{"schema_version":"secwatch.filing_event.v1","accession":"0001213900-24-011151","form_type":"8-K","ticker":null,"cik":"0001725872","company_name":"BM Technologies, Inc.","filed_at":"2024-02-07T23:59:59+00:00","discovered_at":"2026-05-14T18:03:25.272724+00:00","generated_at":"2026-06-06T07:07:21.392753+00:00","sec_items":["5.02","7.01","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"BM Technologies appoints Ajay Asija as CFO effective April 1, 2024, succeeding James Dullinger","bullets":["CFO James Dullinger leaves March 31, 2024; Ajay Asija appointed Deputy CFO now, CFO on April 1, 2024.","Asija receives 300K RSUs (50% time-based, 50% performance-based) tied to market cap and Core EBITDA targets.","CEO Sidhu and President Donahue cancel unvested performance-based RSUs from 2021; new RSUs with modified criteria."],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-24-011151","json":"https://secwatch.observer/filing/0001213900-24-011151.json","markdown":"https://secwatch.observer/filing/0001213900-24-011151.md","text":"https://secwatch.observer/filing/0001213900-24-011151.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1725872/000121390024011151/0001213900-24-011151-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1725872/000121390024011151/ea193045-8k_bmtech.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T07:07:21.392753+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"0300a90a85","claim":"Ajay Asija was appointed as Deputy Chief Financial Officer at BM Technologies, Inc..","evidence_excerpt":"the Company's Board of Directors (the \"Board\") appointed Ajay Asija to serve as Deputy Chief Financial Officer of the Company, effective as of February 5, 2024","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1725872/000121390024011151/0001213900-24-011151-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Deputy Chief Financial Officer"}],"fact_type":"executive_change"},{"claim_id":"2b3ab4ed13","claim":"James Dullinger was terminated as Chief Financial Officer at BM Technologies, Inc..","evidence_excerpt":"Accordingly, the Dullinger Employment Agreement expires by its terms on March 31, 2024 (the \"Expiration Date\") and Mr. Dullinger's employment as Chief Financial Officer of the Company will terminate as of the Expiration Date.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1725872/000121390024011151/0001213900-24-011151-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"terminated"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"},{"claim_id":"592af01185","claim":"Ajay Asija was appointed as Chief Financial Officer at BM Technologies, Inc..","evidence_excerpt":"thereafter as Chief Financial Officer of the Company, effective as of April 1, 2024","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1725872/000121390024011151/0001213900-24-011151-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}