Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MEDALLION FINANCIAL CORPMFIN · Entity 6064 | Chief Financial Officer | March 04, 2021 | March 08, 2021 |
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 March 04, 2021 · Filed March 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 114,694 |
Reported balance
After 2021-03-04 transaction · row 1
1 source rowRow 1 · 2021-03-04 · Grant · Acquired 14,296 · Balance 114,694 F1: 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. |
| Common Stock (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.79 · Expires 2031-03-04 | Direct | 83,782 |
Reported balance
After 2021-03-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-03-04 · Grant · Acquired 27,742 · Balance 83,782 F2: One-fourth of the options will become exercisable on March 4, 2022, March 4, 2023, March 4, 2024 and March 4, 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-fourth increments on March 4, 2022, March 4, 2023, March 4, 2024 and March 4, 2025.
F2: One-fourth of the options will become exercisable on March 4, 2022, March 4, 2023, March 4, 2024 and March 4, 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 |
|---|---|---|---|---|---|---|
| March 04, 2021 Filed Mar 8, 2021 21:54 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock (right to buy) · Derivative | 27,742 | $0.00 Strike: $6.79 | $0.00 |
DisclosureSEC source: 0000899243-21-010371 · doc4.xml · derivative · entry 2 HALL LARRY D · CIK 0001226948 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,782 Underlying: Common Stock · 27,742 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 21:54 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 14,296 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-010371 · doc4.xml · nonDerivative · entry 1 HALL LARRY D · CIK 0001226948 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,694 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 22:39 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock (right to buy) · Derivative | 29,451 | $0.00 Strike: $6.68 | $0.00 |
DisclosureSEC source: 0000899243-20-004935 · doc4.xml · derivative · entry 2 HALL LARRY D · CIK 0001226948 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,040 Underlying: Common Stock · 29,451 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 22:39 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 14,531 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-004935 · doc4.xml · nonDerivative · entry 1 HALL LARRY D · CIK 0001226948 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,398 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 20:12 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock (right to buy) · Derivative | 26,589 | $0.00 Strike: $6.55 | $0.00 |
DisclosureSEC source: 0000899243-19-008868 · doc4.xml · derivative · entry 2 HALL LARRY D · CIK 0001226948 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,589 Underlying: Common Stock · 26,589 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 20:12 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 12,214 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-008868 · doc4.xml · nonDerivative · entry 1 HALL LARRY D · CIK 0001226948 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,867 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 |
| February 20, 2018 Filed Feb 22, 2018 21:19 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 17,084 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005038 · doc4.xml · nonDerivative · entry 1 HALL LARRY D · CIK 0001226948 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,653 F1 · shares: Represents restricted shares of common stock awarded under the Medallion Financial Corp. 2015 Employee Restricted Stock Plan which will vest in equal one-third increments on the first, second and third anniversaries of the date of grant. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 13:46 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 35,047 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-004427 · doc4.xml · nonDerivative · entry 1 HALL LARRY D · CIK 0001226948 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,569 F1 · shares: Represents restricted shares of common stock awarded under the Medallion Financial Corp. 2015 Employee Restricted Stock Plan which will fully vest on the anniversary of the date of grant. Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 21:39 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | SaleCommon Stock | 10,992 | $3.58 | $39,317.28 |
DisclosureSEC source: 0000899243-16-035779 · doc4.xml · nonDerivative · entry 1 HALL LARRY D · CIK 0001226948 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,522 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.