Insider Transactions Reported by 21 Insiders of Sunlight Financial Holdings Inc.

Location
Charlotte, NC

There are no Buy or Sell transactions made by insiders since 12 Mar 2025

Sunlight Financial Holdings Inc. executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
V. L.P. FTV 10%+ Owner $11,372,193 09 Jul 2021
EMIL W. HENRY JR Director, 10%+ Owner $3,796,898 09 Jul 2021
Tiger Infrastructure Partners LP 10%+ Owner $3,796,898 09 Jul 2021
Spartan Acquisition Sponsor II LLC 10%+ Owner $3,301,758 09 Jul 2021
Apollo Principal Holdings A GP, Ltd. 10%+ Owner $3,301,758 02 Oct 2021
Matthew Potere Chief Executive Officer, Director $638,487 31 Dec 2022
Rodney Yoder Chief Financial Officer $396,694 04 Aug 2023
Nora Dahlman EVP Gen Couns and Corp Sec $131,559 30 Jun 2022
Timothy Parsons Executive VP & COO $110,541 31 Dec 2022
Scott Mulloy EVP and CIO $104,974 31 Dec 2022
Barry Edinburg Executive VP and CFO $71,055 10 Sep 2021
J. MICHAEL STICE Director $22,500 09 Jul 2021
Jan C. Wilson Director $22,500 09 Jul 2021
Joshua S. Siegel Director $18,497 09 Jun 2022
Philip K. Ryan Director $18,497 09 Jun 2022
Jeanette Lee Gorgas Director $18,497 09 Jun 2022
Jennifer Nordquist Director $18,497 09 Jun 2022
Kenneth Shea Director $18,497 09 Jun 2022
Toan Huynh Director $18,497 09 Jun 2022
William Brent Miller Chief Accounting Officer $7,352 30 Sep 2023
Bradford E. Bernstein Director 09 Jul 2021

Recent Insider Transactions by Companies or Individuals for Sunlight Financial Holdings Inc.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
William B. Miller Class A Common Stock Tax liability -0.27% -45 16,337 30 Sep 2023 Direct
William B. Miller Class A Common Stock Tax liability -0.29% -47 16,382 31 Aug 2023 Direct
Rodney Yoder Class A Common Stock Award 125.3% 490,196 881,542 04 Aug 2023 Direct
William B. Miller Class A Common Stock Tax liability -0.29% -941 328,567 31 Jul 2023 Direct
William B. Miller Class A Common Stock Tax liability -0.99% -3,279 329,508 09 Jul 2023 Direct
William B. Miller Class A Common Stock Tax liability -0.26% -868 332,787 30 Jun 2023 Direct
William B. Miller Class A Common Stock Tax liability -0.24% -798 333,655 31 May 2023 Direct
William B. Miller Class A Common Stock Tax liability -0.23% -772 334,453 30 Apr 2023 Direct
William B. Miller Class A Common Stock Tax liability -0.24% -798 335,225 31 Mar 2023 Direct
William B. Miller Class A Common Stock Tax liability -0.24% -794 336,023 28 Feb 2023 Direct
Rodney Yoder Class A Common Stock Tax liability -7.99% -33,977 391,346 18 Feb 2023 Direct
William B. Miller Class A Common Stock Tax liability -5.45% -19,396 336,817 18 Feb 2023 Direct
William B. Miller Class A Common Stock Tax liability -0.22% -798 356,213 31 Jan 2023 Direct
Timothy Parsons Class A Common Stock Award 59.9% 92,028 245,646 31 Dec 2022 Direct
Matthew Potere Class A Common Stock Award 47.4% 456,521 1,418,861 31 Dec 2022 Direct
Rodney Yoder Class A Common Stock Award 131.4% 241,545 425,323 31 Dec 2022 Direct
Scott Mulloy Class A Common Stock Award 68.9% 95,169 233,276 31 Dec 2022 Direct
William B. Miller Class A Common Stock Award 37.1% 96,618 357,011 31 Dec 2022 Direct
William B. Miller Class A Common Stock Tax liability -0.29% -748 260,393 31 Dec 2022 Direct
William B. Miller Class A Common Stock Tax liability -0.28% -724 261,141 30 Nov 2022 Direct
William B. Miller Class A Common Stock Tax liability -0.92% -2,427 261,865 11 Nov 2022 Direct
William B. Miller Class A Common Stock Tax liability -0.28% -748 264,292 31 Oct 2022 Direct
Matthew Potere Class A Common Stock Purchase 0.27% 3,760 1,422,621 03 Oct 2022 Direct
Scott Mulloy Class A Common Stock Award 42.1% 40,913 138,107 30 Sep 2022 Direct
Timothy Parsons Class A Common Stock Award 34.7% 39,563 153,618 30 Sep 2022 Direct
Rodney Yoder Class A Common Stock Award 129.9% 103,842 183,778 30 Sep 2022 Direct
Matthew Potere Class A Common Stock Award 25.6% 196,261 962,340 30 Sep 2022 Direct
William B. Miller Class A Common Stock Tax liability -0.32% -724 223,504 30 Sep 2022 Direct
William B. Miller Class A Common Stock Award 18.6% 41,536 265,040 30 Sep 2022 Direct
William B. Miller Class A Common Stock Tax liability -0.33% -748 224,228 31 Aug 2022 Direct
William B. Miller Class A Common Stock Tax liability -0.33% -748 224,976 31 Jul 2022 Direct
William B. Miller Class A Common Stock Tax liability -1.57% -3,595 225,724 09 Jul 2022 Direct
Rodney Yoder Class A Common Stock Award 79,936 79,936 30 Jun 2022 Direct
Timothy Parsons Class A Common Stock Award 36.4% 30,455 114,055 30 Jun 2022 Direct
Matthew Potere Class A Common Stock Award 24.6% 151,079 766,079 30 Jun 2022 Direct
Scott Mulloy Class A Common Stock Award 47.9% 31,494 97,194 30 Jun 2022 Direct
William B. Miller Class A Common Stock Award 16.2% 31,974 229,319 30 Jun 2022 Direct
William B. Miller Class A Common Stock Tax liability -0.37% -724 197,345 30 Jun 2022 Direct
Nora Dahlman Class A Common Stock Award 9.39% 25,099 292,354 30 Jun 2022 Direct
Jennifer Nordquist Class A Common Stock Award 228.8% 28,604 41,104 09 Jun 2022 Direct
Toan Huynh Class A Common Stock Award 228.8% 28,604 41,104 09 Jun 2022 Direct
Jeanette Lee Gorgas Class A Common Stock Award 228.8% 28,604 41,104 09 Jun 2022 Direct
Philip K. Ryan Class A Common Stock Award 228.8% 28,604 41,104 09 Jun 2022 Direct
Joshua S. Siegel Class A Common Stock Award 228.8% 28,604 41,104 09 Jun 2022 Direct
Kenneth Shea Class A Common Stock Award 228.8% 28,604 41,104 09 Jun 2022 Direct
William B. Miller Class A Common Stock Tax liability -0.38% -748 198,069 31 May 2022 Direct
William B. Miller Class A Common Stock Tax liability -0.36% -724 198,817 30 Apr 2022 Direct
William B. Miller Class A Common Stock Tax liability -0.35% -700 199,541 31 Mar 2022 Direct
William B. Miller Class A Common Stock Tax liability -0.33% -656 200,241 28 Feb 2022 Direct
William B. Miller Class A Common Stock Tax liability -0.33% -669 200,897 31 Jan 2022 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.