Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MEDALLION FINANCIAL CORPMFIN · Entity 6064 | Director | August 01, 2022 | August 02, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MEDALLION FINANCIAL CORP
Report date August 01, 2022 · Filed August 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 17,038 |
Reported balance
After 2022-08-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-08-01 · Grant · Acquired 17,038 · Balance 17,038 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 14, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.
F2: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 14, 2023.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 01, 2022 Filed Aug 2, 2022 20:13 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantRestricted Stock Units · Derivative | 17,038 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-027384 · doc4.xml · derivative · entry 1 MENOWITZ FREDERICK · CIK 0001257723 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,038 Underlying: Common Stock · 17,038 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 14, 2023. F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 14, 2023. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 20:32 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantRestricted Stock Units · Derivative | 2,819 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-025004 · doc4.xml · derivative · entry 1 MENOWITZ FREDERICK · CIK 0001257723 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,819 Underlying: Common Stock · 2,819 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 17, 2022. F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 17, 2022. Read SEC document |
| July 23, 2020 Filed Jul 24, 2020 20:26 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantRestricted Stock Units · Derivative | 7,912 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-020378 · doc4.xml · derivative · entry 1 MENOWITZ FREDERICK · CIK 0001257723 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,912 Underlying: Common Stock · 7,912 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 19, 2021. F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 19, 2021. Read SEC document |
| July 24, 2019 Filed Jul 25, 2019 20:24 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantRestricted Stock Units · Derivative | 5,208 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-020395 · doc4.xml · derivative · entry 1 MENOWITZ FREDERICK · CIK 0001257723 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,208 Underlying: Common Stock · 5,208 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 14, 2020. F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 14, 2020. Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 20:26 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock (right to buy) · Derivative | 12,000 | $0.00 Strike: $5.58 | $0.00 |
DisclosureSEC source: 0000899243-18-016990 · doc4.xml · derivative · entry 1 MENOWITZ FREDERICK · CIK 0001257723 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,000 Underlying: Common Stock · 12,000 shares Expires 2028-06-15 F1 · derivative.exercise_date: One-third of the options will vest on the first, second and third anniversaries of the date of grant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.