Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MEDALLION FINANCIAL CORPMFIN · Entity 6064 | Director | June 09, 2026 | June 10, 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 09, 2026 · Filed June 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 97,097 |
Reported balance
After 2026-06-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-09 · Grant · Acquired 12,981 · Balance 97,097 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 9, 2027 and settlement is deferred until termination of service as a member of the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.
F2: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 9, 2027 and settlement is deferred until termination of service as a member of the Board of Directors.
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 09, 2026 Filed Jun 10, 2026 20:05 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantRestricted Stock Units · Derivative | 12,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-265801 · ownership.xml · derivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,097 Underlying: Common Stock · 12,981 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 9, 2027 and settlement is deferred until termination of service as a member of the Board of Directors. F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 9, 2027 and settlement is deferred until termination of service as a member of the Board of Directors. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 20:02 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantRestricted Stock Units · Derivative | 13,172 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086126 · ownership.xml · derivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,830 Underlying: Common Stock · 13,172 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 12, 2026 and settlement is deferred until termination of service as a member of the Board of Directors. F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 12, 2026 and settlement is deferred until termination of service as a member of the Board of Directors. Read SEC document |
| May 08, 2025 Filed May 8, 2025 20:05 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Exercise / conversionCommon Stock (right to buy) · Derivative | 12,000 | $0.00 Strike: $5.58 | $0.00 |
DisclosureSEC source: 0000950170-25-066903 · ownership.xml · derivative · entry 2 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,000 Underlying: Common Stock · 12,000 shares Expires 2028-06-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: One-third of the options vested on June 15, 2019, June 15, 2020 and June 15, 2021. All of these options have fully vested. Read SEC document |
| May 08, 2025 Filed May 8, 2025 20:05 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Exercise / conversionCommon Stock | 12,000 | $5.58 | $66,960.00 |
DisclosureSEC source: 0000950170-25-066903 · ownership.xml · nonDerivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,277 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes shares held in a Roth Individual Retirement Account for the benefit of Mr. Rudnick. Read SEC document |
| June 11, 2024 Filed Jun 12, 2024 20:10 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantRestricted Stock Units · Derivative | 13,974 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-072442 · ownership.xml · derivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,464 Underlying: Common Stock · 13,974 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 11, 2025 and settlement is deferred until termination of service as a member of the Board of Directors. F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 11, 2025 and settlement is deferred until termination of service as a member of the Board of Directors. Read SEC document |
| July 26, 2023 Filed Jul 27, 2023 20:59 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantRestricted Stock Units · Derivative | 12,583 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-043553 · doc4.xml · derivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,349 Underlying: Common Stock · 12,583 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 22, 2024 and settlement is deferred until termination of service as a member of the Board of Directors. F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 22, 2024 and settlement is deferred until termination of service as a member of the Board of Directors. Read SEC document |
| August 01, 2022 Filed Aug 2, 2022 20:09 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantRestricted Stock Units · Derivative | 17,038 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-027374 · doc4.xml · derivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,291 Underlying: Common Stock · 17,038 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 14, 2023 and settlement is deferred until termination of service as a member of the Board of Directors. F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 14, 2023 and settlement is deferred until termination of service as a member of the Board of Directors. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 20:39 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantRestricted Stock Units · Derivative | 2,819 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-025012 · doc4.xml · derivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,939 Underlying: Common Stock · 2,819 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 17, 2022 and settlement is deferred until termination of service as a member of the Board of Directors. F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 17, 2022 and settlement is deferred until termination of service as a member of the Board of Directors. Read SEC document |
| July 23, 2020 Filed Jul 24, 2020 20:20 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantRestricted Stock Units · Derivative | 7,912 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-020371 · doc4.xml · derivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,120 Underlying: Common Stock · 7,912 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 19, 2021 and settlement is deferred until termination of service as a member of the Board of Directors. F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 19, 2021 and settlement is deferred until termination of service as a member of the Board of Directors. Read SEC document |
| August 08, 2019 Filed Aug 12, 2019 12:32 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 5,000 | $4.75 | $23,769.00 |
DisclosureSEC source: 0000899243-19-021539 · doc4.xml · nonDerivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 213,853 F1 · ownership.nature: These shares are held by Alliance Bernstein in a Roth Individual Retirement Account for the benefit of Mr. Rudnick. Read SEC document |
| July 24, 2019 Filed Jul 25, 2019 20:22 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantRestricted Stock Units · Derivative | 5,208 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-020393 · doc4.xml · derivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,208 Underlying: Common Stock · 5,208 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 14, 2020 and settlement is deferred until termination of service as a member of the Board of Directors. F2 · derivative.expiration_date: The RSUs issued pursuant to the Medallion Financial Corp. 2018 Equity Incentive Plan will fully vest on June 14, 2020 and settlement is deferred until termination of service as a member of the Board of Directors. Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 20:28 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock (right to buy) · Derivative | 12,000 | $0.00 Strike: $5.58 | $0.00 |
DisclosureSEC source: 0000899243-18-016992 · doc4.xml · derivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,000 Underlying: Common Stock · 12,000 shares Expires 2028-06-15 F1 · derivative.exercise_date: One-third of the options will vest on the first, second and third anniversaries of the date of grant. Read SEC document |
| September 13, 2017 Filed Sep 14, 2017 12:53 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 12,500 | $2.26 | $28,250.00 |
DisclosureSEC source: 0000899243-17-022043 · doc4.xml · nonDerivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 208,853 F1 · ownership.nature: These shares are held by Merrill Lynch in a Roth Individual Retirement Account for the benefit of Mr. Rudnick. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 12:51 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 1,551 | $2.50 | $3,877.50 |
DisclosureSEC source: 0000899243-17-016339 · doc4.xml · nonDerivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 196,353 F1 · ownership.nature: These shares are held by Merrill Lynch in a Roth Individual Retirement Account for the benefit of Mr. Rudnick. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 12:53 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 13,049 | $2.50 | $32,622.50 |
DisclosureSEC source: 0000899243-17-016151 · doc4.xml · nonDerivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 194,802 F1 · ownership.nature: These shares are held by Merrill Lynch in a Roth Individual Retirement Account for the benefit of Mr. Rudnick. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 12:40 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 20,700 | $2.49 | $51,543.00 |
DisclosureSEC source: 0000899243-17-015855 · doc4.xml · nonDerivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 181,753 F1 · ownership.nature: These shares are held by Merrill Lynch in a Roth Individual Retirement Account for the benefit of Mr. Rudnick. Read SEC document |
| June 07, 2017 Filed Jun 8, 2017 12:52 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 4,700 | $2.50 | $11,739.19 |
DisclosureSEC source: 0000899243-17-015768 · doc4.xml · nonDerivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 161,053 F1 · ownership.nature: These shares are held by Merrill Lynch in a Roth Individual Retirement Account for the benefit of Mr. Rudnick. Read SEC document |
| June 06, 2017 Filed Jun 7, 2017 13:27 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 60,000 | $2.48 | $148,590.00 |
DisclosureSEC source: 0000899243-17-015590 · doc4.xml · nonDerivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 156,353 F1 · ownership.nature: These shares are held by Merrill Lynch in a Roth Individual Retirement Account for the benefit of Mr. Rudnick. Read SEC document |
| May 17, 2017 Filed May 18, 2017 13:18 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 61,800 | $2.18 | $134,724.00 |
DisclosureSEC source: 0000899243-17-013627 · doc4.xml · nonDerivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 96,353 F1 · ownership.nature: These shares are held by Merrill Lynch in a Roth Individual Retirement Account for the benefit of Mr. Rudnick. Read SEC document |
| March 16, 2017 Filed Mar 20, 2017 12:48 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 2,663 | $2.04 | $5,432.52 |
DisclosureSEC source: 0000899243-17-008175 · doc4.xml · nonDerivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 34,553 F1 · ownership.nature: These shares are held by Merrill Lynch in a Roth Individual Retirement Account for the benefit of Mr. Rudnick. Read SEC document |
| March 10, 2017 Filed Mar 16, 2017 22:06 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 23,890 | $1.96 | $46,824.40 |
DisclosureSEC source: 0000899243-17-007809 · doc4.xml · nonDerivative · entry 1 RUDNICK DAVID L · CIK 0001228452 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 31,890 F1 · ownership.nature: These shares are held by Merrill Lynch in a Roth Individual Retirement Account for the benefit of Mr. Rudnick. 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.