James Francis Dullinger - 31 Mar 2024 Form 4 Insider Report for BM Technologies, Inc.

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
02 Apr 2024, 17:00:06 UTC
Prior SEC filing
12 Mar 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ James F. Dullinger, by Louis Adimando, as attorney-in-fact

Key filing fact

James Francis Dullinger filed Form 4 for BM Technologies, Inc. on 02 Apr 2024.

Key facts

  • This page summarizes James Francis Dullinger's Form 4 filing for BM Technologies, Inc..
  • 3 reported transactions and 1 derivative row are listed below.
  • Accepted by SEC: 02 Apr 2024, 17:00.

Change

  • Previous filing in this sequence was filed on 12 Mar 2024.
  • Current net transaction value: -$3,445.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

BMTX transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+7,500
Change %
+152%
Price
$0.000000
Shares after
12,421
Date
31 Mar 2024
Ownership
Direct
Footnotes
F1
BMTX transaction

Common Stock

Tax liability

Transaction value
$3,445
Shares
-2,088
Change %
-17%
Price
$1.65
Shares after
10,333
Date
31 Mar 2024
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
-7,500
Change %
-25%
Price
$0.000000
Shares after
22,500
Date
31 Mar 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
7,500
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 March 24, 2023. Restricted stock units convert into 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 March 31, 2024.

Footnote F3

The remaining unvested portions of this restricted stock unit award will vest as of each of the second, third and fourth anniversaries of the March 31, 2023 vesting commencement date, subject to the Reporting Person's continued employment with the Issuer, until fully vested on March 31, 2027. Each restricted stock unit represents the contingent right to receive one share of the Issuer's common stock upon vesting of the unit.

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