Key facts
- This page summarizes Robert H. Ramsey's Form 4 filing for BM Technologies, Inc..
- 10 reported transactions and 3 derivative rows are listed below.
- Accepted by SEC: 09 Jan 2023, 17:04.
Robert H. Ramsey - 04 Jan 2022 Form 4 Insider Report for BM Technologies, Inc.
- Reporting relationship
- Chief Financial Officer
- Issuer ticker
- N/A
- Reported as of
- 04 Jan 2022
- Net transaction value
- -$125,308
- Reporting owner signature
- /s/ Robert Ramsey, by Nelson Mullins Riley & Scarborough with Power of Attorney
Source evidence
Original filing metadata and source links for verification.
3 source fields
Reporting owner
1 detail
Key filing fact
Robert H. Ramsey filed Form 4 for BM Technologies, Inc. on 09 Jan 2023.
Change
- No earlier filing in this sequence is available for direct comparison.
- Current net transaction value: -$125,308.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
BMTX
transaction
Class A Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +3,750
- Change %
- +6.5%
- Price
- $0.000000
- Shares after
- 61,555
- Date
- 04 Jan 2022
- Ownership
- Direct
- Footnotes
- F1
BMTX
transaction
Class A Common Stock
Tax liability
- Transaction value
- $12,500
- Shares
- -1,327
- Change %
- -2.2%
- Price
- $9.42
- Shares after
- 60,228
- Date
- 04 Jan 2022
- Ownership
- Direct
- Footnotes
- F3
BMTX
transaction
Class A Common Stock
Tax liability
- Transaction value
- $101,887
- Shares
- -18,903
- Change %
- -31%
- Price
- $5.39
- Shares after
- 41,325
- Date
- 04 Jan 2023
- Ownership
- Direct
- Footnotes
- F4
BMTX
transaction
Class A Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +3,750
- Change %
- +9.1%
- Price
- $0.000000
- Shares after
- 45,075
- Date
- 04 Jan 2023
- Ownership
- Direct
- Footnotes
- F1
BMTX
transaction
Class A Common Stock
Tax liability
- Transaction value
- $7,126
- Shares
- -1,322
- Change %
- -2.9%
- Price
- $5.39
- Shares after
- 43,753
- Date
- 04 Jan 2023
- Ownership
- Direct
- Footnotes
- F5
BMTX
transaction
Class A Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +2,004
- Change %
- +4.6%
- Price
- $0.000000
- Shares after
- 45,757
- Date
- 04 Jan 2023
- Ownership
- Direct
- Footnotes
- F7
BMTX
transaction
Class A Common Stock
Tax liability
- Transaction value
- $3,795
- Shares
- -704
- Change %
- -1.5%
- Price
- $5.39
- Shares after
- 45,053
- Date
- 04 Jan 2023
- Ownership
- Direct
- Footnotes
- F5
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
BMTX
transaction
Derivative
Restricted Stock Unit
Options Exercise
- Transaction value
- $0
- Shares
- -3,750
- Change %
- -25%
- Price
- $0.000000
- Shares after
- 11,250
- Date
- 04 Jan 2022
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 7,500
- Exercise price
- Footnotes
- F1, F2
BMTX
transaction
Derivative
Restricted Stock Unit
Options Exercise
- Transaction value
- $0
- Shares
- -3,750
- Change %
- -33%
- Price
- $0.000000
- Shares after
- 7,500
- Date
- 04 Jan 2023
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 7,500
- Exercise price
- Footnotes
- F1, F2
BMTX
transaction
Derivative
Restricted Stock Unit
Options Exercise
- Transaction value
- $0
- Shares
- -2,004
- Change %
- -33%
- Price
- $0.000000
- Shares after
- 4,007
- Date
- 04 Jan 2023
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 2,004
- Exercise price
- Footnotes
- F6, F7
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 7 footnotes
Footnote F1
Represents vested shares of restricted stock units granted on September 30, 2021. Restricted stock units convert into Class A common stock on a one-for-one basis.
Footnote F2
The remaining unvested portion of this restricted stock unit award will vest every year on January 4 until fully vested on January 4, 2025. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit.
Footnote F3
Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and delivery of restricted stock units on January 4, 2022.
Footnote F4
Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of merger consideration shares that the Reporting Person was directed from Customers Bancorp, Inc. in connection with a severance agreement the Reporting Person entered into with Customers Bancorp, Inc.
Footnote F5
Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and delivery of restricted stock units on January 4, 2023.
Footnote F6
Represents vested shares of restricted stock units granted on March 11, 2022. Restricted stock units convert into Class A common stock on a one-for-one basis.
Footnote F7
The remaining unvested portion of this restricted stock unit award will vest every year on January 4 until fully vested on January 4, 2025. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit.