0001213900-24-020422.txt : 20240306
0001213900-24-020422.hdr.sgml : 20240306
20240306160325
ACCESSION NUMBER: 0001213900-24-020422
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240306
DATE AS OF CHANGE: 20240306
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Sidhu Luvleen
CENTRAL INDEX KEY: 0001839503
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-38633
FILM NUMBER: 24725807
MAIL ADDRESS:
STREET 1: 201 KING OF PRUSSIA ROAD
STREET 2: SUITE 350
CITY: WAYNE
STATE: PA
ZIP: 19087
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: BM Technologies, Inc.
CENTRAL INDEX KEY: 0001725872
STANDARD INDUSTRIAL CLASSIFICATION: STATE COMMERCIAL BANKS [6022]
ORGANIZATION NAME: 02 Finance
IRS NUMBER: 823410369
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 201 KING OF PRUSSIA ROAD
STREET 2: SUITE 650
CITY: WAYNE
STATE: PA
ZIP: 19087
BUSINESS PHONE: (877) 327-9515
MAIL ADDRESS:
STREET 1: 201 KING OF PRUSSIA ROAD
STREET 2: SUITE 650
CITY: WAYNE
STATE: PA
ZIP: 19087
FORMER COMPANY:
FORMER CONFORMED NAME: Megalith Financial Acquisition Corp
DATE OF NAME CHANGE: 20171220
4
1
ownership.xml
OWNERSHIP DOCUMENT
X0508
4
2023-12-31
0
0001725872
BM Technologies, Inc.
BMTX
0001839503
Sidhu Luvleen
C/O BM TECHNOLOGIES, INC.
201 KING OF PRUSSIA ROAD SUITE 650
WAYNE
PA
19087
1
1
0
0
Chief Executive Officer
0
Common Stock
2023-12-31
4
A
0
64090
0
A
675761
D
Common Stock
2023-12-31
4
F
0
28462
2.05
D
647299
D
Common Stock
2024-01-04
4
M
0
62500
0
A
709799
D
Common Stock
2024-01-04
4
F
0
24684
2.11
D
685115
D
Common Stock
2024-01-04
4
M
0
2186
0
A
687301
D
Common Stock
2024-01-04
4
F
0
860
2.11
D
686441
D
Restricted Stock Unit
2024-01-04
4
M
0
62500
0
D
Common Stock
62500
62500
D
Restricted Stock Unit
2024-01-04
4
M
0
2186
0
D
Common Stock
2186
2185
D
Represents shares withheld by the Issuer to satisfy Reporting Person's tax obligations in connection with the grant of Management Incentive Bonus awards.
Represents vested shares of restricted stock units granted on September 30, 2021. Restricted stock units convert into Common Stock on a one-for-one basis.
Represents shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and delivery of restricted stock units on January 4, 2024.
Represents vested shares of restricted stock units granted on March 11, 2022. Restricted stock units convert into Common Stock on a one-for-one basis.
The remaining unvested portion of this restricted stock unit award will vest every year on January 4 until fully vested on January 4, 2025. Each restricted stock unit represents the contingent right to receive one share of the Issuer's common stock upon vesting of the unit.
/s/ Luvleen Sidhu, by Louis Adimando, as attorney-in-fact
2024-03-06