0001474506-23-000205.txt : 20230426 0001474506-23-000205.hdr.sgml : 20230426 20230426184907 ACCESSION NUMBER: 0001474506-23-000205 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20230324 FILED AS OF DATE: 20230426 DATE AS OF CHANGE: 20230426 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Donahue James M. CENTRAL INDEX KEY: 0001918085 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-38633 FILM NUMBER: 23851262 MAIL ADDRESS: STREET 1: 201 KING OF PRUSSIA ROAD, SUITE 350 STREET 2: C/O BM TECHNOLOGIES, INC. 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] 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 primary_doc.xml PRIMARY DOCUMENT X0407 4 2023-03-24 0 0001725872 BM Technologies, Inc. BMTX 0001918085 Donahue James M. 201 KING OF PRUSSIA ROAD, SUITE 650 C/O BM TECHNOLOGIES, INC. WAYNE PA 19087 0 1 0 0 President and Chief Technology 0 Restricted Stock Unit 2023-03-24 4 A 0 75000 0 A Common Stock 75000 99007 D Performance Based Restricted Stock Unit 2023-03-24 4 A 0 37500 0 A Common Stock 37500 50833 D One-fourth of the restricted stock unit award will vest in full as of each of the first, second, third and fourth anniversaries of the March 31, 2023 vesting commencement date, subject to the Reporting Person's continued employment with the Issuer, until fully vested on March 31, 2027. Each restricted stock unit represents the contingent right to receive one share of the Issuer's common stock upon vesting of the unit. Constitutes a portion of an award of Performance-Based Restricted Stock Units (PBRSUs), each of which represents the right to receive one share of the Issuer's common stock over a five-year performance period ending on March 31, 2028. The portion reported vests based upon the Issuer achieving certain levels of market capitalization. /s/ James Donahue, by Alex Reilly pursuant to power of attorney filed on 4/26/2023 2023-04-26