Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Merchants BancorpMBIN · Entity 4382 | Director · Lynn Market President | February 01, 2026 | February 03, 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.
Merchants Bancorp
Report date February 01, 2026 · Filed February 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,556 |
Reported balance
After 2026-02-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-01 · Tax withholding · Disposed 1,817 · Balance 27,556 F1: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. F2: Includes 9,538 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 5,372 vesting 2/1/2027; 2,829 vesting 2/1/2028; and 1,337 vesting 2/1/2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations.
F2: Includes 9,538 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 5,372 vesting 2/1/2027; 2,829 vesting 2/1/2028; and 1,337 vesting 2/1/2029.
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 |
|---|---|---|---|---|---|---|
| February 01, 2026 Filed Feb 3, 2026 21:22 UTC | Merchants Bancorp MBIN · Entity 4382 | Tax withholdingCommon Stock | 1,817 | $41.46 | $75,332.82 |
DisclosureSEC source: 0001718816-26-000002 · primarydocument.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,556 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. F2 · balance_after: Includes 9,538 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 5,372 vesting 2/1/2027; 2,829 vesting 2/1/2028; and 1,337 vesting 2/1/2029. Read SEC document |
| January 27, 2026 Filed Jan 29, 2026 13:53 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 4,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001718816-26-000001 · primarydocument.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,373 F1 · shares: Unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vesting and shares are issued. F2 · balance_after: Includes 15,174 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 5,636 vesting 2/1/2026; 5,372 vesting 2/1/2027; 2,829 vesting 2/1/2028; and 1,337 vesting 2/1/2029. Read SEC document |
| February 01, 2025 Filed Feb 4, 2025 22:45 UTC | Merchants Bancorp MBIN · Entity 4382 | Tax withholdingCommon Stock | 2,244 | $41.93 | $94,090.92 |
DisclosureSEC source: 0001562180-25-000911 · primarydocument.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,362 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. F2 · balance_after: Includes 11,163 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 5,636 vesting 2/1/2026; 4,035 vesting 2/1/2027, and 1,492 vesting 2/1/2028. Read SEC document |
| January 29, 2025 Filed Jan 29, 2025 21:38 UTC | Merchants Bancorp MBIN · Entity 4382 | SaleCommon Stock | 25,000 | $43.10 | $1,077,500.00 |
DisclosureSEC source: 0001562180-25-000666 · primarydocument.xml · nonDerivative · entry 2 Evans Scott A. · CIK 0001718816 · Director · Lynn Market President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,606 F3 · shares: Sales were pursuant to a 10b5-1 stock trading plan dated August 7, 2024 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.00 to $43.82 per share, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · balance_after: Includes 18,144 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 6,981 vesting 2/1/2025; 5,636 vesting 2/1/2026; 4,035 vesting 2/1/2027, and 1,492 vesting 2/1/2028. Read SEC document |
| January 28, 2025 Filed Jan 29, 2025 21:38 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 4,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000666 · primarydocument.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,606 F1 · shares: Unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vesting and shares are issued: 1,492 vesting 2/1/2026; 1,492 vesting 2/1/2027, and 1,492 vesting 2/1/2028. F2 · balance_after: Includes 18,144 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 6,981 vesting 2/1/2025; 5,636 vesting 2/1/2026; 4,035 vesting 2/1/2027, and 1,492 vesting 2/1/2028. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:10 UTC | Merchants Bancorp MBIN · Entity 4382 | Tax withholdingCommon Stock | 2,494 | $42.17 | $105,171.98 |
DisclosureSEC source: 0001562180-24-000976 · primarydocument.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,130 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. F2 · balance_after: Includes 13,668 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 6,981 vesting 2/1/2025; 4,144 vesting 2/1/2026, and 2,543 vesting 2/1/2027. Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 22:24 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 7,628 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000678 · primarydocument.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,624 F1 · balance_after: Includes 22,228 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 8,560 vesting 2/1/2024; 6,981 vesting 2/1/2025; 4,144 vesting 2/1/2026, and 2,543 vesting 2/1/2027. Read SEC document |
| February 01, 2023 Filed Feb 4, 2023 00:43 UTC | Merchants Bancorp MBIN · Entity 4382 | Tax withholdingCommon Stock | 2,466 | $30.05 | $74,103.30 |
DisclosureSEC source: 0001562180-23-000994 · primarydocument.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,996 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. F2 · balance_after: Includes 14,600 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 8,560 vesting 2/1/2024; 4,439 vesting 2/1/2025; and 1,601 vesting 2/1/2026. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 21:14 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 4,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000606 · primarydocument.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,462 F1 · shares: Unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vesting and shares are issued: 1,600 vesting 2/1/2024; 1,601 vesting 2/1/2025 and 1,601 vesting 2/1/2026. F2 · balance_after: Includes 23,125 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 8,525 vesting 2/1/2023; 8,560 vesting 2/1/2024; 4,439 vesting 2/1/2025; and 1,601 vesting 2/1/2026. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:51 UTC | Merchants Bancorp MBIN · Entity 4382 | Tax withholdingCommon Stock | 2,004 | $30.40 | $60,921.60 |
DisclosureSEC source: 0001562180-22-001050 · primarydocument.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,660 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. F2 · balance_after: includes 18,323 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 8,525 vesting 2/1/2023; 6,960 vesting 2/1/2024; and 2,838 vesting 2/1/2025. Read SEC document |
| January 24, 2022 Filed Jan 26, 2022 21:15 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 8,513 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-000678 · primarydocument.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,664 F1 · shares: unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vesting and shares are issued: 2,837 vesting 2/1/2023; 2,838 vesting 2/1/2024, and 2,838 vesting 2/1/2025. F2 · balance_after: includes 25,284 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 6,959 vesting 2/1/2022; 8,525 vesting 2/1/2023; 6,962 vesting 2/1/2024; and 2,838 vesting 2/1/2025. Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 21:12 UTC | Merchants Bancorp MBIN · Entity 4382 | Tax withholdingCommon Stock | 544 | $31.92 | $17,364.48 |
DisclosureSEC source: 0001562180-21-000728 · primarydocument.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,767 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. F2 · balance_after: Includes 11,180 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 4,639 vesting 2/1/2022; 3,792 vesting 2/1/2023; and 2,749 vesting 2/1/2024. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 21:09 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 8,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-000423 · primarydocument.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,311 F1 · shares: unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vesting and shares are issued: 2,748 vesting 2/1/2022; 2,748 vesting 2/1/2023, and 2,749 vesting 2/1/2024. F2 · balance_after: Includes 13,071 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 1,891 vesting 2/1/2021; 4,639 vesting 2/1/2022; 3,792 vesting 2/1/2023; and 2,749 vesting 2/1/2024. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 02:09 UTC | Merchants Bancorp MBIN · Entity 4382 | Tax withholdingCommon Stock | 1,021 | $26.64 | $27,199.44 |
DisclosureSEC source: 0001562180-20-006995 · primarydocument.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,066 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. F2 · balance_after: Includes 4,826 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 1,891 vesting 2/1/2021; 1,891 vesting 2/1/2022; and 1,044 vesting 2/1/2023. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 01:55 UTC | Merchants Bancorp MBIN · Entity 4382 | Tax withholdingCommon Stock | 296 | $16.05 | $4,750.80 |
DisclosureSEC source: 0001562180-20-002561 · primarydocument.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,087 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. F2 · balance_after: Includes 8,381 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 3,555 vesting 11/30/2020; 1,891 vesting 2/1/2021; 1,891 vesting 2/1/2022; and 1,044 vesting 2/1/2023. Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:03 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 3,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000543 · primarydocument.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,383 F1 · shares: unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vesting and shares are issued: 1,044 vesting 2/1/2021; 1,044 vesting 2/1/2022, and 1,044 vesting 2/1/2023. F2 · balance_after: includes 9,228 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 847 vesting 3/15/2020; 3,555 vesting 11/30/2020; 1,891 vesting 2/1/2021; 1,891 vesting 2/1/2022; and 1,044 vesting 2/1/2023. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 21:10 UTC | Merchants Bancorp MBIN · Entity 4382 | SaleCommon Stock | 1,368 | $19.70 | $26,943.58 |
DisclosureSEC source: 0001562180-20-000123 · primarydocument.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,251 F1 · shares: These shares were part of an automatic sell to cover transaction to satisfy tax withholding obligations in connection with the vesting of restricted stock units and do no represent discretionary trades by the reporting person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.70 to $19.56 per share, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 6,096 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 3,555 vesting 12/31/2020 and 2,541 vesting 12/31/2021 Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 21:06 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 2,541 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-010334 · a4.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,619 F1 · shares: unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vesting on 12/31/2021 and shares are issued F2 · balance_after: includes 10,617 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 4,521 vesting 12/31/2019; 3,555 vesting 12/31/2020; and 2,541 vesting 12/31/2021 Read SEC document |
| January 18, 2019 Filed Jan 22, 2019 21:06 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 1,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-002731 · a4.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,078 F1 · balance_after: includes 8,076 unvested shares for which the reporting person does not have voting rights or receive dividends until vested: 4,521 vesting 12/31/2019 and 3,555 vesting 12/31/2020 Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 21:21 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 4,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-002841 · edgar.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market Pres, Co-COO (A) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,921 F1 · shares: Grant of restricted stock vests: 510 shares on 2/22/2019; 510 shares on 12/31/2019; and 3,555 shares on 12/31/2020. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 22:30 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 1,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001025 · edgar.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market Pres, Co-COO (1) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,346 Read SEC document |
| October 27, 2017 Filed Oct 31, 2017 20:06 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseCommon Stock | 625 | $16.00 | $10,000.00 |
DisclosureSEC source: 0001179110-17-013572 · edgar.xml · nonDerivative · entry 1 Evans Scott A. · CIK 0001718816 · Director · Lynn Market Pres, Co-COO (1) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 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.