MRBKNasdaqNational Commercial BanksFiscal year ends December 31
Meridian Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$18.44−0.07 (-0.38%)
Close on Oct 19, 2026
- Market cap
- $224.49M
- P/E (TTM)
- 10.0
- Dividend yield
- 2.71%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
65.0%
8M of 12M shares
Institutional holders
103
17 new, 6 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
3 buys · 0 sales
Net bought $53.80K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Fourthstone LLC | 772,449 | 6.84% | 13G (passive) amendment | Mar 31, 2025 |
| Strategic Value Investors, LP | 651,298 | 5.80% | 13G (passive) amendment | Dec 31, 2023 |
| BlackRock, Inc. | 630,139 | 5.30% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MRBK | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 690,544 | 5.79% | $13.83M | +132,012 | 0.00% |
| Strategic Value Bank Partners LLC | 651,298 | 5.46% | $13.05M | – | 9.13% |
| Fourthstone LLC | 538,390 | 4.51% | $10.78M | −636,911 | 7.68% |
| Dimensional Fund Advisors LP | 497,805 | 4.17% | $9.97M | +63,803 | 0.00% |
| First Manhattan Co. LLC. | 437,696 | 3.67% | $8.77M | – | 0.02% |
| Vanguard Capital Management LLC | 434,281 | 3.64% | $8.70M | −52,561 | 0.00% |
| Banc Funds Co LLC | 382,533 | 3.21% | $7.66M | +13,200 | 1.27% |
| Acadian Asset Management LLC | 313,468 | 2.63% | $6.27K | +62,531 | 0.01% |
| Geode Capital Management, LLC | 280,264 | 2.35% | $5.62M | +67,202 | 0.00% |
| American Century Companies Inc | 258,339 | 2.17% | $5.17M | +65,657 | 0.00% |
| Qube Research & Technologies Ltd | 217,353 | 1.82% | $4.35M | +164,682 | 0.00% |
| Two Sigma Investments, LP | 191,059 | 1.60% | $3.83M | +80,110 | 0.00% |
| State Street Corp | 186,047 | 1.56% | $3.73M | +53,867 | 0.00% |
| Nuveen, LLC | 179,173 | 1.50% | $3.59M | +10,310 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 176,606 | 1.48% | $3.54M | +10,167 | 0.00% |
| Wick Capital Partners, LLC | 144,516 | 1.21% | $2.89M | – | 0.44% |
| Connor, Clark & Lunn Investment Management Ltd. | 129,471 | 1.09% | $2.59M | −8,560 | 0.00% |
| Trexquant Investment LP | 99,196 | 0.83% | $1.99M | +9,729 | 0.01% |
| Marshall Wace, Llp | 87,067 | 0.73% | $1.74M | +20,529 | 0.00% |
| Jacobs Levy Equity Management, Inc | 86,641 | 0.73% | $1.74M | New | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 103 | 8M | 65.0% | 17 / 48 | 22 / 6 | 1M | 1M |
| Q1 2026 | 93 | 8M | 63.7% | 13 / 28 | 31 / 7 | 1M | 0M |
| Q4 2025 | 88 | 7M | 62.7% | 8 / 42 | 18 / 3 | 1M | 0M |
| Q3 2025 | 83 | 7M | 60.9% | 26 / 29 | 18 / 6 | 1M | 1M |
| Q2 2025 | 63 | 7M | 57.2% | 17 / 24 | 14 / 14 | 1M | 1M |
| Q1 2025 | 60 | 7M | 55.3% | 12 / 19 | 19 / 3 | 1M | 1M |
| Q4 2024 | 51 | 7M | 55.4% | 11 / 22 | 11 / 1 | 1M | 0M |
| Q3 2024 | 41 | 6M | 51.4% | 4 / 15 | 10 / 2 | 0M | 0M |
| Q2 2024 | 40 | 6M | 50.5% | 2 / 9 | 16 / 3 | 0M | 0M |
| Q1 2024 | 41 | 6M | 52.1% | 1 / 16 | 17 / 5 | 0M | 0M |
| Q4 2023 | 45 | 6M | 51.4% | 6 / 16 | 10 / 3 | 1M | 1M |
| Q3 2023 | 43 | 6M | 51.9% | 5 / 8 | 16 / 5 | 0M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MRBK | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 313,342 | 2.63% | $6.28M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 296,080 | 2.48% | $5.93M | 0.01% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 204,318 | 1.71% | $3.67M | 0.01% | May 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 162,208 | 1.36% | $3.25M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 111,653 | 0.94% | $2.24M | 0.00% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 110,936 | 0.93% | $2.18M | 0.01% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 106,525 | 0.89% | $2.09M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 94,925 | 0.80% | $1.90M | 0.01% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 54,646 | 0.46% | $1.07M | 0.01% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 51,895 | 0.44% | $1.02M | 0.01% | Jul 31, 2026 |
| Strategic Advisers U.S. Total Stock Fund | 51,217 | 0.43% | $920.88K | 0.00% | May 31, 2026 |
| U.S. Targeted Value Portfolio | 48,578 | 0.41% | $954.07K | 0.01% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 47,242 | 0.40% | $849.41K | 0.00% | May 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 43,837 | 0.37% | $860.96K | 0.01% | Jul 31, 2026 |
| Omni Small-Cap Value Fund | 43,800 | 0.37% | $877.31K | 0.07% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Christopher J. Annas | Chairman & CEO, Director | 393,865 | 3.30% | Jun 10, 2026 |
| Denise Lindsay | EVP, Chief Financial Officer, Director | 93,600 | 0.78% | Nov 26, 2025 |
| Clarence Addis Martindell | EVP | 16,970 | 0.14% | Apr 3, 2026 |
| Andrew Nathan Fox | Chief Credit Officer | – | – | Nov 26, 2025 |
| Kenneth Thomas Warriner | Director | 3,050 | 0.03% | Jun 25, 2026 |
| Anthony Mark Imbesi | Director | 386,156 | 3.24% | May 14, 2026 |
| Robert T. Holland | Director | 89,061 | 0.75% | May 8, 2026 |
| Edward J. Hollin | Director | 51,226 | 0.43% | Apr 30, 2026 |
| George C. Collier III | Director | 67,636 | 0.57% | Mar 11, 2026 |
| Robert M. Casciato | Director | 215,396 | 1.81% | May 12, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kenneth Thomas Warriner Director | Jun 12, 2026 | Award | +50 | $19.96 | $998 | 3,050 |
| Christopher J. Annas Chairman & CEO, Director | Jun 8, 2026 | Tax withholding | −16,642 | $19.23 | $320.03K | 393,865 |
| Christopher J. Annas Chairman & CEO, Director | Jun 8, 2026 | Option exercise | +42,000 | $7.62 | $320.04K | 410,507 |
| Anthony Mark Imbesi Director | May 13, 2026 | Buy | +1,000 | $17.38 | $17.38K | 386,156 |
| Kenneth Thomas Warriner Director | May 11, 2026 | Buy | +1,000 | $18.00 | $18.00K | 3,000 |
| Robert T. Holland Director | May 7, 2026 | Option exercise | +10,500 | $7.62 | $80.01K | 88,052 |
| Kenneth Thomas Warriner Director | Apr 30, 2026 | Buy | +1,000 | $18.42 | $18.42K | 2,000 |
| Edward J. Hollin Director | Apr 29, 2026 | Option exercise | +200 | $13.88 | $2.78K | 51,226 |
| Edward J. Hollin Director | Apr 29, 2026 | Option exercise | +200 | $12.22 | $2.44K | 51,426 |
| Edward J. Hollin Director | Apr 29, 2026 | Option exercise | +200 | $13.00 | $2.60K | 51,626 |
| Clarence Addis Martindell EVP | Mar 13, 2026 | Option exercise | +4,000 | $9.50 | $38.00K | 20,970 |
| George C. Collier III Director | Mar 6, 2026 | Option exercise | +200 | $13.00 | $2.60K | 67,636 |
| George C. Collier III Director | Mar 6, 2026 | Option exercise | +200 | $15.50 | $3.10K | 67,436 |
| George C. Collier III Director | Mar 6, 2026 | Option exercise | +200 | $12.22 | $2.44K | 67,236 |
| George C. Collier III Director | Mar 6, 2026 | Option exercise | +200 | $10.44 | $2.09K | 67,036 |
| George C. Collier III Director | Mar 6, 2026 | Option exercise | +400 | $9.00 | $3.60K | 66,836 |
| George C. Collier III Director | Mar 6, 2026 | Option exercise | +200 | $13.88 | $2.78K | 66,436 |
| George C. Collier III Director | Mar 6, 2026 | Option exercise | +200 | $6.74 | $1.35K | 66,236 |
| Anthony Mark Imbesi Director | Aug 27, 2025 | Buy | +522 | $15.73 | $8.21K | 385,156 |
| Denise Lindsay EVP, Chief Financial Officer, Director | Aug 8, 2025 | Option exercise | +5,000 | $8.50 | $42.50K | 93,600 |
| George C. Collier III Director | Aug 7, 2025 | Option exercise | +10,500 | $7.62 | $80.01K | 66,036 |
| Edward J. Hollin Director | Aug 1, 2025 | Option exercise | +100 | $6.74 | $674 | 51,026 |
| Edward J. Hollin Director | Aug 1, 2025 | Option exercise | +200 | $9.00 | $1.80K | 50,926 |
| Edward J. Hollin Director | Aug 1, 2025 | Option exercise | +100 | $10.44 | $1.04K | 50,726 |
| Robert T. Holland Director | May 19, 2025 | Buy | +8.74 | $14.30 | $125 | 1,009 |
| Robert T. Holland Director | May 19, 2025 | Buy | +545.12 | $14.30 | $7.80K | 77,552 |
| Robert T. Holland Director | May 19, 2025 | Buy | +54.2 | $14.30 | $775 | 77,007 |
| Robert M. Casciato Director | May 9, 2025 | Buy | +200 | $13.67 | $2.73K | 215,396 |
| Robert M. Casciato Director | May 9, 2025 | Buy | +7 | $13.77 | $96 | 215,196 |
| Robert M. Casciato Director | May 9, 2025 | Buy | +1,793 | $13.80 | $24.74K | 215,189 |
| Denise Lindsay EVP, Chief Financial Officer, Director | May 8, 2025 | Buy | +100 | $13.36 | $1.34K | 88,600 |
| Denise Lindsay EVP, Chief Financial Officer, Director | May 8, 2025 | Buy | +389 | $13.62 | $5.30K | 88,389 |
| Denise Lindsay EVP, Chief Financial Officer, Director | May 8, 2025 | Buy | +111 | $13.61 | $1.51K | 88,500 |
| Denise Lindsay EVP, Chief Financial Officer, Director | Jan 31, 2025 | Option exercise | +2,880 | $8.50 | $24.48K | 86,880 |
| Denise Lindsay EVP, Chief Financial Officer, Director | Jan 31, 2025 | Option exercise | +1,120 | $8.90 | $9.97K | 88,000 |
| Christopher J. Annas Chairman & CEO, Director | Jan 30, 2025 | Option exercise | +10,750 | $7.14 | $76.76K | 373,128 |
| Christopher J. Annas Chairman & CEO, Director | Jan 30, 2025 | Tax withholding | −4,621 | $16.61 | $76.75K | 368,507 |
| Anthony Mark Imbesi Director | Aug 19, 2024 | Buy | +1,000 | $10.74 | $10.74K | 384,634 |
| Christopher J. Annas Chairman & CEO, Director | Aug 19, 2024 | Buy | +2,000 | $10.70 | $21.40K | 362,378 |
| Denise Lindsay EVP, Chief Financial Officer, Director | Aug 9, 2024 | Buy | +1,500 | $10.68 | $16.02K | 84,000 |
| Christopher J. Annas Chairman & CEO, Director | May 14, 2024 | Buy | +1,000 | $9.19 | $9.19K | 360,378 |
| Robert T. Holland Director | May 10, 2024 | Buy | +500 | $9.10 | $4.55K | 76,953 |
| Robert T. Holland Director | May 9, 2024 | Buy | +500 | $9.08 | $4.54K | 76,453 |
| Robert T. Holland Director | May 7, 2024 | Buy | +500 | $9.00 | $4.50K | 75,953 |
| Robert T. Holland Director | May 7, 2024 | Buy | +500 | $8.95 | $4.48K | 75,453 |
| Edward J. Hollin Director | May 6, 2024 | Buy | +500 | $9.13 | $4.57K | 50,626 |
| Edward J. Hollin Director | May 3, 2024 | Buy | +500 | $9.24 | $4.62K | 50,126 |
| Christopher J. Annas Chairman & CEO, Director | May 3, 2024 | Buy | +1,500 | $9.31 | $13.97K | 359,378 |
| Denise Lindsay EVP, Chief Financial Officer, Director | May 2, 2024 | Buy | +500 | $8.87 | $4.44K | 82,500 |
| Christopher J. Annas Chairman & CEO, Director | May 2, 2024 | Award | +5,360 | $8.73 | $46.79K | 357,878 |
| Christopher J. Annas Chairman & CEO, Director | May 2, 2024 | Buy | +1,500 | $8.99 | $13.49K | 357,878 |
| Denise Lindsay EVP, Chief Financial Officer, Director | May 1, 2024 | Buy | +2,000 | $9.01 | $18.02K | 82,000 |
| Robert T. Holland Director | Mar 13, 2024 | Buy | +500 | $9.97 | $4.99K | 74,453 |
| Robert T. Holland Director | Mar 13, 2024 | Buy | +500 | $9.80 | $4.90K | 74,953 |
| Anthony Mark Imbesi Director | Mar 5, 2024 | Buy | +1,000 | $9.85 | $9.85K | 383,634 |
| Christopher J. Annas Chairman & CEO, Director | Mar 1, 2024 | Buy | +2,000 | $9.64 | $19.28K | 356,378 |
| Edward J. Hollin Director | Mar 1, 2024 | Buy | +1,000 | $9.68 | $9.68K | 49,626 |
| Denise Lindsay EVP, Chief Financial Officer, Director | Feb 26, 2024 | Buy | +2,000 | $9.66 | $19.32K | 80,000 |
| Robert T. Holland Director | Feb 22, 2024 | Buy | +1,000 | $9.88 | $9.88K | 73,953 |
| Christopher J. Annas Chairman & CEO, Director | Feb 22, 2024 | Buy | +2,000 | $9.93 | $19.86K | 354,378 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.