Data / Form D filings / PT Financial Holdings, Inc.
PT Financial Holdings, Inc.: Form D filings
PT Financial Holdings, Inc., a financial services company in Chicago, IL, filed 3 Form D notices with the SEC between 2020 and 2024. The latest, on December 31, 2024, reports $80 million sold of a $80 million offering to 44 investors.
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Company details from the filing
- Address
- 500 WEST MADISON, SUITE 450, Chicago, IL, 60661
- Phone
- (312) 521-1000
- Industry
- Other Banking and Financial Services
- Entity type
- Corporation
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1836872
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | New notice | $80,000,000 | $80,000,000 | 44 | Dec 16, 2024 | sec.gov | |
| Dec 28, 2020 | New notice | $10,000,000 | $10,000,000 | 50 | Dec 28, 2020 | sec.gov | |
| Dec 21, 2020 | New notice | $7,000,000 | $7,000,000 | 50 | Dec 14, 2020 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Scott Reed | Director | |
| Heather Kreager | Director | |
| Adam Buresh | Director | |
| Chirag Shah | Executive Officer, Director | |
| Eric Brown | Director | |
| Zachary Johnson | Director | |
| Richard Graham, Jr. | Director | |
| Ryan Gazda | Executive Officer | |
| Jennifer Docherty | Executive Officer | |
| Brian Leibfried | Director | |
| Richard Berg | Director |
Other financial services companies in Illinois that filed recently
- Redstart Holdings Inc. $2.5 million · Oct 14, 2026
- Galaxy Plus Fund LLC - Westbeck Energy Opportunity Feeder Fund (598) $12.5 million · Oct 6, 2026
- Fintech Franchise Network Corp $250,000 · Sep 16, 2026
Every Form D from the week of Dec 30, 2024 · All recent filings in Illinois · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what PT 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.