---
schema_version: "secwatch.filing_event.v1"
accession: "0001493152-25-004094"
form_type: "8-K"
ticker: "SHFS"
cik: "0001854963"
company_name: "SHF Holdings, Inc."
filed_at: "2025-01-29T23:59:59+00:00"
generated_at: "2026-05-27T07:22:20.353825+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001493152-25-004094
- form_type: 8-K
- ticker: SHFS
- cik: 0001854963
- company_name: SHF Holdings, Inc.
- filed_at: 2025-01-29T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 5.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1854963/000149315225004094/0001493152-25-004094-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1854963/000149315225004094/form8-k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001493152-25-004094
- JSON: https://secwatch.observer/filing/0001493152-25-004094.json
- Plain text: https://secwatch.observer/filing/0001493152-25-004094.txt

## Key facts
- Executive change
  Sundie Seefried resigned as co-Chief Executive Officer at SHF Holdings, Inc..
  - Action: resigned
  - Role: co-Chief Executive Officer
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1854963/000149315225004094/0001493152-25-004094-index.htm
- Executive change
  Terry Mendez changed role as Chief Executive Officer at SHF Holdings, Inc..
  - Action: assumed title
  - Role: Chief Executive Officer
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1854963/000149315225004094/0001493152-25-004094-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.