| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| BM Technologies, Inc. | Co-Chief Executive Officer | Performance Based Restricted Stock Unit | 125K | $625K | $5.00 | 30 Jun 2023 | Direct |
| BM Technologies, Inc. | Co-Chief Executive Officer | Restricted Stock Unit | 250K | $528K | $2.11 | 30 Jun 2023 | Direct |
| Landsea Homes Corp | Director | Common Stock, par value $0.0001 | 0 | $0 | $11.27 | 25 Jun 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| LSEA | Landsea Homes Corp | 25 Jun 2025 | 1 | $0 | 4 | Director | 25 Jun 2025, 17:37 |
| LSEA | Landsea Homes Corp | 30 Dec 2024 | 1 | $0 | 4 | Director | 06 Jan 2025, 06:16 |
| LSEA | Landsea Homes Corp | 09 Dec 2024 | 0 | $0 | 3 | Director | 06 Jan 2025, 06:15 |
| BMTX | BM Technologies, Inc. | 30 Jun 2023 | 2 | $0 | 4 | Co-Chief Executive Officer | 30 Jun 2023, 17:32 |
| BMTX | BM Technologies, Inc. | 27 Jan 2023 | 0 | $0 | 3 | Director | 15 Feb 2023, 15:09 |