secwatch.observer — SEC 8-K summary
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Issuer:     Forge Global Holdings, Inc. (—)
CIK:        0001827821
Form:       8-K
Filed at:   2026-03-02T23:59:59+00:00
Accession:  0001827821-26-000010
Event type: m_and_a
Sentiment:  neutral
Materiality: 1.00
Item codes: 2.01, 3.01, 3.03, 5.01, 5.03, 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1827821/000182782126000010/0001827821-26-000010-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1827821/000182782126000010/forge8-kschwabmergerclose.htm
  HTML page:      https://secwatch.observer/filing/0001827821-26-000010

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer