Meridian Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:MRBK Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
09 May 25	BuyUS$27,574	Robert Casciato	Individual	2,000	US$13.80
08 May 25	BuyUS$8,145	Denise Lindsay	Individual	600	US$13.62
19 Aug 24	BuyUS$21,400	Christopher Annas	Individual	2,000	US$10.70
19 Aug 24	BuyUS$10,740	Anthony Imbesi	Individual	1,000	US$10.74
09 Aug 24	BuyUS$16,020	Denise Lindsay	Individual	1,500	US$10.68

Insider Trading Volume

Insider Buying: MRBK insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of MRBK?
Owner Type	Number of Shares	Ownership Percentage
Employee Share Scheme	133,280	1.2%
VC/PE Firms	761,309	6.83%
Individual Insiders	1,727,028	15.5%
General Public	2,536,099	22.7%
Hedge Funds	2,784,133	25%
Institutions	3,209,871	28.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 69.07% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.96%	Fourthstone LLC	1,110,437	US$15.7m	-0.57%	2.22%
9.17%	Ategra Capital Management, LLC	1,022,398	US$14.4m	-0.38%	9.6%
6.83%	1st & Main Growth Partners	761,309	US$10.7m	-8.18%	1.25%
5.84%	Strategic Value Bank Partners LLC	651,298	US$9.2m	0%	5.85%
5.61%	Christopher Annas	625,867	US$8.8m	72.7%	no data
4.72%	The Vanguard Group, Inc.	526,451	US$7.4m	-1.21%	no data
3.87%	First Manhattan Co. LLC	432,071	US$6.1m	1.17%	0.02%
3.46%	Anthony Imbesi	386,234	US$5.5m	0.42%	no data
2.08%	BlackRock, Inc.	231,779	US$3.3m	5.02%	no data
1.92%	Robert Casciato	214,596	US$3.0m	0.05%	no data
1.89%	Dimensional Fund Advisors LP	210,758	US$3.0m	6.57%	no data
1.79%	Truffle Hound Capital, LLC	200,000	US$2.8m	0%	1.46%
1.55%	Denise Lindsay	173,380	US$2.4m	106%	no data
1.3%	Wick Capital Partners, LLC	144,516	US$2.0m	0%	0.6%
1.29%	Meridian Wealth Partners, LLC	143,834	US$2.0m	-0.1%	0.3%
1.2%	Meridian Corporation Employee Stock Ownership Plan	133,280	US$1.9m	-16.7%	no data
0.84%	Geode Capital Management, LLC	94,061	US$1.3m	0.56%	no data
0.84%	Susquehanna International Group, LLP, Asset Management Arm	93,892	US$1.3m	61.8%	no data
0.8%	Robert Holland	89,053	US$1.3m	15.7%	no data
0.78%	Bridgeway Capital Management, LLC	86,643	US$1.2m	-2.26%	0.02%
0.75%	Goldman Sachs Group, Investment Banking and Securities Investments	83,179	US$1.2m	114%	no data
0.71%	Renaissance Technologies LLC	78,900	US$1.1m	14%	no data
0.64%	Clarence Martindell	70,970	US$1.0m	0%	no data
0.63%	Acadian Asset Management LLC	69,699	US$984.2k	30.1%	no data
0.61%	LSV Asset Management	68,056	US$960.9k	-10.4%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/13 19:50
End of Day Share Price	2025/05/13 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Meridian Corporation is covered by 2 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Manuel Navas	D.A. Davidson & Co.
Frank Schiraldi	Piper Sandler Companies