[SCHEDULE 13G/A] Meridian Corporation SEC Filing

Rhea-AI Filing Summary

Meridian Corporation received a Schedule 13G/A showing that several related Ategra entities and two individuals disclosed shared voting and dispositive power over 616,129 shares of Meridian common stock (CUSIP 58958P104), equal to 5.5% of the class. Reporting persons are Ategra Community Financial Institution Fund, L.P.; Ategra GP, LLC; Ategra Capital Management, LLC; and Jonathan Holtaway, each reporting 616,129 shares and 5.5% ownership. Jacques Rebibo reports beneficial ownership of 670,329 shares (5.9%), including 54,200 shares held solely. The filing states these shares are owned by advisory clients of Ategra Capital Management, LLC and disclaims acquisition for the purpose of changing control.

Positive

• Material ownership disclosed: Ategra-related parties report a >5% stake (5.5% and 5.9%), meeting SEC transparency requirements
• Clear ownership breakdown: Filing details sole vs shared voting and dispositive power, including Jacques Rebibo’s 54,200 shares held solely
• Disclosure of client ownership: States that reported shares are owned by advisory clients of Ategra Capital Management, LLC, clarifying beneficial ownership structure

Negative

• None.

Insights

Securities Analyst

TL;DR: Ategra-related entities disclosed just over 5% ownership in Meridian, signaling a meaningful but non-control stake.

The Schedule 13G/A documents common disclosure metrics: shared voting and dispositive power of 616,129 shares (5.5%) by Ategra entities and an aggregate 670,329 shares (5.9%) by Jacques Rebibo, who also holds 54,200 shares solely. This level of ownership requires disclosure and makes Ategra a notable holder without an expressed intent to influence control. For investors, the filing clarifies ownership structure and potential alignment of advisory clients with Ategra strategies, but it contains no indications of change-in-control activity or transactions beyond holdings.

Corporate Governance Expert

TL;DR: Ownership concentrated among related parties creates reporting obligations but the filing disclaims any control-seeking purpose.

The document identifies multiple related reporting persons domiciled in Delaware and the United States and provides granular vote/dispositive power breakdowns. Jacques Rebibo’s sole ownership of 54,200 shares is disclosed separately, while shared powers over 616,129 shares are attributed to Ategra-managed advisory clients. The explicit disclaimer that the holdings were not acquired to change control is standard for Schedule 13G filings; governance implications are limited absent further acquisitions or coordinated action.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 8)

Meridian Corporation

(Name of Issuer)

Common Stock, par value $1.00 per share

(Title of Class of Securities)

58958P104

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 58958P104

1

Names of Reporting Persons

ATEGRA COMMUNITY FINANCIAL INSTITUTION FUND, L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 616,129.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 616,129.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

616,129.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.5 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

CUSIP No. 58958P104

1

Names of Reporting Persons

ATEGRA GP, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 616,129.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 616,129.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

616,129.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.5 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

CUSIP No. 58958P104

1

Names of Reporting Persons

ATEGRA CAPITAL MANAGEMENT, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 616,129.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 616,129.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

616,129.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.5 %

12

Type of Reporting Person (See Instructions)

IA, OO

SCHEDULE 13G

CUSIP No. 58958P104

1

Names of Reporting Persons

JONATHAN HOLTAWAY

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 616,129.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 616,129.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

616,129.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.5 %

12

Type of Reporting Person (See Instructions)

HC, IN

SCHEDULE 13G

CUSIP No. 58958P104

1

Names of Reporting Persons

JACQUES REBIBO

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 54,200.00
6	Shared Voting Power 616,129.00
7	Sole Dispositive Power 54,200.00
8	Shared Dispositive Power 616,129.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

670,329.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.9 %

12

Type of Reporting Person (See Instructions)

HC, IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Meridian Corporation
(b)	Address of issuer's principal executive offices: 9 OLD LINCOLN HIGHWAY, MALVERN, PA, 19355
Item 2.
(a)	Name of person filing: Ategra Community Financial Institution Fund, L.P. Ategra GP, LLC Ategra Capital Management, LLC Jonathan Holtaway Jacques Rebibo
(b)	Address or principal business office or, if none, residence: Ategra Community Financial Institution Fund, L.P. 8229 BOONE BLVD., SUITE 300, VIENNA, VA, 22182 Ategra GP, LLC 8229 BOONE BLVD., SUITE 300, VIENNA, VA, 22182 Ategra Capital Management, LLC 8229 BOONE BLVD., SUITE 300, VIENNA, VA, 22182 Jonathan Holtaway 8229 BOONE BLVD., SUITE 300, VIENNA, VA, 22182 Jacques Rebibo 8229 BOONE BLVD., SUITE 300, VIENNA, VA, 22182
(c)	Citizenship: Ategra Community Financial Institution Fund, L.P. - Delaware Ategra GP, LLC - Delaware Ategra Capital Management, LLC - Delaware Jonathan Holtaway - United States Jacques Rebibo - United States
(d)	Title of class of securities: Common Stock, par value $1.00 per share
(e)	CUSIP No.: 58958P104
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: Ategra Community Financial Institution Fund, L.P. - 616,129 Ategra GP, LLC - 616,129 Ategra Capital Management, LLC - 616,129 Jonathan Holtaway - 616,129 Jacques Rebibo - 670,329
(b)	Percent of class: Ategra Community Financial Institution Fund, L.P. - 5.5% Ategra GP, LLC - 5.5% Ategra Capital Management, LLC - 5.5% Jonathan Holtaway - 5.5% Jacques Rebibo - 5.9%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Ategra Community Financial Institution Fund, L.P. - 0 Ategra GP, LLC - 0 Ategra Capital Management, LLC - 0 Jonathan Holtaway - 0 Jacques Rebibo - 54,200
	(ii) Shared power to vote or to direct the vote: Ategra Community Financial Institution Fund, L.P. - 616,129 Ategra GP, LLC - 616,129 Ategra Capital Management, LLC - 616,129 Jonathan Holtaway - 616,129 Jacques Rebibo - 616,129
	(iii) Sole power to dispose or to direct the disposition of: Ategra Community Financial Institution Fund, L.P. - 0 Ategra GP, LLC - 0 Ategra Capital Management, LLC - 0 Jonathan Holtaway - 0 Jacques Rebibo - 54,200
	(iv) Shared power to dispose or to direct the disposition of: Ategra Community Financial Institution Fund, L.P. - 616,129 Ategra GP, LLC - 616,129 Ategra Capital Management, LLC - 616,129 Jonathan Holtaway - 616,129 Jacques Rebibo - 616,129
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. All securities reported in this Schedule 13G for which the reporting persons have shared voting and dispositive power are owned by advisory clients of Ategra Capital Management, LLC. None of the advisory clients, except Ategra Community Financial Institution Fund, L.P., individually owns more than 5% of the outstanding shares of Common Stock, par value $1.00 per share, of the issuer.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. Please see Exhibit B attached hereto
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

ATEGRA COMMUNITY FINANCIAL INSTITUTION FUND, L.P.

Signature:	By: /s/ Jonathan Holtaway
Name/Title:	Jonathan Holtaway, Managing Member
Date:	08/14/2025

ATEGRA GP, LLC

Signature:	By: /s/ Jonathan Holtaway
Name/Title:	Jonathan Holtaway, Managing Member
Date:	08/14/2025

ATEGRA CAPITAL MANAGEMENT, LLC

Signature:	By: /s/ Jonathan Holtaway
Name/Title:	Jonathan Holtaway, Managing Member
Date:	08/14/2025

JONATHAN HOLTAWAY

Signature:	By: /s/ Jonathan Holtaway
Name/Title:	Jonathan Holtaway
Date:	08/14/2025

JACQUES REBIBO

Signature:	By: /s/ Jacques Rebibo
Name/Title:	Jacques Rebibo
Date:	08/14/2025

Comments accompanying signature: * Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his, her or its pecuniary interest therein, and this report shall not be deemed an admission that such Reporting Person is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. To the extent that "ownership of 5 percent or less of a class" was indicated in Item 5, such response only applies to the Reporting Person(s) that indicated elsewhere herein that it beneficially owns five percent (5%) or less of the class.

Exhibit Information

Exhibit A - Joint Filing Agreement Exhibit B - Control Person Identification

FAQ

Who filed the Schedule 13G/A for Meridian Corporation (MRBK)?

The filing was submitted by Ategra Community Financial Institution Fund, L.P., Ategra GP, LLC, Ategra Capital Management, LLC, Jonathan Holtaway, and Jacques Rebibo.

How many Meridian (MRBK) shares does Ategra report and what percent of the class is that?

Ategra-related reporting persons disclose shared beneficial ownership of 616,129 shares, representing 5.5% of the class.

What stake does Jacques Rebibo report in Meridian (MRBK)?

Jacques Rebibo reports aggregate beneficial ownership of 670,329 shares, equal to 5.9% of the class, including 54,200 shares held solely.

Does the Schedule 13G/A indicate an attempt to change control of Meridian?

No. The filing includes a certification stating the securities were not acquired and are not held for the purpose of changing or influencing control.

When were the signatures dated on the filing?

Signatures for the reporting persons are dated 08/14/2025.