Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SHF Holdings, Inc.SHFS · Entity 8514 | Director | April 24, 2025 | April 29, 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 24, 2025 · Filed April 29, 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 2035-04-23 | Direct | 11,628 |
Reported balance
After 2025-04-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-04-24 · 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 24, 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 24, 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 24, 2025 Filed Apr 29, 2025 01:00 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | GrantStock Option (Right to Buy) · Derivative | 11,628 | $0.00 Strike: $9.68 | $0.00 |
DisclosureSEC source: 0001641172-25-006542 · 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 |
| December 11, 2023 Filed Dec 12, 2023 21:30 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | 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 08, 2023 Filed Dec 12, 2023 21:30 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | 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 |
| June 26, 2023 Filed Jun 28, 2023 20:30 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | OtherClass A Common Stock | 30,000 | $0.52 | $15,600.00 |
DisclosureSEC source: 0001493152-23-022773 · ownership.xml · nonDerivative · entry 1 Summers Jonathan · CIK 0001868575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,128 Read SEC document |
| June 09, 2023 Filed Jun 12, 2023 11:30 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | PurchaseClass A Common Stock | 8,000 | $0.60 | $4,800.00 |
DisclosureSEC source: 0001493152-23-020845 · ownership.xml · nonDerivative · entry 1 Summers Jonathan · CIK 0001868575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,128 Read SEC document |
| September 28, 2022 Filed Oct 1, 2022 01:29 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | ConversionClass B common stock · Derivative | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001868575-22-000002 · primary_doc.xml · derivative · entry 2 Summers Jonathan · CIK 0001868575 · 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 Oct 1, 2022 01:29 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | ConversionClass A common stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001868575-22-000002 · primary_doc.xml · nonDerivative · entry 1 Summers Jonathan · CIK 0001868575 · 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.