James M. Donahue - 05 Dec 2024 Form 4 Insider Report for BM Technologies, Inc.

Reporting relationship: President & CTO
Issuer ticker: N/A
Reported as of: 05 Dec 2024
Net transaction value: -$512,330
SEC form: 4
Accepted by SEC: 27 Dec 2024, 16:41:30 UTC
Prior SEC filing: 14 May 2024
Next SEC filing: 03 Feb 2025
Source filing: View source filing
Reporting owner signature: /s/ James M. Donahue, by Louis Adimando, as attorney-in-fact

Key filing fact

James M. Donahue filed Form 4 for BM Technologies, Inc. on 27 Dec 2024.

Key facts

This page summarizes James M. Donahue's Form 4 filing for BM Technologies, Inc..
19 reported transactions and 7 derivative rows are listed below.
Accepted by SEC: 27 Dec 2024, 16:41.

Change

Previous filing in this sequence was filed on 14 May 2024.
Current net transaction value: -$512,330.

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: +10,000
Change %: +13%
Price: $0.000000
Shares after: 86,842
Date: 05 Dec 2024
Ownership: Direct
Footnotes: F1

BMTX transaction

Common Stock

Tax liability

Transaction value: $18,088
Shares: -3,824
Change %: -4.4%
Price: $4.73
Shares after: 83,018
Date: 05 Dec 2024
Ownership: Direct
Footnotes: F2

BMTX transaction

Common Stock

Options Exercise

Transaction value: $0
Shares: +2,003
Change %: +2.4%
Price: $0.000000
Shares after: 85,021
Date: 05 Dec 2024
Ownership: Direct
Footnotes: F3

BMTX transaction

Common Stock

Tax liability

Transaction value: $3,618
Shares: -765
Change %: -0.9%
Price: $4.73
Shares after: 84,256
Date: 05 Dec 2024
Ownership: Direct
Footnotes: F2

BMTX transaction

Common Stock

Options Exercise

Transaction value: $0
Shares: +75,000
Change %: +89%
Price: $0.000000
Shares after: 159,256
Date: 05 Dec 2024
Ownership: Direct
Footnotes: F4

BMTX transaction

Common Stock

Options Exercise

Transaction value: $0
Shares: +56,250
Change %: +35%
Price: $0.000000
Shares after: 215,506
Date: 05 Dec 2024
Ownership: Direct
Footnotes: F5

BMTX transaction

Common Stock

Tax liability

Transaction value: $101,742
Shares: -21,510
Change %: -10%
Price: $4.73
Shares after: 193,996
Date: 05 Dec 2024
Ownership: Direct
Footnotes: F2

BMTX transaction

Common Stock

Options Exercise

Transaction value: $0
Shares: +40,000
Change %: +21%
Price: $0.000000
Shares after: 233,996
Date: 05 Dec 2024
Ownership: Direct
Footnotes: F6

BMTX transaction

Common Stock

Options Exercise

Transaction value: $0
Shares: +50,000
Change %: +21%
Price: $0.000000
Shares after: 283,996
Date: 05 Dec 2024
Ownership: Direct
Footnotes: F7

BMTX transaction

Common Stock

Tax liability

Transaction value: $298,444
Shares: -63,096
Change %: -22%
Price: $4.73
Shares after: 220,900
Date: 05 Dec 2024
Ownership: Direct
Footnotes: F2

BMTX transaction

Common Stock

Options Exercise

Transaction value: $0
Shares: +50,000
Change %: +23%
Price: $0.000000
Shares after: 270,900
Date: 05 Dec 2024
Ownership: Direct
Footnotes: F8

BMTX transaction

Common Stock

Tax liability

Transaction value: $90,438
Shares: -19,120
Change %: -7.1%
Price: $4.73
Shares after: 251,780
Date: 05 Dec 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: -10,000
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 05 Dec 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 10,000
Exercise price
Footnotes: F1, F9

BMTX transaction Derivative

Restricted Stock Unit

Options Exercise

Transaction value: $0
Shares: -2,003
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 05 Dec 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 2,003
Exercise price
Footnotes: F3, F10

BMTX transaction Derivative

Restricted Stock Unit

Options Exercise

Transaction value: $0
Shares: -75,000
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 05 Dec 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 75,000
Exercise price
Footnotes: F4, F11

BMTX transaction Derivative

Restricted Stock Unit

Options Exercise

Transaction value: $0
Shares: -56,520
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 05 Dec 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 56,520
Exercise price
Footnotes: F5, F12

BMTX transaction Derivative

Restricted Stock Unit

Options Exercise

Transaction value: $0
Shares: -40,000
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 05 Dec 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 40,000
Exercise price
Footnotes: F6, F13

BMTX transaction Derivative

Restricted Stock Unit

Options Exercise

Transaction value: $0
Shares: -50,000
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 05 Dec 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 50,000
Exercise price
Footnotes: F7, F14

BMTX transaction Derivative

Restricted Stock Unit

Options Exercise

Transaction value: $0
Shares: -50,000
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 05 Dec 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 50,000
Exercise price
Footnotes: F8, F15

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 15 footnotes

Footnote 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.

Footnote F2

Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote F9

These restricted stock units granted on September 30, 2021 are vested in full. No restricted stock units from this award remain unvested.

Footnote F10

These restricted stock units granted on March 11, 2022 are vested in full. No restricted stock units from this award remain unvested.

Footnote 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.

Footnote F12

These restricted stock units granted on March 31, 2023 are vested in full. No restricted stock units from this award remain unvested.

Footnote 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.

Footnote F14

These restricted stock units granted on February 5, 2024 are vested in full. No restricted stock units from this award remain unvested.

Footnote 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.