Data / Form D filings / PolicyBound, Inc.
PolicyBound, Inc.: Form D filings
PolicyBound, Inc., a financial services company in Philadelphia, PA, filed 2 Form D notices with the SEC between 2023 and 2025. The latest, on June 11, 2025, reports $2 million sold of a $4 million offering to 1 investor.
SpecStream is the live web data engine for teams and agents. It reads every Form D on SEC EDGAR the day it is filed, and this page is that reading. Ask for your own cut (a state, an industry, a size) and new filings arrive in your sheet, CRM, Slack or agent as they land.
Company details from the filing
- Address
- 2124 Race Street, Philadelphia, PA, 19103
- Phone
- (267) 362-4575
- Industry
- Other Banking and Financial Services
- Entity type
- Corporation
- Incorporated in
- Delaware
- Year incorporated
- 2023
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1974800
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jun 11, 2025 | New notice | $4,000,000 | $2,000,000 | $2,000,000 | 1 | Jun 4, 2025 | sec.gov |
| Apr 27, 2023 | New notice | $5,004,000 | $5,004,000 | 1 | Apr 7, 2023 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| John D. Weisbrot | Director | |
| Chetan D. Bagga | Director | |
| Terrence D. Scali | Director | |
| Michael A. Weisbrot | Executive Officer, Director | |
| Iain D. Fitzpatrick | Director |
Other financial services companies in Pennsylvania that filed recently
- MLT Members, LLC $2,800 · Sep 11, 2026
Every Form D from the week of Jun 9, 2025 · All recent filings in Pennsylvania · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what PolicyBound, 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.