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Jonathan Summers

SHFS
DIRECTOR · SHF HOLDINGS, INC. · CIK 0001868575
FILING MIX · LIFETIME86%/14%
BUYS
6
SELLS
1
TOTAL VALUE
$27.9K
COMPANIES
1
ACTIVE SINCE
Sep 2022
HOLDINGS NOW
11,628
AVG SELL PX
TRADE KIND
SHOWING 7 / 7
Trades · vs SPY
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Performance · forward returns vs SPY
3 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Jonathan Summers, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d3+33.33%-4.72%+2.52%-7.24%-9.57%
14d3+66.67%+13.30%+2.62%+10.69%+20.66%
30d3+66.67%+21.52%+3.26%+18.26%+33.45%
60d3+0.00%-8.47%+7.16%-15.63%-13.53%
90d3+0.00%-18.18%+9.10%-27.27%-25.72%
180d3+33.33%-5.78%+13.33%-19.11%-50.02%
1y3+0.00%-41.39%+30.71%-72.10%-92.16%
2y3+0.00%-87.86%+48.88%-136.74%-144.00%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
SHFS · 11,628 shares · as of Apr 24, 2025
037,78275,564113,346151,128202320242025SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
FLOW · 6 buys / 1 sellsCOVERAGE · 12 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
SHFS
SHF HOLDINGS, INC.
PURCHASEGRANT
Stock grant
11,62811,628Apr 24, 2025Apr 28, 2025View →
SHFS
SHF HOLDINGS, INC.
PURCHASE
3,000$0.95$2.9K151,128Dec 11, 2023Dec 12, 2023View →
SHFS
SHF HOLDINGS, INC.
PURCHASE
5,000$0.93$4.7K148,128Dec 8, 2023Dec 12, 2023View →
SHFS
SHF HOLDINGS, INC.
PURCHASE
30,000$0.52$15.6K143,128Jun 26, 2023Jun 28, 2023View →
SHFS
SHF HOLDINGS, INC.
PURCHASE
8,000$0.60$4.8K113,128Jun 9, 2023Jun 12, 2023View →
SHFS
SHF HOLDINGS, INC.
PURCHASE
10,00010,000Sep 28, 2022Sep 30, 2022View →
SHFS
SHF HOLDINGS, INC.
SALE
10,00010,000Sep 28, 2022Sep 30, 2022View →
Other insiders · SHFS
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About this filer
CIK 0001868575
ROLE
Director
PRIMARY
SHFS
COMPANIES
1
ACTIVE SINCE
Sep 2022
MARKETPEEL · /INSIDER/0001868575DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

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