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MEDALLION FINANCIAL CORP

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Tapewire entity
6064
SEC CIK
0001000209
Parsed reports
235

Last 12 months

Inside the activity.

0 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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Insider transactions

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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
June 25, 2026 Filed Jun 26, 2026 12:40 UTC Tax withholdingCommon Stock 40,770 $9.97 $406,476.90
Disclosure

SEC source: 0001193125-26-284018 · ownership.xml · nonDerivative · entry 1

Poulton Donald S. · CIK 0001642620 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 278,247

F1 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock awards granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934.

Read SEC document
June 09, 2026 Filed Jun 10, 2026 20:05 UTC
EVERETS JOHNDirector
GrantRestricted Stock Units · Derivative 12,981 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-265805 · ownership.xml · derivative · entry 1

EVERETS JOHN · CIK 0001193147 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,097

Underlying: Common Stock · 12,981 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 9, 2027 and settlement is deferred until termination of service as a member of the Board of Directors.

F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 9, 2027 and settlement is deferred until termination of service as a member of the Board of Directors.

Read SEC document
June 09, 2026 Filed Jun 10, 2026 20:05 UTC
MEYER ROBERTDirector
GrantRestricted Stock Units · Derivative 12,981 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-265806 · ownership.xml · derivative · entry 1

MEYER ROBERT · CIK 0001170945 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,298

Underlying: Common Stock · 12,981 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 9, 2027 and settlement is deferred until termination of service as a member of the Board of Directors.

F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 9, 2027 and settlement is deferred until termination of service as a member of the Board of Directors.

Read SEC document
June 09, 2026 Filed Jun 10, 2026 20:05 UTC GrantRestricted Stock Units · Derivative 12,981 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-265803 · ownership.xml · derivative · entry 1

Hallenbeck Cynthia A · CIK 0001503846 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,686

Underlying: Common Stock · 12,981 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 9, 2027 and settlement is deferred until termination of service as a member of the Board of Directors.

F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 9, 2027 and settlement is deferred until termination of service as a member of the Board of Directors.

Read SEC document
June 09, 2026 Filed Jun 10, 2026 20:05 UTC GrantRestricted Stock Units · Derivative 12,981 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-265802 · ownership.xml · derivative · entry 1

Hatch Brent O. · CIK 0001927560 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,859

Underlying: Common Stock · 12,981 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 9, 2027.

F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 9, 2027.

Read SEC document
June 09, 2026 Filed Jun 10, 2026 20:05 UTC GrantRestricted Stock Units · Derivative 12,981 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-265801 · ownership.xml · derivative · entry 1

RUDNICK DAVID L · CIK 0001228452 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,097

Underlying: Common Stock · 12,981 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 9, 2027 and settlement is deferred until termination of service as a member of the Board of Directors.

F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 9, 2027 and settlement is deferred until termination of service as a member of the Board of Directors.

Read SEC document
June 09, 2026 Filed Jun 10, 2026 20:05 UTC GrantRestricted Stock Units · Derivative 12,981 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-265799 · ownership.xml · derivative · entry 1

TANENBAUM ALLAN J · CIK 0001208385 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,097

Underlying: Common Stock · 12,981 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 9, 2027 and settlement is deferred until termination of service as a member of the Board of Directors.

F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 9, 2027 and settlement is deferred until termination of service as a member of the Board of Directors.

Read SEC document
March 10, 2026 Filed Mar 11, 2026 16:07 UTC
MURSTEIN ALVINDirector · See Remarks
Tax withholdingCommon Stock 36,809 $9.59 $352,998.31
Disclosure

SEC source: 0001193125-26-102119 · ownership.xml · nonDerivative · entry 2

MURSTEIN ALVIN · CIK 0001000210 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 330,261

F2 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of performance unit award granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934.

Read SEC document
March 10, 2026 Filed Mar 11, 2026 16:07 UTC
MURSTEIN ALVINDirector · See Remarks
GrantCommon Stock 72,103 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-102119 · ownership.xml · nonDerivative · entry 1

MURSTEIN ALVIN · CIK 0001000210 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 367,070

F1 · shares: Represents shares received upon vesting of performance units granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan.

Read SEC document
March 10, 2026 Filed Mar 11, 2026 20:07 UTC
MURSTEIN ANDREWDirector · See Remarks
Tax withholdingCommon Stock 165,336 $9.59 $1,585,572.24
Disclosure

SEC source: 0001193125-26-102122 · ownership.xml · nonDerivative · entry 2

MURSTEIN ANDREW · CIK 0001033265 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 971,064

F2 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of performance unit award granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934.

Read SEC document
March 10, 2026 Filed Mar 11, 2026 20:07 UTC
MURSTEIN ANDREWDirector · See Remarks
GrantCommon Stock 323,870 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-102122 · ownership.xml · nonDerivative · entry 1

MURSTEIN ANDREW · CIK 0001033265 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,136,400

F1 · shares: Represents shares received upon vesting of performance units granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan.

Read SEC document
March 10, 2026 Filed Mar 11, 2026 20:07 UTC
Cutrone Anthony N.Chief Financial Officer
Tax withholdingCommon Stock 41,622 $9.59 $399,154.98
Disclosure

SEC source: 0001193125-26-102123 · ownership.xml · nonDerivative · entry 2

Cutrone Anthony N. · CIK 0001901400 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 144,800

F2 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of performance unit award granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934.

Read SEC document
March 10, 2026 Filed Mar 11, 2026 20:07 UTC
Cutrone Anthony N.Chief Financial Officer
GrantCommon Stock 84,858 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-102123 · ownership.xml · nonDerivative · entry 1

Cutrone Anthony N. · CIK 0001901400 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 186,422

F1 · shares: Represents shares received upon vesting of performance units granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan.

Read SEC document
March 10, 2026 Filed Mar 11, 2026 20:07 UTC Tax withholdingCommon Stock 17,168 $9.59 $164,641.12
Disclosure

SEC source: 0001193125-26-102120 · ownership.xml · nonDerivative · entry 2

Haley David Justin · CIK 0001965638 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 152,496

F2 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of performance unit award granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934.

Read SEC document
March 10, 2026 Filed Mar 11, 2026 20:07 UTC GrantCommon Stock 39,152 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-102120 · ownership.xml · nonDerivative · entry 1

Haley David Justin · CIK 0001965638 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 169,664

F1 · shares: Represents shares received upon vesting of performance units granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan.

Read SEC document
March 10, 2026 Filed Mar 11, 2026 20:07 UTC Tax withholdingCommon Stock 44,653 $9.59 $428,222.27
Disclosure

SEC source: 0001193125-26-102121 · ownership.xml · nonDerivative · entry 2

Poulton Donald S. · CIK 0001642620 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 319,017

F2 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of performance unit award granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934.

Read SEC document
March 10, 2026 Filed Mar 11, 2026 20:07 UTC GrantCommon Stock 101,831 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-102121 · ownership.xml · nonDerivative · entry 1

Poulton Donald S. · CIK 0001642620 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 363,670

F1 · shares: Represents shares received upon vesting of performance units granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan.

Read SEC document
March 01, 2026 Filed Mar 2, 2026 16:07 UTC
MURSTEIN ALVINDirector · See Remarks
Tax withholdingCommon Stock 11,973 $10.09 $120,807.57
Disclosure

SEC source: 0001193125-26-085379 · ownership.xml · nonDerivative · entry 1

MURSTEIN ALVIN · CIK 0001000210 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 294,967

F1 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock awards granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934.

Read SEC document
March 01, 2026 Filed Mar 2, 2026 21:07 UTC Tax withholdingCommon Stock 2,002 $10.09 $20,200.18
Disclosure

SEC source: 0001193125-26-085386 · ownership.xml · nonDerivative · entry 1

Rozovsky Samantha K. · CIK 0002081448 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,500

F1 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock awards granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934.

Read SEC document
March 01, 2026 Filed Mar 2, 2026 21:07 UTC
Rudnick Jeffrey D.Executive Vice President
Tax withholdingCommon Stock 3,298 $10.09 $33,276.82
Disclosure

SEC source: 0001193125-26-085387 · ownership.xml · nonDerivative · entry 1

Rudnick Jeffrey D. · CIK 0002079543 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,873

F1 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock awards granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934.

Read SEC document
March 01, 2026 Filed Mar 2, 2026 21:07 UTC Tax withholdingCommon Stock 7,819 $10.09 $78,893.71
Disclosure

SEC source: 0001193125-26-085385 · ownership.xml · nonDerivative · entry 1

Haley David Justin · CIK 0001965638 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,512

F1 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock awards granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934.

Read SEC document
March 01, 2026 Filed Mar 2, 2026 21:07 UTC
Cutrone Anthony N.Chief Financial Officer
Tax withholdingCommon Stock 13,992 $10.09 $141,179.28
Disclosure

SEC source: 0001193125-26-085384 · ownership.xml · nonDerivative · entry 1

Cutrone Anthony N. · CIK 0001901400 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,564

F1 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock awards granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934.

Read SEC document
March 01, 2026 Filed Mar 2, 2026 21:07 UTC
MURSTEIN ANDREWDirector · See Remarks
Tax withholdingCommon Stock 51,878 $10.09 $523,449.02
Disclosure

SEC source: 0001193125-26-085383 · ownership.xml · nonDerivative · entry 1

MURSTEIN ANDREW · CIK 0001033265 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 812,530

F1 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock awards granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934.

Read SEC document
March 01, 2026 Filed Mar 2, 2026 21:07 UTC
Munson Thomas J.See Remarks
Tax withholdingCommon Stock 6,107 $10.09 $61,619.63
Disclosure

SEC source: 0001193125-26-085382 · ownership.xml · nonDerivative · entry 1

Munson Thomas J. · CIK 0001698515 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,809

F1 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock awards granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934.

Read SEC document
March 01, 2026 Filed Mar 2, 2026 21:07 UTC Tax withholdingCommon Stock 13,540 $10.09 $136,618.60
Disclosure

SEC source: 0001193125-26-085380 · ownership.xml · nonDerivative · entry 1

Silverman Marisa T. · CIK 0001637491 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,133

F1 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock awards granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934.

Read SEC document
March 01, 2026 Filed Mar 2, 2026 21:07 UTC Tax withholdingCommon Stock 14,996 $10.09 $151,309.64
Disclosure

SEC source: 0001193125-26-085381 · ownership.xml · nonDerivative · entry 1

Poulton Donald S. · CIK 0001642620 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 261,839

F1 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock awards granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934.

Read SEC document
February 10, 2026 Filed Feb 12, 2026 16:07 UTC
MURSTEIN ALVINDirector · See Remarks
GrantCommon Stock 39,597 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-048710 · ownership.xml · nonDerivative · entry 1

MURSTEIN ALVIN · CIK 0001000210 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 306,940

F1 · shares: Represents restricted shares of common stock awarded under the Medallion Financial Corp. 2018 Equity Incentive Plan which will vest in equal one-third increments on March 1, 2027, March 1, 2028 and March 1, 2029.

Read SEC document
February 10, 2026 Filed Feb 12, 2026 21:07 UTC GrantCommon Stock 25,941 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-048713 · ownership.xml · nonDerivative · entry 1

Haley David Justin · CIK 0001965638 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 138,331

F1 · shares: Represents restricted shares of common stock awarded under the Medallion Financial Corp. 2018 Equity Incentive Plan which will vest in equal one-third increments on March 1, 2027, March 1, 2028 and March 1, 2029.

Read SEC document
February 10, 2026 Filed Feb 12, 2026 21:07 UTC GrantCommon Stock 19,305 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-048706 · ownership.xml · nonDerivative · entry 1

Silverman Marisa T. · CIK 0001637491 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,673

F1 · shares: Represents restricted shares of common stock awarded under the Medallion Financial Corp. 2018 Equity Incentive Plan which will vest in equal one-third increments on March 1, 2027, March 1, 2028 and March 1, 2029.

Read SEC document
February 10, 2026 Filed Feb 12, 2026 21:07 UTC
Cutrone Anthony N.Chief Financial Officer
GrantCommon Stock 24,493 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-048709 · ownership.xml · nonDerivative · entry 1

Cutrone Anthony N. · CIK 0001901400 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 115,556

F1 · shares: Represents restricted shares of common stock awarded under the Medallion Financial Corp. 2018 Equity Incentive Plan which will vest in equal one-third increments on March 1, 2027, March 1, 2028 and March 1, 2029.

Read SEC document
February 10, 2026 Filed Feb 12, 2026 21:07 UTC
Munson Thomas J.See Remarks
GrantCommon Stock 9,653 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-048708 · ownership.xml · nonDerivative · entry 1

Munson Thomas J. · CIK 0001698515 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,916

F1 · shares: Represents restricted shares of common stock awarded under the Medallion Financial Corp. 2018 Equity Incentive Plan which will vest in equal one-third increments on March 1, 2027, March 1, 2028 and March 1, 2029.

Read SEC document
February 10, 2026 Filed Feb 12, 2026 21:07 UTC
Rudnick Jeffrey D.Executive Vice President
GrantCommon Stock 5,212 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-048712 · ownership.xml · nonDerivative · entry 1

Rudnick Jeffrey D. · CIK 0002079543 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,171

F1 · shares: Represents restricted shares of common stock awarded under the Medallion Financial Corp. 2018 Equity Incentive Plan which will vest in equal one-third increments on March 1, 2027, March 1, 2028 and March 1, 2029

Read SEC document
February 10, 2026 Filed Feb 12, 2026 21:07 UTC GrantCommon Stock 8,687 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-048705 · ownership.xml · nonDerivative · entry 1

Rozovsky Samantha K. · CIK 0002081448 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,502

F1 · shares: Represents restricted shares of common stock awarded under the Medallion Financial Corp. 2018 Equity Incentive Plan which will vest in equal one-third increments on March 1, 2027, March 1, 2028 and March 1, 2029

Read SEC document
February 10, 2026 Filed Feb 12, 2026 21:07 UTC
MURSTEIN ANDREWDirector · See Remarks
GrantCommon Stock 77,220 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-048707 · ownership.xml · nonDerivative · entry 1

MURSTEIN ANDREW · CIK 0001033265 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 864,408

F1 · shares: Represents restricted shares of common stock awarded under the Medallion Financial Corp. 2018 Equity Incentive Plan which will vest in equal one-third increments on March 1, 2027, March 1, 2028 and March 1, 2029.

Read SEC document
February 10, 2026 Filed Feb 12, 2026 21:07 UTC GrantCommon Stock 58,760 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-048704 · ownership.xml · nonDerivative · entry 1

Poulton Donald S. · CIK 0001642620 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 276,835

F1 · shares: Represents restricted shares of common stock awarded under the Medallion Financial Corp. 2018 Equity Incentive Plan which will vest in equal one-third increments on March 1, 2027, March 1, 2028 and March 1, 2029.

Read SEC document
September 10, 2025 Filed Sep 11, 2025 20:07 UTC Exercise / conversionCommon Stock (right to buy) · Derivative 13,274 $6.68 Strike: $6.68 $88,670.32
Disclosure

SEC source: 0001193125-25-201320 · ownership.xml · derivative · entry 4

Haley David Justin · CIK 0001965638 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,290

Underlying: Common Stock · 13,274 shares

Expires 2030-02-17

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: One-fourth of the options vested on February 17, 2021, February 17, 2022, February 17, 2023 and February 17 2024. All of these options have fully vested.

Read SEC document
September 10, 2025 Filed Sep 11, 2025 20:07 UTC Exercise / conversionCommon Stock (right to buy) · Derivative 5,203 $6.55 Strike: $6.55 $34,079.65
Disclosure

SEC source: 0001193125-25-201320 · ownership.xml · derivative · entry 3

Haley David Justin · CIK 0001965638 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,564

Underlying: Common Stock · 5,203 shares

Expires 2029-03-21

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: One-fourth of the options vested on February 14, 2020, February 14, 2021, February 14, 2022 and February 14, 2023. All of these options have fully vested.

Read SEC document
September 10, 2025 Filed Sep 11, 2025 20:07 UTC Exercise / conversionCommon Stock 13,274 $6.68 $88,670.32
Disclosure

SEC source: 0001193125-25-201320 · ownership.xml · nonDerivative · entry 2

Haley David Justin · CIK 0001965638 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,390

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 10, 2025 Filed Sep 11, 2025 20:07 UTC Exercise / conversionCommon Stock 5,203 $6.55 $34,079.65
Disclosure

SEC source: 0001193125-25-201320 · ownership.xml · nonDerivative · entry 1

Haley David Justin · CIK 0001965638 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,116

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
June 12, 2025 Filed Jun 13, 2025 20:02 UTC GrantRestricted Stock Units · Derivative 13,172 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-086127 · ownership.xml · derivative · entry 1

TANENBAUM ALLAN J · CIK 0001208385 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,830

Underlying: Common Stock · 13,172 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 12, 2026 and settlement is deferred until termination of service as a member of the Board of Directors.

F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 12, 2026 and settlement is deferred until termination of service as a member of the Board of Directors.

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June 12, 2025 Filed Jun 13, 2025 20:02 UTC GrantRestricted Stock Units · Derivative 13,172 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-086126 · ownership.xml · derivative · entry 1

RUDNICK DAVID L · CIK 0001228452 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,830

Underlying: Common Stock · 13,172 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 12, 2026 and settlement is deferred until termination of service as a member of the Board of Directors.

F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 12, 2026 and settlement is deferred until termination of service as a member of the Board of Directors.

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June 12, 2025 Filed Jun 13, 2025 20:02 UTC GrantRestricted Stock Units · Derivative 13,172 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-086125 · ownership.xml · derivative · entry 1

Hallenbeck Cynthia A · CIK 0001503846 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,745

Underlying: Common Stock · 13,172 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 12, 2026 and settlement is deferred until termination of service as a member of the Board of Directors.

F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 12, 2026 and settlement is deferred until termination of service as a member of the Board of Directors.

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June 12, 2025 Filed Jun 13, 2025 20:02 UTC
EVERETS JOHNDirector
GrantRestricted Stock Units · Derivative 13,172 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-086124 · ownership.xml · derivative · entry 1

EVERETS JOHN · CIK 0001193147 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,830

Underlying: Common Stock · 13,172 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 12, 2026 and settlement is deferred until termination of service as a member of the Board of Directors.

F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 12, 2026 and settlement is deferred until termination of service as a member of the Board of Directors.

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June 12, 2025 Filed Jun 13, 2025 20:02 UTC GrantRestricted Stock Units · Derivative 13,172 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-086123 · ownership.xml · derivative · entry 1

Hatch Brent O. · CIK 0001927560 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,172

Underlying: Common Stock · 13,172 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 12, 2026.

F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 12, 2026.

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June 12, 2025 Filed Jun 13, 2025 20:02 UTC
MEYER ROBERTDirector
GrantRestricted Stock Units · Derivative 13,172 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-086122 · ownership.xml · derivative · entry 1

MEYER ROBERT · CIK 0001170945 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,990

Underlying: Common Stock · 13,172 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 12, 2026 and settlement is deferred until termination of service as a member of the Board of Directors.

F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 12, 2026 and settlement is deferred until termination of service as a member of the Board of Directors.

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June 06, 2025 Filed Jun 9, 2025 20:02 UTC Exercise / conversionCommon Stock (right to buy) · Derivative 850 $0.00 Strike: $6.55 $0.00
Disclosure

SEC source: 0000950170-25-083682 · ownership.xml · derivative · entry 2

Haley David Justin · CIK 0001965638 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,767

Underlying: Common Stock · 850 shares

Expires 2029-03-21

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: One-fourth of the options vested on February 14, 2020, February 14, 2021, February 14, 2022 and February 14, 2023. All of these options have fully vested.

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June 06, 2025 Filed Jun 9, 2025 20:02 UTC Exercise / conversionCommon Stock 850 $6.55 $5,567.50
Disclosure

SEC source: 0000950170-25-083682 · ownership.xml · nonDerivative · entry 1

Haley David Justin · CIK 0001965638 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,913

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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May 08, 2025 Filed May 8, 2025 20:05 UTC Exercise / conversionCommon Stock (right to buy) · Derivative 12,000 $0.00 Strike: $5.58 $0.00
Disclosure

SEC source: 0000950170-25-066903 · ownership.xml · derivative · entry 2

RUDNICK DAVID L · CIK 0001228452 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,000

Underlying: Common Stock · 12,000 shares

Expires 2028-06-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: One-third of the options vested on June 15, 2019, June 15, 2020 and June 15, 2021. All of these options have fully vested.

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May 08, 2025 Filed May 8, 2025 20:05 UTC Exercise / conversionCommon Stock 12,000 $5.58 $66,960.00
Disclosure

SEC source: 0000950170-25-066903 · ownership.xml · nonDerivative · entry 1

RUDNICK DAVID L · CIK 0001228452 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 234,277

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares held in a Roth Individual Retirement Account for the benefit of Mr. Rudnick.

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May 05, 2025 Filed May 6, 2025 20:15 UTC Exercise / conversionCommon Stock (right to buy) · Derivative 800 $0.00 Strike: $6.55 $0.00
Disclosure

SEC source: 0000950170-25-064489 · ownership.xml · derivative · entry 2

Haley David Justin · CIK 0001965638 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,617

Underlying: Common Stock · 800 shares

Expires 2029-03-21

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: One-fourth of the options vested on February 14, 2020, February 14, 2021, February 14, 2022 and February 14, 2023. All of these options have fully vested.

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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.