Btrs Holdings Inc (BTRS)

Sector:
FINANCE
Industry:
GENERAL FINANCE
SIC:
SERVICES-COMPUTER PROGRAMMING SERVICES
CEO:
Flint A. Lane
Employees:
690
1009 LENOX DRIVE, SUITE 101, LAWRENCEVILLE, NJ 08648
610-592-7228

BTRS Holdings Inc. provides cloud-based software and integrated payment processing solutions that automates business-to-business commerce. The company offers solutions that span credit decisioning and monitoring, online ordering, invoicing, cash application, and collections.

Data derived from most recent annual or quarterly report
Market Cap 1.563 Billion Shares Outstanding164.718 Million Avg 30-day Volume 1.416 Million
P/E Ratio0.0 Dividend Yield0.0 EPS-0.23
Price to Revenue7.1666 Debt to Equity0.0 EBITDA-62.475 Million
Price to Book Value4.2667 Operating Margin-40.3792 Enterprise Value1.066 Billion
Current Ratio2.497 EPS Growth-0.577 Quick Ratio2.13
1 Yr BETA 1.786 52-week High/Low 9.51 / 3.95 Profit Margin-39.6432
Operating Cash Flow Growth-1453.1029 Altman Z-Score4.0274 Free Cash Flow to Firm -142 Million
Earnings Report2023-02-28
View SEC Filings from BTRS instead.

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Funds Holding BTRS (via 13F filings)

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Mutual Funds Holding BTRS

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

30.5 Thousand total shares from 1 transactions

Exercise Derivative Conversion (M)

151.7 Thousand total shares from 3 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

BAIN CAPITAL VENTURE INVESTORS, LLC

BAIN CAPITAL VENTURE FUND 2012, L.P.

BAIN CAPITAL VENTURE PARTNERS 2012, L.P.

BCIP VENTURE ASSOCIATES

BCIP VENTURE ASSOCIATES-B

SALEM ENRIQUE T

AGARWAL AJAY

  • Director
  • 10% Owner
0 2022-12-16 1

HART CLARE

  • Director
0 2022-12-16 2

IRVING LAWRENCE R.

  • Director
0 2022-12-16 2

SHIFKE MARK L CHIEF FINANCIAL OFFICER

  • Officer
0 2022-12-16 4

FARRELL ROBERT

  • Director
0 2022-12-16 2

SPOTTISWOOD JULI

  • Director
0 2022-12-16 2

HERNING ANDREW J SENIOR VICE PRESIDENT, FINANCE

  • Officer
0 2022-12-16 7

HARRIS MATTHEW C

  • Director
  • 10% Owner
0 2022-12-16 1

KILLEEN AIMIE MARIE CHIEF LEGAL OFFICER

  • Officer
0 2022-12-16 2

PINADO STEVEN PRESIDENT

  • Officer
0 2022-12-16 4

LANE FLINT A. CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
  • 10% Owner
19,579,914 2022-12-16 3

ENG JOE CHIEF INFORMATION OFFICER

  • Officer
0 2022-12-16 5

O'CONNOR JEANNE CHIEF TALENT OFFICER

  • Officer
0 2022-12-16 7

MURRAY JOHN WICLIFFE

  • Director
0 2022-12-16 3

BERNICKER CHARLES B.

  • Director
384,522 2021-12-13 0

RIVERWOOD CAPITAL PARTNERS II L.P.

RIVERWOOD CAPITAL GP II LTD.

RIVERWOOD CAPITAL II L.P.

RIVERWOOD CAPITAL PARTNERS II (PARALLEL-B) L.P.

  • 10% Owner
No longer subject to file 2021-07-06 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

FARRELL ROBERT - Director

2022-12-20 18:56:07 -0500 2022-12-16 D 63,247 d 0 direct

O'CONNOR JEANNE - Officer CHIEF TALENT OFFICER

2022-12-20 18:52:46 -0500 2022-12-16 D 18,070 d 0 direct

O'CONNOR JEANNE - Officer CHIEF TALENT OFFICER

2022-12-20 18:52:46 -0500 2022-12-16 D 36,141 d 0 direct

O'CONNOR JEANNE - Officer CHIEF TALENT OFFICER

2022-12-20 18:52:46 -0500 2022-12-16 D 6,107 d 0 direct

O'CONNOR JEANNE - Officer CHIEF TALENT OFFICER

2022-12-20 18:52:46 -0500 2022-12-16 D 18,070 d 0 direct

O'CONNOR JEANNE - Officer CHIEF TALENT OFFICER

2022-12-20 18:52:46 -0500 2022-12-16 D 180,706 d 0 direct

O'CONNOR JEANNE - Officer CHIEF TALENT OFFICER

2022-12-20 18:52:46 -0500 2022-12-16 D 72,282 d 0 direct

O'CONNOR JEANNE - Officer CHIEF TALENT OFFICER

2022-12-20 18:52:46 -0500 2022-12-16 D 375,000 d 0 direct

MURRAY JOHN WICLIFFE - Director

2022-12-20 18:53:51 -0500 2022-12-16 D 38,189 $9.50 d 0 direct

IRVING LAWRENCE R. - Director

2022-12-20 18:54:48 -0500 2022-12-16 D 55,890 $9.50 d 0 direct

IRVING LAWRENCE R. - Director

2022-12-20 18:54:48 -0500 2022-12-16 D 63,247 d 0 direct

IRVING LAWRENCE R. - Director

2022-12-20 18:54:48 -0500 2022-12-16 D 144,565 d 0 direct

IRVING LAWRENCE R. - Director

2022-12-20 18:54:48 -0500 2022-12-16 D 41,779 d 0 direct

IRVING LAWRENCE R. - Director

2022-12-20 18:54:48 -0500 2022-12-16 D 29,498 d 0 direct

FARRELL ROBERT - Director

2022-12-20 18:56:07 -0500 2022-12-16 D 55,890 $9.50 d 0 direct

FARRELL ROBERT - Director

2022-12-20 18:56:07 -0500 2022-12-16 D 144,565 d 0 direct

O'CONNOR JEANNE - Officer CHIEF TALENT OFFICER

2022-12-20 18:52:46 -0500 2022-12-16 D 218,727 $9.50 d 0 direct

FARRELL ROBERT - Director

2022-12-20 18:56:07 -0500 2022-12-16 D 41,779 d 0 direct

FARRELL ROBERT - Director

2022-12-20 18:56:07 -0500 2022-12-16 D 29,498 d 0 direct

SHIFKE MARK L - Officer CHIEF FINANCIAL OFFICER

2022-12-20 18:57:21 -0500 2022-12-16 D 410,928 $9.50 d 0 direct

SHIFKE MARK L - Officer CHIEF FINANCIAL OFFICER

2022-12-20 18:57:21 -0500 2022-12-16 D 1,391,441 d 0 direct

SHIFKE MARK L - Officer CHIEF FINANCIAL OFFICER

2022-12-20 18:57:21 -0500 2022-12-16 D 36,719 d 0 direct

SHIFKE MARK L - Officer CHIEF FINANCIAL OFFICER

2022-12-20 18:57:21 -0500 2022-12-16 D 216,847 d 0 direct

SHIFKE MARK L - Officer CHIEF FINANCIAL OFFICER

2022-12-20 18:57:21 -0500 2022-12-16 D 750,000 d 0 direct

HERNING ANDREW J - Officer SENIOR VICE PRESIDENT, FINANCE

2022-12-20 18:58:35 -0500 2022-12-16 D 214,052 $9.50 d 0 direct

HERNING ANDREW J - Officer SENIOR VICE PRESIDENT, FINANCE

2022-12-20 18:58:35 -0500 2022-12-16 D 27,107 d 0 direct

HERNING ANDREW J - Officer SENIOR VICE PRESIDENT, FINANCE

2022-12-20 18:58:35 -0500 2022-12-16 D 125,000 d 0 direct

HERNING ANDREW J - Officer SENIOR VICE PRESIDENT, FINANCE

2022-12-20 18:58:35 -0500 2022-12-16 D 83,125 d 0 direct

HARRIS MATTHEW C - Director - > 10% Owner see footnote

2022-12-20 20:41:53 -0500 2022-12-16 J 6,578,947 d 21,788,117 indirect

HARRIS MATTHEW C - Director - > 10% Owner see footnote

2022-12-20 20:41:53 -0500 2022-12-16 D 21,788,117 $9.50 d 0 indirect

BAIN CAPITAL VENTURE INVESTORS, LLC - Director - > 10% Owner see footnotes

BAIN CAPITAL VENTURE FUND 2012, L.P. - Director - > 10% Owner see footnotes

BAIN CAPITAL VENTURE PARTNERS 2012, L.P. - Director - > 10% Owner see footnotes

BCIP VENTURE ASSOCIATES - Director - > 10% Owner see footnotes

BCIP VENTURE ASSOCIATES-B - Director - > 10% Owner see footnotes

SALEM ENRIQUE T - Director - > 10% Owner see footnotes

AGARWAL AJAY - Director - > 10% Owner see footnotes

2022-12-20 20:42:40 -0500 2022-12-16 J 6,578,947 d 21,788,117 indirect

BAIN CAPITAL VENTURE INVESTORS, LLC - Director - > 10% Owner see footnotes

BAIN CAPITAL VENTURE FUND 2012, L.P. - Director - > 10% Owner see footnotes

BAIN CAPITAL VENTURE PARTNERS 2012, L.P. - Director - > 10% Owner see footnotes

BCIP VENTURE ASSOCIATES - Director - > 10% Owner see footnotes

BCIP VENTURE ASSOCIATES-B - Director - > 10% Owner see footnotes

SALEM ENRIQUE T - Director - > 10% Owner see footnotes

AGARWAL AJAY - Director - > 10% Owner see footnotes

2022-12-20 20:42:40 -0500 2022-12-16 D 21,788,117 $9.50 d 0 indirect

PINADO STEVEN - Officer PRESIDENT

2022-12-20 18:51:45 -0500 2022-12-16 D 750,000 d 0 direct

LANE FLINT A. - Director - Officer - > 10% Owner CHIEF EXECUTIVE OFFICER

2022-12-20 18:45:16 -0500 2022-12-16 J 4,619,080 $9.50 d 13,700,315 direct

LANE FLINT A. - Director - Officer - > 10% Owner CHIEF EXECUTIVE OFFICER by grat

2022-12-20 18:45:16 -0500 2022-12-16 J 1,959,867 $9.50 d 5,879,599 indirect

LANE FLINT A. - Director - Officer - > 10% Owner CHIEF EXECUTIVE OFFICER

2022-12-20 18:45:16 -0500 2022-12-16 D 13,700,315 $9.50 d 0 direct

LANE FLINT A. - Director - Officer - > 10% Owner CHIEF EXECUTIVE OFFICER by grat

2022-12-20 18:45:16 -0500 2022-12-16 D 5,879,599 $9.50 d 0 indirect

LANE FLINT A. - Director - Officer - > 10% Owner CHIEF EXECUTIVE OFFICER

2022-12-20 18:45:16 -0500 2022-12-16 D 62,647 d 0 direct

LANE FLINT A. - Director - Officer - > 10% Owner CHIEF EXECUTIVE OFFICER

2022-12-20 18:45:16 -0500 2022-12-16 D 89,146 d 0 direct

LANE FLINT A. - Director - Officer - > 10% Owner CHIEF EXECUTIVE OFFICER

2022-12-20 18:45:16 -0500 2022-12-16 D 361,413 d 0 direct

LANE FLINT A. - Director - Officer - > 10% Owner CHIEF EXECUTIVE OFFICER

2022-12-20 18:45:16 -0500 2022-12-16 D 1,000,000 d 0 direct

HART CLARE - Director

2022-12-20 18:46:27 -0500 2022-12-16 D 43,208 $9.50 d 0 direct

HART CLARE - Director

2022-12-20 18:46:27 -0500 2022-12-16 D 41,779 d 0 direct

HART CLARE - Director

2022-12-20 18:46:27 -0500 2022-12-16 D 29,498 d 0 direct

ENG JOE - Officer CHIEF INFORMATION OFFICER spousal trust

2022-12-20 18:48:14 -0500 2022-12-16 D 78,528 $9.50 d 0 indirect

PINADO STEVEN - Officer PRESIDENT

2022-12-20 18:51:45 -0500 2022-12-16 D 19,769 d 0 direct

PINADO STEVEN - Officer PRESIDENT

2022-12-20 18:51:45 -0500 2022-12-16 D 1,553,774 d 0 direct

PINADO STEVEN - Officer PRESIDENT

2022-12-20 18:51:45 -0500 2022-12-16 D 508,150 $9.50 d 0 direct

KILLEEN AIMIE MARIE - Officer CHIEF LEGAL OFFICER

2022-12-20 18:50:43 -0500 2022-12-16 D 220,796 $9.50 d 0 direct

SPOTTISWOOD JULI - Director

2022-12-20 18:49:48 -0500 2022-12-16 D 14,456 d 0 direct

SPOTTISWOOD JULI - Director

2022-12-20 18:49:48 -0500 2022-12-16 D 37,006 $9.50 d 0 direct

ENG JOE - Officer CHIEF INFORMATION OFFICER

2022-12-20 18:48:14 -0500 2022-12-16 D 375,000 d 0 direct

ENG JOE - Officer CHIEF INFORMATION OFFICER

2022-12-20 18:48:14 -0500 2022-12-16 D 1,264,946 d 0 direct

ENG JOE - Officer CHIEF INFORMATION OFFICER

2022-12-20 18:48:14 -0500 2022-12-16 D 33,900 d 0 direct

ENG JOE - Officer CHIEF INFORMATION OFFICER

2022-12-20 18:48:14 -0500 2022-12-16 D 436,784 $9.50 d 0 direct

KILLEEN AIMIE MARIE - Officer CHIEF LEGAL OFFICER

2022-12-13 16:42:36 -0500 2022-12-09 F 14,313 $9.46 d 220,796 direct -0.1053 0.0 1 -0.1053 2

HERNING ANDREW J - Officer SENIOR VICE PRESIDENT, FINANCE

2022-12-05 17:12:57 -0500 2022-12-01 M 106,608 $1.77 a 199,419 direct -0.1056 0.2112 0.2112 6 -0.1056 2

HERNING ANDREW J - Officer SENIOR VICE PRESIDENT, FINANCE

2022-12-05 17:12:57 -0500 2022-12-01 M 7,914 d 0 direct

HERNING ANDREW J - Officer SENIOR VICE PRESIDENT, FINANCE

2022-12-05 17:12:57 -0500 2022-12-01 M 37,175 d 27,107 direct

HERNING ANDREW J - Officer SENIOR VICE PRESIDENT, FINANCE

2022-12-05 17:12:57 -0500 2022-12-01 M 106,608 d 0 direct

HERNING ANDREW J - Officer SENIOR VICE PRESIDENT, FINANCE

2022-12-05 17:12:57 -0500 2022-12-01 S 30,456 $9.46 d 214,052 direct -0.1056 0.2112 0.2112 6 -0.1056 2

HERNING ANDREW J - Officer SENIOR VICE PRESIDENT, FINANCE

2022-12-05 17:12:57 -0500 2022-12-01 M 7,914 $2.19 a 244,508 direct -0.1056 0.2112 0.2112 6 -0.1056 2

HERNING ANDREW J - Officer SENIOR VICE PRESIDENT, FINANCE

2022-12-05 17:12:57 -0500 2022-12-01 M 37,175 $2.19 a 236,594 direct -0.1056 0.2112 0.2112 6 -0.1056 2

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 22:15:03 UTC 3.8902 0.4298 1300000
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 21:45:03 UTC 3.8902 0.4298 1300000
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 21:15:03 UTC 3.8902 0.4298 1300000
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 20:45:03 UTC 3.8902 0.4298 1300000
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 20:15:05 UTC 3.8902 0.4298 1300000
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 19:45:04 UTC 3.8902 0.4298 1300000
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 19:15:03 UTC 3.8902 0.4298 1300000
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 18:45:04 UTC 3.8902 0.4298 1300000
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 18:15:04 UTC 3.8902 0.4298 1300000
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 17:45:03 UTC 3.8902 0.4298 1300000
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 17:15:06 UTC 3.8902 0.4298 1300000
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 16:45:04 UTC 3.8902 0.4298 1300000
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 16:15:03 UTC 3.8902 0.4298 1300000
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 15:45:03 UTC 3.8902 0.4298 1300000
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 15:15:03 UTC 3.8902 0.4298 1300000
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 14:45:03 UTC 3.3902 0.4298 1300000
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 14:15:03 UTC 3.3902 0.4298 1300000
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 13:45:03 UTC 3.3902 0.4298 1300000
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 13:15:03 UTC 3.3902 0.4298 1400000
BTRS HOLDINGS INC-CL 1 BTRS 2022-12-16 12:45:04 UTC 3.3902 0.4298 1400000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin

No recent transactions

*** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

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