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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 |
|
| Level
I Sector: |
N/A |
| Level
II Sector: |
N/A |
| Level
III Sector: |
N/A |
|
Member Indexes:
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Rankings:
|
|
| 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
|
|
|
| 3m +/- |
|
|
Form |
  Spottiswood Juli |
Director |
– • – |
2021-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,930 |
6,923 |
|
- |
|
| Hart Clare |
Director |
– • – |
2021-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,930 |
23,125 |
|
- |
|
| Irving Lawrence R. |
Director |
– • – |
2021-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,930 |
35,807 |
|
- |
|
| Herning Andrew J |
Senior Vice President, Finance |
• – – |
2021-05-28 |
4 |
S |
$14.15 |
$49,525 |
D/D |
(3,500) |
40,402 |
|
- |
|
| Herning Andrew J |
Senior Vice President, Finance |
• – – |
2021-05-28 |
4 |
OE |
$1.77 |
$6,195 |
D/D |
3,500 |
43,902 |
|
- |
|
| Herning Andrew J |
Senior Vice President, Finance |
• – – |
2021-05-26 |
4 |
S |
$13.90 |
$69,500 |
D/D |
(5,000) |
40,402 |
|
- |
|
| Herning Andrew J |
Senior Vice President, Finance |
• – – |
2021-05-26 |
4 |
OE |
$1.77 |
$8,850 |
D/D |
5,000 |
45,402 |
|
- |
|
| Herning Andrew J |
Senior Vice President, Finance |
• – – |
2021-05-19 |
4 |
S |
$12.28 |
$5,121 |
D/D |
(417) |
40,402 |
|
- |
|
| Hart Clare |
Director |
– • – |
2021-05-18 |
4 |
B |
$12.83 |
$128,300 |
D/D |
10,000 |
21,195 |
2.39 |
- |
|
| Shifke Mark L |
Chief Financial Officer |
• – – |
2021-05-17 |
4 |
D |
$12.34 |
$4,257 |
D/D |
(345) |
162,374 |
|
- |
|
| Pinado Steven |
President |
• – – |
2021-05-17 |
4 |
D |
$12.34 |
$129,792 |
D/D |
(10,518) |
139,974 |
|
- |
|
| Lane Flint A. |
Chief Executive Officer |
• • • |
2021-05-17 |
4 |
D |
$12.34 |
$30,097 |
D/D |
(2,439) |
17,514,217 |
|
- |
|
| Eng Joe |
Chief Information Officer |
• – – |
2021-05-17 |
4 |
D |
$12.34 |
$54,864 |
D/D |
(4,446) |
293,242 |
|
- |
|
| Oconnor Jeanne |
Chief Talent Officer |
• – – |
2021-05-17 |
4 |
D |
$12.34 |
$8,058 |
D/D |
(653) |
54,488 |
|
- |
|
| Lane Flint A. |
Chief Executive Officer |
• • • |
2021-02-10 |
4 |
A |
$0.00 |
$0 |
D/D |
75,738 |
17,544,883 |
|
- |
|
| Oconnor Jeanne |
Chief Talent Officer |
• – – |
2021-02-10 |
4 |
A |
$0.00 |
$0 |
D/D |
40,112 |
60,155 |
|
- |
|
| Herning Andrew J |
Senior Vice President, Finance |
• – – |
2021-02-10 |
4 |
A |
$0.00 |
$0 |
D/D |
32,026 |
48,060 |
|
- |
|
| Shifke Mark L |
Chief Financial Officer |
• – – |
2021-02-10 |
4 |
A |
$0.00 |
$0 |
D/D |
179,548 |
179,548 |
|
- |
|
| Eng Joe |
Chief Information Officer |
• – – |
2021-02-10 |
4 |
A |
$0.00 |
$0 |
D/D |
141,764 |
302,107 |
|
- |
|
| Pinado Steven |
President |
• – – |
2021-02-10 |
4 |
A |
$0.00 |
$0 |
D/D |
187,164 |
191,172 |
|
- |
|
| Herning Andrew J |
Senior Vice President, Finance |
• – – |
2021-01-12 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
16,034 |
|
- |
|
| Harris Matthew C |
Director |
– • • |
2021-01-12 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
31,518,953 |
|
- |
|
| Riverwood Capital Partners Ii (parallel-B) L.p. |
10% Owner |
– – • |
2021-01-12 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
16,720,275 |
|
- |
|
| Agarwal Ajay |
10% Owner |
– – • |
2021-01-12 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
31,518,953 |
|
- |
|
| Eng Joe |
Chief Information OfficerOffic |
• – – |
2021-01-12 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
160,343 |
|
- |
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134 Records found
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Page 5 of 6 |
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