Forge Global CFO Mark Lee to transition; separation agreement signed Feb 2

Forge Global Holdings, Inc.

Mark Lee ceased as CFO on Jan 20, 2025; will serve as Chief of Strategic Wealth Solutions.
Separation agreement signed Feb 2; last day of employment June 30, 2025.
Severance paid in lump sum instead of 18-month salary continuation.
Eligible for additional cash payment up to $142,506 (prorated 2024 bonus for 6 months).
Terms materially consistent with Good Reason termination benefits under employment agreement.

item 5.02

Executive movements

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Role change

Mark Lee

Chief Financial Officer

Forge Global Holdings, Inc.

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

the Company and Mr. Lee mutually agreed on January 7, 2025 that Mr. Lee would transition from his role as the Company’s Chief Financial Officer, effective January 20, 2025

Key facts

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Executive change SEC 8-K Item 5.02 confidence 0.95

Mark Lee changed role as Chief Financial Officer at Forge Global Holdings, Inc..

Action: transitioned
Role: Chief Financial Officer

Exact text from the filing

the Company and Mr. Lee mutually agreed on January 7, 2025 that Mr. Lee would transition from his role as the Company’s Chief Financial Officer, effective January 20, 2025

View on SEC.gov

Source: SEC EDGAR

accession 0001628280-25-004272

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