Last 12 months
Inside the activity.
0 purchase rows · 0 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 31, 2025 Filed May 9, 2026 01:56 UTC |
Mendez Terrance ElliotDirector · Director, CEO and CFO
|
OtherSeries B Convertible Preferred Stock · Derivative | 1 | $800.00 Strike: $7.76 | $800.00 |
DisclosureSEC source: 0001493152-26-022074 · ownership.xml · derivative · entry 5 Mendez Terrance Elliot · CIK 0002056682 · Director · Director, CEO and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123 Underlying: Common Stock · 15,844 shares Expires not disclosed F1 · date: This transaction is being reported late due to an inadvertent administrative oversight. F6 · kind: On December 31, 2025, the Issuer redeemed one share of the Reporting Person's Series B Preferred Stock in accordance with the terms of the Series B Preferred Stock's Certificate of Designation. F4 · derivative.expiration_date: The Series B Preferred Stock is perpetual and therefore has no expiration date. Read SEC document |
| December 31, 2025 Filed May 9, 2026 01:57 UTC |
Kay Jeffrey R.Chief Marketing Officer
|
OtherSeries B Convertible Preferred Stock · Derivative | 1 | $800.00 Strike: $7.76 | $800.00 |
DisclosureSEC source: 0001493152-26-022075 · ownership.xml · derivative · entry 4 Kay Jeffrey R. · CIK 0001581143 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61 Underlying: Common Stock · 7,858 shares Expires not disclosed F1 · date: This transaction is being reported late due to an inadvertent administrative oversight. F5 · kind: On December 31, 2025, the Issuer redeemed one share of the Reporting Person's Series B Preferred Stock in accordance with the terms of the Series B Preferred Stock's Certificate of Designation. F3 · derivative.expiration_date: The Series B Preferred Stock is perpetual and therefore has no expiration date. Read SEC document |
| December 31, 2025 Filed May 9, 2026 01:56 UTC |
Regan MichaelChief Inv. & Strat. Officer
|
OtherSeries B Convertible Preferred Stock · Derivative | 1 | $800.00 Strike: $7.76 | $800.00 |
DisclosureSEC source: 0001493152-26-022073 · ownership.xml · derivative · entry 5 Regan Michael · CIK 0002097397 · Chief Inv. & Strat. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61 Underlying: Common Stock · 7,857 shares Expires not disclosed F1 · date: This transaction is being reported late due to an inadvertent administrative oversight. F6 · kind: On December 31, 2025, the Issuer redeemed one share of the Reporting Person's Series B Preferred Stock in accordance with the terms of the Series B Preferred Stock's Certificate of Designation. F4 · derivative.expiration_date: The Series B Preferred Stock is perpetual and therefore has no expiration date. Read SEC document |
| December 31, 2025 Filed May 9, 2026 01:56 UTC |
Carleton RichardDirector
|
OtherSeries B Convertible Preferred Stock · Derivative | 1 | $800.00 Strike: $7.76 | $800.00 |
DisclosureSEC source: 0001493152-26-022072 · ownership.xml · derivative · entry 4 Carleton Richard · CIK 0001935449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11 Underlying: Common Stock · 1,418 shares Expires not disclosed F1 · date: This transaction is being reported late due to an inadvertent administrative oversight. F5 · kind: On December 31, 2025, the Issuer redeemed one share of the Reporting Person's Series B Preferred Stock in accordance with the terms of the Series B Preferred Stock's Certificate of Designation. F3 · derivative.expiration_date: The Series B Preferred Stock is perpetual and therefore has no expiration date. Read SEC document |
| December 10, 2025 Filed May 9, 2026 01:56 UTC |
Mendez Terrance ElliotDirector · Director, CEO and CFO
|
OtherSeries B Convertible Preferred Stock · Derivative | 1 | $800.00 Strike: $7.76 | $800.00 |
DisclosureSEC source: 0001493152-26-022074 · ownership.xml · derivative · entry 4 Mendez Terrance Elliot · CIK 0002056682 · Director · Director, CEO and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124 Underlying: Common Stock · 15,972 shares Expires not disclosed F1 · date: This transaction is being reported late due to an inadvertent administrative oversight. F5 · kind: On December 10, 2025, the Issuer redeemed one share of the Reporting Person's Series B Preferred Stock in accordance with the terms of the Series B Preferred Stock's Certificate of Designation. F4 · derivative.expiration_date: The Series B Preferred Stock is perpetual and therefore has no expiration date. Read SEC document |
| December 10, 2025 Filed May 9, 2026 01:57 UTC |
Kay Jeffrey R.Chief Marketing Officer
|
OtherSeries B Convertible Preferred Stock · Derivative | 1 | $800.00 Strike: $7.76 | $800.00 |
DisclosureSEC source: 0001493152-26-022075 · ownership.xml · derivative · entry 3 Kay Jeffrey R. · CIK 0001581143 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62 Underlying: Common Stock · 7,986 shares Expires not disclosed F1 · date: This transaction is being reported late due to an inadvertent administrative oversight. F4 · kind: On December 10, 2025, the Issuer redeemed one share of the Reporting Person's Series B Preferred Stock in accordance with the terms of the Series B Preferred Stock's Certificate of Designation. F3 · derivative.expiration_date: The Series B Preferred Stock is perpetual and therefore has no expiration date. Read SEC document |
| December 10, 2025 Filed May 9, 2026 01:56 UTC |
Regan MichaelChief Inv. & Strat. Officer
|
OtherSeries B Convertible Preferred Stock · Derivative | 1 | $800.00 Strike: $7.76 | $800.00 |
DisclosureSEC source: 0001493152-26-022073 · ownership.xml · derivative · entry 4 Regan Michael · CIK 0002097397 · Chief Inv. & Strat. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62 Underlying: Common Stock · 7,986 shares Expires not disclosed F1 · date: This transaction is being reported late due to an inadvertent administrative oversight. F5 · kind: On December 10, 2025, the Issuer redeemed one share of the Reporting Person's Series B Preferred Stock in accordance with the terms of the Series B Preferred Stock's Certificate of Designation. F4 · derivative.expiration_date: The Series B Preferred Stock is perpetual and therefore has no expiration date. Read SEC document |
| December 10, 2025 Filed May 9, 2026 01:56 UTC |
Carleton RichardDirector
|
OtherSeries B Convertible Preferred Stock · Derivative | 1 | $800.00 Strike: $7.76 | $800.00 |
DisclosureSEC source: 0001493152-26-022072 · ownership.xml · derivative · entry 3 Carleton Richard · CIK 0001935449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12 Underlying: Common Stock · 1,546 shares Expires not disclosed F1 · date: This transaction is being reported late due to an inadvertent administrative oversight. F4 · kind: On December 10, 2025, the Issuer redeemed one share of the Reporting Person's Series B Preferred Stock in accordance with the terms of the Series B Preferred Stock's Certificate of Designation. F3 · derivative.expiration_date: The Series B Preferred Stock is perpetual and therefore has no expiration date. Read SEC document |
| September 30, 2025 Filed May 9, 2026 01:56 UTC |
Mendez Terrance ElliotDirector · Director, CEO and CFO
|
PurchaseSeries B Warrant to Purchase Common Stock (Right to Buy) · Derivative | 8,050 | $0.00 Strike: $7.76 | $0.00 |
DisclosureSEC source: 0001493152-26-022074 · ownership.xml · derivative · entry 3 Mendez Terrance Elliot · CIK 0002056682 · Director · Director, CEO and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,050 Underlying: Common Stock · 8,050 shares Expires 2029-05-10 F1 · date: This transaction is being reported late due to an inadvertent administrative oversight. F3 · date: On September 30, 2025, the Reporting Person entered into a Securities Purchase Agreement with the Issuer, pursuant to which the Issuer issued and sold to the Reporting Person 125 shares of the Issuer's Series B Convertible Preferred Stock (the "Series B Preferred Stock") and common stock purchase warrants (the "Series B Warrants") to initially acquire up to 8,050 shares of the Issuer's common stock on the same terms and conditions as the other participants in the transaction. The Reporting Person's acquisition of the Series B Preferred Stock and the Series B Warrants was subject to shareholder approval, which was obtained on November 6, 2025. Read SEC document |
| September 30, 2025 Filed May 9, 2026 01:56 UTC |
Mendez Terrance ElliotDirector · Director, CEO and CFO
|
PurchaseSeries B Convertible Preferred Stock · Derivative | 125 | $800.00 Strike: $7.76 | $100,000.00 |
DisclosureSEC source: 0001493152-26-022074 · ownership.xml · derivative · entry 2 Mendez Terrance Elliot · CIK 0002056682 · Director · Director, CEO and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125 Underlying: Common Stock · 16,100 shares Expires not disclosed F1 · date: This transaction is being reported late due to an inadvertent administrative oversight. F3 · date: On September 30, 2025, the Reporting Person entered into a Securities Purchase Agreement with the Issuer, pursuant to which the Issuer issued and sold to the Reporting Person 125 shares of the Issuer's Series B Convertible Preferred Stock (the "Series B Preferred Stock") and common stock purchase warrants (the "Series B Warrants") to initially acquire up to 8,050 shares of the Issuer's common stock on the same terms and conditions as the other participants in the transaction. The Reporting Person's acquisition of the Series B Preferred Stock and the Series B Warrants was subject to shareholder approval, which was obtained on November 6, 2025. F4 · derivative.expiration_date: The Series B Preferred Stock is perpetual and therefore has no expiration date. Read SEC document |
| September 30, 2025 Filed May 9, 2026 01:56 UTC |
Mendez Terrance ElliotDirector · Director, CEO and CFO
|
GrantStock Option (Right to Buy) · Derivative | 91,751 | $0.00 Strike: $2.40 | $0.00 |
DisclosureSEC source: 0001493152-26-022074 · ownership.xml · derivative · entry 1 Mendez Terrance Elliot · CIK 0002056682 · Director · Director, CEO and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,751 Underlying: Common Stock · 91,751 shares Expires 2035-08-07 F1 · date: This transaction is being reported late due to an inadvertent administrative oversight. F2 · date: The Reporting Person received the stock option award on August 7, 2025. The stock option would vest 100% upon SHF Holdings, Inc.'s (the "Issuer") successful completion of an equity financing that resulted in gross proceeds to the Issuer of at least $4 million (the "Financing Vesting Condition"). The Financing Vesting Condition was satisfied on September 30, 2025 and the stock option vested 100% on that date. Read SEC document |
| September 30, 2025 Filed May 9, 2026 01:57 UTC |
Kay Jeffrey R.Chief Marketing Officer
|
PurchaseSeries B Warrant to Purchase Common Stock (Right to Buy) · Derivative | 4,057 | $0.00 Strike: $7.76 | $0.00 |
DisclosureSEC source: 0001493152-26-022075 · ownership.xml · derivative · entry 2 Kay Jeffrey R. · CIK 0001581143 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,057 Underlying: Common Stock · 4,057 shares Expires 2029-05-10 F1 · date: This transaction is being reported late due to an inadvertent administrative oversight. F2 · date: On September 30, 2025, the Reporting Person entered into a Securities Purchase Agreement with SHF Holdings, Inc. (the "Issuer"), pursuant to which the Issuer issued and sold to the Reporting Person 63 shares of the Issuer's Series B Convertible Preferred Stock (the "Series B Preferred Stock") and common stock purchase warrants (the "Series B Warrants") to initially acquire up to 4,057 shares of the Issuer's common stock on the same terms and conditions as the other participants in the transaction. The Reporting Person's acquisition of the Series B Preferred Stock and the Series B Warrants was subject to shareholder approval, which was obtained on November 6, 2025. Read SEC document |
| September 30, 2025 Filed May 9, 2026 01:57 UTC |
Kay Jeffrey R.Chief Marketing Officer
|
PurchaseSeries B Convertible Preferred Stock · Derivative | 63 | $800.00 Strike: $7.76 | $50,400.00 |
DisclosureSEC source: 0001493152-26-022075 · ownership.xml · derivative · entry 1 Kay Jeffrey R. · CIK 0001581143 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63 Underlying: Common Stock · 8,114 shares Expires not disclosed F1 · date: This transaction is being reported late due to an inadvertent administrative oversight. F2 · date: On September 30, 2025, the Reporting Person entered into a Securities Purchase Agreement with SHF Holdings, Inc. (the "Issuer"), pursuant to which the Issuer issued and sold to the Reporting Person 63 shares of the Issuer's Series B Convertible Preferred Stock (the "Series B Preferred Stock") and common stock purchase warrants (the "Series B Warrants") to initially acquire up to 4,057 shares of the Issuer's common stock on the same terms and conditions as the other participants in the transaction. The Reporting Person's acquisition of the Series B Preferred Stock and the Series B Warrants was subject to shareholder approval, which was obtained on November 6, 2025. F3 · derivative.expiration_date: The Series B Preferred Stock is perpetual and therefore has no expiration date. Read SEC document |
| September 30, 2025 Filed May 9, 2026 01:56 UTC |
Regan MichaelChief Inv. & Strat. Officer
|
PurchaseSeries B Warrant to Purchase Common Stock (Right to Buy) · Derivative | 4,057 | $0.00 Strike: $7.76 | $0.00 |
DisclosureSEC source: 0001493152-26-022073 · ownership.xml · derivative · entry 3 Regan Michael · CIK 0002097397 · Chief Inv. & Strat. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,057 Underlying: Common Stock · 4,057 shares Expires 2029-05-10 F1 · date: This transaction is being reported late due to an inadvertent administrative oversight. F3 · date: On September 30, 2025, the Reporting Person entered into a Securities Purchase Agreement with the Issuer, pursuant to which the Issuer issued and sold to the Reporting Person 63 shares of the Issuer's Series B Convertible Preferred Stock (the "Series B Preferred Stock") and common stock purchase warrants (the "Series B Warrants") to initially acquire up to 4,057 shares of the Issuer's common stock on the same terms and conditions as the other participants in the transaction. The Reporting Person's acquisition of the Series B Preferred Stock and the Series B Warrants was subject to shareholder approval, which was obtained on November 6, 2025. Read SEC document |
| September 30, 2025 Filed May 9, 2026 01:56 UTC |
Regan MichaelChief Inv. & Strat. Officer
|
PurchaseSeries B Convertible Preferred Stock · Derivative | 63 | $800.00 Strike: $7.76 | $50,400.00 |
DisclosureSEC source: 0001493152-26-022073 · ownership.xml · derivative · entry 2 Regan Michael · CIK 0002097397 · Chief Inv. & Strat. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63 Underlying: Common Stock · 8,114 shares Expires not disclosed F1 · date: This transaction is being reported late due to an inadvertent administrative oversight. F3 · date: On September 30, 2025, the Reporting Person entered into a Securities Purchase Agreement with the Issuer, pursuant to which the Issuer issued and sold to the Reporting Person 63 shares of the Issuer's Series B Convertible Preferred Stock (the "Series B Preferred Stock") and common stock purchase warrants (the "Series B Warrants") to initially acquire up to 4,057 shares of the Issuer's common stock on the same terms and conditions as the other participants in the transaction. The Reporting Person's acquisition of the Series B Preferred Stock and the Series B Warrants was subject to shareholder approval, which was obtained on November 6, 2025. F4 · derivative.expiration_date: The Series B Preferred Stock is perpetual and therefore has no expiration date. Read SEC document |
| September 30, 2025 Filed May 9, 2026 01:56 UTC |
Regan MichaelChief Inv. & Strat. Officer
|
GrantStock Option (Right to Buy) · Derivative | 45,875 | $0.00 Strike: $2.40 | $0.00 |
DisclosureSEC source: 0001493152-26-022073 · ownership.xml · derivative · entry 1 Regan Michael · CIK 0002097397 · Chief Inv. & Strat. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,875 Underlying: Common Stock · 45,875 shares Expires 2035-08-07 F1 · date: This transaction is being reported late due to an inadvertent administrative oversight. F2 · date: The Reporting Person received the stock option award on August 7, 2025. The stock option would vest 100% upon SHF Holdings, Inc.'s (the "Issuer") successful completion of an equity financing that resulted in gross proceeds to the Issuer of at least $4 million (the "Financing Vesting Condition"). The Financing Vesting Condition was satisfied on September 30, 2025 and the stock option vested 100% on that date. Read SEC document |
| September 30, 2025 Filed May 9, 2026 01:56 UTC |
Carleton RichardDirector
|
PurchaseSeries B Warrant to Purchase Common Stock (Right to Buy) · Derivative | 837 | $0.00 Strike: $7.76 | $0.00 |
DisclosureSEC source: 0001493152-26-022072 · ownership.xml · derivative · entry 2 Carleton Richard · CIK 0001935449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 837 Underlying: Common Stock · 837 shares Expires 2029-05-10 F1 · date: This transaction is being reported late due to an inadvertent administrative oversight. F2 · date: On September 30, 2025, the Reporting Person entered into a Securities Purchase Agreement with SHF Holdings, Inc. (the "Issuer"), pursuant to which the Issuer issued and sold to the Reporting Person 13 shares of the Issuer's Series B Convertible Preferred Stock (the "Series B Preferred Stock") and common stock purchase warrants (the "Series B Warrants") to initially acquire up to 837 shares of the Issuer's common stock on the same terms and conditions as the other participants in the transaction. The Reporting Person's acquisition of the Series B Preferred Stock and the Series B Warrant was subject to shareholder approval, which was obtained on November 6, 2025. Read SEC document |
| September 30, 2025 Filed May 9, 2026 01:56 UTC |
Carleton RichardDirector
|
PurchaseSeries B Convertible Preferred Stock · Derivative | 13 | $800.00 Strike: $7.76 | $10,400.00 |
DisclosureSEC source: 0001493152-26-022072 · ownership.xml · derivative · entry 1 Carleton Richard · CIK 0001935449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13 Underlying: Common Stock · 1,674 shares Expires not disclosed F1 · date: This transaction is being reported late due to an inadvertent administrative oversight. F2 · date: On September 30, 2025, the Reporting Person entered into a Securities Purchase Agreement with SHF Holdings, Inc. (the "Issuer"), pursuant to which the Issuer issued and sold to the Reporting Person 13 shares of the Issuer's Series B Convertible Preferred Stock (the "Series B Preferred Stock") and common stock purchase warrants (the "Series B Warrants") to initially acquire up to 837 shares of the Issuer's common stock on the same terms and conditions as the other participants in the transaction. The Reporting Person's acquisition of the Series B Preferred Stock and the Series B Warrant was subject to shareholder approval, which was obtained on November 6, 2025. F3 · derivative.expiration_date: The Series B Preferred Stock is perpetual and therefore has no expiration date. Read SEC document |
| September 30, 2025 Filed May 9, 2026 01:56 UTC |
BECK DOUGLASPAO SVP of Finance Controller
|
GrantStock Option (Right to Buy) · Derivative | 45,875 | $0.00 Strike: $2.40 | $0.00 |
DisclosureSEC source: 0001493152-26-022071 · ownership.xml · derivative · entry 1 BECK DOUGLAS · CIK 0001267110 · PAO SVP of Finance Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,875 Underlying: Common Stock · 45,875 shares Expires 2035-08-07 F1 · date: This transaction is being reported late due to an inadvertent administrative oversight. F2 · date: The Reporting Person received the stock option award on August 7, 2025. The stock option would vest 100% upon the successful completion by SHF Holdings, Inc. (the "Issuer") of an equity financing that resulted in gross proceeds to the Issuer of at least $4 million (the "Financing Vesting Condition"). The Financing Vesting Condition was satisfied on September 30, 2025 and the stock option vested 100% on that date. Read SEC document |
| August 07, 2025 Filed Sep 17, 2025 23:37 UTC |
Braun III Francis ADirector
|
GrantStock Option (Right to Buy) · Derivative | 53,144 | $0.00 Strike: $2.40 | $0.00 |
DisclosureSEC source: 0001493152-25-013937 · ownership.xml · derivative · entry 1 Braun III Francis A · CIK 0002076594 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,114 Underlying: Common Stock · 53,114 shares Expires 2035-08-06 F1 · derivative.exercise_date: The stock option vested 100% on August 7, 2025. Read SEC document |
| August 07, 2025 Filed Sep 17, 2025 23:37 UTC |
Mendez Terrance ElliotDirector · CEO and Interim CFO
|
GrantStock Option (Right to Buy) · Derivative | 91,751 | $0.00 Strike: $2.40 | $0.00 |
DisclosureSEC source: 0001493152-25-013938 · ownership.xml · derivative · entry 1 Mendez Terrance Elliot · CIK 0002056682 · Director · CEO and Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,751 Underlying: Common Stock · 91,751 shares Expires 2035-08-06 F1 · derivative.exercise_date: The stock option vests 100% on upon the Issuer's successful completion of an equity financing that results in gross proceeds to the Issuer of at least $4 million. Read SEC document |
| May 06, 2025 Filed Jun 6, 2025 17:24 UTC |
Emmi DonaldChief Legal Officer
|
Tax withholdingClass A Common Stock | 318 | $28.40 | $9,031.20 |
DisclosureSEC source: 0001641172-25-014122 · ownership.xml · nonDerivative · entry 3 Emmi Donald · CIK 0001935370 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,626 F3 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Read SEC document |
| April 29, 2025 Filed Apr 29, 2025 22:30 UTC |
Meyers JenniferDirector
|
GrantStock Option (Right to Buy) · Derivative | 11,628 | $0.00 Strike: $9.68 | $0.00 |
DisclosureSEC source: 0001641172-25-006717 · ownership.xml · derivative · entry 1 Meyers Jennifer · CIK 0001935417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,628 Underlying: Common Stock · 11,628 shares Expires 2035-02-04 F1 · derivative.exercise_date: The stock option vested 100% on February 5, 2025, pursuant to the stock option award agreement executed April 28, 2025. Read SEC document |
| April 28, 2025 Filed Apr 29, 2025 01:00 UTC |
Niehaus JonathonDirector
|
GrantStock Option (Right to Buy) · Derivative | 11,628 | $0.00 Strike: $9.68 | $0.00 |
DisclosureSEC source: 0001641172-25-006544 · ownership.xml · derivative · entry 1 Niehaus Jonathon · CIK 0001935448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,628 Underlying: Common Stock · 11,628 shares Expires 2035-02-04 F1 · derivative.exercise_date: The stock option vested 100% on February 5, 2025, pursuant to the stock option award agreement executed April 28, 2025. Read SEC document |
| April 25, 2025 Filed Apr 28, 2025 21:25 UTC |
Fagan DougDirector
|
GrantStock Option (Right to Buy) · Derivative | 11,628 | $0.00 Strike: $9.68 | $0.00 |
DisclosureSEC source: 0001641172-25-006493 · ownership.xml · derivative · entry 1 Fagan Doug · CIK 0001974785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,628 Underlying: Common Stock · 11,628 shares Expires 2035-04-24 F1 · derivative.exercise_date: The stock option vested 100% on February 5, 2025, pursuant to the stock option award agreement executed April 25, 2025. Read SEC document |
| April 24, 2025 Filed Apr 28, 2025 17:25 UTC |
Seefried SundieDirector
|
GrantStock Option (Right to Buy) · Derivative | 11,628 | $0.00 Strike: $9.68 | $0.00 |
DisclosureSEC source: 0001641172-25-006496 · ownership.xml · derivative · entry 1 Seefried Sundie · CIK 0001935358 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,628 Underlying: Common Stock · 11,628 shares Expires 2035-04-23 F1 · derivative.exercise_date: The stock option vested 100% on February 5, 2025, pursuant to the stock option award agreement executed April 24, 2025. Read SEC document |
| April 24, 2025 Filed Apr 29, 2025 01:00 UTC |
Summers JonathanDirector
|
GrantStock Option (Right to Buy) · Derivative | 11,628 | $0.00 Strike: $9.68 | $0.00 |
DisclosureSEC source: 0001641172-25-006542 · ownership.xml · derivative · entry 1 Summers Jonathan · CIK 0001868575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,628 Underlying: Common Stock · 11,628 shares Expires 2035-04-23 F1 · derivative.exercise_date: The stock option vested 100% on February 5, 2025, pursuant to the stock option award agreement executed April 24, 2025. Read SEC document |
| April 24, 2025 Filed Apr 28, 2025 21:25 UTC |
Racine KarlDirector
|
GrantStock Option (Right to Buy) · Derivative | 11,628 | $0.00 Strike: $9.68 | $0.00 |
DisclosureSEC source: 0001641172-25-006494 · ownership.xml · derivative · entry 1 Racine Karl · CIK 0001935391 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,628 Underlying: Common Stock · 11,628 shares Expires 2035-04-23 F1 · derivative.exercise_date: The stock option vested 100% on February 5, 2025, pursuant to the stock option award agreement executed April 24, 2025. Read SEC document |
| April 24, 2025 Filed Apr 28, 2025 21:25 UTC |
Carleton RichardDirector
|
GrantStock Option (Right to Buy) · Derivative | 11,628 | $0.00 Strike: $9.68 | $0.00 |
DisclosureSEC source: 0001641172-25-006495 · ownership.xml · derivative · entry 1 Carleton Richard · CIK 0001935449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,628 Underlying: Common Stock · 11,628 shares Expires 2035-04-23 F1 · derivative.exercise_date: The stock option vested 100% on February 5, 2025, pursuant to the stock option award agreement executed April 24, 2025. Read SEC document |
| January 10, 2024 Filed Jun 6, 2025 17:24 UTC |
Emmi DonaldChief Legal Officer
|
Tax withholdingClass A Common Stock | 310 | $28.40 | $8,804.00 |
DisclosureSEC source: 0001641172-25-014122 · ownership.xml · nonDerivative · entry 2 Emmi Donald · CIK 0001935370 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,944 F3 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Read SEC document |
| December 31, 2023 Filed Dec 17, 2024 17:40 UTC |
Seefried SundieChief Executive Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 22,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-050474 · ownership.xml · derivative · entry 14 Seefried Sundie · CIK 0001935358 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,800 Underlying: Class A Common Stock · 22,900 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F17 · derivative.exercise_price: The restricted stock units issued to the Reporting Person convert into shares of Class A Common Stock on a one-for-one basis. F19 · derivative.exercise_date: On January 10, 2023, the Reporting Person was granted 68,700 restricted stick units under the Issuer's 2022 Equity Incentive Plan, which vest in three equal, annual installments beginning on December 31, 2023. F19 · derivative.expiration_date: On January 10, 2023, the Reporting Person was granted 68,700 restricted stick units under the Issuer's 2022 Equity Incentive Plan, which vest in three equal, annual installments beginning on December 31, 2023. Read SEC document |
| December 31, 2023 Filed Dec 17, 2024 17:40 UTC |
Seefried SundieChief Executive Officer
|
Tax withholdingClass A Common Stock | 7,900 | $1.42 | $11,218.00 |
DisclosureSEC source: 0001493152-24-050474 · ownership.xml · nonDerivative · entry 11 Seefried Sundie · CIK 0001935358 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,646,180 F1 · balance_after: Includes incentive stock options to purchase 366,666 shares of the Issuer's Class A Common Stock, which options expire ten years from October 4, 2022 (the grant date of such options) and have an exercise price per share equal to $6.67. 33% of the options vested on October 4, 2022, 33% of the options vested on October 4, 2023, and 33% of the options vested on October 4, 2024. Read SEC document |
| December 31, 2023 Filed Dec 17, 2024 17:40 UTC |
Seefried SundieChief Executive Officer
|
Exercise / conversionClass A Common Stock | 22,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-24-050474 · ownership.xml · nonDerivative · entry 10 Seefried Sundie · CIK 0001935358 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,654,080 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F17 · price: The restricted stock units issued to the Reporting Person convert into shares of Class A Common Stock on a one-for-one basis. F1 · balance_after: Includes incentive stock options to purchase 366,666 shares of the Issuer's Class A Common Stock, which options expire ten years from October 4, 2022 (the grant date of such options) and have an exercise price per share equal to $6.67. 33% of the options vested on October 4, 2022, 33% of the options vested on October 4, 2023, and 33% of the options vested on October 4, 2024. Read SEC document |
| December 31, 2023 Filed Dec 27, 2024 17:25 UTC |
Beuerlein TylerChief Business Develop Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 19,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-052306 · ownership.xml · derivative · entry 5 Beuerlein Tyler · CIK 0001935377 · Chief Business Develop Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,200 Underlying: Class A Common Stock · 19,600 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: The restricted stock units issued to the Reporting Person convert into shares of Class A Common Stock on a one-for-one basis. F4 · derivative.exercise_date: On January 10, 2023, the Reporting Person was granted 58,800 restricted stock units under the Issuer's 2022 Equity Incentive Plan, which vest in three equal, annual installments beginning on December 31, 2023. F4 · derivative.expiration_date: On January 10, 2023, the Reporting Person was granted 58,800 restricted stock units under the Issuer's 2022 Equity Incentive Plan, which vest in three equal, annual installments beginning on December 31, 2023. Read SEC document |
| December 31, 2023 Filed Dec 27, 2024 17:25 UTC |
Beuerlein TylerChief Business Develop Officer
|
Tax withholdingClass A Common Stock | 6,203 | $1.42 | $8,808.26 |
DisclosureSEC source: 0001493152-24-052306 · ownership.xml · nonDerivative · entry 3 Beuerlein Tyler · CIK 0001935377 · Chief Business Develop Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 363,397 F1 · balance_after: Includes incentive stock options to purchase 233,334 shares of the Issuer's Class A Common Stock, which options expire ten years from October 4, 2022 (the grant date of such options) and have an exercise price per share equal to $6.67. 33% of the options vested on October 4, 2022, 33% of the options vested on October 4, 2023, and the remaining options shall vest on October 4, 2024. The Reporting Person is subject to a lockup agreement with the Issuer regarding the shares underlying these incentive stock options. Read SEC document |
| December 31, 2023 Filed Dec 27, 2024 17:25 UTC |
Beuerlein TylerChief Business Develop Officer
|
Exercise / conversionClass A Common Stock | 19,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-052306 · ownership.xml · nonDerivative · entry 2 Beuerlein Tyler · CIK 0001935377 · Chief Business Develop Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 369,600 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: The reported transaction involved the Reporting Person's receipt of 116,667 restricted stock units under the Issuer's 2022 Equity Incentive Plan, all of which vested immediately upon issuance. F1 · balance_after: Includes incentive stock options to purchase 233,334 shares of the Issuer's Class A Common Stock, which options expire ten years from October 4, 2022 (the grant date of such options) and have an exercise price per share equal to $6.67. 33% of the options vested on October 4, 2022, 33% of the options vested on October 4, 2023, and the remaining options shall vest on October 4, 2024. The Reporting Person is subject to a lockup agreement with the Issuer regarding the shares underlying these incentive stock options. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 21:38 UTC |
Seefried SundieChief Executive Officer
|
PurchaseClass A Common Stock | 24,700 | $0.96 | $23,736.70 |
DisclosureSEC source: 0001493152-23-045330 · ownership.xml · nonDerivative · entry 1 Seefried Sundie · CIK 0001935358 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,248,172 Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 21:30 UTC |
Fagan DougDirector
|
PurchaseSHFS Class A Common Stock | 15,000 | $0.97 | $14,584.50 |
DisclosureSEC source: 0001493152-23-045277 · ownership.xml · nonDerivative · entry 1 Fagan Doug · CIK 0001974785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,000 Read SEC document |
| December 14, 2023 Filed Dec 17, 2024 17:40 UTC |
Seefried SundieChief Executive Officer
|
PurchaseClass A Common Stock | 24,700 | $0.93 | $22,971.00 |
DisclosureSEC source: 0001493152-24-050474 · ownership.xml · nonDerivative · entry 9 Seefried Sundie · CIK 0001935358 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,631,180 F15 · price: The Reporting Person executed a trade order through a broker-dealer which resulted in multiple same day, same way open market purchases, with prices ranging from $0.96 to $1.00 per share. The Reporting Person has reported these purchases on an aggregate basis using the weighted average price for the transactions. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. F16 · price: The Reporting Person's original Form 4 relating to this transaction, filed on December 18, 2023 misreported the number of shares beneficially owned by the Reporting Person following the transaction, and this Form 5 reflects an increase in the number of shares previously reported as beneficially owned by the Reporting Person by 35,842 shares. F1 · balance_after: Includes incentive stock options to purchase 366,666 shares of the Issuer's Class A Common Stock, which options expire ten years from October 4, 2022 (the grant date of such options) and have an exercise price per share equal to $6.67. 33% of the options vested on October 4, 2022, 33% of the options vested on October 4, 2023, and 33% of the options vested on October 4, 2024. F16 · balance_after: The Reporting Person's original Form 4 relating to this transaction, filed on December 18, 2023 misreported the number of shares beneficially owned by the Reporting Person following the transaction, and this Form 5 reflects an increase in the number of shares previously reported as beneficially owned by the Reporting Person by 35,842 shares. Read SEC document |
| December 11, 2023 Filed Dec 12, 2023 16:30 UTC |
Seefried SundieChief Executive Officer
|
PurchaseClass A Common Stock | 5,200 | $0.94 | $4,898.40 |
DisclosureSEC source: 0001493152-23-044559 · ownership.xml · nonDerivative · entry 2 Seefried Sundie · CIK 0001935358 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,223,472 Read SEC document |
| December 11, 2023 Filed Dec 12, 2023 22:00 UTC |
Niehaus JonathonDirector
|
PurchaseClass A Common Stock | 10,000 | $0.94 | $9,360.00 |
DisclosureSEC source: 0001493152-23-044582 · ownership.xml · nonDerivative · entry 2 Niehaus Jonathon · CIK 0001935448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,359 Read SEC document |
| December 11, 2023 Filed Dec 12, 2023 21:30 UTC |
Summers JonathanDirector
|
PurchaseClass A Common Stock | 3,000 | $0.95 | $2,850.00 |
DisclosureSEC source: 0001493152-23-044563 · ownership.xml · nonDerivative · entry 2 Summers Jonathan · CIK 0001868575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,128 Read SEC document |
| December 11, 2023 Filed Dec 14, 2023 02:52 UTC |
Roda DanEVP & Chief Operating Officer
|
PurchaseClass A Common Stock | 1,000 | $1.00 | $999.90 |
DisclosureSEC source: 0001493152-23-044766 · ownership.xml · nonDerivative · entry 1 Roda Dan · CIK 0001975148 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 928,869 Read SEC document |
| December 11, 2023 Filed Dec 17, 2024 17:40 UTC |
Seefried SundieChief Executive Officer
|
PurchaseClass A Common Stock | 5,200 | $0.94 | $4,888.00 |
DisclosureSEC source: 0001493152-24-050474 · ownership.xml · nonDerivative · entry 8 Seefried Sundie · CIK 0001935358 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,606,480 F13 · price: The Reporting Person executed a trade order through a broker-dealer which resulted in multiple same day, same way open market purchases, with prices ranging from $0.9399 to $1.00 per share. The Reporting Person has reported these purchases on an aggregate basis using the weighted average price for the transactions. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. F1 · balance_after: Includes incentive stock options to purchase 366,666 shares of the Issuer's Class A Common Stock, which options expire ten years from October 4, 2022 (the grant date of such options) and have an exercise price per share equal to $6.67. 33% of the options vested on October 4, 2022, 33% of the options vested on October 4, 2023, and 33% of the options vested on October 4, 2024. F14 · balance_after: The Reporting Person's original Form 4 relating to this transaction, filed on December 12, 2023 misreported the number of shares beneficially owned by the Reporting Person following the transaction, and this Form 5 reflects an increase in the number of shares previously reported as beneficially owned by the Reporting Person by 35,842 shares. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 16:30 UTC |
Seefried SundieChief Executive Officer
|
PurchaseClass A Common Stock | 3,700 | $0.99 | $3,674.10 |
DisclosureSEC source: 0001493152-23-044559 · ownership.xml · nonDerivative · entry 1 Seefried Sundie · CIK 0001935358 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,218,272 Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 16:30 UTC |
Emmi DonaldChief Legal Officer
|
PurchaseClass A Common Stock | 7,500 | $1.00 | $7,500.00 |
DisclosureSEC source: 0001493152-23-044562 · ownership.xml · nonDerivative · entry 1 Emmi Donald · CIK 0001935370 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 369,197 Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 21:30 UTC |
Summers JonathanDirector
|
PurchaseClass A Common Stock | 5,000 | $0.93 | $4,650.00 |
DisclosureSEC source: 0001493152-23-044563 · ownership.xml · nonDerivative · entry 1 Summers Jonathan · CIK 0001868575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,128 Read SEC document |
| December 08, 2023 Filed Dec 17, 2024 17:40 UTC |
Seefried SundieChief Executive Officer
|
PurchaseClass A Common Stock | 3,700 | $0.99 | $3,663.00 |
DisclosureSEC source: 0001493152-24-050474 · ownership.xml · nonDerivative · entry 7 Seefried Sundie · CIK 0001935358 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,601,280 F11 · price: The Reporting Person executed a trade order through a broker-dealer which resulted in multiple same day, same way open market purchases, with prices ranging from $0.9905 to $1.00 per share. The Reporting Person has reported these purchases on an aggregate basis using the weighted average price for the transactions. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. F1 · balance_after: Includes incentive stock options to purchase 366,666 shares of the Issuer's Class A Common Stock, which options expire ten years from October 4, 2022 (the grant date of such options) and have an exercise price per share equal to $6.67. 33% of the options vested on October 4, 2022, 33% of the options vested on October 4, 2023, and 33% of the options vested on October 4, 2024. F12 · balance_after: The Reporting Person's original Form 4 relating to this transaction, filed on December 12, 2023 misreported the number of shares beneficially owned by the Reporting Person following the transaction, and this Form 5 reflects an increase in the number of shares previously reported as beneficially owned by the Reporting Person by 35,842 shares. Read SEC document |
| December 07, 2023 Filed Dec 8, 2023 21:30 UTC |
Darwin JohnDirector
|
OtherCommon Stock | 2,000 | $0.93 | $1,850.00 |
DisclosureSEC source: 0001493152-23-044256 · ownership.xml · nonDerivative · entry 1 Darwin John · CIK 0001868212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,445,157 Read SEC document |
| December 07, 2023 Filed Dec 17, 2024 17:40 UTC |
Seefried SundieChief Executive Officer
|
PurchaseClass A Common Stock | 27,100 | $0.96 | $26,016.00 |
DisclosureSEC source: 0001493152-24-050474 · ownership.xml · nonDerivative · entry 6 Seefried Sundie · CIK 0001935358 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,597,580 F10 · price: The Reporting Person executed a trade order through a broker-dealer which resulted in multiple same day, same way open market purchases, with prices ranging from $0.94 to $0.97 per share. The Reporting Person has reported these purchases on an aggregate basis using the weighted average price for the transactions. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. F1 · balance_after: Includes incentive stock options to purchase 366,666 shares of the Issuer's Class A Common Stock, which options expire ten years from October 4, 2022 (the grant date of such options) and have an exercise price per share equal to $6.67. 33% of the options vested on October 4, 2022, 33% of the options vested on October 4, 2023, and 33% of the options vested on October 4, 2024. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.