Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MEDALLION FINANCIAL CORPMFIN · Entity 6064 | See Remarks | June 25, 2026 | June 26, 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.
MEDALLION FINANCIAL CORP
Report date June 25, 2026 · Filed June 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 278,247 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Tax withholding · Disposed 40,770 · Balance 278,247 F1: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock awards granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock awards granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934.
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 |
|---|---|---|---|---|---|---|
| June 25, 2026 Filed Jun 26, 2026 12:40 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 40,770 | $9.97 | $406,476.90 |
DisclosureSEC source: 0001193125-26-284018 · ownership.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 278,247 F1 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock awards granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934. Read SEC document |
| March 10, 2026 Filed Mar 11, 2026 20:07 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 44,653 | $9.59 | $428,222.27 |
DisclosureSEC source: 0001193125-26-102121 · ownership.xml · nonDerivative · entry 2 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 319,017 F2 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of performance unit award granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934. Read SEC document |
| March 10, 2026 Filed Mar 11, 2026 20:07 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 101,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-102121 · ownership.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 363,670 F1 · shares: Represents shares received upon vesting of performance units granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan. Read SEC document |
| March 01, 2026 Filed Mar 2, 2026 21:07 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 14,996 | $10.09 | $151,309.64 |
DisclosureSEC source: 0001193125-26-085381 · ownership.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261,839 F1 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock awards granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 21:07 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 58,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-048704 · ownership.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,835 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, 2027, March 1, 2028 and March 1, 2029. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 21:05 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 2,222 | $8.17 | $18,153.74 |
DisclosureSEC source: 0000950170-25-033541 · ownership.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,075 F1 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock award granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934. Read SEC document |
| March 01, 2025 Filed Mar 3, 2025 21:05 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 16,675 | $8.34 | $139,069.50 |
DisclosureSEC source: 0000950170-25-030834 · ownership.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,297 F1 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock awards granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:11 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 34,866 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022222 · ownership.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236,972 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, 2026, March 1, 2027 and March 1, 2028. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 21:07 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 2,228 | $8.18 | $18,225.04 |
DisclosureSEC source: 0001209191-24-004339 · doc4.xml · nonDerivative · entry 2 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,106 F1 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock award granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:07 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 11,884 | $7.98 | $94,834.32 |
DisclosureSEC source: 0001209191-24-004339 · doc4.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,334 F1 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock award granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934. Read SEC document |
| February 17, 2024 Filed Feb 21, 2024 21:08 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 1,852 | $8.97 | $16,612.44 |
DisclosureSEC source: 0001209191-24-003642 · doc4.xml · nonDerivative · entry 2 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,218 F2 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock award granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:08 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 32,922 | $8.97 | $295,310.34 |
DisclosureSEC source: 0001209191-24-003642 · doc4.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,070 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, 2025, March 1, 2026 and March 1, 2027. Read SEC document |
| March 04, 2023 Filed Mar 7, 2023 21:13 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 2,237 | $8.47 | $18,947.39 |
DisclosureSEC source: 0001209191-23-016720 · doc4.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,148 F1 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock award granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:15 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 6,810 | $8.49 | $57,816.90 |
DisclosureSEC source: 0001209191-23-015453 · doc4.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,385 F1 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock award granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934. Read SEC document |
| February 17, 2023 Filed Feb 21, 2023 21:33 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 1,861 | $7.93 | $14,757.73 |
DisclosureSEC source: 0001209191-23-011190 · doc4.xml · nonDerivative · entry 2 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,195 F2 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock award granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:33 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 34,808 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011190 · doc4.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,056 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, 2024, March 1, 2025 and March 1, 2026. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 21:08 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 1,097 | $8.79 | $9,642.63 |
DisclosureSEC source: 0001209191-23-010041 · doc4.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,248 F1 · shares: Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock award granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 21:25 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 46,223 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-007185 · doc4.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,345 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 22:07 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock (right to buy) · Derivative | 39,297 | $0.00 Strike: $6.79 | $0.00 |
DisclosureSEC source: 0000899243-21-010392 · doc4.xml · derivative · entry 2 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,033 Underlying: Common Stock · 39,297 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 22:07 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 20,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-010392 · doc4.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,122 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 |
| September 04, 2020 Filed Sep 8, 2020 12:40 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 2,500 | $2.97 | $7,424.50 |
DisclosureSEC source: 0000899243-20-024415 · doc4.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,872 Read SEC document |
| February 17, 2020 Filed Feb 18, 2020 22:09 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock (right to buy) · Derivative | 34,132 | $0.00 Strike: $6.68 | $0.00 |
DisclosureSEC source: 0000899243-20-004921 · doc4.xml · derivative · entry 2 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,736 Underlying: Common Stock · 34,132 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 22:09 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 16,841 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-004921 · doc4.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,372 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 |
| August 12, 2019 Filed Aug 13, 2019 12:37 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 2,200 | $4.58 | $10,069.40 |
DisclosureSEC source: 0000899243-19-021616 · doc4.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · CEO/President, Medallion Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,531 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 | 21,604 | $0.00 Strike: $6.55 | $0.00 |
DisclosureSEC source: 0000899243-19-008867 · doc4.xml · derivative · entry 2 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,604 Underlying: Common Stock · 21,604 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 | 9,924 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-008867 · doc4.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,331 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 |
| March 15, 2018 Filed Mar 16, 2018 20:07 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | SaleCommon Stock | 7,500 | $4.67 | $35,025.00 |
DisclosureSEC source: 0000899243-18-007702 · doc4.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,407 F1 · shares: For tax planning purposes, Mr. Poulton sold these shares. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:26 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 11,390 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005046 · doc4.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,907 F1 · shares: Represents restricted shares of common stock awarded under the Medallion Financial Corp. 2015 Employee Restricted Stock Plan which 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 13:49 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 23,364 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-004429 · doc4.xml · nonDerivative · entry 1 Poulton Donald S. · CIK 0001642620 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,517 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.