| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| BM Technologies, Inc. | Co-Chief Executive Officer | Performance Based Restricted Stock Unit | 125K | $625K | $5.00 | Jun 30, 2023 | Direct |
| BM Technologies, Inc. | Co-Chief Executive Officer | Restricted Stock Unit | 250K | $528K | $2.11 | Jun 30, 2023 | Direct |
| Landsea Homes Corp | Director | Common Stock, par value $0.0001 | 0 | $0 | $11.29 | Jun 25, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| LSEA | Landsea Homes Corp | Jun 25, 2025 | 1 | $0 | 4 | Jun 25, 2025 | Director |
| LSEA | Landsea Homes Corp | Dec 30, 2024 | 1 | $0 | 4 | Jan 6, 2025 | Director |
| LSEA | Landsea Homes Corp | Dec 9, 2024 | 0 | $0 | 3 | Jan 6, 2025 | Director |
| BMTX | BM Technologies, Inc. | Jun 30, 2023 | 2 | $0 | 4 | Jun 30, 2023 | Co-Chief Executive Officer |
| BMTX | BM Technologies, Inc. | Jan 27, 2023 | 0 | $0 | 3 | Feb 15, 2023 | Director |