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. insider equity award. Executive Chairman and director Alvin Murstein reported receiving a grant of 39,597 shares of Medallion Financial common stock on February 10, 2026, at a price of $0 per share as an equity award.
These are restricted shares awarded under the company’s 2018 Equity Incentive Plan and will vest in three equal installments on March 1, 2027, March 1, 2028, and March 1, 2029. After this award, Murstein directly holds 306,940 common shares and also reports indirect beneficial ownership of additional shares through family trusts and his spouse.
Medallion Financial Corp. executive Marisa T. Silverman reported an equity award of company stock. On February 10, 2026, she acquired 19,305 shares of Medallion Financial common stock as a grant at a stated price of $0.00 per share, bringing her directly owned holdings to 105,673 shares.
The award consists of restricted shares granted under the Medallion Financial Corp. 2018 Equity Incentive Plan. These shares are scheduled to vest in three equal installments on March 1, 2027, March 1, 2028, and March 1, 2029. Silverman serves as Executive Vice President, General Counsel and Secretary.
Medallion Financial Corp. reported an equity award to a senior executive. Chief Credit Officer and Executive Vice President Thomas J. Munson received 9,653 restricted shares of common stock on February 10, 2026 as a grant under the company’s 2018 Equity Incentive Plan at a price of $0 per share.
These restricted shares will vest in three equal installments on March 1, 2027, March 1, 2028, and March 1, 2029, tying compensation to longer-term service. Following this award, Munson directly holds 67,916 shares of Medallion Financial common stock.
Medallion Financial Corp. officer receives stock award. Samantha K. Rozovsky, Chief Compliance Officer and Associate General Counsel, acquired 8,687 shares of Medallion Financial common stock on February 10, 2026 through a restricted stock grant at $0 per share. After this award, she beneficially owns 22,502 shares directly.
The restricted shares were granted under the Medallion Financial Corp. 2018 Equity Incentive Plan and are scheduled to vest in three equal installments on March 1, 2027, March 1, 2028, and March 1, 2029. This reflects routine equity-based compensation aligning the officer’s interests with shareholders over time.
Medallion Financial Corp. executive and director Andrew Murstein acquired 77,220 restricted shares of common stock on February 10, 2026 through an equity award. The shares were granted at a price of $0 under the Medallion Financial Corp. 2018 Equity Incentive Plan.
The award will vest in three equal installments on March 1, 2027, March 1, 2028, and March 1, 2029. After this grant, Murstein beneficially owns 864,408 shares directly and 1,481,963 shares indirectly through the Andrew Murstein Family Trust.
Medallion Financial Corp. reported an equity award to insider Donald S. Poulton, Chief Executive Officer of Medallion Bank. On February 10, 2026, he acquired 58,760 restricted shares of common stock at a price of $0.00 per share under the company’s 2018 Equity Incentive Plan.
These restricted shares will vest in three equal installments on March 1, 2027, March 1, 2028, and March 1, 2029. Following this grant, Poulton directly beneficially owns 276,835 shares of Medallion Financial common stock.
Medallion Financial Corp. filed a current report stating that its wholly owned subsidiary, Medallion Bank, issued a press release announcing results for the quarter and year ended December 31, 2025. The press release is included as Exhibit 99.1 and is incorporated by reference.
The company notes this information is being furnished under Regulation FD, not filed, meaning it will only be incorporated into future registration statements if specifically identified. Medallion Financial’s common stock continues to trade on the NASDAQ Global Select Market under the symbol MFIN.
Medallion Financial Corp. reported changes to leadership roles at its subsidiary Medallion Bank effective January 12, 2026. Donald Poulton will step down as President of Medallion Bank but will continue to serve as Chief Executive Officer for the remainder of his existing employment term, with all other terms of his prior agreement unchanged.
David Justin Haley will leave his role as Executive Vice President and Chief Financial Officer of Medallion Bank and become President under a Second Amended and Restated Employment Agreement. That agreement runs for two years and automatically renews each year for an additional two-year term starting January 1, 2027, unless either party ends it. Mr. Haley will receive an annual base salary of $430,000 effective January 1, 2026, is eligible for severance if his agreement ends under certain conditions, and is subject to a non‑competition covenant.
Medallion Financial Corp. reported Q3 results, showing higher lending activity and solid credit performance. Total assets were $2.90 billion versus $2.87 billion at year-end, driven by net loans of $2.38 billion. Deposits were $2.06 billion. Stockholders’ equity reached $397.4 million, and book value per share was $17.07.
For the quarter ended September 30, 2025, total interest income was $80.8 million and net interest income rose to $55.7 million from $52.7 million a year ago, while the provision for credit losses decreased to $18.6 million. Other income improved to $3.0 million, including gains on taxi medallion assets. After expenses of $20.7 million and taxes of $5.9 million, net income was $13.6 million.
Net income attributable to common stockholders was $7.8 million with diluted EPS of $0.32 (vs. $0.37 last year), reflecting higher non‑controlling interest. Year‑to‑date, net income attributable to stockholders was $30.8 million with diluted EPS of $1.28. Shares outstanding were 23,279,435 as of November 3, 2025.
Medallion Financial Corp. submitted a current report to let investors know it has released its financial results for the quarter ended September 30, 2025. The company distributed a press release on October 29, 2025 detailing these quarterly results.
The press release is attached as Exhibit 99.1 and is treated as "furnished" rather than "filed" under securities laws, meaning it is not automatically incorporated into the company’s registration statements unless specifically referenced in the future.