Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Merchants BancorpMBIN · Entity 4382 | Director | August 20, 2026 | August 24, 2026 |
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.
Merchants Bancorp
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 120,049 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Grant · Acquired 328 · Balance 120,049 F1: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. |
| Series C Depositary SharesSEC Table I · non-derivative | Direct | 43,700 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 43,700 |
| Series C Depositary SharesSEC Table I · non-derivative | Indirectby O'Brien Motors, Inc. | 40,000 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 40,000 |
| Series D Depositary SharesSEC Table I · non-derivative | Direct | 40,000 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 40,000 |
| Series E Depositary SharesSEC Table I · non-derivative | Direct | 40,000 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 40,000 |
| Series E Depositary SharesSEC Table I · non-derivative | Indirectby O'Brien Motors, Inc. | 40,000 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 40,000 |
Filing footnotes · ownership attribution and instrument terms
F1: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share.
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 20, 2026 Filed Aug 24, 2026 20:19 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 328 | $53.50 | $17,548.00 |
DisclosureSEC source: 0001719805-26-000003 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,049 F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:17 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 381 | $46.03 | $17,537.43 |
DisclosureSEC source: 0001719805-26-000002 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,721 F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| February 19, 2026 Filed Feb 19, 2026 22:05 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 377 | $46.45 | $17,511.65 |
DisclosureSEC source: 0001719805-26-000001 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,340 F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| November 19, 2025 Filed Nov 21, 2025 21:29 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 562 | $31.17 | $17,517.54 |
DisclosureSEC source: 0001719805-25-000003 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,963 F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| August 21, 2025 Filed Aug 25, 2025 20:29 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 540 | $32.42 | $17,506.80 |
DisclosureSEC source: 0001562180-25-005994 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,401 F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| May 15, 2025 Filed May 19, 2025 13:00 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 536 | $32.71 | $17,532.56 |
DisclosureSEC source: 0001562180-25-003959 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,861 F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 13:14 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 409 | $42.82 | $17,513.38 |
DisclosureSEC source: 0001562180-25-001521 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,325 F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 22:55 UTC | Merchants Bancorp MBIN · Entity 4382 | Disposition to issuerSeries B Depositary Shares | 4,000 | $25.00 | $100,000.00 |
DisclosureSEC source: 0001562180-25-000206 · primarydocument.xml · nonDerivative · entry 2 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by O'Brien Motors, Inc. Disclosed balance after: 0 F1 · price: Redemption by the issuer of all outstanding shares of Series B preferred stock (including all associated depositary shares representing a 1/40th interest therein) at the liquidation preference prescribed by the issuer's Articles. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 22:55 UTC | Merchants Bancorp MBIN · Entity 4382 | Disposition to issuerSeries B depositary shares | 6,000 | $25.00 | $150,000.00 |
DisclosureSEC source: 0001562180-25-000206 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Redemption by the issuer of all outstanding shares of Series B preferred stock (including all associated depositary shares representing a 1/40th interest therein) at the liquidation preference prescribed by the issuer's Articles. Read SEC document |
| November 20, 2024 Filed Nov 20, 2024 21:11 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 449 | $39.00 | $17,511.00 |
DisclosureSEC source: 0001562180-24-007823 · primarydocument.xml · nonDerivative · entry 3 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,916 Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 21:11 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseSeries E Depositary Shares | 40,000 | $25.00 | $1,000,000.00 |
DisclosureSEC source: 0001562180-24-007823 · primarydocument.xml · nonDerivative · entry 2 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by O'Brien Motors, Inc. Disclosed balance after: 40,000 Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 21:11 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseSeries E Depositary Shares | 40,000 | $25.00 | $1,000,000.00 |
DisclosureSEC source: 0001562180-24-007823 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 12:26 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 430 | $40.78 | $17,535.40 |
DisclosureSEC source: 0001562180-24-006332 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,467 F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| May 16, 2024 Filed May 20, 2024 12:41 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 407 | $43.04 | $17,517.28 |
DisclosureSEC source: 0001562180-24-004178 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,037 F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| April 01, 2024 Filed May 20, 2024 12:41 UTC | Merchants Bancorp MBIN · Entity 4382 | Disposition to issuerSeries A Preferred Stock | 80,000 | $25.00 | $2,000,000.00 |
DisclosureSEC source: 0001562180-24-004178 · primarydocument.xml · nonDerivative · entry 3 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by O'Brien Motors, Inc. Disclosed balance after: 0 F2 · price: Redemption by the issuer of all outstanding shares of Series A preferred stock at the liquidation preference prescribed by the issuer's Articles. Read SEC document |
| April 01, 2024 Filed May 20, 2024 12:41 UTC | Merchants Bancorp MBIN · Entity 4382 | Disposition to issuerSeries A Preferred Stock | 23,000 | $25.00 | $575,000.00 |
DisclosureSEC source: 0001562180-24-004178 · primarydocument.xml · nonDerivative · entry 2 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: Redemption by the issuer of all outstanding shares of Series A preferred stock at the liquidation preference prescribed by the issuer's Articles. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 02:48 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 452 | $38.75 | $17,515.00 |
DisclosureSEC source: 0001562180-24-001351 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,630 F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| November 15, 2023 Filed Nov 16, 2023 21:25 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 388 | $32.28 | $12,524.64 |
DisclosureSEC source: 0001562180-23-007727 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,178 F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| August 17, 2023 Filed Aug 21, 2023 12:49 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 416 | $30.10 | $12,521.60 |
DisclosureSEC source: 0001562180-23-006467 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,790 F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| June 13, 2023 Filed Jun 14, 2023 20:05 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseSeries B depositary shares | 1,500 | $21.32 | $31,980.00 |
DisclosureSEC source: 0001562180-23-005149 · primarydocument.xml · nonDerivative · entry 2 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,000 F2 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $20.25 to $20.35 per share, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| June 13, 2023 Filed Jun 14, 2023 20:05 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseSeries A Preferred Stock | 3,000 | $22.72 | $68,160.00 |
DisclosureSEC source: 0001562180-23-005149 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,000 F1 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $22.68 to $22.79 per share, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| May 18, 2023 Filed May 22, 2023 12:49 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 526 | $23.80 | $12,518.80 |
DisclosureSEC source: 0001562180-23-004333 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,374 F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 21:02 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseSeries B depositary shares | 3,999 | $23.25 | $92,976.75 |
DisclosureSEC source: 0001562180-23-002696 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 21:02 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseSeries B depositary shares | 1 | $23.25 | $23.25 |
DisclosureSEC source: 0001562180-23-002695 · primarydocument.xml · nonDerivative · entry 2 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 501 Read SEC document |
| March 07, 2023 Filed Mar 10, 2023 21:02 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseSeries B depositary shares | 500 | $23.25 | $11,625.00 |
DisclosureSEC source: 0001562180-23-002695 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Read SEC document |
| February 16, 2023 Filed Feb 28, 2023 02:42 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 409 | $30.63 | $12,527.67 |
DisclosureSEC source: 0001562180-23-001941 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,848 F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| February 15, 2023 Filed Feb 28, 2023 02:42 UTC | Merchants Bancorp MBIN · Entity 4382 | GiftSeries C Depositary Shares | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-001941 · primarydocument.xml · nonDerivative · entry 2 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by O'Brien Motors, Inc. Disclosed balance after: 40,000 Read SEC document |
| December 09, 2022 Filed Dec 14, 2022 23:03 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseSeries C Depositary Shares | 3,700 | $21.00 | $77,700.00 |
DisclosureSEC source: 0001562180-22-008293 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,700 F1 · price: The reported price in Column 4 is a weighted average price. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 21:14 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 507 | $24.70 | $12,522.90 |
DisclosureSEC source: 0001562180-22-007734 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,439 F1 · shares: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| September 22, 2022 Filed Sep 23, 2022 20:09 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseSeries D Depositary Shares | 40,000 | $25.00 | $1,000,000.00 |
DisclosureSEC source: 0001562180-22-006805 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Read SEC document |
| August 18, 2022 Filed Aug 19, 2022 20:07 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 439 | $28.50 | $12,511.50 |
DisclosureSEC source: 0001562180-22-006242 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,932 F1 · shares: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| May 19, 2022 Filed May 23, 2022 20:04 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 538 | $23.25 | $12,508.50 |
DisclosureSEC source: 0001562180-22-004336 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,493 F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| February 17, 2022 Filed Feb 17, 2022 21:11 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 411 | $30.47 | $12,523.17 |
DisclosureSEC source: 0001562180-22-001567 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,955 F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| November 17, 2021 Filed Nov 17, 2021 21:13 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 269 | $46.47 | $12,500.43 |
DisclosureSEC source: 0001562180-21-007106 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,363 Read SEC document |
| August 19, 2021 Filed Sep 1, 2021 20:10 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 355 | $35.27 | $12,520.85 |
DisclosureSEC source: 0001562180-21-005691 · primarydocument.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,094 F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| May 20, 2021 Filed May 24, 2021 20:06 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 292 | $42.95 | $12,541.40 |
DisclosureSEC source: 0001104659-21-071158 · tm2117361-3_4seq1.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,739 F1 · price: This award represents the equity portion of the Reporting Person's quarterly retainer for service as a director of the Issuer. The number of shares awarded was determined by dividing the dollar value of the equity portion by the price shown, which was the closing price of one share of the Issuer's common stock on the day immediately prior to the most recent scheduled quarterly board meeting, and rounding up to the next whole share. Read SEC document |
| April 15, 2021 Filed May 10, 2021 20:32 UTC | Merchants Bancorp MBIN · Entity 4382 | Disposition to issuer8 % Non-Cumulative, Perpetual Preferred Stock | 1,000 | $1,000.00 | $1,000,000.00 |
DisclosureSEC source: 0001104659-21-063904 · tm2115755-2_4seq1.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 20:06 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseSeries C Preferred Stock | 120,000 | $25.00 | $3,000,000.00 |
DisclosureSEC source: 0001104659-21-038345 · tm2110150-2_4seq1.xml · nonDerivative · entry 3 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by O'Brien Motors, Inc. Disclosed balance after: 120,000 Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 20:06 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseSeries C Preferred Stock | 40,000 | $25.00 | $1,000,000.00 |
DisclosureSEC source: 0001104659-21-038345 · tm2110150-2_4seq1.xml · nonDerivative · entry 2 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Read SEC document |
| September 15, 2020 Filed Sep 17, 2020 20:38 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 3,000 | $20.53 | $61,590.00 |
DisclosureSEC source: 0001104659-20-106125 · a4.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,447 Read SEC document |
| September 15, 2020 Filed Feb 2, 2021 21:13 UTC Amendment | Merchants Bancorp MBIN · Entity 4382 | PurchaseCommon Stock | 3,000 | $20.53 | $61,590.00 |
DisclosureSEC source: 0001104659-21-010916 · a4a.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,447 F1 · kind: When Reporting Person's Form 4 was initially filed on September 17, 2020, transaction code was inadvertently listed as "Award" rather than "Purchase" Read SEC document |
| May 21, 2020 Filed May 22, 2020 20:06 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 626 | $15.99 | $10,009.74 |
DisclosureSEC source: 0001104659-20-065347 · a4.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,447 F1 · price: This award represents the equity portion of the Reporting Person's retainer for service as a director of the Issuer. The number of shares represented by this award was determined by dividing the dollar value of the equity portion by the price shown, which is the closing price of one share of the Issuer's Common Stock on the day immediately prior to the Reporting Person's election to the Board of Directors. Read SEC document |
| May 13, 2020 Filed May 15, 2020 20:06 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseCommon Stock | 1,000 | $13.87 | $13,870.00 |
DisclosureSEC source: 0001104659-20-062592 · a4.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,821 Read SEC document |
| May 11, 2020 Filed May 13, 2020 20:08 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseCommon Stock | 1,500 | $14.45 | $21,675.00 |
DisclosureSEC source: 0001104659-20-060847 · a4.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,821 Read SEC document |
| March 11, 2020 Filed Mar 18, 2021 20:06 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseSeries B Preferred Stock | 4,000 | $26.55 | $106,200.00 |
DisclosureSEC source: 0001104659-21-038345 · tm2110150-2_4seq1.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by O'Brien Motors, Inc. Disclosed balance after: 4,000 Read SEC document |
| May 16, 2019 Filed May 20, 2019 20:09 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 455 | $22.02 | $10,019.10 |
DisclosureSEC source: 0001104659-19-030549 · a4.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,321 F1 · price: This award represents the equity portion of the Reporting Person's retainer for service as a director of the Issuer. The number of shares represented by this award was determined by dividing the dollar value of the equity portion by the price shown, which is the closing price of one share of the Issuer's Common Stock on the day immediately prior to the Reporting Person's election to the Board of Directors. Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 20:55 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseSeries A Preferred Stock | 80,000 | $25.00 | $2,000,000.00 |
DisclosureSEC source: 0001104659-19-017461 · a4.xml · nonDerivative · entry 2 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by O'Brien Motors, Inc. Disclosed balance after: 80,000 Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 20:55 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseSeries A Preferred Stock | 20,000 | $25.00 | $500,000.00 |
DisclosureSEC source: 0001104659-19-017461 · a4.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| December 04, 2018 Filed Dec 6, 2018 13:53 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseCommon Stock | 3,000 | $22.99 | $68,970.00 |
DisclosureSEC source: 0001104659-18-071545 · a4.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,866 F1 · deemedExecutionDate: Purchase was made pursuant to an instruction in compliance with Rule 10b5-1(c) and Mr. O'Brien was notified of the trade on December 5, 2018. Read SEC document |
| November 26, 2018 Filed Nov 29, 2018 22:55 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseCommon Stock | 1,000 | $23.00 | $23,000.00 |
DisclosureSEC source: 0001104659-18-070667 · a4.xml · nonDerivative · entry 1 O'Brien Patrick D. · CIK 0001719805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,866 F1 · deemedExecutionDate: Purchase was made pursuant to an instruction in compliance with Rule 10b5-1(c) and Mr. O'Brien was notified of the trade on November 27, 2018. 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.