Bm Technologies, Inc. BMTX
Institutional shares held
2.91 Million
137K
calls
0
puts
Total value of holdings
$10.3M
$486K
calls
$0
puts
Market Cap
$43.3M
12,238,900
Shares Out.
Institutional ownership
23.79%
# of Institutions
49
We take great care to ensure that the data presented and summarized in this overview for BM Technologies, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding BMTX
View all-
Pacific Ridge Capital Partners, LLC Lake Oswego, OR635KShares$2.25 Million0.24% of portfolio
-
Tieton Capital Management, LLC Yakima, WA488KShares$1.73 Million0.42% of portfolio
-
De Lisle Partners LLP Poole, X0425KShares$1.5 Million0.16% of portfolio
-
Vanguard Group Inc Valley Forge, PA418KShares$1.48 Million0.0% of portfolio
-
Jacob Asset Management Of New York LLC Hermosa Beach, CA175KShares$619,5000.5% of portfolio
-
Black Rock Inc. New York, NY125KShares$442,6380.0% of portfolio
-
Geode Capital Management, LLC Boston, MA88.7KShares$313,9050.0% of portfolio
-
Bridgeway Capital Management, LLC Houston, TX80.2KShares$283,7980.0% of portfolio
-
Nantahala Capital Management, LLC New Canaan, CT76KShares$269,1600.01% of portfolio
-
American Financial Group Inc51.3KShares$181,4670.03% of portfolio
Latest Institutional Activity in BMTX
Top Purchases
Top Sells
About BMTX
BM Technologies, Inc. operates as a financial technology (fintech) company in the United States. It facilitates deposits and banking services between a customer and its partner bank, customers bank, which is a related party and is a Federal Deposit Insurance Corporation insured bank. The company, through its fintech banking platform, offers digital banking and disbursement services to consumers and students through digital channels. The company was formerly known as BankMobile Technologies, Inc. and changed its name to BM Technologies, Inc. in January 2021. BM Technologies, Inc. was founded in 2014 and is headquartered in Wayne, Pennsylvania.
Insider Transactions at BMTX
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Apr 30
2024
|
Warren Taylor Executive Vice President |
SELL
Payment of exercise price or tax liability
|
Direct |
242
-0.62%
|
$242
$1.59 P/Share
|
|
Apr 30
2024
|
Warren Taylor Executive Vice President |
BUY
Exercise of conversion of derivative security
|
Direct |
670
+1.68%
|
-
|
|
Apr 30
2024
|
Luvleen Sidhu Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
391
-0.06%
|
$391
$1.59 P/Share
|
|
Apr 30
2024
|
Luvleen Sidhu Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
880
+0.13%
|
-
|
|
Apr 30
2024
|
James M. Donahue President & CTO |
SELL
Payment of exercise price or tax liability
|
Direct |
290
-0.38%
|
$290
$1.59 P/Share
|
|
Apr 30
2024
|
James M. Donahue President & CTO |
BUY
Exercise of conversion of derivative security
|
Direct |
760
+0.98%
|
-
|
|
Mar 31
2024
|
James Francis Dullinger Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
2,088
-16.81%
|
$2,088
$1.65 P/Share
|
|
Mar 31
2024
|
James Francis Dullinger Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
7,500
+37.65%
|
-
|
|
Mar 31
2024
|
James M. Donahue President & CTO |
SELL
Payment of exercise price or tax liability
|
Direct |
7,170
-8.58%
|
$7,170
$1.65 P/Share
|
|
Mar 31
2024
|
James M. Donahue President & CTO |
BUY
Exercise of conversion of derivative security
|
Direct |
18,750
+18.33%
|
-
|
|
Mar 31
2024
|
Luvleen Sidhu Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
11,120
-1.56%
|
$11,120
$1.65 P/Share
|
|
Mar 31
2024
|
Luvleen Sidhu Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
25,000
+3.39%
|
-
|
|
Mar 09
2024
|
James Francis Dullinger Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
445
-8.29%
|
$445
$1.83 P/Share
|
|
Mar 09
2024
|
James Francis Dullinger Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
1,600
+22.97%
|
-
|
|
Jan 04
2024
|
James M. Donahue President & CTO |
SELL
Payment of exercise price or tax liability
|
Direct |
4,487
-3.35%
|
$8,974
$2.11 P/Share
|
|
Jan 04
2024
|
James M. Donahue President & CTO |
BUY
Exercise of conversion of derivative security
|
Direct |
12,004
+7.95%
|
-
|
|
Jan 04
2024
|
Luvleen Sidhu Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
25,544
-1.8%
|
$51,088
$2.11 P/Share
|
|
Jan 04
2024
|
Luvleen Sidhu Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
64,686
+4.2%
|
-
|
|
Dec 31
2023
|
James M. Donahue President & CTO |
SELL
Payment of exercise price or tax liability
|
Direct |
14,921
-20.67%
|
$29,842
$2.05 P/Share
|
|
Dec 31
2023
|
James M. Donahue President & CTO |
BUY
Grant, award, or other acquisition
|
Direct |
39,960
+35.63%
|
-
|
Last 12 Months Summary
Buy / Acquisition
242K
Shares
From
6
Insiders
| Exercise of conversion of derivative security | 138K shares |
|---|---|
| Grant, award, or other acquisition | 104K shares |
Sell / Disposition
96.9K
Shares
From
4
Insiders
| Payment of exercise price or tax liability | 96.9K shares |
|---|