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Data / Form D filings / PatientFi, Inc.

PatientFi, Inc.: Form D filings

PatientFi, Inc., a technology company in Irvine, CA, filed 13 Form D notices with the SEC between 2017 and 2026. The latest, on June 15, 2026, reports $13 million sold of a $15 million offering to 3 investors.

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Company details from the filing

Address
530 TECHNOLOGY DRIVE SUITE 350, Irvine, CA, 92618
Phone
(949) 441-5484
Industry
Other Technology
Entity type
Corporation
Incorporated in
Delaware
Revenue range
Decline to Disclose
Exemptions claimed
Rule 506(b)
SEC identifier (CIK)
1716702

Form D filings

FiledTypeOfferingSoldRemainingInvestorsFirst saleFiling
Jun 15, 2026New notice$15,000,000$13,000,000$2,000,0003Jun 1, 2026sec.gov
Dec 15, 2025New notice$3,857,126$0$3,857,1261Dec 1, 2025sec.gov
Apr 28, 2025New notice$15,000,000$15,000,0003Mar 10, 2025sec.gov
Jul 23, 2024Amendment$39,434,114$36,434,109$3,000,00510Dec 7, 2023sec.gov
Dec 21, 2023New notice$30,001,596$28,651,594$1,350,0023Dec 7, 2023sec.gov
Jan 31, 2023Amendment$32,131,583$32,131,58377Dec 22, 2021sec.gov
Oct 27, 2022Amendment$25,702,519$25,702,51936Dec 22, 2021sec.gov
Dec 23, 2021New notice$15,000,000$10,000,000$5,000,0001Dec 22, 2021sec.gov
Feb 22, 2021New notice$5,000,000$3,869,574$1,130,42621Oct 31, 2020sec.gov
Mar 5, 2020New noticeIndefinite$03Feb 3, 2020sec.gov
Jun 6, 2019New noticeIndefinite$01May 29, 2019sec.gov
May 8, 2018New notice$2,000,000$1,000,180$999,82014Apr 13, 2018sec.gov
Sep 12, 2017New notice$1,000,000$1,000,0002Jul 24, 2017sec.gov

Executive officers and directors named in the filing

NameRoleNote in the filing
TODD WATTSExecutive Officer, Director
LOUIS BUCKYDirector
GERARD CUDDYDirector
TOM CESTAREDirector
H. BRADLEY SLOANDirector
DERRICK HOAGExecutive Officer
JOE RANIERIExecutive Officer
JON ROBERTSExecutive Officer
CORY RUELLExecutive Officer
JONATHAN SOCKOLDirector

Other technology companies in California that filed recently

Every Form D from the week of Jun 15, 2026 · All recent filings in California · All recent Other Technology filings

Read from SEC EDGAR. Amount sold is what PatientFi, 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.