SEC ownership of Meridian Corp
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001750735.
- CIK
- 0001750735
- Symbol
- MRBK on Nasdaq
- Location
- Malvern, PA
- Parsed ownership evidence
- 13F, 13D/G, and 3/4/5
- Lead holder
- Fourthstone LLC
- 13D/G signal
- Fourthstone LLC
- Latest evidence date
- 13 May 2026
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.
Lead holder
Fourthstone LLC
13D/G signal
Fourthstone LLC
Evidence rows
50
Latest as of
13 May 2026
13F
13D/G
3/4/5
Lead comparable stake: 9.6%
13D/G row: Fourthstone LLC
Showing first 8 of 50 holder rows.
Open remaining 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 |
| 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 |
| Clarence Addis Martindell |
3/4/5
EVP
|
0.19%
|
$368,652
20,970 shares
|
— | 17 Nov 2025 |
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: +$44,004.
Buys
$44,004
Insiders: 2
Sells
$0
Insiders: 0
Net
+$44,004
Shares: +2,522
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 2,522
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 2,000 | 0 | $35,796 | $0 | +$35,796 |
| 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
Current reporting-owner rows connected to Meridian Corp. Open the relationship link for the CIK-to-CIK filing trail.
Rows
15
Lead holder
Anthony Mark Imbesi
Net 12M change
+$44,004
Latest report
13 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Anthony Mark Imbesi | Director | $6,711,777 | +$25,589 | +0.38% | Filing P/S | 13 May 2026 |
| Christopher J. Annas | Chairman & CEO, Director | $6,120,901 | Mixed | 17 Nov 2025 | ||
| 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 | Median | 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 | ||
| Joseph L. Cafarchio | EVP, Chief Credit Officer | $42,500 | Mixed | 22 Aug 2022 | ||
| Kenneth Thomas Warriner | Director | $36,830 | +$18,415 | +100% | Filing P/S | 30 Apr 2026 |
| 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 by Companies or Individuals for Meridian Corp
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Reported value | Reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Anthony Mark Imbesi | MRBK | COMMON STOCK | Purchase | 0.26% | $17,381 | $17.38 | 1,000 | 386,156 | 13 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 |
An asterisk next to the price means the reported price is likely invalid.