Insider Trading disclosures for Sunlight Financial Holdings Inc - Ordinary Shares - Class A

The latest disclosure was made by Rodney Yoder in Sunlight Financial Holdings Inc - Ordinary Shares - Class A where a trade of 490,196 Class A Common Stock done was reported to US exchanges on Aug. 4, 2023.

Insider trading is the trading of a company’s securities by individuals with access to confidential or material non-public information about the company. A company is required to report trading by corporate officers, directors, or other company members with significant access to privileged information to the Securities and Exchange Commission (SEC).

Client Name Client Category Action Reported to Exchange Quantity Post Transaction Holding Traded % Avg. Price Value Security Type
Rodney Yoder Chief Financial Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 04 Aug 2023 490,196 881,542 - 0 Class A Common Stock
Rodney Yoder Chief Financial Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 1.55 per share. 18 Feb 2023 33,977 391,346 - 1.5 52,664 Class A Common Stock
Matthew Potere Director, Chief Executive Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 31 Dec 2022 456,521 1,418,861 - 0 Class A Common Stock
Timothy Parsons Executive VP & COO Grant, award, or other acquisition of securities at price $ 0.00 per share. 31 Dec 2022 92,028 245,646 - 0 Class A Common Stock
Scott Mulloy EVP and CIO Grant, award, or other acquisition of securities at price $ 0.00 per share. 31 Dec 2022 95,169 233,276 - 0 Class A Common Stock
Rodney Yoder Chief Financial Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 31 Dec 2022 241,545 425,323 - 0 Class A Common Stock
Matthew Potere Director, Chief Executive Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 30 Sep 2022 196,261 962,340 - 0 Class A Common Stock
Timothy Parsons Executive VP & COO Grant, award, or other acquisition of securities at price $ 0.00 per share. 30 Sep 2022 39,563 153,618 - 0 Class A Common Stock
Scott Mulloy EVP and CIO Grant, award, or other acquisition of securities at price $ 0.00 per share. 30 Sep 2022 40,913 138,107 - 0 Class A Common Stock
Rodney Yoder Chief Financial Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 30 Sep 2022 103,842 183,778 - 0 Class A Common Stock
Timothy Parsons Executive VP & COO Grant, award, or other acquisition of securities at price $ 0.00 per share. 30 Jun 2022 30,455 114,055 - 0 Class A Common Stock
Matthew Potere Director, Chief Executive Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 30 Jun 2022 151,079 766,079 - 0 Class A Common Stock
Scott Mulloy EVP and CIO Grant, award, or other acquisition of securities at price $ 0.00 per share. 30 Jun 2022 31,494 97,194 - 0 Class A Common Stock
Rodney Yoder Chief Financial Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 30 Jun 2022 79,936 79,936 - 0 Class A Common Stock
Kenneth Shea Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jun 2022 28,604 41,104 - 0 Class A Common Stock
Jeanette L. Gorgas Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jun 2022 28,604 41,104 - 0 Class A Common Stock
Jennifer Nordquist Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jun 2022 28,604 41,104 - 0 Class A Common Stock
Timothy Parsons Executive VP & COO Purchase of securities on an exchange or from another person at price $ 4.18 per share. 01 Dec 2021 10,000 83,600 - 4.2 41,800 Class A Common Stock
Matthew Potere Director, Chief Executive Officer Purchase of securities on an exchange or from another person at price $ 4.31 per share. 29 Nov 2021 20,000 615,000 - 4.3 86,200 Class A Common Stock
Matthew Potere Director, Chief Executive Officer Purchase of securities on an exchange or from another person at price $ 5.41 per share. 10 Sep 2021 85,000 595,000 - 5.4 459,850 Class A Common Stock
Barry Edinburg Executive VP and CFO Purchase of securities on an exchange or from another person at price $ 5.41 per share. 10 Sep 2021 37,500 120,400 - 5.4 202,875 Class A Common Stock
Barry Edinburg Executive VP and CFO Purchase of securities on an exchange or from another person at price $ 5.28 per share. 10 Sep 2021 37,500 157,900 - 5.3 198,000 Class A Common Stock
Timothy Parsons Executive VP & COO Purchase of securities on an exchange or from another person at price $ 5.60 per share. 19 Aug 2021 10,000 73,600 - 5.6 55,950 Class A Common Stock
Matthew Potere Director, Chief Executive Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jul 2021 2,983,960 2,983,960 - - Private Units
Jan C. Wilson Director 09 Jul 2021 50,000 0 - - Class B Common Stock
Jan C. Wilson Director 09 Jul 2021 50,000 50,000 - - Class A Common Stock
Jeanette L. Gorgas Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jul 2021 12,500 12,500 - 0 Class A Common Stock
Matthew Potere Director, Chief Executive Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jul 2021 526,581 3,510,541 - - Private Units
Jennifer Nordquist Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jul 2021 12,500 12,500 - 0 Class A Common Stock
Matthew Potere Director, Chief Executive Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jul 2021 510,000 510,000 - 0 Class A Common Stock
Timothy Parsons Executive VP & COO Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jul 2021 1,386,399 1,386,399 - - Private Units
Timothy Parsons Executive VP & COO Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jul 2021 63,600 63,600 - 0 Class A Common Stock
Barry Edinburg EVP and CFO Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jul 2021 82,900 82,900 - 0 Class A Common Stock
Barry Edinburg EVP and CFO Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jul 2021 2,341,446 2,341,446 - - Private Units
Scott Mulloy EVP and CIO Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jul 2021 1,231,024 1,231,024 - - Private Units
Scott Mulloy EVP and CIO Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jul 2021 65,700 65,700 - 0 Class A Common Stock
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc  
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges
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