Safe Harbor Financial CEO Sundie Seefried to retire by Feb 28, 2025; Terry Mendez to become sole CEO

SHF Holdings, Inc.

Sundie Seefried resigns as co-CEO effective Feb 28, 2025, remains on board.
Terry Mendez appointed co-CEO immediately, to become sole CEO upon Seefried's retirement.
Seefried's resignation is not due to any disagreement with the company.
Company signs three-year executive employment agreement with Terry Mendez.
Nominating Committee chair Karl Racine overseeing due diligence on CEO succession.

item 5.02 item 7.01 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Departed

Sundie Seefried

co-Chief Executive Officer

SHFS · SHF Holdings, Inc.

Effective: 2025-02-28
Successor: Terry Mendez
Filed: January 29, 2025, 6:59 PM ET

Ms. Sundie Seefried notified the board of directors (the “Board”) of SHF Holdings, Inc. (the “Company”) of her intention to resign from her position as co-Chief Executive Officer effective February 28, 2025.

Role change

Terry Mendez

Chief Executive Officer

SHFS · SHF Holdings, Inc.

Effective: 2025-02-28
Filed: January 29, 2025, 6:59 PM ET

Effective upon Ms. Seefried’s resignation, Mr. Mendez’ shall no longer be the Company’s Co-CEO and shall assume the title of the Company’s sole Chief Executive Officer.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Sundie Seefried resigned as co-Chief Executive Officer at SHF Holdings, Inc..

Action: resigned
Role: co-Chief Executive Officer

Exact text from the filing

Ms. Sundie Seefried notified the board of directors (the “Board”) of SHF Holdings, Inc. (the “Company”) of her intention to resign from her position as co-Chief Executive Officer effective February 28, 2025.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Terry Mendez changed role as Chief Executive Officer at SHF Holdings, Inc..

Action: assumed title
Role: Chief Executive Officer

Exact text from the filing

Effective upon Ms. Seefried’s resignation, Mr. Mendez’ shall no longer be the Company’s Co-CEO and shall assume the title of the Company’s sole Chief Executive Officer.

View on SEC.gov

SHF Holdings, Inc. filing history →

Source: SEC EDGAR

accession 0001493152-25-004094

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