Key facts
- This page summarizes Tyler Beuerlein's Form 5 filing for SHF Holdings, Inc. (SHFS).
- 5 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 27 Dec 2024, 17:25.
Tyler Beuerlein - 31 Dec 2023 Form 5 Insider Report for SHF Holdings, Inc. (SHFS)
- Reporting relationship
- Chief Business Develop Officer
- Issuer ticker
- SHFS
- Reported as of
- 31 Dec 2023
- Net transaction value
- -$8,808
- SEC form
- 5
- Accepted by SEC
- 27 Dec 2024, 17:25:04 UTC
- Prior SEC filing
- 07 Oct 2022
- Source filing
- View source filing
- Reporting owner signature
- /s/ Tyler Beuerlein
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Tyler Beuerlein filed Form 5 for SHF Holdings, Inc. (SHFS) on 27 Dec 2024.
Change
- Previous filing in this sequence was filed on 07 Oct 2022.
- Current net transaction value: -$8,808.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Official SEC source
View source filing
Ownership activity is grounded in SEC Form 5 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
SHFS
transaction
Class A Common Stock
Award
- Transaction value
- $0
- Shares
- +116,666
- Change %
- +50%
- Price
- $0.000000
- Shares after
- 350,000
- Date
- 09 May 2023
- Ownership
- Direct
- Footnotes
- F1, F2
SHFS
transaction
Class A Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +19,600
- Change %
- +5.6%
- Price
- $0.000000
- Shares after
- 369,600
- Date
- 31 Dec 2023
- Ownership
- Direct
- Footnotes
- F1, F2
SHFS
transaction
Class A Common Stock
Tax liability
- Transaction value
- $8,808
- Shares
- -6,203
- Change %
- -1.7%
- Price
- $1.42
- Shares after
- 363,397
- Date
- 31 Dec 2023
- Ownership
- Direct
- Footnotes
- F1
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
SHFS
transaction
Derivative
Restricted Stock Units
Award
- Transaction value
- $0
- Shares
- +58,800
- Change %
- Price
- $0.000000
- Shares after
- 58,800
- Date
- 10 Jan 2023
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 58,800
- Exercise price
- Footnotes
- F3, F4
SHFS
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -19,600
- Change %
- -33%
- Price
- $0.000000
- Shares after
- 39,200
- Date
- 31 Dec 2023
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 19,600
- Exercise price
- Footnotes
- F3, F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 4 footnotes
Footnote 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.
Footnote 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.
Footnote F3
The restricted stock units issued to the Reporting Person convert into shares of Class A Common Stock on a one-for-one basis.
Footnote 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.