- BMTX Dashboard
- Financials
- Filings
-
Holdings
- Transcripts
- ETFs
- Insider
- Institutional
- Shorts
-
SC 13G/A Filing
BM (BMTX) SC 13G/ABM / M3 PARTNERS ownership change
Filed: 13 Feb 25, 12:42pm
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) |
01/31/2025 (Date of Event Which Requires Filing of this Statement) |
Check the appropriate box to designate the rule pursuant to which this Schedule is filed: |
![]() |
![]() |
![]() |
SCHEDULE 13G |
CUSIP No. | 05591L107 |
1 | Names of Reporting Persons M3 Funds, LLC | ||||||||
2 | Check the appropriate box if a member of a Group (see
instructions) ![]() ![]() | ||||||||
3 | Sec Use Only | ||||||||
4 | Citizenship or Place of Organization DELAWARE | ||||||||
Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
9 | Aggregate Amount Beneficially Owned by Each Reporting
Person 0.00 | ||||||||
10 | Check box if the aggregate amount in row (9) excludes
certain shares (See Instructions) ![]() | ||||||||
11 | Percent of class represented by amount in row (9) 0 % | ||||||||
12 | Type of Reporting Person (See Instructions) OO |
SCHEDULE 13G |
CUSIP No. | 05591L107 |
1 | Names of Reporting Persons M3 Partners, LP | ||||||||
2 | Check the appropriate box if a member of a Group (see
instructions) ![]() ![]() | ||||||||
3 | Sec Use Only | ||||||||
4 | Citizenship or Place of Organization DELAWARE | ||||||||
Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
9 | Aggregate Amount Beneficially Owned by Each Reporting
Person 0.00 | ||||||||
10 | Check box if the aggregate amount in row (9) excludes
certain shares (See Instructions) ![]() | ||||||||
11 | Percent of class represented by amount in row (9) 0 % | ||||||||
12 | Type of Reporting Person (See Instructions) PN |
SCHEDULE 13G |
CUSIP No. | 05591L107 |
1 | Names of Reporting Persons M3F, Inc. | ||||||||
2 | Check the appropriate box if a member of a Group (see
instructions) ![]() ![]() | ||||||||
3 | Sec Use Only | ||||||||
4 | Citizenship or Place of Organization UTAH | ||||||||
Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
9 | Aggregate Amount Beneficially Owned by Each Reporting
Person 0.00 | ||||||||
10 | Check box if the aggregate amount in row (9) excludes
certain shares (See Instructions) ![]() | ||||||||
11 | Percent of class represented by amount in row (9) 0 % | ||||||||
12 | Type of Reporting Person (See Instructions) IA, CO |
SCHEDULE 13G |
CUSIP No. | 05591L107 |
1 | Names of Reporting Persons Jason A. Stock | ||||||||
2 | Check the appropriate box if a member of a Group (see
instructions) ![]() ![]() | ||||||||
3 | Sec Use Only | ||||||||
4 | Citizenship or Place of Organization UNITED STATES | ||||||||
Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
9 | Aggregate Amount Beneficially Owned by Each Reporting
Person 0.00 | ||||||||
10 | Check box if the aggregate amount in row (9) excludes
certain shares (See Instructions) ![]() | ||||||||
11 | Percent of class represented by amount in row (9) 0 % | ||||||||
12 | Type of Reporting Person (See Instructions) IN |
SCHEDULE 13G |
CUSIP No. | 05591L107 |
1 | Names of Reporting Persons William C. Waller | ||||||||
2 | Check the appropriate box if a member of a Group (see
instructions) ![]() ![]() | ||||||||
3 | Sec Use Only | ||||||||
4 | Citizenship or Place of Organization UNITED STATES | ||||||||
Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
9 | Aggregate Amount Beneficially Owned by Each Reporting
Person 0.00 | ||||||||
10 | Check box if the aggregate amount in row (9) excludes
certain shares (See Instructions) ![]() | ||||||||
11 | Percent of class represented by amount in row (9) 0 % | ||||||||
12 | Type of Reporting Person (See Instructions) IN |
SCHEDULE 13G |
Item 1. | ||
(a) | Name of issuer: BM Technologies, Inc. | |
(b) | Address of issuer's principal executive
offices: 201 King of Prussia Road, Suite 650, Wayne, PA 19087 | |
Item 2. | ||
(a) | Name of person filing: M3 Funds, LLC
M3 Partners, LP
M3F, Inc.
Jason A. Stock
William C. Waller | |
(b) | Address or principal business office or, if
none, residence: For all persons filing, 2070 E 2100 S, Suite 250, Salt Lake City, UT 84109 | |
(c) | Citizenship: M3 Funds, LLC is a Delaware limited liability company
M3 Partners, LP is a Delaware limited partnership
M3F, Inc. is a Utah corporation
Mr. Stock and Mr. Waller are United States citizens | |
(d) | Title of class of securities: Common Stock | |
(e) | CUSIP No.: 05591L107 | |
Item 3. | If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: | |
(a) | ![]() | |
(b) | ![]() | |
(c) | ![]() | |
(d) | ![]() | |
(e) | ![]() | |
(f) | ![]() | |
(g) | ![]() | |
(h) | ![]() | |
(i) | ![]() | |
(j) | ![]() please specify the type of institution: | |
(k) | ![]() | |
Item 4. | Ownership | |
(a) | Amount beneficially owned: The responses of each Reporting Person to row 9 of the cover pages of this Schedule 13G are incorporated by reference into this Item 4.
All of the reported shares are owned directly by M3 Partners, L.P. ("M3 Partners"), whose general partner is M3 Funds, LLC (the "General Partner") and whose investment adviser is M3F, Inc. (the "Investment Adviser"). The General Partner and the Investment Adviser could each be deemed to be indirect beneficial owners of the reported shares, and could be deemed to share such beneficial ownership with M3 Partners.
Jason A. Stock and William C. Waller are the managers of the General Partner and the managing directors of the Investment Adviser, and could be deemed to share such indirect beneficial ownership with the General Partner, the Investment Adviser and M3 Partners. | |
(b) | Percent of class: The responses of each Reporting Person to row 11 of the cover pages of this Schedule 13G are incorporated by reference into this Item 4. % | |
(c) | Number of shares as to which the person has: | |
(i) Sole power to vote or to direct the vote: The responses of each Reporting Person to row 5 of the cover pages of this Schedule 13G are incorporated by reference into this Item 4. | ||
(ii) Shared power to vote or to direct the
vote: The responses of each Reporting Person to row 6 of the cover pages of this Schedule 13G are incorporated by reference into this Item 4. | ||
(iii) Sole power to dispose or to direct the
disposition of: The responses of each Reporting Person to row 7 of the cover pages of this Schedule 13G are incorporated by reference into this Item 4. | ||
(iv) Shared power to dispose or to direct the
disposition of: The responses of each Reporting Person to row 8 of the cover pages of this Schedule 13G are incorporated by reference into this Item 4. | ||
Item 5. | Ownership of 5 Percent or Less of a Class. | |
![]() | ||
Item 6. | Ownership of more than 5 Percent on Behalf of Another Person. | |
If any other person is known to have the right to receive or the power to direct
the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to
that effect should be included in response to this item and, if such interest relates to more
than 5 percent of the class, such person should be identified. A listing of the shareholders of
an investment company registered under the Investment Company Act of 1940 or the beneficiaries
of employee benefit plan, pension fund or endowment fund is not required.
Not applicable. | ||
Item 7. | Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person. | |
If a parent holding company has filed this schedule, pursuant to Rule
13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the
Item 3 classification of the relevant subsidiary. If a parent holding company has filed this
schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the
identification of the relevant subsidiary.
Not applicable. | ||
Item 8. | Identification and Classification of Members of the Group. | |
If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(J), so
indicate under Item 3(j) and attach an exhibit stating the identity and Item 3 classification of
each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or
§240.13d-1(d), attach an exhibit stating the identity of each member of the group.
Not applicable. | ||
Item 9. | Notice of Dissolution of Group. | |
Notice of dissolution of a group may be furnished as an exhibit stating the date
of the dissolution and that all further filings with respect to transactions in the security
reported on will be filed, if required, by members of the group, in their individual capacity.
See Item 5.
Not applicable. |
Item 10. | Certifications: |
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11. |
SIGNATURE | |
After reasonable inquiry and to the
best of my knowledge and belief, I certify that the information set forth in this statement is
true, complete and correct. |
|
|
|
|
|
|
|
|
|
|