Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MEDALLION FINANCIAL CORPMFIN · Entity 6064 | Chief Financial Officer | March 10, 2026 | March 11, 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 March 10, 2026 · Filed March 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 144,800 |
Ending reported balance
After 2026-03-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-10 · Grant · Acquired 84,858 · Balance 186,422 F1: Represents shares received upon vesting of performance units granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan. Row 2 · 2026-03-10 · Tax withholding · Disposed 41,622 · Balance 144,800 F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares received upon vesting of performance units granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan.
F2: 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.
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 |
|---|---|---|---|---|---|---|
| March 10, 2026 Filed Mar 11, 2026 20:07 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 41,622 | $9.59 | $399,154.98 |
DisclosureSEC source: 0001193125-26-102123 · ownership.xml · nonDerivative · entry 2 Cutrone Anthony N. · CIK 0001901400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,800 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 | 84,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-102123 · ownership.xml · nonDerivative · entry 1 Cutrone Anthony N. · CIK 0001901400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,422 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 | 13,992 | $10.09 | $141,179.28 |
DisclosureSEC source: 0001193125-26-085384 · ownership.xml · nonDerivative · entry 1 Cutrone Anthony N. · CIK 0001901400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,564 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 | 24,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-048709 · ownership.xml · nonDerivative · entry 1 Cutrone Anthony N. · CIK 0001901400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,556 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 01, 2025 Filed Mar 3, 2025 21:05 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 12,468 | $8.34 | $103,983.12 |
DisclosureSEC source: 0000950170-25-030821 · ownership.xml · nonDerivative · entry 1 Cutrone Anthony N. · CIK 0001901400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,063 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 21:12 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 29,055 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022230 · ownership.xml · nonDerivative · entry 1 Cutrone Anthony N. · CIK 0001901400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,531 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. F2 · balance_after: Includes shares held in a Roth Individual Retirement Account for the benefit of Anthony N. Cutrone Read SEC document |
| September 10, 2024 Filed Sep 10, 2024 20:05 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 500 | $7.50 | $3,750.00 |
DisclosureSEC source: 0000950170-24-105121 · ownership.xml · nonDerivative · entry 4 Cutrone Anthony N. · CIK 0001901400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 2,500 F1 · ownership.nature: These shares are held by Charles Schwab & Co., Inc. in a Roth Individual Retirement Account for the benefit of Anthony N. Cutrone. Read SEC document |
| September 10, 2024 Filed Sep 10, 2024 20:05 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 1,000 | $7.50 | $7,500.00 |
DisclosureSEC source: 0000950170-24-105121 · ownership.xml · nonDerivative · entry 3 Cutrone Anthony N. · CIK 0001901400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,976 Read SEC document |
| September 06, 2024 Filed Sep 10, 2024 20:05 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 2,000 | $7.53 | $15,050.00 |
DisclosureSEC source: 0000950170-24-105121 · ownership.xml · nonDerivative · entry 2 Cutrone Anthony N. · CIK 0001901400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 2,000 F1 · ownership.nature: These shares are held by Charles Schwab & Co., Inc. in a Roth Individual Retirement Account for the benefit of Anthony N. Cutrone. Read SEC document |
| September 06, 2024 Filed Sep 10, 2024 20:05 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 2,000 | $7.52 | $15,045.80 |
DisclosureSEC source: 0000950170-24-105121 · ownership.xml · nonDerivative · entry 1 Cutrone Anthony N. · CIK 0001901400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,976 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:07 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 9,368 | $7.98 | $74,756.64 |
DisclosureSEC source: 0001209191-24-004338 · doc4.xml · nonDerivative · entry 1 Cutrone Anthony N. · CIK 0001901400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,976 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 16, 2024 Filed Feb 21, 2024 21:07 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 27,435 | $8.97 | $246,091.95 |
DisclosureSEC source: 0001209191-24-003640 · doc4.xml · nonDerivative · entry 1 Cutrone Anthony N. · CIK 0001901400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,344 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 01, 2023 Filed Mar 3, 2023 21:12 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 4,431 | $8.49 | $37,619.19 |
DisclosureSEC source: 0001209191-23-015437 · doc4.xml · nonDerivative · entry 1 Cutrone Anthony N. · CIK 0001901400 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,909 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 16, 2023 Filed Feb 21, 2023 21:35 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 29,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011195 · doc4.xml · nonDerivative · entry 1 Cutrone Anthony N. · CIK 0001901400 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,340 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 17, 2022 Filed Feb 22, 2022 21:25 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 26,041 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-007183 · doc4.xml · nonDerivative · entry 1 Cutrone Anthony N. · CIK 0001901400 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,327 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.