Matthew Potere's Insider Trades & SAST Disclosures

Matthew Potere's most recent trade in Sunlight Financial Holdings Inc - Ordinary Shares - Class A was a trade of 456,521 Class A Common Stock done . Disclosure was reported to the exchange on Dec. 31, 2022.

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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches "Balanced Fund" but not "Balanced Growth Fund" Balanced Fund: Use this format without quotation marks to search for all funds related to the term "Balanced Fund" The results may include "Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".

Stock	Client Name	Client Category	Action	Reported to Exchange	Quantity	Post Transaction Holding	Traded %	Avg. Price	Value	Security Type
Sunlight Financial Holding...	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
Sunlight Financial Holding...	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
Sunlight Financial Holding...	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
Sunlight Financial Holding...	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
Sunlight Financial Holding...	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
Sunlight Financial Holding...	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
Sunlight Financial Holding...	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
Sunlight Financial Holding...	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

*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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