| Due Diligence for Asset Managers |
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Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data |
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| Keyboard |
| Meridian Corp | |
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| Ticker | MRBK |
| CIK # | 0001750735 |
| CUSIP | 58958P104 |
| Sector | Finance - National Commercial Banks |
| Address | 9 Old Lincoln Highway, Malvern, PA 19355 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Meridian Corp | 2019-12-31 | 40.0 M | Exemption: 506(b) · Minimum: $100,000 · Duration: One year or less · Commission: $800,000 · Revenue: $25,000,001 - $100,000,000 |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001750735] | 10-K | |
| [0001750735] | 10-Q | |
| [0001750735] | 3 | |
| [0001750735] | 4 | |
| [0001750735] | 8-K | |
| [0001750735] | D | |
| [0001750735] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Vanguard Group Inc | Meridian Corp | [2025-07-29] | 0.0 |
| Fourthstone LLC | Meridian Corp | [2024-02-14] | 9.27 |
| Strategic Value Investors LP | Meridian Corp | [2021-02-12] | 5.3 |
| Banc Funds Co LLC | Meridian Corp | [2021-02-11] | 2.0 |
| Vanguard Group Inc | Meridian Corp | [2021-02-10] | 5.05 |
| Ategra Capital Management LLC | Meridian Corp | [2018-11-20] | 5.1 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
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Collier George C III
COMMON STOCK
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2026-03-06 | Option exercise | 400 | $9.00 | 3,600 |
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Collier George C III
COMMON STOCK
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2026-03-06 | Option exercise | 200 | $15.50 | 3,100 |
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Collier George C III
COMMON STOCK
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2026-03-06 | Option exercise | 200 | $12.22 | 2,444 |
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Collier George C III
COMMON STOCK
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2026-03-06 | Option exercise | 200 | $10.44 | 2,088 |
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Collier George C III
Stock Options · derivative
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2026-03-06 | Option exercise | 200 | $15.50 | 3,100 |
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Collier George C III
Stock Options · derivative
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2026-03-06 | Option exercise | 200 | $12.22 | 2,444 |
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Collier George C III
Stock Options · derivative
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2026-03-06 | Option exercise | 200 | $10.44 | 2,088 |
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Collier George C III
Stock Options · derivative
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2026-03-06 | Option exercise | 200 | $13.00 | 2,600 |
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Collier George C III
Stock Options · derivative
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2026-03-06 | Option exercise | 200 | $13.88 | 2,776 |
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Collier George C III
Stock Options · derivative
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2026-03-06 | Option exercise | 200 | $6.74 | 1,348 |
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Collier George C III
Stock Options · derivative
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2026-03-06 | Option exercise | 400 | $9.00 | 3,600 |
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Collier George C III
COMMON STOCK
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2026-03-06 | Option exercise | 200 | $6.74 | 1,348 |
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Collier George C III
COMMON STOCK
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2026-03-06 | Option exercise | 200 | $13.00 | 2,600 |
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Collier George C III
COMMON STOCK
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2026-03-06 | Option exercise | 200 | $13.88 | 2,776 |
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Lindsay Denise
EMPLOYEE STOCK OPTION · derivative
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2025-11-17 | Grant | 20,000 | $0.00 | |
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Fox Andrew Nathan
EMPLOYEE STOCK OPTION · derivative
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2025-11-17 | Grant | 3,500 | $0.00 | |
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Annas Christopher J
EMPLOYEE STOCK OPTION · derivative
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2025-11-17 | Grant | 40,000 | $0.00 | |
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COMMON STOCK
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2025-08-27 | Buy | 522 | $15.73 | 8,211 |
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Lindsay Denise
EMPLOYEE STOCK OPTION · derivative
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2025-08-08 | Option exercise | 5,000 | $8.50 | 42,500 |
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Lindsay Denise
COMMON STOCK
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2025-08-08 | Option exercise | 5,000 | $8.50 | 42,500 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 93 | 7,288,869 |
| 2025-12-31 | 88 | 7,259,348 |
| 2025-09-30 | 83 | 7,075,330 |
| 2025-06-30 | 64 | 6,828,197 |
| 2025-03-31 | 62 | 6,581,782 |
| 2024-12-31 | 52 | 6,609,170 |
| 2024-09-30 | 42 | 6,126,624 |
| 2024-06-30 | 42 | 6,019,112 |
| 2024-03-31 | 42 | 6,211,476 |
| 2023-12-31 | 46 | 6,131,022 |
| 2023-09-30 | 43 | 6,172,949 |
| 2023-06-30 | 44 | 6,844,524 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Alaska Retirement Management Board | [2026-06-30] | SOLE | 1,173 | 1,173 |
| Gamma Investing LLC | [2026-06-30] | DFND | 297 | 297 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 140 | 140 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 105 |
| True Wealth Design LLC | [2026-06-30] | SOLE | 0 | 12 |
| Fortitude Family Office LLC | [2026-06-30] | SOLE | 7 | 7 | Prev | Page 1 | Next |