SHFS SHF (SHFS) Insider Trading, Ownership & Congress Trades
Financial Services · Finance services · CIK 0001854963
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
11
13F, latest reported quarter
SHF insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for SHF Holdings, Inc. in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 13 earlier Form 4 trades (code P or S) here by this insider (13 buys), the last on Dec 11, 2023.
- -4.4% median (-0.1% mean) 90-day return after 8 previous buys.
- The trade is 2.0% of the 1,248,172 shares held after it.
- 6 other insiders bought within 30 days.
- 11 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Seefried Sundie bought about $23.7K of SHFS on Dec 14, 2023; 6 other insiders bought within 30 days and 11 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 buys), the last on Dec 1, 2023.
- +14.3% median (+15.5% mean) 90-day return after 3 previous buys.
- The trade is 31.2% of the 48,000 shares held after it.
- 6 other insiders bought within 30 days.
- 11 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Fagan Doug bought about $14.6K of SHFS on Dec 14, 2023; 6 other insiders bought within 30 days and 11 funds added in the latest 13F quarter.Context
- 13 earlier Form 4 trades (code P or S) here by this insider (13 buys), the last on Dec 11, 2023.
- -4.4% median (-0.1% mean) 90-day return after 8 previous buys.
- The trade is 1.5% of the 1,631,180 shares held after it.
- 6 other insiders bought within 30 days.
- 11 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Seefried Sundie bought about $23.0K of SHFS on Dec 14, 2023; 6 other insiders bought within 30 days and 11 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Jun 9, 2023.
- The trade is 0.1% of the 928,869 shares held after it.
- 6 other insiders bought within 30 days.
- 11 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP & Chief Operating Officer Roda Dan bought about $1.0K of SHFS on Dec 11, 2023; 6 other insiders bought within 30 days and 11 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Dec 5, 2023.
- +3.0% median (+3.0% mean) 90-day return after 2 previous buys.
- The trade is 6.1% of the 164,359 shares held after it.
- 6 other insiders bought within 30 days.
- 11 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Niehaus Jonathon bought about $9.4K of SHFS on Dec 11, 2023; 6 other insiders bought within 30 days and 11 funds added in the latest 13F quarter.41 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
11 funds bought in last quarter
below 84% of Financial Services
Revenue
-49.7% year over year
below 91% of Financial Services
Margin
-28.2% net margin
below 65% of Financial Services
Buybacks
no share repurchases reported
Short interest
83.3% of the float short (float per yahoo 2026-10-27) · 1.0 days to cover · settled 2026-10-15
more than 77% of Financial Services
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch SHFS
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-97.1%12M
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns SHFS: institutional holders (13F)
13F holdings, latest reported quarter
201,958 sh
$48.5K
110,487 sh
$26.5K
75,897 sh
$18.2K
38,165 sh
$9.2K
36,176 sh
$8.7K
Congress trades in SHFS
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
SHFS planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
SHFS mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Fidelity Extended Market Index Fund
$18.1K position · as of 2026-05-31
0.0%
VANGUARD EXTENDED MARKET INDEX FUND
$1.8K position · as of 2026-06-30
0.0%
Fidelity Series Total Market Index Fund
$1.0K position · as of 2026-05-31
0.0%
Fidelity Total Market Index Fund
$316 position · as of 2026-05-31
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 11 funds added last quarter. Each figure is a federal filing, dated the day it went public.
SHFS financials
Revenue growth
-49.7%
XBRL, annual
Net margin
-28.2%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$7.8M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM SHFS
| FY Dec 2025 | $7.7M |
| FY Dec 2024 | $15.2M |
| FY Dec 2023 | $17.6M |
| FY Dec 2022 | $9.5M |
| FY Dec 2021 | n/a |
| Jun 2026 | $1.9M |
| Mar 2026 | $2.0M |
| Dec 2025 | $2.1M |
| Sep 2025 | $1.8M |
| Jun 2025 | $1.8M |
| Mar 2025 | $1.9M |
| Dec 2024 | $3.7M |
| Sep 2024 | $3.5M |
At each fiscal year end
Single quarter
Net margin, TTM
-47.3%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM SHFS
| FY Dec 2025 | -28.2% |
| FY Dec 2024 | -317.0% |
| FY Dec 2023 | -98.4% |
| FY Dec 2022 | -370.6% |
| FY Dec 2021 | n/a |
| Jun 2026 | -78.2% |
| Mar 2026 | -90.1% |
| Dec 2025 | -28.3% |
| Sep 2025 | +9.8% |
| Jun 2025 | -50.4% |
| Mar 2025 | -42.8% |
| Dec 2024 | -1,407% |
| Sep 2024 | +10.2% |
At each fiscal year end
Single quarter
Free cash flow, TTM
-$4.6M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM SHFS
| FY Dec 2025 | -$3.6M |
| FY Dec 2024 | $222.0K |
| FY Dec 2023 | -$1.0M |
| FY Dec 2022 | $1.7M |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Single quarter
Debt to equity
8.99x
long-term debt only, 2024-09-30 (21 months older than the period end); equity 2026-06-30
Debt to equity SHFS
| FY Dec 2025 | 6.66x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 1.62x |
| FY Dec 2022 | 3.70x |
| FY Dec 2021 | n/a |
| Jun 2026 | 8.99x |
| Mar 2026 | 8.15x |
| Dec 2025 | 6.66x |
| Sep 2025 | 7.84x |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | 1.39x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
-0.08x
TTM operating cash flow over long-term debt only, 2024-09-30 (21 months older than the period end)
Cash flow to debt SHFS
| FY Dec 2025 | -0.06x |
| FY Dec 2024 | 0.01x |
| FY Dec 2023 | -0.01x |
| FY Dec 2022 | 0.09x |
| FY Dec 2021 | n/a |
| Jun 2026 | -0.08x |
| Mar 2026 | -0.06x |
| Dec 2025 | -0.06x |
| Sep 2025 | -0.09x |
| Jun 2025 | -0.07x |
| Mar 2025 | -0.04x |
| Dec 2024 | 0.01x |
| Sep 2024 | 0.05x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
n/a
average equity is zero or negative
Return on equity SHFS
| FY Dec 2025 | n/a |
| FY Dec 2024 | -437.9% |
| FY Dec 2023 | -87.6% |
| FY Dec 2022 | -564.2% |
| FY Dec 2021 | +56.2% |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | -229.7% |
| Jun 2025 | -515.2% |
| Mar 2025 | -511.5% |
| Dec 2024 | -437.9% |
| Sep 2024 | +17.6% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-36.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets SHFS
| FY Dec 2025 | -14.2% |
| FY Dec 2024 | -119.2% |
| FY Dec 2023 | -20.7% |
| FY Dec 2022 | -65.7% |
| FY Dec 2021 | +43.7% |
| Jun 2026 | -36.8% |
| Mar 2026 | -27.9% |
| Dec 2025 | -14.2% |
| Sep 2025 | -132.2% |
| Jun 2025 | -144.8% |
| Mar 2025 | -137.7% |
| Dec 2024 | -119.2% |
| Sep 2024 | +8.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
tax provision or pre-tax income not filed for the four quarters
Return on invested capital SHFS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
-670.4%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed SHFS
| FY Dec 2025 | -96.1% |
| FY Dec 2024 | -23.4% |
| FY Dec 2023 | -37.7% |
| FY Dec 2022 | -7.7% |
| FY Dec 2021 | n/a |
| Jun 2026 | -670.4% |
| Mar 2026 | -291.4% |
| Dec 2025 | -96.1% |
| Sep 2025 | -39.9% |
| Jun 2025 | -40.0% |
| Mar 2025 | -34.0% |
| Dec 2024 | -23.4% |
| Sep 2024 | -1.8% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing SHFS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$50.3M
market value at close 2026-10-26 on 2026-08-05 shares, plus long-term debt only, 2024-09-30 (21 months older than the period end), minus cash 2026-06-30
Enterprise value SHFS
| FY Dec 2025 | $51.3M |
| FY Dec 2024 | $553.6M |
| FY Dec 2023 | $1.4B |
| FY Dec 2022 | $674.9M |
| FY Dec 2021 | n/a |
| Jun 2026 | $50.7M |
| Mar 2026 | $51.5M |
| Dec 2025 | $51.3M |
| Sep 2025 | $74.8M |
| Jun 2025 | $60.6M |
| Mar 2025 | $65.8M |
| Dec 2024 | $553.6M |
| Sep 2024 | $662.0M |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
-400.7%
TTM free cash flow over market value at close 2026-10-26
FCF yield SHFS
| FY Dec 2025 | -111.0% |
| FY Dec 2024 | +0.0% |
| FY Dec 2023 | -0.1% |
| FY Dec 2022 | +0.3% |
| FY Dec 2021 | n/a |
| Jun 2026 | -299.8% |
| Mar 2026 | -139.2% |
| Dec 2025 | -111.0% |
| Sep 2025 | -25.6% |
| Jun 2025 | -71.1% |
| Mar 2025 | -20.0% |
| Dec 2024 | +0.0% |
| Sep 2024 | +0.4% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing SHFS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $7.7M | $15.2M | $17.6M | $9.5M |
| Operating income | -$5.4M | -$7.1M | -$20.7M | -$2.2M |
| Net income | -$2.2M | -$48.3M | -$17.3M | -$35.1M |
| EPS (diluted) | -0.82 | -17.43 | -8.12 | -1.85 |
| Operating cash flow | -$3.4M | $430.5K | -$832.1K | $1.7M |
| Cash | $6.8M | $2.3M | $4.9M | $8.4M |
| Long-term debt | n/a | n/a | $55.6M | $18.9M |
SEC XBRL, fiscal years, as known on 2026-10-28
SHFS Stock Sonar score 5/7 axes
Find similar shapesCompareSHFS ranks highest on financial health (21st percentile) and institutional and government (16th), and lowest on risk and compliance (1st), among Financial Services peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
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