Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BM Technologies, Inc.MFAC.U · Entity 83670 | Director | August 23, 2018 | August 23, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BM Technologies, Inc.
Report date August 23, 2018 · Filed August 23, 2018
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ACCESS Newswire Inc.
Report date August 21, 2020 · Filed August 24, 2020
Section 16 reporting ended · disclosed 2020-08-24. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
After 2020-08-21 transaction · row 1
1 source rowRow 1 · 2020-08-21 · Sale · Disposed 5,000 · Balance 5,000 F1: The $15.57 represents a weighted average price. The price range of such transactions was $15.21 to $16.44. The Reporting Person undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: The $15.57 represents a weighted average price. The price range of such transactions was $15.21 to $16.44. The Reporting Person undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 21, 2020 Filed Aug 24, 2020 22:12 UTC | ACCESS Newswire Inc. ISDR · Entity 7644 | SaleCommon Stock | 5,000 | $15.57 | $77,850.00 |
DisclosureSEC source: 0001654954-20-009466 · section16.xml · nonDerivative · entry 1 Frank Eric Alan · CIK 0001715816 · Former Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F1 · price: The $15.57 represents a weighted average price. The price range of such transactions was $15.21 to $16.44. The Reporting Person undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price. Read SEC document |
| June 13, 2019 Filed Jun 13, 2019 21:17 UTC | ACCESS Newswire Inc. ISDR · Entity 7644 | GrantRestricted Stock Unit · Derivative | 6,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-007309 · section16.xml · derivative · entry 1 Frank Eric Alan · CIK 0001715816 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires not disclosed F1 · derivative.exercise_date: This restricted stock unit vests on the earlier of (i) the date of the following year's annual meeting of stockholders (but only for a non-employee director who ceases to be a member of the Board of Directors at such annual meeting as a result of not standing for re-election or not being re-elected) or (ii) June 13, 2020. In the event of a Corporate Transaction (as defined in the Issuer's 2014 Equity Incentive Plan, as amended), the restricted stock units not previously vested shall immediately become vested. The Reporting Person must be a member of the Board of Directors as of the vesting date. F1 · derivative.expiration_date: This restricted stock unit vests on the earlier of (i) the date of the following year's annual meeting of stockholders (but only for a non-employee director who ceases to be a member of the Board of Directors at such annual meeting as a result of not standing for re-election or not being re-elected) or (ii) June 13, 2020. In the event of a Corporate Transaction (as defined in the Issuer's 2014 Equity Incentive Plan, as amended), the restricted stock units not previously vested shall immediately become vested. The Reporting Person must be a member of the Board of Directors as of the vesting date. Read SEC document |
| June 01, 2018 Filed Jun 1, 2018 20:32 UTC | ACCESS Newswire Inc. ISDR · Entity 7644 | GrantRestricted Stock Unit · Derivative | 2,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001654954-18-006201 · section16.xml · derivative · entry 2 Frank Eric Alan · CIK 0001715816 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires not disclosed F2 · derivative.exercise_date: This restricted stock unit vests on the earlier of (i) the date of the following year's annual meeting of stockholders (but only for a non-employee director who ceases to be a member of the Board of Directors at such annual meeting as a result of not standing for re-election or not being re-elected) or (ii) June 1, 2019. The Reporting Person must be a member of the Board of Directors as of the vesting date. F2 · derivative.expiration_date: This restricted stock unit vests on the earlier of (i) the date of the following year's annual meeting of stockholders (but only for a non-employee director who ceases to be a member of the Board of Directors at such annual meeting as a result of not standing for re-election or not being re-elected) or (ii) June 1, 2019. The Reporting Person must be a member of the Board of Directors as of the vesting date. Read SEC document |
| June 01, 2018 Filed Jun 1, 2018 20:32 UTC | ACCESS Newswire Inc. ISDR · Entity 7644 | GrantOptions to Purchase Common Stock · Derivative | 8,000 | $0.00 Strike: $17.40 | $0.00 |
DisclosureSEC source: 0001654954-18-006201 · section16.xml · derivative · entry 1 Frank Eric Alan · CIK 0001715816 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 8,000 shares Expires 2028-06-01 F1 · derivative.exercise_date: These options vest on the earlier of (i) the date of the following year's annual meeting of stockholders (but only for a non-employee director who ceases to be a member of the Board of Directors at such annual meeting as a result of not standing for re-election or not being re-elected) or (ii) June 1, 2019. The Reporting Person must be a member of the Board of Directors as of the vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.