Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SHF Holdings, Inc.SHFS · Entity 8514 | Director | September 28, 2022 | September 30, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SHF Holdings, Inc.
Report date September 28, 2022 · Filed September 30, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
After 2022-09-28 transaction · row 1
1 source rowRow 1 · 2022-09-28 · Conversion · Acquired 10,000 · Balance 10,000 F1: As described in the Issuer's registration statement on Form S-1 (File No. 333-256701), under the heading "Description of Securities," the 10,000 shares of the Issuer's Class B Common Stock held by the Reporting Person converted into shares of the Issuer's Class A Common Stock on a one-for-one basis upon consummation of the Issuer's initial business combination. |
| Class B common stockSEC Table II · derivative / convertible security | Direct | 10,000 |
Reported balance
After 2022-09-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-09-28 · Conversion · Disposed 10,000 · Balance 10,000 F1: As described in the Issuer's registration statement on Form S-1 (File No. 333-256701), under the heading "Description of Securities," the 10,000 shares of the Issuer's Class B Common Stock held by the Reporting Person converted into shares of the Issuer's Class A Common Stock on a one-for-one basis upon consummation of the Issuer's initial business combination. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the Issuer's registration statement on Form S-1 (File No. 333-256701), under the heading "Description of Securities," the 10,000 shares of the Issuer's Class B Common Stock held by the Reporting Person converted into shares of the Issuer's Class A Common Stock on a one-for-one basis upon consummation of the Issuer's initial business combination.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 28, 2022 Filed Sep 30, 2022 21:35 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | ConversionClass B common stock · Derivative | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001869931-22-000002 · primary_doc.xml · derivative · entry 2 Torres Peter Lansing · CIK 0001869931 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A common stock · 10,000 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. F1 · derivative.exercise_price: As described in the Issuer's registration statement on Form S-1 (File No. 333-256701), under the heading "Description of Securities," the 10,000 shares of the Issuer's Class B Common Stock held by the Reporting Person converted into shares of the Issuer's Class A Common Stock on a one-for-one basis upon consummation of the Issuer's initial business combination. F1 · price: As described in the Issuer's registration statement on Form S-1 (File No. 333-256701), under the heading "Description of Securities," the 10,000 shares of the Issuer's Class B Common Stock held by the Reporting Person converted into shares of the Issuer's Class A Common Stock on a one-for-one basis upon consummation of the Issuer's initial business combination. F1 · derivative.exercise_date: As described in the Issuer's registration statement on Form S-1 (File No. 333-256701), under the heading "Description of Securities," the 10,000 shares of the Issuer's Class B Common Stock held by the Reporting Person converted into shares of the Issuer's Class A Common Stock on a one-for-one basis upon consummation of the Issuer's initial business combination. F1 · derivative.expiration_date: As described in the Issuer's registration statement on Form S-1 (File No. 333-256701), under the heading "Description of Securities," the 10,000 shares of the Issuer's Class B Common Stock held by the Reporting Person converted into shares of the Issuer's Class A Common Stock on a one-for-one basis upon consummation of the Issuer's initial business combination. Read SEC document |
| September 28, 2022 Filed Sep 30, 2022 21:35 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | ConversionClass A common stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001869931-22-000002 · primary_doc.xml · nonDerivative · entry 1 Torres Peter Lansing · CIK 0001869931 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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. F1 · price: As described in the Issuer's registration statement on Form S-1 (File No. 333-256701), under the heading "Description of Securities," the 10,000 shares of the Issuer's Class B Common Stock held by the Reporting Person converted into shares of the Issuer's Class A Common Stock on a one-for-one basis upon consummation of the Issuer's initial business combination. 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.