Welcome to our dedicated page for Medallion BK Utah SEC filings (Ticker: MBNKO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The MBNKO SEC filings page on Stock Titan provides access to regulatory documents and related information for Medallion Bank Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series G, in the context of its issuer, Medallion Financial Corp. Medallion Financial Corp. files reports with the U.S. Securities and Exchange Commission, including Form 8-K current reports that describe material events affecting the company.
Recent Form 8-K filings illustrate the types of information investors can expect. One filing, reported for a date in October 2025 under Item 2.02, notes that Medallion Financial Corp. issued a press release announcing its results for a quarter ended September 30, 2025. Another Form 8-K from October 2025 describes amendments to employment agreements for senior executives and adoption of Fourth Amended and Restated By-Laws to provide for the role of Executive Chairman of the Board. These filings include exhibits such as employment agreement amendments, bylaw text, and press releases.
For holders or researchers of MBNKO, filings such as annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K help explain the issuer’s financial condition, governance, and material events. Information about Medallion Bank’s lending segments—Recreation, Home Improvement, and Other—appears in descriptive data and may be further detailed in periodic reports.
On Stock Titan, SEC filings are presented with AI-powered summaries that highlight key sections and clarify complex disclosures. Users can review documents related to Medallion Financial Corp.’s capital structure, governance changes, and financial reporting, and connect these disclosures to the characteristics of the MBNKO preferred stock, including its fixed-rate reset, non-cumulative, and perpetual features.
Medallion Financial Corp director and officer Andrew Murstein reported compensation-related stock activity, not open-market trading. He received 323,870 shares of common stock at no cost upon vesting of previously granted performance units under the Medallion Financial Corp 2018 Equity Incentive Plan. To cover tax obligations from this vesting, 165,336 shares were withheld by the company at a price of $9.59 per share in a transaction exempt under Rule 16b-3. After these entries, he directly holds 971,064 common shares and indirectly holds 1,481,963 common shares through the Andrew Murstein Family Trust.
Medallion Financial Corp reported that its Chief Financial Officer, Anthony N. Cutrone, received a stock award of 84,858 shares of common stock at no cost, tied to the vesting of previously granted performance units under the company’s 2018 Equity Incentive Plan.
To cover related tax obligations, the issuer withheld 41,622 shares valued at $9.59 per share in a transaction exempt under Rule 16b-3. After these transactions, Cutrone directly owns 144,800 shares of Medallion Financial common stock.
Medallion Financial Corp executive officer David Justin Haley reported equity compensation and related tax withholding. He received a grant of 39,152 shares of common stock upon vesting of previously granted performance units under the Medallion Financial Corp 2018 Equity Incentive Plan. On the same date, 17,168 shares were withheld by the company at $9.59 per share to cover tax obligations from the vesting. After these transactions, Haley directly owns 152,496 shares of Medallion Financial common stock.
Medallion Financial Corp executive Donald S. Poulton reported equity compensation activity involving the company’s common stock. On March 10, 2026, he received 101,831 shares upon vesting of previously granted performance units under the Medallion Financial Corp 2018 Equity Incentive Plan.
To cover tax obligations from this vesting, 44,653 shares were withheld by the company at a price of $9.59 per share in a transaction exempt under Rule 16b-3. After these routine compensation and tax-withholding entries, Poulton directly holds 319,017 shares of Medallion Financial common stock.
Medallion Financial Corp director and officer Alvin Murstein reported equity compensation activity in the company’s common stock. He received 72,103 shares on March 10, 2026 as a grant tied to previously awarded performance units under the Medallion Financial Corp. 2018 Equity Incentive Plan.
To cover tax obligations from this vesting, 36,809 shares were withheld by the company at $9.59 per share in a transaction exempt under Rule 16b-3, rather than sold in the open market. After these transactions, he directly holds 330,261 shares, with additional indirect holdings of 1,358,300, 117,660, and 5,000 shares through family trusts and his spouse.
Medallion Financial Corp. is a Delaware-based specialty finance company focused on consumer and commercial lending, with total assets of $2.96 billion as of December 31, 2025. Lending is concentrated in recreation and home improvement loans, which together represent most loans receivable and interest income.
Recreation loans totaled $1.62 billion and home improvement loans $810.2 million, with a combined loans receivable balance of $2.57 billion including commercial and taxi medallion exposures. About 25% of consumer loans are non-prime, and management highlights sensitivity to economic downturns, inflation and higher rates, which can raise delinquencies and losses.
The company funds primarily through $2.09 billion of brokered certificates of deposit and other borrowings, plus privately placed notes, SBA debentures and trust preferred securities, for total debt of $2.40 billion. Medallion Bank must remain well-capitalized, comply with Basel III capital and CRA requirements, and navigate extensive consumer, privacy, AML and SBA regulations.
MEDALLION FINANCIAL CORP executive vice president Jeffrey D. Rudnick reported a Form 4 showing 3,298 shares of common stock were withheld by the company on March 1, 2026 to cover tax obligations upon vesting of restricted stock awards. After this tax-withholding disposition, he directly owns 24,873 shares.
Medallion Financial Corp officer Samantha K. Rozovsky reported a tax-withholding disposition of 2,002 shares of common stock on March 1, 2026. The shares were withheld by the company to cover taxes due on vesting of restricted stock awards. After this transaction, she directly holds 20,500 shares.
Medallion Financial Corp executive reports tax-share withholding. On this Form 4, David Justin Haley reported a disposition of 7,819 shares of Medallion Financial common stock at $10.09 per share. The shares were withheld by the company to cover tax obligations on previously granted restricted stock that vested, leaving him with 130,512 directly owned shares.
Medallion Financial Corp’s Chief Financial Officer Anthony N. Cutrone reported a tax-related share withholding tied to vesting equity awards. On March 1, 2026, 13,992 shares of common stock were withheld at $10.09 per share to satisfy tax obligations upon vesting of restricted stock.
These shares were withheld by the company under its 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3, rather than sold in the open market. After this tax-withholding disposition, Cutrone directly held 101,564 common shares.