Data / Form D filings / XY Planning Network, Inc.
XY Planning Network, Inc.: Form D filings
XY Planning Network, Inc., a business services company in Bozeman, MT, filed 2 Form D notices with the SEC between 2021 and 2024. The latest, on June 21, 2024, reports $2.3 million sold of a $2.3 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
- 24 E MAIN ST, Bozeman, MT, 59715
- Phone
- (406) 413-9200
- Industry
- Business Services
- Entity type
- Corporation
- Incorporated in
- Montana
- Year incorporated
- 2020
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1873438
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jun 21, 2024 | New notice | $2,331,000 | $2,285,277 | $45,723 | 1 | Jun 6, 2024 | sec.gov |
| Jul 23, 2021 | New notice | $799,983 | $599,987 | $199,996 | 3 | Jun 28, 2021 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Vincent Ernest Hockett | Executive Officer, Promoter | |
| Robert Alan Moore | Executive Officer, Director, Promoter | |
| Michael Ernest Kitces | Executive Officer, Director, Promoter |
Other business services companies in Montana that filed recently
- Sydney Collective LLC offering · Sep 28, 2026
Every Form D from the week of Jun 17, 2024 · All recent filings in Montana · All recent Business Services filings
Read from SEC EDGAR. Amount sold is what XY Planning Network, 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.