{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-001522","form_type":"8-K","ticker":null,"cik":"0001827821","company_name":"Forge Global Holdings, Inc.","filed_at":"2025-01-14T23:59:59+00:00","discovered_at":"2026-05-14T18:03:05.117819+00:00","generated_at":"2026-05-28T02:12:42.560558+00:00","sec_items":["5.02","7.01","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Forge Global appoints James Nevin as CFO; Mark Lee transitions to strategic role","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-001522","json":"https://secwatch.observer/filing/0001628280-25-001522.json","markdown":"https://secwatch.observer/filing/0001628280-25-001522.md","text":"https://secwatch.observer/filing/0001628280-25-001522.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1827821/000162828025001522/0001628280-25-001522-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1827821/000162828025001522/forge-20250107.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-28T02:12:42.560558+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"559b62083d","claim":"James Nevin was appointed as Chief Financial Officer at Forge Global Holdings, Inc..","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1827821/000162828025001522/0001628280-25-001522-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"},{"claim_id":"ac34eaf8f1","claim":"Mark Lee changed role as Chief of Strategic Wealth Solutions at Forge Global Holdings, Inc..","evidence_excerpt":"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).","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1827821/000162828025001522/0001628280-25-001522-index.htm","confidence":0.9,"family_label":"Executive change","details":[{"label":"Action","value":"transition from Chief Financial Officer to Chief of Strategic Wealth Solutions"},{"label":"Role","value":"Chief of Strategic Wealth Solutions"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}