James M. Donahue - Dec 5, 2024 Form 4 Insider Report for BM Technologies, Inc. (BMTX)

Role
President & CTO
Signature
/s/ James M. Donahue, by Louis Adimando, as attorney-in-fact
Stock symbol
BMTX
Transactions as of
Dec 5, 2024
Transactions value $
-$512,330
Form type
4
Date filed
12/27/2024, 04:41 PM
Previous filing
May 14, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BMTX Common Stock Options Exercise $0 +10K +13.01% $0.00 86.8K Dec 5, 2024 Direct F1
transaction BMTX Common Stock Tax liability -$18.1K -3.82K -4.4% $4.73 83K Dec 5, 2024 Direct F2
transaction BMTX Common Stock Options Exercise $0 +2K +2.41% $0.00 85K Dec 5, 2024 Direct F3
transaction BMTX Common Stock Tax liability -$3.62K -765 -0.9% $4.73 84.3K Dec 5, 2024 Direct F2
transaction BMTX Common Stock Options Exercise $0 +75K +89.01% $0.00 159K Dec 5, 2024 Direct F4
transaction BMTX Common Stock Options Exercise $0 +56.3K +35.32% $0.00 216K Dec 5, 2024 Direct F5
transaction BMTX Common Stock Tax liability -$102K -21.5K -9.98% $4.73 194K Dec 5, 2024 Direct F2
transaction BMTX Common Stock Options Exercise $0 +40K +20.62% $0.00 234K Dec 5, 2024 Direct F6
transaction BMTX Common Stock Options Exercise $0 +50K +21.37% $0.00 284K Dec 5, 2024 Direct F7
transaction BMTX Common Stock Tax liability -$298K -63.1K -22.22% $4.73 221K Dec 5, 2024 Direct F2
transaction BMTX Common Stock Options Exercise $0 +50K +22.63% $0.00 271K Dec 5, 2024 Direct F8
transaction BMTX Common Stock Tax liability -$90.4K -19.1K -7.06% $4.73 252K Dec 5, 2024 Direct F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction BMTX Restricted Stock Unit Options Exercise $0 -10K -100% $0.00 0 Dec 5, 2024 Common Stock 10K Direct F1, F9
transaction BMTX Restricted Stock Unit Options Exercise $0 -2K -100% $0.00 0 Dec 5, 2024 Common Stock 2K Direct F3, F10
transaction BMTX Restricted Stock Unit Options Exercise $0 -75K -100% $0.00 0 Dec 5, 2024 Common Stock 75K Direct F4, F11
transaction BMTX Restricted Stock Unit Options Exercise $0 -56.5K -100% $0.00 0 Dec 5, 2024 Common Stock 56.5K Direct F5, F12
transaction BMTX Restricted Stock Unit Options Exercise $0 -40K -100% $0.00 0 Dec 5, 2024 Common Stock 40K Direct F6, F13
transaction BMTX Restricted Stock Unit Options Exercise $0 -50K -100% $0.00 0 Dec 5, 2024 Common Stock 50K Direct F7, F14
transaction BMTX Restricted Stock Unit Options Exercise $0 -50K -100% $0.00 0 Dec 5, 2024 Common Stock 50K Direct F8, F15
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents the accelerated vesting of shares of restricted stock units granted on September 30, 2021. Restricted stock units convert into common stock on a one-for-one basis.
F2 Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations.
F3 Represents the accelerated vesting of shares of restricted stock units granted on March 11, 2022. Restricted stock units convert into common stock on a one-for-one basis.
F4 Represents the accelerated vesting of shares of performance-based restricted stock units granted on March 31, 2023. Restricted stock units convert into common stock on a one-for-one basis.
F5 Represents the accelerated vesting of shares of restricted stock units granted on March 31, 2023. Restricted stock units convert into common stock on a one-for-one basis.
F6 Represents the accelerated vesting of shares of performance-based restricted stock units granted on February 5, 2024. Restricted stock units convert into common stock on a one-for-one basis.
F7 Represents the accelerated vesting of shares of restricted stock units granted on February 5, 2024. Restricted stock units convert into common stock on a one-for-one basis.
F8 Represents the accelerated vesting of shares of performance-based restricted stock units granted on Febraury 5, 2024. Restricted stock units convert into common stock on a one-for-one basis.
F9 These restricted stock units granted on September 30, 2021 are vested in full. No restricted stock units from this award remain unvested.
F10 These restricted stock units granted on March 11, 2022 are vested in full. No restricted stock units from this award remain unvested.
F11 These performance-based restricted stock units granted on March 31, 2023 are vested in full. No restricted stock units from this award remain unvested.
F12 These restricted stock units granted on March 31, 2023 are vested in full. No restricted stock units from this award remain unvested.
F13 These performance-based restricted stock units granted on February 5, 2024 are vested in full. No restricted stock units from this award remain unvested.
F14 These restricted stock units granted on February 5, 2024 are vested in full. No restricted stock units from this award remain unvested.
F15 These performance-based restricted stock units granted on February 5, 2024 are vested in full. No restricted stock units from this award remain unvested.