---
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"
generated_at: "2026-05-28T02:12:42.560558+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-25-001522
- form_type: 8-K
- cik: 0001827821
- company_name: Forge Global Holdings, Inc.
- filed_at: 2025-01-14T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 5.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-25-001522
- JSON: https://secwatch.observer/filing/0001628280-25-001522.json
- Plain text: https://secwatch.observer/filing/0001628280-25-001522.txt

## Key facts
- Executive change
  James Nevin was appointed as Chief Financial Officer at Forge Global Holdings, Inc..
  - Action: appointed
  - Role: Chief Financial Officer
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1827821/000162828025001522/0001628280-25-001522-index.htm
- Executive change
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1827821/000162828025001522/0001628280-25-001522-index.htm

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