FRGE Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 4.50%

Insider Buying (Last 12 Months): $48,866.44

Insider Selling (Last 12 Months): $2,055,317.00

Forge Global Insider Trading History Chart

Forge Global Share Price & Price History

^$14.82

▲ +0.22 (1.51%)

As of 05/28/2025 04:59 PM ET

Days: 30 | 90 | 365

Forge Global Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
5/19/2025	Jennifer Phillips	CRO	Sell	500	$15.00	$7,500.00	20,059
5/16/2025	James Nevin	CFO	Buy	3,508	$13.93	$48,866.44	3,508
4/15/2025	Jennifer Phillips	CRO	Sell	16,150	$15.11	$244,026.50	22,226
2/18/2025	Jennifer Phillips	CRO	Sell	10,607	$15.00	$159,105.00	40,315
1/15/2025	Kelly Rodriques	CEO	Sell	3,333	$12.00	$39,996.00	535,347
12/18/2024	Jennifer Phillips	CRO	Sell	93	$15.00	$1,395.00	48,306
12/16/2024	Kelly Rodriques	CEO	Sell	1,666	$15.60	$25,989.60	543,540
12/4/2024	Kelly Rodriques	CEO	Sell	475	$15.30	$7,267.50	555,164
12/2/2024	Jennifer Phillips	CRO	Sell	3,333	$16.05	$53,494.65	49,601
12/2/2024	Kelly Rodriques	CEO	Sell	2,115	$15.30	$32,359.50	556,958
11/18/2024	Kelly Rodriques	CEO	Sell	1,666	$12.30	$20,491.80	559,074
11/15/2024	Kelly Rodriques	CEO	Sell	1,666	$13.20	$21,991.20	560,740
11/4/2024	Jennifer Phillips	CRO	Sell	1,666	$17.10	$28,488.60	55,305
11/1/2024	Jennifer Phillips	CRO	Sell	1,666	$17.10	$28,488.60	56,972
10/24/2024	Jennifer Phillips	CRO	Sell	2,594	$18.15	$47,081.10	58,638
10/22/2024	Jennifer Phillips	CRO	Sell	3,333	$19.20	$63,993.60	64,566
10/15/2024	Kelly Rodriques	CEO	Sell	3,333	$19.95	$66,493.35	565,068
9/16/2024	Drew Sievers	COO	Sell	736	$20.40	$15,014.40	53,354
9/16/2024	Kelly Rodriques	CEO	Sell	1,227	$20.40	$25,030.80	573,399
9/11/2024	Kelly Rodriques	CEO	Sell	2,666	$19.20	$51,187.20	580,293
9/5/2024	Kelly Rodriques	CEO	Sell	4,000	$19.35	$77,400.00	588,518
8/15/2024	Drew Sievers	COO	Sell	1,603	$19.50	$31,258.50	55,496
8/15/2024	Kelly Rodriques	CEO	Sell	2,672	$19.50	$52,104.00	593,179
8/12/2024	Kelly Rodriques	CEO	Sell	7,243	$18.45	$133,633.35	603,729
8/9/2024	Kelly Rodriques	CEO	Sell	1,637	$19.65	$32,167.05	610,972
7/22/2024	Kelly Rodriques	CEO	Sell	4,340	$21.90	$95,046.00	617,020
7/15/2024	Kelly Rodriques	CEO	Sell	10,000	$21.30	$213,000.00	621,361
7/12/2024	Kelly Rodriques	CEO	Sell	11,000	$21.15	$232,650.00	631,361
7/10/2024	Kelly Rodriques	CEO	Sell	5,666	$20.85	$118,136.10	667,303
7/8/2024	Kelly Rodriques	CEO	Sell	4,333	$21.30	$92,292.90	674,370
6/3/2024	Kelly Rodriques	CEO	Sell	1,666	$22.95	$38,234.70	683,955
5/22/2024	Kelly Rodriques	CEO	Sell	2,250	$27.15	$61,087.50	687,371
5/1/2024	Kelly Rodriques	CEO	Sell	2,383	$28.20	$67,200.60	693,464
4/16/2024	Kelly Rodriques	CEO	Sell	1,386	$27.60	$38,253.60	695,847
3/4/2024	Kelly Rodriques	CEO	Sell	1,837	$29.70	$54,558.90	728,374
3/1/2024	Kelly Rodriques	CEO	Sell	1,495	$30.00	$44,850.00	730,211
2/6/2024	Kelly Rodriques	CEO	Sell	1,654	$26.55	$43,913.70	675,967
1/3/2024	Kelly Rodriques	CEO	Sell	2,666	$47.25	$125,968.50	694,188
12/4/2023	Kelly Rodriques	CEO	Sell	3,333	$47.25	$157,484.25	699,228
11/10/2023	Kelly Rodriques	CEO	Sell	2,000	$33.60	$67,200.00	702,561
10/2/2023	Kelly Rodriques	CEO	Sell	760	$28.80	$21,888.00	708,468
9/5/2023	Kelly Rodriques	CEO	Sell	2,000	$33.90	$67,800.00	709,228
9/1/2023	Kelly Rodriques	CEO	Sell	1,333	$35.70	$47,588.10	711,228
4/19/2023	Kelly Rodriques	CEO	Sell	3,346	$22.80	$76,288.80	404,362
4/17/2023	Kelly Rodriques	CEO	Sell	4,267	$25.20	$107,528.40	409,007
11/17/2022	Kimberley H Vogel	Director	Buy	2,200	$22.65	$49,830.00	2,200
11/11/2022	Kimberley H Vogel	Director	Buy	2,020	$24.75	$49,995.00	3,620
9/22/2022	Christoph Hansmeyer	Director	Buy	290	$30.00	$8,700.00	1,890

See Full Table

SEC Filings (Institutional Ownership Changes) for Forge Global (NYSE:FRGE)

40.67% of Forge Global stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Forge Global Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2025	Jane Street Group LLC	48,559	$27K	0.0%	-92.9%	0.394%
5/16/2025	Goldman Sachs Group Inc.	377,237	$0.21M	0.0%	-28.5%	3.060%
5/16/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	68,888	$39K	0.0%	+4.5%	0.559%
5/16/2025	Interval Partners LP	308,388	$0.17M	0.0%	+1.2%	2.502%
5/16/2025	AQR Capital Management LLC	194,616	$0.11M	0.0%	+305.0%	1.579%
5/16/2025	AWM Investment Company Inc.	3,928,927	$2.21M	0.3%	+793.9%	31.870%
5/16/2025	Alyeska Investment Group L.P.	1,990,391	$1.12M	0.0%	N/A	16.145%
5/14/2025	Whetstone Capital Advisors LLC	371,008	$0.21M	0.1%	N/A	3.009%
5/13/2025	Cresset Asset Management LLC	673,466	$0.38M	0.0%	-35.2%	5.463%
5/12/2025	Nuveen LLC	411,336	$0.23M	0.0%	N/A	3.337%
5/12/2025	Invesco Ltd.	45,944	$26K	0.0%	-3.8%	0.373%
5/9/2025	Charles Schwab Investment Management Inc.	995,979	$0.56M	0.0%	+13.1%	7.937%
5/8/2025	US Bancorp DE	3,584,701	$2.02M	0.0%	-3.2%	28.566%
5/8/2025	XTX Topco Ltd	54,878	$31K	0.0%	-35.1%	0.437%
4/29/2025	Bank of New York Mellon Corp	292,017	$0.16M	0.0%	-0.3%	2.327%
4/28/2025	Summit Trail Advisors LLC	157,666	$89K	0.0%	+19.7%	1.256%
2/18/2025	AWM Investment Company Inc.	439,503	$0.41M	0.0%	N/A	0.238%
2/17/2025	Temasek Holdings Private Ltd	4,943,971	$4.60M	0.0%	-35.7%	2.672%
2/17/2025	ProShare Advisors LLC	32,807	$31K	0.0%	+51.3%	0.018%
2/17/2025	Millennium Management LLC	271,024	$0.25M	0.0%	-37.7%	0.146%
2/17/2025	Focus Partners Wealth	40,013	$37K	0.0%	N/A	0.022%
2/17/2025	D. E. Shaw & Co. Inc.	34,538	$32K	0.0%	N/A	0.019%
2/17/2025	Deutsche Bank AG	245,790	$0.23M	0.0%	+438.1%	0.133%
2/17/2025	Cresset Asset Management LLC	1,039,483	$0.97M	0.0%	-1.1%	0.562%
2/17/2025	Bank of America Corp DE	143,525	$0.13M	0.0%	+10.2%	0.078%
2/14/2025	Jane Street Group LLC	685,172	$0.64M	0.0%	+355.4%	0.370%
2/14/2025	Schonfeld Strategic Advisors LLC	185,010	$0.17M	0.0%	+9.8%	0.100%
2/14/2025	Northern Trust Corp	1,069,884	$1M	0.0%	+14.6%	0.578%
2/14/2025	The Manufacturers Life Insurance Company	28,568	$27K	0.0%	-40.8%	0.015%
2/13/2025	XTX Topco Ltd	84,599	$79K	0.0%	N/A	0.046%
2/13/2025	Barclays PLC	175,272	$0.16M	0.0%	+16.7%	0.095%
2/13/2025	Renaissance Technologies LLC	456,323	$0.43M	0.0%	+325.2%	0.247%
2/13/2025	Wells Fargo & Company MN	2,583,455	$2.41M	0.0%	+0.6%	1.396%
2/12/2025	Geode Capital Management LLC	2,651,436	$2.47M	0.0%	+1.2%	1.433%
2/12/2025	JPMorgan Chase & Co.	381,805	$0.36M	0.0%	+341.0%	0.206%
2/11/2025	Prudential Financial Inc.	28,785	$27K	0.0%	N/A	0.016%
2/11/2025	Virtu Financial LLC	57,440	$53K	0.0%	N/A	0.031%
2/11/2025	Douglass Winthrop Advisors LLC	4,449,822	$4.14M	0.1%	-3.6%	2.405%
2/11/2025	Intech Investment Management LLC	55,500	$52K	0.0%	+361.3%	0.030%
2/6/2025	Charles Schwab Investment Management Inc.	880,443	$0.82M	0.0%	-8.8%	0.476%
2/5/2025	US Bancorp DE	3,704,701	$3.45M	0.0%	-3.6%	2.002%
2/4/2025	Los Angeles Capital Management LLC	243,220	$0.23M	0.0%	N/A	0.131%
1/29/2025	Summit Trail Advisors LLC	131,666	$0.12M	0.0%	-49.6%	0.071%
1/17/2025	SG Americas Securities LLC	65,361	$61K	0.0%	+167.3%	0.035%
1/13/2025	Miracle Mile Advisors LLC	86,700	$81K	0.0%	+116.8%	0.047%
11/19/2024	Barclays PLC	150,241	$0.20M	0.0%	+278.5%	0.081%
11/16/2024	Geode Capital Management LLC	2,619,886	$3.43M	0.0%	+0.7%	1.416%
11/15/2024	Barclays PLC	150,241	$0.20M	0.0%	+278.5%	0.081%
11/15/2024	Jane Street Group LLC	150,455	$0.20M	0.0%	-20.5%	0.081%
11/15/2024	Temasek Holdings Private Ltd	7,684,918	$10.07M	0.0%	-10.7%	4.154%
11/15/2024	State Street Corp	2,263,898	$2.97M	0.0%	+1.2%	1.224%
11/13/2024	Douglass Winthrop Advisors LLC	4,614,822	$6.05M	0.1%	-8.4%	2.520%
11/12/2024	Charles Schwab Investment Management Inc.	965,837	$1.27M	0.0%	+4.0%	0.527%
11/5/2024	GSA Capital Partners LLP	73,383	$96K	0.0%	N/A	0.040%
10/28/2024	US Bancorp DE	3,844,701	$5.04M	0.0%	-2.5%	2.124%
10/3/2024	SG Americas Securities LLC	24,453	$32K	0.0%	N/A	0.014%
8/15/2024	The Manufacturers Life Insurance Company	49,008	$72K	0.0%	+23.8%	0.027%
8/14/2024	Squarepoint Ops LLC	164,454	$0.24M	0.0%	+1,068.2%	0.091%
8/14/2024	Interval Partners LP	255,528	$0.37M	0.0%	N/A	0.141%
8/13/2024	Summit Trail Advisors LLC	285,867	$0.42M	0.0%	-3.3%	0.158%
8/12/2024	First Eagle Investment Management LLC	221,959	$0.32M	0.0%	+64.4%	0.123%
8/9/2024	Renaissance Technologies LLC	49,900	$73K	0.0%	+42.2%	0.028%
8/8/2024	American Century Companies Inc.	19,382	$28K	0.0%	-79.1%	0.011%
8/6/2024	Norden Group LLC	36,027	$53K	0.0%	N/A	0.020%
7/26/2024	Bank of New York Mellon Corp	373,341	$0.55M	0.0%	+23.1%	0.206%
7/18/2024	Miracle Mile Advisors LLC	40,000	$58K	0.0%	+166.7%	0.022%
5/16/2024	California State Teachers Retirement System	113,349	$0.22M	0.0%	-5.6%	0.063%
5/15/2024	Price T Rowe Associates Inc. MD	33,686	$66K	0.0%	+29.4%	0.019%
5/10/2024	Vanguard Group Inc.	5,539,496	$10.69M	0.0%	+1.7%	3.071%
5/9/2024	First Eagle Investment Management LLC	135,000	$0.26M	0.0%	N/A	0.075%
5/8/2024	US Bancorp DE	4,084,701	$7.88M	0.0%	-3.8%	2.264%
5/7/2024	SG Americas Securities LLC	25,415	$49K	0.0%	-50.9%	0.014%
4/23/2024	Summit Trail Advisors LLC	295,667	$0.57M	0.0%	-8.1%	0.165%
4/18/2024	Miracle Mile Advisors LLC	15,000	$29K	0.0%	N/A	0.008%
2/26/2024	Virtu Financial LLC	84,291	$0.29M	0.0%	N/A	0.048%
2/13/2024	Tower Research Capital LLC TRC	15,725	$54K	0.0%	+177.5%	0.009%
2/9/2024	US Bancorp DE	4,244,701	$14.56M	0.0%	-5.1%	2.422%
2/9/2024	Wells Fargo & Company MN	2,548,972	$8.74M	0.0%	+0.3%	1.454%
2/7/2024	Abacus Wealth Partners LLC	942,866	$3.23M	0.5%	+107.3%	0.538%
2/6/2024	Summit Trail Advisors LLC	321,667	$1.10M	0.0%	+8.8%	0.184%
2/6/2024	Swiss National Bank	223,285	$0.77M	0.0%	N/A	0.127%
2/5/2024	Russell Investments Group Ltd.	33,562	$0.12M	0.0%	-89.3%	0.019%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	39,205	$0.13M	0.0%	N/A	0.022%
1/24/2024	Arizona State Retirement System	31,669	$0.11M	0.0%	N/A	0.018%
1/12/2024	SG Americas Securities LLC	51,810	$0.18M	0.0%	+17.5%	0.030%
1/11/2024	Ausdal Financial Partners Inc.	20,640	$71K	0.0%	N/A	0.012%
12/6/2023	Citigroup Inc.	30,082	$61K	0.0%	-61.3%	0.017%
11/7/2023	New York State Common Retirement Fund	21,643	$44K	0.0%	-54.1%	0.012%
11/7/2023	Barclays PLC	19,127	$39K	0.0%	-43.5%	0.011%
11/3/2023	US Bancorp DE	4,474,701	$9.08M	0.0%	-3.8%	2.567%
10/13/2023	SG Americas Securities LLC	44,090	$90K	0.0%	N/A	0.025%
9/21/2023	Barclays PLC	33,876	$83K	0.0%	N/A	0.019%
8/7/2023	Principal Financial Group Inc.	11,664	$28K	0.0%	N/A	0.007%
8/4/2023	American International Group Inc.	52,890	$0.13M	0.0%	N/A	0.030%
7/27/2023	Virtu Financial LLC	20,936	$51K	0.0%	-38.7%	0.012%
7/25/2023	Summit Trail Advisors LLC	295,667	$0.72M	0.0%	-13.3%	0.170%
5/19/2023	Abacus Wealth Partners LLC	454,907	$0.63M	0.2%	N/A	0.261%
5/11/2023	U.S. Capital Wealth Advisors LLC	14,700	$26K	0.0%	N/A	0.008%
5/4/2023	Summit Trail Advisors LLC	340,937	$0.60M	0.0%	+727.5%	0.197%
2/10/2023	Franklin Resources Inc.	320,547	$0.56M	0.0%	N/A	0.186%

Data available starting January 2016

See Full Table

Forge Global Holdings, Inc. operates a financial services platform in California. The company's platform solutions include trading solutions, a platform that connects investors with private company stockholders and enables them to facilitate private share transactions; and custody solutions, a non-depository trust company that enables clients to securely custody and manage assets through an online portal. It also provides data solutions, such as information and insight to navigate, analyze, and make investment decisions to market participants in the private market. The company was founded in 2014 and is headquartered in San Francisco, California.

Today's Range

Now: $14.82

$14.17

$14.93

50 Day Range

MA: $11.75

$7.43

$17.76

52 Week Range

Now: $14.82

$6.60

$26.10

Volume

59,628 shs

Average Volume

56,677 shs

Market Capitalization

$182.70 million

P/E Ratio

N/A

Dividend Yield

N/A

Beta

2.27

Who are the company insiders with the largest holdings of Forge Global?: Forge Global's top insider shareholders include:
Kelly Rodriques (CEO)
Jennifer Phillips (CRO)
Drew Sievers (COO)
James Nevin (CFO)
Learn More about top insider investors at Forge Global.
Who are the major institutional investors of Forge Global?: Forge Global's top institutional investors include:
AWM Investment Company Inc. — 31.87%
US Bancorp DE — 28.57%
Alyeska Investment Group L.P. — 16.15%
Charles Schwab Investment Management Inc. — 7.94%
Cresset Asset Management LLC — 5.46%
Nuveen LLC — 3.34%
Learn More about top institutional investors of Forge Global stock.
Which institutional investors are selling Forge Global stock?: Within the last quarter, FRGE stock was sold by these institutional investors:
Jane Street Group LLC
Cresset Asset Management LLC
Goldman Sachs Group Inc.
US Bancorp DE
XTX Topco Ltd
Invesco Ltd.
Bank of New York Mellon Corp
Within the last year, company insiders that have sold Forge Global company stock include:
Kelly Rodriques (CEO)
Jennifer Phillips (CRO)
Drew Sievers (COO)
Learn More investors selling Forge Global stock.
Which institutional investors are buying Forge Global stock?: Within the last quarter, FRGE stock was purchased by institutional investors including:
AWM Investment Company Inc.
Alyeska Investment Group L.P.
Nuveen LLC
Whetstone Capital Advisors LLC
AQR Capital Management LLC
Charles Schwab Investment Management Inc.
Summit Trail Advisors LLC
Interval Partners LP