Data / Form D filings / Heritage Title, LLC
Heritage Title, LLC: Form D filings
Heritage Title, LLC, an insurance company in Wake Forest, NC, filed 6 Form D notices with the SEC between 2018 and 2026. The latest, on September 4, 2026, reports $68,607 sold of a $68,607 offering to 1 investor.
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Company details from the filing
- Address
- 1776 HERITAGE CENTER DR SUITE 201, Wake Forest, NC, 27587
- Phone
- (919) 945-2549
- Industry
- Insurance
- Entity type
- Limited Liability Company
- Incorporated in
- North Carolina
- Revenue range
- $1 - $1,000,000
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1736347
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Sep 4, 2026 | New notice | $68,607 | $68,607 | 1 | Sep 1, 2026 | sec.gov | |
| Jul 10, 2023 | New notice | $253,996 | $253,996 | 2 | Jul 1, 2023 | sec.gov | |
| Mar 14, 2023 | New notice | $158,019 | $158,019 | 1 | Mar 1, 2023 | sec.gov | |
| Jul 7, 2021 | New notice | $274,272 | $274,272 | 1 | Jul 1, 2021 | sec.gov | |
| Oct 30, 2020 | New notice | $173,698 | $173,698 | 2 | Oct 30, 2020 | sec.gov | |
| Apr 3, 2018 | New notice | $100,000 | $100,000 | 7 | Mar 28, 2018 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Management Services Investors Title | Executive Officer | Manager |
Other insurance companies in North Carolina that filed recently
- Amwins Holding Company, LLC $16.7 million · Oct 21, 2026
- NEW ENGLAND LIFE INSURANCE CO $15.9 million · Sep 25, 2026
- BRIGHTHOUSE LIFE INSURANCE Co $273.7 million · Sep 25, 2026
- Bluefields, Inc. $2 million · Sep 2, 2026
Every Form D from the week of Aug 31, 2026 · All recent filings in North Carolina · All recent Insurance filings
Read from SEC EDGAR. Amount sold is what Heritage Title, LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.