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Medallion BK Utah SEC Filings

MBNKO NASDAQ

Medallion Financial Corp. filings associated with MBNKO document specialty-finance operating results, funding activity, and capital-structure events. The company reports results for a business that originates and services loans in consumer and commercial industries and provides loan origination services to fintech strategic partners, with bank activity that includes recreation and home improvement lending and deposit funding.

Recent Form 8-K disclosures cover quarterly and annual results, net interest income, net interest margin, loan originations, material note purchase agreements, senior-note obligations, and repayment of privately placed notes. These filings also identify registered common stock and formal event reporting under financial-condition, Regulation FD, material-agreement, and direct-obligation disclosure items.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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MEDALLION FINANCIAL CORP director and officer Andrew Murstein reported a tax-related share disposition. On the vesting of previously granted restricted stock under the 2018 Equity Incentive Plan, the issuer withheld 51,878 common shares at $10.09 per share to satisfy tax obligations, a transaction exempt under Rule 16b-3. After this, Murstein directly holds 812,530 common shares and indirectly benefits from 1,481,963 shares held by the Andrew Murstein Family Trust.

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MEDALLION FINANCIAL CORP director and officer Andrew Murstein reported a tax-related share disposition. On the vesting of previously granted restricted stock under the 2018 Equity Incentive Plan, the issuer withheld 51,878 common shares at $10.09 per share to satisfy tax obligations, a transaction exempt under Rule 16b-3. After this, Murstein directly holds 812,530 common shares and indirectly benefits from 1,481,963 shares held by the Andrew Murstein Family Trust.

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MEDALLION FINANCIAL CORP insider reports tax-related share disposition

Officer Thomas J. Munson reported a tax-withholding disposition of 6,107 shares of Medallion Financial Corp common stock at $10.09 per share on March 1, 2026. These shares were withheld by the company to cover tax obligations from previously granted restricted stock vesting.

After this transaction, Munson directly owned 61,809 common shares. The transaction was carried out under the Medallion Financial Corp 2018 Equity Incentive Plan and is described as exempt under Rule 16b-3 of the Securities Exchange Act of 1934.

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MEDALLION FINANCIAL CORP insider reports tax-related share disposition

Officer Thomas J. Munson reported a tax-withholding disposition of 6,107 shares of Medallion Financial Corp common stock at $10.09 per share on March 1, 2026. These shares were withheld by the company to cover tax obligations from previously granted restricted stock vesting.

After this transaction, Munson directly owned 61,809 common shares. The transaction was carried out under the Medallion Financial Corp 2018 Equity Incentive Plan and is described as exempt under Rule 16b-3 of the Securities Exchange Act of 1934.

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FAQ

How many Medallion BK Utah (MBNKO) SEC filings are available on StockTitan?

StockTitan tracks 67 SEC filings for Medallion BK Utah (MBNKO), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Medallion BK Utah (MBNKO)?

The most recent SEC filing for Medallion BK Utah (MBNKO) was filed on March 11, 2026.