Welcome to our dedicated page for Forge Glo Hldg SEC filings (Ticker: FRGE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Forge Global Holdings, Inc. filings document the company's private-market platform disclosures and later corporate-status records for FRGE common stock. Form 8-K reports cover operating and financial results, supplemental business metrics, material agreements, shareholder voting matters, governance and compensatory arrangements, and capital-structure disclosures.
The filing record also includes a Form 25 for removal of the company's common stock from NYSE listing and a Form 15 for termination or suspension of Exchange Act reporting. Those documents record the transition of FRGE common stock from listed public-company reporting to a deregistration framework.
Forge Global Holdings, Inc. Schedule 13G: Glazer Capital, LLC and Paul J. Glazer report current ownership of 0 shares of common stock, representing 0% of the class. The filing states the Reporting Persons "have ceased to be the beneficial owner of more than five percent of the class of securities." The statement is signed by Paul J. Glazer with a signature date of 03/05/2026.
Forge Global Holdings, Inc. Chief Financial Officer Nevin James reported equity award changes tied to the company’s merger with The Charles Schwab Corporation. In connection with the merger’s closing, 20,647 shares of Forge common stock held directly by him were cancelled and converted into the right to receive $45.00 per share in cash. In the same merger-related cleanup, 75,222 performance stock units and 6,740 restricted stock units were disposed of to the issuer or converted into Schwab awards under the merger terms. A few days earlier, on February 27, 2026, he acquired 26,665 performance-based restricted stock units after the compensation committee certified maximum performance for 2025 stock price goals.
Forge Global Holdings, Inc. Chief Executive Officer Kelly Rodriques reported dispositions of equity interests in connection with the closing of the company’s merger with The Charles Schwab Corporation. At the merger’s effective time, each share of Forge common stock was cancelled and converted into the right to receive $45.00 in cash per share, and Rodriques disposed of 355,736 directly held shares and 4,718 shares held indirectly through a Roth IRA at that cash amount. Unvested performance stock units and restricted stock units covering Forge common stock were not cashed out; instead, they were assumed by Schwab and converted into restricted stock units covering Schwab common stock based on a defined equity award exchange ratio.
Forge Global Holdings, Inc. director Kimberley H. Vogel reported dispositions of company stock tied to the closing of the company’s merger with The Charles Schwab Corporation. These were issuer-related transactions at the merger effective time, not open-market sales.
Each Forge Global common share was cancelled and converted into the right to receive $45.00 in cash. Outstanding restricted stock units were assumed and converted into Schwab restricted stock units based on an exchange ratio using the $45.00 merger consideration and a $94.7880 average Schwab share price.
Forge Global Holdings director Brian Thomas McDonald reported dispositions tied to the closing of the company’s merger with The Charles Schwab Corporation. On March 2, 2026, his Forge common shares were cancelled and converted into the right to receive $45.00 in cash per share.
At the same effective time, his restricted stock units in Forge were assumed and converted into restricted stock unit awards of Charles Schwab. Each Forge RSU became a Schwab RSU for a number of Schwab common shares determined by multiplying the underlying Forge shares by the quotient of the $45.00 merger consideration divided by $94.7880, the specified average Schwab share price.
Forge Global Holdings director Ashwin Kumar reported dispositions tied to the company’s merger with The Charles Schwab Corporation. On March 2, 2026, his Forge common shares were cancelled and converted into the right to receive cash of $45.00 per share under the agreed merger consideration.
His restricted stock units in Forge were not cashed out but were converted into Schwab restricted stock units. The number of Schwab units is based on the merger consideration of $45.00 divided by $94.7880, which is the specified average Schwab share price, applied to the Forge RSUs outstanding at the merger’s effective time.
Forge Global Holdings director Asiff S. Hirji reported dispositions of company equity tied to the closing of its merger with The Charles Schwab Corporation. On March 2, 2026, each Forge Global common share was cancelled and converted into the right to receive $45.00 in cash per share.
The filing shows issuer dispositions of restricted stock units and common stock held directly and through Hirji-related entities, including Hirji-Wigglesworth Partners, LP and the Hirjii-Wigglesworth 2021 Grantor Retained Annuity Trust. Outstanding Forge restricted stock units were converted into Schwab restricted stock units using an exchange ratio based on the $45.00 merger consideration and a $94.7880 average Schwab share price.
Forge Global Holdings Chief Accounting Officer Catherine M. Dondzila reported dispositions tied to the closing of the company’s merger with The Charles Schwab Corporation. She disposed of 23,252 shares of Forge Global common stock and 32,491 restricted stock units in issuer transactions effective at the merger closing.
Under the merger agreement, each Forge Global common share was cancelled and converted into the right to receive $45.00 in cash, without interest. Each outstanding Forge Global restricted stock unit was converted into a Schwab restricted stock unit, based on the $45.00 merger consideration divided by $94.7880, the specified average Schwab share price.