What Sunlight Financial Holdings Inc.'s executives and directors are doing with their own shares, from SEC Form 3/4/5 filings — separating what the filings state (awards, withholding, disclosed plans) from what only the pattern of dates shows.
| 3 months | 12 months | |
|---|---|---|
| Open-market buys | 0 | 0 |
| Sells | 0 | 0 |
| Total trades | 0 | 0 |
| 3 months | 12 months | |
|---|---|---|
| Acquired | 0 | 0 |
| Disposed | 0 | 0 |
| Net activity | +0 | +0 |
View rich charts and dive into the patterns of specific insiders — who is accumulating, who is winding down, and which sale explanations the filings actually support.
| Insider | Relation | Date | Transaction | Shares | Price | Value | Shares held |
|---|---|---|---|---|---|---|---|
| Miller William B | Chief Accounting Officer | Sep 30 | Withheld — tax / exercise cost · F | −45 | $0.45 | −$20.3 | 16,337 |
| Miller William B | Chief Accounting Officer | Aug 31 | Withheld — tax / exercise cost · F | −47 | $2.46 | −$116 | 16,382 |
| Yoder Rodney | Chief Financial Officer | Aug 04 | Grant / award · A | +490,196 | — | — | 881,542 |
| Miller William B | Chief Accounting Officer | Jul 31 | Withheld — tax / exercise cost · F | −941 | $0.52 | −$489 | 328,567 |
| Miller William B | Chief Accounting Officer | Jul 09 | Withheld — tax / exercise cost · F | −3,279 | $0.32 | −$1.05K | 329,508 |
| Miller William B | Chief Accounting Officer | Jun 30 | Withheld — tax / exercise cost · F | −868 | $0.29 | −$252 | 332,787 |
| Miller William B | Chief Accounting Officer | May 31 | Withheld — tax / exercise cost · F | −798 | $0.39 | −$311 | 333,655 |
| Miller William B | Chief Accounting Officer | Apr 30 | Withheld — tax / exercise cost · F | −772 | $0.45 | −$347 | 334,453 |
| Miller William B | Chief Accounting Officer | Mar 31 | Withheld — tax / exercise cost · F | −798 | $0.31 | −$247 | 335,225 |
| Miller William B | Chief Accounting Officer | Feb 28 | Withheld — tax / exercise cost · F | −794 | $1.31 | −$1.04K | 336,023 |
| Miller William B | Chief Accounting Officer | Feb 18 | Withheld — tax / exercise cost · F | −19,396 | $1.55 | −$30.1K | 336,817 |
| Yoder Rodney | Chief Financial Officer | Feb 18 | Withheld — tax / exercise cost · F | −33,977 | $1.55 | −$52.7K | 391,346 |
| Miller William B | Chief Accounting Officer | Jan 31 | Withheld — tax / exercise cost · F | −798 | $1.29 | −$1.03K | 356,213 |
| Miller William B | Chief Accounting Officer | Dec 31 | Grant / award · A | +96,618 | — | — | 357,011 |
| Miller William B | Chief Accounting Officer | Dec 31 | Withheld — tax / exercise cost · F | −748 | $1.29 | −$965 | 260,393 |
| Potere Matthew | Chief Executive Officer | Dec 31 | Grant / award · A | +456,521 | — | — | 1,418,861 |
| Parsons Timothy | Executive VP & COO | Dec 31 | Grant / award · A | +92,028 | — | — | 245,646 |
| Mulloy Scott | EVP and CIO | Dec 31 | Grant / award · A | +95,169 | — | — | 233,276 |
| Yoder Rodney | Chief Financial Officer | Dec 31 | Grant / award · A | +241,545 | — | — | 425,323 |
| Miller William B | Chief Accounting Officer | Nov 30 | Withheld — tax / exercise cost · F | −724 | $1.81 | −$1.31K | 261,141 |
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