Key facts
- This page summarizes Warren Taylor's Form 4 filing for BM Technologies, Inc..
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 13 Feb 2024, 16:11.
Warren Taylor - 31 Oct 2023 Form 4 Insider Report for BM Technologies, Inc.
- Reporting relationship
- Executive Vice President
- Issuer ticker
- N/A
- Reported as of
- 31 Oct 2023
- Net transaction value
- -$486
- SEC form
- 4
- Accepted by SEC
- 13 Feb 2024, 16:11:15 UTC
- Prior SEC filing
- 16 May 2023
- Next SEC filing
- 14 May 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Warren Taylor, by Louis Adimando, as attorney-in-fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Warren Taylor filed Form 4 for BM Technologies, Inc. on 13 Feb 2024.
Change
- Previous filing in this sequence was filed on 16 May 2023.
- Current net transaction value: -$486.
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
- +670
- Change %
- +1.8%
- Price
- $0.000000
- Shares after
- 38,679
- Date
- 31 Oct 2023
- Ownership
- Direct
- Footnotes
- F1
BMTX
transaction
Class A Common Stock
Tax liability
- Transaction value
- $486
- Shares
- -207
- Change %
- -0.54%
- Price
- $2.35
- Shares after
- 38,472
- Date
- 31 Oct 2023
- Ownership
- Direct
- Footnotes
- F2
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
- -670
- Change %
- -50%
- Price
- $0.000000
- Shares after
- 670
- Date
- 31 Oct 2023
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 670
- Exercise price
- Footnotes
- F1, F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
Represents vested shares of restricted stock units granted on May 12, 2023. Restricted stock units convert into Class A Common Stock on a one-for-one basis.
Footnote F2
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 October 31, 2023.
Footnote F3
The remaining unvested portion of this restricted stock unit award will vest on April 30, 2024, subject to the reporting person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's common stock upon vesting of the unit.
SEC remarks
Exhibit 24 - Power of Attorney