Comparable stake leader
Fourthstone LLC
SEC ownership of Meridian Corp
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001750735.
Disclosed value leader
Fourthstone LLC
Comparable rows
50/50
Latest evidence
08 Jun 2026
- Public ticker
- MRBK on Nasdaq
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Fourthstone LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Fourthstone LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
08 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001750735
- Issuer location
- Malvern, PA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Meridian Corp (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Fourthstone LLC
Disclosed value leader
Fourthstone LLC
Comparable rows
50/50
Latest evidence
08 Jun 2026
13F
13D/G
3/4/5
Lead comparable stake: 9.6%
13D/G row: Fourthstone LLC
Showing 1-8 of 50 holder rows.
Quick read
Fourthstone LLC leads the comparable SEC ownership view at 9.6%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Fourthstone LLC's linked filing trail.
Comparable ownership
Top 5
Fourthstone LLC
9.6%
Ategra Capital Management, LLC
4.1%
Christopher J. Annas
3.5%
Anthony Mark Imbesi
3.4%
Robert M. Casciato
1.9%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Fourthstone LLC |
13F
13D/G
Company
|
9.6%
from 13D/G
|
$22,283,707
1,175,301 shares
|
— | 31 Mar 2026 |
| Ategra Capital Management, LLC |
13D/G
13F
Jacques Rebibo · Company
|
4.1%
|
$7,281,401
461,140 shares
|
-$3,303,094 | 30 Sep 2025 |
| Christopher J. Annas |
3/4/5
Chairman & CEO, Director
|
3.5%
|
$7,467,680
393,865 shares
|
— | 08 Jun 2026 |
| Anthony Mark Imbesi |
3/4/5
Director
|
3.4%
|
$6,711,777
386,156 shares
|
+$25,589 | 13 May 2026 |
| Robert M. Casciato |
3/4/5
Director
|
1.9%
|
$2,944,463
215,396 shares
|
— | 09 May 2025 |
| Holland Robert T. |
3/4/5
Director
|
0.79%
|
$1,683,897
89,061 shares
|
— | 07 May 2026 |
| George C. Collier III |
3/4/5
Director
|
0.6%
|
$1,373,010
67,636 shares
|
— | 06 Mar 2026 |
| Edward J. Hollin |
3/4/5
Director
|
0.46%
|
$978,828
51,626 shares
|
— | 29 Apr 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$62,004.
Buys
$62,004
Insiders: 2
Sells
$0
Insiders: 0
Net
+$62,004
Shares: +3,522
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 3,522
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 3,000 | 0 | $53,796 | $0 | +$53,796 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 522 | 0 | $8,208 | $0 | +$8,208 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-15 of 15 reporting-owner rows connected to Meridian Corp. Open a relationship link for the CIK-to-CIK filing trail.
Rows
15
Largest Forms 3/4/5 holder
Christopher J. Annas
Net 12M change
+$62,004
Latest report
08 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Christopher J. Annas | Chairman & CEO, Director | $7,467,680 | Mixed | 08 Jun 2026 | ||
| Anthony Mark Imbesi | Director | $6,711,777 | +$25,589 | +0.38% | Filing P/S | 13 May 2026 |
| Robert M. Casciato | Director | $2,944,463 | Filing P/S | 09 May 2025 | ||
| Holland Robert T. | Director | $1,683,897 | Mixed | 07 May 2026 | ||
| George C. Collier III | Director | $1,373,010 | Mixed | 06 Mar 2026 | ||
| Edward J. Hollin | Director | $978,828 | Mixed | 29 Apr 2026 | ||
| Denise Lindsay | EVP, Chief Financial Officer, Director | $795,600 | Mixed | 17 Nov 2025 | ||
| Clarence Addis Martindell | Evp | $368,652 | Mixed | 17 Nov 2025 | ||
| Kenneth H. Slack | Director | $281,937 | Mixed | 29 Dec 2021 | ||
| Charles D. Kochka | EVP, Chief Lending Officer | $184,663 | Mixed | 06 Mar 2023 | ||
| Kenneth Thomas Warriner | Director | $57,828 | +$36,415 | +170% | Mixed | 11 May 2026 |
| Joseph L. Cafarchio | EVP, Chief Credit Officer | $42,500 | Mixed | 22 Aug 2022 | ||
| Andrew Nathan Fox | Chief Credit Officer | $29,750 | Mixed | 17 Nov 2025 | ||
| Christine Marie Helmig | Director | $27,761 | Mixed | 05 May 2023 | ||
| Randall J. McGarry | EVP, Chief Information Officer | $17,000 | Mixed | 22 Aug 2022 |
Recent insider transactions for Meridian Corp
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Kenneth Thomas Warriner | MRBK | COMMON STOCK | Award | 1.67% | 50 | 3,050 | 12 Jun 2026 | Direct | ||
| Christopher J. Annas | MRBK | COMMON STOCK | Tax liability | -4.05% | -16,642 | 393,865 | 08 Jun 2026 | Direct | ||
| Christopher J. Annas | MRBK | COMMON STOCK | Options Exercise | 11.4% | 42,000 | 410,507 | 08 Jun 2026 | Direct | ||
| Christopher J. Annas | MRBK | EMPLOYEE STOCK OPTION | Options Exercise | -100% | -42,000 | 0 | 08 Jun 2026 | Direct | ||
| Anthony Mark Imbesi | MRBK | COMMON STOCK | Purchase | 0.26% | $17,381 | $17.38 | 1,000 | 386,156 | 13 May 2026 | Direct |
| Kenneth Thomas Warriner | MRBK | COMMON STOCK | Purchase | 50% | $18,000 | $18.00 | 1,000 | 3,000 | 11 May 2026 | Direct |
| Holland Robert T. | MRBK | COMMON STOCK | Options Exercise | 13.5% | 10,500 | 88,052 | 07 May 2026 | Direct | ||
| Holland Robert T. | MRBK | Stock Options | Options Exercise | -100% | -10,500 | 0 | 07 May 2026 | Direct | ||
| Kenneth Thomas Warriner | MRBK | COMMON STOCK | Purchase | 100% | $18,415 | $18.42 | 1,000 | 2,000 | 30 Apr 2026 | Direct |
| Edward J. Hollin | MRBK | COMMON STOCK | Options Exercise | 1.18% | 600 | 51,626 | 29 Apr 2026 | Direct | ||
| Edward J. Hollin | MRBK | Stock Options | Options Exercise | -100% | -400 | 0 | 29 Apr 2026 | Direct | ||
| Clarence Addis Martindell | MRBK | COMMON STOCK | Options Exercise | 23.6% | 4,000 | 20,970 | 13 Mar 2026 | Direct | ||
| Clarence Addis Martindell | MRBK | EMPLOYEE STOCK OPTION | Options Exercise | -100% | -4,000 | 0 | 13 Mar 2026 | Direct | ||
| George C. Collier III | MRBK | COMMON STOCK | Options Exercise | 2.42% | 1,600 | 67,636 | 06 Mar 2026 | Direct | ||
| George C. Collier III | MRBK | Stock Options | Options Exercise | -100% | -1,600 | 0 | 06 Mar 2026 | Direct | ||
| Clarence Addis Martindell | MRBK | EMPLOYEE STOCK OPTION | Award | 12,000 | 12,000 | 17 Nov 2025 | Direct | |||
| Andrew Nathan Fox | MRBK | EMPLOYEE STOCK OPTION | Award | 3,500 | 3,500 | 17 Nov 2025 | Direct | |||
| Denise Lindsay | MRBK | EMPLOYEE STOCK OPTION | Award | 20,000 | 20,000 | 17 Nov 2025 | Direct | |||
| Christopher J. Annas | MRBK | EMPLOYEE STOCK OPTION | Award | 40,000 | 40,000 | 17 Nov 2025 | Direct | |||
| Anthony Mark Imbesi | MRBK | COMMON STOCK | Purchase | 0.14% | $8,208 | $15.72 | 522 | 385,156 | 27 Aug 2025 | Direct |
| Denise Lindsay | MRBK | COMMON STOCK | Options Exercise | 5.64% | 5,000 | 93,600 | 08 Aug 2025 | Direct | ||
| Denise Lindsay | MRBK | EMPLOYEE STOCK OPTION | Options Exercise | -100% | -5,000 | 0 | 08 Aug 2025 | Direct | ||
| George C. Collier III | MRBK | COMMON STOCK | Options Exercise | 18.9% | 10,500 | 66,036 | 07 Aug 2025 | Direct | ||
| George C. Collier III | MRBK | Stock Options | Options Exercise | -100% | -10,500 | 0 | 07 Aug 2025 | Direct | ||
| Edward J. Hollin | MRBK | COMMON STOCK | Options Exercise | 0.79% | 400 | 51,026 | 01 Aug 2025 | Direct | ||
| Edward J. Hollin | MRBK | Stock Options | Options Exercise | -100% | -400 | 0 | 01 Aug 2025 | Direct |
* marks a reported price that did not pass the local price check.