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Medallion Financial Corp. (MFIN)

USD10.05 +0.08 (+0.80%)
US NASDAQ Financial Services Financial - Credit Services
Address 437 Madison Avenue 10022
New York City, NY, US
CEO Andrew Murstein
IPO 1996-05-23
CIK 1000209 ISIN US5839281061

Explore sections of this company profile

Also trades on NASDAQ Capital Market · MBNKP (USD) NASDAQ Global Select · MFIN (USD)
Description

Medallion Financial Corp. (MFIN), encompassing its various subsidiaries, functions as a diversified financial services provider throughout the United States. The company's operations are distinctly segmented into Recreation Lending, Home Improvement Lending, Commercial Lending, and Medallion Lending. MFIN specializes in extending credit for consumer acquisitions of recreational vehicles, boats, and trailers, as well as for residential improvement projects. Furthermore, it offers commercial financing for business purposes, including the procurement of equipment, the establishment of new ventures, or the acquisition and enhancement of existing businesses. A notable segment involves providing loans for taxi medallions to individual operators and small to medium-sized enterprises. Beyond direct lending, Medallion Financial also allocates debt, mezzanine, and equity investment capital to companies across various industries, while additionally engaging in deposit-taking and other banking services. Established in 1995, Medallion Financial Corp. maintains its primary office in New York City, New York.

News Sentiment (7d)
50 Neutral

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD10.05 +0.08 (+0.80%)
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Volume Profile
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Liquidity & share structure
Average Volume
85.7K
Beta
0.77
Float Shares
15.05M
Free Float %
63.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.07% -2.93% +2.88% -9.64% -6.55% -9.82% -1.28% +42.11% +7.41% +20.99% -27.95%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (9 ratings, all time) Hold
Price Targets & DCF
Current price
10.05
DCF (Unlevered) 132.86 +1,222.0%
DCF (Levered) 95.17 +847.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 50% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
-0.47
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Credit Services: +13.2%
    +21.1% Q1'26: -1.4% (vs Q1'25)
  • EPS growth Financial - Credit Services: +24.0%
    +17.1% Q1'26: -60.0% (vs Q1'25)
  • FCF margin FCF growth · Financial - Credit Services: +70.9%
    +12.9% Q1'26: +50.7% (vs Q1'25)
  • EBIT margin Financial - Credit Services: +28.7%
    +50.5% Q1'26: +45.0% (vs Q1'25)
  • ROIC Financial - Credit Services: +5.0%
    +22.0% Q1'26: +13.6% (vs Q1'25)
  • Share dilution Financial - Credit Services: +0.0%
    +2.7% Q1'26: +2.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×
    1.77× Q1'26: 1.76× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.75) × ERP
WACC = 42% × Ke + 58% × Kd (31.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 132.87 Current price: 10.05
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 1997
actual
Dec 1998
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
28.00M
est: 25.58M (+9.5%)
47.50M
est: 32.95M (+44.2%)
49.80M
est: 34.72M (+43.4%)
55.12M
est: 35.85M (+53.8%)
55.52M
est: 44.73M (+24.1%)
104.84M
est: 24.96M (+320.0%)
19.42M
est: 17.82M (+9.0%)
111.03M
est: 27.88M (+298.3%)
141.29M
est: 103.09M (+37.1%)
151.36M
est: 115.39M (+31.2%)
179.21M
est: 146.57M (+22.3%)
198.43M
est: 152.56M (+30.1%)
254.51M
est: 278.35M (-8.6%)
291.79M
est: 204.71M (+42.5%)
353.31M
est: 217.91M (+62.1%)
232.80M
231.27M – 234.33M
+6.8% YoY
225.90M
224.41M – 227.39M
-3.0% YoY
EBITDA
11.80M
est: 21.31M (-44.6%)
18.70M
est: 25.40M (-26.4%)
26.87M
est: 33.98M (-20.9%)
29.18M
est: 9.06M (+221.9%)
29.79M
est: 36.78M (-19.0%)
69.90M
est: 6.31M (+1,007.8%)
-6.83M
est: 4.50M (-251.7%)
-5.16M
est: 7.05M (-173.2%)
9.84M
est: 43.11M (-77.2%)
-29.27M
est: -222.04M (+86.8%)
88.39M
est: 68.79M (+28.5%)
73.08M
est: 73.12M (-0.1%)
91.28M
est: 109.22M (-16.4%)
69.15M
est: 80.32M (-13.9%)
178.31M
est: 85.50M (+108.5%)
91.34M
90.74M – 91.95M
+6.8% YoY
88.64M
88.05M – 89.22M
-3.0% YoY
EBIT
11.40M
est: 5.67M (+101.1%)
16.40M
est: 7.30M (+124.6%)
25.78M
est: 7.69M (+235.0%)
28.69M
est: 7.95M (+261.1%)
29.38M
est: 9.91M (+196.3%)
69.42M
est: 5.53M (+1,154.6%)
-7.85M
est: 3.95M (-298.8%)
-10.72M
est: 6.18M (-273.5%)
2.34M
est: 22.85M (-89.8%)
-36.98M
est: 25.57M (-244.6%)
81.87M
est: 32.49M (+152.0%)
67.85M
est: 33.81M (+100.7%)
86.04M
est: 103.39M (-16.8%)
62.94M
est: 76.04M (-17.2%)
178.31M
est: 80.94M (+120.3%)
86.47M
85.90M – 87.04M
+6.8% YoY
83.91M
83.36M – 84.46M
-3.0% YoY
Net Income
10.50M
est: 11.62M (-9.7%)
16.60M
est: 11.66M (+42.4%)
25.78M
est: 24.86M (+3.7%)
28.69M
est: 28.58M (+0.4%)
29.38M
est: 27.55M (+6.6%)
23.52M
est: -8.97M (+362.2%)
278.0K
est: 1.42M (-80.4%)
-25.05M
est: -11.05M (-126.6%)
-1.76M
est: -27.84M (+93.7%)
-34.78M
est: -310.49M (+88.8%)
54.11M
est: 31.40M (+72.3%)
43.84M
est: 36.57M (+19.9%)
55.08M
est: 53.40M (+3.1%)
35.88M
est: 35.40M (+1.3%)
43.04M
est: 40.98M (+5.0%)
27.44M
26.07M – 27.76M
-33.0% YoY
31.52M
31.25M – 31.79M
+14.9% YoY
SGA
2.70M
est: 1.93M (+40.1%)
5.80M
est: 5.90M (-1.6%)
2.50M
est: 2.30M (+8.5%)
2.32M
est: 2.52M (-7.6%)
2.85M
est: 2.41M (+18.0%)
3.40M
est: 4.30M (-21.1%)
9.33M
est: 3.07M (+203.8%)
26.90M
est: 4.80M (+459.9%)
30.25M
est: 53.76M (-43.7%)
31.01M
est: 19.88M (+55.9%)
34.05M
est: 21.57M (+57.8%)
33.51M
est: 19.93M (+68.1%)
40.03M
est: 37.35M (+7.2%)
41.03M
est: 27.47M (+49.4%)
5.01M
est: 29.24M (-82.9%)
31.24M
31.03M – 31.44M
+6.8% YoY
30.31M
30.11M – 30.51M
-3.0% YoY
EPS
1.03
est: 1.04 (-1.0%)
1.15
est: 1.25 (-8.0%)
1.18
est: 1.10 (+7.3%)
1.15
est: 1.14 (+0.9%)
1.21
est: 0.93 (+30.8%)
0.97
est: -0.38 (+355.3%)
0.01
est: 0.06 (-83.3%)
-1.03
est: -1.12 (+8.0%)
0.06
est: 0.06 (+0.0%)
-1.42
est: -1.44 (+1.2%)
2.20
est: 1.65 (+33.7%)
1.86
est: 1.56 (+19.2%)
2.45
est: 2.20 (+11.2%)
1.59
est: 1.46 (+8.9%)
1.89
est: 1.69 (+11.8%)
1.12
1.08 – 1.14
-34.0% YoY
1.30
1.29 – 1.31
+16.6% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A- 4/5 3/5 3/5 4/5 2/5 4/5 4/5
2026-05-08 B+ 3/5 2/5 3/5 4/5 2/5 4/5 4/5
2026-05-07 B+ 3/5 2/5 3/5 4/5 2/5 4/5 4/5
2026-05-06 B+ 3/5 2/5 3/5 4/5 2/5 4/5 4/5
2026-05-05 B+ 3/5 2/5 3/5 4/5 2/5 4/5 4/5
2026-05-04 B+ 3/5 2/5 3/5 4/5 2/5 4/5 4/5
2026-05-01 A- 4/5 3/5 3/5 4/5 2/5 4/5 4/5
2026-04-30 A- 4/5 3/5 3/5 4/5 2/5 4/5 4/5
2026-04-29 A- 4/5 3/5 3/5 4/5 2/5 4/5 4/5
2026-04-28 A 4/5 3/5 4/5 5/5 2/5 4/5 4/5
2026-04-27 A 4/5 3/5 4/5 5/5 2/5 4/5 4/5
2026-04-24 A 4/5 3/5 4/5 5/5 2/5 4/5 4/5
2026-04-23 A 4/5 3/5 4/5 5/5 2/5 4/5 4/5
2026-04-22 A 4/5 3/5 4/5 5/5 2/5 4/5 4/5
2026-04-21 A 4/5 3/5 4/5 5/5 2/5 4/5 4/5
2026-04-20 A 4/5 3/5 4/5 5/5 2/5 4/5 4/5
2026-04-17 A 4/5 3/5 4/5 5/5 2/5 4/5 4/5
2026-04-16 A 4/5 3/5 4/5 5/5 2/5 4/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
128.99M
OE per share TTM
5.30
Owner's Yield
59.64%
Maintenance CapEx ratio
6.00%
Maint CapEx / Avg PPE
5.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
20
Total invested
2.62M
Insider transactions (90d)
0
Beneficial owners (>5%)
17
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 6.73% (based upon 25,257,791 shares, which includes (i) 17.00M 25.00% 17.00M 17.00M IN United States of America 2015-02-13
2 7.67% (based upon 22,153,510 shares, which includes (i) 16.99M 22.00% 16.99M 16.99M IN United States of America 2014-02-11
3 Maverick Capital, Ltd. 7.38M 7.10% 2.01M 2.01M IA United States of America 2021-02-16
4 Andrew M. Murstein 2.13M 8.44% 2.13M 2.13M IN United States of America 2022-02-09
5 Alvin Murstein 1.62M 9.30% 1.62M 1.62M 10.00 IN Citizenship or Place of Organization 2007-01-22
6 (1) BlackRock, Inc. 1.21M 5.20% 1.19M 1.21M HC Delaware 2024-11-08
7 American Century Capital Portfolios, Inc. - 43-1646043 1.07M 5.84% 1.07M 1.07M IV Maryland 2002-02-08
8 No. of Above Person 956.6K 5.50% 956.6K CO Delaware 2011-02-11
9 American Century Investment Management, Inc. - 44-0640487 952.6K 5.22% 952.6K 952.6K IA Delaware 2003-02-10
10 43-2076925 759.7K 4.30% 511.4K 759.7K IA Delaware 2011-12-12
11 94-3342119 687.9K 3.80% 687.9K IA PERSON WITH 2003-08-20
12 23-2772200 387.3K 1.58% 113.0K 387.3K IA State of Delaware 2019-02-13
13 04-2683227 233.5K 1.35% 232.2K IA Massachusetts 2007-02-14
14 (. 0.00% IA Delaware 2015-02-05
15 Janus Capital Corporation 0.00% IA, CO Colorado 1999-02-12
16 Janus Venture Fund 0.00% IV Massachusetts 1998-02-13
17 Thomas H. Bailey 0.00% IN USA 1999-02-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
20
-81 vs prev Q
New positions
5
Closed positions
84
Increased
11
Reduced
2
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 1.13M +8.4K (+0.8%) 11.63M +299.7K (+2.6%) 4.94% -0.001 pp 0.00% +0.000 pp USD8.21 +25.3% 6 qtrs
2 VANGUARD GROUP INC 1.07M -11.4K (-1.1%) 11.02M +88.7K (+0.8%) 4.69% -0.087 pp 0.00% +0.000 pp USD7.06 +45.8% 27 qtrs
3 TIETON CAPITAL MANAGEMENT, LLC 980.2K -4.0K (-0.4%) 10.09M +147.0K (+1.5%) 4.29% -0.051 pp 3.45% 0.000 pp USD6.09 +69.0% 28 qtrs
4 GEODE CAPITAL MANAGEMENT, LLC 406.8K +6.5K (+1.6%) 4.19M +142.5K (+3.5%) 1.78% +0.015 pp 0.00% +0.000 pp USD7.59 +35.6% 27 qtrs
5 UNIPLAN INVESTMENT COUNSEL, INC. 356.0K +103.2K (+40.8%) 3.66M +1.1M (+43.5%) 1.56% +0.443 pp 0.37% +0.118 pp USD9.67 +6.4% 4 qtrs
6 STATE STREET CORP 243.5K +2.5K (+1.0%) 2.51M +71.1K (+2.9%) 1.07% +0.003 pp 0.00% +0.000 pp USD8.41 +22.4% 19 qtrs
7 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 221.8K +— (+0.0%) 2.28M +42.1K (+1.9%) 0.97% -0.008 pp 0.01% -0.001 pp USD8.20 +25.5% 18 qtrs
8 SEI INVESTMENTS CO 219.2K +219.2K (+100.0%) 2.26M +2.3M (+100.0%) 0.96% +0.959 pp 0.00% +0.002 pp USD10.29 +0.0% 1 qtrs NEW
9 AMERICAN CENTURY COMPANIES INC 216.2K +— (+0.0%) 2.22M +41.1K (+1.9%) 0.95% -0.007 pp 0.00% +0.000 pp USD8.24 +24.9% 13 qtrs
10 DE LISLE PARTNERS LLP 180.1K +51.8K (+40.4%) 1.85M +553.1K (+42.6%) 0.79% +0.222 pp 0.24% +0.079 pp USD8.93 +15.2% 8 qtrs
11 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 178.9K -6.8K (-3.7%) 1.84M -34.5K (-1.8%) 0.78% -0.036 pp 0.01% -0.001 pp USD8.45 +21.8% 15 qtrs
12 BRIDGEWAY CAPITAL MANAGEMENT, LLC 162.3K +5.4K (+3.4%) 1.67M +85.1K (+5.4%) 0.71% +0.018 pp 0.04% +0.001 pp USD7.06 +45.8% 71 qtrs
13 STIFEL FINANCIAL CORP 161.7K -13.8K (-7.9%) 1.66M -108.6K (-6.1%) 0.71% -0.066 pp 0.00% 0.000 pp USD5.45 +88.8% 48 qtrs
14 GAMCO INVESTORS, INC. ET AL 158.0K -2.0K (-1.3%) 1.63M +9.8K (+0.6%) 0.69% -0.014 pp 0.02% 0.000 pp USD5.20 +97.9% 63 qtrs
15 GOLDMAN SACHS GROUP INC 129.9K +59.1K (+83.5%) 1.34M +621.9K (+86.9%) 0.57% +0.256 pp 0.00% +0.000 pp USD9.94 +3.5% 12 qtrs
16 BANK OF NEW YORK MELLON CORP 126.9K -1.3K (-1.0%) 1.31M +11.3K (+0.9%) 0.56% -0.010 pp 0.00% +0.000 pp USD7.81 +31.8% 66 qtrs
17 SEGALL BRYANT & HAMILL, LLC 120.0K -559.0 (-0.5%) 1.24M +17.2K (+1.4%) 0.53% -0.007 pp 0.02% +0.001 pp USD9.53 +8.0% 6 qtrs
18 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 118.3K +— (+0.0%) 1.22M +22.5K (+1.9%) 0.52% -0.004 pp 0.00% +0.000 pp USD9.35 +10.1% 19 qtrs
19 NORTHERN TRUST CORP 116.5K -15.4K (-11.7%) 1.20M -133.7K (-10.0%) 0.51% -0.072 pp 0.00% +0.000 pp USD7.87 +30.7% 27 qtrs
20 RITHOLTZ WEALTH MANAGEMENT 92.7K +8.9K (+10.6%) 953.8K +107.0K (+12.6%) 0.41% +0.036 pp 0.02% +0.001 pp USD8.70 +18.3% 15 qtrs
21 GABELLI FUNDS LLC 78.0K +— (+0.0%) 802.6K +14.8K (+1.9%) 0.34% -0.003 pp 0.01% +0.000 pp USD5.91 +74.1% 63 qtrs
22 JANNEY MONTGOMERY SCOTT LLC 76.2K +421.0 (+0.6%) 784.0K +19.0K (+2.5%) 0.33% -0.001 pp 0.00% +0.000 pp USD8.07 +27.5% 18 qtrs
23 TWO SIGMA ADVISERS, LP 74.2K -28.9K (-28.0%) 763.5K -277.8K (-26.7%) 0.32% -0.130 pp 0.00% -0.001 pp USD7.53 +36.7% 16 qtrs
24 MARINER, LLC 71.8K +71.8K (+100.0%) 739.2K +739.2K (+100.0%) 0.31% +0.314 pp 0.00% +0.001 pp USD10.29 +0.0% 1 qtrs NEW
25 CITADEL ADVISORS LLC 65.5K +16.3K (+33.1%) 674.0K +177.1K (+35.6%) 0.29% +0.070 pp 0.00% +0.000 pp USD9.21 +11.7% 27 qtrs
26 MORGAN STANLEY 65.5K +6.2K (+10.5%) 673.5K +75.1K (+12.5%) 0.29% +0.025 pp 0.00% +0.000 pp USD8.78 +17.2% 51 qtrs
27 CORSAIR CAPITAL MANAGEMENT, L.P. 57.8K -10.0 (0.0%) 595.3K +10.9K (+1.9%) 0.25% -0.002 pp 0.09% -0.004 pp USD6.92 +48.7% 23 qtrs
28 LSV ASSET MANAGEMENT 55.6K +— (+0.0%) 572.0K +10.0K (+1.8%) 0.24% -0.002 pp 0.00% +0.000 pp USD7.18 +43.3% 15 qtrs
29 55.2K -4.8K (-8.0%) 568.0K -38.0K (-6.3%) 0.24% -0.023 pp 0.39% +0.020 pp USD10.10 +1.9% 2 qtrs
30 SQUAREPOINT OPS LLC 52.5K -5.1K (-8.9%) 540.2K -41.9K (-7.2%) 0.23% -0.024 pp 0.00% +0.000 pp USD9.39 +9.6% 11 qtrs
31 SOLTIS INVESTMENT ADVISORS LLC 51.8K +2.0 (+0.0%) 532.6K +9.9K (+1.9%) 0.23% -0.002 pp 0.03% -0.002 pp USD7.63 +34.9% 25 qtrs
32 EMPOWERED FUNDS, LLC 51.2K +5.4K (+11.7%) 526.6K +64.0K (+13.8%) 0.22% +0.022 pp 0.00% -0.001 pp USD9.24 +11.4% 7 qtrs
33 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 47.3K +21.0 (+0.0%) 486.9K +9.2K (+1.9%) 0.21% -0.002 pp 0.00% +0.000 pp USD8.04 +28.0% 7 qtrs
34 MILLENNIUM MANAGEMENT LLC 41.1K -2.4K (-5.5%) 423.1K -16.5K (-3.8%) 0.18% -0.012 pp 0.00% +0.000 pp USD8.56 +20.2% 26 qtrs
35 MARSHALL WACE, LLP 40.6K -34.0K (-45.5%) 418.3K -335.6K (-44.5%) 0.18% -0.151 pp 0.00% 0.000 pp USD8.36 +23.1% 16 qtrs
36 JPMORGAN CHASE & CO 39.2K +32.5K (+485.4%) 403.6K +336.0K (+496.4%) 0.17% +0.142 pp 0.00% +0.000 pp USD10.01 +2.8% 19 qtrs
37 TWO SIGMA INVESTMENTS, LP 38.9K -47.7K (-55.1%) 400.2K -474.8K (-54.3%) 0.17% -0.212 pp 0.00% -0.001 pp USD8.31 +23.8% 16 qtrs
38 PANAGORA ASSET MANAGEMENT INC 37.7K +13.2K (+53.5%) 388.3K +140.0K (+56.4%) 0.17% +0.057 pp 0.00% +0.000 pp USD9.84 +4.6% 3 qtrs
39 BARCLAYS PLC 37.7K +11.6K (+44.5%) 387.6K +175.5K (+82.7%) 0.16% +0.050 pp 0.00% +0.000 pp USD9.33 +10.3% 10 qtrs
40 MARTINGALE ASSET MANAGEMENT L P 34.0K +17.2K (+102.7%) 349.3K +180.2K (+106.5%) 0.15% +0.075 pp 0.01% +0.005 pp USD9.92 +3.7% 3 qtrs
41 GSA CAPITAL PARTNERS LLP 33.4K -11.4K (-25.5%) 343.0K -109.0K (-24.1%) 0.15% -0.052 pp 0.03% -0.008 pp USD9.13 +12.7% 4 qtrs
42 BANK OF AMERICA CORP /DE/ 32.4K +6.1K (+23.0%) 333.1K +67.3K (+25.3%) 0.14% +0.026 pp 0.00% +0.000 pp USD9.80 +5.0% 29 qtrs
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 32.3K -36.1K (-52.8%) 332.4K -358.5K (-51.9%) 0.14% -0.160 pp 0.00% +0.000 pp USD9.45 +8.9% 45 qtrs
44 WINTON GROUP LTD 29.7K -880.0 (-2.9%) 305.7K -3.2K (-1.1%) 0.13% -0.005 pp 0.01% -0.001 pp USD9.29 +10.8% 5 qtrs
45 RAYMOND JAMES FINANCIAL INC 29.6K +— (+0.0%) 304.8K +5.6K (+1.9%) 0.13% -0.001 pp 0.00% +0.000 pp USD9.46 +8.8% 5 qtrs
46 HILLSDALE INVESTMENT MANAGEMENT INC. 28.5K +— (+0.0%) 293.3K +5.4K (+1.9%) 0.12% -0.001 pp 0.01% -0.001 pp USD9.53 +8.0% 3 qtrs
47 INVESCO LTD. 22.6K -3.3K (-12.7%) 233.0K -28.8K (-11.0%) 0.10% -0.015 pp 0.00% +0.000 pp USD8.07 +27.5% 8 qtrs
48 JANE STREET GROUP, LLC 22.3K +2.2K (+10.9%) 229.5K +26.5K (+13.0%) 0.10% +0.009 pp 0.00% +0.000 pp USD10.12 +1.7% 2 qtrs
49 RHUMBLINE ADVISERS 22.1K -3.0K (-11.9%) 227.5K -25.8K (-10.2%) 0.10% -0.014 pp 0.00% +0.000 pp USD8.29 +24.1% 11 qtrs
50 HSBC HOLDINGS PLC 22.0K +— (+0.0%) 225.4K +5.1K (+2.3%) 0.10% -0.001 pp 0.00% +0.000 pp USD8.87 +16.0% 4 qtrs
51 WELLS FARGO & COMPANY/MN 18.9K +5.8K (+43.8%) 194.8K +61.8K (+46.5%) 0.08% +0.025 pp 0.00% +0.000 pp USD8.98 +14.6% 57 qtrs
52 NUVEEN, LLC 18.8K +— (+0.0%) 193.3K +3.6K (+1.9%) 0.08% -0.001 pp 0.00% +0.000 pp USD8.71 +18.1% 4 qtrs
53 DEUTSCHE BANK AG\ 18.3K +18.3K (+100.0%) 188.1K +188.1K (+100.0%) 0.08% +0.080 pp 0.00% +0.000 pp USD10.29 +0.0% 5 qtrs
54 PDT PARTNERS, LLC 18.1K +— (+0.0%) 186.7K +3.4K (+1.9%) 0.08% -0.001 pp 0.01% +0.001 pp USD8.42 +22.2% 8 qtrs
55 UBS GROUP AG 16.1K -2.8K (-14.8%) 166.0K -25.3K (-13.2%) 0.07% -0.013 pp 0.00% +0.000 pp USD8.89 +15.7% 45 qtrs
56 ALLWORTH FINANCIAL LP 16.0K +2.0 (+0.0%) 164.7K +3.1K (+1.9%) 0.07% -0.001 pp 0.00% +0.000 pp USD9.53 +8.0% 3 qtrs
57 BARON WEALTH MANAGEMENT LLC 11.2K +199.0 (+1.8%) 115.1K +4.1K (+3.7%) 0.05% +0.001 pp 0.04% -0.001 pp USD9.55 +7.7% 3 qtrs
58 CREATIVE PLANNING 11.1K -114.0 (-1.0%) 114.6K +964.0 (+0.8%) 0.05% -0.001 pp 0.00% +0.000 pp USD10.10 +1.9% 2 qtrs
59 D'ORAZIO & ASSOCIATES, INC. 11.0K +84.0 (+0.8%) 112.7K +2.9K (+2.7%) 0.05% +0.000 pp 0.01% 0.000 pp USD8.76 +17.5% 4 qtrs
60 VISE TECHNOLOGIES, INC. 10.3K +10.3K (+100.0%) 105.6K +105.6K (+100.0%) 0.04% +0.045 pp 0.00% +0.002 pp USD10.29 +0.0% 1 qtrs NEW
61 METLIFE INVESTMENT MANAGEMENT, LLC 9.3K -357.0 (-3.7%) 96.2K -1.8K (-1.9%) 0.04% -0.002 pp 0.00% +0.000 pp USD8.59 +19.8% 7 qtrs
62 ADVISOR GROUP HOLDINGS, INC. 8.0K +— (+0.0%) 82.3K -2.2K (-2.6%) 0.04% 0.000 pp 0.00% +0.000 pp USD9.53 +8.0% 3 qtrs
63 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 7.6K -47.0 (-0.6%) 78.0K +965.0 (+1.3%) 0.03% -0.001 pp 0.00% +0.000 pp USD8.21 +25.3% 6 qtrs
64 GROUP ONE TRADING, L.P. 4.8K +4.8K (+100.0%) 48.9K +48.9K (+100.0%) 0.02% +0.021 pp 0.00% +0.000 pp USD10.29 +0.0% 1 qtrs NEW
65 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 4.7K +— (+0.0%) 47.9K +884.0 (+1.9%) 0.02% 0.000 pp 0.00% +0.000 pp USD9.22 +11.6% 4 qtrs
66 BNP PARIBAS ARBITRAGE, SNC 4.3K +547.0 (+14.8%) 43.8K +6.3K (+16.9%) 0.02% +0.002 pp 0.00% +0.000 pp USD9.10 +13.1% 27 qtrs
67 KESTRA ADVISORY SERVICES, LLC 4.1K +4.1K (+100.0%) 41.7K +41.7K (+100.0%) 0.02% +0.018 pp 0.00% +0.000 pp USD10.29 +0.0% 1 qtrs NEW
68 RUSSELL INVESTMENTS GROUP, LTD. 2.4K +467.0 (+24.7%) 24.2K +5.2K (+27.1%) 0.01% +0.002 pp 0.00% +0.000 pp USD9.90 +3.9% 6 qtrs
69 NEW YORK STATE COMMON RETIREMENT FUND 2.1K +— (+0.0%) 21.6K +399.0 (+1.9%) 0.01% 0.000 pp 0.00% +0.000 pp USD8.04 +28.0% 7 qtrs
70 SMARTLEAF ASSET MANAGEMENT LLC 2.0K +— (+0.0%) 20.7K +570.0 (+2.8%) 0.01% 0.000 pp 0.00% -0.001 pp USD9.85 +4.5% 9 qtrs
71 AMERITAS INVESTMENT PARTNERS, INC. 1.8K +— (+0.0%) 18.9K +348.0 (+1.9%) 0.01% 0.000 pp 0.00% +0.000 pp USD8.04 +28.0% 7 qtrs
72 INVESTORS RESEARCH CORP 1.8K +— (+0.0%) 18.5K +342.0 (+1.9%) 0.01% 0.000 pp 0.00% +0.000 pp USD7.03 +46.4% 28 qtrs
73 SIMPLEX TRADING, LLC 1.8K +1.8K (+100.0%) 18.1K +18.1K (+100.0%) 0.01% +0.008 pp 0.00% +0.000 pp USD10.29 +0.0% 1 qtrs NEW
74 LEGAL & GENERAL GROUP PLC 1.6K +— (+0.0%) 16.1K +297.0 (+1.9%) 0.01% 0.000 pp 0.00% +0.000 pp USD8.04 +28.0% 7 qtrs
75 UBS ASSET MANAGEMENT AMERICAS INC 1.3K +1.3K (+100.0%) 13.0K +13.0K (+100.0%) 0.01% +0.006 pp 0.00% +0.000 pp USD10.29 +0.0% 1 qtrs NEW
76 TOWER RESEARCH CAPITAL LLC (TRC) 1.0K -83.0 (-7.5%) 10.6K -643.0 (-5.7%) 0.00% 0.000 pp 0.00% 0.000 pp USD9.39 +9.6% 12 qtrs
77 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 997.00 -361.0 (-26.6%) 10.3K -3.5K (-25.2%) 0.00% -0.002 pp 0.00% +0.000 pp USD8.04 +28.0% 7 qtrs
78 STERLING CAPITAL MANAGEMENT LLC 937.00 -185.0 (-16.5%) 9.6K -1.7K (-14.9%) 0.00% -0.001 pp 0.00% +0.000 pp USD9.76 +5.4% 6 qtrs
79 FMR LLC 825.00 +307.0 (+59.3%) 8.5K +3.3K (+62.3%) 0.00% +0.001 pp 0.00% +0.000 pp USD8.97 +14.7% 16 qtrs
80 IFP ADVISORS, INC 654.00 +24.0 (+3.8%) 6.7K +367.0 (+5.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.10 +1.9% 3 qtrs
81 HARBOR CAPITAL ADVISORS, INC. 550.00 -9.0 (-1.6%) 6.0K +— (+0.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD8.48 +21.3% 6 qtrs
82 ROYAL BANK OF CANADA 591.00 -1.1K (-65.9%) 6.0K -12.0K (-66.7%) 0.00% -0.005 pp 0.00% +0.000 pp USD7.53 +36.7% 27 qtrs
83 MOTIV8 INVESTMENTS LLC 625.00 +625.0 (+100.0%) 6.0K +6.0K (+100.0%) 0.00% +0.003 pp 0.00% +0.003 pp USD10.29 +0.0% 1 qtrs NEW
84 FINANCIAL CONSULATE, INC 500.00 +— (+0.0%) 5.1K +95.0 (+1.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.10 +1.9% 2 qtrs
85 AMALGAMATED BANK 511.00 -137.0 (-21.1%) 5.0K -2.0K (-28.6%) 0.00% -0.001 pp 0.00% +0.000 pp USD8.04 +28.0% 7 qtrs
86 CITIGROUP INC 369.00 -257.0 (-41.1%) 3.8K -2.5K (-39.9%) 0.00% -0.001 pp 0.00% +0.000 pp USD8.09 +27.2% 12 qtrs
87 GARNER ASSET MANAGEMENT CORP 368.00 +368.0 (+100.0%) 3.8K +3.8K (+100.0%) 0.00% +0.002 pp 0.00% +0.002 pp USD10.29 +0.0% 1 qtrs NEW
88 OPTIVER HOLDING B.V. 346.00 +— (+0.0%) 3.6K +65.0 (+1.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.10 +1.9% 2 qtrs
89 PNC FINANCIAL SERVICES GROUP, INC. 292.00 +292.0 (+100.0%) 3.0K +3.0K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD10.29 +0.0% 1 qtrs NEW
90 COMERICA BANK 200.00 +— (+0.0%) 2.1K +38.0 (+1.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.02 +46.6% 10 qtrs
91 CWM, LLC 210.00 +4.0 (+1.9%) 2.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.67 +6.4% 5 qtrs
92 NISA INVESTMENT ADVISORS, LLC 29.00 +— (+0.0%) 298.00 +5.0 (+1.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.52 +8.1% 5 qtrs
93 KILTER GROUP LLC 12.00 +12.0 (+100.0%) 124.00 +124.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.25 +0.4% 1 qtrs NEW
94 MAI CAPITAL MANAGEMENT 6.00 +6.0 (+100.0%) 62.00 +62.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.17 +1.2% 1 qtrs NEW
95 KEY FINANCIAL INC 6.00 +— (+0.0%) 62.00 +2.0 (+3.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.00 +47.0% 13 qtrs
96 ROTHSCHILD INVESTMENT LLC 3.00 +3.0 (+100.0%) 31.00 +31.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.00 +2.9% 1 qtrs NEW
97 SBI SECURITIES CO., LTD. 3.00 +— (+0.0%) 31.00 +1.0 (+3.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.33 +10.3% 5 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 46 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.06% 7.1K 0.29%
2 iShares Micro-Cap ETF IWC 0.04% 565.6K 0.60%
3 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.03% 444.8K 0.47%
4 Franklin U.S. Small Cap Multifactor Index ETF FLQS 0.02% 12.2K 0.35%
5 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.02% 159.4K 0.20%
6 iShares Russell 2000 Value ETF IWN 0.01% 1.85M 0.24%
7 Vanguard Russell 2000 Value ETF VTWV 0.01% 117.0K 0.06%
8 Avantis U.S. Small Cap Equity ETF AVSC 0.01% 200.3K 0.25%
9 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.01% 181.3K 0.30%
10 Avantis U.S. Small Cap Value ETF AVUV 0.01% 1.82M 0.25%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
2.07
Bullish
Buys
14
Sells
14
Shares acquired
890.7K
Shares disposed
431.2K
Cash buys
Cash sales
Net activity
+459,489
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-10 Poulton Donald S. Officer A-Award A Common Stock 101,831 0.00 363,670 D
2026-03-10 MURSTEIN ANDREW Director / Officer A-Award A Common Stock 323,870 0.00 1,136,400 D
2026-03-10 MURSTEIN ALVIN Director / Officer A-Award A Common Stock 72,103 0.00 367,070 D
2026-03-10 Haley David Justin Officer A-Award A Common Stock 39,152 0.00 169,664 D
2026-03-10 Cutrone Anthony N. Officer A-Award A Common Stock 84,858 0.00 186,422 D
2026-03-01 Silverman Marisa T. Officer F-InKind D Common Stock 13,540 10.09 136.6K 92,133 D
2026-03-01 Rudnick Jeffrey D. Officer F-InKind D Common Stock 3,298 10.09 33.3K 24,873 D
2026-03-01 Rozovsky Samantha K. Officer F-InKind D Common Stock 2,002 10.09 20.2K 20,500 D
2026-03-01 Poulton Donald S. Officer F-InKind D Common Stock 14,996 10.09 151.3K 261,839 D
2026-03-01 Munson Thomas J. Officer F-InKind D Common Stock 6,107 10.09 61.6K 61,809 D
2026-03-01 MURSTEIN ANDREW Director / Officer F-InKind D Common Stock 51,878 10.09 523.4K 812,530 D
2026-03-01 MURSTEIN ALVIN Director / Officer F-InKind D Common Stock 11,973 10.09 120.8K 294,967 D
2026-03-01 Haley David Justin Officer F-InKind D Common Stock 7,819 10.09 78.9K 130,512 D
2026-03-01 Cutrone Anthony N. Officer F-InKind D Common Stock 13,992 10.09 141.2K 101,564 D
2026-02-10 Silverman Marisa T. Officer A-Award A Common Stock 19,305 0.00 105,673 D
2026-02-10 Rudnick Jeffrey D. Officer A-Award A Common Stock 5,212 0.00 28,171 D
2026-02-10 Rozovsky Samantha K. Officer A-Award A Common Stock 8,687 0.00 22,502 D
2026-02-10 Poulton Donald S. Officer A-Award A Common Stock 58,760 0.00 276,835 D
2026-02-10 Munson Thomas J. Officer A-Award A Common Stock 9,653 0.00 67,916 D
2026-02-10 MURSTEIN ANDREW Director / Officer A-Award A Common Stock 77,220 0.00 864,408 D
2026-02-10 MURSTEIN ALVIN Director / Officer A-Award A Common Stock 39,597 0.00 306,940 D
2026-02-10 Haley David Justin Officer A-Award A Common Stock 25,941 0.00 138,331 D
2026-02-10 Cutrone Anthony N. Officer A-Award A Common Stock 24,493 0.00 115,556 D
2025-09-10 Haley David Justin Officer M-Exempt A Common Stock 13,274 6.68 88.7K 112,390 D
2025-08-18 Rozovsky Samantha K. Officer Common Stock (right to buy) 2,019 7.25 14.6K 0 D
2025-07-24 Rudnick Jeffrey D. Officer Common Stock (right to buy) 1,072 6.79 7.3K 0 D
2025-06-12 TANENBAUM ALLAN J Director A-Award A Restricted Stock Units 13,172 0.00 79,830 D
2025-06-12 RUDNICK DAVID L Director A-Award A Restricted Stock Units 13,172 0.00 79,830 D
2025-06-12 MEYER ROBERT Director A-Award A Restricted Stock Units 13,172 0.00 61,990 D
2025-06-12 Hatch Brent O. Director A-Award A Restricted Stock Units 13,172 0.00 13,172 D
2025-06-12 Hallenbeck Cynthia A Director A-Award A Restricted Stock Units 13,172 0.00 73,745 D
2025-06-12 EVERETS JOHN Director A-Award A Restricted Stock Units 13,172 0.00 79,830 D
2025-06-06 Haley David Justin Officer M-Exempt A Common Stock 850 6.55 5.6K 93,913 D
2025-05-08 RUDNICK DAVID L Director M-Exempt A Common Stock 12,000 5.58 67.0K 234,277 D
2025-05-05 Haley David Justin Officer M-Exempt A Common Stock 800 6.55 5.2K 93,063 D
2025-03-04 Silverman Marisa T. Officer F-InKind D Common Stock 712 8.17 5.8K 86,368 D
2025-03-04 Poulton Donald S. Officer F-InKind D Common Stock 2,222 8.17 18.2K 218,075 D
2025-03-04 Munson Thomas J. Officer F-InKind D Common Stock 501 8.17 4.1K 58,263 D
2025-03-04 MURSTEIN ANDREW Director / Officer F-InKind D Common Stock 7,545 8.17 61.6K 787,188 D
2025-03-04 MURSTEIN ALVIN Director / Officer F-InKind D Common Stock 2,072 8.17 16.9K 267,343 D
2025-03-04 Haley David Justin Officer F-InKind D Common Stock 679 8.17 5.5K 92,263 D
2025-03-01 Silverman Marisa T. Officer F-InKind D Common Stock 11,707 8.34 97.6K 87,080 D
2025-03-01 Poulton Donald S. Officer F-InKind D Common Stock 16,675 8.34 139.1K 220,297 D
2025-03-01 Munson Thomas J. Officer F-InKind D Common Stock 5,871 8.34 49.0K 58,764 D
2025-03-01 MURSTEIN ANDREW Director / Officer F-InKind D Common Stock 62,498 8.34 521.2K 794,733 D
2025-03-01 MURSTEIN ALVIN Director / Officer F-InKind D Common Stock 15,302 8.34 127.6K 269,415 D
2025-03-01 Haley David Justin Officer F-InKind D Common Stock 6,108 8.34 50.9K 92,942 D
2025-03-01 Cutrone Anthony N. Officer F-InKind D Common Stock 12,468 8.34 104.0K 91,063 D
2025-02-13 Silverman Marisa T. Officer A-Award A Common Stock 23,613 0.00 98,787 D
2025-02-13 Poulton Donald S. Officer A-Award A Common Stock 34,866 0.00 236,972 D
2025-02-13 Munson Thomas J. Officer A-Award A Common Stock 11,806 0.00 64,635 D
2025-02-13 MURSTEIN ANDREW Director / Officer A-Award A Common Stock 94,451 0.00 857,231 D
2025-02-13 MURSTEIN ALVIN Director / Officer A-Award A Common Stock 23,514 0.00 284,717 D
2025-02-13 Haley David Justin Officer A-Award A Common Stock 20,628 0.00 99,050 D
2025-02-13 Cutrone Anthony N. Officer A-Award A Common Stock 29,055 0.00 103,531 D
2024-09-10 Cutrone Anthony N. Officer P-Purchase A Common Stock 1,000 7.50 7.5K 71,976
2024-09-06 Cutrone Anthony N. Officer P-Purchase A Common Stock 2,000 7.52 15.0K 70,976
2024-09-05 Haley David Justin Officer M-Exempt A Common Stock 610 6.55 4.0K 78,422
2024-08-07 Haley David Justin Officer M-Exempt A Common Stock 600 6.55 3.9K 77,812
2024-06-11 TANENBAUM ALLAN J Director A-Award A Restricted Stock Units 13,974 0.00 63,464
2024-06-11 RUDNICK DAVID L Director A-Award A Restricted Stock Units 13,974 0.00 63,464
2024-06-11 MEYER ROBERT Director A-Award A Restricted Stock Units 13,974 0.00 46,477
2024-06-11 Hatch Brent O. Director A-Award A Restricted Stock Units 13,974 0.00 27,127
2024-06-11 Hallenbeck Cynthia A Director A-Award A Restricted Stock Units 13,974 0.00 57,669
2024-06-11 EVERETS JOHN Director A-Award A Restricted Stock Units 13,974 0.00 63,464
2024-05-06 Haley David Justin Officer M-Exempt A Common Stock 650 6.55 4.3K 77,212
2024-03-04 Silverman Marisa T. Officer F-InKind D Common Stock 713 8.18 5.8K 75,174
2024-03-04 Poulton Donald S. Officer F-InKind D Common Stock 2,228 8.18 18.2K 202,106
2024-03-04 Munson Thomas J. Officer F-InKind D Common Stock 501 8.18 4.1K 49,382
2024-03-04 MURSTEIN ANDREW Director / Officer F-InKind D Common Stock 7,545 8.18 61.7K 762,780
2024-03-04 MURSTEIN ALVIN Director / Officer F-InKind D Common Stock 2,072 8.18 16.9K 261,203
2024-03-01 Silverman Marisa T. Officer F-InKind D Common Stock 7,084 7.98 56.5K 75,887
2024-03-01 Poulton Donald S. Officer F-InKind D Common Stock 11,884 7.98 94.8K 204,334
2024-03-01 Munson Thomas J. Officer F-InKind D Common Stock 3,879 7.98 31.0K 49,883
2024-03-01 MURSTEIN ANDREW Director / Officer F-InKind D Common Stock 45,530 7.98 363.3K 770,325
2024-03-01 MURSTEIN ALVIN Director / Officer F-InKind D Common Stock 11,525 7.98 92.0K 263,275
2024-03-01 Haley David Justin Officer M-Exempt A Common Stock 1,000 6.55 6.6K 76,562
2024-03-01 Cutrone Anthony N. Officer F-InKind D Common Stock 9,368 7.98 74.8K 68,976
2024-02-17 Silverman Marisa T. Officer F-InKind D Common Stock 724 8.97 6.5K 82,971
2024-02-17 Poulton Donald S. Officer F-InKind D Common Stock 1,852 8.97 16.6K 216,218
2024-02-17 Munson Thomas J. Officer F-InKind D Common Stock 509 8.97 4.6K 53,762
2024-02-17 MURSTEIN ANDREW Director / Officer F-InKind D Common Stock 8,521 8.97 76.4K 815,855
2024-02-17 MURSTEIN ALVIN Director / Officer F-InKind D Common Stock 2,340 8.97 21.0K 274,800
2024-02-16 Silverman Marisa T. Officer A-Award A Common Stock 25,084 8.97 225.0K 83,695
2024-02-16 Poulton Donald S. Officer A-Award A Common Stock 32,922 8.97 295.3K 218,070
2024-02-16 Munson Thomas J. Officer A-Award A Common Stock 11,706 8.97 105.0K 54,271
2024-02-16 MURSTEIN ANDREW Director / Officer A-Award A Common Stock 99,714 8.97 894.4K 824,376
2024-02-16 MURSTEIN ALVIN Director / Officer A-Award A Common Stock 22,203 8.97 199.2K 277,140
2024-02-16 Haley David Justin Officer A-Award A Common Stock 19,478 8.97 174.7K 75,562
2024-02-16 Cutrone Anthony N. Officer A-Award A Common Stock 27,435 8.97 246.1K 78,344
2023-09-13 Haley David Justin Officer M-Exempt A Common Stock 270 6.55 1.8K 56,084
2023-07-26 TANENBAUM ALLAN J Director A-Award A Restricted Stock Units 12,583 0.00 47,349
2023-07-26 RUDNICK DAVID L Director A-Award A Restricted Stock Units 12,583 0.00 47,349
2023-07-26 MEYER ROBERT Director A-Award A Restricted Stock Units 12,583 0.00 31,096
2023-07-26 Hatch Brent O. Director A-Award A Restricted Stock Units 12,583 0.00 12,583
2023-07-26 Hallenbeck Cynthia A Director A-Award A Restricted Stock Units 12,583 0.00 41,803
2023-07-26 EVERETS JOHN Director A-Award A Restricted Stock Units 12,583 0.00 47,349
2023-03-04 Silverman Marisa T. Officer F-InKind D Common Stock 715 8.47 6.1K 58,611
2023-03-04 Poulton Donald S. Officer F-InKind D Common Stock 2,237 8.47 18.9K 185,148
2023-03-04 Munson Thomas J. Officer F-InKind D Common Stock 501 8.47 4.2K 42,565
2023-03-04 MURSTEIN ANDREW Director / Officer F-InKind D Common Stock 7,545 8.47 63.9K 724,662
2023-03-04 MURSTEIN ALVIN Director / Officer F-InKind D Common Stock 2,072 8.47 17.5K 254,937
2023-03-04 Haley David Justin Officer F-InKind D Common Stock 814 8.47 6.9K 55,814
2023-03-01 Silverman Marisa T. Officer F-InKind D Common Stock 2,532 8.49 21.5K 59,326
2023-03-01 Poulton Donald S. Officer F-InKind D Common Stock 6,810 8.49 57.8K 187,385
2023-03-01 Munson Thomas J. Officer F-InKind D Common Stock 1,773 8.49 15.1K 43,066
2023-03-01 MURSTEIN ANDREW Director / Officer F-InKind D Common Stock 26,693 8.49 226.6K 732,207
2023-03-01 MURSTEIN ALVIN Director / Officer F-InKind D Common Stock 7,330 8.49 62.2K 257,009
2023-03-01 Haley David Justin Officer F-InKind D Common Stock 2,475 8.49 21.0K 56,628
2023-03-01 Cutrone Anthony N. Officer F-InKind D Common Stock 4,431 8.49 37.6K 50,909
2023-02-17 Silverman Marisa T. Officer F-InKind D Common Stock 727 7.93 5.8K 61,858
2023-02-17 Poulton Donald S. Officer F-InKind D Common Stock 1,861 7.93 14.8K 194,195
2023-02-17 Munson Thomas J. Officer F-InKind D Common Stock 509 7.93 4.0K 44,839
2023-02-17 MURSTEIN ANDREW Director / Officer F-InKind D Common Stock 8,521 7.93 67.6K 758,900
2023-02-17 MURSTEIN ALVIN Director / Officer F-InKind D Common Stock 2,340 7.93 18.6K 264,339
2023-02-17 Haley David Justin Officer F-InKind D Common Stock 724 7.93 5.7K 59,103
2023-02-16 Silverman Marisa T. Officer A-Award A Common Stock 24,752 0.00 62,585
2023-02-16 Poulton Donald S. Officer A-Award A Common Stock 34,808 0.00 196,056
2023-02-16 Munson Thomas J. Officer A-Award A Common Stock 12,376 0.00 45,348
2023-02-16 MURSTEIN ANDREW Director / Officer A-Award A Common Stock 110,698 0.00 767,421
2023-02-16 MURSTEIN ALVIN Director / Officer A-Award A Common Stock 24,648 0.00 266,679
2023-02-16 Haley David Justin Officer D Common Stock (right to buy) 14,290 6.79 97.0K 0
2023-02-16 Cutrone Anthony N. Officer A-Award A Common Stock 29,007 0.00 55,340
2023-02-14 Silverman Marisa T. Officer F-InKind D Common Stock 636 8.79 5.6K 37,833
2023-02-14 Poulton Donald S. Officer F-InKind D Common Stock 1,097 8.79 9.6K 161,248
2023-02-14 Munson Thomas J. Officer F-InKind D Common Stock 487 8.79 4.3K 32,972
2023-02-14 MURSTEIN ANDREW Director / Officer F-InKind D Common Stock 5,787 8.79 50.9K 656,723
2023-02-14 MURSTEIN ALVIN Director / Officer F-InKind D Common Stock 2,046 8.79 18.0K 242,031
2022-08-01 TANENBAUM ALLAN J Director A-Award A Restricted Stock Units 17,038 0.00 33,291
2022-08-01 RUDNICK DAVID L Director A-Award A Restricted Stock Units 17,038 0.00 33,291
2022-08-01 MEYER ROBERT Director A-Award A Restricted Stock Units 17,038 0.00 17,728
2022-08-01 MENOWITZ FREDERICK Director A-Award A Restricted Stock Units 17,038 0.00 17,038
2022-08-01 Hatch Brent O. Director A-Award A Restricted Stock Units 17,038 0.00 17,038
2022-08-01 Hallenbeck Cynthia A Director A-Award A Restricted Stock Units 17,038 0.00 27,980
2022-08-01 EVERETS JOHN Director A-Award A Restricted Stock Units 17,038 0.00 33,291
2022-03-07 Munson Thomas J. Officer P-Purchase A Common Stock 1,100 8.55 9.4K 3,447
2022-02-17 Travis Alexander S Officer A-Award A Common Stock 11,718 0.00 24,815
2022-02-17 Silverman Marisa T. Officer A-Award A Common Stock 13,675 0.00 38,469
2022-02-17 Pickerell Dean Officer A-Award A Common Stock 3,255 0.00 54,668
2022-02-17 Munson Thomas J. Officer A-Award A Common Stock 10,419 0.00 33,459
2022-02-17 MURSTEIN ANDREW Director / Officer A-Award A Common Stock 156,862 0.00 662,510
2022-02-17 Cutrone Anthony N. Officer A-Award A Common Stock 26,041 0.00 26,327
2021-06-17 TANENBAUM ALLAN J Director A-Award A Restricted Stock Units 2,819 0.00 15,939
2021-06-17 Hallenbeck Cynthia A Director A-Award A Restricted Stock Units 2,819 0.00 10,731
2021-06-17 EVERETS JOHN Director A-Award A Restricted Stock Units 2,819 0.00 15,939
2021-03-04 Travis Alexander S Officer A-Award A Common Stock 4,602 0.00 13,097
2021-03-04 Silverman Marisa T. Officer A-Award A Common Stock 5,154 0.00 24,794
2021-03-04 Pickerell Dean Officer A-Award A Common Stock 1,841 0.00 51,413
2021-03-04 Munson Thomas J. Officer A-Award A Common Stock 3,927 0.00 23,040
2021-03-04 MURSTEIN ANDREW Director / Officer A-Award A Common Stock (right to buy) 114,720 6.79 778.9K 348,749
2020-07-23 TANENBAUM ALLAN J Director A-Award A Restricted Stock Units 7,912 0.00 13,120
2020-07-23 Hallenbeck Cynthia A Director A-Award A Restricted Stock Units 7,912 0.00 7,912
2020-07-23 EVERETS JOHN Director A-Award A Restricted Stock Units 7,912 0.00 13,120
2020-06-19 Hallenbeck Cynthia A Director 0 0.00 0
2020-02-17 Travis Alexander S Officer A-Award A Common Stock (right to buy) 9,481 6.68 63.3K 17,790
2020-02-17 Silverman Marisa T. Officer A-Award A Common Stock 5,239 0.00 19,640
2020-02-17 Pickerell Dean Officer A-Award A Common Stock (right to buy) 3,792 6.68 25.3K 20,410
2020-02-17 Munson Thomas J. Officer A-Award A Common Stock (right to buy) 8,089 6.68 54.0K 19,398
2020-02-17 MURSTEIN ANDREW Director / Officer A-Award A Common Stock 66,766 0.00 446,532
2019-08-08 TANENBAUM ALLAN J Director P-Purchase A Common Stock 10,000 4.74 47.4K 44,566
2019-07-24 TANENBAUM ALLAN J Director A-Award A Restricted Stock Units 5,208 0.00 5,208
2019-07-24 EVERETS JOHN Director A-Award A Restricted Stock Units 5,208 0.00 5,208
2019-05-17 Munson Thomas J. Officer S-Sale D Common Stock 1,700 7.33 12.5K 17,670
2019-03-21 Travis Alexander S Officer A-Award A Common Stock (right to buy) 8,309 6.55 54.4K 8,309
2019-03-21 Silverman Marisa T. Officer A-Award A Common Stock (right to buy) 9,971 6.55 65.3K 9,971
2019-03-21 Pickerell Dean Officer A-Award A Common Stock (right to buy) 16,618 6.55 108.8K 16,618
2019-03-21 Munson Thomas J. Officer A-Award A Common Stock (right to buy) 8,309 6.55 54.4K 11,309
2019-03-21 MURSTEIN ANDREW Director / Officer A-Award A Common Stock (right to buy) 98,713 6.55 646.6K 98,713
2019-02-14 Travis Alexander S Officer 0 0.00 0
2018-06-14 TANENBAUM ALLAN J Director P-Purchase A Common Stock 10,000 5.55 55.5K 34,566
2018-02-20 Silverman Marisa T. Officer A-Award A Common Stock 2,278 0.00 9,821
2018-02-20 Pickerell Dean Officer A-Award A Common Stock 11,390 0.00 40,067
2018-02-20 Munson Thomas J. Officer A-Award A Common Stock 3,417 0.00 15,553
2017-12-05 TANENBAUM ALLAN J Director P-Purchase A Common Stock 900 2.72 2.4K 22,266
2017-12-04 TANENBAUM ALLAN J Director P-Purchase A Common Stock 3,442 2.72 9.4K 21,366
2017-11-30 TANENBAUM ALLAN J Director P-Purchase A Common Stock 2,300 2.71 6.2K 24,566
2017-11-29 TANENBAUM ALLAN J Director P-Purchase A Common Stock 5,005 2.71 13.6K 17,924
2017-11-28 TANENBAUM ALLAN J Director P-Purchase A Common Stock 4,571 2.71 12.4K 12,919
2017-11-17 TANENBAUM ALLAN J Director P-Purchase A Common Stock 3,348 2.64 8.8K 8,348
2017-11-15 TANENBAUM ALLAN J Director P-Purchase A Common Stock 5,000 2.62 13.1K 5,000
2017-10-26 TANENBAUM ALLAN J Director 0 0.00 0
2017-07-27 EVERETS JOHN Director A-Award A Common Stock (right to buy) 11,333 2.61 29.6K 11,333
2017-06-15 Munson Thomas J. Officer P-Purchase A Common Stock 2,000 2.40 4.8K 2,347
2017-04-27 Pickerell Dean Officer D Common Stock 0 0.00 28,677
2017-04-19 Munson Thomas J. Officer D Common Stock 0 0.00 12,136
2017-04-19 MURSTEIN ANDREW Director / Officer A-Award A Common Stock 97,087 0.00 334,422
2017-03-16 MURSTEIN ANDREW Director / Officer P-Purchase A Common Stock 5,000 2.13 10.7K 237,335
2017-02-15 Silverman Marisa T. Officer A-Award A Common Stock 4,673 0.00 7,543
2016-12-15 MURSTEIN ANDREW Director / Officer P-Purchase A Common Stock 7,000 3.57 25.0K 232,335
2016-08-11 MURSTEIN ANDREW Director / Officer P-Purchase A Common Stock 10,000 5.49 54.9K 225,335
2012-10-30 Munson Thomas J. Officer D Common Stock (right to buy) 3,000 12.55 37.7K 0
2005-04-30 CARROLL MICHAEL C 0 0.00 0
2004-07-02 WEICKER LOWELL P JR Director A-Award A Common Stock, right to buy 9,000 7.68 69.1K 12,750
2004-07-02 CUOMO MARIO M Director A-Award A Common Stock, right to buy 9,000 7.68 69.1K 18,000
2004-04-02 CARROLL MICHAEL C Officer M-Exempt D Employee Stock Option (right to buy) 4,600 4.50 20.7K 51,200
2004-04-01 CARROLL MICHAEL C Officer M-Exempt A Employee Stock Option (right to buy) 6,800 4.50 30.6K 51,200
2004-03-19 CARROLL MICHAEL C Officer A-Award A Common Stock, right to buy 15,000 8.30 124.5K 58,000
2004-03-18 KOWALSKY MICHAEL J Officer A-Award A Common Stock 475 8.30 3.9K 2,975
2004-03-17 KOWALSKY MICHAEL J Officer A-Award A Common Stock 700 8.45 5.9K 2,500
2004-01-22 CARROLL MICHAEL C Officer A-Award A Common Stock, right to buy 25,000 8.72 218.0K 43,000

Executive team

Top executives
EBIT / Employee
1.02M
Shares Outstanding
23.86M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2012 Andrew M. Murstein President and Director 982.3K 1.29M 790.0K 119.2K 3.18M 24.84%
2 2012 Alvin Murstein Chairman, Chief Executive Officer and Director 818.9K 495.0K 695.0K 106.5K 2.12M 32.85%
3 2012 John M. Taggart Chief Executive Officer and President of Medallion Bank 221.3K 230.0K 255.0K 706.3K 36.10%
4 2012 Michael J. Kowalsky Executive Vice President 301.7K 155.0K 60.0K 16.6K 533.3K 11.25%
5 2012 Larry D. Hall Senior Vice President, and Chief Financial Officer 283.3K 105.8K 90.0K 10.8K 489.9K 18.37%
6 2011 Andrew M. Murstein President and Director 953.7K 1.12M 150.0K 127.5K 2.35M 6.38%
7 2011 Alvin Murstein Chairman, Chief Executive Officer and Director 795.0K 450.0K 150.0K 74.5K 1.47M 10.21%
8 2011 Michael J. Kowalsky Executive Vice President 292.9K 144.9K 12.0K 16.0K 465.8K 2.58%
9 2011 Larry D. Hall Senior Vice President, and Chief Financial Officer 275.0K 92.0K 15.0K 10.0K 392.0K 3.83%
10 2010 Andrew M. Murstein President and Director 935.0K 975.0K 117.1K 2.03M 0.00%
11 2010 Alvin Murstein Chairman, Chief Executive Officer and Director 499.5K 133.5K 633.0K 0.00%
12 2010 Michael J. Kowalsky Executive Vice President 284.4K 126.0K 16.4K 426.8K 0.00%
13 2010 Larry D. Hall Senior Vice President, and Chief Financial Officer 249.2K 80.0K 329.2K 0.00%
14 2007 Andrew M. Murstein President and Director 529.2K 860.0K 10.2K 109.2K 1.51M 0.67%
15 2007 Alvin Murstein Chairman, Chief Executive Officer and Director 467.9K 300.0K 10.2K 89.7K 867.8K 1.17%
16 2007 Michael J. Kowalsky Executive Vice President 256.4K 100.0K 18.9K 375.3K 0.00%
17 2007 Brian S. O’Leary Executive Vice President and Chief Operating Officer 284.7K 75.0K 359.7K 0.00%
18 2007 Larry D. Hall Senior Vice President, and Chief Financial Officer 232.5K 75.0K 307.5K 0.00%
19 2006 Andrew M. Murstein President and Director 513.8K 860.0K 24.1K 104.8K 1.50M 1.60%
20 2006 Alvin Murstein Chairman, Chief Executive Officer and Director 454.3K 270.0K 24.1K 82.0K 830.4K 2.90%
21 2006 Michael J. Kowalsky Executive Vice President 249.0K 88.0K 712.00 16.3K 354.0K 0.20%
22 2006 Brian S. O’Leary Executive Vice President and Chief Operating Officer 276.4K 60.0K 336.4K 0.00%
23 2006 Larry D. Hall Senior Vice President, and Chief Financial Officer 225.8K 60.0K 847.00 286.6K 0.30%
24 2005 Andrew M. Murstein(*) President and Director 498.8K 445.0K 4.2K 948.0K 0.00%
25 2005 Alvin Murstein(*) Chairman, Chief Executive Officer and Director 441.0K 300.0K 14.0K 755.0K 0.00%
26 2005 Michael J. Kowalsky(*) Executive Vice President 245.3K 88.0K 3.4K 336.7K 0.00%
27 2005 Brian S. O’Leary(*) Executive Vice President, and Chief Operating Officer 263.4K 60.0K 4.3K 327.7K 0.00%
28 2005 Larry D. Hall(*) Executive Vice President, and Chief Financial Officer 215.0K 60.0K 275.0K 0.00%
29 2004 Andrew M. Murstein(*) President and Director 475.0K 995.0K 25.0K 1.47M 1.70%
30 2004 Alvin Murstein(*) Chairman, Chief Executive Officer and Director 420.0K 250.0K 25.0K 13.7K 683.7K 3.66%
31 2004 Alvin Murstein(*) Chairman, Chief Executive Officer, and Director 420.0K 50.0K 25.0K 4.3K 474.3K 5.27%
32 2004 Michael J. Kowalsky(*) Executive Vice President 233.6K 85.0K 4.0K 322.6K 0.00%
33 2004 Brian S. O’Leary(*) Executive Vice President, and Chief Operating Officer 245.0K 50.0K 3.9K 298.9K 0.00%
34 2004 Brian S. O’Leary Executive Vice President and Chief Operating Officer 245.0K 32.5K 3.9K 281.4K 0.00%
35 2004 Michael J. Kowalsky Executive Vice President 233.6K 37.0K 4.0K 274.6K 0.00%
36 2004 Larry D. Hall(*) Executive Vice President, and Chief Financial Officer 200.0K 50.0K 250.0K 0.00%
37 2004 Larry D. Hall Executive Vice President and Chief Financial Officer 200.0K 35.0K 235.0K 0.00%
38 2003 Andrew M. Murstein(*) President and Director 430.0K 125.0K 555.0K 0.00%
39 2003 Alvin Murstein(*) Chairman, Chief Executive Officer and Director 395.0K 50.0K 10.6K 455.6K 0.00%
40 2003 Alvin Murstein(*) Chairman, Chief Executive Officer, and Director 395.0K 20.0K 4.7K 419.7K 0.00%
41 2003 Brian S. O’Leary(*) Executive Vice President, and Chief Operating Officer 229.5K 32.5K 4.1K 266.1K 0.00%
42 2003 Brian S. O’Leary Executive Vice President and Chief Operating Officer 229.5K 25.0K 4.1K 258.6K 0.00%
43 2003 Michael J. Kowalsky(*) Executive Vice President 202.5K 37.0K 50.0K 3.4K 242.9K 20.59%
44 2003 Michael J. Kowalsky Executive Vice President 202.5K 37.0K 50.0K 3.4K 242.9K 20.59%
45 2003 Larry D. Hall(*) Executive Vice President, and Chief Financial Officer 182.0K 35.0K 25.0K 217.0K 11.52%
46 2003 Larry D. Hall Executive Vice President and Chief Financial Officer 182.0K 30.0K 25.0K 212.0K 11.79%
47 2002 Andrew M. Murstein(*) President and Director 400.0K 90.0K 125.0K 490.0K 25.51%
48 2002 Alvin Murstein(*) Chairman, Chief Executive Officer, and Director 390.0K 30.0K 125.0K 3.7K 423.7K 29.50%
49 2002 Brian S. O’Leary Executive Vice President and Chief Operating Officer 229.0K 25.0K 50.0K 11.0K 265.0K 18.87%
50 2002 Michael J. Kowalsky Executive Vice President 196.4K 37.0K 25.0K 3.4K 236.8K 10.56%
51 2002 Larry D. Hall Executive Vice President and Chief Financial Officer 170.0K 30.0K 50.0K 200.0K 25.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-04-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-08 DEFC14A
2026-05-05 10-Q
2026-05-01 PREC14A
2026-04-30 DEFC14A
2026-04-29 8-K
2026-04-28 8-K
2026-04-17 PREC14A
2026-04-06 SC 13G/A
2026-04-03 8-K
2026-03-11 4

Executive team

NameTitleCompensationGender
Andrew Murstein CEO, President, COO & Non-Independent Director 3M male
Alvin Murstein Executive Chairman 2M male
Anthony N. Cutrone Executive Vice President & Chief Financial Officer 1M male
Donald S. Poulton Chief Executive Officer of Medallion Bank 956.0K male
David Justin Haley President of Medallion Bank 660.0K male
Dean R. Pickerell Acting President & Executive Vice President of Medallion Capital, Inc. 500.2K male
Thomas J. Munson Executive Vice President & Chief Credit Officer male
Jeffrey D. Rudnick Executive Vice President & Director of Alternative Investments male
Joel Cannon Senior Vice President of Sales & Marketing male
Marisa T. Silverman Executive Vice President, General Counsel & Secretary, female
Samantha K. Rozovsky Chief Compliance Officer, Associate General Counsel & Assistant Secretary female
Steven Hannay Executive Vice President & Chief Lending Officer of Medallion Bank. male
ESG Rating
B+
FINANCIAL - CREDIT SERVICES
2019
E (Environmental)
66.5 / 60.0
Company / Sector avg.
S (Social)
72.2 / 63.1
Company / Sector avg.
G (Governance)
65.3 / 59.1
Company / Sector avg.
ESG Total
68.0 / 60.7
Company / Sector avg.
ESG Score History FINANCIAL - CREDIT SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits