Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MEDALLION FINANCIAL CORPMFIN · Entity 6064 | Director · See Remarks | 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 | 971,064 |
Ending reported balance
After 2026-03-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-10 · Grant · Acquired 323,870 · Balance 1,136,400 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 165,336 · Balance 971,064 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. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 1,481,963 |
Reported balance
Holding disclosure · report date 2026-03-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,481,963 F3: Represents shares beneficially owned by the Andrew Murstein Family Trust. |
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.
F3: Represents shares beneficially owned by the Andrew Murstein Family Trust.
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 | 165,336 | $9.59 | $1,585,572.24 |
DisclosureSEC source: 0001193125-26-102122 · ownership.xml · nonDerivative · entry 2 MURSTEIN ANDREW · CIK 0001033265 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 971,064 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 | 323,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-102122 · ownership.xml · nonDerivative · entry 1 MURSTEIN ANDREW · CIK 0001033265 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,136,400 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 | 51,878 | $10.09 | $523,449.02 |
DisclosureSEC source: 0001193125-26-085383 · ownership.xml · nonDerivative · entry 1 MURSTEIN ANDREW · CIK 0001033265 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 812,530 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 | 77,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-048707 · ownership.xml · nonDerivative · entry 1 MURSTEIN ANDREW · CIK 0001033265 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 864,408 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 | 7,545 | $8.17 | $61,642.65 |
DisclosureSEC source: 0000950170-25-033538 · ownership.xml · nonDerivative · entry 1 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 787,188 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 | 62,498 | $8.34 | $521,233.32 |
DisclosureSEC source: 0000950170-25-030825 · ownership.xml · nonDerivative · entry 1 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 794,733 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 | 94,451 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022223 · ownership.xml · nonDerivative · entry 1 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 857,231 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 21:06 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 7,545 | $8.18 | $61,718.10 |
DisclosureSEC source: 0001209191-24-004337 · doc4.xml · nonDerivative · entry 2 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 762,780 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 21:06 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 45,530 | $7.98 | $363,329.40 |
DisclosureSEC source: 0001209191-24-004337 · doc4.xml · nonDerivative · entry 1 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 770,325 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 21:07 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 8,521 | $8.97 | $76,433.37 |
DisclosureSEC source: 0001209191-24-003638 · doc4.xml · nonDerivative · entry 2 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 815,855 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 21:07 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 99,714 | $8.97 | $894,434.58 |
DisclosureSEC source: 0001209191-24-003638 · doc4.xml · nonDerivative · entry 1 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 824,376 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 21:09 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 7,545 | $8.47 | $63,906.15 |
DisclosureSEC source: 0001209191-23-016710 · doc4.xml · nonDerivative · entry 1 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 724,662 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 21:10 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 26,693 | $8.49 | $226,623.57 |
DisclosureSEC source: 0001209191-23-015428 · doc4.xml · nonDerivative · entry 1 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 732,207 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 21:31 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 8,521 | $7.93 | $67,571.53 |
DisclosureSEC source: 0001209191-23-011182 · doc4.xml · nonDerivative · entry 2 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 758,900 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 21:31 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 110,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011182 · doc4.xml · nonDerivative · entry 1 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 767,421 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 21:07 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 5,787 | $8.79 | $50,867.73 |
DisclosureSEC source: 0001209191-23-010037 · doc4.xml · nonDerivative · entry 1 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 656,723 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 21:18 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 156,862 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-007177 · doc4.xml · nonDerivative · entry 1 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 662,510 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 21:34 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock (right to buy) · Derivative | 114,720 | $0.00 Strike: $6.79 | $0.00 |
DisclosureSEC source: 0000899243-21-010357 · doc4.xml · derivative · entry 3 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,749 Underlying: Common Stock · 114,720 shares Expires 2031-03-04 F3 · 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 21:34 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 59,116 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-010357 · doc4.xml · nonDerivative · entry 1 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505,648 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 |
| February 17, 2020 Filed Feb 18, 2020 21:42 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock (right to buy) · Derivative | 135,316 | $0.00 Strike: $6.68 | $0.00 |
DisclosureSEC source: 0000899243-20-004889 · doc4.xml · derivative · entry 3 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,029 Underlying: Common Stock · 135,316 shares Expires 2030-02-17 F3 · 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 21:42 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 66,766 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-004889 · doc4.xml · nonDerivative · entry 1 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 446,532 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 |
| March 21, 2019 Filed Mar 25, 2019 20:10 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock (right to buy) · Derivative | 98,713 | $0.00 Strike: $6.55 | $0.00 |
DisclosureSEC source: 0000899243-19-008864 · doc4.xml · derivative · entry 3 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,713 Underlying: Common Stock · 98,713 shares Expires 2029-03-21 F3 · 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 20:10 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 45,344 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-008864 · doc4.xml · nonDerivative · entry 1 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,766 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 |
| April 19, 2017 Filed Apr 21, 2017 20:12 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 97,087 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-010715 · doc4.xml · nonDerivative · entry 1 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,422 F1 · acquired: Represents restricted shares of common stock awarded under the Medallion Financial Corp. 2015 Employee Restricted Stock Plan which will fully vest on January 2, 2018. Read SEC document |
| March 16, 2017 Filed Mar 20, 2017 12:41 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 5,000 | $2.13 | $10,671.50 |
DisclosureSEC source: 0000899243-17-008173 · doc4.xml · nonDerivative · entry 1 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,335 Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 21:52 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 7,000 | $3.57 | $25,019.40 |
DisclosureSEC source: 0000899243-16-035785 · doc4.xml · nonDerivative · entry 1 MURSTEIN ANDREW · CIK 0001033265 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,335 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.