Sponsor Check › Issuer
Corporation · organized in DELAWARE · formed more than five years before filing · WALTHAM, MA · SEC CIK 1300640
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer: Jun 16, 2025 · Courts (RECAP) last checked: Oct 23, 2026, 11:54 PM 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 23, 2026, 11:54 PM 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.
No SEC search has run yet for this issuer.
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 23, 2026, 11:54 PM 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 issuer 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 issuer yet.
0 of 10 offerings report sales commissions; 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 ↗ | Jun 16, 2025 D File 021-549040 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 15, 2023 D File 021-499803 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 21, 2022 D File 021-449691 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 18, 2018 D File 021-314809 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 27, 2016 D File 021-277039 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 6, 2016 D/A File 021-244609 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 4, 2013 D File 021-205707 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 6, 2013 D File 021-191453 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 26, 2012 D/A File 021-166849 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 6, 2010 D/A File 021-145868 | $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.
0 recorded documents and 0 ownership records matched to CallMiner, Inc. 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 issuer (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, 1:59 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.
Each filing as reported by the issuer, newest first. Open a row for the full plain-English detail. D = original notice, D/A = amendment.
| File no. | Original Form D | Latest filing | Amendments | Offered (latest) | Sold (latest) | Industry (latest) |
|---|---|---|---|---|---|---|
| 021-549040 | Jun 16, 2025 EDGAR ↗ | Jun 16, 2025 D EDGAR ↗ | 0 | $7,500,000 | $7,500,000 | Other Technology |
| 021-499803 | Dec 15, 2023 EDGAR ↗ | Dec 15, 2023 D EDGAR ↗ | 0 | $11,134,035 | $9,999,999 | Other Technology |
| 021-449691 | Jun 21, 2022 EDGAR ↗ | Jun 21, 2022 D EDGAR ↗ | 0 | $20,000,000 | $20,000,000 | Other Technology |
| 021-314809 | Jun 18, 2018 EDGAR ↗ | Jun 18, 2018 D EDGAR ↗ | 0 | $3,000,000 | $3,000,000 | Other Technology |
| 021-277039 | Dec 27, 2016 EDGAR ↗ | Dec 27, 2016 D EDGAR ↗ | 0 | $4,200,000 | $2,999,999 | Other Technology |
| 021-244609 | Jul 28, 2015 EDGAR ↗ | Jan 6, 2016 D/A EDGAR ↗ | 1 latest Jan 6, 2016 | $16,287,385 | $16,287,385 | Other Technology |
| 021-205707 | Nov 4, 2013 EDGAR ↗ | Nov 4, 2013 D EDGAR ↗ | 0 | $2,583,260 | $2,000,000 | Other Technology |
| 021-191453 | Feb 6, 2013 EDGAR ↗ | Feb 6, 2013 D EDGAR ↗ | 0 | $12,110,889 | $9,610,889 | Other Technology |
| 021-166849 | Oct 6, 2011 EDGAR ↗ | Sep 26, 2012 D/A EDGAR ↗ | 1 latest Sep 26, 2012 | $6,500,000 | $6,500,000 | Other Technology |
| 021-145868 | Aug 3, 2010 EDGAR ↗ | Oct 6, 2010 D/A EDGAR ↗ | 1 latest Oct 6, 2010 | $7,000,000 | $7,000,000 | Other Technology |
Offerings are grouped by SEC file number; rows without a file number (not yet retrieved from EDGAR) are shown as their own offering until the link is fetched.
| Filing | Form D filed Jun 16, 2025 SEC file no. 021-549040 · accession 0001300640-25-000002 |
|---|---|
| Raise progress | $7,500,000 sold of $7,500,000 offered (100%) · $0 remaining · first sale May 30, 2025 |
| Filing timing | Date of first sale: May 30, 2025 · Form D filed: Jun 16, 2025 (17 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 512 days (1.4 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 22, 2026; checked Oct 23, 2026, 5:45 PM ET). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 5 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $0 as filed (no minimum reported) |
| Securities offered | Equity · business combination transaction |
| Entity details | Organized in DELAWARE · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other Technology |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Robert Lane, CFO (Jun 16, 2025) |
| Market context | Minimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $5,000–$50,000. Offering size: $7,500,000. Typical range: $1,100,015–$10,001,163. Investors: 5. Typical range: 2–14. "Similar" = Other Technology, Rule 506(b). Based on 17,390 Form D filings 2021–2026 in the same industry and exemption (Other Technology, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 4,892, offering size 16,373, investors 16,629. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Dec 15, 2023 SEC file no. 021-499803 · accession 0001300640-23-000001 |
|---|---|
| Raise progress | $9,999,999 sold of $11,134,035 offered (90%) · $1,134,036 remaining · first sale Nov 29, 2023 |
| Filing timing | Date of first sale: Nov 29, 2023 · Form D filed: Dec 15, 2023 (16 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 1,060 days (2.9 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 22, 2026; checked Oct 23, 2026, 5:45 PM ET). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 11 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $0 as filed (no minimum reported) |
| Securities offered | Equity |
| Entity details | Organized in DELAWARE · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other Technology |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Jeffrey Gallino, Chief Executive Officer (Dec 15, 2023) |
| Market context | Minimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $5,000–$50,000. Offering size: $11,134,035. Typical range: $1,100,015–$10,001,163. Investors: 11. Typical range: 2–14. "Similar" = Other Technology, Rule 506(b). Based on 17,390 Form D filings 2021–2026 in the same industry and exemption (Other Technology, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 4,892, offering size 16,373, investors 16,629. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Jun 21, 2022 SEC file no. 021-449691 · accession 0001300640-22-000001 |
|---|---|
| Raise progress | $20,000,000 sold of $20,000,000 offered (100%) · $0 remaining · first sale May 26, 2022 |
| Filing timing | Date of first sale: May 26, 2022 · Form D filed: Jun 21, 2022 (26 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 1,612 days (4.4 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 22, 2026; checked Oct 23, 2026, 5:45 PM ET). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 2 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $0 as filed (no minimum reported) |
| Securities offered | Equity |
| Entity details | Organized in DELAWARE · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other Technology |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Paul Bernard, Chief Executive Officer (Jun 21, 2022) |
| Market context | Minimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $5,000–$50,000. Offering size: $20,000,000. Typical range: $1,100,015–$10,001,163. Investors: 2. Typical range: 2–14. "Similar" = Other Technology, Rule 506(b). Based on 17,390 Form D filings 2021–2026 in the same industry and exemption (Other Technology, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 4,892, offering size 16,373, investors 16,629. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Jun 18, 2018 SEC file no. 021-314809 · accession 0001300640-18-000001 |
|---|---|
| Raise progress | $3,000,000 sold of $3,000,000 offered (100%) · $0 remaining · first sale Jun 1, 2018 |
| Filing timing | Date of first sale: Jun 1, 2018 · Form D filed: Jun 18, 2018 (17 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 3,067 days (8.4 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 22, 2026; checked Oct 23, 2026, 5:45 PM ET). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 7 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $0 as filed (no minimum reported) |
| Securities offered | Equity |
| Entity details | Organized in DELAWARE · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other Technology |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Paul Bernard, Chief Executive Officer (Jun 18, 2018) |
| Market context | Minimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $5,000–$50,000. Offering size: $3,000,000. Typical range: $1,100,015–$10,001,163. Investors: 7. Typical range: 2–14. "Similar" = Other Technology, Rule 506(b). Based on 17,390 Form D filings 2021–2026 in the same industry and exemption (Other Technology, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 4,892, offering size 16,373, investors 16,629. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Dec 27, 2016 SEC file no. 021-277039 · accession 0001300640-16-000004 |
|---|---|
| Raise progress | $2,999,999 sold of $4,200,000 offered (71%) · $1,200,001 remaining · first sale Dec 9, 2016 |
| Filing timing | Date of first sale: Dec 9, 2016 · Form D filed: Dec 27, 2016 (18 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 3,606 days (9.9 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 22, 2026; checked Oct 23, 2026, 5:45 PM ET). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 8 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $0 as filed (no minimum reported) |
| Securities offered | Equity |
| Entity details | Organized in DELAWARE · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other Technology |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Paul Bernard, Chief Financial Officer (Dec 27, 2016) |
| Market context | Minimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $5,000–$50,000. Offering size: $4,200,000. Typical range: $1,100,015–$10,001,163. Investors: 8. Typical range: 2–14. "Similar" = Other Technology, Rule 506(b). Based on 17,390 Form D filings 2021–2026 in the same industry and exemption (Other Technology, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 4,892, offering size 16,373, investors 16,629. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Jan 6, 2016 · amends 0001300640-15-000002 ↗ SEC file no. 021-244609 · accession 0001300640-16-000003 · filing 2 of 2 in this offering |
|---|---|
| Raise progress | $16,287,385 sold of $16,287,385 offered (100%) · $0 remaining · first sale Jul 13, 2015 |
| Filing timing | Date of first sale: Jul 13, 2015 · Original Form D filed: Jul 28, 2015 (15 days after first sale) · This amendment (Form D/A) filed: Jan 6, 2016 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 4,121 days (11.3 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. This filing is an amendment dated Jan 6, 2016. Most recent amendment for this offering in our index: this filing, Jan 6, 2016. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 10 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $0 as filed (no minimum reported) |
| Securities offered | Equity |
| Entity details | Organized in DELAWARE · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other Technology |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Paul Bernard, Chief Financial Officer (Jan 5, 2016) |
| Changes vs previous filing |
Compared with the D filed Jul 28, 2015 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $5,000–$50,000. Offering size: $16,287,385. Typical range: $1,100,015–$10,001,163. Investors: 10. Typical range: 2–14. "Similar" = Other Technology, Rule 506(b). Based on 17,390 Form D filings 2021–2026 in the same industry and exemption (Other Technology, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 4,892, offering size 16,373, investors 16,629. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Jul 28, 2015 SEC file no. 021-244609 · accession 0001300640-15-000002 · filing 1 of 2 in this offering |
|---|---|
| Raise progress | $10,287,386 sold of $10,287,386 offered (100%) · $0 remaining · first sale Jul 13, 2015 |
| Filing timing | Date of first sale: Jul 13, 2015 · Form D filed: Jul 28, 2015 (15 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 4,121 days (11.3 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Most recent amendment for this offering in our index: Jan 6, 2016 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 10 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $0 as filed (no minimum reported) |
| Securities offered | Equity |
| Entity details | Organized in DELAWARE · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other Technology |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Paul Bernard, Chief Financial Officer (Jul 28, 2015) |
| Market context | Minimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $5,000–$50,000. Offering size: $10,287,386. Typical range: $1,100,015–$10,001,163. Investors: 10. Typical range: 2–14. "Similar" = Other Technology, Rule 506(b). Based on 17,390 Form D filings 2021–2026 in the same industry and exemption (Other Technology, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 4,892, offering size 16,373, investors 16,629. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Nov 4, 2013 SEC file no. 021-205707 · accession 0001300640-13-000002 |
|---|---|
| Raise progress | $2,000,000 sold of $2,583,260 offered (77%) · $583,260 remaining · first sale Oct 15, 2013 |
| Filing timing | Date of first sale: Oct 15, 2013 · Form D filed: Nov 4, 2013 (20 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 4,757 days (13.0 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 22, 2026; checked Oct 23, 2026, 5:45 PM ET). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 6 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $0 as filed (no minimum reported) |
| Securities offered | Debt |
| Entity details | Organized in DELAWARE · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other Technology |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Robert Orlando, Chief Financial Officer (Nov 4, 2013) |
| Market context | Minimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $5,000–$50,000. Offering size: $2,583,260. Typical range: $1,100,015–$10,001,163. Investors: 6. Typical range: 2–14. "Similar" = Other Technology, Rule 506(b). Based on 17,390 Form D filings 2021–2026 in the same industry and exemption (Other Technology, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 4,892, offering size 16,373, investors 16,629. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Feb 6, 2013 SEC file no. 021-191453 · accession 0001300640-13-000001 |
|---|---|
| Raise progress | $9,610,889 sold of $12,110,889 offered (79%) · $2,500,000 remaining · first sale Jan 24, 2013 |
| Filing timing | Date of first sale: Jan 24, 2013 · Form D filed: Feb 6, 2013 (13 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 5,021 days (13.8 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 22, 2026; checked Oct 23, 2026, 5:45 PM ET). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 8 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $0 as filed (no minimum reported) |
| Securities offered | Equity |
| Entity details | Organized in DELAWARE · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other Technology |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Robert Orlando, Chief Financial Officer (Feb 6, 2013) |
| Market context | Not computed — the exemption as filed is Rule 506 before the Sept 2013 split into 506(b) and 506(c) (see Exemption claimed); ranges are computed only for offerings claiming Rule 506(b) or 506(c), compared with the last 5 years of filings. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Sep 26, 2012 · amends 0001300640-11-000002 ↗ SEC file no. 021-166849 · accession 0001390550-12-000003 · filing 2 of 2 in this offering |
|---|---|
| Raise progress | $6,500,000 sold of $6,500,000 offered (100%) · $0 remaining · first sale Sep 21, 2011 |
| Filing timing | Date of first sale: Sep 21, 2011 · Original Form D filed: Oct 6, 2011 (15 days after first sale) · This amendment (Form D/A) filed: Sep 26, 2012 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 5,512 days (15.1 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. This filing is an amendment dated Sep 26, 2012. Most recent amendment for this offering in our index: this filing, Sep 26, 2012. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 7 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $0 as filed (no minimum reported) |
| Securities offered | Debt; Option, warrant or other right to acquire; Security to be acquired upon exercise |
| Entity details | Organized in DELAWARE · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other Technology |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Robert Orlando, Chief Financial Officer (Sep 24, 2012) |
| Changes vs previous filing |
Compared with the D filed Oct 6, 2011 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Not computed — the exemption as filed is Rule 506 before the Sept 2013 split into 506(b) and 506(c) (see Exemption claimed); ranges are computed only for offerings claiming Rule 506(b) or 506(c), compared with the last 5 years of filings. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Oct 6, 2011 SEC file no. 021-166849 · accession 0001300640-11-000002 · filing 1 of 2 in this offering |
|---|---|
| Raise progress | $2,000,000 sold of $2,000,000 offered (100%) · $0 remaining · first sale Sep 21, 2011 |
| Filing timing | Date of first sale: Sep 21, 2011 · Form D filed: Oct 6, 2011 (15 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 5,512 days (15.1 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Most recent amendment for this offering in our index: Sep 26, 2012 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 7 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $0 as filed (no minimum reported) |
| Securities offered | Debt; Option, warrant or other right to acquire; Security to be acquired upon exercise |
| Entity details | Organized in DELAWARE · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other Technology |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Robert Orlando, Chief Financial Officer (Oct 4, 2011) |
| Market context | Not computed — the exemption as filed is Rule 506 before the Sept 2013 split into 506(b) and 506(c) (see Exemption claimed); ranges are computed only for offerings claiming Rule 506(b) or 506(c), compared with the last 5 years of filings. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Oct 6, 2010 · amends 0001300640-10-000003 ↗ SEC file no. 021-145868 · accession 0001300640-10-000004 · filing 2 of 2 in this offering |
|---|---|
| Raise progress | $7,000,000 sold of $7,000,000 offered (100%) · $0 remaining · first sale Aug 2, 2010 |
| Filing timing | Date of first sale: Aug 2, 2010 · Original Form D filed: Aug 3, 2010 (1 day after first sale) · This amendment (Form D/A) filed: Oct 6, 2010 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 5,927 days (16.2 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. This filing is an amendment dated Oct 6, 2010. Most recent amendment for this offering in our index: this filing, Oct 6, 2010. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 7 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $0 as filed (no minimum reported) |
| Securities offered | Equity |
| Entity details | Organized in DELAWARE · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other Technology |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Terence Leahy, Chief Executive Officer (Oct 5, 2010) |
| Changes vs previous filing |
Compared with the D filed Aug 3, 2010 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Not computed — the exemption as filed is Rule 506 before the Sept 2013 split into 506(b) and 506(c) (see Exemption claimed); ranges are computed only for offerings claiming Rule 506(b) or 506(c), compared with the last 5 years of filings. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Aug 3, 2010 SEC file no. 021-145868 · accession 0001300640-10-000003 · filing 1 of 2 in this offering |
|---|---|
| Raise progress | $1,960,205 sold of $4,000,000 offered (49%) · $2,039,795 remaining · first sale Aug 2, 2010 |
| Filing timing | Date of first sale: Aug 2, 2010 · Form D filed: Aug 3, 2010 (1 day after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 5,927 days (16.2 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Most recent amendment for this offering in our index: Oct 6, 2010 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 5 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $0 as filed (no minimum reported) |
| Securities offered | Equity |
| Entity details | Organized in DELAWARE · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other Technology |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Terence Leahy, Chief Executive Officer (Aug 2, 2010) |
| Market context | Not computed — the exemption as filed is Rule 506 before the Sept 2013 split into 506(b) and 506(c) (see Exemption claimed); ranges are computed only for offerings claiming Rule 506(b) or 506(c), compared with the last 5 years of filings. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Amendment filed | File no. | Compared with | What changed (both values as filed) |
|---|---|---|---|
| Jan 6, 2016 EDGAR ↗ | 021-244609 | Jul 28, 2015 D | total sold: $10,287,386 (Jul 28, 2015) → $16,287,385 (Jan 6, 2016) · total offering: $10,287,386 (Jul 28, 2015) → $16,287,385 (Jan 6, 2016) |
| Sep 26, 2012 EDGAR ↗ | 021-166849 | Oct 6, 2011 D | total sold: $2,000,000 (Oct 6, 2011) → $6,500,000 (Sep 26, 2012) · total offering: $2,000,000 (Oct 6, 2011) → $6,500,000 (Sep 26, 2012) |
| Oct 6, 2010 EDGAR ↗ | 021-145868 | Aug 3, 2010 D | total sold: $1,960,205 (Aug 3, 2010) → $7,000,000 (Oct 6, 2010) · total offering: $4,000,000 (Aug 3, 2010) → $7,000,000 (Oct 6, 2010) · remaining: $2,039,795 (Aug 3, 2010) → $0 (Oct 6, 2010) · and 1 more (open the filing above) |
Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Values as filed; no conclusion is drawn.
All Form D filings for this CIK on SEC EDGAR ↗. History: 0 new offerings in the last 12 months (new offering = a Form D that is not an amendment) · most recent filing Jun 16, 2025. Industry as reported, by offering: All 10 offerings reported: Other Technology (2010–2025).
| Name | Relationship | Address state | On filings (first → last) | Also listed on |
|---|---|---|---|---|
| Benedetto Miele | Executive Officer | MA | Jun 16, 2025 on 1 of 13 filings listed on the latest filing | — |
| Bob Davoli | Director | MA | Jun 16, 2025 on 1 of 13 filings listed on the latest filing | — |
| Bruce McMahon | Executive Officer | MA | Jun 16, 2025 on 1 of 13 filings listed on the latest filing | — |
| Eric Williamson | Executive Officer | MA | Jun 16, 2025 on 1 of 13 filings listed on the latest filing | — |
| Grant Wentworth | Director | MA | Jun 21, 2022 → Jun 16, 2025 on 3 of 13 filings listed on the latest filing | 8 other issuers |
| Jason Kreuziger | Director | MA | Dec 15, 2023 → Jun 16, 2025 on 2 of 13 filings listed on the latest filing | 1 other issuer |
| Jay Rosenberger | Director | MA | Dec 27, 2016 → Jun 16, 2025 on 5 of 13 filings listed on the latest filing | — |
| Jeffrey Gallino also filed as Jeffrey A. Gallino | Director, Executive Officer | MA | Aug 3, 2010 → Jun 16, 2025 on 13 of 13 filings listed on the latest filing | — |
| Jonathan Ranger | Executive Officer | MA | Jun 16, 2025 on 1 of 13 filings listed on the latest filing | — |
| Larry Berran | Director | MA | Dec 15, 2023 → Jun 16, 2025 on 2 of 13 filings listed on the latest filing | — |
| Mike DiPiano | Director | MA | Jun 16, 2025 on 1 of 13 filings listed on the latest filing | — |
| Mitch Mumma | Director | MA | Jun 16, 2025 on 1 of 13 filings listed on the latest filing | — |
| Rachel Simone | Executive Officer | MA | Jun 16, 2025 on 1 of 13 filings listed on the latest filing | — |
| Robert Lane | Executive Officer | MA | Jun 18, 2018 → Jun 16, 2025 on 4 of 13 filings listed on the latest filing | — |
| Roderick MacQueen | Executive Officer | MA | Jun 16, 2025 on 1 of 13 filings listed on the latest filing | — |
| Steven Chambers | Director | MA | Jul 28, 2015 → Jun 16, 2025 on 7 of 13 filings listed on the latest filing | 1 other issuer |
| John Glushik | Director | NC | Aug 3, 2010 → Dec 15, 2023 on 12 of 13 filings not listed on the latest filing (Jun 16, 2025) | 9 other issuers |
| Michael DiPiano | Director | MA | Dec 15, 2023 on 1 of 13 filings not listed on the latest filing (Jun 16, 2025) | 28 other issuers |
| Robert Davoli | Director | MA | Aug 3, 2010 → Dec 15, 2023 on 12 of 13 filings not listed on the latest filing (Jun 16, 2025) | 30 other issuers |
| Brian Kim | Director | PA | Dec 27, 2016 → Jun 21, 2022 on 3 of 13 filings not listed on the latest filing (Jun 16, 2025) | 6 other issuers |
| Holger Staude | Director | MA | Jun 21, 2022 on 1 of 13 filings not listed on the latest filing (Jun 16, 2025) | 10 other issuers |
| Paul Bernard | Executive Officer, Director | MA | Jul 28, 2015 → Jun 21, 2022 on 5 of 13 filings not listed on the latest filing (Jun 16, 2025) | 1 other issuer |
| Terence M. Leahy also filed as Terence Leahy | Executive Officer, Director | MA | Aug 3, 2010 → Dec 27, 2016 on 9 of 13 filings not listed on the latest filing (Jun 16, 2025) | — |
| Glenn T. Rieger person page: Glenn Rieger | Director | PA | Jul 28, 2015 → Jan 6, 2016 on 2 of 13 filings not listed on the latest filing (Jun 16, 2025) | 9 other issuers |
| Greg Baty | Director | FL | Oct 6, 2011 → Jan 6, 2016 on 6 of 13 filings not listed on the latest filing (Jun 16, 2025) | 3 other issuers |
| Robert Orlando | Executive Officer | MA | Oct 6, 2011 → Nov 4, 2013 on 4 of 13 filings not listed on the latest filing (Jun 16, 2025) | — |
| Dan Rua | Director | FL | Aug 3, 2010 → Sep 26, 2012 on 4 of 13 filings not listed on the latest filing (Jun 16, 2025) | 1 other issuer |
| Robert Nelson | Director | MA | Aug 3, 2010 → Sep 26, 2012 on 4 of 13 filings not listed on the latest filing (Jun 16, 2025) | 4 other issuers |
| Kim C. Brown | Executive Officer | FL | Aug 3, 2010 → Oct 6, 2010 on 2 of 13 filings not listed on the latest filing (Jun 16, 2025) | — |
Executive officers, directors and promoters as self-reported by the issuer, one row per person. Spellings of the same name (same first and last name, or the same full name that EDGAR split differently into middle and last name) with no conflicting middle initial are shown on one row (none on this issuer); dates and counts come from the filings that list each name. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗. Middle names: the SEC Form D data set (RELATEDPERSONS.tsv) repeats the previous person's middle name into later rows of the same filing; where that happened PartnerFacts shows the name without the repeated middle name and keeps the data-set spelling on record (Grant A. Wentworth; Jay A. Rosenberger; Steven A. Chambers; John A. Glushik; Robert A. Davoli; Brian A. Kim; Holger A. Staude; Paul M. Bernard; Greg A. Baty; Robert M. Orlando; Dan A. Rua; Robert A. Nelson) — the filing on EDGAR is the source.
Other issuers listing the same people (showing 40 of 111):
Shared address: this business address appears on filings for 1 other issuer. Stated as a count only (suite numbers ignored) — many addresses are shared office buildings or registered agents. As of Oct 23, 2026, 5:45 PM ET.
None found in sources searched.
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.
Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.
Not yet searched.
Sources to be searched: the sponsor's website (none on record yet; a sponsor's website is known only 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 — we never look it up elsewhere) for Meta Pixel ids and Facebook / Instagram page links; Meta Ad Library API: not yet searched (API access pending). We never read facebook.com or instagram.com; readers get a link to Meta's public Ad Library instead.
Not found in sources searched.
Sources searched for a website: Form C data set (issuer websites as filed), Form ADV data set (Item 1.I of matched advisers) — as of Oct 23, 2026, 11:20 PM ET: none on file for this issuer. The sponsor website, the Internet Archive and GDELT news index are read only once a site is on file; a sponsor's website is known only 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 — we never look it up elsewhere. We never collect personal or family accounts.
Entity standing: not checked (no official programmatic source for MA yet).
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