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| Exchange: |
N/A |
| Security
Type: |
Common |
| Shares
Out: |
149,180,000 |
| Market
Cap: |
N/A |
| Last
Volume: |
0 |
Avg
Vol: |
0 |
| 52
Week Range: |
$0 - $0 |
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| Level
I Sector: |
N/A |
| Level
II Sector: |
N/A |
| Level
III Sector: |
N/A |
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Member Indexes:
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Rankings:
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| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
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Company Profile BTRS Holdings is a provider of cloud-based software and integrated payment processing solutions that simplify and automate business-to-business (B2B) commerce. Co.'s operations are grouped into two reportable segments: Print, which is primarily responsible for printing customer invoices and optimizing the amount of time and costs associated with billing customers via mail; and Software and Payments, which is primarily operates using software and cloud based services, optimizes electronic invoice presentment, electronic payments, credit decisioning, collections automation, cash application and deduction management, and e-commerce of B2B customers.
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D/I:
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D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
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Forms:
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A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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3m +/-:
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This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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Actions:
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| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
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Download:
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|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
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Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
21,768 |
| Total Buy Value |
$0 |
$0 |
$0 |
$99,915 |
| Total People Bought |
0 |
0 |
0 |
1 |
| Total Buy Transactions |
0 |
0 |
0 |
1 |
| Total Shares Sold |
0 |
0 |
0 |
201,177 |
| Total Sell Value |
$0 |
$0 |
$0 |
$1,765,959 |
| Total People Sold |
0 |
0 |
0 |
5 |
| Total Sell Transactions |
0 |
0 |
0 |
11 |
| End Date |
2024-02-01 |
2023-10-31 |
2023-05-02 |
2022-05-02 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
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|
| 3m +/- |
|
|
Form |
  Spottiswood Juli |
Director |
– • – |
2021-12-03 |
4 |
B |
$6.82 |
$68,200 |
D/D |
10,000 |
19,204 |
2.39 |
- |
|
| Lane Flint A. |
Chief Executive Officer |
• • • |
2021-12-03 |
4 |
B |
$6.84 |
$235,200 |
D/D |
34,386 |
17,648,627 |
3.23 |
- |
|
| Shifke Mark L |
Chief Financial Officer |
• – – |
2021-11-17 |
4 |
D |
$8.82 |
$4,375 |
D/D |
(496) |
191,630 |
|
- |
|
| Pinado Steven |
President |
• – – |
2021-11-17 |
4 |
D |
$8.82 |
$92,804 |
D/D |
(10,522) |
129,452 |
|
- |
|
| Herning Andrew J |
Senior Vice President, Finance |
• – – |
2021-11-17 |
4 |
S |
$8.82 |
$3,731 |
D/D |
(423) |
39,979 |
|
- |
|
| Oconnor Jeanne |
Chief Talent Officer |
• – – |
2021-11-17 |
4 |
D |
$8.82 |
$5,010 |
D/D |
(568) |
39,871 |
|
- |
|
| Eng Joe |
Chief Information Officer |
• – – |
2021-11-17 |
4 |
D |
$8.82 |
$39,223 |
D/D |
(4,447) |
288,795 |
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- |
|
| Spottiswood Juli |
Director |
– • – |
2021-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,281 |
9,204 |
|
- |
|
| Irving Lawrence R. |
Director |
– • – |
2021-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,281 |
38,088 |
|
- |
|
| Hart Clare |
Director |
– • – |
2021-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,281 |
25,406 |
|
- |
|
| Farrell Robert |
Director |
– • – |
2021-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,281 |
38,088 |
|
- |
|
| Oconnor Jeanne |
Chief Talent Officer |
• – – |
2021-09-14 |
4/A |
S |
$10.02 |
$109,729 |
D/D |
(10,951) |
40,439 |
|
- |
|
| Oconnor Jeanne |
Chief Talent Officer |
• – – |
2021-09-14 |
4/A |
OE |
$0.49 |
$5,366 |
D/D |
10,951 |
51,390 |
|
- |
|
| Oconnor Jeanne |
Chief Talent Officer |
• – – |
2021-09-14 |
4 |
S |
$10.02 |
$109,729 |
D/D |
(10,951) |
29,488 |
|
- |
|
| Shifke Mark L |
Chief Financial Officer |
• – – |
2021-09-14 |
4 |
B |
$10.15 |
$13,368 |
D/D |
1,317 |
192,126 |
2.74 |
- |
|
| Lane Flint A. |
Chief Executive Officer |
• • • |
2021-09-14 |
4 |
B |
$10.13 |
$257,545 |
D/D |
25,424 |
17,614,217 |
3.23 |
- |
|
| Eng Joe |
Chief Information Officer |
• – – |
2021-09-13 |
4 |
B |
$10.56 |
$506,225 |
I/I |
47,938 |
47,938 |
1.99 |
- |
|
| Shifke Mark L |
Chief Financial Officer |
• – – |
2021-09-13 |
4 |
B |
$10.13 |
$288,047 |
D/D |
28,435 |
190,809 |
2.74 |
- |
|
| Lane Flint A. |
Chief Executive Officer |
• • • |
2021-09-13 |
4 |
B |
$10.14 |
$756,201 |
D/D |
74,576 |
17,588,793 |
3.23 |
- |
|
| Oconnor Jeanne |
Chief Talent Officer |
• – – |
2021-09-02 |
4 |
S |
$11.50 |
$161,564 |
D/D |
(14,049) |
40,439 |
|
- |
|
| Agarwal Ajay |
10% Owner |
– – • |
2021-07-06 |
4 |
S |
$11.73 |
$36,969,837 |
I/I |
(3,151,895) |
28,367,064 |
|
- |
|
| Riverwood Capital Partners Ii (parallel-B) L.p. |
10% Owner |
– – • |
2021-07-06 |
4 |
S |
$11.73 |
$29,024,858 |
I/I |
(2,474,539) |
14,245,740 |
|
- |
|
| Harris Matthew C |
Director |
– • • |
2021-07-06 |
4 |
S |
$11.73 |
$36,969,837 |
I/I |
(3,151,895) |
28,367,064 |
|
- |
|
| Bernicker Charles B. |
Director |
– • – |
2021-07-06 |
4 |
S |
$11.73 |
$6,451,170 |
D/D |
(550,000) |
374,522 |
|
- |
|
| Farrell Robert |
Director |
– • – |
2021-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,930 |
35,807 |
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- |
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134 Records found
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Page 4 of 6 |
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