الإحصائيات الأساسية
| CIK | 1725872 |
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to BM Technologies, Inc.
SEC Filings (Chronological Order)
توفر هذه الصفحة قائمة كاملة ومرتبة ترتيبًا زمنيًا لتصريحات هيئة الأوراق المالية والبورصات، باستثناء تصريحات الملكية التي نقدمها في مكان آخر.
| February 21, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 15 CERTIFICATION AND NOTICE OF TERMINATION OF REGISTRATION UNDER SECTION 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR SUSPENSION OF DUTY TO FILE REPORTS UNDER SECTIONS 13 AND 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. Commission File No. 001-38633 BM Technologies, Inc. (Exact name of registrant as specified in its c |
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| February 14, 2025 |
JOINT FILING AGREEMENT PURSUANT TO RULE 13d-1(k) EX-99.1 2 exhibit99-1.htm EXHIBIT 99.1 JOINT FILING AGREEMENT PURSUANT TO RULE 13d-1(k) The undersigned acknowledge and agree that the foregoing statement on Schedule 13G is filed on behalf of each of the undersigned and that all subsequent amendments to this statement on Schedule 13G shall be filed on behalf of each of the undersigned without the necessity of filing additional joint filing agreem |
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| February 13, 2025 |
As filed with the Securities and Exchange Commission on February 13, 2025 As filed with the Securities and Exchange Commission on February 13, 2025 Registration No. |
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| February 13, 2025 |
As filed with the Securities and Exchange Commission on February 13, 2025 As filed with the Securities and Exchange Commission on February 13, 2025 Registration No. |
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| February 13, 2025 |
As filed with the Securities and Exchange Commission on February 13, 2025 As filed with the Securities and Exchange Commission on February 13, 2025 Registration No. |
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| February 3, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): January 28, 2025 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| February 3, 2025 |
AMENDED AND RESTATED CERTIFICATE OF INCORPORATION BM TECHNOLOGIES, INC. Exhibit 3.1 AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF BM TECHNOLOGIES, INC. FIRST: The name of the corporation is BM Technologies, Inc. (hereinafter, the “Corporation”). SECOND: The address of the Corporation’s registered office in the State of Delaware is 251 Little Falls Drive, County of New Castle, Wilmington, Delaware 19808, and the name of its registered agent at such address is Co |
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| February 3, 2025 |
NOTIFICATION OF THE REMOVAL FROM LISTING AND REGISTRATION OF THE STATED SECURITIES NYSE American LLC hereby notifies the SEC of its intention to remove the entire class of the stated securities from listing and registration on the Exchange at the opening of business on February 14, 2025, pursuant to the provisions of Rule 12d2-2 (a). |
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| February 3, 2025 |
AMENDED AND RESTATED BYLAWS BM TECHNOLOGIES, INC. Article I OFFICES Exhibit 3.2 AMENDED AND RESTATED BYLAWS OF BM TECHNOLOGIES, INC. Article I OFFICES Section 1. Registered Office. The registered office of the corporation in the State of Delaware shall be located at 251 Little Falls Drive, County of New Castle, Wilmington, Delaware 19808. The name of the corporation’s registered agent at such address shall be Corporation Service Company. The registered office and/ |
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| January 16, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): January 15, 2025 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| January 6, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): January 3, 2025 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission F |
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| December 19, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): December 13, 2024 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| December 19, 2024 |
Exhibit 10.1 [●], 2024 [Name] RE: Acceleration of Payments Dear [Name]: As you are aware, BM Technologies, Inc., (the “Company”) has entered into an Agreement and Plan of Merger dated October 24, 2024 (the “Merger Agreement”) with First Carolina Bank (“Parent”) and the other parties enumerated therein, pursuant to which the Company will become a wholly owned subsidiary of Parent (the “Transaction” |
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| December 3, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934. Filed by the Registrant þ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for use of the Commission Only (as permitted by Rule 14a-6(e)(2)) R Definitive Proxy Stat |
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| November 15, 2024 |
Exhibit 99.1 BM Technologies, Inc. BM Technologies Reports Third Quarter & Year-to-Date 2024 Results Year-to-Date 2024 Revenue of $42.8 Million, Up 6% YoY BM Technologies to be Acquired by First Carolina Bank for $5 per share in cash Radnor, PA, November 14, 2024 — BM Technologies, Inc. (NYSE American: BMTX) (“BM Technologies”, “BMTX”, “we”, or the “Company”), one of the largest digital banking pl |
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| November 15, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): November 14, 2024 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| November 14, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 001-38633 BM Tec |
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| November 13, 2024 |
Exhibit 107 CALCULATION OF FILING FEE TABLES Schedule 14A (Form Type) BM Technologies, Inc. |
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| November 13, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934. Filed by the Registrant þ Filed by a party other than the Registrant ☐ Check the appropriate box: þ Preliminary Proxy Statement ☐ Confidential, for use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy Stat |
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| November 6, 2024 |
Letter to SEC from KPMG LLP, dated November 6, 2024 Exhibit 16.1 November 6, 2024 Securities and Exchange Commission Washington, D.C. 20549 Ladies and Gentlemen: We are currently principal accountants for BM Technologies, Inc. and, under the date of April 5, 2024, we reported on the consolidated financial statements of BM Technologies, Inc. as of and for the years ended December 31, 2023 and 2022. On October 31, 2024, we notified BM Technologies, I |
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| November 6, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported):October 31, 2024 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other Jurisdiction of Incorporation) (Commission F |
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| November 5, 2024 |
BMTX / BM Technologies, Inc. / Funicular Funds, LP Passive Investment SC 13G 1 bmtx.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.)* BM Technologies, Inc. (Name of Issuer) Common Stock, $0.0001 par value (Title of Class of Securities) 05591L107 (CUSIP Number) October 25, 2024 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate |
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| November 4, 2024 |
EX-1 2 fp0090901-1ex1.htm JOINT FILING AGREEMENT EXHIBIT 1 JOINT FILING AGREEMENT In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the undersigned agree to the joint filing on behalf of each of them of a Statement on Schedule 13G (including any and all amendments thereto) with respect to the Common Stock of BM Technologies, Inc. and further agree that this Jo |
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| November 4, 2024 |
BMTX / BM Technologies, Inc. / M3 PARTNERS LP Passive Investment SC 13G 1 fp0090901-1sc13g.htm SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULE 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) BM Technologies, INC. (Name of Issuer) Common Stock (Title of Class of Securities) 05591L107 (CUSIP Number) October 28, 2024 (Date of Event Wh |
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| October 30, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin |
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| October 25, 2024 |
Exhibit 2.1 AGREEMENT AND PLAN OF MERGER among FIRST CAROLINA BANK, DOUBLE EAGLE ACQUISITION CORP, INC. and BM TECHNOLOGIES, INC. Dated as of October 24, 2024 This document is intended solely to facilitate discussions among the parties. This document is not intended to create, nor will it be deemed to create, a legally binding or enforceable offer or agreement of any type or nature, unless and unt |
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| October 25, 2024 |
Exhibit 10.1 VOTING AND SUPPORT AGREEMENT THIS VOTING AND SUPPORT AGREEMENT (this “Agreement”), dated as of October 24, 2024, by and among First Carolina Bank, a North Carolina state-chartered bank (“Parent”), Double Eagle Acquisition Corp, Inc., a Delaware corporation and a wholly owned subsidiary of Parent (“Merger Sub”), BM Technologies, Inc., a Delaware corporation (“Company”), the undersigned |
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| October 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): October 24, 2024 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| October 25, 2024 |
Exhibit 10.1 VOTING AND SUPPORT AGREEMENT THIS VOTING AND SUPPORT AGREEMENT (this “Agreement”), dated as of October 24, 2024, by and among First Carolina Bank, a North Carolina state-chartered bank (“Parent”), Double Eagle Acquisition Corp, Inc., a Delaware corporation and a wholly owned subsidiary of Parent (“Merger Sub”), BM Technologies, Inc., a Delaware corporation (“Company”), the undersigned |
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| October 25, 2024 |
Exhibit 99.1 BM Technologies to be Acquired by First Carolina Bank for $67 Million BM Technologies Stockholders to Receive $5.00 Per Share in Cash, Representing 55% Premium to Market RADNOR, PA, October 25, 2024 - BM Technologies, Inc. (NYSE American: BMTX) (“the Company” or “BMTX”), one of the largest digital banking platforms, today announced it has entered into a definitive agreement to be acqu |
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| October 25, 2024 |
Exhibit 2.1 AGREEMENT AND PLAN OF MERGER among FIRST CAROLINA BANK, DOUBLE EAGLE ACQUISITION CORP, INC. and BM TECHNOLOGIES, INC. Dated as of October 24, 2024 This document is intended solely to facilitate discussions among the parties. This document is not intended to create, nor will it be deemed to create, a legally binding or enforceable offer or agreement of any type or nature, unless and unt |
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| October 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): October 24, 2024 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| October 25, 2024 |
Press Release, dated October 25, 2024. Exhibit 99.1 BM Technologies to be Acquired by First Carolina Bank for $67 Million BM Technologies Stockholders to Receive $5.00 Per Share in Cash, Representing 55% Premium to Market RADNOR, PA, October 25, 2024 - BM Technologies, Inc. (NYSE American: BMTX) (“the Company” or “BMTX”), one of the largest digital banking platforms, today announced it has entered into a definitive agreement to be acqu |
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| October 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): October 24, 2024 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| October 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): October 24, 2024 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| August 15, 2024 |
Exhibit 99.1 BM Technologies, Inc. BM Technologies Reports Second Quarter & First Half 2024 Results First Half 2024 Revenue of $28.7 Million, Up 10% YoY Q2 2024 Interchange and Card Revenue Increased 57% YoY Growth Initiatives Launched with Cash Back Rewards Engine & 15 Identity Verification (IDV) Product Sales YTD Radnor, PA, August 14, 2024 — BM Technologies, Inc. (NYSE American: BMTX) (“BM Tech |
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| August 15, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): August 14, 2024 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission F |
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| August 14, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 001-38633 BM Technolo |
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| June 20, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 20, 2024 BM TECHNOLOGIES, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-38633 82-3410369 (State or Other Jurisdiction of Incorporation) (Commission Fil |
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| June 3, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 28, 2024 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other Jurisdiction of Incorporation) (Commission File |
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| June 3, 2024 |
Letter to SEC from KPMG LLP, dated June 3, 2024 Exhibit 16.1 KPMG LLP 1601 Market Street Philadelphia, PA 19103-2499 June 3, 2024 Securities and Exchange Commission Washington, D.C. 20549 Ladies and Gentlemen: We are currently principal accountants for BM Technologies, Inc. and, under the date of April 5, 2024, we reported on the consolidated financial statements of BM Technologies, Inc. as of and for the years ended December 31, 2023 and 2022. |
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| May 15, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 001-38633 BM Technol |
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| April 29, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin |
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| April 29, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Defin |
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| April 5, 2024 |
BMTX Insider Trading Policy BMTX Table of Contents Purpose 4 Persons Subject to the Policy 4 Transactions Subject to the Policy 4 Individual Responsibility 4 Administration of the Policy 5 Statement of Policy 5 Definition of Material Nonpublic Information 6 Transactions by Family Members and Others 7 Transactions by Entities that You Influence or Control 7 Transaction Under Company Plans 8 Transac |
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| April 5, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-386 |
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| April 5, 2024 |
Form of BM Technologies Inc. 2023 Restricted Stock Unit Award Agreement * BM TECHNOLOGIES, INC. 2020 EQUITY INCENTIVE PLAN RESTRICTED STOCK UNIT GRANT NOTICE BM Technologies, Inc., a Delaware corporation (the “Company”), pursuant to its 2020 Equity Incentive Plan, as may be amended from time to time (the “Plan”), hereby grants to Participant the number of restricted stock units (“RSUs”) set forth below, each of which represents the right to receive one share of Common S |
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| April 5, 2024 |
Exhibit 4.3 DESCRIPTION OF REGISTRANT’S SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 Description of Capital Stock The following summary sets forth the material terms of our securities. The following summary is not intended to be a complete summary of the rights and preferences of such securities, and is qualified by reference to our charter and bylaws. We urg |
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| April 5, 2024 |
Form of BM Technologies Inc. 2024 Restricted Stock Unit Award Agreement * BM TECHNOLOGIES, INC. 2020 EQUITY INCENTIVE PLAN RESTRICTED STOCK UNIT GRANT NOTICE BM Technologies, Inc., a Delaware corporation (the “Company”), pursuant to its 2020 Equity Incentive Plan, as may be amended from time to time (the “Plan”), hereby grants to Participant the number of restricted stock units (“RSUs”) set forth below, each of which represents the right to receive one share of Common S |
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| April 5, 2024 |
Second Amendment to the January 26, 2023 Employment SECOND AMENDMENT TO JANUARY 26, 2023, EMPLOYMENT AGREEMENT (“Agreement”) THIS SECOND AMENDMENT, made as of March 26, 2024 (“Amendment Effective Date”), is by and between BM Technologies, Inc. |
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| April 5, 2024 |
5, 2024 Employment Agreement with Ajay Asija, dated March 26, 2 FIRST AMENDMENT TO FEBRUARY 5, 2024, EMPLOYMENT AGREEMENT (“Agreement”) THIS FIRST AMENDMENT, made as of March 26, 2024 (“Amendment Effective Date”) is by and between BM Technologies, Inc. |
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| April 3, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): April 3, 2024 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fil |
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| April 3, 2024 |
Exhibit 99.1 BM Technologies, Inc. BM Technologies Reports Fourth Quarter & Full Year 2023 Results Full year 2023 Revenue $55.3 Million Transfer of Higher Education Deposits to First Carolina Bank (“FCB”) in December Increased Annualized Interchange Fees by 20 Basis Points Radnor, PA, April 03, 2024 — BM Technologies, Inc. (NYSE American: BMTX) (“BM Technologies”, “BMTX”, “we”, or the “Company”), |
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| April 2, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 12b-25 NOTIFICATION OF LATE FILING (Check One): ☒ Form 10-K ☐ Form 20-F ☐ Form 11-K ☐ Form 10-Q ☐ Form 10-D ☐ Form N-SAR ☐ Form N-CSR For Period Ended: December 31, 2023 ☐ Transition Report on Form 10-K ☐ Transition Report on Form 20-F ☐ Transition Report on Form 11-K ☐ Transition Report on Form 10-K ☐ Transition Report o |
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| April 1, 2024 |
Exhibit 10.2 FIRST AMENDMENT TO FEBRUARY 5, 2024, EMPLOYMENT AGREEMENT (“Agreement”) THIS FIRST AMENDMENT, made as of March 26, 2024 (“Amendment Effective Date”) is by and between BM Technologies, Inc., a Delaware corporation, with its main offices located at 201 King of Prussia Road, Suite 650 Radnor, PA 19087 (“Company”) and Ajay Asija (“Executive”). WHEREAS, the parties desire to amend certain |
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| April 1, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 26, 2024 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other Jurisdiction of Incorporation) (Commission Fi |
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| April 1, 2024 |
Exhibit 10.1 SECOND AMENDMENT TO JANUARY 26, 2023, EMPLOYMENT AGREEMENT (“Agreement”) THIS SECOND AMENDMENT, made as of March 26, 2024 (“Amendment Effective Date”), is by and between BM Technologies, Inc., a Delaware corporation, with its main offices located at 201 King of Prussia Road, Suite 650 Radnor, PA 19087 (“Company”) and James Dullinger (the “Executive”). WHEREAS, the parties desire to do |
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| February 13, 2024 |
BMTX / BM Technologies, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv0453-bmtechnologiesincclas.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 1)* Name of issuer: BM Technologies, Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 05591L107 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate |
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| February 12, 2024 |
SC 13G/A 1 BMTX13Ga2023v3.htm BMTX 13GA 2023 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3 )* BM Technologies, Inc (Name of Issuer) Common Stock (Title of Class of Securities) 05591L107 (CUSIP Number) December 31, 2023 (Date of Event which Requires Filing of this Statement) Check the appropriate box t |
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| February 7, 2024 |
Exhibit 99.1 BM Technologies (BMTX) Announces CFO Transition, Welcoming Ajay Asija to the Leadership Team Ajay Asija will assume the role on April 1, 2024 RADNOR, PA, February 7, 2024 - BM Technologies, Inc. (NYSE American: BMTX), one of the largest digital banking platforms and Banking-as-a-Service (BaaS) providers, today announced the appointment of Ajay Asija as Chief Financial Officer, effecti |
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| February 7, 2024 |
Exhibit 10.2 BM TECHNOLOGIES, INC. 2024 INDUCEMENT AWARD RESTRICTED STOCK UNIT GRANT NOTICE BM Technologies, Inc., a Delaware corporation (the “Company”), pursuant to its 2024 Inducement Award, made in reliance on the inducement award exemption from the shareholder approval requirements under Section 711(a) of the NYSE American LLC Company Guide, as may be amended from time to time, hereby grants |
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| February 7, 2024 |
Form of RSU Cancellation Agreement Exhibit 10.3 February 6, 2024 Re: RSU Cancellation Agreement Dear : In consideration of your continuing role with BM Technologies, Inc. (the “Company”) and in exchange for the receipt of additional performance- based restricted stock units, the undersigned (“Grantee”) and the Company are entering into this letter agreement (this “Agreement”) pursuant to which the Grantee and the Company hereby mut |
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| February 7, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 5, 2024 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other Jurisdiction of Incorporation) (Commission |
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| February 7, 2024 |
Exhibit 10.1 EMPLOYMENT AGREEMENT THIS AGREEMENT, made as of February 5, 2024 (“Effective Date”), is by and between BM TECHNOLOGIES, INC., a Delaware corporation, with its main office located at 201 King of Prussia Road, Suite 650, Radnor, PA 19087 (“Company”) and Ajay Asija (“Executive”). Background A. Company wishes to secure the services of Executive as the Company’s Deputy Chief Financial Offi |
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| November 20, 2023 |
, 2023, by and between the Company and Customers Bank. * THIRD AMENDMENT TO DEPOSIT PROCESSING SERVICES AGREEMENT THIS THIRD AMENDMENT TO DEPOSIT PROCESSING SERVICES AGREEMENT ("Amendment'') is entered into as of this 18th day of August, 2023 ("Effective Date") by and between Customers Bank ("Bank"), a Member of the Federal Reserve System with its principal place of business at 40 General Warren Blvd. |
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| November 20, 2023 |
er Singh dated August 30, 2023 EXECUTIVE TRANSITION AGREEMENT THIS EXECUTIVE TRANSITION AGREEMENT (this “Agreement”) by and between BM Technologies, Inc. |
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| November 20, 2023 |
Execution Copy [***] Certain information in this document has been excluded pursuant to Regulation S-K, Item 601(b)(10). |
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| November 20, 2023 |
Exhibit 99.1 BM Technologies, Inc. BM Technologies Reports Third Quarter & Year-to-Date 2023 Results Year-to-Date 2023 Revenue $41.2 Million Transfer of Higher Education Deposits to First Carolina Bank (“FCB”) in December Expected to Result in Increased Revenue Radnor, PA, November 20, 2023 — BM Technologies, Inc. (NYSE American: BMTX) (“BM Technologies”, “BMTX”, “we”, or the “Company”), one of th |
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| November 20, 2023 |
uary 26, 2023 Employment agreement with James Dullinger, dated November 1, 2023.* FIRST AMENDMENT TO JANUARY 26, 2023, EMPLOYMENT AGREEMENT (“Agreement”) THIS FIRST AMENDMENT, made as of November 1, 2023 (“Amendment Effective Date”) is by and between BM Technologies, Inc. |
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| November 20, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 001-38633 BM Tec |
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| November 20, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): November 20, 2023 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| November 15, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 12b-25 SEC FILE NUMBER 001-38633 NOTIFICATION OF LATE FILING CUSIP NUMBER 05591L107 (Check One): ☐ Form 10-K ☐ Form 20-F ☐ Form 11-K ☒ Form 10-Q ☐ Form 10-D ☐ Form N-CEN ☐ Form N-CSR For Period Ended: September 30, 2023 ☐ Transition Report on Form 10-K ☐ Transition Report on Form 20-F ☐ Transition Report on Form 11-K ☐ Tr |
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| September 1, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): August 29, 2023 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission F |
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| August 22, 2023 |
Exhibit 99.1 BM Technologies, Inc. BM Technologies Reports Second Quarter & First Half 2023 Results First Half 2023 Revenue $26.5 Million Amendment to First Carolina Bank (“FCB”) DPSA to Accelerate Transfer of Deposits Continued Progress on Profit Enhancement Plan (“PEP”) Radnor, PA, August 22, 2023 — BM Technologies, Inc. (NYSE American: BMTX) (“BM Technologies”, “BMTX”, “we”, or the “Company”), |
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| August 22, 2023 |
Results of Operations and Financial Condition, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): August 22, 2023 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission F |
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| August 21, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 001-38633 BM Technolo |
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| August 15, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SEC FILE NUMBER:001-38633 CUSIP NUMBER: 05591L107 FORM 12b-25 NOTIFICATION OF LATE FILING (Check One): ☐ Form 10-K ☐ Form 20-F ☐ Form 11-K ☒ Form 10-Q ☐ Form 10-D ☐ Form N-CEN ☐ Form N-CSR For Period Ended: June 30, 2023 ☐ Transition Report on Form 10-K ☐ Transition Report on Form 20-F ☐ Transition Report on Form 11-K ☐ Transi |
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| July 21, 2023 |
BM Technologies Provides Update on Partnership with First Carolina Bank Exhibit 99.1 BM Technologies Provides Update on Partnership with First Carolina Bank RADNOR, PA, July 21, 2023 - BM Technologies, Inc. (NYSE American: BMTX) (the “Company”), one of the largest digital banking platforms and Banking-as-a-Service (BaaS) providers, today provided an update on the previously announced Partnership with First Carolina Bank (“FCB”) for its Higher Education business. The C |
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| July 21, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 21, 2023 BM Technologies, Inc. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fil |
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| July 17, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 11, 2023 BM Technologies, Inc. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fil |
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| June 30, 2023 |
First Amendment to BM Technologies, Inc. 2020 Equity Incentive Plan.* # Exhibit 4.4 FIRST AMENDMENT TO THE BM TECHNOLOGIES, INC. 2020 EQUITY INCENTIVE PLAN This FIRST AMENDMENT TO THE BM TECHNOLOGIES, INC. 2020 EQUITY INCENTIVE PLAN, dated as of January 4, 2021 (the “2020 Plan”), hereby amends the 2020 Plan by deleting in its entirety Section 11(a) thereof and replacing it with the following: 11. Limitation on Awards. (a) Shares Subject to Plan. The aggregate maximum |
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| June 30, 2023 |
Exhibit 107 Calculation of Filing Fee Table FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 (Form Type) BM Technologies, Inc. |
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| June 30, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 BM Technologies, Inc. (Exact name of registrant as specified in its charter) Delaware 82-310369 (State or other jurisdiction of (I.R.S. Employer incorporation or organization) Identification Number) 201 King of Prussia Road, Suite 650 Wayne, PA 19087 (Address of |
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| June 20, 2023 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): June 20, 2023 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fil |
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| June 12, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin |
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| May 22, 2023 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): May 22, 2023 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission File |
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| May 22, 2023 |
DEPOSIT PROCESSING SERVICES AGREEMENT THIS DEPOSIT PROCESSING SERVICES AGREEMENT (this "Agreement") is entered into as of this 22nd day of March, 2023 ("Effective Date") by and between Customers Bank ("Bank"), a Pennsylvania state chartered bank with its principal place of business at 40 General Warren Blvd, Suite 200 Malvern, PA 19355, and BM Technologies, Inc. |
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| May 22, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): May 22, 2023 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission File |
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| May 22, 2023 |
Exhibit 99.1 BM Technologies, Inc. BM Technologies Announces First Quarter 2023 Results Q1 2023 Revenue $13.5 million Continued Progress on Profit Enhancement Plan (“PEP”) Reiterates 2023 Financial Outlook Radnor, PA, May 22, 2023 — BM Technologies, Inc. (NYSE American: BMTX) (“BM Technologies”, “BMTX”, “we”, or the “Company”), one of the largest digital banking platforms and banking-as-a-service |
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| May 22, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 001-38633 BM Technol |
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| May 22, 2023 |
Exhibit 99.1 1Q 2023 – Investor Presentation 1 May 2023 Disclaimer 2 BM Technologies is not a bank, and it does not directly provide banking products or services . The Company provides compliant technology solutions, program management, and operational support including core processing, customer service, and fraud and investigation services to FDIC insured partner banks . Any reference in this pre |
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| May 22, 2023 |
Agreement, dated March 22, 2023, by and between the Company and Customers Bank.* SECOND AMENDMENT TO DEPOSIT PROCESSING SERVICES AGREEMENT THIS SECOND AMENDMENT TO DEPOSIT PROCESSING SERVICES AGREEMENT ("Amendment") is entered into as of this day of March, 2023 ("Effective Date") by and between Customers Bank ("Bank"), a Member of the Federal Reserve System with its principal place of business at 40 General Warren Blvd. |
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| May 22, 2023 |
First Amendment to September 15, 2021 Employment Agreement with Jam FIRST AMENDMENT TO SEPTEMBER 15, 2021 EMPLOYMENT AGREEMENT ("Agreement") THIS FIRST AMENDMENT, made as of February 1, 2023 ("Amendment Effective Date") is by and between BM Technologies, Inc. |
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| May 22, 2023 |
Employment Agreement with James Dullinger, dated January 26, 2023.* EMPLOYMENT AGREEMENT THIS AGREEMENT, made as of January 26, 2023 (“Effective Date”), is by and between BM TECHNOLOGIES, INC. |
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| May 22, 2023 |
Execution Copy DEPOSIT PROCESSING SERVICES AGREEMENT THIS DEPOSIT PROCESSING SERVICES AGREEMENT (including all schedules, appendices, exhibits, addenda and amendments, this “Agreement”) is entered into as of this 16th day of March 2023 (“Signature Date”) by and between First Carolina Bank, a North Carolina- chartered, non-member community bank with its headquarters located at 171 North Winstead Avenue, Rocky Mount, North Carolina 27804 (“Bank”), and BMTX, Inc. |
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| May 16, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SEC FILE NUMBER:001-38633 CUSIP NUMBER: 05591L107 FORM 12b-25 NOTIFICATION OF LATE FILING (Check One): ☐ Form 10-K ☐ Form 20-F ☐ Form 11-K ☒ Form 10-Q ☐ Form 10-D ☐ Form N-CEN ☐ Form N-CSR For Period Ended: March 31, 2023 ☐ Transition Report on Form 10-K ☐ Transition Report on Form 20-F ☐ Transition Report on Form 11-K ☐ Trans |
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| May 1, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Defin |
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| May 1, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin |
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| April 14, 2023 |
IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE Exhibit 99.1 IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE IN RE BM TECHNOLOGIES, INC. ) ) C.A. No. 2023- VERIFIED PETITION FOR RELIEF PURSUANT TO 8 DEL. C. § 205 Petitioner BM Technologies, Inc. (“BMT” or the “Company”), by and through its undersigned counsel, brings this petition pursuant to 8 Del. C. § 205 (the “Petition”), seeking to have this Court validate a corporate act described below |
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| April 14, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 10, 2023 BM Technologies, Inc. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fi |
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| March 31, 2023 |
Exhibit 4.3 DESCRIPTION OF REGISTRANT’S SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 Description of Capital Stock The following summary sets forth the material terms of our securities. The following summary is not intended to be a complete summary of the rights and preferences of such securities, and is qualified by reference to our charter and bylaws. We urg |
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| March 31, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-386 |
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| March 31, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 26, 2023 BM Technologies, Inc. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commissio |
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| March 27, 2023 |
Exhibit 99.1 4Q 2022 – Investor Presentation March 2023 Disclaimer BM Technologies is not a bank , and it does not directly provide banking products or services . The Company provides compliant technology solutions, program management, and operational support including core processing, customer service, and fraud and investigation services to FDIC insured partner banks . Any reference in this pres |
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| March 27, 2023 |
EXHIBIT 99.1 BM Technologies, Inc. BM Technologies Reports Results for the Fourth Quarter and Full Year 2022 Full Year 2022 Revenue $83.6 million; Net Loss $0.8 million, Core EBITDA1 $14.5 million New Bank Partnership with First Carolina Bank (“FCB”) for Higher Education Business New Two Year Servicing Agreement for Existing and Largest BaaS Partnership Profit Enhancement Plan (“PEP”) with $15 mil |
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| March 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): March 27, 2023 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fi |
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| March 27, 2023 |
Exhibit 99.1 BM TECHNOLOGIES STRENGTHENS MANAGEMENT TEAM TO LEAD THE NEXT PHASE OF GROWTH Raj Singh, a Veteran Investment Banking Executive, Named as Co-CEO Jamie Donahue Promoted to President and Jim Dullinger Promoted to Chief Financial Officer RADNOR, PA, March 27, 2023 - BM Technologies, Inc. (NYSE American: BMTX) (“BM Technologies,” “BMTX,” “we,” or the “Company”), one of the largest digital |
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| March 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): March 27, 2023 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fi |
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| March 27, 2023 |
Employment Agreement dated March 24, 2023 between the Company and Raj Singh Exhibit 10.1 EMPLOYMENT AGREEMENT THIS AGREEMENT, made as of March 24, 2023 (“Effective Date”), is by and between BM TECHNOLOGIES, INC., a Delaware corporation, with its main office located at 201 King of Prussia Road, Suite 650, Radnor, PA 19087 (“Company”) and Rajinder Singh (“Executive”). Background A. Company wishes to secure the services of Executive as the Company’s Co-CEO on the terms and c |
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| March 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 24, 2023 BM Technologies, Inc. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fi |
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| March 22, 2023 |
Exhibit 99.1 BM TECHNOLOGIES SECURES NEW BANK PARTNER AND EXTENDS KEY PARTNERSHIPS; NEW VARIABLE PRICING STRUCTURE BENEFITS REVENUES Two Year Extension of Existing and Largest BaaS Partnership New Bank Partnership with First Carolina Bank for Higher Education Business New Agreement with Customers Bank for Existing and Largest BaaS Partnership RADNOR, PA, March 22, 2023- BM Technologies, Inc. (NYSE |
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| March 22, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 16, 2023 BM Technologies, Inc. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| February 24, 2023 |
BMTX / BM Technologies Inc - Class A / Walleye Capital LLC Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. |
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| February 15, 2023 |
BMTX / Bm Technologies Inc / Walleye Capital LLC Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. |
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| February 13, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2 )* BM Technologies, Inc (Name of Issuer) Common Stock (Title of Class of Securities) 05591L107 (CUSIP Number) December 31, 2022 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this S |
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| February 13, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): January 26, 2023 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorpo |
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| February 9, 2023 |
BMTX / Bm Technologies Inc / VANGUARD GROUP INC - SCHEDULE 13G Passive Investment SC 13G 1 tv0434-bmtechnologiesinc.htm SCHEDULE 13G SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 Name of issuer: BM Technologies Inc. Title of Class of Securities: Common Stock CUSIP Number: 05591L107 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to |
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| January 30, 2023 |
Exhibit 99.1 BM Technologies, Inc. Announces Profit Enhancement Plan and Changes to Management and Directors Launch of Targeted Plan to Improve Performance with approximately $15 Million of Expected 2023 Cost Savings Jamie Donahue Elected President and James Dullinger Elected Chief Financial Officer Investment Banking Veteran Raj Singh Joins Board of Directors RADNOR, PA / ACCESSWIRE / January 30, |
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| January 30, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): January 26, 2023 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| January 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): January 23, 2023 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| December 23, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): December 22, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| December 23, 2022 |
Exhibit 99.1 BM Technologies Announces Update to Partner Bank Strategy and Mutual Termination of Merger with First Sound; Board Authorizes $10 Million Repurchase Plan Radnor, PA; December 23, 2022 ? BM Technologies, Inc. (NYSE American: BMTX) ("BM Technologies," "BMTX," "we," or the "Company"), one of the largest digital banking platforms and Banking-as-a-Service (BaaS) providers in the country, a |
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| November 15, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ? Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 001-38633 BM Tec |
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| November 15, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): November 15, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| November 15, 2022 |
EX-99.1 2 ea168690ex99-1bmtech.htm PRESS RELEASE DATED NOVEMBER 15, 2022 EXHIBIT 99.1 BM Technologies, Inc. BM Technologies Reports Third Quarter & Year-to-Date 2022 Results Year-to-Date Revenue $67.9 Million; Net Income of $3.4 Million; Core EBITDA1 of $16.4 Million Radnor, PA., November 15, 2022 — BM Technologies, Inc. (NYSE American: BMTX) (“BM Technologies,” “BMTX,” “we,” or the “Company”) one |
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| November 15, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): November 15, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| November 15, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): November 15, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| November 15, 2022 |
Exhibit 99.1 3Q 2022 ? Investor Presentation November 2022 Disclaimer BM Technologies is not a bank and it does not provide banking services. The Company facilitates deposits and banking services between a customer and an FDIC insured partner bank. Any reference in this present ati on to ?banking? or ?banking services? is in reference to the Company?s technology providing services between customer |
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| November 15, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SEC FILE NUMBER:001-25001 CUSIP NUMBER: 31431B 109 FORM 12b-25 NOTIFICATION OF LATE FILING (Check One): ☐ Form 10-K ☐ Form 20-F ☐ Form 11-K ☒ Form 10-Q ☐ Form 10-D ☐ Form N-CEN ☐ Form N-CSR For Period Ended: September 30, 2022 ☐ Transition Report on Form 10-K ☐ Transition Report on Form 20-F ☐ Transition Report on Form 11-K ☐ |
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| November 15, 2022 |
EXHIBIT 99.1 BM Technologies, Inc. BM Technologies Reports Third Quarter & Year-to-Date 2022 Results Year-to-Date Revenue $67.9 Million; Net Income of $3.4 Million; Core EBITDA1 of $16.4 Million Radnor, PA., November 15, 2022 — BM Technologies, Inc. (NYSE American: BMTX) (“BM Technologies,” “BMTX,” “we,” or the “Company”) one of the largest digital banking platforms and banking-as-a-service (BaaS) |
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| November 8, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): November 8, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| November 8, 2022 |
Exhibit 10.1 FIRST AMENDMENT TO DEPOSIT PROCESSING SERVICES AGREEMENT THIS FIRST AMENDMENT TO DEPOSIT PROCESSING SERVICES AGREEMENT ("Amendment") is entered into as of this 7th day of November, 2022 ("Effective Date") by and between Customers Bank ("Bank"), a Member of the Federal Reserve System with its principal place of business at 40 General Warren Blvd., Suite 200, Malvern, PA 19355, and BM T |
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| August 22, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ? Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 001-38633 BM Technolo |
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| August 16, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): August 16, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission F |
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| August 16, 2022 |
Exhibit 99.1 2Q 2022 ? Investor Presentation August 2022 Disclaimer BM Technologies is not a bank and it does not provide banking services. The BankMobile platform facilitates deposits and banking services between a customer and an FDIC insured partner bank. Any reference in this presentation to ?banking? or ?banking services? is in reference to the BankMobile technology providing services between |
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| August 16, 2022 |
EXHIBIT 99.1 BM Technologies, Inc. BM Technologies Reports Record Second Quarter Results for Q2 2022 1H 2022 Net Income of $8.4 Million; Record Core EBITDA1 of $15.1 Million Q2 2022 Average Serviced Deposits Increased 29% Year over Year Radnor, PA., August 16, 2022 ? BM Technologies, Inc. (NYSE American: BMTX) (?BM Technologies,? ?BMTX,? ?we,? or the ?Company?) one of the largest digital banking p |
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| August 16, 2022 |
Special Limited Agency Agreement with Customers Bank Effective April 20, 2022.* EXECUTION VERSION SPECIAL LIMITED AGENCY AGREEMENT THIS SPECIAL LIMITED AGENCY AGREEMENT (as amended, modified or restated from time to time, this ?Agreement?) dated as of April 20, 2022 (the ?Effective Date?), is made by and between (a) CUSTOMERS BANK, a Pennsylvania chartered bank (?Lender?), and (b) BM TECHNOLOGIES, INC. |
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| August 16, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ? Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 001-38633 BM Technol |
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| August 16, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 12b-25 NOTIFICATION OF LATE FILING (Check one): ? Form 10-K ? Form 20-F ? Form 11-K ? Form 10-Q ? Form 10-D ? Form N-CEN ? Form N-CSR For Period Ended: June 30, 2022 ? Transition Report on Form 10-K ? Transition Report on Form 20-F ? Transition Report on Form 11-K ? Transition Report on Form 10-Q For the Transition Period |
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| August 16, 2022 |
Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): AUGUST 16, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission F |
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| July 25, 2022 |
Financial Statements and Exhibits, Changes in Registrant's Certifying Accountant UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): JULY 22, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fil |
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| June 30, 2022 |
Entry into a Material Definitive Agreement, Termination of a Material Definitive Agreement UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): June 29, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fil |
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| June 17, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): June 15, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fil |
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| May 27, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): May 24, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission File |
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| May 27, 2022 |
BM Technologies Receives Notice from NYSE American Exhibit 99.1 BM Technologies Receives Notice from NYSE American RADNOR, PA, May 27, 2022 ? BM Technologies, Inc. (NYSE American: BMTX) (the ?Company?), one of the largest digital banking platforms and Banking-as-a-Service (BaaS) providers, received notice on May 24, 2022 from NYSE Regulation stating that the Company was not in compliance with the continued listing standards of the NYSE American LL |
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| May 19, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| May 19, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| May 17, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): May 16, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission File |
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| May 17, 2022 |
Exhibit 99.1 BM Technologies Announces Preliminary First Quarter 2022 Results Term sheet executed with new BaaS partner Net income expected to exceed $2.5M Core EBITDA1 expected to exceed $8 million, beating consensus estimates Q1 2022 average serviced deposits increased 60% year over year to $2.1 billion RADNOR, Pa., May 16, 2022 (GLOBE NEWSWIRE) ? BM Technologies, Inc. (NYSE American: BMTX) (the |
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| May 16, 2022 |
Exhibit 99.1 BM Technologies Announces Preliminary First Quarter 2022 Results Term sheet executed with new BaaS partner Net income expected to exceed $2.5M Core EBITDA1 expected to exceed $8 million, beating consensus estimates Q1 2022 average serviced deposits increased 60% year over year to $2.1 billion RADNOR, Pa., May 16, 2022 (GLOBE NEWSWIRE) ? BM Technologies, Inc. (NYSE American: BMTX) (the |
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| May 16, 2022 |
Financial Statements and Exhibits, Changes in Registrant's Certifying Accountant UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): May 10, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission File |
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| May 16, 2022 |
Letter of BDO USA, LLP dated May 16, 2022. Exhibit 16.1 Tel: 215-564-1900 Fax: 215-564-3940 www.bdo.com Ten Penn Center 1801 Market Street, Suite 1700 Philadelphia, PA 19103 May 16, 2022 Securities and Exchange Commission 100 F Street N.E. Washington, D.C. 20549 We have been furnished with a copy of the response to Item 4.01 of Form 8-K for the event that occurred on May 10, 2022, to be filed by our former client, BM Technologies, Inc.. We |
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| May 16, 2022 |
Results of Operations and Financial Condition, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): May 16, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission File |
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| May 16, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 12b-25 NOTIFICATION OF LATE FILING (Check One): ? Form 10-K ? Form 20-F ? Form 11-K ? Form 10-Q ? Form 10-D ? Form N-CEN ? Form N-CSR For Period Ended: March 31, 2022 ? Transition Report on Form 10-K ? Transition Report on Form 20-F ? Transition Report on Form 11-K ? Transition Report on Form 10-Q For the Transition Period Ended: Nothing in this form shall be construed to imply that the Commission has verified any information contained herein. |
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| May 13, 2022 |
Exhibit 99.1 bm technologies (bmtx) RUBENSTEIN PUBLIC RELATIONS CONTACT: BRIGIT HENNAMAN 212-805-3005 [email protected] BM Technologies, Inc. (BMTX) Announces John Dolan as New Board Member RADNOR, PA, May 13, 2022 (GLOBE NEWSWIRE) - BM Technologies, Inc. (NYSE American: BMTX), one of the largest digital banking platforms and Banking-as-a-Service (BaaS) providers in the country, is proud |
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| May 13, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): May 9, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission File |
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| May 10, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-386 |
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| May 10, 2022 |
RETENTION BONUS AGREEMENT THIS RETENTION BONUS AGREEMENT (this ?Agreement?) is made effective as of JANUARY 4, 2021 (the ?Grant Date?), by and between Customers Bank, a Pennsylvania state-chartered bank (?Customers?), and (the ?Holder?): WHEREAS, Customers, Megalith Financial Acquisition Corp. |
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| May 10, 2022 |
FIRST AMENDMENT TO TRANSITION SERVICES AGREEMENT This First Amendment to the Transition Services Agreement (?First Amendment?) is entered into effective as of December 1, 2021 (the ?First Amendment Effective Date?) by and between Customers Bank, a Pennsylvania state-charted bank (?Seller?) and BM Technologies, Inc. |
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| May 10, 2022 |
EMPLOYMENT AGREEMENT THIS AGREEMENT, made as of September 15, 2021 (?Effective Date?), is by and between BM TECHNOLOGIES, INC. |
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| May 2, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| April 22, 2022 |
Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): April 18, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fi |
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| April 19, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SEC FILE NUMBER:001-25001 CUSIP NUMBER: 31431B 109 FORM 12b-25/A (Amendment No. 1) NOTIFICATION OF LATE FILING (Check one): ? Form 10-K ? Form 20-F ? Form 11-K ? Form 10-Q ? Form 10-D ? Form N-CEN ? Form N-CSR For Period Ended: December 31, 2021 ? Transition Report on Form 10-K ? Transition Report on Form 20-F ? Transition Rep |
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| April 14, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): March 25, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| April 1, 2022 |
Exhibit 99.1 Q4 2021 ? Investor Presentation April 2022 Disclaimer BM Technologies is not a bank and it does not provide banking services. The BankMobile platform facilitates deposits and banking services between a customer and an FDIC insured partner bank. Any reference in this present ati on to ?banking? or ?banking services? is in reference to the BankMobile technology providing services betwee |
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| April 1, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): April 1, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fil |
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| March 31, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 12b-25 Commission File Number: 001-38633 NOTIFICATION OF LATE FILING (Check one): ? Form 10-K ? Form 20-F ? Form 11-K ? Form 10-Q ? Form 10-D ? Form N-SAR ? Form N-CSR For Period Ended: December 31, 2021 ? Transition Report on Form 10-K ? Transition Report on Form 20-F ? Transition Report on Form 11-K ? Transition Report |
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| March 31, 2022 |
EX-99.1 2 bmtx-20211231xearningsrele.htm EX-99.1 EXHIBIT 99.1 BM Technologies, Inc. BM Technologies Reports Record Results for the Fourth Quarter and Full Year 2021 Exceeds 2021 Revenue and EBITDA Guidance 2021 Core EBITDA1 increased 625% to $28.6 million from $3.9 million Q4 2021 Average Serviced Deposits increased 111% year over year to $2.0 billion Radnor, PA., March 31, 2022 — BM Technologies, |
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| March 31, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): March 25, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fi |
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| March 31, 2022 |
Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): MARCH 31, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fi |
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| March 9, 2022 |
Exhibit 99.1 BM Technologies, Inc. (BMTX) Announces Jim Dullinger as Chief Accounting Officer RADNOR, PA, March 9, 2022 (GLOBE NEWSWIRE)? BM Technologies, Inc. (NYSE American: BMTX), one of the largest digital banking platforms and Banking-as-a-Service (BaaS) providers, announced that Jim Dullinger has joined as Chief Accounting Officer (CAO). In his newly appointed CAO role, Dullinger will collab |
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| March 9, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): March 9, 2022 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fil |
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| February 14, 2022 |
SC 13G 1 BMTX13G2021v1.htm BMTX 13G 2021 PRCP UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1 )* BM Technologies, Inc (Name of Issuer) Common Stock (Title of Class of Securities) 05591L107 (CUSIP Number) December 31, 2021 (Date of Event which Requires Filing of this Statement) Check the appropriate box |
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| February 11, 2022 |
BMTX / Bm Technologies Inc / Portolan Capital Management, LLC - SCHEDULE 13G/A Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d ?1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d?2. (Amendment No. 1 )* BM Technologies, Inc. (Name of Issuer) Class A Common (Title of Class of Securities) 05591L107 (CUSIP Number) December 31, 2021 (Date of Event Which Requ |
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| November 22, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): November 22, 2021 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| November 22, 2021 |
Exhibit 99.1 November 12, 2021 Ms. Luvleen Sidhu, Chief Executive Officer Mr. Robert Ramsey, Chief Financial Officer BM Technologies, Inc. As discussed previously, I chose to leave BM Technologies, Inc. to pursue another career opportunity in the precision medicine industry. I initially learned about this opportunity prior to beginning employment with BM Technologies, and when it resurfaced, I cho |
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| November 18, 2021 |
Filed Pursuant to Rule 424(b)(3) Registration No. 333-253099 PROSPECTUS SUPPLEMENT NO. 2 (to Prospectus dated July 29, 2021) BM TECHNOLOGIES, INC. Up to 10,259,320 Shares Common Stock 6,945,778 Warrants to Purchase Common Stock This prospectus supplement amends and supplements the prospectus dated July 29, 2021 (as supplemented or amended from time to time, the ?Prospectus?), which forms a part of |
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| November 18, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): November 18, 2021 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| November 15, 2021 |
EXHIBIT 99.1 BM Technologies, Inc. BM Technologies Reports Record Results for the Third Quarter 2021 Q3 2021 Core EBITDA increased 91% year over year to $7.0 million 2021 EBITDA Guidance Increased to $26 Million Ending Serviced Deposits increased 118% year over year to $2 billion Radnor, PA., November 15, 2021 ? BM Technologies Inc. (NYSE American: BMTX) (?BM Technologies,? ?BMTX,? ?we,? or the ?C |
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| November 15, 2021 |
Exhibit 99.1 BM Technologies Announces Strategic Merger with First Sound Bank Achieves Important Milestone in the Evolution of the Company Allowing for the Expansion of its Products & Services to Better Serve Customers Increases and Diversifies Earnings, and Creates a FinTech-driven Banking Franchise with a Long-term Sustainable Business Model Transaction will be Discussed during the Company?s Thi |
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| November 15, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): November 15, 2021 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| November 15, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): November 15, 2021 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| November 15, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ? Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 001-38633 BM Tec |
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| November 15, 2021 |
Exhibit 2.1 EXECUTED COPY AGREEMENT AND PLAN OF REORGANIZATION AND MERGER DATED AS OF NOVEMBER 14, 2021 BY AND AMONG BM TECHNOLOGIES, INC., FIRST SOUND BANK, FSB Intermediate MERGER SUBSIDIARY, INC. AND BMSF MERGER SUBSIDIARY, INC. TABLE OF CONTENTS Page ARTICLE I CERTAIN DEFINITIONS 2 1.1 Certain Definitions 2 ARTICLE II THE MERGERS AND RELATED MATTERS 10 2.1 The Mergers 10 2.2 BMT Effective Time |
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| November 15, 2021 |
Exhibit 99.1 BM Technologies Announces Strategic Merger with First Sound Bank Achieves Important Milestone in the Evolution of the Company Allowing for the Expansion of its Products & Services to Better Serve Customers Increases and Diversifies Earnings, and Creates a FinTech-driven Banking Franchise with a Long-term Sustainable Business Model Transaction will be Discussed during the Company?s Thi |
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| November 15, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): November 15, 2021 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| November 15, 2021 |
Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): NOVEMBER 15, 2021 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| November 15, 2021 |
Exhibit 2.1 EXECUTED COPY AGREEMENT AND PLAN OF REORGANIZATION AND MERGER DATED AS OF NOVEMBER 14, 2021 BY AND AMONG BM TECHNOLOGIES, INC., FIRST SOUND BANK, FSB Intermediate MERGER SUBSIDIARY, INC. AND BMSF MERGER SUBSIDIARY, INC. TABLE OF CONTENTS Page ARTICLE I CERTAIN DEFINITIONS 2 1.1 Certain Definitions 2 ARTICLE II THE MERGERS AND RELATED MATTERS 10 2.1 The Mergers 10 2.2 BMT Effective Time |
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| November 15, 2021 |
Exhibit 99.1 Q3 2021 ? Investor Presentation November 2021 Disclaimer BM Technologies is not a bank and it does not provide banking services. The BankMobile platform facilitates deposits and banking services between a customer and an FDIC insured partner bank. Any reference in this present ati on to ?banking? or ?banking services? is in reference to the BankMobile technology providing services bet |
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| October 13, 2021 |
Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): October 13, 2021 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission |
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| October 13, 2021 |
Exhibit 99.1 BM TECHNOLOGIES www.bmtx.com RUBENSTEIN PUBLIC RELATIONS CONTACT: Julie Strickland (212) 805-3062 [email protected] BM Technologies Increases Preliminary Third Quarter and Full Year 2021 Financial Guidance & Provides Corporate Update RADNOR, PA, October 13, 2021 ? BM Technologies, Inc. (NYSE American: BMTX), one of the largest digital banking platforms in the country, incre |
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| September 30, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): September 30, 2021 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commissio |
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| September 30, 2021 |
Exhibit 99.1 BM TECHNOLOGIES WWW.BMTX.COM RUBENSTEIN PUBLIC RELATIONS CONTACT: JULIE STRICKLAND (212) 805-3062 [email protected] BM Technologies, Inc. (BMTX) Announces Li Shen as Chief Accounting Officer and Doug Hallett as Director of Enterprise Risk and Audit RADNOR, PA, September 30, 2021 ? BM Technologies, Inc. (NYSE American: BMTX), one of the largest digital banking platforms in t |
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| September 29, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 BM Technologies, Inc. (Exact name of registrant as specified in its charter) Delaware 82-310369 (State or other jurisdiction of (I.R.S. Employer incorporation or organization) Identification Number) 201 King of Prussia Road, Suite 350 Wayne, PA 19087 (Address of |
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| September 29, 2021 |
BM Technologies, Inc. Employee Stock Purchase Plan.*# Exhibit 4.6 BM TECHNOLOGIES, INC. 2021 EMPLOYEE STOCK PURCHASE PLAN ADOPTED BY THE BOARD OF DIRECTORS: April 23, 2021 APPROVED BY THE COMPANY?S STOCKHOLDERS: Pending EFFECTIVE DATE: May 1, 2021 1. ESTABLISHMENT AND PURPOSE. (a) Establishment of Plan. BM Technologies, Inc. (the ?Company?), upon approval by the Committee, hereby adopts this BM Technologies, Inc. 2021 Employee Stock Purchase Plan (th |
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| September 29, 2021 |
Form of BM Technologies, Inc. performance vesting RSU Award Agreement.*# Exhibit 4.5 Form of Grant for 2021 Time/Performance Based Awards BM TECHNOLOGIES, INC. 2020 EQUITY INCENTIVE PLAN RESTRICTED STOCK UNIT GRANT NOTICE BM Technologies, Inc., a Delaware corporation (the ?Company?), pursuant to its 2020 Equity Incentive Plan, as may be amended from time to time (the ?Plan?), hereby grants to Participant the number of restricted stock units (?RSUs?) set forth below, ea |
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| September 29, 2021 |
Form of BM Technologies, Inc. time vesting RSU Award Agreement.*# Exhibit 4.4 Form of Grant for Time-Vested RSUs BM TECHNOLOGIES, INC. 2020 EQUITY INCENTIVE PLAN RESTRICTED STOCK UNIT GRANT NOTICE BM Technologies, Inc., a Delaware corporation (the ?Company?), pursuant to its 2020 Equity Incentive Plan, as may be amended from time to time (the ?Plan?), hereby grants to Participant the number of restricted stock units (?RSUs?) set forth below, each of which repres |
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| September 28, 2021 |
PROSPECTUS Filed Pursuant to Rule 424(b)(3) Registration No. 333-253099 BM Technologies, Inc. Up to 10,259,320 Shares Common Stock 6,945,778 Warrants to Purchase Common Stock The selling stockholders named in this prospectus (the ?Selling Stockholders?) may offer and sell from time to time up to 10,259,320 shares of our common stock, par value $0.0001 per share, and warrants to purchase up to 6,94 |
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| August 16, 2021 |
Filed Pursuant to Rule 424(b)(3) Registration No. 333-253099 PROSPECTUS SUPPLEMENT NO. 1 (to Prospectus dated July 29, 2021) BM TECHNOLOGIES, INC. Up to 10,259,320 Shares Common Stock 6,945,778 Warrants to Purchase Common Stock This prospectus supplement amends and supplements the prospectus dated July 29, 2021 (as supplemented or amended from time to time, the ?Prospectus?), which forms a part of |
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| August 16, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ? Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 001-38633 BM Technolo |
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| August 12, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): August 12, 2021 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission F |
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| August 12, 2021 |
Exhibit 99.1 A Banking-as-a-Service pioneer, enabling non-banks to build financial services for their customers Investor Presentation August2021 A Banking-as-a-Service pioneer, enabling non-banks and banks to build financial services for their customers Q2 2021 1 Disclaimer BM Technologies is not a bank, and it does not provide banking services. The BankMobileplatform facilitates deposits and bank |
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| August 11, 2021 |
Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): AUGUST 11, 2021 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission F |
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| August 11, 2021 |
EXHIBIT 99.1 BM Technologies, Inc. BM Technologies Reports Record Results for Second Quarter & First Half of 2021 Q2 2021 Core EBITDA of $5.2M, an 11x Increase YOY Ending Serviced Deposits Increased 137% YOY to $1.6 billion Radnor, PA., August 11, 2021 ? BM Technologies Inc. (NYSE American: BMTX) (?BM Technologies,? ?BMTX,? ?we,? or the ?Company?) one of the largest digital banking platforms in th |
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| July 27, 2021 |
BM Technologies, Inc. 201 King of Prussia Road, Suite 350 Wayne, PA 19087 BM Technologies, Inc. 201 King of Prussia Road, Suite 350 Wayne, PA 19087 July 27, 2021 VIA EDGAR Sonia Bednarowski U.S. Securities and Exchange Commission 100 F Street, NE Washington, D.C. 20549 Attn: Sonia Bednarowski Re: BM Technologies, Inc. Registration Statement on Form S-1 Filed February 12, 2021, as amended July 19, 2021, July 22, 2021 and July 26, 2021 File No. 333-253099 Dear Ms. Bednaro |
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| July 26, 2021 |
As filed with the Securities and Exchange Commission on July 26, 2021 As filed with the Securities and Exchange Commission on July 26, 2021 Registration No. |
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| July 22, 2021 |
As filed with the Securities and Exchange Commission on July 22, 2021 As filed with the Securities and Exchange Commission on July 22, 2021 Registration No. |
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| July 19, 2021 |
As filed with the Securities and Exchange Commission on July 19, 2021 As filed with the Securities and Exchange Commission on July 19, 2021 Registration No. |
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| July 14, 2021 |
Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 2 to FORM 8-K/A CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): July 14, 2021 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorpora |
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| July 14, 2021 |
Comparative Historical and Unaudited Pro Forma Per Share Financial Information Exhibit 99.1 Comparative Historical and Unaudited Pro Forma Per Share Financial Information As of and for the Year Ended December 31, 2020 Statement of Operations Megalith (Historical) Pro Forma Combined Book value per share $ (31.48 ) $ (0.27 ) Weighted average Class A common stock outstanding 8,655,806 11,900,302 Basic and diluted net loss per share, Class A $ 0.13 $ (3.04 ) Weighted average Cla |
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| July 14, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): July 14, 2021 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fil |
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| July 14, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K/A (Amendment No. 1) (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-386 |
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| June 17, 2021 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): June 16, 2021 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fil |
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| June 4, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): June 4, 2021 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission File |
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| May 24, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ? Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 001-38633 BM Technol |
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| May 17, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): May 17, 2021 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission File |
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| May 17, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 12b-25 NOTIFICATION OF LATE FILING (Check One): ? Form 10-K ? Form 20-F ? Form 11-K ? Form 10-Q ? Form 10-D ? Form N-CEN ? Form N-CSR For Period Ended: March 31, 2021 ? Transition Report on Form 10-K ? Transition Report on Form 20-F ? Transition Report on Form 11-K ? Transition Report on Form 10-Q For the Transition Period Ended: Nothing in this form shall be construed to imply that the Commission has verified any information contained herein. |
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| May 17, 2021 |
Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): May 17, 2021 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission File |
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| May 17, 2021 |
EXHIBIT 99.1 BM Technologies, Inc. BM Technologies Reports Record Q1 2021 Results Q1 2021 EBITDA of $8.7M, a 10X Increase YOY Ending Serviced Deposits Exceed $1.5 billion, a 155% Increase YOY Radnor, PA., May 17, 2021 ? BM Technologies Inc. (NYSE American: BMTX) (?BM Technologies,? ?BMTX,? ?we,? or the ?Company?) one of the largest digital banking platforms in the country, today reported record re |
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| May 17, 2021 |
Exhibit 99.1 A Banking - as - a - Service pioneer, enabling non - banks to build financial services for their customers Investor Presentation May 2021 A Banking - as - a - Service pioneer, enabling non - banks to build financial services for their customers Q1 2021 2 | Disclaimer BM Technologies is not a bank, and it does not provide banking services. The BankMobile platform facilitates deposits a |
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| May 6, 2021 |
DEFA14A 1 ea140446defa14a-bmtechno.htm DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Prelimina |
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| April 29, 2021 |
Letter from WithumSmith+Brown, PC, dated April 29, 2021 EX-16.1 2 ea140112ex16-1bmtech.htm LETTER FROM WITHUMSMITH+BROWN, PC, DATED APRIL 29, 2021 Exhibit 16.1 WithumSmith+Brown, PC New York, New York April 29, 2021 Office of the Chief Accountant Securities and Exchange Commission 100 F Street, NE Washington, DC 20549 United States of America Commissioners: We have read the statements of BM Technologies, Inc. (formally known as Megalith Financial Acqui |
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| April 29, 2021 |
Financial Statements and Exhibits, Changes in Registrant's Certifying Accountant UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): April 29, 2021 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fi |
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| April 29, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant S Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) S Definitive Proxy Statement ? Definitive Additional Materials ? Soliciting Material under ? 240. |
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| March 31, 2021 |
Management’s Discussion and Analysis of Financial Condition and Results of Operations Exhibit 99.2 Management?s Discussion and Analysis of Financial Condition and Results of Operations The following discussion of our results of operations and financial condition should be read in conjunction with our audited financial statements for the years ended December 31, 2020, 2019, and 2018 included in this filing. This discussion contains forward-looking statements based upon our current e |
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| March 31, 2021 |
BANKMOBILE TECHNOLOGIES, INC. BALANCE SHEETS (amounts in thousands, except share and per share data) Exhibit 99.1 Report of Independent Registered Public Accounting Firm Shareholders and Board of Directors BankMobile Technologies, Inc. Wayne, Pennsylvania Opinion on the Financial Statements We have audited the accompanying balance sheets of BankMobile Technologies, Inc. (the “Company”) as of December 31, 2020 and 2019, the related statements of operations, shareholder’s equity, and cash flows for |
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| March 31, 2021 |
Financial Statements and Exhibits, Completion of Acquisition or Disposition of Assets UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 of FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): March 31, 2021 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporat |
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| March 31, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38633 BM Technologies, |
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| March 16, 2021 |
EXHIBIT 99.2 Q4 2020 Investor Presentation March 2021 A Banking - as - a - Service pioneer, enabling non - banks to build financial services for their customers | 2 Disclaimer BM Technologies is not a bank and it does not provide banking services. The BankMobile platform facilitates deposits and banking services between a customer and an FDIC insured partner bank. Any reference in this presentatio |
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| March 16, 2021 |
EXHIBIT 99.1 BM Technologies, Inc. BM Technologies Reports EBITDA Positive Results for Fourth Quarter and Full Year 2020 New Business1 Serviced Deposits Increased 579% YOY Radnor, PA., March 16, 2021 — BM Technologies Inc. (NYSE American: BMTX) (“BM Technologies,” “BMTX,” “we,” or the “Company”) one of the largest digital banking platforms in the country, today reported results for the fourth quar |
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| March 16, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): March 16, 2021 BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporation) (Commission Fi |
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| February 16, 2021 |
SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* BM Technologies Inc (Name of Issuer) Class A Common Stock (Title of Class of Securities) 05591L107 (CUSIP Number) December 31, 2020 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant |
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| February 16, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* Megalith Financial Acquisition Corp. (Name of Issuer) Class A common stock, $0.0001 par value per share (Title of Class of Securities) 58518F109 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriat |
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| February 16, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* BM Technologies Inc. (Formerly Megalith Financial Acquisition Corp.) (Name of Issuer) Class A common stock, $0.0001 par value (Title of Class of Securities) 05591L107 (CUSIP Number) December 31, 2020 (Date of Event which Requires Filing of this Statement |
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| February 12, 2021 |
As filed with the Securities and Exchange Commission on February 12, 2021 Registration No. |
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| February 12, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (AMENDMENT NO. 2) BM TECHNOLOGIES, INC. (formerly Megalith Financial Acquisition Corp.) (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.0001 PER SHARE (Title of Class of Securities) 05591L107 (CUSIP Number) DECEMBER 31, 2020 (Date of event which requires filing of this |
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| February 11, 2021 |
=============================================================================== UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| February 8, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 1)* BM Technologies, Inc. (fka Megalith Financial Acquisition Corp.) (Name of Issuer) Class A Common Stock (Title of Class of Securities) 58518F208 (CUSIP Number) December 31, 2020 (Date of Event which Requires Filing of this Statement) Check the appropria |
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| January 19, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): January 19, 2021 (January 13, 2021) BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorpor |
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| January 15, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d –1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d–2. (Amendment No. )* BM Technologies, Inc. (Name of Issuer) Class A Common (Title of Class of Securities) 05591L107 (CUSIP Number) January 5, 2021 (Date of Event Which Requires |
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| January 14, 2021 |
Exhibit 99.2 AGREEMENT TO TRANSFER SPONSOR SECURITIES August 5, 2020 Schechter Private Capital Fund I, LLC – Series Q Schechter Private Capital Fund I, LLC – Series Q2 Ladies and Gentlemen: Reference is made to that certain (i) Subscription Agreement, dated as of August 5, 2020 (the “Subscription Agreement”), by and among Megalith Financial Acquisition Corp., a Delaware corporation (the “Company”) |
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| January 14, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D (Rule 13d-101) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO §240. 13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO §240. 13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* BM Technologies, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 05591L107 (CUSIP Number) Marc |
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| January 14, 2021 |
Joint Filing Agreement, dated January 14, 2021, by and among the Reporting Persons. Exhibit 99.1 JOINT FILING AGREEMENT Pursuant to Rule 13d-1(k)(1) promulgated under the Securities Exchange Act of 1934, as amended, each of the undersigned acknowledges and agrees that the foregoing statement on this Schedule 13D is filed on behalf of the undersigned and that all subsequent amendments to this statement on Schedule 13D shall be filed on behalf of the undersigned without the necessi |
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| January 11, 2021 |
Megalith Financial Acquisition Corp SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 Megalith Financial Acquisition Corp (Name of Issuer) Class A common stock, par value $0.0001 per share (Title of Class of Securities) 58518F208 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule purs |
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| January 8, 2021 |
Exhibit 10.11 EMPLOYMENT AGREEMENT THIS AGREEMENT, made as of January 4, 2021 (“Effective Date”), is by and between BM TECHNOLOGIES, INC., a Delaware corporation, with its main office located at 201 King of Prussia Road, Suite 240, Radnor, PA 19087 (“Company”) and Warren Taylor (“Executive”). Background A. Company wishes to secure the continued services of Executive as the Company’s Chief Customer |
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| January 8, 2021 |
Exhibit 10.2 SOFTWARE LICENSE AGREEMENT This Software License Agreement (“Agreement”) is entered into this 4th day of January, 2021 (the “Effective Date”) by and between BM Technologies, Inc., a Delaware corporation, with offices at 201 King of Prussia Road, Suite 240 Radnor, PA 19087 (“Licensor”), and Customers Bank, a Pennsylvania state-chartered bank with offices located at 99 Bridge Street, Ph |
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| January 8, 2021 |
Exhibit 10.1 TRANSITION SERVICES AGREEMENT This TRANSITION SERVICES AGREEMENT (the “Agreement”) is made as of January 4, 2021 (the “Effective Date”) by and between Customers Bank, a bank chartered under the laws of the Commonwealth of Pennsylvania (“Seller”) and BM Technologies, Inc., a Delaware corporation (“Purchaser”). Seller and Purchaser are referred to herein collectively as the “Parties” an |
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| January 8, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): January 8, 2021 (January 4, 2021) BM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 001-38633 82-3410369 (State or other jurisdiction of incorporat |
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| January 8, 2021 |
Exhibit 10.9 EMPLOYMENT AGREEMENT THIS AGREEMENT, made as of January 4, 2021 (“Effective Date”), is by and between BM TECHNOLOGIES, INC., a Delaware corporation, with its main office located at 201 King of Prussia Road, Suite 240, Radnor, PA 19087 (“Company”) and Robert Diegel (“Executive”). Background A. Company wishes to secure the continued services of Executive as the Company’s Chief Operating |
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| January 8, 2021 |
Exhibit 10.8 EMPLOYMENT AGREEMENT THIS AGREEMENT, made as of January 4, 2021 (“Effective Date”), is by and between BM TECHNOLOGIES, INC., a Delaware corporation, with its main office located at 201 King of Prussia Road, Suite 240, Radnor, PA 19087 (“Company”) and Luvleen Sidhu (“Executive”). Background A. Company wishes to secure the continued services of Executive as the Company’s Chief Executive |
