Sunlight Financial Holdings Inc.

Ownership Transactions Reported by 21 Insiders

Industry
Finance Services
Location
101 N. Tryon Street, Suite 1000, Charlotte, NC

There are no Buy or Sell transactions made by insiders since 11/5/2023

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
Ftv V, L.P. 10%+ Owner $11.4M Jul 9, 2021
Emil W. Henry Jr Director, 10%+ Owner $3.8M Jul 9, 2021
Tiger Infrastructure Partners LP 10%+ Owner $3.8M Jul 9, 2021
Spartan Acquisition Sponsor II LLC 10%+ Owner $3.3M Jul 9, 2021
Apollo Principal Holdings III GP Ltd 10%+ Owner $3.3M Oct 2, 2021
Matthew Potere Chief Executive Officer, Director $638K Dec 31, 2022
Rodney Yoder Chief Financial Officer $397K Aug 4, 2023
Nora Dahlman EVP Gen Couns and Corp Sec $132K Jun 30, 2022
Timothy Parsons Executive VP & COO $111K Dec 31, 2022
Scott Mulloy EVP and CIO $105K Dec 31, 2022
Barry Edinburg Executive VP and CFO $71.1K Sep 10, 2021
J. Michael Stice Director $22.5K Jul 9, 2021
Jan C. Wilson Director $22.5K Jul 9, 2021
Joshua S. Siegel Director $18.5K Jun 9, 2022
Philip K. Ryan Director $18.5K Jun 9, 2022
Jeanette Lee Gorgas Director $18.5K Jun 9, 2022
Jennifer Nordquist Director $18.5K Jun 9, 2022
Kenneth Shea Director $18.5K Jun 9, 2022
Toan Huynh Director $18.5K Jun 9, 2022
William B. Miller Chief Accounting Officer $7.35K Sep 30, 2023
Bradford E. Bernstein Director Jul 9, 2021

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

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.