Bm Technologies, Inc. BMTX
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-
Jacob Asset Management Of New York LLC Hermosa Beach, CA175KShares$873,2500.5% of portfolio
-
Black Rock Inc. New York, NY106KShares$529,2740.0% of portfolio
-
Ea Series Trust Havertown, PA29.5KShares$147,0650.0% of portfolio
-
Fieldpoint Private Securities, LLC29Shares$1440.0% of portfolio
-
Wipfli Financial Advisors Llc,10Shares$490.0% 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 |
|---|---|---|---|---|---|
|
Jan 31
2025
|
Brent Hurley Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
48,493
-100.0%
|
$242,465
$5.0 P/Share
|
|
Jan 31
2025
|
Luvleen Sidhu Chief Executive Officer |
SELL
Sale (or disposition) back to the issuer
|
Direct |
747,047
-100.0%
|
$3,735,235
$5.0 P/Share
|
|
Jan 31
2025
|
James M. Donahue President & C T O |
SELL
Sale (or disposition) back to the issuer
|
Direct |
251,780
-100.0%
|
$1,258,900
$5.0 P/Share
|
|
Jan 31
2025
|
Warren Taylor Executive Vice President |
SELL
Sale (or disposition) back to the issuer
|
Direct |
38,900
-100.0%
|
$194,500
$5.0 P/Share
|
|
Jan 31
2025
|
Mike Gill Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
4,000
-100.0%
|
$20,000
$5.0 P/Share
|
|
Jan 31
2025
|
John J Dolan Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
3,000
-100.0%
|
$15,000
$5.0 P/Share
|
|
Jan 31
2025
|
Aaron Hodari Director |
SELL
Sale (or disposition) back to the issuer
|
Indirect |
13,000
-100.0%
|
$65,000
$5.0 P/Share
|
|
Jan 31
2025
|
Michael Richard Pavone Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
2,000
-100.0%
|
$10,000
$5.0 P/Share
|
|
Jan 31
2025
|
Marcy Schwab Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
4,000
-100.0%
|
$20,000
$5.0 P/Share
|
|
Dec 05
2024
|
James M. Donahue President & C T O |
SELL
Payment of exercise price or tax liability
|
Direct |
108,315
-8.91%
|
$433,260
$4.73 P/Share
|
|
Dec 05
2024
|
James M. Donahue President & C T O |
BUY
Exercise of conversion of derivative security
|
Direct |
283,253
+15.78%
|
-
|
|
Dec 05
2024
|
Luvleen Sidhu Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
18,448
-1.21%
|
$73,792
$4.73 P/Share
|
|
Dec 05
2024
|
Luvleen Sidhu Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
64,685
+3.93%
|
-
|
|
Dec 05
2024
|
John J Dolan Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,000
+25.0%
|
-
|
|
Dec 05
2024
|
Michael Richard Pavone Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,000
+33.33%
|
-
|
|
Dec 05
2024
|
Aaron Hodari Director |
BUY
Grant, award, or other acquisition
|
Indirect |
1,000
+7.14%
|
-
|
|
Dec 05
2024
|
Brent Hurley Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,000
+0.46%
|
-
|
|
Dec 05
2024
|
Marcy Schwab Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,000
+20.0%
|
-
|
|
Dec 05
2024
|
Mike Gill Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,000
+20.0%
|
-
|
|
Jul 08
2024
|
Brent Hurley Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,000
+0.46%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 12K shares |
|---|---|
| Exercise of conversion of derivative security | 348K shares |
| Sale (or disposition) back to the issuer | 1.11M shares |
|---|---|
| Payment of exercise price or tax liability | 127K shares |