Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Merchants BancorpMBIN · Entity 4382 | Merchants Mortgage 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 | 45,106 |
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 2,140 · Balance 45,106 F1: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. F2: Includes 11,845 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 6,450 vesting 2/1/2027; 3,544 vesting 2/1/2028; and 1,851 vesting 2/1/2029. |
| Common StockSEC Table I · non-derivative | IndirectIRA | 18,007 |
Reported balance
Holding disclosure · report date 2026-02-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,007 |
| Series C Depositary SharesSEC Table I · non-derivative | Direct | 400 |
Reported balance
Holding disclosure · report date 2026-02-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 400 |
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 11,845 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 6,450 vesting 2/1/2027; 3,544 vesting 2/1/2028; and 1,851 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 16:22 UTC | Merchants Bancorp MBIN · Entity 4382 | Tax withholdingCommon Stock | 2,140 | $41.46 | $88,724.40 |
DisclosureSEC source: 0001718490-26-000002 · primarydocument.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,106 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. F2 · balance_after: Includes 11,845 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 6,450 vesting 2/1/2027; 3,544 vesting 2/1/2028; and 1,851 vesting 2/1/2029. Read SEC document |
| January 27, 2026 Filed Jan 29, 2026 08:54 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 5,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001718490-26-000001 · primarydocument.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,246 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 18,046 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 6,201 vesting 2/1/2026; 6,450 vesting 2/1/2027; 3,544 vesting 2/1/2028; and 1,851 vesting 2/1/2029. Read SEC document |
| February 01, 2025 Filed Feb 4, 2025 17:45 UTC | Merchants Bancorp MBIN · Entity 4382 | Tax withholdingCommon Stock | 2,881 | $41.93 | $120,800.33 |
DisclosureSEC source: 0001562180-25-000909 · primarydocument.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,693 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. F2 · balance_after: Includes 12,493 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 6,201 vesting 2/1/2026; 4,599 vesting 2/1/2027, and 1,693 vesting 2/1/2028. Read SEC document |
| January 28, 2025 Filed Jan 29, 2025 16:33 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 5,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000662 · primarydocument.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,574 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: 1,694 vesting 2/1/2026; 1,693 vesting 2/1/2027, and 1,693 vesting 2/1/2028. F2 · balance_after: Includes 19,838 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 7,345 vesting 2/1/2025; 6,201 vesting 2/1/2026; 4,599 vesting 2/1/2027, and 1,693 vesting 2/1/2028. Read SEC document |
| November 25, 2024 Filed Dec 4, 2024 16:29 UTC | Merchants Bancorp MBIN · Entity 4382 | GiftCommon Stock | 965 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-008149 · primarydocument.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,494 F1 · balance_after: Includes 14,758 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 7,345 vesting 2/1/2025; 4,507 vesting 2/1/2026, and 2,906 vesting 2/1/2027. Read SEC document |
| April 01, 2024 Filed May 20, 2024 08:42 UTC | Merchants Bancorp MBIN · Entity 4382 | Disposition to issuerSeries A Preferred Stock | 300 | $25.00 | $7,500.00 |
DisclosureSEC source: 0001562180-24-004182 · primarydocument.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Redemption by the issuer of all outstanding shares of Series A preferred stock at the liquidation preference prescribed by the issuer's Articles. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 16:11 UTC | Merchants Bancorp MBIN · Entity 4382 | Tax withholdingCommon Stock | 2,735 | $42.17 | $115,334.95 |
DisclosureSEC source: 0001562180-24-000977 · primarydocument.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,459 F1 · price: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. F2 · balance_after: Includes 14,758 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 7,345 vesting 2/1/2025; 4,507 vesting 2/1/2026, and 2,906 vesting 2/1/2027. Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 17:23 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 8,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000677 · primarydocument.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,194 F1 · balance_after: Includes 23,318 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; 7,345 vesting 2/1/2025; 4,507 vesting 2/1/2026, and 2,906 vesting 2/1/2027. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 19:43 UTC | Merchants Bancorp MBIN · Entity 4382 | Tax withholdingCommon Stock | 2,459 | $30.05 | $73,892.95 |
DisclosureSEC source: 0001562180-23-000995 · primarydocument.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,476 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. F2 · price: 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 16:15 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 4,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000608 · primarydocument.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,935 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 16:56 UTC | Merchants Bancorp MBIN · Entity 4382 | Tax withholdingCommon Stock | 2,060 | $30.40 | $62,624.00 |
DisclosureSEC source: 0001562180-22-001052 · primarydocument.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,133 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 16:16 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 8,513 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-000683 · primarydocument.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,193 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 25,474 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 7,149 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 |
| March 16, 2021 Filed Mar 18, 2021 16:04 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseSeries C Preferred Stock | 400 | $25.00 | $10,000.00 |
DisclosureSEC source: 0001562180-21-002329 · primarydocument.xml · nonDerivative · entry 2 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 16:12 UTC | Merchants Bancorp MBIN · Entity 4382 | Tax withholdingCommon Stock | 580 | $31.92 | $18,513.60 |
DisclosureSEC source: 0001562180-21-000729 · primarydocument.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,808 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. F2 · balance_after: includes 11,307 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 4,766 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 16:09 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 8,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-000424 · primarydocument.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,388 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 13,325 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 2,018 vesting 2/1/2021; 4,766 vesting 2/1/2022; 3,792 vesting 2/1/2023; and 2,749 vesting 2/1/2024 Read SEC document |
| January 01, 2021 Filed Mar 18, 2021 16:04 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 144.7677 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002329 · primarydocument.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: Not disclosed Ownership: Indirect · by ESOP Disclosed balance after: 144.7677 Read SEC document |
| November 30, 2020 Filed Dec 1, 2020 21:09 UTC | Merchants Bancorp MBIN · Entity 4382 | Tax withholdingCommon Stock | 602 | $26.64 | $16,037.28 |
DisclosureSEC source: 0001562180-20-006996 · primarydocument.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,143 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. F2 · balance_after: Includes 5,080 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 2,018 vesting 2/1/2021; 2,018 vesting 2/1/2022; and 1,044 vesting 2/1/2023. Read SEC document |
| March 15, 2020 Filed Mar 16, 2020 21:53 UTC | Merchants Bancorp MBIN · Entity 4382 | Tax withholdingCommon Stock | 280 | $16.05 | $4,494.00 |
DisclosureSEC source: 0001562180-20-002555 · primarydocument.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,745 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. F2 · balance_after: Includes 7,172 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 2,092 vesting 11/30/2020; 2,018 vesting 2/1/2021; 2,018 vesting 2/1/2022; and 1,044 vesting 2/1/2023. Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 16:03 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 3,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000544 · primarydocument.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,025 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 8,146 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 974 vesting 3/15/2020; 2,092 vesting 11/30/2020; 2,018 vesting 2/1/2021; 2,018 vesting 2/1/2022; and 1,044 vesting 2/1/2023. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 16:10 UTC | Merchants Bancorp MBIN · Entity 4382 | SaleCommon Stock | 816 | $19.70 | $16,071.61 |
DisclosureSEC source: 0001562180-20-000124 · primarydocument.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,893 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 5,014 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 2,092 vesting 12/31/2020 and 2,922 vesting 12/31/2021 Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 16:54 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseSeries A Preferred Stock | 300 | $25.00 | $7,500.00 |
DisclosureSEC source: 0001104659-19-017459 · a4.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 16:07 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 2,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-010336 · a4.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,021 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 7,709 unvested restricted stock units for which the reporting person does not have voting rights or receive dividends until vested and shares are issued: 2,695 vesting 12/31/2019; 2,092 vesting 12/31/2020; and 2,922 vesting 12/31/2021 Read SEC document |
| January 18, 2019 Filed Jan 22, 2019 16:06 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 684 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-002732 · a4.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · Merchants Mortgage President 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 2,005 Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 16:20 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 2,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-002837 · edgar.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · President (A) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,025 F1 · shares: Grant of restricted stock vests: 300 shares on 2/22/2019; 300 shares on 12/31/2019; and 2,092 shares on 12/31/2020. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 17:31 UTC | Merchants Bancorp MBIN · Entity 4382 | GrantCommon Stock | 684 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001026 · edgar.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · President (1) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,333 Read SEC document |
| October 27, 2017 Filed Oct 31, 2017 16:06 UTC | Merchants Bancorp MBIN · Entity 4382 | PurchaseCommon Stock | 312 | $16.00 | $4,992.00 |
DisclosureSEC source: 0001179110-17-013574 · edgar.xml · nonDerivative · entry 1 Koors Jerry F. · CIK 0001718490 · President (1) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,649 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.