Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MEDALLION FINANCIAL CORPMFIN · Entity 6064 | See Remarks | March 01, 2026 | March 02, 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 01, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,809 |
Reported balance
After 2026-03-01 transaction · row 1
1 source rowRow 1 · 2026-03-01 · Tax withholding · Disposed 6,107 · Balance 61,809 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 |
|---|---|---|---|---|---|---|
| March 01, 2026 Filed Mar 2, 2026 21:07 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 6,107 | $10.09 | $61,619.63 |
DisclosureSEC source: 0001193125-26-085382 · ownership.xml · nonDerivative · entry 1 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,809 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 | 9,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-048708 · ownership.xml · nonDerivative · entry 1 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,916 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 | 501 | $8.17 | $4,093.17 |
DisclosureSEC source: 0000950170-25-033533 · ownership.xml · nonDerivative · entry 1 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,263 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 | 5,871 | $8.34 | $48,964.14 |
DisclosureSEC source: 0000950170-25-030828 · ownership.xml · nonDerivative · entry 1 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,764 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 21:13 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 11,806 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022235 · ownership.xml · nonDerivative · entry 1 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,635 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 an Individual Retirement Account for the benefit of Thomas J. Munson. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 21:08 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 501 | $8.18 | $4,098.18 |
DisclosureSEC source: 0001209191-24-004341 · doc4.xml · nonDerivative · entry 2 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,382 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 21:08 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 3,879 | $7.98 | $30,954.42 |
DisclosureSEC source: 0001209191-24-004341 · doc4.xml · nonDerivative · entry 1 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,883 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 21:10 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 509 | $8.97 | $4,565.73 |
DisclosureSEC source: 0001209191-24-003646 · doc4.xml · nonDerivative · entry 2 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,762 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 21:10 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 11,706 | $8.97 | $105,002.82 |
DisclosureSEC source: 0001209191-24-003646 · doc4.xml · nonDerivative · entry 1 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,271 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 21:19 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 501 | $8.47 | $4,243.47 |
DisclosureSEC source: 0001209191-23-016730 · doc4.xml · nonDerivative · entry 1 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,565 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 21:20 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 1,773 | $8.49 | $15,052.77 |
DisclosureSEC source: 0001209191-23-015475 · doc4.xml · nonDerivative · entry 1 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,066 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 21:40 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 509 | $7.93 | $4,036.37 |
DisclosureSEC source: 0001209191-23-011210 · doc4.xml · nonDerivative · entry 2 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,839 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 21:40 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 12,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011210 · doc4.xml · nonDerivative · entry 1 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,348 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 21:09 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | Tax withholdingCommon Stock | 487 | $8.79 | $4,280.73 |
DisclosureSEC source: 0001209191-23-010043 · doc4.xml · nonDerivative · entry 1 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,972 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 07, 2022 Filed Mar 8, 2022 14:10 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 1,100 | $8.55 | $9,405.00 |
DisclosureSEC source: 0000899243-22-009857 · doc4.xml · nonDerivative · entry 1 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,447 F1 · ownership.nature: These shares are held by Charles Schwab & Co., Inc. in an Individual Retirement Account for the benefit of Thomas J. Munson. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 21:28 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 10,419 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-007190 · doc4.xml · nonDerivative · entry 1 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,459 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 22:04 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock (right to buy) · Derivative | 7,620 | $0.00 Strike: $6.79 | $0.00 |
DisclosureSEC source: 0000899243-21-010383 · doc4.xml · derivative · entry 3 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,018 Underlying: Common Stock · 7,620 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 22:04 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 3,927 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-010383 · doc4.xml · nonDerivative · entry 1 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,040 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 22:08 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock (right to buy) · Derivative | 8,089 | $0.00 Strike: $6.68 | $0.00 |
DisclosureSEC source: 0000899243-20-004919 · doc4.xml · derivative · entry 3 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,398 Underlying: Common Stock · 8,089 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 22:08 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 3,991 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-004919 · doc4.xml · nonDerivative · entry 1 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,113 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 |
| May 17, 2019 Filed May 17, 2019 20:37 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | SaleCommon Stock | 2,548 | $7.34 | $18,702.32 |
DisclosureSEC source: 0000899243-19-014005 · doc4.xml · nonDerivative · entry 2 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,122 F1 · shares: Represents the sale of shares to satisfy tax withholding obligations in connection with the vesting of a previously granted restricted stock award. Read SEC document |
| May 17, 2019 Filed May 17, 2019 20:37 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | SaleCommon Stock | 1,700 | $7.33 | $12,469.16 |
DisclosureSEC source: 0000899243-19-014005 · doc4.xml · nonDerivative · entry 1 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,670 F1 · shares: Represents the sale of shares to satisfy tax withholding obligations in connection with the vesting of a previously granted restricted stock award. Read SEC document |
| March 21, 2019 Filed Mar 25, 2019 20:16 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock (right to buy) · Derivative | 8,309 | $0.00 Strike: $6.55 | $0.00 |
DisclosureSEC source: 0000899243-19-008873 · doc4.xml · derivative · entry 3 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,309 Underlying: Common Stock · 8,309 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 20:16 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 3,817 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-008873 · doc4.xml · nonDerivative · entry 1 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,370 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 |
| February 20, 2018 Filed Feb 22, 2018 21:25 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | GrantCommon Stock | 3,417 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005045 · doc4.xml · nonDerivative · entry 1 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,553 F1 · shares: Represents restricted shares of common stock awarded under the Medallion Financial Corp. 2015 Employee Restricted Stock Plan which will vest in equal one-third increments on the first, second and third anniversaries of the date of grant. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 12:48 UTC | MEDALLION FINANCIAL CORP MFIN · Entity 6064 | PurchaseCommon Stock | 2,000 | $2.40 | $4,800.00 |
DisclosureSEC source: 0000899243-17-016632 · doc4.xml · nonDerivative · entry 1 Munson Thomas J. · CIK 0001698515 · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,347 F1 · ownership.nature: These shares are held by Charles Schwab & Co., Inc. in an Individual Retirement Account for the benefit of Thomas J. Munson. 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.