According to recent filings covering the 90 days ending January 21, 2026, the three most significant insider holders at SHF Holdings are Director Joshua Mann (168.16K shares), TenPercentOwner Llc 5ak, (168.16K shares), Director John Darwin (144.42K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Joshua Mann | 168,159 | 30 Sep, 2022 | |
| Llc 5ak, | 168,159 | 30 Sep, 2022 | |
| John Darwin | 144,416 | 08 Dec, 2023 | |
| Sundie Seefried | Chief Executive Officer | 121,050 | 18 Dec, 2023 |
| Dan Roda | Evp & Chief Operating Officer | 46,443 | 13 Dec, 2023 |
| Richard Carleton | 9,006 | 05 Dec, 2023 | |
| James H Dennedy | Chief Financial Officer | 8,333 | 26 May, 2023 |
| Jonathon Niehaus | 8,218 | 12 Dec, 2023 | |
| Jonathan Summers | 7,556 | 12 Dec, 2023 | |
| Jennifer Meyers | 5,100 | 01 Jun, 2023 | |
| Doug Fagan | 4,650 | 18 Dec, 2023 | |
| Donald Emmi | Chief Legal Officer | 20,626 | 06 Jun, 2025 |
| Chris Fameree | 500 | 30 Sep, 2022 | |
| Peter Lansing Torres | 500 | 30 Sep, 2022 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 06 May, 2025 | Donald Emmi | Class A Common Stock | D | 318 | $28.40 | 20,626 | D | F |
| 10 Jan, 2024 | Donald Emmi | Class A Common Stock | D | 310 | $28.40 | 1,047 | D | F |
| 14 Dec, 2023 | Sundie Seefried | Class A Common Stock | A | 24,700 | $0.96 | 62,409 | D | P |
| 14 Dec, 2023 | Doug Fagan | SHFS Class A Common Stock | A | 15,000 | $0.97 | 2,400 | D | P |
| 11 Dec, 2023 | Jonathan Summers | - | - | 7,556 | D | |||
| 11 Dec, 2023 | Jonathan Summers | Class A Common Stock | A | 3,000 | $0.95 | 7,556 | D | P |
| 11 Dec, 2023 | Sundie Seefried | Class A Common Stock | A | 5,200 | $0.94 | 61,174 | D | P |
| 11 Dec, 2023 | Jonathon Niehaus | Class A Common Stock | A | 10,000 | $0.94 | 8,218 | D | P |
| 11 Dec, 2023 | Dan Roda | - | - | 46,443 | D | |||
| 11 Dec, 2023 | Dan Roda | Class A Common Stock | A | 1,000 | $1.00 | 46,443 | D | P |
| 08 Dec, 2023 | Jonathan Summers | - | - | 7,406 | D | |||
| 08 Dec, 2023 | Jonathan Summers | Class A Common Stock | A | 5,000 | $0.93 | 7,406 | D | P |
| 08 Dec, 2023 | Sundie Seefried | Class A Common Stock | A | 3,700 | $0.99 | 60,914 | D | P |
| 08 Dec, 2023 | Donald Emmi | Class A Common Stock | A | 7,500 | $1.00 | 18,460 | D | P |
| 07 Dec, 2023 | John Darwin | - | - | 72,258 | D | |||
| 07 Dec, 2023 | John Darwin | Common Stock | A | 2,000 | $0.92 | 72,258 | D | J |
| 05 Dec, 2023 | Sundie Seefried | Class A Common Stock | A | 20,000 | $0.88 | 60,729 | D | P |
| 05 Dec, 2023 | Donald Emmi | Class A Common Stock | A | 66,000 | $0.87 | 18,085 | D | P |
| 05 Dec, 2023 | Jonathon Niehaus | Class A Common Stock | A | 5,000 | $0.75 | 7,718 | D | P |
| 05 Dec, 2023 | Jonathon Niehaus | - | - | 7,718 | D |