Insider Trading & Ownership - Sunlight Financial Holdings Inc. (SUNL)

Real time insider trading transaction history:

  • Insiders are prohibited from making short-swing profits by trading their shares within 6 months of the registration or acquiring the shares.
  • Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Time period
Insider Trading Transactions for Sunlight Financial Holdings Inc.
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Common stock purchase or sale:
Transaction
Date
Reported
DateTime
Company Symbol Insider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2022-10-03
Purchase
2023-06-23
4:49 pm
Sunlight Financial Holdings Inc. SUNL Potere Matthew
Chief Executive Officer
3,760 $2.66 $10,002 8,443,703
(Indirect
Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
Company Symnbol Insider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
2023-09-30
Tax Withholding
2023-10-03
12:02 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
45 $0.45 16,337
(Direct)
View
2023-08-31
Tax Withholding
2023-09-05
11:57 am
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
47 $2.46 16,382
(Direct)
View
2023-08-04
Option Award
2023-08-08
11:41 am
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Yoder Rodney
Chief Financial Officer
490,196 $0 881,542
(Direct)
View
2023-07-31
Tax Withholding
2023-08-02
12:37 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
941 $0.52 328,567
(Direct)
View
2023-07-09
Tax Withholding
2023-07-11
3:00 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
3,279 $0.32 329,508
(Direct)
View
2023-06-30
Tax Withholding
2023-07-05
2:07 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
868 $0.29 332,787
(Direct)
View
2023-05-31
Tax Withholding
2023-06-02
3:29 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
798 $0.39 333,655
(Direct)
View
2023-04-30
Tax Withholding
2023-05-02
3:40 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
772 $0.45 334,453
(Direct)
View
2023-03-31
Tax Withholding
2023-04-04
4:26 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
798 $0.31 335,225
(Direct)
View
2023-02-28
Tax Withholding
2023-03-01
4:43 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
794 $1.31 336,023
(Direct)
View
2023-02-18
Tax Withholding
2023-02-22
5:13 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
19,396 $1.55 336,817
(Direct)
View
2023-02-18
Tax Withholding
2023-02-22
5:13 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Yoder Rodney
Chief Financial Officer
33,977 $1.55 391,346
(Direct)
View
2023-01-31
Tax Withholding
2023-02-02
1:47 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
798 $1.29 356,213
(Direct)
View
2022-12-31
Option Award
2023-01-03
4:07 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Parsons Timothy
Executive VP & COO
92,028 $0 1,632,045
(Direct)
View
2022-12-31
Option Award
2023-01-03
4:07 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Potere Matthew
Chief Executive Officer
456,521 $0 8,439,943
(Direct)
View
2022-12-31
Option Award
2023-01-03
4:07 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
96,618 $0 357,011
(Direct)
View
2022-12-31
Tax Withholding
2023-01-03
4:07 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
748 $1.29 357,011
(Direct)
View
2022-12-31
Option Award
2023-01-03
4:06 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Yoder Rodney
Chief Financial Officer
241,545 $0 425,323
(Direct)
View
2022-12-31
Option Award
2023-01-03
4:05 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Mulloy Scott
EVP and CIO
95,169 $0 1,464,300
(Direct)
View
2022-11-30
Tax Withholding
2022-12-02
11:27 am
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
724 $1.81 261,141
(Direct)
View
2022-11-11
Tax Withholding
2022-11-15
2:17 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
2,427 $1.36 261,865
(Direct)
View
2022-10-31
Tax Withholding(A)
2022-11-02
4:47 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
748 $1.21 264,292
(Direct)
View
2022-10-31
Tax Withholding
2022-11-02
2:57 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
748 $1.21 264,292
(Direct)
View
2022-09-30
Option Award
2022-10-04
2:32 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Mulloy Scott
EVP and CIO
40,913 $0 1,369,131
(Direct)
View
2022-09-30
Tax Withholding
2022-10-04
2:32 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
724 $1.24 265,040
(Direct)
View
2022-09-30
Option Award
2022-10-04
2:32 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
41,536 $0 265,040
(Direct)
View
2022-09-30
Option Award
2022-10-04
2:32 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Potere Matthew
Chief Executive Officer
196,261 $0 7,983,422
(Direct)
View
2022-09-30
Option Award
2022-10-04
2:31 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Parsons Timothy
Executive VP & COO
39,563 $0 1,540,017
(Direct)
View
2022-09-30
Option Award
2022-10-04
2:30 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Yoder Rodney
Chief Financial Officer
103,842 $0 183,778
(Direct)
View
2022-08-31
Tax Withholding
2022-09-01
10:07 am
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
748 $3.06 224,228
(Direct)
View
2022-07-31
Tax Withholding
2022-08-01
10:23 am
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
748 $3.8 224,976
(Direct)
View
2022-07-09
Tax Withholding
2022-07-12
4:30 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
3,595 $2.86 225,724
(Direct)
View
2022-06-30
Option Award
2022-07-05
3:54 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Yoder Rodney
Chief Financial Officer
79,936 $0 79,936
(Direct)
View
2022-06-30
Option Award
2022-07-05
3:54 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Parsons Timothy
Executive VP & COO
30,455 $0 1,500,454
(Direct)
View
2022-06-30
Option Award
2022-07-05
3:53 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Potere Matthew
Chief Executive Officer
151,079 $0 7,787,161
(Direct)
View
2022-06-30
Option Award
2022-07-05
3:53 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Dahlman Nora
EVP Gen Couns and Corp Sec
25,099 $0 1,072,212
(Direct)
View
2022-06-30
Option Award
2022-07-05
3:53 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Mulloy Scott
EVP and CIO
31,494 $0 1,328,218
(Direct)
View
2022-06-30
Tax Withholding
2022-07-05
3:53 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
724 $2.95 229,319
(Direct)
View
2022-06-30
Option Award
2022-07-05
3:53 pm
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Miller William B
Chief Accounting Officer
31,974 $0 229,319
(Direct)
View
2022-06-09
Option Award
2022-06-10
11:23 am
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Shea Kenneth
Director
28,604 $0 41,104
(Direct)
View
2022-06-09
Option Award
2022-06-10
11:17 am
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Gorgas Jeanette Lee
Director
28,604 $0 41,104
(Direct)
View
2022-06-09
Option Award
2022-06-10
11:14 am
N/A
N/A
Sunlight Financial Holdings Inc. SUNL Siegel Joshua S.
Director
28,604 $0 41,104
(Direct)
View
(A) Indicate amendment filing.
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