Sunlight Financial Holdings Inc.
SUNLDelisted Oct 10, 2023- Industry
- Finance Services
- SEC CIK
- 0001821850
Sunlight Financial Holdings Inc. was delisted on Oct 10, 2023; its insiders filed their last Form 4 on Oct 3, 2023; 48 institutions reported holding it in 13F filings for Q2 2023, worth $17.4M in total; no superinvestor held it.
Open-market trades, last 90 days
Open-market purchases (P) and sales (S) by Sunlight Financial Holdings Inc. insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.
- Open-market buys
- 0 filings
- Open-market sells
- 0 filings
- Insiders trading
- 0
- Net value
- $0
- Purchases minus sales
Insider roster
Directors, officers and 10% owners who have filed a Form 4 for Sunlight Financial Holdings Inc., current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| Miller William B | Chief Accounting Officer | 16,337 | Oct 3, 2023 | 0 |
| Yoder Rodney | Chief Financial Officer | 881,542 | Aug 8, 2023 | 0 |
| Potere Matthew | Chief Executive Officer | 1,422,621 | Jun 23, 2023 | 0 |
| Parsons Timothy | Executive VP & COO | 245,646 | Jan 3, 2023 | 0 |
| Mulloy Scott | EVP and CIO | 233,276 | Jan 3, 2023 | 0 |
| Dahlman Nora | EVP Gen Couns and Corp Sec | 292,354 | Jul 5, 2022 | 0 |
| Shea Kenneth | Director | 41,104 | Jun 10, 2022 | 0 |
| Siegel Joshua S. | Director | 41,104 | Jun 10, 2022 | 0 |
| Ryan Philip K | Director | 41,104 | Jun 10, 2022 | 0 |
| Huynh Toan | Director | 41,104 | Jun 10, 2022 | 0 |
| Nordquist Jennifer | Director | 41,104 | Jun 10, 2022 | 0 |
| Gorgas Jeanette Lee | Director | 41,104 | Jun 10, 2022 | 0 |
| Edinburg Barry | Executive VP and CFO | 157,900 | Sep 13, 2021 | 0 |
| Apollo Principal Holdings A GP, Ltd. | 10% Owner | 7,337,241 | Jul 13, 2021 | 0 |
| APH Holdings, L.P. | 10% Owner | 7,337,241 | Jul 13, 2021 | 0 |
| Spartan Acquisition Sponsor II LLC | 10% Owner | 7,337,241 | Jul 13, 2021 | 0 |
| AP Spartan Energy Holdings II, L.P. | 10% Owner | 7,337,241 | Jul 13, 2021 | 0 |
| Apollo ANRP Advisors III, L.P. | 10% Owner | 7,337,241 | Jul 13, 2021 | 0 |
| Apollo ANRP Capital Management III, LLC | 10% Owner | 7,337,241 | Jul 13, 2021 | 0 |
| Henry Emil W Jr | Director, 10% Owner | 8,437,552Indirect | Jul 13, 2021 | 0 |
| Stice J Michael | Director | 50,000 | Jul 13, 2021 | 0 |
| Wilson Jan C. | Director | 50,000 | Jul 13, 2021 | 0 |
Insider trades
Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 20, 2021 (view filing) | Aug 19 | 1 day | Parsons TimothyExecutive VP & COO | PPurchaseClass A Common Stock | +10.0K | $5.60 | +$56.0K | +15.7%73.6K after | |
| Sep 13, 2021 (view filing) | Sep 10-13 | 3 days | Edinburg BarryExecutive VP and CFO | PPurchaseClass A Common Stock | +75.0K | $5.35 | +$400.9K | +90.5%157.9K after | 2 lots |
| Sep 13, 2021 (view filing) | Sep 10 | 3 days | Potere MatthewChief Executive Officer | PPurchaseClass A Common Stock | +85.0K | $5.41 | +$459.9K | +16.7%595.0K after | |
| Nov 30, 2021 (view filing) | Nov 29 | 1 day | Potere MatthewChief Executive Officer | PPurchaseClass A Common Stock | +20.0K | $4.31 | +$86.2K | +3.4%615.0K after | |
| Dec 2, 2021 (view filing) | Dec 1 | 1 day | Parsons TimothyExecutive VP & COO | PPurchaseClass A Common Stock | +10.0K | $4.18 | +$41.8K | +13.6%83.6K after | |
| Jun 23, 2023 (view filing) | Oct 3, 2022 | 263 daysLate | Potere MatthewChief Executive Officer | PPurchaseClass A Common Stock | +3.76K | $2.66 | +$10.0K | +0.3%1.42M after |