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