Dan Roda

SHFS

EVP & CHIEF OPERATING OFFICER · SHF HOLDINGS, INC. · CIK 0001975148

FILING MIX · LIFETIME100%/0%

BUYS

SELLS

TOTAL VALUE

$1.9K

COMPANIES

ACTIVE SINCE

Jun 2023

HOLDINGS NOW

928,869

AVG SELL PX

—

Trades · vs SPY

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Performance · forward returns vs SPY

2 backtested trades · 8 horizonsHow are these numbers computed? →

Forward-return performance of every backtestable P/S trade by Dan Roda, 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.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	2	+50.00%	-2.58%	+2.59%	-5.17%	-5.17%	—
14d	2	+50.00%	+7.96%	+2.26%	+5.70%	+5.70%	—
30d	2	+50.00%	+13.78%	+3.11%	+10.67%	+10.67%	—
60d	2	+0.00%	-10.70%	+6.85%	-17.55%	-17.55%	—
90d	2	+0.00%	-22.76%	+7.49%	-30.25%	-30.25%	—
180d	2	+50.00%	+7.83%	+11.48%	-3.65%	-3.65%	—
1y	2	+0.00%	-32.94%	+29.13%	-62.07%	-62.07%	—
2y	2	+0.00%	-85.39%	+47.56%	-132.94%	-132.94%	—

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 · 928,869 shares · as of Dec 11, 2023

Trading cadence · quarterly flow

BUY ● SELL ●

2023

FLOW · 2 buys / 0 sellsCOVERAGE · 3 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
SHFS SHF HOLDINGS, INC.	PURCHASE EVP & Chief Operating Officer	1,000	$1.00	$1000	928,869	Dec 11, 2023	Dec 13, 2023 ↗	View →
SHFS SHF HOLDINGS, INC.	PURCHASE EVP / Chief Operating Officer	1,500	$0.59	$885	267,841	Jun 9, 2023	Jun 12, 2023 ↗	View →

Other insiders · SHFS

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About this filer

CIK 0001975148

ROLE

EVP & Chief Operating Officer

PRIMARY

SHFS

COMPANIES

ACTIVE SINCE

Jun 2023

MARKETPEEL · /INSIDER/0001975148DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Dan Roda

The morning brief, before the bell.