Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SHF Holdings, Inc.SHFS · Entity 8514 | Chief Legal Officer | June 06, 2025 | June 06, 2025 |
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 June 06, 2025 · Filed June 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 21,254 |
Reported balance
After 2023-01-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-01-10 · Grant · Acquired 2,795 · Balance 21,254 F1: Represents 2,795 restricted stock units ("RSU") which vest in three equal installments on December 31, 2023, December 31, 2024, and December 31, 2025. RSUs convert into Class A Common Stock on a one-for-one basis. F2: All security amounts and prices in this Form 4 have been calculated to conform to the 20 for 1 reverse stock split as identified on the Current Report on Form 8-K filed with the Securities and Exchange Commission on March 20, 2025 (the "Reverse Stock Split"). |
| Class A Common StockSEC Table I · non-derivative | Direct | 20,626 |
Ending reported balance
After 2025-05-06 transaction · row 3
2 source rows · reconciled sequenceRow 2 · 2024-01-10 · Tax withholding · Disposed 310 · Balance 20,944 F3: 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. Row 3 · 2025-05-06 · Tax withholding · Disposed 318 · Balance 20,626 F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 2,795 restricted stock units ("RSU") which vest in three equal installments on December 31, 2023, December 31, 2024, and December 31, 2025. RSUs convert into Class A Common Stock on a one-for-one basis.
F2: All security amounts and prices in this Form 4 have been calculated to conform to the 20 for 1 reverse stock split as identified on the Current Report on Form 8-K filed with the Securities and Exchange Commission on March 20, 2025 (the "Reverse Stock Split").
F3: 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.
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 |
|---|---|---|---|---|---|---|
| May 06, 2025 Filed Jun 6, 2025 17:24 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | 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 |
| January 10, 2024 Filed Jun 6, 2025 17:24 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | 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 08, 2023 Filed Dec 12, 2023 16:30 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | 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 05, 2023 Filed Dec 7, 2023 19:11 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | PurchaseClass A Common Stock | 66,000 | $0.87 | $57,420.00 |
DisclosureSEC source: 0001493152-23-044100 · ownership.xml · nonDerivative · entry 1 Emmi Donald · CIK 0001935370 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 361,697 Read SEC document |
| June 09, 2023 Filed Jun 12, 2023 07:30 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | PurchaseClass A Common Stock | 38,000 | $0.59 | $22,382.00 |
DisclosureSEC source: 0001493152-23-020844 · ownership.xml · nonDerivative · entry 1 Emmi Donald · CIK 0001935370 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,697 Read SEC document |
| May 23, 2023 Filed May 25, 2023 16:30 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | PurchaseClass A Common Stock | 141,012 | $0.38 | $53,443.55 |
DisclosureSEC source: 0001493152-23-019106 · ownership.xml · nonDerivative · entry 1 Emmi Donald · CIK 0001935370 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 257,697 Read SEC document |
| January 10, 2023 Filed Jun 6, 2025 17:24 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | GrantRestricted Stock Units | 2,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001641172-25-014122 · ownership.xml · nonDerivative · entry 1 Emmi Donald · CIK 0001935370 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,254 F1 · shares: Represents 2,795 restricted stock units ("RSU") which vest in three equal installments on December 31, 2023, December 31, 2024, and December 31, 2025. RSUs convert into Class A Common Stock on a one-for-one basis. F2 · balance_after: All security amounts and prices in this Form 4 have been calculated to conform to the 20 for 1 reverse stock split as identified on the Current Report on Form 8-K filed with the Securities and Exchange Commission on March 20, 2025 (the "Reverse Stock Split"). Read SEC document |
| October 04, 2022 Filed Oct 7, 2022 16:25 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | GrantIncentive Stock Options · Derivative | 350,000 | $0.00 Strike: $6.67 | $0.00 |
DisclosureSEC source: 0001935370-22-000002 · primary_doc.xml · derivative · entry 1 Emmi Donald · CIK 0001935370 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,000 Underlying: Class A Common Stock · 350,000 shares Expires 2032-10-04 F1 · security: Incentive stock options to purchase 350,000 shares of the Issuer's Class A Common Stock granted under the Issuer's 2022 Equity Incentive Plan, which options expire 10 years from the grant date. Thirty three percent (33%) of the options vested on the grant date, and the remaining options shall vest in two substantially equal yearly installments on the first and second anniversaries of the grant date. The Reporting Person is subject to a lockup agreement with the Issuer regarding the shares underlying these incentive stock options. F1 · derivative.exercise_date: Incentive stock options to purchase 350,000 shares of the Issuer's Class A Common Stock granted under the Issuer's 2022 Equity Incentive Plan, which options expire 10 years from the grant date. Thirty three percent (33%) of the options vested on the grant date, and the remaining options shall vest in two substantially equal yearly installments on the first and second anniversaries of the grant date. The Reporting Person is subject to a lockup agreement with the Issuer regarding the shares underlying these incentive stock options. 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.