Matthew Potere

Insider Reports History

Location
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:

Company Role Class Num Shares Value Price $ Report Date Ownership
Sunlight Financial Holdings Inc. Chief Executive Officer, Director Class A Common Stock 1,418,861 $638,487 $0.4500 31 Dec 2022 Direct
Sunlight Financial Holdings Inc. Chief Executive Officer, Director Private Units 3,510,541 31 Dec 2022 By grantor retained annuity trust(s)
Sunlight Financial Holdings Inc. Chief Executive Officer, Director Private Units 3,510,541 31 Dec 2022 Direct

Insider Reports Filed by Matthew Potere

Symbol Company Period Transactions Value $ Form Type Role Filing Time
/report/000182185023000009-potere-matthew-2022-12-31 Sunlight Financial Holdings Inc. 31 Dec 2022 1 $0 4 Chief Executive Officer, Director 03 Jan 2023, 15:07
/report/000182185023000052-potere-matthew-2022-10-03 Sunlight Financial Holdings Inc. 03 Oct 2022 1 +$10,002 4 Chief Executive Officer, Director 23 Jun 2023, 16:49
/report/000182185022000064-potere-matthew-2022-09-30 Sunlight Financial Holdings Inc. 30 Sep 2022 1 $0 4 Chief Executive Officer, Director 04 Oct 2022, 14:32
/report/000182185022000038-potere-matthew-2022-06-30 Sunlight Financial Holdings Inc. 30 Jun 2022 1 $0 4 Chief Executive Officer, Director 05 Jul 2022, 15:53
/report/000186919521000002-potere-matthew-2021-11-29 Sunlight Financial Holdings Inc. 29 Nov 2021 1 +$86,200 4 Chief Executive Officer, Director 30 Nov 2021, 09:24
/report/000110465921115200-potere-matthew-2021-09-10 Sunlight Financial Holdings Inc. 10 Sep 2021 1 +$459,850 4 Chief Executive Officer, Director 13 Sep 2021, 19:50
/report/000110465921091342-potere-matthew-2021-07-09 Sunlight Financial Holdings Inc. 09 Jul 2021 3 $0 4 Chief Executive Officer, Director 12 Jul 2021, 19:37
/report/000110465921091329-potere-matthew-2021-07-09 Sunlight Financial Holdings Inc. 09 Jul 2021 0 $0 3 Chief Executive Officer, Director 12 Jul 2021, 19:21