Medallion Financial Corp
MFINFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Medallion Financial Corp Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 10 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 26, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Bank of New York Mellon Corp | 2026-03-31 | 107,428 | $920K | SEC filing |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2026-03-31 | 7,751 | $66.3K | SEC filing |
| NISA INVESTMENT ADVISORS, LLC | 2026-03-31 | 29 | $248 | SEC filing |
| LSV ASSET MANAGEMENT | 2026-03-31 | 55,600 | Not shown | SEC filing |
| MARSHALL WACE, LLP | 2026-03-31 | 49,184 | $421K | SEC filing |
| RAYMOND JAMES FINANCIAL INC | 2026-03-31 | 29,625 | $254K | SEC filing |
| Covestor Ltd | 2026-03-31 | 69 | Not shown | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 413,184 | $3.54M | SEC filing |
| CWM, LLC | 2026-03-31 | 291 | $2.49K | SEC filing |
| Advisory Services Network, LLC | 2026-03-31 | 30 | $257 | SEC filing |
| NEW YORK STATE COMMON RETIREMENT FUND | 2026-03-31 | 2,100 | $18K | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 63,984 | $548K | SEC filing |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 2026-03-31 | 57,849 | $495K | SEC filing |
| Invesco Ltd. | 2026-03-31 | 21,273 | $182K | SEC filing |
| HARBOR CAPITAL ADVISORS, INC. | 2026-03-31 | 709 | Not shown | SEC filing |
| PNC FINANCIAL SERVICES GROUP, INC. | 2026-03-31 | 1,387 | $11.9K | SEC filing |
| Teton Advisors, LLC | 2026-03-31 | 54,500 | $467K | SEC filing |
| FMR LLC | 2026-03-31 | 1,407 | $12K | SEC filing |
| Tieton Capital Management, LLC | 2026-03-31 | 1,032,304 | Not shown | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 5,673 | $48.6K | SEC filing |
- Each value is checked against Medallion Financial Corp's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 3 rows: the filed value is about 1,000 times too small for the share count at Medallion Financial Corp's share price.
- Value not shown for 1 row: the value per share could not be confirmed against the share prices on file from within three months of the report date.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- RITHOLTZ WEALTH MANAGEMENT: 92,695 shares reported 2025-12-31; 96,761 shares reported 2026-03-31.
- FINANCIAL CONSULATE, INC: 500 shares reported 2025-12-31; 500 shares reported 2026-03-31.
- GABELLI FUNDS LLC: 78,000 shares reported 2025-12-31; 78,000 shares reported 2026-03-31.
- O'SHAUGHNESSY ASSET MANAGEMENT, LLC: 178,914 shares reported 2025-12-31; 162,884 shares reported 2026-03-31.
- TWO SIGMA INVESTMENTS, LP: 38,890 shares reported 2025-12-31; 98,752 shares reported 2026-03-31.
- JANE STREET GROUP, LLC: 17,229 shares reported 2025-12-31; 13,910 shares reported 2026-03-31.
- MILLENNIUM MANAGEMENT LLC: 41,121 shares reported 2025-12-31; 22,139 shares reported 2026-03-31.
- BRIDGEWAY CAPITAL MANAGEMENT, LLC: 162,283 shares reported 2025-12-31; 167,793 shares reported 2026-03-31.
- GAMCO INVESTORS, INC. ET AL: 158,000 shares reported 2025-12-31; 158,000 shares reported 2026-03-31.
- RHUMBLINE ADVISERS: 22,114 shares reported 2025-12-31; 21,924 shares reported 2026-03-31.
- IFP Advisors, Inc: 654 shares reported 2025-12-31; 631 shares reported 2026-03-31.
- Connor, Clark & Lunn Investment Management Ltd.: 221,774 shares reported 2025-12-31; 212,823 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
72 filers have only one report here.
Independent insiders buying near the same time
- 2022-03-01–2022-03-07: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2019-08-08–2019-08-12: 5 event(s) across 5 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2024-09-10 | Cutrone Anthony N. · Chief Financial Officer | Common Stock | P — Open market or private purchase | +1,000 | 7.50 | SEC filing |
| 2024-09-10 | Cutrone Anthony N. · Chief Financial Officer | Common Stock | P — Open market or private purchase | +500 | 7.50 | SEC filing |
| 2024-09-06 | Cutrone Anthony N. · Chief Financial Officer | Common Stock | P — Open market or private purchase | +2,000 | 7.53 | SEC filing |
| 2024-09-06 | Cutrone Anthony N. · Chief Financial Officer | Common Stock | P — Open market or private purchase | +2,000 | 7.52 | SEC filing |
| 2022-03-07 | Munson Thomas J. · See Remarks | Common Stock | P — Open market or private purchase | +1,100 | 8.55 | SEC filing |
| 2022-03-01 | MURSTEIN ALVIN · See Remarks | Common Stock | P — Open market or private purchase | +10,000 | 8.36 | SEC filing |
| 2020-09-04 | Poulton Donald S. · See Remarks | Common Stock | P — Open market or private purchase | +2,500 | 2.97 | SEC filing |
| 2019-08-12 | Poulton Donald S. · CEO/President, Medallion Bank | Common Stock | P — Open market or private purchase | +2,200 | 4.58 | SEC filing |
Showing 8 of 13 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-25 | Poulton Donald S. · See Remarks | Common Stock | F — Payment of exercise price or tax by delivering securities | −40,770 | SEC filing |
| 2026-06-09 | RUDNICK DAVID L · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +12,981 | SEC filing |
| 2026-06-09 | Hallenbeck Cynthia A · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +12,981 | SEC filing |
| 2026-06-09 | EVERETS JOHN · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +12,981 | SEC filing |
| 2026-06-09 | Hatch Brent O. · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +12,981 | SEC filing |
| 2026-06-09 | TANENBAUM ALLAN J · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +12,981 | SEC filing |
| 2026-06-09 | MEYER ROBERT · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +12,981 | SEC filing |
| 2026-03-10 | Poulton Donald S. · See Remarks | Common Stock | A — Grant, award, or other acquisition | +101,831 | SEC filing |
Showing 8 of 30 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.