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Insider Transactions

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.

Insider trades

3 months 12 months
Open-market buys 0 0
Sells 0 0
Total trades 0 0

Shares traded

3 months 12 months
Acquired 0 0
Disposed 0 0
Net activity +0 +0

See the story behind these numbers

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.

Open-market buyer Disclosed 10b5-1 Heavy discretionary Sign up free

All transactions

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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