Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MEDALLION FINANCIAL CORPMFIN · Entity 6064 | See Remarks | February 17, 2022 | February 22, 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 February 17, 2022 · Filed February 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,471 |
Reported balance
After 2022-02-17 transaction · row 1
1 source rowRow 1 · 2022-02-17 · Grant · Acquired 7,812 · Balance 50,471 F1: 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, 2023, March 1, 2024 and March 1, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: 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, 2023, March 1, 2024 and March 1, 2025.
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 |
|---|---|---|---|---|---|---|
| February 17, 2022 Filed Feb 22, 2022 21:30 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 7,812 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-007193 · doc4.xml · nonDerivative · entry 1 Lewis Stephen A. · CIK 0001738812 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,471 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, 2023, March 1, 2024 and March 1, 2025. Read SEC document |
| March 04, 2021 Filed Mar 8, 2021 22:12 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock (right to buy) · Derivative | 7,145 | $0.00 Strike: $6.79 | $0.00 |
DisclosureSEC source: 0000899243-21-010400 · doc4.xml · derivative · entry 2 Lewis Stephen A. · CIK 0001738812 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,010 Underlying: Common Stock · 7,145 shares Expires 2031-03-04 F2 · derivative.exercise_date: One-fourth of the options will become exercisable on March 4, 2022, March 4, 2023, March 4, 2024 and March 4, 2025. Read SEC document |
| March 04, 2021 Filed Mar 8, 2021 22:12 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 3,682 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-010400 · doc4.xml · nonDerivative · entry 1 Lewis Stephen A. · CIK 0001738812 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,659 F1 · shares: Represents restricted shares of common stock awarded under the Medallion Financial Corp. 2018 Equity Incentive Plan which will vest in equal one-fourth increments on March 4, 2022, March 4, 2023, March 4, 2024 and March 4, 2025. Read SEC document |
| February 17, 2020 Filed Feb 18, 2020 22:17 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock (right to buy) · Derivative | 7,585 | $0.00 Strike: $6.68 | $0.00 |
DisclosureSEC source: 0000899243-20-004926 · doc4.xml · derivative · entry 2 Lewis Stephen A. · CIK 0001738812 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,865 Underlying: Common Stock · 7,585 shares Expires 2030-02-17 F2 · derivative.exercise_date: One-fourth of the options will become exercisable on February 17, 2021, February 17, 2022, February 17, 2023 and February 17, 2024. Read SEC document |
| February 17, 2020 Filed Feb 18, 2020 22:17 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 3,743 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-004926 · doc4.xml · nonDerivative · entry 1 Lewis Stephen A. · CIK 0001738812 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,977 F1 · shares: Represents restricted shares of common stock awarded under the Medallion Financial Corp. 2018 Equity Incentive Plan which will vest in equal one-fourth increments on February 17, 2021, February 17, 2022, February 17, 2023 and February 17, 2024. Read SEC document |
| March 21, 2019 Filed Mar 25, 2019 20:13 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock (right to buy) · Derivative | 18,280 | $0.00 Strike: $6.55 | $0.00 |
DisclosureSEC source: 0000899243-19-008869 · doc4.xml · derivative · entry 2 Lewis Stephen A. · CIK 0001738812 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,280 Underlying: Common Stock · 18,280 shares Expires 2029-03-21 F2 · derivative.exercise_date: One-fourth of the options will become exercisable on February 14, 2020, February 14, 2021, February 14, 2022 and February 14, 2023. Read SEC document |
| March 21, 2019 Filed Mar 25, 2019 20:13 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 8,397 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-008869 · doc4.xml · nonDerivative · entry 1 Lewis Stephen A. · CIK 0001738812 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,234 F1 · shares: Represents restricted shares of common stock awarded under the Medallion Financial Corp. 2018 Equity Incentive Plan which will vest in equal one-fourth increments on February 14, 2020, February 14, 2021, February 14, 2022 and February 14, 2023. 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.