---
schema_version: "secwatch.filing_event.v1"
accession: "0001827821-26-000010"
form_type: "8-K"
ticker: null
cik: "0001827821"
company_name: "Forge Global Holdings, Inc."
filed_at: "2026-03-02T23:59:59+00:00"
generated_at: "2026-05-15T22:44:23.224083+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 1.0
calibrated_materiality_score: 1.0
confidence: "high"
source: SEC EDGAR
---

# Forge Global acquired by Schwab for $45.00/share; shares to be delisted

## Summary
- Acquisition closed March 2, 2026; shareholders received $45.00 cash per share.
- Shares will be delisted from NYSE; Form 25 filed, Form 15 to follow to terminate SEC registration.
- All prior directors resigned; new board consists of Richard Wurster, Michael Verdeschi, Jonathan Craig.
- Company's certificate of incorporation and bylaws amended and restated effective at closing.
- Equity awards converted: options cashed out, RSUs/PSUs exchanged for Schwab stock at the Equity Award Exchange Ratio.

## SEC filing metadata
- accession: 0001827821-26-000010
- form_type: 8-K
- cik: 0001827821
- company_name: Forge Global Holdings, Inc.
- filed_at: 2026-03-02T23:59:59+00:00
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 1.0
- calibrated_materiality_score: 1.0
- confidence: high
- sec_items: 2.01, 3.01, 3.03, 5.01, 5.03, 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1827821/000182782126000010/0001827821-26-000010-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1827821/000182782126000010/forge8-kschwabmergerclose.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001827821-26-000010
- JSON: https://secwatch.observer/filing/0001827821-26-000010.json
- Plain text: https://secwatch.observer/filing/0001827821-26-000010.txt

## Source-grounded claims
- claim_id: 7c76138304d0793abd14d6420c83155c88792922
  claim: Forge Global Holdings, Inc.: Amended and restated certificate of incorporation at effective time of merger.
  evidence_excerpt: At the Effective Time, in accordance with the terms of the Merger Agreement, the Company’s certificate of incorporation and by-laws were amended and restated in their entirety.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1827821/000182782126000010/0001827821-26-000010-index.htm
- claim_id: c6e6c1ebfab3c5327999333c33584cdf6202222f
  claim: Forge Global Holdings, Inc.: Amended and restated bylaws at effective time of merger.
  evidence_excerpt: At the Effective Time, in accordance with the terms of the Merger Agreement, the Company’s certificate of incorporation and by-laws were amended and restated in their entirety.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1827821/000182782126000010/0001827821-26-000010-index.htm
- claim_id: 5ea0a71991e53647f5d46ec18e2eec545af19f39
  claim: Forge Global Holdings, Inc. underwent a change of control involving The Charles Schwab Corporation for $45.00 per Share in cash (closed 2026-03-02).
  evidence_excerpt: and ceased to exist, and (ii) each other Share issued and outstanding immediately prior to the Effective Time was converted into the right to receive an amount in cash equal to $45.00, without interest (the “ Per Share Merger Consideration ”). As a result of the consummation of the transactions contemplated by the Merger Agreement, the Company became a wholly
  evidence_url: https://www.sec.gov/Archives/edgar/data/1827821/000182782126000010/0001827821-26-000010-index.htm

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