Dan Roda - Net Worth and Insider Trading

Dan Roda Net Worth

The estimated net worth of Dan Roda is at least $924,132 dollars as of 2024-02-24. Dan Roda is the EVP & COO of SHF Holdings Inc and owns about 928,869 shares of SHF Holdings Inc (SHFS) stock worth over $924,132. Details can be seen in Dan Roda's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Dan Roda has not made any transactions after 2023-12-11 and currently still holds the listed stock(s).

Transaction Summary of Dan Roda

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Dan Roda Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Dan Roda owns 1 companies in total, including SHF Holdings Inc () .

Click here to see the complete history of Dan Roda’s form 4 insider trades.

Insider Ownership Summary of Dan Roda

Ticker Comapny Transaction Date Type of Owner
SHF Holdings Inc 2023-12-11 EVP / Chief Operating Officer

Dan Roda Latest Holdings Summary

Dan Roda currently owns a total of 1 stock. Dan Roda owns 928,869 shares of SHF Holdings Inc (SHFS) as of December 11, 2023, with a value of $924,132.

Latest Holdings of Dan Roda

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
SHFS SHF Holdings Inc 2023-12-11 928,869 0.99 924,132

Holding Weightings of Dan Roda


Dan Roda Form 4 Trading Tracker

According to the SEC Form 4 filings, Dan Roda has made a total of 2 transactions in SHF Holdings Inc (SHFS) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in SHF Holdings Inc is the acquisition of 1,000 shares on December 11, 2023, which cost Dan Roda around $1,000.

Insider Trading History of Dan Roda

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Dan Roda Trading Performance

GuruFocus tracks the stock performance after each of Dan Roda's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Dan Roda is -30.09%. GuruFocus also compares Dan Roda's trading performance to market benchmark return within the same time period. The performance of stocks bought by Dan Roda within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Dan Roda's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Dan Roda

Average Relative Return

Outperforming Transactions

Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) 10.85 -30.09 68.21
Relative Return to S&P 500(%) 7.98 -33.78 61.1

Dan Roda Ownership Network

Ownership Network List of Dan Roda

No Data

Ownership Network Relation of Dan Roda


Dan Roda Owned Company Details

What does SHF Holdings Inc do?

Who are the key executives at SHF Holdings Inc?

Dan Roda is the EVP / Chief Operating Officer of SHF Holdings Inc. Other key executives at SHF Holdings Inc include Chief Executive Officer Sundie Seefried , Chief Legal Officer Donald Emmi , and Chief Financial Officer Jim Dennedy .

SHF Holdings Inc () Insider Trades Summary

Over the past 18 months, Dan Roda made 2 insider transaction in SHF Holdings Inc () with a net purchase of 2,500. Other recent insider transactions involving SHF Holdings Inc () include a net purchase of 94,839 shares made by Sundie Seefried , a net purchase of 252,512 shares made by Donald Emmi , and a net purchase of 73,000 shares made by Doug Fagan .

In summary, during the past 3 months, insiders sold 0 shares of SHF Holdings Inc () in total and bought 245,839 shares, with a net purchase of 245,839 shares. During the past 18 months, 0 shares of SHF Holdings Inc () were sold and 730,721 shares were bought by its insiders, resulting in a net purchase of 730,721 shares.

SHF Holdings Inc ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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SHF Holdings Inc Insider Transactions

No Available Data

Dan Roda Mailing Address

Above is the net worth, insider trading, and ownership report for Dan Roda. You might contact Dan Roda via mailing address: 1526 Cole Blvd, Suite 250, Golden Co 80401.

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