Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MEDALLION FINANCIAL CORPMFIN · Entity 6064 | Director | August 25, 2016 | September 13, 2016 |
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 25, 2016 · Filed September 13, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,000 |
Ending reported balance
After 2016-09-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-08-25 · Purchase · Acquired 300 · Balance 400 Row 2 · 2016-09-09 · Purchase · Acquired 600 · Balance 1,000 |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 12,885 |
Reported balance
Holding disclosure · report date 2016-08-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 12,885 F1: Represents shares beneficially owned by the Lowell P. Weicker Estate for Lowell P. Weicker, Jr. of which Mr. Weicker is the income beneficiary. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 2,300 |
Reported balance
Holding disclosure · report date 2016-08-25 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,300 F2: These shares are held by Bank of New York Mellon Wealth Management in an Individual Retirement Account for the benefit of Mr. Weicker's spouse. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 300 |
Reported balance
Holding disclosure · report date 2016-08-25 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 300 F3: These shares are held by Mr. Weicker's spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares beneficially owned by the Lowell P. Weicker Estate for Lowell P. Weicker, Jr. of which Mr. Weicker is the income beneficiary.
F2: These shares are held by Bank of New York Mellon Wealth Management in an Individual Retirement Account for the benefit of Mr. Weicker's spouse.
F3: These shares are held by Mr. Weicker's spouse.
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 |
|---|---|---|---|---|---|---|
| September 09, 2016 Filed Sep 13, 2016 20:11 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 600 | $3.54 | $2,124.24 |
DisclosureSEC source: 0000899243-16-028866 · doc4.xml · nonDerivative · entry 2 WEICKER LOWELL P JR · CIK 0001185920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| August 25, 2016 Filed Sep 13, 2016 20:11 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 300 | $4.84 | $1,452.00 |
DisclosureSEC source: 0000899243-16-028866 · doc4.xml · nonDerivative · entry 1 WEICKER LOWELL P JR · CIK 0001185920 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 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.