Data / Form D filings / M FINANCIAL HOLDINGS INC
M FINANCIAL HOLDINGS INC: Form D filings
M FINANCIAL HOLDINGS INC, an insurance company in Portland, OR, filed 33 Form D notices with the SEC between 2009 and 2026. The latest, on March 13, 2026, reports $8.9 million sold of a $8.9 million offering to 217 investors.
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Company details from the filing
- Address
- 1125 NW COUCH STREET SUITE 900, Portland, OR, 97209
- Phone
- (503) 232-6960
- Industry
- Insurance
- Entity type
- Corporation
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1047852
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Mar 13, 2026 | New notice | $8,857,670 | $8,857,670 | 217 | Mar 13, 2026 | sec.gov | |
| Mar 17, 2025 | New notice | $6,811,520 | $6,811,520 | 137 | Mar 13, 2025 | sec.gov | |
| Mar 18, 2024 | New notice | $4,308,680 | $4,308,680 | 116 | Mar 14, 2024 | sec.gov | |
| Mar 15, 2023 | New notice | $10,000 | $10,000 | 1 | Mar 14, 2023 | sec.gov | |
| Mar 15, 2023 | New notice | $6,049,850 | $6,049,850 | 135 | Mar 13, 2023 | sec.gov | |
| Jul 15, 2022 | New notice | $8,241,880 | $8,241,880 | 47 | Jun 30, 2022 | sec.gov | |
| Mar 15, 2022 | New notice | $30,000 | $30,000 | 3 | Mar 11, 2022 | sec.gov | |
| Mar 15, 2022 | New notice | $8,347,420 | $8,347,420 | 148 | Mar 14, 2022 | sec.gov | |
| Mar 12, 2021 | New notice | $30,000 | $30,000 | 3 | Yet to occur | sec.gov | |
| Mar 12, 2021 | New notice | $7,664,910 | $7,664,910 | 156 | Yet to occur | sec.gov | |
| Mar 12, 2020 | New notice | $60,000 | $60,000 | 6 | Mar 12, 2020 | sec.gov | |
| Mar 12, 2020 | New notice | $8,437,378 | $8,437,378 | 166 | Mar 12, 2020 | sec.gov | |
| Mar 14, 2019 | New notice | $30,000 | $0 | $30,000 | 3 | Mar 13, 2019 | sec.gov |
| Mar 14, 2019 | New notice | $5,342,970 | $5,342,970 | 132 | Mar 13, 2019 | sec.gov | |
| Mar 8, 2018 | New notice | $8,232,930 | $8,232,930 | 117 | Mar 7, 2018 | sec.gov | |
| Feb 15, 2018 | New notice | $20,000 | $0 | $20,000 | 0 | Yet to occur | sec.gov |
| Mar 15, 2017 | New notice | $3,051,010 | $3,051,010 | 103 | Mar 8, 2017 | sec.gov | |
| Mar 16, 2016 | New notice | $70,000 | $70,000 | 7 | Mar 9, 2016 | sec.gov | |
| Mar 16, 2016 | New notice | $3,460,610 | $3,460,610 | 111 | Mar 9, 2016 | sec.gov | |
| Mar 19, 2015 | New notice | $20,000 | $20,000 | 2 | Mar 13, 2015 | sec.gov | |
| Mar 19, 2015 | New notice | $5,199,240 | $5,199,240 | 124 | Mar 13, 2015 | sec.gov | |
| Mar 21, 2014 | New notice | $30,000 | $30,000 | 3 | Mar 12, 2014 | sec.gov | |
| Mar 21, 2014 | New notice | $4,786,450 | $4,786,450 | 109 | Mar 12, 2014 | sec.gov | |
| Mar 21, 2013 | New notice | $30,000 | $30,000 | 3 | Mar 13, 2013 | sec.gov | |
| Mar 21, 2013 | New notice | $5,286,800 | $5,286,800 | 106 | Mar 13, 2013 | sec.gov | |
| Mar 13, 2012 | New notice | $10,000 | $10,000 | 1 | Mar 8, 2012 | sec.gov | |
| Mar 13, 2012 | New notice | $6,123,730 | $6,123,730 | 98 | Mar 8, 2012 | sec.gov | |
| Mar 16, 2011 | New notice | $50,000 | $50,000 | 5 | Mar 10, 2011 | sec.gov | |
| Mar 16, 2011 | New notice | $4,915,980 | $4,915,980 | 117 | Mar 10, 2011 | sec.gov | |
| Mar 18, 2010 | New notice | $40,000 | $40,000 | 4 | Mar 10, 2010 | sec.gov | |
| Mar 18, 2010 | New notice | $5,938,150 | $5,938,150 | 204 | Mar 10, 2010 | sec.gov | |
| Jun 17, 2009 | New notice | $50,000 | $40,000 | $10,000 | 4 | Jun 10, 2009 | sec.gov |
| Jun 17, 2009 | New notice | $42,720 | $0 | $42,720 | 0 | Jun 10, 2009 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| David F. Byers, Jr. | Director | |
| Kristin L. Barens | Director | |
| Ronald J. Greenberg | Director | |
| Luther A. Lockwood II | Director | |
| Robert M. McCullough | Director | |
| Michael A. Mingolelli, Jr. | Director | |
| Preston M. Sartelle | Director | |
| Lauren S. Thomas Compton | Director | |
| Christopher J. Weyrauch | Director | |
| Peter M. Williams | Director | |
| Russell G. Bundschuh | Executive Officer, Director | Director, President, CEO |
| Melanie L. Carpenter | Executive Officer | Corporate Secretary |
| Jason D. Christian | Executive Officer | SVP, Chief Legal Officer |
| Jennifer L. Congdon | Executive Officer | SVF, Chief People Officer |
| Jeffrey M. Currie | Executive Officer | SVP |
| Brittany D. Grambo | Executive Officer | Treasurer, Controller |
| Andrew P. Graves | Executive Officer | SVP, Chief Revenue Officer |
| Brooke Zrno Grisham | Executive Officer | SVP |
| Andrew G. Kanelos | Executive Officer | SVP |
| Steven J. Sanders | Executive Officer | EVP, Chief Operating Officer |
| Michael S. Schoonmaker | Executive Officer | SVP |
| Venkataraman Kumaresh Tiruppayanam | Executive Officer | SVP, Chief Strategy Officer |
Every Form D from the week of Mar 9, 2026 · All recent filings in Oregon · All recent Insurance filings
Read from SEC EDGAR. Amount sold is what M FINANCIAL HOLDINGS INC 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.