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MFIN MEDALLION FINANCIAL CORP SEC Filings & Insider Trading Activity 2026

company
CIK 1000209127 filings
Russell 2000
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MFIN at a glance

MEDALLION FINANCIAL CORP (MFIN, SEC CIK 1000209) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 24, 2026 and Form 4 insider filings as recently as June 26, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

  • For the fiscal year ended December 31, 2025 (FY2025), MEDALLION FINANCIAL CORP (MFIN) reported revenue of $315.3 million (up 8.5% from FY2024) and net income of $43.0 million. Diluted EPS was $1.78.
  • As of June 30, 2026, 21 institutional investment managers tracked by SignalX reported holding MEDALLION FINANCIAL CORP (MFIN) shares worth $31.0 million in 13F-HR filings.

Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).

Revenue · FY2025
$315.3M
+8.5% vs prior year
Insiders · 90 days
0 buys · 0 sells
No open-market trades
13F holders
21 funds
$31.0M · +1 vs prior quarter
Latest 8-K
Sep 24, 2026
Item 7.01

AI 10-Q Quarterly Report Analysis

Latest 10-Q, quarter ended Jun 30, 2026

Management Discussion & Analysis

  • Net interest income $57.247M vs $53.370M YoY, up $3.877M
  • Net interest margin 8.28% vs 8.42% YoY
  • Recreation loans $1.760B, largest segment, versus $1.546B YoY
  • Strategic partnership originations $247.098M, highest quarterly segment
  • Total assets $3.19B vs $2.96B at December 31, 2025
  • Cost of funds 4.32% vs 4.20% YoY, with further increases expected

Risk Factors

  • Risk Factors section not provided; no quarter-specific risk updates identifiable
  • New Note Purchase Agreement dated April 28, 2026, indicating changed financing arrangements
  • Stock repurchases totaled $7.7 million during the quarter, leaving $6,722,239 authorized
  • No directors or officers adopted, modified, or terminated Rule 10b5-1 arrangements during the quarter

AI summary of the MFIN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K

AI 8-K Current Report Analysis

The most recent material events, by 8-K item

Filed Sep 24, 2026Full analysis →

Item 7.01: Regulation FD Disclosure

  • Medallion Bank priced 2.2 million Series G preferred shares at $25 liquidation value each
  • Offering aggregate liquidation amount totals $55 million

Item EX-99.1: Item EX-99.1

  • Medallion Bank priced $55 million of Series G preferred stock, strengthening subsidiary capital while preserving Medallion Financial’s wholly owned control
  • Fixed 9.00% annual dividend through June 30, 2030, then five-year Treasury rate plus 4.94%
Filed Sep 22, 2026Full analysis →

Item 7.01: Regulation FD Disclosure

  • Medallion Bank launched an offering of non-cumulative perpetual preferred stock
  • Offering by wholly owned subsidiary Medallion Bank, potentially strengthening subsidiary capital

Item EX-99.1: Item EX-99.1

  • Medallion Bank launched a public offering reopening its Series G preferred stock, traded under Nasdaq ticker MBNKO
  • Proceeds targeted for general corporate purposes, potentially including redemption of Series E preferred stock
Filed Jul 29, 2026Full analysis →

Item 2.02: Results of Operations and Financial Condition

  • Q2 2026 results for quarter ended June 30, 2026
  • Press release contains the substantive financial results and is furnished as Exhibit 99.1

Item EX-99.1: Item EX-99.1

  • Q2 net income fell to $7.4M, or $0.31 diluted EPS, from $11.1M and $0.46, primarily reflecting equity gains declining to $0.2M from $6.1M
  • Net interest income rose 7% to $57.2M, while net interest margin compressed to 7.94% from 8.09%

AI summaries of MFIN 8-K current reports filed with the SEC. What 8-K item codes mean

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Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

InsiderTypeDatePrice
Poulton Donald S.FJun 25, 2026$9.97
Hallenbeck Cynthia AAJun 9, 2026-
EVERETS JOHNAJun 9, 2026-
Hatch Brent O.AJun 9, 2026-
RUDNICK DAVID LAJun 9, 2026-
TANENBAUM ALLAN JAJun 9, 2026-
MEYER ROBERTAJun 9, 2026-
Cutrone Anthony N.AMar 10, 2026-
Insider trades across all companies →Which insider buys matter →

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
MetricFY2023FY2024FY2025
Profitability
Revenue$251.0M$290.7M$315.3M
Net Income$55.1M$35.9M$43.0M
Net Margin21.9%12.3%13.7%
Balance Sheet
Total Assets$2.6B$2.9B$3.0B
Equity$343.0M$370.2M$408.6M
ROE16.1%9.7%10.5%
Per Share
EPS$2.37$1.52$1.78
Cash Flow
Operating CF$113.8M$115.5M$126.3M

Source: XBRL data in MEDALLION FINANCIAL CORP (MFIN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

13F Fund Holdings: Quarterly Trend

Latest: Q2 2026

Aggregate MFIN share value held by 13F filers tracked by SignalX, by quarter.

Quarterly totals table
MFIN shares held by 13F filers tracked by SignalX, by quarter
QuarterFundsTotal value
Q2 202621$31.0M
Q1 202620$25.9M
Q4 202518$32.7M
Q3 202518$31.8M
Q2 202518$29.9M
Q1 202516$17.0M
Q4 202412$17.8M
Q3 20249$6.4M
Position changes: Q1 2026 → Q2 2026
Top Buyers
Top Sellers
Closed Positions

Source: 13F-HR filings on SEC EDGAR (aggregated from 132 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work

MFIN filing archive

AI analysis pages for each 10-K, 10-Q and 8-K

Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4

FormFiling dateAnalysisSEC
8-KSep 24, 2026Analysis-
8-KSep 22, 2026Analysis-
10-QAug 5, 2026Analysis
8-KJul 29, 2026Analysis-
8-KJun 26, 2026Analysis-
4Jun 26, 2026--
8-KJun 12, 2026Analysis-
8-KJun 12, 2026Analysis-
8-KJun 12, 2026Analysis-
4Jun 10, 2026-
4Jun 10, 2026-
4Jun 10, 2026-
4Jun 10, 2026-
8-KJun 10, 2026Analysis
4Jun 10, 2026-
4Jun 10, 2026-
8-KJun 4, 2026Analysis
10-QMay 5, 2026Analysis
8-KApr 29, 2026Analysis-
8-KApr 28, 2026Analysis-
8-KApr 3, 2026Analysis-
4Mar 11, 2026--
4Mar 11, 2026--
4Mar 11, 2026--
4Mar 11, 2026--

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MFIN SEC filings: frequently asked questions

Which institutions hold MFIN stock?

As of June 30, 2026, the largest MEDALLION FINANCIAL CORP (MFIN) holders among the 13F filers tracked by SignalX were BlackRock ($12.4 million), Vanguard Capital Management LLC ($7.4 million), State Street Corp ($2.5 million), Goldman Sachs Group ($2.2 million), Northern Trust ($1.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.

What was MFIN's revenue in fiscal year 2025?

For the fiscal year ended December 31, 2025 (FY2025), MEDALLION FINANCIAL CORP (MFIN) reported revenue of $315.3 million (up 8.5% from FY2024) and net income of $43.0 million. Diluted EPS was $1.78. The figures come from the XBRL data in the 10-K.

What did MFIN report in its latest 8-K?

MEDALLION FINANCIAL CORP (MFIN) filed an 8-K on September 24, 2026 reporting Item 7.01 (Regulation FD Disclosure). Medallion Bank priced 2.2 million Series G preferred shares at $25 liquidation value each.

What are the latest MFIN SEC filings?

MEDALLION FINANCIAL CORP (MFIN) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 24, 2026 and a Form 4 insider filing on June 26, 2026.

What is MFIN's SEC CIK number?

MEDALLION FINANCIAL CORP (MFIN)'s SEC Central Index Key (CIK) is 1000209. EDGAR lists every MFIN filing under that number.

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