Close the acquisition of Forge Global Holdings, Inc
Delivered by the deadline
AI-confirmed · human review in progress Independent AI checks agreed on primary SEC or regulator evidence. Records are now being reviewed by hand, starting with those our customers order.
- Announced
- 6 Nov 2025
- Due
- 30 Jun 2026
- Deadline
- Met
- Late
- Not met
- Today
What the company said
“The transaction is expected to close in the first half of 2026, subject to customary closing conditions, including approval by Forge's stockholders and regulatory approvals.”
What we found
Evidence strength A What the grades mean
Filings from May 2026 refer to integrating Forge, implying the acquisition closed before the June 2026 deadline, though no closing date is stated.
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A Schwab Charles Corp. 10-K filed 2026-02-25
“The transaction was approved by Forge’s stockholders in January 2026, and is expected to close in March 2026, subject to customary closing conditions, including regulatory approvals.” ✓ confirmed on the page
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A Schwab Charles Corp. 10-Q filed 2026-05-08
“The integration of Forge Global Holdings, Inc. and its private market capabilities (see Overview in Part I – Item 2 and Business Acquisition in Part I – Item 1 – Financial Information – Notes to Condensed Consolidated Financial Statements (Item 1) – Note 3)” ✓ confirmed on the page
Checked 10 Oct 2026.
Commitment DNA
The structured record of this commitment. Fields the company did not state are left blank rather than guessed.
- Event type
- Acquisition close
- Indicative materiality
- High rules
- Action
- Close
- Deliverable
- Acquisition of Forge Global Holdings, Inc.
- Language
- Expected (“expects”, “plans”)
- In the company’s control
- Medium
- Specificity
- Medium
- Conditional
- Yes: subject to customary closing conditions; approval by Forge's stockholders; regulatory approvals
- Depends on
- Shareholder, Regulatory, Counterparty
How this entry was checked
- Commitment recordedThe company's words were matched word for word against the filing.
- First checkAn AI model, Claude (Anthropic), read the company's later filings and recorded the outcome with a quoted passage.
- Second check: agreesA different AI model, Gemini (Google), re-read the evidence without being told the outcome and reached the same answer.
Confirmed. This outcome counts towards the company's Kept Score. How verification works
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Report an error in this entry Reference: KI-C-2025-SCHW-006034 · Corrections policy