Sponsor Check › Sponsor group
8 issuers linked to one sponsor · SMITHFIELD, RI
Grouped because: 5 shared people, same business address (5 issuers), similar issuer names (6) (automatic match from the filings) ·Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Apr 7, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 12:52 AM ET · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:52 AM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
Not yet searched.
Search queued. Results are added automatically; check back later or follow this page to be notified.
None found in sources searched.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 12:52 AM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.
1 of 51 offerings reports sales commissions totalling $6,250; 0 report finder's fees; 0 report proceeds to related persons.
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Apr 7, 2026 D/A File 021-478535 | $0 | $0 | $0 The number above excludes use of proceeds for normal salary and bonus to executive officers and director fees. | None listed on this filing |
| EDGAR ↗ | Nov 17, 2025 D File 021-564198 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 17, 2024 D File 021-532321 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 22, 2023 D File 021-497944 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 7, 2023 D File 021-478268 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 21, 2022 D File 021-465501 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 24, 2022 D File 021-456837 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 1, 2022 D/A File 021-184887 | $0 | $0 | $0 | Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗ via Fidelity Distributors Company LLC (CRD 17507 ↗) Fidelity Brokerage Services BrokerCheck CRD 7784 ↗ via Fidelity Brokerage Services (CRD 7784 ↗) |
| EDGAR ↗ | Apr 25, 2022 D File 021-443201 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 2, 2021 D File 021-423391 | $6,250 | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ via Iroquois Capital Advisors, LLC (CRD 145235 ↗) |
| EDGAR ↗ | Nov 19, 2021 D File 021-421803 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 8, 2021 D/A File 021-377783 | $0 | $0 | $0 | Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗ via Fidelity Brokerage Services LLC (CRD 7784 ↗) Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗ via Fidelity Distributors Company LLC (CRD 17507 ↗) |
| EDGAR ↗ | Sep 14, 2021 D File 021-413312 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 21, 2021 D/A File 021-359932 | $0 | $0 | $0 | Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗ via Fidelity Distributors Company LLC (CRD 17507 ↗) Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗ via Fidelity Brokerage Services LLC (CRD 7784 ↗) |
| EDGAR ↗ | Mar 31, 2021 D/A File 021-307810 | $0 | $0 | $0 The number above excludes use of proceeds for normal salary and bonus to executive officers. | N/A no CRD number reported |
| EDGAR ↗ | Dec 14, 2020 D File 021-383102 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 26, 2020 D File 021-374134 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 5, 2020 D/A File 021-364959 | $0 | $0 | $0 | Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗ via Fidelity Distributors Company LLC (CRD 17507 ↗) Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗ via Fidelity Brokerage Services LLC (CRD 7784 ↗) |
| EDGAR ↗ | Jun 5, 2020 D/A File 021-364964 | $0 | $0 | $0 | Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗ via Fidelity Distributors Company LLC (CRD 17507 ↗) Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗ via Fidelity Brokerage Services LLC (CRD 7784 ↗) |
| EDGAR ↗ | Dec 20, 2019 D File 021-356099 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 28, 2019 D File 021-347566 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 10, 2019 D File 021-336888 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 20, 2018 D File 021-326173 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 27, 2018 D File 021-320057 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 16, 2017 D File 021-298891 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 24, 2017 D File 021-293394 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 22, 2017 D File 021-281082 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 16, 2016 D File 021-274579 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 25, 2016 D File 021-269527 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 11, 2016 D/A File 021-194628 | $0 | $0 | $0 The number above excludes use of proceeds for normal salary and bonus to executive officers. | N/A no CRD number reported |
| EDGAR ↗ | Mar 2, 2016 D File 021-258441 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 18, 2015 D File 021-251461 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 12, 2015 D File 021-241621 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 24, 2015 D File 021-234625 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 19, 2014 D File 021-228629 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 13, 2014 D File 021-228272 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 3, 2014 D File 021-212776 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 6, 2013 D File 021-205890 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 4, 2013 D/A File 021-186667 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 26, 2013 D File 021-192408 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 9, 2013 D File 021-189824 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 8, 2012 D/A File 021-168370 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 10, 2012 D File 021-180965 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 10, 2012 D File 021-180971 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 25, 2012 D/A File 021-150387 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 16, 2012 D File 021-173594 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 7, 2011 D File 021-162397 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 7, 2011 D File 021-162398 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 24, 2011 D File 021-155788 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 4, 2011 D/A File 021-31506-6B | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 17, 2010 D File 021-146546 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across all 8 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 0 ownership records matched to Fidelity Distressed in the sources searched.
Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this group (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.
Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 12:52 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | FMR LLC | shared people, same person name on both filings | BOSTON, MA | Other Banking and Financial Services | 52 | $818,225,110 offering Indefinite · similar: $2,144,500–$20,220,000 | 1903 similar: 2–24 | No minimum reported similar: $10,000–$100,000 | 2009–2025 |
| EDGAR ↗ | FIAM Emerging Markets All Cap Fund, LP | shared people, same business address, similar issuer names | SMITHFIELD, RI | Pooled Investment Fund | 12 | $213,661,929 offering Indefinite · similar: $155,000–$5,250,000 | 11 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2012–2022 |
| EDGAR ↗ | GEODE CAPITAL HOLDINGS LLC | shared people, same person name on both filings | BOSTON, MA | Other Banking and Financial Services | 13 | $17,565,484 offering Indefinite · similar: $370,089–$10,000,000 | 22 similar: 3–28 | No minimum reported similar: $5,000–$25,000 | 2013–2026 |
| EDGAR ↗ | FIAM LDS Fund, LP | shared people, same business address, similar issuer names | SMITHFIELD, RI | Pooled Investment Fund | 3 | $565,518,366 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2020–2021 |
| EDGAR ↗ | Fidelity Distressed Opportunities Offshore Fund I, LP | shared people, similar issuer names | GRAND CAYMAN, Cayman Islands (as filed: E9) | Pooled Investment Fund | 2 | $34,240,000 offering Indefinite · similar: $155,000–$5,250,000 | 84 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | Fidelity Distressed Opportunities Fund I, LP | shared people, same business address, similar issuer names | SMITHFIELD, RI | Pooled Investment Fund | 2 | $260,275,000 offering Indefinite · similar: $155,000–$5,250,000 | 419 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | Fidelity Real Estate Debt Opportunities Fund I, LP | shared people, same business address, similar issuer names | SMITHFIELD, RI | Pooled Investment Fund | 2 | $123,635,000 offering Indefinite · similar: $155,000–$5,250,000 | 339 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2021 |
| EDGAR ↗ | Fidelity REDOF I REIT, LLC | shared people, same business address, similar issuer names | SMITHFIELD, RI | Pooled Investment Fund | 1 | $0 offering $125,000 · similar: $155,000–$5,250,000 | 0 similar: 4–27 | $1,000 similar: $1,000–$100,000 | 2021–2021 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Banking and Financial Services / 506(b) (1,630 filings); Other Banking and Financial Services / 506(c) (675 filings); Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Apr 7, 2026 | GEODE CAPITAL HOLDINGS LLC | D/A | Other Banking and Financial Services | Indefinite | $8,178,617 |
| EDGAR ↗ | Nov 17, 2025 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Apr 11, 2025 | GEODE CAPITAL HOLDINGS LLC | D/A | Other Banking and Financial Services | Indefinite | $5,780,767 |
| EDGAR ↗ | Dec 17, 2024 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Apr 11, 2024 | GEODE CAPITAL HOLDINGS LLC | D/A | Other Banking and Financial Services | Indefinite | $3,699,092 |
| EDGAR ↗ | Nov 22, 2023 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Apr 11, 2023 | GEODE CAPITAL HOLDINGS LLC | D | Other Banking and Financial Services | Indefinite | $2,938,940 |
| EDGAR ↗ | Apr 7, 2023 | FMR LLC | D | Other Banking and Financial Services | $818,225,110 | $818,225,110 |
| EDGAR ↗ | Nov 21, 2022 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Aug 24, 2022 | FMR LLC | D | Other Banking and Financial Services | $175,125,000 | $175,125,000 |
| EDGAR ↗ | Jul 1, 2022 | FIAM Emerging Markets All Cap Fund, LP | D/A | Pooled Investment Fund | Indefinite | $163,315,409 |
| EDGAR ↗ | Apr 25, 2022 | FMR LLC | D | Other Banking and Financial Services | $333,635,250 | $333,635,250 |
| EDGAR ↗ | Dec 2, 2021 | Fidelity REDOF I REIT, LLC | D | Pooled Investment Fund | $125,000 | $0 |
| EDGAR ↗ | Nov 19, 2021 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Oct 8, 2021 | Fidelity Real Estate Debt Opportunities Fund I, LP | D/A | Pooled Investment Fund | Indefinite | $123,635,000 |
| EDGAR ↗ | Sep 14, 2021 | FMR LLC | D | Other Banking and Financial Services | $113,175,000 | $113,175,000 |
| EDGAR ↗ | Jul 21, 2021 | FIAM LDS Fund, LP | D/A | Pooled Investment Fund | Indefinite | $83,883,605 |
| EDGAR ↗ | Jul 21, 2021 | FIAM Emerging Markets All Cap Fund, LP | D/A | Pooled Investment Fund | Indefinite | $213,661,929 |
| EDGAR ↗ | Mar 31, 2021 | GEODE CAPITAL HOLDINGS LLC | D/A | Other Banking and Financial Services | $4,044,525 | $4,044,525 |
| EDGAR ↗ | Mar 11, 2021 | GEODE CAPITAL HOLDINGS LLC | D/A | Other Banking and Financial Services | $178,380 | $178,380 |
| EDGAR ↗ | Dec 14, 2020 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Oct 14, 2020 | Fidelity Real Estate Debt Opportunities Fund I, LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 26, 2020 | FMR LLC | D | Other Banking and Financial Services | $282,800,000 | $282,800,000 |
| EDGAR ↗ | Jul 31, 2020 | FIAM LDS Fund, LP | D/A | Pooled Investment Fund | Indefinite | $493,265,526 |
| EDGAR ↗ | Jul 31, 2020 | FIAM Emerging Markets All Cap Fund, LP | D/A | Pooled Investment Fund | Indefinite | $142,182,301 |
| EDGAR ↗ | Jun 5, 2020 | Fidelity Distressed Opportunities Fund I, LP | D/A | Pooled Investment Fund | Indefinite | $260,275,000 |
| EDGAR ↗ | Jun 5, 2020 | Fidelity Distressed Opportunities Offshore Fund I, LP | D/A | Pooled Investment Fund | Indefinite | $34,240,000 |
| EDGAR ↗ | Apr 14, 2020 | Fidelity Distressed Opportunities Fund I, LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 14, 2020 | Fidelity Distressed Opportunities Offshore Fund I, LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 13, 2020 | GEODE CAPITAL HOLDINGS LLC | D/A | Other Banking and Financial Services | $178,380 | $178,380 |
| EDGAR ↗ | Feb 6, 2020 | FIAM LDS Fund, LP | D | Pooled Investment Fund | Indefinite | $565,518,366 |
| EDGAR ↗ | Dec 20, 2019 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Aug 28, 2019 | FMR LLC | D | Other Banking and Financial Services | $351,325,000 | $351,325,000 |
| EDGAR ↗ | Jul 11, 2019 | FIAM Emerging Markets All Cap Fund, LP | D/A | Pooled Investment Fund | Indefinite | $164,713,924 |
| EDGAR ↗ | Apr 10, 2019 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $164,469,423 |
| EDGAR ↗ | Mar 14, 2019 | GEODE CAPITAL HOLDINGS LLC | D/A | Other Banking and Financial Services | $178,380 | $178,380 |
| EDGAR ↗ | Nov 20, 2018 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Aug 27, 2018 | FMR LLC | D | Other Banking and Financial Services | $265,000,000 | $259,300,000 |
| EDGAR ↗ | Jul 23, 2018 | FIAM Emerging Markets All Cap Fund, LP | D/A | Pooled Investment Fund | Indefinite | $186,514,226 |
| EDGAR ↗ | Mar 15, 2018 | GEODE CAPITAL HOLDINGS LLC | D | Other Banking and Financial Services | $110,898 | $110,898 |
| EDGAR ↗ | Nov 16, 2017 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Sep 8, 2017 | FIAM Emerging Markets All Cap Fund, LP | D/A | Pooled Investment Fund | Indefinite | $176,678,992 |
| EDGAR ↗ | Aug 24, 2017 | FMR LLC | D | Other Banking and Financial Services | $250,000,000 | $190,350,000 |
| EDGAR ↗ | Feb 22, 2017 | FMR LLC | D | Other Banking and Financial Services | $9,250,000 | $9,250,000 |
| EDGAR ↗ | Nov 16, 2016 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Aug 25, 2016 | FMR LLC | D | Other Banking and Financial Services | $198,150,000 | $136,500,000 |
| EDGAR ↗ | Jun 10, 2016 | FIAM Emerging Markets All Cap Fund, LP | D/A | Pooled Investment Fund | Indefinite | $141,994,283 |
| EDGAR ↗ | Mar 11, 2016 | GEODE CAPITAL HOLDINGS LLC | D/A | Other Banking and Financial Services | $17,565,484 | $17,565,484 |
| EDGAR ↗ | Mar 2, 2016 | FMR LLC | D | Other Banking and Financial Services | $300,000,000 | $101,850,000 |
| EDGAR ↗ | Dec 18, 2015 | FIAM Emerging Markets All Cap Fund, LP | D/A | Pooled Investment Fund | Indefinite | $139,540,465 |
| EDGAR ↗ | Nov 18, 2015 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Jun 26, 2015 | FIAM Emerging Markets All Cap Fund, LP | D/A | Pooled Investment Fund | Indefinite | $163,424,296 |
| EDGAR ↗ | Jun 12, 2015 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $133,080,000 |
| EDGAR ↗ | Mar 3, 2015 | GEODE CAPITAL HOLDINGS LLC | D/A | Other Banking and Financial Services | $17,249,302 | $17,249,302 |
| EDGAR ↗ | Feb 24, 2015 | FMR LLC | D | Other Banking and Financial Services | $250,000,000 | $117,050,000 |
| EDGAR ↗ | Nov 19, 2014 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Nov 13, 2014 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $203,383,136 |
| EDGAR ↗ | Jul 18, 2014 | FIAM Emerging Markets All Cap Fund, LP | D/A | Pooled Investment Fund | Indefinite | $169,428,444 |
| EDGAR ↗ | Mar 3, 2014 | FMR LLC | D | Other Banking and Financial Services | $250,000,000 | $80,675,000 |
| EDGAR ↗ | Feb 13, 2014 | GEODE CAPITAL HOLDINGS LLC | D/A | Other Banking and Financial Services | $17,036,603 | $17,036,603 |
| EDGAR ↗ | Nov 6, 2013 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Nov 4, 2013 | FMR LLC | D/A | Other Banking and Financial Services | Indefinite | $17,753,175 |
| EDGAR ↗ | Jul 26, 2013 | FIAM Emerging Markets All Cap Fund, LP | D/A | Pooled Investment Fund | Indefinite | $160,115,165 |
| EDGAR ↗ | Apr 8, 2013 | GEODE CAPITAL HOLDINGS LLC | D | Other Banking and Financial Services | $16,874,090 | $16,874,090 |
| EDGAR ↗ | Feb 26, 2013 | FMR LLC | D | Other Banking and Financial Services | $250,000,000 | $76,475,000 |
| EDGAR ↗ | Jan 9, 2013 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $18,607,061 |
| EDGAR ↗ | Nov 8, 2012 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Nov 8, 2012 | FMR LLC | D/A | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Oct 2, 2012 | FIAM Emerging Markets All Cap Fund, LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 10, 2012 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $14,605,500 |
| EDGAR ↗ | Jul 10, 2012 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $110,958,975 |
| EDGAR ↗ | Apr 25, 2012 | FMR LLC | D/A | Other Banking and Financial Services | $19,912,962 | $19,912,962 |
| EDGAR ↗ | Feb 16, 2012 | FMR LLC | D | Other Banking and Financial Services | $250,000,000 | $0 |
| EDGAR ↗ | Nov 8, 2011 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Nov 8, 2011 | FMR LLC | D/A | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Jul 7, 2011 | FMR LLC | D | Other Banking and Financial Services | $474,930,000 | $431,758,863 |
| EDGAR ↗ | Jul 7, 2011 | FMR LLC | D | Other Banking and Financial Services | $195,000,000 | $140,582,000 |
| EDGAR ↗ | Feb 24, 2011 | FMR LLC | D | Other Banking and Financial Services | $250,000,000 | $66,100,000 |
| EDGAR ↗ | Feb 4, 2011 | FMR LLC | D/A | Other Banking and Financial Services | $17,868,097 | $17,868,097 |
| EDGAR ↗ | Nov 12, 2010 | FMR LLC | D/A | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Nov 12, 2010 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Aug 17, 2010 | FMR LLC | D | Other Banking and Financial Services | $250,000,000 | $68,225,000 |
| EDGAR ↗ | Mar 4, 2010 | FMR LLC | D | Other Banking and Financial Services | $250,000,000 | $63,550,000 |
| EDGAR ↗ | Nov 12, 2009 | FMR LLC | D | Other Banking and Financial Services | Indefinite | $0 |
| EDGAR ↗ | Sep 24, 2009 | FMR LLC | D | Other Banking and Financial Services | $108,875,000 | $61,925,000 |
| EDGAR ↗ | Sep 3, 2009 | FMR LLC | D | Other Banking and Financial Services | $99,055,000 | $98,487,685 |
| EDGAR ↗ | Sep 3, 2009 | FMR LLC | D | Other Banking and Financial Services | $174,000,000 | $169,368,000 |
Activity: 1 new offering in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Apr 7, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Other Banking and Financial Services (2009–2012), Pooled Investment Fund (2012), Other Banking and Financial Services (2012–2019), Pooled Investment Fund (2020), Other Banking and Financial Services (2020), Pooled Investment Fund (2020), Other Banking and Financial Services (2020–2021), Pooled Investment Fund (2021). Latest offering: Other Banking and Financial Services (2022–2025; most recent Nov 17, 2025).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| Vadim Zlotnikov | Executive Officer | 7 | Apr 14, 2020 → Nov 17, 2025 |
| RONALD DEPOALO | Executive Officer | 2 | Aug 27, 2018 → Apr 7, 2026 |
| Gerard McGraw | Executive Officer, Director | 2 | Nov 12, 2009 → Apr 7, 2026 |
| Judy Marlinski | Executive Officer | 2 | Sep 8, 2017 → Feb 6, 2020 |
| John F. Haley, Jr. | Executive Officer, Director | 2 | Feb 13, 2014 → Aug 27, 2018 |
| Sorin Codreanu | Executive Officer | 1 | Feb 13, 2014 → Apr 7, 2026 |
| Philip L. Bullen | Director | 1 | Mar 15, 2018 → Apr 7, 2026 |
| Thomas Sprague | Director | 1 | Mar 14, 2019 → Apr 7, 2026 |
| Michael Ciccone | Executive Officer | 1 | Apr 11, 2024 → Apr 7, 2026 |
| Laura Doherty | Executive Officer | 1 | Apr 11, 2025 → Apr 7, 2026 |
| Kathryn Dunn | Director | 1 | Apr 11, 2025 → Apr 7, 2026 |
| Brad E. Moyer | Executive Officer | 1 | Apr 7, 2026 → Apr 7, 2026 |
| Michael K. Even | Director | 1 | Mar 13, 2020 → Apr 7, 2026 |
| Jennifer Uhrig | Director | 1 | Feb 13, 2014 → Apr 7, 2026 |
| Alok Kapoor | Director | 1 | Apr 11, 2023 → Apr 7, 2026 |
| Abigail P. Johnson | Executive Officer, Director | 1 | Sep 3, 2009 → Nov 17, 2025 |
| Stephen C. Neff | Director, Executive Officer | 1 | Feb 26, 2013 → Nov 17, 2025 |
| ROBERT MASCIALINO | Executive Officer | 1 | Nov 17, 2025 → Nov 17, 2025 |
| SHARON BROVELLI | Executive Officer | 1 | Dec 17, 2024 → Nov 17, 2025 |
| THOMAS JESSOP | Executive Officer | 1 | Nov 22, 2023 → Nov 17, 2025 |
| WILLIAM FREITAS | Executive Officer | 1 | Dec 17, 2024 → Nov 17, 2025 |
| Edward C. Johnson IV | Executive Officer, Director | 1 | Sep 3, 2009 → Nov 17, 2025 |
| Michael E. Wilens | Executive Officer, Director | 1 | Sep 3, 2009 → Nov 17, 2025 |
| KEVIN BARRY | Executive Officer | 1 | Nov 20, 2018 → Nov 17, 2025 |
| MONA VERNON | Executive Officer | 1 | Nov 22, 2023 → Nov 17, 2025 |
| ROBERTO BRACERAS | Executive Officer | 1 | Dec 17, 2024 → Nov 17, 2025 |
| BART GRENIER | Executive Officer | 1 | Aug 26, 2020 → Nov 17, 2025 |
| Matthew J. Nevins | Executive Officer | 1 | Mar 3, 2015 → Apr 11, 2025 |
| David Lane | Executive Officer | 1 | Apr 11, 2023 → Apr 11, 2025 |
| ROGER STILES | Executive Officer | 1 | Apr 10, 2019 → Dec 17, 2024 |
| MARGARET SERRAVALLI | Executive Officer | 1 | Aug 26, 2020 → Dec 17, 2024 |
| Arlene Rockefeller | Director | 1 | Apr 8, 2013 → Apr 11, 2024 |
| Eric D. Roiter | Director | 1 | Apr 8, 2013 → Apr 11, 2024 |
| Jeffrey S. Miller | Executive Officer | 1 | Apr 8, 2013 → Apr 11, 2024 |
| F. Corning Kenly | Director | 1 | Apr 8, 2013 → Apr 11, 2024 |
| John J. Remondi | Executive Officer, Director | 1 | Sep 24, 2009 → Nov 22, 2023 |
| Jonathan Chiel | Executive Officer | 1 | Nov 8, 2012 → Nov 22, 2023 |
| JOANNA ROTENBERG | Executive Officer | 1 | Nov 19, 2021 → Nov 22, 2023 |
| WILLIAM ACKERMAN | Executive Officer | 1 | Nov 22, 2023 → Nov 22, 2023 |
| Joseph Ciardi | Executive Officer | 1 | Apr 8, 2013 → Apr 11, 2023 |
| Robert Minicus | Executive Officer, Director | 1 | Mar 11, 2021 → Apr 11, 2023 |
| Lionel Harris | Director | 1 | Mar 31, 2021 → Apr 11, 2023 |
| James C. Curvey | Director | 1 | Apr 10, 2019 → Nov 21, 2022 |
| MICHAEL DURBIN | Executive Officer | 1 | Nov 16, 2017 → Nov 21, 2022 |
| James MacDonald | Executive Officer | 1 | Nov 13, 2014 → Apr 25, 2022 |
| Kathleen Murphy | Executive Officer | 1 | Nov 13, 2014 → Sep 14, 2021 |
| Edward Shea | Executive Officer | 1 | Apr 8, 2013 → Mar 31, 2021 |
| Caleb Loring, III | Director | 1 | Apr 8, 2013 → Mar 11, 2021 |
| Vincent Gubitosi | Executive Officer | 1 | Apr 8, 2013 → Mar 13, 2020 |
| Charles S. Morrison II | Executive Officer | 1 | Mar 3, 2014 → Nov 20, 2018 |
| James Curvey | Director | 1 | Sep 3, 2009 → Nov 20, 2018 |
| Jeffrey Lagarce | Executive Officer | 1 | Feb 22, 2017 → Aug 24, 2017 |
| Edward C. Johnson 3d | Executive Officer, Director | 1 | Sep 3, 2009 → Nov 16, 2016 |
| Scott E. Couto | Executive Officer | 1 | Jun 10, 2016 → Jun 10, 2016 |
| Albert Francke | Director | 1 | Apr 8, 2013 → Mar 11, 2016 |
| Alan Scheuer | Executive Officer | 1 | Sep 3, 2009 → Mar 2, 2016 |
| Geoffrey von Kuhn | Executive Officer | 1 | Nov 4, 2013 → Mar 2, 2016 |
| Douglas R. Moore | Executive Officer | 1 | Jul 18, 2014 → Dec 18, 2015 |
| Jacques Perold | Executive Officer | 1 | Sep 3, 2009 → Mar 3, 2014 |
| William L. Byrnes | Director | 1 | Sep 3, 2009 → Mar 3, 2014 |
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Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
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