# OnPlan Holdings, LLC: Form D filings

OnPlan Holdings, LLC, a financial services company in Bannockburn, IL, filed 3 Form D notices with the SEC between 2015 and 2017. The latest, on May 16, 2017, reports $2 million sold of a $2 million offering to 17 investors.

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## The full lists

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- [Form D filings in Other Banking and Financial Services](https://specstream.ai/data/form-d/industry/other-banking-and-financial-services): 1,280 rows, by operating companies, filed since November 1, 2024, $64, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/industry/other-banking-and-financial-services

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## Company details from the filing

- Address: 2801 LAKESIDE DRIVE, SUITE 200, Bannockburn, IL, 60015
- Phone: (224) 544-5587
- Industry: Other Banking and Financial Services
- Entity type: Limited Liability Company
- Incorporated in: Delaware
- Year incorporated: 2014
- Revenue range: Decline to Disclose
- Exemptions claimed: Rule 506(b)
- SEC identifier (CIK): 1635524

## Form D filings

| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
| --- | --- | --- | --- | --- | --- | --- | --- |
| May 16, 2017 | Amendment | $1,985,000 | $1,985,000 | $0 | 17 | Dec 15, 2015 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1635524/000163552417000002/0001635524-17-000002-index.htm) |
| Dec 30, 2015 | New notice | $1,500,000 | $1,000,000 | $500,000 | 8 | Dec 15, 2015 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1635524/000163552415000002/0001635524-15-000002-index.htm) |
| Mar 3, 2015 | New notice | $500,000 | $450,000 | $50,000 | 13 | Feb 18, 2015 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1635524/000163552415000001/0001635524-15-000001-index.htm) |

## Executive officers and directors named in the filing

| Name | Role | Note in the filing |
| --- | --- | --- |
| John Talaga | Executive Officer, Director, Promoter |  |
| Jeffry Porter | Executive Officer, Director, Promoter |  |
| David King | Executive Officer, Director, Promoter |  |
| Michael Condron | Director |  |
| James Bodenbender | Director |  |

## Other financial services companies in Illinois that filed recently

- [Bottleneck Specialty Finance LLC](https://specstream.ai/data/form-d/company/bottleneck-specialty-finance-llc-2162897) $6 million · Nov 3, 2026
- [Redstart Holdings Inc.](https://specstream.ai/data/form-d/company/redstart-holdings-inc-2159578) $2.5 million · Oct 14, 2026
- [Galaxy Plus Fund LLC - Westbeck Energy Opportunity Feeder Fund (598)](https://specstream.ai/data/form-d/company/galaxy-plus-fund-llc-westbeck-energy-opportunity-feeder-fund-598-2158652) $12.5 million · Oct 6, 2026
- [Fintech Franchise Network Corp](https://specstream.ai/data/form-d/company/fintech-franchise-network-corp-2155023) $250,000 · Sep 16, 2026

[Every Form D from the week of May 15, 2017](https://specstream.ai/data/form-d/week/2017-05-15) · [All recent filings in Illinois](https://specstream.ai/data/form-d/state/illinois) · [All recent Other Banking and Financial Services filings](https://specstream.ai/data/form-d/industry/other-banking-and-financial-services)

Read from SEC EDGAR. Amount sold is what OnPlan Holdings, 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](https://creativecommons.org/licenses/by/4.0/).