Data / Form D filings / SmartBiz Bancshares, Inc.
SmartBiz Bancshares, Inc.: Form D filings
SmartBiz Bancshares, Inc., a commercial banking company in San Francisco, CA, filed 5 Form D notices with the SEC between 2016 and 2025. The latest, on May 6, 2025, reports $490,000 sold of a $2.7 million offering to 3 investors.
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Company details from the filing
- Address
- 50 FRANCISCO ST., #205, San Francisco, CA, 94133
- Phone
- (415) 757-6857
- Industry
- Commercial Banking
- Entity type
- Corporation
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1656823
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| May 6, 2025 | Amendment | $2,725,000 | $490,000 | $2,235,000 | 3 | Mar 21, 2025 | sec.gov |
| May 2, 2025 | New notice | $2,725,000 | $490,000 | $2,235,000 | 3 | Mar 14, 2025 | sec.gov |
| Jan 11, 2019 | New notice | $750,000 | $750,000 | 7 | Dec 31, 2018 | sec.gov | |
| Mar 25, 2016 | Amendment | $11,500,000 | $0 | $11,500,000 | 0 | Yet to occur | sec.gov |
| Mar 21, 2016 | New notice | $11,500,000 | $0 | $11,500,000 | 0 | Yet to occur | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Joe Marie Schenone | Executive Officer | |
| Hope Marie Mehlman | Director | |
| Gerard Marie Buccino | Executive Officer, Director | |
| Tim Bogan | Director | |
| Noah Marie Walley | Director | |
| Brian Marie Ascher | Director | |
| Sean Marie O'Malley | Director | |
| Robert Hale | Executive Officer | |
| Lori Igleski | Director | |
| Evan Singer | Executive Officer, Director | |
| Ann Marie Mehlum | Director |
Other commercial banking companies in California that filed recently
- PCB Financial, Inc $6.4 million · Sep 29, 2026
- Avidbank Holdings, Inc. $30 million · Aug 31, 2026
- HANMI FINANCIAL CORP $55 million · Aug 6, 2026
Every Form D from the week of May 5, 2025 · All recent filings in California · All recent Commercial Banking filings
Read from SEC EDGAR. Amount sold is what SmartBiz Bancshares, 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.