Insiders · BTRS

BTRS insider transactions

BTRS Holdings Inc. (BTRS) Form 4 insider transactions - real-time wire coverage of every officer, director, and 10% owner trade.

BTRS insiders

Everyone who has filed a Form 3, 4, 5 or 144 at BTRS Holdings Inc., latest first. Follow anyone to get their next filing.

• Bain Capital Venture Investors, LLCDirector, 10% owner-$37M
• Matthew C HarrisDirector, 10% owner-$37M
• Andrew J HerningOfficer-$363K
• Mark L ShifkeOfficer+$301K-$1,811
• Robert FarrellDirector
• Lawrence R. IrvingDirector
• John Wicliffe MurrayDirector, since April 2022
• Jeanne O'ConnorOfficer-$388K
• Steven PinadoOfficer-$1.38M
• Aimie Marie KilleenOfficer, since January 2022
• Juli SpottiswoodDirector+$68.2K
• Joe EngOfficer+$655K-$61.4K
• Clare HartDirector+$128K
• Flint A. LaneOfficer, Director, 10% owner+$1.71M
• Charles B. BernickerDirector+$78.3K
• Riverwood Capital Partners II L.P.10% owner-$29M

Recent Form 3, 4, and 5 filings for BTRS

• 1422d
  SEC Form 4: Bain Capital Venture Investors, Llc disposed of 6,578,947 units of Class 1 Common Stock and returned $206,987,112 worth of Class 1 Common Stock to the company (21,788,117 units at $9.50)

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1422d
  SEC Form 4: Harris Matthew C disposed of 6,578,947 units of Class 1 Common Stock and returned $206,987,112 worth of Class 1 Common Stock to the company (21,788,117 units at $9.50)

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1422d
  SEC Form 4: Herning Andrew J returned $2,033,494 worth of Class 1 Common Stock to the company (214,052 units at $9.50), closing all direct ownership in the company to cover withholding tax

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1422d
  SEC Form 4: Shifke Mark L returned $3,903,816 worth of Class 1 Common Stock to the company (410,928 units at $9.50), closing all direct ownership in the company to satisfy tax liability

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1422d
  SEC Form 4: Farrell Robert returned $530,955 worth of Class 1 Common Stock to the company (55,890 units at $9.50), closing all direct ownership in the company (for withholding tax)

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1422d
  SEC Form 4: Irving Lawrence R. returned $530,955 worth of Class 1 Common Stock to the company (55,890 units at $9.50), closing all direct ownership in the company to cover taxes

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1422d
  SEC Form 4: Murray John Wicliffe returned $362,796 worth of Class 1 Common Stock to the company (38,189 units at $9.50), closing all direct ownership in the company

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1422d
  SEC Form 4: O'Connor Jeanne returned $2,077,906 worth of Class 1 Common Stock to the company (218,727 units at $9.50), closing all direct ownership in the company (for tax liability)

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1422d
  SEC Form 4: Pinado Steven returned $4,827,425 worth of Class 1 Common Stock to the company (508,150 units at $9.50), closing all direct ownership in the company (tax liability)

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1422d
  SEC Form 4: Killeen Aimie Marie returned $2,097,562 worth of Class 1 Common Stock to the company (220,796 units at $9.50), closing all direct ownership in the company to satisfy tax liability

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1422d
  SEC Form 4: Spottiswood Juli returned $351,557 worth of Class 1 Common Stock to the company (37,006 units at $9.50), closing all direct ownership in the company (tax withholding)

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1422d
  SEC Form 4: Eng Joe returned $4,895,464 worth of Class 1 Common Stock to the company (515,312 units at $9.50), closing all direct ownership in the company to satisfy tax liability

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1422d
  SEC Form 4: Hart Clare returned $410,476 worth of Class 1 Common Stock to the company (43,208 units at $9.50), closing all direct ownership in the company to satisfy withholding tax

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1422d
  SEC Form 4: Lane Flint A. disposed of $62,499,996 worth of Class 1 Common Stock (6,578,947 units at $9.50) and returned $186,009,183 worth of Class 1 Common Stock to the company (19,579,914 units at $9.50), closing all direct ownership in the company (for withholding tax)

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1429d
  SEC Form 4: Killeen Aimie Marie covered exercise/tax liability with 14,313 units of Class 1 Common Stock, decreasing direct ownership by 6% to 220,796 units to satisfy withholding obligation

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1437d
  SEC Form 4: Herning Andrew J exercised 151,697 units of Class 1 Common Stock at a strike of $1.89 and sold $288,114 worth of Class 1 Common Stock (30,456 units at $9.46), increasing direct ownership by 131% to 214,052 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1457d
  SEC Form 4: Herning Andrew J covered exercise/tax liability with 294 units of Class 1 Common Stock, decreasing direct ownership by 0.32% to 92,811 units (tax withholding) (Amendment)

  4/A - BTRS Holdings Inc. (0001774155) (Issuer)
• 1457d
  SEC Form 4: O'Connor Jeanne covered exercise/tax liability with 468 units of Class 1 Common Stock, decreasing direct ownership by 0.21% to 218,727 units to satisfy tax liability (Amendment)

  4/A - BTRS Holdings Inc. (0001774155) (Issuer)
• 1457d
  SEC Form 4: Eng Joe covered exercise/tax liability with 4,221 units of Class 1 Common Stock, decreasing direct ownership by 0.96% to 436,784 units (withholding obligation) (Amendment)

  4/A - BTRS Holdings Inc. (0001774155) (Issuer)
• 1457d
  SEC Form 4: Eng Joe sold $39,888 worth of Class 1 Common Stock (4,221 units at $9.45), decreasing direct ownership by 0.96% to 436,784 units to satisfy withholding obligation

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1457d
  SEC Form 4: O'Connor Jeanne sold $4,423 worth of Class 1 Common Stock (468 units at $9.45), decreasing direct ownership by 0.21% to 218,727 units (withholding obligation)

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1457d
  SEC Form 4: Herning Andrew J sold $2,778 worth of Class 1 Common Stock (294 units at $9.45), decreasing direct ownership by 0.32% to 92,811 units (for tax liability)

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1498d
  SEC Form 4: Murray John Wicliffe was granted 4,045 units of Class 1 Common Stock, increasing direct ownership by 12% to 38,189 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1498d
  SEC Form 4: Irving Lawrence R. was granted 4,045 units of Class 1 Common Stock, increasing direct ownership by 8% to 55,890 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1498d
  SEC Form 4: Spottiswood Juli was granted 4,045 units of Class 1 Common Stock, increasing direct ownership by 12% to 37,006 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1498d
  SEC Form 4: Hart Clare was granted 4,045 units of Class 1 Common Stock, increasing direct ownership by 10% to 43,208 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1498d
  SEC Form 4: Farrell Robert was granted 4,045 units of Class 1 Common Stock, increasing direct ownership by 8% to 55,890 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1503d
  SEC Form 4: Pinado Steven exercised 141,253 units of Class 1 Common Stock at a strike of $2.15 and sold $1,313,653 worth of Class 1 Common Stock (141,253 units at $9.30) as part of a pre-agreed trading plan

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1548d
  SEC Form 4: Shifke Mark L covered exercise/tax liability with 7,944 units of Class 1 Common Stock, decreasing direct ownership by 2% to 410,928 units to satisfy withholding obligation

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1548d
  SEC Form 4: O'Connor Jeanne covered exercise/tax liability with 1,171 units of Class 1 Common Stock, decreasing direct ownership by 0.53% to 219,195 units (tax withholding)

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1590d
  SEC Form 4: Hart Clare was granted 7,425 units of Class 1 Common Stock, increasing direct ownership by 23% to 39,163 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1590d
  SEC Form 4: Murray John Wicliffe was granted 12,376 units of Class 1 Common Stock, increasing direct ownership by 57% to 34,144 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1590d
  SEC Form 4: Spottiswood Juli was granted 7,425 units of Class 1 Common Stock, increasing direct ownership by 29% to 32,961 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1590d
  SEC Form 4: Farrell Robert was granted 7,425 units of Class 1 Common Stock, increasing direct ownership by 17% to 51,845 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1590d
  SEC Form 4: Irving Lawrence R. was granted 7,425 units of Class 1 Common Stock, increasing direct ownership by 17% to 51,845 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1611d
  SEC Form 4: Eng Joe bought $148,362 worth of Class 1 Common Stock (30,590 units at $4.85)

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1622d
  SEC Form 4: Herning Andrew J sold $27,095 worth of Class 1 Common Stock (5,496 units at $4.93) and exercised 15,000 units of Class 1 Common Stock at a strike of $1.77, increasing direct ownership by 11% to 93,105 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1638d
  SEC Form 4: Pinado Steven sold $62,336 worth of Class 1 Common Stock (13,151 units at $4.74), decreasing direct ownership by 3% to 508,150 units (for tax liability)

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1638d
  SEC Form 4: O'Connor Jeanne sold $2,659 worth of Class 1 Common Stock (561 units at $4.74), decreasing direct ownership by 0.25% to 220,366 units (withholding obligation)

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1638d
  SEC Form 4: Herning Andrew J sold $1,735 worth of Class 1 Common Stock (366 units at $4.74), decreasing direct ownership by 0.44% to 83,601 units to satisfy withholding tax

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1638d
  SEC Form 4: Eng Joe sold $21,467 worth of Class 1 Common Stock (4,529 units at $4.74), decreasing direct ownership by 1% to 441,005 units (withholding tax)

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1638d
  SEC Form 4: Shifke Mark L sold $1,811 worth of Class 1 Common Stock (382 units at $4.74), decreasing direct ownership by 0.09% to 418,872 units (tax liability)

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1640d
  SEC Form 4: O'Connor Jeanne exercised 25,190 units of Class 1 Common Stock at a strike of $0.49, increasing direct ownership by 13% to 220,927 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1654d
  SEC Form 3 filed by new insider Murray John Wicliffe

  3 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1680d
  SEC Form 4: Farrell Robert was granted 3,246 units of Class 1 Common Stock, increasing direct ownership by 8% to 44,420 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1680d
  SEC Form 4: Spottiswood Juli was granted 3,246 units of Class 1 Common Stock, increasing direct ownership by 15% to 25,536 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1680d
  SEC Form 4: Hart Clare was granted 3,246 units of Class 1 Common Stock, increasing direct ownership by 11% to 31,738 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1680d
  SEC Form 4: Herning Andrew J was granted 40,988 units of Class 1 Common Stock, increasing direct ownership by 95% to 83,967 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1680d
  SEC Form 4: Irving Lawrence R. was granted 3,246 units of Class 1 Common Stock, increasing direct ownership by 8% to 44,420 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1695d
  SEC Form 4: Herning Andrew J sold $34,919 worth of Class 1 Common Stock (5,000 units at $6.98), decreasing direct ownership by 10% to 42,979 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1702d
  SEC Form 4: Lane Flint A. exercised 180,706 units of Class 1 Common Stock at a strike of $0.49, increasing direct ownership by 1.00% to 18,319,395 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1702d
  SEC Form 4: O'Connor Jeanne covered exercise/tax liability with 873 units of Class 1 Common Stock, decreasing direct ownership by 0.44% to 195,737 units (tax liability)

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1703d
  SEC Form 4: Shifke Mark L covered exercise/tax liability with 7,485 units of Class 1 Common Stock, decreasing direct ownership by 2% to 419,254 units (tax liability)

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1708d
  SEC Form 4: Lane Flint A. was granted 424,448 units of Class 1 Common Stock, increasing direct ownership by 2% to 18,138,689 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1710d
  SEC Form 4: Shifke Mark L was granted 235,109 units of Class 1 Common Stock, increasing direct ownership by 123% to 426,739 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1710d
  SEC Form 4: Eng Joe was granted 156,739 units of Class 1 Common Stock, increasing direct ownership by 54% to 445,534 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1710d
  SEC Form 4: Pinado Steven was granted 391,849 units of Class 1 Common Stock, increasing direct ownership by 303% to 521,301 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1710d
  SEC Form 4: O'Connor Jeanne was granted 156,739 units of Class 1 Common Stock, increasing direct ownership by 393% to 196,610 units

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1752d
  SEC Form 4: Killeen Aimie Marie was granted 235,109 units of Class 1 Common Stock

  4 - BTRS Holdings Inc. (0001774155) (Issuer)
• 1752d
  SEC Form 3 filed by new insider Killeen Aimie Marie

  3 - BTRS Holdings Inc. (0001774155) (Issuer)