---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-25-004272"
form_type: "8-K/A"
ticker: null
cik: "0001827821"
company_name: "Forge Global Holdings, Inc."
filed_at: "2025-02-06T23:59:59+00:00"
generated_at: "2026-05-27T01:47:47.131530+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-25-004272
- form_type: 8-K/A
- cik: 0001827821
- company_name: Forge Global Holdings, Inc.
- filed_at: 2025-02-06T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 5.02
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1827821/000162828025004272/0001628280-25-004272-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1827821/000162828025004272/forge-20250107.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-25-004272
- JSON: https://secwatch.observer/filing/0001628280-25-004272.json
- Plain text: https://secwatch.observer/filing/0001628280-25-004272.txt

## Key facts
- Executive change
  Mark Lee changed role as Chief Financial Officer at Forge Global Holdings, Inc..
  - Action: transitioned
  - Role: Chief Financial Officer
  source text: 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
  evidence_url: https://www.sec.gov/Archives/edgar/data/1827821/000162828025004272/0001628280-25-004272-index.htm

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