Matthew Potere

Insider Reports History

Entity
Individual
Location
101 N. Tryon Street, Ste. 1000, Charlotte, NC
Signature
/s/ Lindsay Schall, attorney-in-fact
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Matthew Potere:

Stock Role Class Num Shares Value Price $ Report Date Ownership
Sunlight Financial Holdings Inc. Chief Executive Officer, Director Class A Common Stock 1.42M $638K $0.45 Dec 31, 2022 Direct
Sunlight Financial Holdings Inc. Chief Executive Officer, Director Private Units 3.51M Dec 31, 2022 By grantor retained annuity trust(s)
Sunlight Financial Holdings Inc. Chief Executive Officer, Director Private Units 3.51M Dec 31, 2022 Direct

Insider Reports Filed by Matthew Potere

Symbol Company Period Transactions Value $ Form Type Date Filed Role
SUNL Sunlight Financial Holdings Inc. Dec 31, 2022 1 $0 4 Jan 3, 2023 Chief Executive Officer, Director
SUNL Sunlight Financial Holdings Inc. Oct 3, 2022 1 $10K 4 Jun 23, 2023 Chief Executive Officer, Director
SUNL Sunlight Financial Holdings Inc. Sep 30, 2022 1 $0 4 Oct 4, 2022 Chief Executive Officer, Director
SUNL Sunlight Financial Holdings Inc. Jun 30, 2022 1 $0 4 Jul 5, 2022 Chief Executive Officer, Director
SUNL Sunlight Financial Holdings Inc. Nov 29, 2021 1 $86.2K 4 Nov 30, 2021 Chief Executive Officer, Director
SUNL Sunlight Financial Holdings Inc. Sep 10, 2021 1 $460K 4 Sep 13, 2021 Chief Executive Officer, Director
SUNL Sunlight Financial Holdings Inc. Jul 9, 2021 3 $0 4 Jul 12, 2021 Chief Executive Officer, Director
SUNL Sunlight Financial Holdings Inc. Jul 9, 2021 0 $0 3 Jul 12, 2021 Chief Executive Officer, Director