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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 06-Sep-24 7:35 PM View:  | Bm Technologies, Inc. (BMTX) | 08-Jul-24 | Grant | 1,000 | -- | -- | < 1% 213.63K to 214.63K | |
| 27-Sep-22 5:52 PM View: | Bm Technologies, Inc. (BMTX) | 15-Sep-22 | Grant | 1,000 | -- | -- | < 1% 212.63K to 213.63K | |
| 05-Apr-21 5:15 PM View: | Bm Technologies, Inc. (BMTX) | 31-Mar-21 | Acquisition (other) | 34,171 | -- | -- | 331% 10.32K to 44.49K |