Forge Global appoints James Nevin as CFO; Mark Lee transitions to strategic role

Forge Global Holdings, Inc.

James Nevin appointed CFO effective Jan 20, 2025; base salary $425,000 with 100% target bonus.
Mark Lee steps down as CFO on Jan 20 but continues as Chief of Strategic Wealth Solutions.
Nevin brings 25+ years experience, most recently Managing Director at LSEG for over a decade.
CEO Kelly Rodriques cites Nevin's role in driving growth and expanding margins.

item 5.02 item 7.01 item 9.01

Executive movements

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Appointed

James Nevin

Chief Financial Officer

Forge Global Holdings, Inc.

Effective: 2025-01-20
Filed: January 14, 2025, 6:59 PM ET

On January 14, 2025, the Company announced the appointment of James Nevin as the Company’s Chief Financial Officer, effective as of January 20, 2025.

Role change

Mark Lee

Chief of Strategic Wealth Solutions

Forge Global Holdings, Inc.

Effective: 2025-01-20
Successor: James Nevin
Filed: January 14, 2025, 6:59 PM ET

On January 7, 2025, Mark Lee and Forge Global Holdings, Inc. (the “Company”) mutually agreed that Mr. Lee will transition from his role as its Chief Financial Officer, effective January 20, 2025 (the “Transition Date”). Mr. Lee is expected to continue to serve as an employee of the Company for a period of time following the Transition Date by overseeing strategic financial and wealth initiatives as Chief of Strategic Wealth Solutions and supporting the transition of James Nevin as the Company’s new Chief Financial Officer (as described in more detail below).

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

James Nevin was appointed as Chief Financial Officer at Forge Global Holdings, Inc..

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

On January 14, 2025, the Company announced the appointment of James Nevin as the Company’s Chief Financial Officer, effective as of January 20, 2025.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.9

Mark Lee changed role as Chief of Strategic Wealth Solutions at Forge Global Holdings, Inc..

Action: transition from Chief Financial Officer to Chief of Strategic Wealth Solutions
Role: Chief of Strategic Wealth Solutions

Exact text from the filing

On January 7, 2025, Mark Lee and Forge Global Holdings, Inc. (the “Company”) mutually agreed that Mr. Lee will transition from his role as its Chief Financial Officer, effective January 20, 2025 (the “Transition Date”). Mr. Lee is expected to continue to serve as an employee of the Company for a period of time following the Transition Date by overseeing strategic financial and wealth initiatives as Chief of Strategic Wealth Solutions and supporting the transition of James Nevin as the Company’s new Chief Financial Officer (as described in more detail below).

View on SEC.gov

Source: SEC EDGAR

accession 0001628280-25-001522

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