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SHF Holdings, Inc. (SHFS)
USD0.21
+0.00 (+0.33%)
US NASDAQ Financial Services Banks - Regional
Address
5269 W. 62nd Avenue 80003
Golden, CO, US
Golden, CO, US
CEO
Stephen La Rosa
Website
shfinancial.org
IPO
2021-08-20
CIK 1854963 ISIN US8244303009
Also trades on
NASDAQ Capital Market · NLIT (USD)
NASDAQ Capital Market · NLITU (USD)
NASDAQ Capital Market · NLITW (USD)
NASDAQ Capital Market · SHFS (USD)
NASDAQ Capital Market · SHFSW (USD)
Description
SHF Holdings, Inc., operating through its subsidiaries, specializes in facilitating access to a comprehensive array of banking, lending, and other crucial financial services for institutions that cater to the cannabis industry. Utilizing its exclusive technological platform, the company delivers a diverse set of functionalities. These include corporate checking and savings accounts, treasury management solutions, various savings and investment options, commercial credit facilities, dedicated courier services, convenient remote deposit features, automated clearing house (ACH) payment processing (both initiation and receipt), and secure wire transfers. Ultimately, these offerings provide cannabis-related businesses with vital financial infrastructure and enhanced insights, empowering them to manage their operations more effectively and leverage essential resources via the financial institutions partnered with SHF Holdings. The company was established in 2015 and is headquartered in Arvada, Colorado.
News Sentiment (7d)
Based on only 2 articles — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD0.21
+0.00 (+0.33%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
0.71
Float Shares
1.92M
Free Float %
65.8%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +6.21% | +3.02% | -43.53% | -47.01% | -68.46% | -56.26% | -77.71% | -94.06% | -99.77% | -99.77% | -99.77% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (1 ratings, all time)
Buy
Price Targets & DCF
Current price
0.21
DCF (Unlevered)
2.32
+1,004.7%
DCF (Levered)
2.06
+879.6%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
100% Bullish
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
-10.56
Distress
Piotroski F-Score
2 / 9
Weak
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
-
Revenue growth-58.3% Q1'26: -38.4% (vs Q1'25)
-
EPS growth+95.3% Q1'26: -290.9% (vs Q1'25)
-
FCF margin— Q1'26: -54.6% (vs Q1'25)
-
EBIT margin— Q1'26: -89.3% (vs Q1'25)
-
ROIC— Q1'26: -472.0% (vs Q1'25)
-
Share dilution+5.4% Q1'26: +56.2% (vs Q1'25)
-
Debt / EBITDA— Q1'26: -0.09× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
|---|---|---|---|
| Revenue |
-32.00M
est: 8.73M (-466.6%)
|
20.28M
est: 15.10M (+34.3%)
|
18.41M
est: 21.00M (-12.3%)
|
| EBITDA |
-44.19M
est: 1.80M (-2,561.7%)
|
-17.74M
est: 3.11M (-671.1%)
|
-3.75M
est: -1.31M (-185.7%)
|
| EBIT |
-44.38M
est: 1.61M (-2,860.6%)
|
-19.11M
est: 2.78M (-787.1%)
|
-4.46M
est: -1.76M (-153.2%)
|
| Net Income |
-35.13M
est: 7.76M (-552.4%)
|
-17.28M
est: 58.78M (-129.4%)
|
-48.32M
|
| SGA |
9.19M
est: 3.24M (+183.5%)
|
17.24M
est: 5.61M (+207.5%)
|
12.06M
est: 8.58M (+40.5%)
|
| EPS |
-37.00
est: 2.80 (-1,421.4%)
|
-8.12
est: 21.20 (-138.3%)
|
-17.43
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-14 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-13 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-12 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-11 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-08 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-07 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-06 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-05 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-04 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-01 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-30 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-29 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-28 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-27 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-24 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-23 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-22 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-21 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-20 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-17 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-16 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-3.90M
OE per share TTM
-1.21
Owner's Yield
-193.35%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
11.1%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
11
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Colorado Credit Union | 21.62M | 46.76% | 21.62M | — | 21.62M | — | SA | Colorado | 2023-07-21 | ↗ |
| 2 | M3 PARTNERS, LP | 3.49M | 7.55% | — | 3.49M | — | 3.49M | PN | DELAWARE UNITED STATES AMERICA | 2023-05-30 | ↗ |
| 3 | Atalaya Capital Management LP | 1.52M | 8.10% | — | 1.52M | — | 1.52M | IA, PN | Delaware | 2022-10-06 | ↗ |
| 4 | Atalaya Special Purpose Investment Fund II LP | 1.52M | 8.10% | — | 1.52M | — | 1.52M | PN | Delaware | 2022-10-06 | ↗ |
| 5 | Midtown East Management NL LLC | 1.52M | 8.10% | — | 1.52M | — | 1.52M | OO | Delaware | 2022-10-06 | ↗ |
| 6 | Ari Glass | 211.7K | 0.82% | — | 211.7K | — | 211.7K | HC, IN | Delaware | 2022-10-18 | ↗ |
| 7 | Boothbay Fund Management, LLC | 211.7K | 0.82% | — | 211.7K | — | 211.7K | IA, OO | Delaware | 2022-10-18 | ↗ |
| 8 | Propper | 200.0K | 0.78% | — | 200.0K | — | 200.0K | HC | Delaware | 2022-10-11 | ↗ |
| 9 | Ruiz-Gimenez | 200.0K | 0.78% | — | 200.0K | — | 200.0K | HC | Delaware | 2022-10-11 | ↗ |
| 10 | SPAC MANAGEMENT LLC | 200.0K | 0.78% | — | 200.0K | — | 200.0K | OO | Delaware | 2022-10-11 | ↗ |
| 11 | Boothbay Absolute Return Strategies LP | 145.7K | 0.57% | — | 145.7K | — | 145.7K | PN | Delaware | 2022-10-18 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
ETF Ownership
Top ETFs holding this stock
Held by 1 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Vanguard Extended Market ETF VXF | 0.00% | 3.6K | 0.05% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
7
Sells
0
Shares acquired
81.4K
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+81,396
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-12-31 | Regan Michael | Officer | J-Other | D | Series B Convertible Preferred Stock | 1 | 7.76 | 7.76 | 61 | D | ↗ |
| 2025-12-31 | Mendez Terrance Elliot | Director / Officer | J-Other | D | Series B Convertible Preferred Stock | 1 | 7.76 | 7.76 | 123 | D | ↗ |
| 2025-12-31 | Kay Jeffrey R. | Officer | J-Other | D | Series B Convertible Preferred Stock | 1 | 7.76 | 7.76 | 61 | D | ↗ |
| 2025-12-31 | Carleton Richard | Director | J-Other | D | Series B Convertible Preferred Stock | 1 | 7.76 | 7.76 | 11 | D | ↗ |
| 2025-12-10 | Regan Michael | Officer | J-Other | D | Series B Convertible Preferred Stock | 1 | 7.76 | 7.76 | 62 | D | ↗ |
| 2025-12-10 | Mendez Terrance Elliot | Director / Officer | J-Other | D | Series B Convertible Preferred Stock | 1 | 7.76 | 7.76 | 124 | D | ↗ |
| 2025-12-10 | Kay Jeffrey R. | Officer | J-Other | D | Series B Convertible Preferred Stock | 1 | 7.76 | 7.76 | 62 | D | ↗ |
| 2025-12-10 | Carleton Richard | Director | J-Other | D | Series B Convertible Preferred Stock | 1 | 7.76 | 7.76 | 12 | D | ↗ |
| 2025-09-30 | Regan Michael | Officer | P-Purchase | A | Series B Convertible Preferred Stock | 63 | 7.76 | 489.16 | 63 | D | ↗ |
| 2025-09-30 | Mendez Terrance Elliot | Director / Officer | P-Purchase | A | Series B Convertible Preferred Stock | 125 | 7.76 | 970.55 | 125 | D | ↗ |
| 2025-09-30 | Kay Jeffrey R. | Officer | P-Purchase | A | Series B Warrant to Purchase Common Stock (Right to Buy) | 4,057 | 7.76 | 31.5K | 4,057 | D | ↗ |
| 2025-09-30 | Carleton Richard | Director | P-Purchase | A | Series B Convertible Preferred Stock | 13 | 7.76 | 100.94 | 13 | D | ↗ |
| 2025-09-30 | BECK DOUGLAS | Officer | A-Award | A | Stock Option (Right to Buy) | 45,875 | 2.40 | 110.1K | 45,875 | D | ↗ |
| 2025-09-24 | Regan Michael | Officer | — | — | Stock Option (Right to Buy) | 7,326 | 6.40 | 46.9K | 0 | D | ↗ |
| 2025-09-24 | Kay Jeffrey R. | Officer | — | — | Stock Option (Right to Buy) | 23,781 | 2.22 | 52.8K | 0 | D | ↗ |
| 2025-09-24 | BECK DOUGLAS | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-08-07 | Mendez Terrance Elliot | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 91,751 | 2.40 | 220.2K | 91,751 | D | ↗ |
| 2025-08-07 | Braun III Francis A | Director | A-Award | A | Stock Option (Right to Buy) | 53,144 | 2.40 | 127.5K | 53,114 | D | ↗ |
| 2025-05-06 | Emmi Donald | Officer | F-InKind | D | Class A Common Stock | 318 | 28.40 | 9.0K | 20,626 | D | ↗ |
| 2025-04-29 | Meyers Jennifer | Director | A-Award | A | Stock Option (Right to Buy) | 11,628 | 9.68 | 112.6K | 11,628 | D | ↗ |
| 2025-04-28 | Niehaus Jonathon | Director | A-Award | A | Stock Option (Right to Buy) | 11,628 | 9.68 | 112.6K | 11,628 | D | ↗ |
| 2025-04-25 | Fagan Doug | Director | A-Award | A | Stock Option (Right to Buy) | 11,628 | 9.68 | 112.6K | 11,628 | D | ↗ |
| 2025-04-24 | Summers Jonathan | Director | A-Award | A | Stock Option (Right to Buy) | 11,628 | 9.68 | 112.6K | 11,628 | D | ↗ |
| 2025-04-24 | Seefried Sundie | Director | A-Award | A | Stock Option (Right to Buy) | 11,628 | 9.68 | 112.6K | 11,628 | D | ↗ |
| 2025-04-24 | Racine Karl | Director | A-Award | A | Stock Option (Right to Buy) | 11,628 | 9.68 | 112.6K | 11,628 | D | ↗ |
| 2025-04-24 | Carleton Richard | Director | A-Award | A | Stock Option (Right to Buy) | 11,628 | 9.68 | 112.6K | 11,628 | D | ↗ |
| 2025-01-21 | Mendez Terrance Elliot | Officer | — | — | Incentive Stock Option (right to buy) | 654,000 | 0.40 | 261.6K | 0 | D | ↗ |
| 2024-01-10 | Emmi Donald | Officer | F-InKind | D | Class A Common Stock | 310 | 28.40 | 8.8K | 20,944 | D | ↗ |
| 2023-12-31 | Seefried Sundie | Officer | M-Exempt | D | Restricted Stock Units | 22,900 | 0.00 | — | 45,800 | D | ↗ |
| 2023-12-31 | Beuerlein Tyler | Officer | M-Exempt | D | Restricted Stock Units | 19,600 | 0.00 | — | 39,200 | D | ↗ |
| 2023-12-14 | Seefried Sundie | Officer | P-Purchase | A | Class A Common Stock | 24,700 | 0.96 | 23.7K | 1,248,172 | — | ↗ |
| 2023-12-14 | Fagan Doug | Director | P-Purchase | A | SHFS Class A Common Stock | 15,000 | 0.97 | 14.6K | 48,000 | — | ↗ |
| 2023-12-11 | Summers Jonathan | Director | P-Purchase | A | Class A Common Stock | 3,000 | 0.95 | 2.9K | 151,128 | — | ↗ |
| 2023-12-11 | Seefried Sundie | Officer | P-Purchase | A | Class A Common Stock | 5,200 | 0.94 | 4.9K | 1,223,472 | — | ↗ |
| 2023-12-11 | Roda Dan | Officer | P-Purchase | A | Class A Common Stock | 1,000 | 1.00 | 999.90 | 928,869 | — | ↗ |
| 2023-12-11 | Niehaus Jonathon | Director | P-Purchase | A | Class A Common Stock | 10,000 | 0.94 | 9.4K | 164,359 | — | ↗ |
| 2023-12-08 | Summers Jonathan | Director | P-Purchase | A | Class A Common Stock | 5,000 | 0.93 | 4.7K | 148,128 | — | ↗ |
| 2023-12-08 | Seefried Sundie | Officer | P-Purchase | A | Class A Common Stock | 3,700 | 0.99 | 3.7K | 1,218,272 | — | ↗ |
| 2023-12-08 | Emmi Donald | Officer | P-Purchase | A | Class A Common Stock | 7,500 | 1.00 | 7.5K | 369,197 | — | ↗ |
| 2023-12-07 | Darwin John | Director | J-Other | A | Common Stock | 2,000 | 0.93 | 1.9K | 1,445,157 | — | ↗ |
| 2023-12-05 | Seefried Sundie | Officer | P-Purchase | A | Class A Common Stock | 20,000 | 0.88 | 17.5K | 1,214,572 | — | ↗ |
| 2023-12-05 | Niehaus Jonathon | Director | P-Purchase | A | Class A Common Stock | 5,000 | 0.75 | 3.7K | 154,359 | — | ↗ |
| 2023-12-05 | Emmi Donald | Officer | P-Purchase | A | Class A Common Stock | 66,000 | 0.87 | 57.4K | 361,697 | — | ↗ |
| 2023-12-04 | Seefried Sundie | Officer | P-Purchase | A | Class A Common Stock | 9,500 | 0.82 | 7.8K | 1,194,572 | — | ↗ |
| 2023-12-01 | Seefried Sundie | Officer | P-Purchase | A | Class A Common Stock | 12,239 | 0.75 | 9.2K | 1,185,072 | — | ↗ |
| 2023-12-01 | Fagan Doug | Director | P-Purchase | A | SHFS Class A Common Stock | 13,000 | 0.77 | 10.0K | 33,000 | — | ↗ |
| 2023-12-01 | Carleton Richard | Director | P-Purchase | A | Class A Common Stock | 45,000 | 0.80 | 35.8K | 180,128 | — | ↗ |
| 2023-11-22 | Darwin John | Director | J-Other | D | Common Stock | 325,313 | 0.72 | 234.2K | 1,443,157 | — | ↗ |
| 2023-06-26 | Summers Jonathan | Director | J-Other | A | Class A Common Stock | 30,000 | 0.52 | 15.6K | 143,128 | — | ↗ |
| 2023-06-26 | Darwin John | Director | J-Other | D | Common Stock | 97,096 | 0.52 | 50.5K | 1,768,470 | — | ↗ |
| 2023-06-09 | Summers Jonathan | Director | P-Purchase | A | Class A Common Stock | 8,000 | 0.60 | 4.8K | 113,128 | — | ↗ |
| 2023-06-09 | Roda Dan | Officer | P-Purchase | A | Class A Common Stock | 1,500 | 0.59 | 885.00 | 267,841 | — | ↗ |
| 2023-06-09 | Emmi Donald | Officer | P-Purchase | A | Class A Common Stock | 38,000 | 0.59 | 22.4K | 295,697 | — | ↗ |
| 2023-06-09 | Darwin John | Director | P-Purchase | A | Common Stock | 25,000 | 0.59 | 14.8K | 1,865,566 | — | ↗ |
| 2023-06-08 | Seefried Sundie | Officer | P-Purchase | A | Class A Common Stock | 19,500 | 0.53 | 10.3K | 1,172,833 | — | ↗ |
| 2023-05-31 | Meyers Jennifer | Director | P-Purchase | A | Class A Common Stock | 10,000 | 0.49 | 4.9K | 101,998 | — | ↗ |
| 2023-05-30 | Darwin John | Director | P-Purchase | A | Class A Common Stock | 15,000 | 0.48 | 7.2K | 1,840,566 | — | ↗ |
| 2023-05-26 | Carleton Richard | Director | P-Purchase | A | Class A Common Stock | 5,000 | 0.48 | 2.4K | 135,128 | — | ↗ |
| 2023-05-25 | Carleton Richard | Director | P-Purchase | A | Class A Common Stock | 50,000 | 0.45 | 22.5K | 130,128 | — | ↗ |
| 2023-05-24 | Niehaus Jonathon | Director | P-Purchase | A | Class A Common Stock | 50,000 | 0.39 | 19.3K | 149,359 | — | ↗ |
| 2023-05-24 | Fagan Doug | Director | P-Purchase | A | SHFS Class A Common Stock | 25,000 | 0.40 | 10.0K | 45,000 | — | ↗ |
| 2023-05-24 | Dennedy James H | Officer | P-Purchase | A | Series A Common Shares | 25,000 | 0.40 | 10.0K | 166,667 | D | ↗ |
| 2023-05-24 | Darwin John | Director | P-Purchase | A | Common Stock | 15,000 | 0.40 | 6.0K | 1,825,566 | — | ↗ |
| 2023-05-23 | Meyers Jennifer | Director | P-Purchase | A | Class A Common Stock | 11,870 | 0.39 | 4.6K | 91,998 | — | ↗ |
| 2023-05-23 | Emmi Donald | Officer | P-Purchase | A | Class A Common Stock | 141,012 | 0.38 | 53.4K | 257,697 | — | ↗ |
| 2023-05-23 | Dennedy James H | Officer | P-Purchase | A | Series A Common Shares | 25,000 | 0.38 | 9.5K | 141,667 | D | ↗ |
| 2023-05-22 | Fagan Doug | Director | P-Purchase | A | SHFS Class A Common Stock | 20,000 | 0.38 | 7.7K | 20,000 | — | ↗ |
| 2023-01-10 | Seefried Sundie | Officer | A-Award | A | Restricted Stock Units | 68,700 | 0.00 | — | 68,700 | D | ↗ |
| 2023-01-10 | Racine Karl | Director | A-Award | A | Class A Common Stock | 80,128 | 0.00 | — | 80,128 | D | ↗ |
| 2023-01-10 | Emmi Donald | Officer | A-Award | A | Restricted Stock Units | 2,795 | 0.00 | — | 21,254 | D | ↗ |
| 2023-01-10 | Beuerlein Tyler | Officer | A-Award | A | Restricted Stock Units | 58,800 | 0.00 | — | 58,800 | D | ↗ |
| 2022-10-24 | DENNEDY JIM | Officer | — | D | Incentive Stock Options | 350,000 | 2.58 | 903.0K | — | — | ↗ |
| 2022-10-04 | Seefried Sundie | Officer | A-Award | A | Incentive Stock Options | 550,000 | 0.00 | — | 550,000 | — | ↗ |
| 2022-10-04 | Emmi Donald | Officer | A-Award | A | Incentive Stock Options | 350,000 | 0.00 | — | 350,000 | — | ↗ |
| 2022-10-04 | Beuerlein Tyler | Officer | A-Award | A | Incentive Stock Options | 350,000 | 0.00 | — | 350,000 | — | ↗ |
| 2022-09-28 | Torres Peter Lansing | Director | C-Conversion | D | Class B common stock | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2022-09-28 | Summers Jonathan | Director | C-Conversion | D | Class B common stock | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2022-09-28 | Seefried Sundie | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-09-28 | Racine Karl | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-09-28 | Partner Colorado Credit Union | 10% Owner | — | D | Class A Common Stock | 0 | 0.00 | — | 11,386,139 | — | ↗ |
| 2022-09-28 | Niehaus Jonathon | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-09-28 | Meyers Jennifer | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-09-28 | Mann Joshua | Director | C-Conversion | A | Class A common stock | 2,835,000 | 0.00 | — | 3,363,175 | — | ↗ |
| 2022-09-28 | Fameree Chris | Director | C-Conversion | D | Class B common stock | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2022-09-28 | Emmi Donald | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-09-28 | Darwin John | Director | C-Conversion | D | Class B common stock | 2,835,000 | 0.00 | — | 0 | — | ↗ |
| 2022-09-28 | Carleton Richard | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-09-28 | Beuerlein Tyler | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-09-28 | 5AK, LLC | Director | C-Conversion | A | Class A common stock | 2,835,000 | 0.00 | — | 3,363,175 | — | ↗ |
| 2022-06-29 | BOOTHBAY FUND MANAGEMENT, LLC | Director | S-Sale | D | Class A Common Stock, par value $0.0001 per share | 1,300,000 | 10.21 | 13.27M | 0 | — | ↗ |
| 2022-06-27 | Atalaya Capital Management LP | 10% Owner | — | I | Class A Common Stock | 0 | 0.00 | — | 1,599,496 | — | ↗ |
| 2022-03-11 | BOOTHBAY FUND MANAGEMENT, LLC | 10% Owner | — | I | Class A Common Stock, par value $0.0001 per share | 0 | 0.00 | — | 1,300,000 | — | ↗ |
| 2021-06-23 | Torres Peter Lansing | Director | — | D | Class B Common Stock | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2021-06-23 | Summers Jonathan | Director | — | D | Class B Common Stock | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2021-06-23 | Mann Joshua | Director / Officer | — | I | Class B Common Stock | 2,835,000 | 0.00 | — | 0 | — | ↗ |
| 2021-06-23 | Fameree Chris | Officer | — | D | Class B Common Stock | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2021-06-23 | Darwin John | Director / Officer | — | I | Class B Common Stock | 2,835,000 | 0.00 | — | 0 | — | ↗ |
| 2021-06-23 | Burdiga John | Director | — | D | Class B Common Stock | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2021-06-23 | 5AK, LLC | 10% Owner | — | D | Class B Common Stock | 2,835,000 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-131.7K
Shares Outstanding
2.92M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | James H. Dennedy Chief Financial Officer | 334.7K | 38.0K | 26.5K | — | — | — | 399.2K | 6.63% | ↗ |
| 2 | 2024 | Donnie Emmi Chief Legal Officer | 331.5K | 38.0K | 26.5K | — | — | — | 396.0K | 6.68% | ↗ |
| 3 | 2024 | Sundie Seefried Former Chief Executive Officer | 316.7K | 46.7K | 32.5K | — | — | — | 395.9K | 8.21% | ↗ |
| 4 | 2024 | Terrance Mendez Chief Executive Officer | — | — | — | — | — | 72.8K | 72.8K | 0.00% | ↗ |
| 5 | 2023 | Sundie Seefried Former Chief Executive Officer | 342.9K | 66.8K | 181.7K | — | — | — | 591.3K | 30.72% | ↗ |
| 6 | 2023 | Sundie Seefried , Chief Executive Officer | 342.9K | 66.8K | 181.7K | — | — | — | 591.3K | 30.72% | ↗ |
| 7 | 2023 | Tyler Beuerlein , Chief Strategic Business Development Officer | 300.0K | 36.9K | 135.4K | — | — | — | 472.2K | 28.66% | ↗ |
| 8 | 2023 | Donnie Emmi Chief Legal Officer | 285.0K | 20.0K | 131.6K | — | — | — | 436.6K | 30.14% | ↗ |
| 9 | 2023 | James H. Dennedy Chief Financial Officer | 285.0K | 20.0K | 131.6K | — | — | — | 436.6K | 30.14% | ↗ |
| 10 | 2023 | James H. Dennedy , Chief Financial Officer | 285.0K | 20.0K | 131.6K | — | — | — | 436.6K | 30.14% | ↗ |
| 11 | 2023 | Dan Roda , Chief Operating Officer | 288.1K | — | 90.0K | — | — | — | 378.1K | 23.81% | ↗ |
| 12 | 2022 | Sundie Seefried , Chief Executive Officer | 276.0K | 53.6K | 2.41M | — | — | 13.6K | 2.77M | 87.06% | ↗ |
| 13 | 2022 | Dan Roda , Chief Operating Officer | 197.9K | 34.4K | 1.54M | — | — | — | 1.77M | 86.86% | ↗ |
| 14 | 2022 | Tyler Beuerlein , Chief Strategic Business Development Officer | 197.9K | 34.4K | 1.54M | — | — | — | 1.77M | 86.86% | ↗ |
| 15 | 2022 | James H. Dennedy , Chief Financial Officer | 42.8K | 20.0K | 1.63M | — | — | — | 1.69M | 96.29% | ↗ |
| 16 | 2021 | Sundie Seefried , Chief Executive Officer | 549.3K | 290.7K | — | — | — | 26.0K | 866.0K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Terrance E. Mendez | CEO, CFO & Director | 830.2K | male |
| Jeffrey R. Kay | Chief Marketing Officer | 283.5K | male |
| Michael John Regan | Chief Investment & Strategy Officer | 162.0K | male |
| Douglas J. Beck | Senior Vice President of Finance, Controller & Principal Accounting Officer | 159.7K | male |
| Sundie L. Seefried | Founder | 131.6K | female |
| Kimberly Seefried | Chief of Staff of Transformation | — | female |
| Margaret Williams | Vice President of Compliance | — | female |
| Stephen La Rosa | Senior Vice President of Lending Strategy & Partner Development | — | male |
| Joshua Shannon | Head of Development | — | male |
| David Smokler CISA CISM | Managing Director | — | male |
| Frank A. Salluce CISA CRISC | Managing Director | — | male |
| John Foley | Senior Vice President of Commercial Lending | — | male |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for SHFS
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
