Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SHF Holdings, Inc.SHFS · Entity 8514 | EVP & Chief Operating Officer | December 11, 2023 | December 14, 2023 |
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 11, 2023 · Filed December 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 928,869 |
Reported balance
After 2023-12-11 transaction · row 1
1 source rowRow 1 · 2023-12-11 · Purchase · Acquired 1,000 · Balance 928,869 |
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 11, 2023 Filed Dec 14, 2023 02:52 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | PurchaseClass A Common Stock | 1,000 | $1.00 | $999.90 |
DisclosureSEC source: 0001493152-23-044766 · ownership.xml · nonDerivative · entry 1 Roda Dan · CIK 0001975148 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 928,869 Read SEC document |
| June 09, 2023 Filed Jun 12, 2023 11:30 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | PurchaseClass A Common Stock | 1,500 | $0.59 | $885.00 |
DisclosureSEC source: 0001493152-23-020843 · ownership.xml · nonDerivative · entry 1 Roda Dan · CIK 0001975148 · EVP / Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 267,841 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.