Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SHF Holdings, Inc.SHFS · Entity 8514 | Chief Business Develop Officer | December 31, 2023 | December 27, 2024 |
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 December 31, 2023 · Filed December 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 363,397 |
Last balance in matching sequence
After 2023-12-31 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2023-05-09 · Grant · Acquired 116,666 · Balance 350,000 F2: 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: 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. Row 2 · 2023-12-31 · Exercise / conversion · Acquired 19,600 · Balance 369,600 F2: 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: 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. Row 3 · 2023-12-31 · Tax withholding · Disposed 6,203 · Balance 363,397 F1: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 58,800 |
Reported balance
After 2023-01-10 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-01-10 · Grant · Acquired 58,800 · Balance 58,800 F3: The restricted stock units issued to the Reporting Person convert into shares of Class A Common Stock on a one-for-one basis. F4: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 39,200 |
Reported balance
After 2023-12-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-12-31 · Exercise / conversion · Disposed 19,600 · Balance 39,200 F3: The restricted stock units issued to the Reporting Person convert into shares of Class A Common Stock on a one-for-one basis. F4: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
F3: The restricted stock units issued to the Reporting Person convert into shares of Class A Common Stock on a one-for-one basis.
F4: 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.
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 |
|---|---|---|---|---|---|---|
| December 31, 2023 Filed Dec 27, 2024 17:25 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | 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 | SHF Holdings, Inc. SHFS · Entity 8514 | 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 | SHF Holdings, Inc. SHFS · Entity 8514 | 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 |
| May 09, 2023 Filed Dec 27, 2024 17:25 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | GrantClass A Common Stock | 116,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-052306 · ownership.xml · nonDerivative · entry 1 Beuerlein Tyler · CIK 0001935377 · Chief Business Develop Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 350,000 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 |
| January 10, 2023 Filed Dec 27, 2024 17:25 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | GrantRestricted Stock Units · Derivative | 58,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-052306 · ownership.xml · derivative · entry 4 Beuerlein Tyler · CIK 0001935377 · Chief Business Develop Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,800 Underlying: Class A Common Stock · 58,800 shares Expires not disclosed 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 |
| October 04, 2022 Filed Oct 7, 2022 16:07 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | GrantIncentive Stock Options · Derivative | 350,000 | $0.00 Strike: $6.67 | $0.00 |
DisclosureSEC source: 0001935377-22-000002 · primary_doc.xml · derivative · entry 1 Beuerlein Tyler · CIK 0001935377 · Chief Business Develop 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.