MEDALLION FINANCIAL CORP·4

Mar 2, 4:07 PM ET

MURSTEIN ALVIN 4

4 · MEDALLION FINANCIAL CORP · Filed Mar 2, 2026

Research Summary

AI-generated summary of this filing

Updated

MFIN Executive Chairman Alvin Murstein Withholds 11,973 Shares for Taxes

What Happened

  • Alvin Murstein, Executive Chairman of Medallion Financial Corp. (MFIN), had 11,973 shares withheld to pay tax obligations related to vesting of restricted stock awards. The withholding was executed on 2026-03-01 at an implied price of $10.09 per share, totaling $120,808. This is a tax-withholding disposition (not an open-market sale).

Key Details

  • Transaction date: 2026-03-01; Filing date: 2026-03-02 (filed the next day).
  • Shares withheld/disposed: 11,973 at $10.09 per share; total value $120,808.
  • Transaction code: F (tax withholding to satisfy tax liability upon vesting).
  • Footnotes: F1 notes the shares were withheld by the issuer under the 2018 Equity Incentive Plan in a Rule 16b-3 exempt transaction. F2–F4 describe shares beneficially owned via family trusts and spouse.
  • Shares owned after transaction: Not specified in the filing.
  • Filing timeliness: Report filed promptly the day after the transaction (no late filing indicated).

Context

  • This was a routine tax-withholding event tied to vesting of restricted stock, not a voluntary sale on the open market. Such withholdings are common and generally do not signal insider sentiment about the company’s stock price.

Insider Transaction Report

Form 4
Period: 2026-03-01
MURSTEIN ALVIN
DirectorSee Remarks
Transactions
  • Tax Payment

    Common Stock

    [F1]
    2026-03-01$10.09/sh11,973$120,808294,967 total
Holdings
  • Common Stock

    [F2]
    (indirect: See Footnote)
    1,358,300
  • Common Stock

    [F3]
    (indirect: See Footnote)
    117,660
  • Common Stock

    [F4]
    (indirect: See Footnote)
    5,000
Footnotes (4)
  • [F1]Shares withheld by the Issuer to satisfy tax obligations arising upon vesting of restricted stock awards granted previously under the Medallion Financial Corp. 2018 Equity Incentive Plan in a transaction exempt under Rule 16b-3 under the Securities Exchange Act of 1934.
  • [F2]Represents shares beneficially owned by the Alvin Murstein Second Family Trust of which Mr. Murstein is a co-trustee and the beneficiary.
  • [F3]Represents beneficially owned by the Aileen J. Murstein Family 2012 Trust of which Mr. Murstein is the grantor and Mr. Murstein's spouse is a co-trustee and the beneficiary.
  • [F4]Represents shares owned by Mr. Murstein's spouse.
Signature
/s/ Alvin Murstein|2026-03-02

Documents

1 file
  • 4
    ownership.xmlPrimary

    4