CIBRA Capital Ltd Purchases Shares of 74,966 Forge Global Holdings, Inc. $FRGE
CIBRA Capital Ltd acquired 74,966 shares of Forge Global Holdings, Inc. (FRGE) in the fourth quarter, valued at approximately $3.34 million. This purchase makes Forge Global the 10th largest holding in CIBRA's portfolio, representing about 5.7% of its investments. Forge Global is currently trading near its 52-week high with a market capitalization of $623.03 million, and analysts have a cautious "Reduce" rating on the stock with a consensus target price of $42.00.
Forge Global Holdings, Inc. (NYSE:FRGE) Receives Average Recommendation of "Reduce" from Analysts
Forge Global Holdings, Inc. (NYSE:FRGE) has received a consensus "Reduce" recommendation from six analysts, with an average 12-month price target of $42.00. The company's stock opened at $45.00, near its 52-week high, and has a market cap of approximately $623 million. Institutional investors hold over 40% of the stock, with some increasing their positions recently.
OpenAI, Anthropic, xAI Ignite Q1's Massive AI Investment Boom
The first quarter of 2026 saw a massive surge in AI investment, with OpenAI, Anthropic, and xAI leading the charge despite various legal and PR controversies. OpenAI secured $110 billion, Anthropic raised $30 billion, and xAI attracted $20 billion, demonstrating strong investor confidence in the AI sector. Other key players like Databricks and Skild AI also garnered significant funding to advance data platforms and robotics automation.
[15-12G] Forge Global Holdings, Inc. SEC Filing
Forge Global Holdings, Inc. has filed Form 15-12G with the SEC, indicating the termination of its registration under Section 12(g) and suspension of its duty to file reports under Sections 13 and 15(d) of the Securities Exchange Act of 1934. The filing, dated March 12, 2026, was signed by Richard A. Wurster, President and CEO, and relies on rules 12g-4(a)(1) and 12h-3(b)(1)(i). The company reported having one holder of record as of the certification date.
Schwab deal cancels Forge (FRGE) CFO stock and converts awards
Forge Global Holdings, Inc.'s CFO, Nevin James, reported significant equity changes tied to the company's merger with The Charles Schwab Corporation. This included the cancellation of 20,647 Forge common shares, converted into $45.00 cash per share, and the disposition of 75,222 performance stock units and 6,740 restricted stock units, which were converted into Schwab awards. An earlier acquisition of 26,665 performance-based restricted stock units occurred after the compensation committee certified maximum performance for 2025 stock price goals.
Forge Global Holdings, Inc.(NYSE: FRGE) dropped from Russell Microcap Index
Forge Global Holdings, Inc. (NYSE:FRGE) has been removed from the Russell Microcap Index, as announced on March 2, 2026. This exclusion is part of a series of index removals for FRGE, which also includes being dropped from other Russell indices like the Russell 3000E Value Benchmark and the Russell 2000 Value-Dynamic Index, as well as S&P Global BMI and TMI Indices. Forge Global Holdings operates as a financial technology company providing marketplace infrastructure, data, and custody solutions for private market participants, assisting with private share transactions and asset management.
Forge Global (FRGE) director reports $45-per-share cash-out in Schwab deal
Forge Global director Lawrence E. Leibowitz reported dispositions of his equity holdings in connection with Forge Global's merger with The Charles Schwab Corporation. On March 2, 2026, each Forge common share was converted into the right to receive $45.00 per share in cash. Leibowitz disposed of 27,588 common shares at this price and 5,668 restricted stock units, which were converted into Schwab restricted stock units based on an exchange ratio.
[SCHEDULE 13G] Forge Global Holdings, Inc. Passive Investment Disclosure (>5%)
Glazer Capital, LLC and Paul J. Glazer have filed a Schedule 13G for Forge Global Holdings, Inc. (FRGE), reporting that they no longer beneficially own more than 5% of the company's common stock. The filing indicates their current ownership is 0 shares, representing 0% of the class. This serves as a routine disclosure to update their ownership status.
Forge Global (FRGE) CAO reports equity disposition in Charles Schwab merger
Forge Global Holdings' Chief Accounting Officer, Catherine M. Dondzila, reported the disposition of equity in connection with the company's merger with The Charles Schwab Corporation. She disposed of 23,252 shares of Forge Global common stock and 32,491 restricted stock units, with common shares converted to cash at $45.00 per share and RSUs converted into Schwab RSUs based on a specified exchange ratio. This transaction took effect on March 2, 2026, marking Forge Global's transition into a wholly owned subsidiary of Charles Schwab.
[Form 4] Forge Global Holdings, Inc. Insider Trading Activity
Forge Global Holdings, Inc. CEO Kelly Rodriques reported dispositions of equity interests following the company's merger with The Charles Schwab Corporation. Common stock shares were converted to $45.00 cash per share, while unvested performance and restricted stock units were assumed by Schwab and converted into Schwab restricted stock units. This Form 4 filing details the transactions, confirming the economic treatment of Forge's equity at the merger's closing on March 2, 2026.
Forge Global (FRGE) director reports $45-per-share merger payout
Forge Global director Asiff S. Hirji reported the disposition of company equity related to its merger with The Charles Schwab Corporation. On March 2, 2026, each Forge Global common share was converted into $45.00 cash per share. Outstanding Forge restricted stock units were converted into Schwab restricted stock units based on the $45.00 merger consideration and a Schwab share price of $94.7880.
Forge Global Holdings, Inc.(NYSE: FRGE) dropped from Russell 2000 Index
Forge Global Holdings, Inc. (NYSE: FRGE) has been removed from the Russell 2000 Index. This follows its recent removal from the S&P Global BMI Index and the S&P TMI Index, as well as several other Russell indices. Forge Global Holdings operates as a provider of marketplace infrastructure, data services, and technology solutions for private market participants, offering trading, custody, and data solutions.
Forge Global Holdings, Inc.(NYSE: FRGE) dropped from S&P TMI Index
Forge Global Holdings, Inc. (NYSE:FRGE) has been removed from the S&P TMI Index. This event is part of a series of recent index removals for the company, including from the S&P Global BMI Index and various Russell benchmark indices, indicating potential changes in its market standing or investor perception. Forge Global Holdings operates as a provider of marketplace infrastructure and data solutions for private market participants, offering platforms for trading, custody, and data analysis in the private market sector.
Forge Global Holdings, Inc. (NYSE:FRGE) Short Interest Update
Forge Global Holdings, Inc. (NYSE:FRGE) experienced a significant 33.5% increase in short interest in February, totaling 765,982 shares, representing 5.8% of its shares sold short. Despite institutional investors like Vanguard and First Trust increasing their holdings, analysts have a mixed view, with an average "Reduce" rating and a target price of $42.00. The stock is currently trading near its 52-week high with a market capitalization of $623.11 million.
Forge Global Holdings, Inc.(NYSE: FRGE) dropped from Russell 2500 Value Index
Forge Global Holdings, Inc. (NYSE: FRGE) has been removed from the Russell 2500 Value Index. This news follows a series of similar announcements where the company was dropped from various other Russell and S&P indices on March 2nd and 3rd, 2026. Forge Global provides marketplace infrastructure, data services, and technology solutions for private market participants, offering trading, custody, and data tools.
Forge Global Holdings, Inc. (NYSE:FRGE) Receives Average Rating of "Reduce" from Brokerages
Forge Global Holdings, Inc. (NYSE:FRGE) has received an average "Reduce" rating from six research firms, with one sell and five hold recommendations, and an average 12-month price target of $42.00, below its current trading price of around $45.01. Despite this cautious analyst sentiment, institutional ownership of the stock is approximately 40.67%, with several hedge funds increasing their positions, indicating growing institutional interest. The company operates a digital marketplace for trading shares in private companies, aiming to provide liquidity solutions for pre-IPO securities.
Charles Schwab Completes Acquisition of Forge Global
The Charles Schwab Corporation has completed its acquisition of Forge Global Holdings, Inc., aiming to expand access to private market investments for individual investors and RIAs. This acquisition integrates Forge's private market capabilities with Schwab's public market expertise, intending to enhance wealth creation and diversification opportunities. Schwab plans to introduce Forge's products to more clients and further integrate the businesses in the coming months.
Schwab closes $45 cash acquisition of Forge Global (NYSE: FRGE)
The Charles Schwab Corporation has completed its acquisition of Forge Global Holdings, Inc. through a cash merger, with each Forge common share converting into the right to receive $45.00 in cash. Forge is now a wholly owned subsidiary of Schwab and will be delisted from the NYSE, with its SEC reporting obligations to be terminated. Forge's stock options were cashed out, while RSUs, restricted shares, and performance stock units were converted into Schwab equity awards.
Charles Schwab Completes Acquisition of Forge Global
The Charles Schwab Corporation has announced the completion of its acquisition of Forge Global Holdings, Inc. This acquisition aims to expand Schwab's alternative investment offerings by providing individual investors and RIAs with access to private market transactions, mirroring Schwab's historical impact on public markets. Through this deal, Forge's shareholders received $45 cash per outstanding common share, and integration efforts are currently underway.
[25-NSE] Forge Global Holdings, Inc. SEC Filing
Forge Global Holdings, Inc. submitted a Form 25-NSE to notify the removal of its Common Stock from listing and/or registration on the New York Stock Exchange. Both the Exchange and the issuer confirmed compliance with applicable rules for striking the class and voluntary withdrawal. The filing indicates a neutral impact and sentiment regarding this delisting action.
Forge Global (NYSE:FRGE) Expands Digital Marketplace For Private Equity Growth Today
Forge Global (NYSE:FRGE), operating in the financial technology sector, is expanding its digital marketplace for private equity growth. The platform aims to streamline access to private company shares by providing trade execution, settlement coordination, and custody services. Institutional entities reportedly hold a significant portion of the company's shares.
Forge Global (FRGE) CAO uses 755 shares to cover RSU tax withholding
Forge Global's Chief Accounting Officer, Catherine M. Dondzila, reported a Form 4 transaction where 755 shares of common stock were withheld by the company to cover tax obligations related to net-settled restricted stock units. This transaction, dated February 20, 2026, was not an open-market sale but a tax withholding, leaving her with 55,743 directly held shares. The filing provides details on the nature of the transaction and the shares beneficially owned thereafter.
[Form 4] Forge Global Holdings, Inc. Insider Trading Activity
Forge Global Holdings, Inc. CEO Kelly Rodriques reported a tax-related share disposition on February 20, 2026, where 1,347 shares were withheld by the company to cover tax obligations from restricted stock units. This was not an open market sale. Following this, Rodriques directly holds 522,330 shares and indirectly holds an additional 4,718 shares through a Roth IRA.
Form 4: Rodriques Kelly reports acquisition/exercise transactions in FRGE
Forge Global Holdings, Inc. CEO Rodriques Kelly reported the acquisition of 91,444 performance-based restricted stock units (PSUs) in a Form 4 SEC filing. These PSUs, granted at $0 per unit, are subject to both performance and time-based vesting conditions, including a Sale Event with a price of at least $45 by December 31, 2026. Following this transaction, Kelly Rodriques directly beneficially owns 523,677 shares of FRGE common stock, with an additional 4,718 shares held indirectly in a Roth IRA.
Forge Global (FRGE) CAO records 575-share Form 4 tax withholding
Forge Global's Chief Accounting Officer, Catherine M. Dondzila, reported a disposition of 575 shares of common stock on February 10, 2026. This transaction was conducted to fulfill tax withholding obligations related to restricted stock units. Following this, Dondzila directly holds 47,610 shares of Forge Global common stock.
Why Did Forge Global Stock Rocket 66% Pre-Market Today?
This article mentions that Forge Global stock saw a pre-market surge of 66%. The content provided does not offer specific reasons for this significant stock movement.
Analysts Offer Insights on Financial Companies: SEI Investments Company (SEIC), UBS Group AG (UBS) and Galaxy Digital (GLXY)
This article highlights bullish sentiments from three analysts regarding SEI Investments Company (SEIC), UBS Group AG (UBS), and Galaxy Digital (GLXY). Alex Kramm of UBS initiated coverage on SEIC with a Buy rating and a $115 price target. Joseph Dickerson from Jefferies maintained a Buy rating on UBS Group AG with a CHF55 price target, and Joseph Vafi from Canaccord Genuity maintained a Buy rating on Galaxy Digital with a $50 price target.
Forge Global Holdings, Inc. (NYSE:FRGE) Receives Consensus Recommendation of "Hold" from Analysts
Forge Global Holdings, Inc. (NYSE:FRGE) has received a consensus "Hold" rating from seven analysts, with an average 12-month price target of $42.00. The company's stock is trading near its 52-week high, with significant institutional investor holdings. Forge Global operates a digital marketplace for pre-IPO shares, facilitating liquidity for private company stakeholders.
Forge Global (NYSE: FRGE) shareholders approve merger with Schwab
Forge Global Holdings, Inc. shareholders have approved the merger agreement with The Charles Schwab Corporation at a special meeting held on January 22, 2026. This approval will result in Forge Global becoming a wholly-owned subsidiary of Schwab. Shareholders also gave non-binding advisory approval for executive officer compensation arrangements related to the merger.
Forge Global Holdings, Inc. (NYSE:FRGE) Given Average Rating of "Hold" by Analysts
Forge Global Holdings, Inc. (NYSE:FRGE) has received an average "Hold" recommendation from analysts, based on reports from seven firms. The company's average 1-year price target is $42.00, and institutional investors own approximately 40.67% of its stock. Recent trading shows FRGE shares near their 12-month high, with a market capitalization of $607.31 million.
Why The Narrative Around Forge Global Holdings FRGE Is Shifting To The Schwab US$45 Cash Offer
The article discusses how the narrative around Forge Global Holdings (FRGE) has shifted due to Charles Schwab's US$45 all-cash acquisition offer. It highlights that the fair value of FRGE is now anchored to this offer price, with analysts like UBS and Piper Sandler adjusting their price targets accordingly and emphasizing that the stock's future movements will be driven by deal dynamics rather than standalone growth. The article also provides details on the acquisition, regulatory approvals, and how the deal impacts the fair value assumptions for Forge Global.
SHAREHOLDER ALERT: The M&A Class Action Firm Continues to Investigate the Merger--CRAWA, SNCR, SNDA, and FRGE
Monteverde & Associates PC, a prominent M&A class action firm, is actively investigating several mergers involving Crawford United Corporation (CRAWA), Synchronoss Technologies, Inc. (SNCR), Sonida Senior Living, Inc. (SNDA), and Forge Global Holdings, Inc. (FRGE). The firm is encouraging shareholders of these companies to act before their respective shareholder votes in January and February 2026, offering free information on their website regarding these transactions. This alert emphasizes their commitment to recovering funds for shareholders and invites concerned investors to contact them directly.
SHAREHOLDER ALERT: The M&A Class Action Firm Continues to Investigate the Merger--CRAWA, SNCR, SNDA, and FRGE
Monteverde & Associates PC, a class action law firm, is investigating the mergers of Crawford United Corporation (CRAWA), Synchronoss Technologies, Inc. (SNCR), Sonida Senior Living, Inc. (SNDA), and Forge Global Holdings, Inc. (FRGE). The firm is encouraging shareholders of these companies to seek more information regarding their rights ahead of upcoming shareholder votes on the proposed transactions. Shareholders are advised to contact the firm for free consultation if they have concerns or require additional details.
Halper Sadeh LLC Encourages SNCR, FRGE, SNDA, OCFC Shareholders to Contact the Firm to Discuss Their Rights
Halper Sadeh LLC is encouraging shareholders of Synchronoss Technologies (SNCR), Forge Global Holdings (FRGE), Sonida Senior Living (SNDA), and OceanFirst Financial (OCFC) to contact the firm. The firm is investigating potential violations of federal securities laws and/or breaches of fiduciary duties related to the companies' respective sale, merger, or acquisition activities. Shareholders may have limited time to enforce their rights, and the firm aims to seek increased consideration, additional disclosures, or other relief.
Forge Global (FRGE) details accelerated CEO and CFO awards for Schwab deal
Forge Global has outlined accelerated compensation for its CEO, Kelly Rodriques, and CFO, James Nevin, in connection with its pending merger with The Charles Schwab Corporation. These actions, detailed in an SEC Form 8-K filing, are intended to mitigate potential tax implications under Sections 280G and 4999 by accelerating certain 2025 incentive payments. Both executives have signed a 280G Mitigation Acknowledgement, requiring them to repay the accelerated amounts under specific conditions.
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Diamond Hill Investment Group, Inc. (Nasdaq – DHIL), Synchronoss Technologies (Nasdaq – SNCR), Forge Global Holdings, Inc. (NYSE – FRGE), Hologic, Inc.
Brodsky & Smith LLC is investigating potential breaches of fiduciary duty by the Boards of Directors of Diamond Hill Investment Group (DHIL), Synchronoss Technologies (SNCR), Forge Global Holdings (FRGE), and Hologic, Inc. (HOLX). The investigations relate to the proposed acquisitions of these companies and whether the deal considerations provide fair value to shareholders. Investors are encouraged to contact Brodsky & Smith to discuss the investigations without cost or financial obligation.
38,251 Shares in Forge Global Holdings, Inc. $FRGE Purchased by Valeo Financial Advisors LLC
Valeo Financial Advisors LLC has acquired 38,251 shares of Forge Global Holdings, Inc. (NYSE:FRGE) in the second quarter of the fiscal year, valued at $728,000, representing 0.28% of the company. Other institutional investors like MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., Police & Firemen's Retirement System of New Jersey, AQR Capital Management LLC, Interval Partners LP, and Truist Financial Corp also adjusted their positions in FRGE. Forge Global shares recently opened at $44.49, and analysts currently rate the stock with a consensus "Hold" rating and an average target price of $42.00.
Forge Global Holdings, Inc. (NYSE:FRGE) Receives Average Recommendation of "Hold" from Analysts
Forge Global Holdings, Inc. (NYSE:FRGE) has received an average "Hold" rating from analysts, with a consensus one-year price target of $42.00. The stock recently opened at $44.46, near its 12-month high, and has seen mixed analyst actions including downgrades from UBS and Piper Sandler to "neutral." Institutional investors hold a significant portion of the company's stock, with some increasing their stakes.
$HAREHOLDER ALERT: The M&A Class Action Firm Continues to Investigate the Merger--RPTX, FRGE, CSGS, FIZN
Monteverde & Associates PC, a class action firm, is investigating several mergers for potential shareholder class action lawsuits. These include the sales of Repare Therapeutics Inc. (NASDAQ: RPTX) to XenoTherapeutics, Inc., Forge Global Holdings, Inc. (NYSE: FRGE) to The Charles Schwab Corporation, CSG Systems International, Inc. (NASDAQ: CSGS) to NEC Corporation, and First Citizens Bancshares, Inc. (OTCMKTS: FIZN) to Park National Corporation. The firm encourages shareholders of these companies to seek information regarding their rights before upcoming shareholder votes.
$HAREHOLDER ALERT: The M&A Class Action Firm Continues to Investigate the Merger--RPTX, FRGE, CSGS, FIZN
Monteverde & Associates PC, a class action firm, is investigating several mergers involving Repare Therapeutics Inc. (RPTX), Forge Global Holdings, Inc. (FRGE), CSG Systems International, Inc. (CSGS), and First Citizens Bancshares, Inc. (FIZN). The firm encourages shareholders with concerns about these transactions to contact them for a free consultation. Shareholder votes for these mergers are scheduled for January 2026.
Lasry Marc Sells 159,095 Shares of Forge Global Holdings, Inc. $FRGE
Marc Lasry sold 159,095 shares of Forge Global Holdings, Inc. ($FRGE) in Q2, reducing his stake by 93.3% to 11,363 shares, making it his fifth-largest holding. Meanwhile, institutional investors like AWM Investment Company Inc. significantly increased their positions, and others like Alyeska, Nuveen, and Whetstone opened new positions. Forge Global's stock opened at $44.41, with a market cap of approximately $604 million, and analysts currently rate the stock as "Hold" with an average price target of $42.00.
AWM Investment Company Inc. Sells 3,722,535 Shares of Forge Global Holdings, Inc. $FRGE
AWM Investment Company Inc. significantly reduced its stake in Forge Global Holdings (NYSE:FRGE) by 94.7% in Q2, selling over 3.7 million shares and retaining 206,392 shares. Despite the sell-off, institutional investors still own a substantial portion of the company's stock, and analysts maintain a "Hold" rating with an average target price of $42. Forge Global's stock performance shows high volatility, trading near its 52-week high with a negative P/E ratio.
$HAREHOLDER ALERT: The M&A Class Action Firm Is Investigating the Merger--FIZN, FRGE, TEX, and REVG
Monteverde & Associates PC, a class action firm, is investigating several mergers impacting shareholders. These include First Citizens Bancshares, Inc. (FIZN) selling to Park National Corporation, Forge Global Holdings, Inc. (FRGE) selling to The Charles Schwab Corporation, and Terex Corporation (TEX) merging with REV Group, Inc. (REVG). The firm is offering free information to shareholders of these companies who may have concerns about the proposed transactions.
$HAREHOLDER ALERT: The M&A Class Action Firm Is Investigating the Merger--FIZN, FRGE, TEX, and REVG
Monteverde & Associates PC, a class action firm, is investigating several mergers impacting shareholders of First Citizens Bancshares, Inc. (FIZN), Forge Global Holdings, Inc. (FRGE), Terex Corporation (TEX), and REV Group, Inc. (REVG). The firm, recognized in the 2024 ISS Securities Class Action Services Report, is offering free information to shareholders who may have concerns about these transactions. They specialize in recovering funds for shareholders and encourage those affected to contact them for details.
$HAREHOLDER ALERT: The M&A Class Action Firm Continues to Investigate the Mergers-SNDA, FRGE, BHF, and ORBI.TA
Monteverde & Associates PC, a class action firm, is investigating several mergers for potential shareholder claims, including Sonida Senior Living, Inc. (NYSE: SNDA) with CNL Healthcare Properties, Inc.; Forge Global Holdings, Inc. (NYSE: FRGE) with The Charles Schwab Corporation; Brighthouse Financial, Inc. (NASDAQ: BHF) with Aquarian Holdings VI L.P.; and Orbit Technologies Ltd. (TASE: ORBI.TA) with Kratos Defense & Security Solutions, Inc. The firm encourages shareholders of these companies to contact them for a free consultation regarding their rights.
$HAREHOLDER ALERT: The M&A Class Action Firm Continues to Investigate the Mergers-SNDA, FRGE, BHF, and ORBI.TA
Monteverde & Associates PC, a prominent M&A class action firm, is actively investigating several mergers involving Sonida Senior Living, Inc. (NYSE: SNDA), Forge Global Holdings, Inc. (NYSE: FRGE), Brighthouse Financial, Inc. (NASDAQ: BHF), and Orbit Technologies Ltd. (TASE: ORBI.TA). The firm, recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report, encourages shareholders of these companies to seek more information regarding the proposed transactions. Shareholders can visit the firm's website or contact Juan Monteverde for a free consultation.
Forge Global Holdings stock surges after report it's exploring a sale
The article reports that Forge Global Holdings' stock surged significantly following news that the company is exploring a potential sale. This development has likely drawn considerable investor interest and speculation regarding the future of the private securities marketplace provider.
Los Angeles Capital Management LLC Lowers Stock Position in Forge Global Holdings, Inc. $FRGE
Los Angeles Capital Management LLC significantly reduced its stake in Forge Global Holdings, Inc. by 93.5% in Q2 2025, selling over 300,000 shares. Concurrently, Forge Global's CEO, Kelly Rodriques, also sold over 7,000 shares, decreasing his position. The stock currently trades near its 52-week high, and analysts have a "Hold" consensus rating with an average target price of $42.00.
Forge Global Investor Alert By The Former Attorney General Of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Forge Global Holdings, Inc. - FRGE
Kahn Swick & Foti, LLC (KSF), led by Former Attorney General of Louisiana Charles C. Foti, Jr., is investigating the proposed sale of Forge Global Holdings, Inc. (NYSE: FRGE) to The Charles Schwab Corporation. Shareholders are set to receive $45.00 per share in cash. KSF is assessing whether this offer adequately values the company and if the transaction process was fair, inviting shareholders who believe the offer undervalues the company to contact them.
Charles Schwab to Acquire Forge Global
Charles Schwab has announced its acquisition of Forge Global for approximately $660 million, aiming to democratize access to private markets. This move will combine Schwab's vast client reach with Forge's private market platform, enhancing liquidity and transparency for qualified investors and private companies. The acquisition is expected to close in the first half of 2026, subject to regulatory and stockholder approvals.
