Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SHF Holdings, Inc.SHFS · Entity 8514 | Director | April 25, 2025 | April 28, 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 April 25, 2025 · Filed April 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.68 · Expires 2035-04-24 | Direct | 11,628 |
Reported balance
After 2025-04-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-04-25 · Grant · Acquired 11,628 · Balance 11,628 F1: The stock option vested 100% on February 5, 2025, pursuant to the stock option award agreement executed April 25, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock option vested 100% on February 5, 2025, pursuant to the stock option award agreement executed April 25, 2025.
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 |
|---|---|---|---|---|---|---|
| April 25, 2025 Filed Apr 28, 2025 21:25 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | 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 |
| December 14, 2023 Filed Dec 18, 2023 21:30 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | 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 01, 2023 Filed Dec 4, 2023 21:30 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | PurchaseSHFS Class A Common Stock | 13,000 | $0.77 | $10,010.00 |
DisclosureSEC source: 0001493152-23-043569 · ownership.xml · nonDerivative · entry 1 Fagan Doug · CIK 0001974785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,000 Read SEC document |
| May 24, 2023 Filed May 24, 2023 22:00 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | PurchaseSHFS Class A Common Stock | 25,000 | $0.40 | $9,997.50 |
DisclosureSEC source: 0001493152-23-018963 · ownership.xml · nonDerivative · entry 2 Fagan Doug · CIK 0001974785 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 45,000 Read SEC document |
| May 22, 2023 Filed May 24, 2023 22:00 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | PurchaseSHFS Class A Common Stock | 20,000 | $0.38 | $7,688.00 |
DisclosureSEC source: 0001493152-23-018963 · ownership.xml · nonDerivative · entry 1 Fagan Doug · CIK 0001974785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 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.