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 |
| Walker & Dunlop, Inc.WD · Entity 4737 | Director | May 10, 2018 | May 14, 2018 |
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 | 90,686 |
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 90,686 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.
Walker & Dunlop, Inc.
Report date May 10, 2018 · Filed May 14, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,790 |
Reported balance
After 2018-05-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-05-10 · Grant · Acquired 1,790 · Balance 1,790 F1: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit represents the right to receive one share of common stock of the Issuer.
F2: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan.
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: 0001193125-26-265803 · ownership.xml · derivative · entry 1 Hallenbeck Cynthia A · CIK 0001503846 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,686 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: 0000950170-25-086125 · ownership.xml · derivative · entry 1 Hallenbeck Cynthia A · CIK 0001503846 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,745 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 |
| June 11, 2024 Filed Jun 12, 2024 20:08 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantRestricted Stock Units · Derivative | 13,974 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-072436 · ownership.xml · derivative · entry 1 Hallenbeck Cynthia A · CIK 0001503846 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,669 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 20:57 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantRestricted Stock Units · Derivative | 12,583 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-043550 · doc4.xml · derivative · entry 1 Hallenbeck Cynthia A · CIK 0001503846 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,803 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: 0000899243-22-027373 · doc4.xml · derivative · entry 1 Hallenbeck Cynthia A · CIK 0001503846 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,980 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 20:33 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantRestricted Stock Units · Derivative | 2,819 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-025006 · doc4.xml · derivative · entry 1 Hallenbeck Cynthia A · CIK 0001503846 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,731 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 20:25 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantRestricted Stock Units · Derivative | 7,912 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-020377 · doc4.xml · derivative · entry 1 Hallenbeck Cynthia A · CIK 0001503846 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,912 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 |
| May 10, 2018 Filed May 14, 2018 21:02 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 1,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-032999 · a4.xml · derivative · entry 1 Hallenbeck Cynthia A · CIK 0001503846 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,790 Underlying: Common Stock · 1,790 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. Read SEC document |
| May 18, 2017 Filed May 19, 2017 20:15 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 2,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-034027 · a4.xml · derivative · entry 1 Hallenbeck Cynthia A · CIK 0001503846 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,150 Underlying: Common Stock · 2,150 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. 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.