562

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November 01, 2023 Filed Nov 3, 2023 21:18 UTC
Petrie Michael F.Director · Chairman and CEO · 10% owner
SaleCommon Stock 20,064 $30.30 $607,939.20
Disclosure

SEC source: 0001562180-23-007557 · primarydocument.xml · nonDerivative · entry 1

Petrie Michael F. · CIK 0001718348 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,026,511

F1 · balance_after: Includes 70,207 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 38,893 vesting 2/1/2024; 22,244 vesting 2/1/2025; and 9,070 vesting 2/1/2026.

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September 14, 2023 Filed Sep 18, 2023 20:06 UTC
Rogers Randall D.Director · Vice Chairman
SaleCommon Stock 2,300 $28.25 $64,975.00
Disclosure

SEC source: 0001562180-23-006908 · primarydocument.xml · nonDerivative · entry 1

Rogers Randall D. · CIK 0001718506 · Director · Vice Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of The Randall D. & Mary H. Rogers 2021 CRUT

Disclosed balance after: 97,894

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August 17, 2023 Filed Aug 21, 2023 12:49 UTC GrantCommon Stock 416 $30.10 $12,521.60
Disclosure

SEC source: 0001562180-23-006463 · primarydocument.xml · nonDerivative · entry 1

Catchings Tamika · CIK 0001920856 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,835

F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share.

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August 17, 2023 Filed Aug 21, 2023 12:49 UTC GrantCommon Stock 416 $30.10 $12,521.60
Disclosure

SEC source: 0001562180-23-006468 · primarydocument.xml · nonDerivative · entry 1

Sellers Anne E. · CIK 0001719301 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,728

F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share.

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August 17, 2023 Filed Aug 21, 2023 12:49 UTC GrantCommon Stock 416 $30.10 $12,521.60
Disclosure

SEC source: 0001562180-23-006466 · primarydocument.xml · nonDerivative · entry 1

JUSTER ANDREW · CIK 0001235743 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,241

F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share.

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August 17, 2023 Filed Aug 21, 2023 12:49 UTC GrantCommon Stock 416 $30.10 $12,521.60
Disclosure

SEC source: 0001562180-23-006469 · primarydocument.xml · nonDerivative · entry 1

Shane David N. · CIK 0001718492 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,977

F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share.

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August 17, 2023 Filed Aug 21, 2023 12:49 UTC GrantCommon Stock 416 $30.10 $12,521.60
Disclosure

SEC source: 0001562180-23-006467 · primarydocument.xml · nonDerivative · entry 1

O'Brien Patrick D. · CIK 0001719805 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114,790

F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share.

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August 17, 2023 Filed Aug 21, 2023 12:49 UTC GrantCommon Stock 416 $30.10 $12,521.60
Disclosure

SEC source: 0001562180-23-006465 · primarydocument.xml · nonDerivative · entry 1

Gilroy Sue Anne · CIK 0001718493 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,134

F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share.

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August 17, 2023 Filed Aug 21, 2023 12:49 UTC GrantCommon Stock 416 $30.10 $12,521.60
Disclosure

SEC source: 0001562180-23-006464 · primarydocument.xml · nonDerivative · entry 1

Dinwiddie Thomas · CIK 0001922063 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,835

F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share.

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August 10, 2023 Filed Aug 14, 2023 11:40 UTC
Petrie Michael F.Director · Chairman and CEO · 10% owner
SaleCommon Stock 649 $31.80 $20,638.20
Disclosure

SEC source: 0001562180-23-006300 · primarydocument.xml · nonDerivative · entry 1

Petrie Michael F. · CIK 0001718348 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,046,575

F1 · balance_after: Includes 70,207 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 38,893 vesting 2/1/2024; 22,244 vesting 2/1/2025; and 9,070 vesting 2/1/2026.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.