PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:57 AM ET

Sponsor Check › Sponsor group

Zalico Variable

11 issuers linked to one sponsor · SCHAUMBURG, IL

Grouped because: 60 shared people, same business address (9 issuers), similar issuer names (6) · 5 issuers also list a director who sits on many unrelated issuers (not used to group) (automatic match from the filings) ·Not the same sponsor? Request a correction

11issuers
177Form D filings
$15,757,592,559total sold (sum of latest per issuer)
1,982investors (sum of max per issuer)
2010–2025active
3new offerings, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Dec 1, 2025 · Courts (RECAP) last checked: Oct 24, 2026, 12:16 AM ET · SEC enforcement last checked: not yet

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

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, 12:16 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.

2. Regulatory actions

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.

3. Bankruptcies

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, 12:16 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.

4. Differences between public sources

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.

5. Money to insiders and sales commissions

13 of 15 offerings report sales commissions totalling $46,118,933; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Dec 1, 2025 D
File 021-565326
$4,867,719$0$0
Zurich American Life Insurance Company deducts charges from premium and policy values per terms of applicable insurance contract.
M Holdings Securities, Inc BrokerCheck CRD 43285 ↗
via M Holdings Securities, Inc (CRD 43285 ↗)

Benefit Financial Securities LLC BrokerCheck CRD 45113 ↗
via Benefit Financial Securities LLC (CRD 45113 ↗)

First Liberties Financial BrokerCheck CRD 14432 ↗
via First Liberties Financial (CRD 14432 ↗)

Kestra Investments LLC BrokerCheck CRD 42046 ↗
via Kestra Investments LLC (CRD 42046 ↗)

Leaders Group Inc BrokerCheck CRD 37157 ↗
via Leaders Group Inc (CRD 37157 ↗)

Oberlin Financial International BrokerCheck CRD 294205 ↗
via Oberlin Financial International (CRD 294205 ↗)

Stern Capital BrokerCheck CRD 131226 ↗
via Stern Capital (CRD 131226 ↗)

Morgan Stanley BrokerCheck CRD 149777 ↗
via Morgan Stanley (CRD 149777 ↗)

UBS Financial Services BrokerCheck CRD 8174 ↗
via UBS Financial Services (CRD 8174 ↗)
EDGAR ↗Dec 1, 2025 D
File 021-565328
$11,632,059$0$0
Zurich American Life Insurance Company deducts charges from premium and policy values per terms of applicable insurance contract
M Holdings Securities BrokerCheck CRD 43285 ↗
via M Holdings Securities (CRD 43285 ↗)

JP Morgan Chase Bank BrokerCheck CRD 79 ↗
via JP Morgan Chase Bank (CRD 79 ↗)

Mercer Allied Company LP BrokerCheck CRD 37404 ↗
via Mercer Allied Company LP (CRD 37404 ↗)

Morgan Stanley BrokerCheck CRD 149777 ↗
via Morgan Stanley (CRD 149777 ↗)

RBC Capital Markets BrokerCheck CRD 31194 ↗
via RBC Capital Markets (CRD 31194 ↗)

UBS BrokerCheck CRD 8174 ↗
via UBS (CRD 8174 ↗)

American Portfolio Financial Advisors Inc BrokerCheck CRD 18487 ↗
via American Portfolio Financial Advisors Inc (CRD 18487 ↗)

First Liberties Financial BrokerCheck CRD 14432 ↗
via First Liberties Financial (CRD 14432 ↗)

High Tower Securities LLC BrokerCheck CRD 116681 ↗
via High Tower Securities LLC (CRD 116681 ↗)

Kestra Investment Services LLC BrokerCheck CRD 42046 ↗
via Kestra Investment Services LLC (CRD 42046 ↗)

Leaders Group Inc BrokerCheck CRD 37157 ↗
via Leaders Group Inc (CRD 37157 ↗)

Lion Street Financial LLC BrokerCheck CRD 165828 ↗
via Lion Street Financial LLC (CRD 165828 ↗)

Purshe Kaplan Investments BrokerCheck CRD 35747 ↗
via Purshe Kaplan Investments (CRD 35747 ↗)

Rockefeller Capital Management BrokerCheck CRD 291361 ↗
via Rockefeller Capital Management (CRD 291361 ↗)

Valmark Securities Inc BrokerCheck CRD 312243 ↗
via Valmark Securities Inc (CRD 312243 ↗)
EDGAR ↗Dec 1, 2025 D
File 021-565323
$2,378,394 (est.)$0$0
ZALICONY deducts charges from premium and policy values per terms of applicable annuity contract.
Morgan Stanley BrokerCheck CRD 149777 ↗
via Morgan Stanley (CRD 149777 ↗)

JP Morgan Securities, LLC BrokerCheck CRD 79 ↗
via JP Morgan Securities LLC (CRD 79 ↗)

RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
via RBC Capital Markets, LLC (CRD 31194 ↗)

Rockefeller Capital Management Insurance BrokerCheck CRD 294197 ↗
via Rockefeller Capital Management Insurance (CRD 294197 ↗)

UBS BrokerCheck CRD 8174 ↗
via UBS (CRD 8174 ↗)

M Holdings Securities BrokerCheck CRD 43285 ↗
via M Holdings Securities (CRD 43285 ↗)

Mercer Allied Company LP BrokerCheck CRD 37404 ↗
via Mercer Allied Company LP (CRD 37404 ↗)

Valmark Securities BrokerCheck CRD 312243 ↗
via Valmark Securities (CRD 312243 ↗)

Park Avenue Securities LLC BrokerCheck CRD 46173 ↗
via Park Avenue Securities LLC (CRD 46173 ↗)
EDGAR ↗May 21, 2025 D/A
File 021-139808
$103,392 (est.)$0$0
As issuer of the variable life insurance policies, Zurich American Life Insurance Company will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds
Benefit Finance Securities BrokerCheck CRD 45113 ↗
EDGAR ↗May 21, 2025 D/A
File 021-139810
$397,480 (est.)$0$0
As issuer of the variable life insurance policies, Zurich American Life Insurance Company will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds
Wells Fargo Insurance Services Investment Advisors, Inc. BrokerCheck CRD 35419 ↗
EDGAR ↗May 21, 2025 D/A
File 021-139840
$349,771 (est.)$0$0
As issuer of variable life insurance policies, Zurich American Life Insurance Company will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds
Wells Fargo Insurance Services Investment Advisors BrokerCheck CRD 35419 ↗
EDGAR ↗May 21, 2025 D/A
File 021-139876
$8,060,474 (est.)$0$0
As issuer of the variable life insurance policies, Zurich American Life Insurance Company will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds
Wells Fargo Advisors, LLC BrokerCheck CRD 19616 ↗
BFP Securities, LLC BrokerCheck CRD 44731 ↗
via Benefit Finance Securities (CRD 45113 ↗)

WJ Lynch Investor Services LLC (William J. Lynch & Associates) BrokerCheck CRD 140762 ↗
Moloney Securities, Inc. BrokerCheck CRD 38535 ↗
EDGAR ↗May 21, 2025 D/A
File 021-155451
$904,238$0$0
As issuer, ZALICO will receive amounts from charges deducted under the contracts, but no executive officer, director or promoter will receive any portion of the gross offering proceeds.
MFI Investments Corp BrokerCheck CRD 2864 ↗
Ahmad Husami BrokerCheck CRD 2362818 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

BENEFIT FINANCE SECURITIES BrokerCheck CRD 45113 ↗
EDGAR ↗May 21, 2025 D/A
File 021-163516
$0$0$0
As issuer of the variable life insurance policies, ZALICO will receive amounts from charges deducted from policies, but no executive officer, director or promoter will receive any position or portion of the gross offering proceeds.
None listed on this filing
EDGAR ↗May 21, 2025 D/A
File 021-234636
$0$0$0None listed on this filing
EDGAR ↗May 21, 2025 D/A
File 021-342497
$2,689,000 (est.)$0$0
Zurich American Life Insurance Company deducts charges from premium and contract values per terms of applicable annuity contract.
J. Alden Associates, Inc. BrokerCheck CRD 40002 ↗
BENEFIT FINANCE SECURITIES, LLC BrokerCheck CRD 45113 ↗
KESTRA INVESTMENT SERVICES BrokerCheck CRD 42046 ↗
EDGAR ↗May 3, 2024 D/A
File 021-172945
$4,379,752$0$0
Zurich American Life Insurance Company deducts charges from premium and policy values per terms of applicable insurance contract.
M Holdings Securities, Inc BrokerCheck CRD 43285 ↗
via M Holdings Securities, Inc (CRD 43285 ↗)

American Trust Investment Services BrokerCheck CRD 3001 ↗
via American Trust Investment Services (CRD 3001 ↗)

Benefit Financial Securities LLC BrokerCheck CRD 45113 ↗
via Benefit Financial Securities LLC (CRD 45113 ↗)

First Liberties Financial BrokerCheck CRD 14432 ↗
via First Liberties Financial (CRD 14432 ↗)

Kestra Investments LLC BrokerCheck CRD 42046 ↗
via Kestra Investments LLC (CRD 42046 ↗)

Leaders Group Inc BrokerCheck CRD 37157 ↗
via Leaders Group Inc (CRD 37157 ↗)

Lion Street Financial LLC BrokerCheck CRD 165828 ↗
via Lion Street Financial LLC (CRD 165828 ↗)

Oberlin Financial International BrokerCheck CRD 294205 ↗
via Oberlin Financial International (CRD 294205 ↗)

Stern Capital BrokerCheck CRD 131226 ↗
via Stern Capital (CRD 131226 ↗)

Morgan Stanley BrokerCheck CRD 149777 ↗
via Morgan Stanley (CRD 149777 ↗)
EDGAR ↗May 3, 2024 D/A
File 021-215800
$8,302,539$0$0
Zurich American Life Insurance Company deducts charges from premium and policy values per terms of applicable insurance contract
M Holdings Securities BrokerCheck CRD 43285 ↗
via M Holdings Securities (CRD 43285 ↗)

JP Morgan Chase Bank BrokerCheck CRD 79 ↗
via JP Morgan Chase Bank (CRD 79 ↗)

Mercer Allied Company LP BrokerCheck CRD 37404 ↗
via Mercer Allied Company LP (CRD 37404 ↗)

Morgan Stanley BrokerCheck CRD 149777 ↗
via Morgan Stanley (CRD 149777 ↗)

RBC Capital Markets BrokerCheck CRD 31194 ↗
via RBC Capital Markets (CRD 31194 ↗)

UBS BrokerCheck CRD 8174 ↗
via UBS (CRD 8174 ↗)

American Portfolio Financial Advisors Inc BrokerCheck CRD 18487 ↗
via American Portfolio Financial Advisors Inc (CRD 18487 ↗)

First Liberties Financial BrokerCheck CRD 14432 ↗
via First Liberties Financial (CRD 14432 ↗)

High Tower Securities LLC BrokerCheck CRD 116681 ↗
via High Tower Securities LLC (CRD 116681 ↗)

Kestra Investment Services LLC BrokerCheck CRD 42046 ↗
via Kestra Investment Services LLC (CRD 42046 ↗)

Leaders Group Inc BrokerCheck CRD 37157 ↗
via Leaders Group Inc (CRD 37157 ↗)

Lion Street Financial LLC BrokerCheck CRD 165828 ↗
via Lion Street Financial LLC (CRD 165828 ↗)

Purshe Kaplan Investments BrokerCheck CRD 35747 ↗
via Purshe Kaplan Investments (CRD 35747 ↗)

Rockefeller Capital Management BrokerCheck CRD 291361 ↗
via Rockefeller Capital Management (CRD 291361 ↗)

Valmark Securities Inc BrokerCheck CRD 312243 ↗
via Valmark Securities Inc (CRD 312243 ↗)
EDGAR ↗May 3, 2024 D/A
File 021-220492
$1,995,457 (est.)$0$0
ZALICONY deducts charges from premium and policy values per terms of applicable annuity contract.
Morgan Stanley no CRD number reported
via Morgan Stanley (CRD 149777 ↗)

JP Morgan Securities, LLC no CRD number reported
via JP Morgan Securities LLC (CRD 79 ↗)

RBC Capital Markets, LLC no CRD number reported
via RBC Capital Markets, LLC (CRD 31194 ↗)

Rockefeller Capital Management Insurance no CRD number reported
via Rockefeller Capital Management Insurance (CRD 294197 ↗)

UBS no CRD number reported
via UBS (CRD 8174 ↗)
EDGAR ↗Sep 17, 2019 D/A
File 021-270288
$58,658 (est.)$0$0BFP Securities, LLC BrokerCheck CRD 44731 ↗

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 11 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookups queued

0 recorded documents and 0 ownership records matched to Zalico Variable 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, 12:57 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.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗ZALICO VARIABLE SERIES III SEPARATE ACCOUNTshared people, same person name on both filings, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)SCHAUMBURG, ILInsurance16$2,730,664
offering Indefinite · similar: $3,999,996–$50,000,000
9
similar: 1–1
$10,000
similar: $1,000,000–$19,713,626
2010–2025
EDGAR ↗ZALICO VARIABLE SERIES VI SEPARATE ACCOUNTshared people, same person name on both filings, same business address, similar issuer namesSCHAUMBURG, ILInsurance15$12,473,488
offering Indefinite · similar: $3,999,996–$50,000,000
8
similar: 1–1
$10,000
similar: $1,000,000–$19,713,626
2010–2025
EDGAR ↗ZALICO VARIABLE SERIES II SEPARATE ACCOUNTshared people, same person name on both filings, same business address, similar issuer namesSCHAUMBURG, ILInsurance30$54,127,438
offering Indefinite · similar: $3,999,996–$50,000,000
20
similar: 1–1
$10,000
similar: $1,000,000–$19,713,626
2010–2025
EDGAR ↗ZALICO Variable Series I Separate Accountshared people, same person name on both filings, same business address, similar issuer namesSCHAUMBURG, ILInsurance15$8,838,201,336
offering Indefinite · similar: $3,999,996–$50,000,000
52
similar: 1–1
$10,000,000
similar: $1,000,000–$19,713,626
2010–2025
EDGAR ↗ZALICO Variable Annuity Separate Account -- 2shared people, same person name on both filings, same business address, similar issuer namesSCHAUMBURG, ILInsurance14$30,149,776
offering Indefinite · similar: $3,999,996–$50,000,000
2
similar: 1–1
$100,000
similar: $1,000,000–$19,713,626
2011–2025
EDGAR ↗ZALICO VL Series Account - 2shared people, same person name on both filings, same business address, similar issuer namesSCHAUMBURG, ILInsurance26$1,611,050,149
offering Indefinite · similar: $3,999,996–$50,000,000
27
similar: 1–1
$10,000
similar: $1,000,000–$19,713,626
2011–2025
EDGAR ↗HNW PPVUL Series Account - 1shared people, same person name on both filings, same business address, director listed on many unrelated issuers (not used to group)SCHAUMBURG, ILInsurance15$678,984,679
offering Indefinite · similar: $3,999,996–$50,000,000
183
similar: 1–1
$500,000
similar: $1,000,000–$19,713,626
2012–2025
EDGAR ↗HNW PPVA Series Account - 1shared people, same person name on both filings, same business address, director listed on many unrelated issuers (not used to group)SCHAUMBURG, ILInsurance14$2,087,255,372
offering Indefinite · similar: $3,999,996–$50,000,000
1485
similar: 1–1
$500,000
similar: $1,000,000–$19,713,626
2014–2025
EDGAR ↗ZALICONY HNW PPVA Series Account - 1shared people, same person name on both filings, director listed on many unrelated issuers (not used to group)NEW YORK, NYInsurance11$268,249,679
offering Indefinite · similar: $3,999,996–$50,000,000
171
similar: 1–1
$500,000
similar: $1,000,000–$19,713,626
2014–2025
EDGAR ↗VL Series Account-1shared people, same person name on both filings, director listed on many unrelated issuers (not used to group)SCHAUMBURG, United States (as filed: X1)Insurance13$6,969,679,634
offering Indefinite · similar: $3,999,996–$50,000,000
4
similar: 1–1
$50,000,000
similar: $1,000,000–$19,713,626
2015–2025
EDGAR ↗Group Variable Annuity Series I Separate Accountshared people, same person name on both filings, same business addressSCHAUMBURG, ILInsurance8$697,500,000
offering Indefinite · similar: $3,999,996–$50,000,000
21
similar: 1–1
$3,000,000
similar: $1,000,000–$19,713,626
2019–2025

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Insurance / 506(c) (97 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.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Dec 1, 2025ZALICONY HNW PPVA Series Account - 1DInsuranceIndefinite$268,249,679
EDGAR ↗Dec 1, 2025HNW PPVA Series Account - 1DInsuranceIndefinite$2,087,255,372
EDGAR ↗Dec 1, 2025HNW PPVUL Series Account - 1DInsuranceIndefinite$678,984,679
EDGAR ↗May 21, 2025ZALICO VARIABLE SERIES VI SEPARATE ACCOUNTD/AInsuranceIndefinite$12,473,488
EDGAR ↗May 21, 2025ZALICO VARIABLE SERIES III SEPARATE ACCOUNTD/AInsuranceIndefinite$2,730,664
EDGAR ↗May 21, 2025ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$11,550,711
EDGAR ↗May 21, 2025ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$54,127,437
EDGAR ↗May 21, 2025ZALICO Variable Series I Separate AccountD/AInsuranceIndefinite$4,990,934,835
EDGAR ↗May 21, 2025Group Variable Annuity Series I Separate AccountD/AInsuranceIndefinite$697,500,000
EDGAR ↗May 21, 2025VL Series Account-1D/AInsuranceIndefinite$6,969,679,634
EDGAR ↗May 21, 2025ZALICO VL Series Account - 2D/AInsuranceIndefinite$8,083,722
EDGAR ↗May 21, 2025ZALICO VL Series Account - 2D/AInsuranceIndefinite$1,611,050,149
EDGAR ↗May 21, 2025ZALICO Variable Annuity Separate Account -- 2D/AInsuranceIndefinite$30,149,775
EDGAR ↗May 3, 2024ZALICONY HNW PPVA Series Account - 1D/AInsuranceIndefinite$140,819,418
EDGAR ↗May 3, 2024HNW PPVUL Series Account - 1D/AInsuranceIndefinite$623,388,825
EDGAR ↗May 3, 2024HNW PPVA Series Account - 1D/AInsuranceIndefinite$1,475,815,861
EDGAR ↗Apr 19, 2024Group Variable Annuity Series I Separate AccountD/AInsuranceIndefinite$585,000,000
EDGAR ↗Apr 3, 2024VL Series Account-1D/AInsuranceIndefinite$6,969,679,634
EDGAR ↗Apr 3, 2024ZALICO VL Series Account - 2D/AInsuranceIndefinite$8,083,722
EDGAR ↗Apr 3, 2024ZALICO VL Series Account - 2D/AInsuranceIndefinite$1,038,925,097
EDGAR ↗Apr 3, 2024ZALICO Variable Annuity Separate Account -- 2D/AInsuranceIndefinite$30,149,775
EDGAR ↗Apr 3, 2024ZALICO VARIABLE SERIES VI SEPARATE ACCOUNTD/AInsuranceIndefinite$11,473,088
EDGAR ↗Apr 3, 2024ZALICO VARIABLE SERIES III SEPARATE ACCOUNTD/AInsuranceIndefinite$2,730,664
EDGAR ↗Mar 29, 2024ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$54,127,437
EDGAR ↗Mar 29, 2024ZALICO Variable Series I Separate AccountD/AInsuranceIndefinite$4,988,356,382
EDGAR ↗Mar 29, 2024ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$11,349,493
EDGAR ↗Aug 29, 2023ZALICO Variable Annuity Separate Account -- 2D/AInsuranceIndefinite$30,149,775
EDGAR ↗Aug 23, 2023Group Variable Annuity Series I Separate AccountD/AInsuranceIndefinite$585,000,000
EDGAR ↗Aug 23, 2023VL Series Account-1D/AInsuranceIndefinite$6,950,260,648
EDGAR ↗Aug 23, 2023ZALICO VL Series Account - 2D/AInsuranceIndefinite$8,083,722
EDGAR ↗Aug 23, 2023ZALICO VL Series Account - 2D/AInsuranceIndefinite$985,105,310
EDGAR ↗Aug 23, 2023ZALICO Variable Series I Separate AccountD/AInsuranceIndefinite$4,986,696,352
EDGAR ↗Aug 23, 2023ZALICO VARIABLE SERIES VI SEPARATE ACCOUNTD/AInsuranceIndefinite$10,472,688
EDGAR ↗Aug 23, 2023ZALICO VARIABLE SERIES III SEPARATE ACCOUNTD/AInsuranceIndefinite$2,730,664
EDGAR ↗Aug 23, 2023ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$11,243,157
EDGAR ↗Aug 23, 2023ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$54,127,437
EDGAR ↗May 19, 2023ZALICONY HNW PPVA Series Account - 1D/AInsuranceIndefinite$173,889,876
EDGAR ↗May 19, 2023HNW PPVA Series Account - 1D/AInsuranceIndefinite$1,241,077,938
EDGAR ↗May 19, 2023HNW PPVUL Series Account - 1D/AInsuranceIndefinite$549,178,338
EDGAR ↗Oct 24, 2022HNW PPVUL Series Account - 1D/AInsuranceIndefinite$440,323,580
EDGAR ↗Sep 22, 2022Group Variable Annuity Series I Separate AccountD/AInsuranceIndefinite$585,000,000
EDGAR ↗Sep 13, 2022ZALICO VL Series Account - 2D/AInsuranceIndefinite$7,483,722
EDGAR ↗Sep 13, 2022ZALICO VARIABLE SERIES III SEPARATE ACCOUNTD/AInsuranceIndefinite$2,680,664
EDGAR ↗Sep 13, 2022ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$11,115,779
EDGAR ↗Sep 8, 2022ZALICO VL Series Account - 2D/AInsuranceIndefinite$985,105,310
EDGAR ↗Sep 8, 2022ZALICO Variable Annuity Separate Account -- 2D/AInsuranceIndefinite$30,149,776
EDGAR ↗Sep 8, 2022ZALICO VARIABLE SERIES VI SEPARATE ACCOUNTD/AInsuranceIndefinite$10,472,688
EDGAR ↗Sep 8, 2022ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$54,127,438
EDGAR ↗Jul 8, 2022Group Variable Annuity Series I Separate AccountD/AInsuranceIndefinite$540,000,000
EDGAR ↗Jul 7, 2022Group Variable Annuity Series I Separate AccountD/AInsuranceIndefinite$540,000,000
EDGAR ↗Jun 29, 2022ZALICONY HNW PPVA Series Account - 1D/AInsuranceIndefinite$62,530,983
EDGAR ↗Jun 28, 2022VL Series Account-1D/AInsuranceIndefinite$6,569,046,062
EDGAR ↗Jun 28, 2022HNW PPVA Series Account - 1D/AInsuranceIndefinite$575,225,702
EDGAR ↗Jun 28, 2022HNW PPVUL Series Account - 1D/AInsuranceIndefinite$456,473,344
EDGAR ↗Jun 28, 2022ZALICO Variable Series I Separate AccountD/AInsuranceIndefinite$4,985,883,852
EDGAR ↗Nov 9, 2021ZALICO VL Series Account - 2D/AInsuranceIndefinite$6,483,722
EDGAR ↗Nov 9, 2021ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$10,984,345
EDGAR ↗Nov 8, 2021ZALICO VL Series Account - 2D/AInsuranceIndefinite$845,785,310
EDGAR ↗Nov 8, 2021ZALICO Variable Annuity Separate Account -- 2D/AInsuranceIndefinite$30,149,776
EDGAR ↗Nov 8, 2021ZALICO VARIABLE SERIES VI SEPARATE ACCOUNTD/AInsuranceIndefinite$9,472,288
EDGAR ↗Nov 8, 2021ZALICO VARIABLE SERIES III SEPARATE ACCOUNTD/AInsuranceIndefinite$2,680,664
EDGAR ↗Nov 8, 2021ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$54,127,438
EDGAR ↗Aug 9, 2021Group Variable Annuity Series I Separate AccountD/AInsuranceIndefinite$128,000,000
EDGAR ↗Aug 9, 2021VL Series Account-1D/AInsuranceIndefinite$6,307,358,626
EDGAR ↗Aug 9, 2021VL Series Account-1D/AInsuranceIndefinite$6,307,358,626
EDGAR ↗Aug 9, 2021ZALICONY HNW PPVA Series Account - 1D/AInsuranceIndefinite$62,280,983
EDGAR ↗Aug 9, 2021HNW PPVA Series Account - 1D/AInsuranceIndefinite$542,530,532
EDGAR ↗Aug 9, 2021ZALICONY HNW PPVA Series Account - 1D/AInsuranceIndefinite$62,280,983
EDGAR ↗Aug 9, 2021HNW PPVUL Series Account - 1D/AInsuranceIndefinite$418,994,005
EDGAR ↗Aug 9, 2021ZALICO Variable Series I Separate AccountD/AInsuranceIndefinite$4,985,265,459
EDGAR ↗Aug 5, 2021HNW PPVA Series Account - 1D/AInsuranceIndefinite$542,530,532
EDGAR ↗Aug 5, 2021HNW PPVUL Series Account - 1D/AInsuranceIndefinite$418,994,005
EDGAR ↗Oct 21, 2020ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$10,851,575
EDGAR ↗Oct 14, 2020ZALICO VL Series Account - 2D/AInsuranceIndefinite$833,395,310
EDGAR ↗Oct 14, 2020ZALICO Variable Annuity Separate Account -- 2D/AInsuranceIndefinite$30,149,776
EDGAR ↗Oct 14, 2020ZALICO VARIABLE SERIES VI SEPARATE ACCOUNTD/AInsuranceIndefinite$7,671,888
EDGAR ↗Oct 14, 2020ZALICO VARIABLE SERIES III SEPARATE ACCOUNTD/AInsuranceIndefinite$2,630,664
EDGAR ↗Oct 14, 2020ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$54,127,438
EDGAR ↗Jun 10, 2020VL Series Account-1D/AInsuranceIndefinite$6,045,139,733
EDGAR ↗Jun 10, 2020HNW PPVA Series Account - 1D/AInsuranceIndefinite$499,407,001
EDGAR ↗Jun 9, 2020HNW PPVUL Series Account - 1D/AInsuranceIndefinite$370,455,218
EDGAR ↗Jun 9, 2020ZALICO Variable Series I Separate AccountD/AInsuranceIndefinite$4,984,978,959
EDGAR ↗Sep 17, 2019ZALICO VL Series Account - 2D/AInsuranceIndefinite$4,283,722
EDGAR ↗Sep 17, 2019ZALICO VL Series Account - 2D/AInsuranceIndefinite$569,695,310
EDGAR ↗Sep 17, 2019ZALICO Variable Series I Separate AccountD/AInsuranceIndefinite$4,984,978,959
EDGAR ↗Sep 17, 2019ZALICO VARIABLE SERIES VI SEPARATE ACCOUNTD/AInsuranceIndefinite$7,671,888
EDGAR ↗Sep 17, 2019ZALICO Variable Annuity Separate Account -- 2D/AInsuranceIndefinite$30,149,776
EDGAR ↗Sep 17, 2019ZALICO VARIABLE SERIES III SEPARATE ACCOUNTD/AInsuranceIndefinite$2,630,664
EDGAR ↗Sep 17, 2019ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$10,698,343
EDGAR ↗Sep 17, 2019ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$54,127,438
EDGAR ↗Jun 21, 2019Group Variable Annuity Series I Separate AccountDInsuranceIndefinite$0
EDGAR ↗May 16, 2019VL Series Account-1D/AInsuranceIndefinite$5,700,002,683
EDGAR ↗May 16, 2019ZALICONY HNW PPVA Series Account - 1D/AInsuranceIndefinite$62,280,983
EDGAR ↗May 16, 2019HNW PPVA Series Account - 1D/AInsuranceIndefinite$447,940,487
EDGAR ↗May 16, 2019HNW PPVA Series Account - 1D/AInsuranceIndefinite$447,940,487
EDGAR ↗May 16, 2019HNW PPVUL Series Account - 1D/AInsuranceIndefinite$296,965,922
EDGAR ↗Oct 4, 2018ZALICO VL Series Account - 2D/AInsuranceIndefinite$478,487,600
EDGAR ↗Oct 4, 2018ZALICO VARIABLE SERIES III SEPARATE ACCOUNTD/AInsuranceIndefinite$2,621,864
EDGAR ↗Oct 2, 2018ZALICO VL Series Account - 2D/AInsuranceIndefinite$3,987,722
EDGAR ↗Oct 2, 2018ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$10,569,772
EDGAR ↗Oct 2, 2018ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$54,127,438
EDGAR ↗Jun 13, 2018ZALICO Variable Annuity Separate Account -- 2D/AInsuranceIndefinite$30,149,776
EDGAR ↗Jun 13, 2018ZALICO Variable Series I Separate AccountD/AInsuranceIndefinite$4,983,856,993
EDGAR ↗Jun 13, 2018ZALICO VARIABLE SERIES VI SEPARATE ACCOUNTD/AInsuranceIndefinite$5,671,088
EDGAR ↗Jun 12, 2018VL Series Account-1D/AInsuranceIndefinite$5,592,296,853
EDGAR ↗Jun 12, 2018ZALICONY HNW PPVA Series Account - 1D/AInsuranceIndefinite$61,280,983
EDGAR ↗Jun 12, 2018HNW PPVA Series Account - 1D/AInsuranceIndefinite$347,753,190
EDGAR ↗Jun 12, 2018HNW PPVA Series Account - 1D/AInsuranceIndefinite$347,753,190
EDGAR ↗Jun 12, 2018HNW PPVUL Series Account - 1D/AInsuranceIndefinite$244,096,608
EDGAR ↗May 21, 2018VL Series Account-1D/AInsuranceIndefinite$5,592,296,853
EDGAR ↗Nov 14, 2017ZALICO VL Series Account - 2D/AInsuranceIndefinite$3,910,722
EDGAR ↗Nov 14, 2017ZALICO VL Series Account - 2D/AInsuranceIndefinite$438,487,600
EDGAR ↗Nov 3, 2017ZALICO VL Series Account - 2D/AInsuranceIndefinite$3,910,722
EDGAR ↗Nov 2, 2017ZALICO Variable Annuity Separate Account -- 2D/AInsuranceIndefinite$30,149,776
EDGAR ↗Nov 2, 2017ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$10,503,579
EDGAR ↗Nov 2, 2017ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$53,826,437
EDGAR ↗Jul 31, 2017ZALICO Variable Series I Separate AccountD/AInsuranceIndefinite$4,982,760,945
EDGAR ↗Jul 31, 2017ZALICO VARIABLE SERIES VI SEPARATE ACCOUNTD/AInsuranceIndefinite$5,671,088
EDGAR ↗Jul 31, 2017ZALICO VARIABLE SERIES III SEPARATE ACCOUNTD/AInsuranceIndefinite$2,549,522
EDGAR ↗Apr 3, 2017HNW PPVA Series Account - 1D/AInsuranceIndefinite$299,079,152
EDGAR ↗Mar 31, 2017VL Series Account-1D/AInsuranceIndefinite$3,855,440,391
EDGAR ↗Mar 31, 2017ZALICONY HNW PPVA Series Account - 1D/AInsuranceIndefinite$59,780,983
EDGAR ↗Mar 31, 2017HNW PPVUL Series Account - 1D/AInsuranceIndefinite$183,967,154
EDGAR ↗Dec 21, 2016ZALICO VL Series Account - 2D/AInsuranceIndefinite$385,542,600
EDGAR ↗Dec 21, 2016ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$10,461,528
EDGAR ↗Dec 20, 2016ZALICO VL Series Account - 2D/AInsuranceIndefinite$385,542,600
EDGAR ↗Nov 17, 2016ZALICO VARIABLE SERIES VI SEPARATE ACCOUNTD/AInsuranceIndefinite$4,670,688
EDGAR ↗Nov 17, 2016ZALICO VARIABLE SERIES III SEPARATE ACCOUNTD/AInsuranceIndefinite$2,549,522
EDGAR ↗Sep 8, 2016ZALICO VL Series Account - 2DInsuranceIndefinite$0
EDGAR ↗Aug 18, 2016ZALICO Variable Annuity Separate Account -- 2D/AInsuranceIndefinite$30,149,776
EDGAR ↗Aug 18, 2016ZALICO Variable Series I Separate AccountD/AInsuranceIndefinite$8,838,201,336
EDGAR ↗Aug 18, 2016ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$52,611,641
EDGAR ↗Mar 14, 2016VL Series Account-1D/AInsuranceIndefinite$3,855,440,391
EDGAR ↗Mar 14, 2016HNW PPVUL Series Account - 1D/AInsuranceIndefinite$106,213,955
EDGAR ↗Mar 14, 2016ZALICONY HNW PPVA Series Account - 1D/AInsuranceIndefinite$31,760,851
EDGAR ↗Mar 14, 2016HNW PPVA Series Account - 1D/AInsuranceIndefinite$212,466,829
EDGAR ↗Dec 22, 2015ZALICO VL Series Account - 2D/AInsuranceIndefinite$319,042,600
EDGAR ↗Feb 24, 2015VL Series Account-1DInsuranceIndefinite$0
EDGAR ↗Dec 4, 2014ZALICO VL Series Account - 2D/AInsuranceIndefinite$109,500,000
EDGAR ↗Jul 7, 2014ZALICONY HNW PPVA Series Account - 1DInsuranceIndefinite$20,000,000
EDGAR ↗May 20, 2014ZALICO Variable Annuity Separate Account -- 2D/AInsuranceIndefinite$30,149,776
EDGAR ↗May 20, 2014ZALICO Variable Series I Separate AccountD/AInsuranceIndefinite$8,835,949,589
EDGAR ↗May 20, 2014ZALICO VARIABLE SERIES VI SEPARATE ACCOUNTD/AInsuranceIndefinite$3,118,968
EDGAR ↗May 20, 2014ZALICO VARIABLE SERIES III SEPARATE ACCOUNTD/AInsuranceIndefinite$2,529,522
EDGAR ↗May 20, 2014ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$10,239,832
EDGAR ↗May 20, 2014ZALICO VARIABLE SERIES III SEPARATE ACCOUNTD/AInsuranceIndefinite$2,529,522
EDGAR ↗May 20, 2014ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$50,379,802
EDGAR ↗Apr 17, 2014HNW PPVA Series Account - 1DInsuranceIndefinite$20,000,000
EDGAR ↗Feb 27, 2014HNW PPVUL Series Account - 1D/AInsuranceIndefinite$18,424,007
EDGAR ↗Dec 20, 2013ZALICO VL Series Account - 2D/AInsuranceIndefinite$109,500,000
EDGAR ↗Apr 19, 2013ZALICO Variable Annuity Separate Account -- 2D/AInsuranceIndefinite$30,149,776
EDGAR ↗Apr 19, 2013ZALICO Variable Series I Separate AccountD/AInsuranceIndefinite$8,835,604,214
EDGAR ↗Apr 19, 2013ZALICO VARIABLE SERIES VI SEPARATE ACCOUNTD/AInsuranceIndefinite$2,343,108
EDGAR ↗Apr 19, 2013ZALICO VARIABLE SERIES III SEPARATE ACCOUNTD/AInsuranceIndefinite$2,514,522
EDGAR ↗Apr 19, 2013ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$10,194,955
EDGAR ↗Apr 19, 2013ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$49,575,799
EDGAR ↗Feb 7, 2013HNW PPVUL Series Account - 1D/AInsuranceIndefinite$6,474,133
EDGAR ↗Nov 29, 2012ZALICO VL Series Account - 2D/AInsuranceIndefinite$109,500,000
EDGAR ↗May 30, 2012ZALICO Variable Annuity Separate Account -- 2D/AInsuranceIndefinite$30,149,776
EDGAR ↗May 23, 2012ZALICO Variable Series I Separate AccountD/AInsuranceIndefinite$8,834,512,293
EDGAR ↗May 23, 2012ZALICO VARIABLE SERIES VI SEPARATE ACCOUNTD/AInsuranceIndefinite$2,143,108
EDGAR ↗May 23, 2012ZALICO VARIABLE SERIES III SEPARATE ACCOUNTD/AInsuranceIndefinite$2,507,522
EDGAR ↗May 23, 2012ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$48,892,951
EDGAR ↗May 23, 2012ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$10,184,355
EDGAR ↗Feb 6, 2012HNW PPVUL Series Account - 1DInsuranceIndefinite$0
EDGAR ↗Jul 27, 2011ZALICO VL Series Account - 2DInsuranceIndefinite$75,000,000
EDGAR ↗Feb 16, 2011ZALICO Variable Annuity Separate Account -- 2DInsuranceIndefinite$30,149,776
EDGAR ↗Feb 16, 2011ZALICO VARIABLE SERIES VI SEPARATE ACCOUNTD/AInsuranceIndefinite$2,143,108
EDGAR ↗Feb 16, 2011ZALICO VARIABLE SERIES III SEPARATE ACCOUNTD/AInsuranceIndefinite$2,507,522
EDGAR ↗Feb 16, 2011ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$48,235,129
EDGAR ↗Feb 16, 2011ZALICO VARIABLE SERIES II SEPARATE ACCOUNTD/AInsuranceIndefinite$10,184,355
EDGAR ↗Feb 16, 2011ZALICO Variable Series I Separate AccountD/AInsuranceIndefinite$8,833,875,116
EDGAR ↗Mar 23, 2010ZALICO Variable Series I Separate AccountDOtherIndefinite$8,833,437,620
EDGAR ↗Mar 23, 2010ZALICO VARIABLE SERIES II SEPARATE ACCOUNTDOtherIndefinite$10,184,355
EDGAR ↗Mar 22, 2010ZALICO VARIABLE SERIES II SEPARATE ACCOUNTDOtherIndefinite$47,756,985
EDGAR ↗Mar 19, 2010ZALICO VARIABLE SERIES VI SEPARATE ACCOUNTDOtherIndefinite$2,143,108
EDGAR ↗Mar 19, 2010ZALICO VARIABLE SERIES III SEPARATE ACCOUNTDOtherIndefinite$2,497,522

Activity: 3 new offerings 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 Dec 1, 2025. Industry history, as reported on each offering's latest filing: All 15 offerings reported: Insurance (2010–2025).

People across the group

NameRolesIssuers hereFirst → last listed
Susan HarvishExecutive Officer11Jun 28, 2022 → Dec 1, 2025
Stefan DunajewskiExecutive Officer11Aug 5, 2021 → Dec 1, 2025
Michael RohwetterExecutive Officer11Feb 16, 2011 → Dec 1, 2025
Farah RehmanExecutive Officer11Oct 2, 2018 → Dec 1, 2025
Prithpal RupraiExecutive Officer11Sep 8, 2022 → Dec 1, 2025
Eoin McNamaraExecutive Officer11Sep 17, 2019 → Dec 1, 2025
David FikeExecutive Officer, Director11Aug 5, 2021 → May 21, 2025
Girish RaoExecutive Officer11Jun 28, 2022 → May 3, 2024
Dave DampmanExecutive Officer, Director11Jul 7, 2014 → Apr 19, 2024
David DampmanExecutive Officer, Director11Feb 7, 2013 → Mar 29, 2024
Richard HauserExecutive Officer, Director11Mar 19, 2010 → Oct 24, 2022
Eileen EhlersExecutive Officer11Feb 27, 2014 → Oct 24, 2022
Debra BroekDirector, Executive Officer11Feb 24, 2015 → Oct 24, 2022
Peter HirsDirector11Jun 9, 2020 → Oct 24, 2022
Bob DanielExecutive Officer11Oct 14, 2020 → Oct 24, 2022
Rita FalcoExecutive Officer11Aug 5, 2021 → Oct 24, 2022
Art SandersExecutive Officer11Jun 28, 2022 → Oct 24, 2022
Oscar TengtioExecutive Officer11Aug 5, 2021 → Jul 8, 2022
Cathy EhrlichExecutive Officer11Feb 16, 2011 → Nov 9, 2021
Ira KleinmanDirector11Feb 27, 2014 → Nov 9, 2021
Juanita ThomasExecutive Officer11Dec 20, 2013 → Nov 9, 2021
Louis PietroluongoDirector11Feb 27, 2014 → Nov 9, 2021
Novian JunusExecutive Officer11Sep 17, 2019 → Nov 9, 2021
David DietzExecutive Officer, Director11Feb 16, 2011 → Aug 9, 2021
Audrey MartinExecutive Officer, Director11Jul 7, 2014 → Aug 9, 2021
Feng ZhaoDirector, Executive Officer11Oct 2, 2018 → Aug 9, 2021
Patrick CartyExecutive Officer11Jul 27, 2011 → Oct 21, 2020
Vinay AwatiExecutive Officer11May 16, 2019 → Oct 21, 2020
Colleen ZittExecutive Officer, Director11Nov 2, 2017 → Sep 17, 2019
Laura LazarczykExecutive Officer, Director10Aug 5, 2021 → Dec 1, 2025
Christopher HowardExecutive Officer10Jun 28, 2022 → May 3, 2024
Richard KearnsDirector10Jun 28, 2022 → Oct 24, 2022
Adam PageExecutive Officer10Jun 12, 2018 → Sep 22, 2022
Jane LarsonExecutive Officer10Sep 17, 2019 → Nov 9, 2021
Stuart BermanDirector10Apr 19, 2013 → Sep 17, 2019
John MiskelExecutive Officer10Dec 22, 2015 → Sep 17, 2019
Richard GrilliExecutive Officer10Feb 16, 2011 → Oct 4, 2018
Mark HargroveExecutive Officer10Mar 31, 2017 → Oct 4, 2018
Simon LodgeExecutive Officer, Director10Feb 16, 2011 → Jun 13, 2018
Dennis RobertsExecutive Officer10May 23, 2012 → Jun 13, 2018
Margaret LabnoExecutive Officer10Feb 7, 2013 → Jul 31, 2017
John PattonExecutive Officer10Feb 27, 2014 → Jul 31, 2017
Dawn Cummings-FritzDirector, Executive Officer10Jul 27, 2011 → Apr 3, 2017
Cathy HallExecutive Officer10May 23, 2012 → Mar 31, 2017
Elizabeth McInerneyExecutive Officer, Director10May 23, 2012 → Dec 21, 2016
Ryan GibbonsExecutive Officer10Mar 19, 2010 → Nov 17, 2016
Jeffrey HortonExecutive Officer10Mar 19, 2010 → Nov 17, 2016
Lisa BaltazarExecutive Officer10Dec 20, 2013 → Nov 17, 2016
Jon NagelExecutive Officer10Dec 20, 2013 → Nov 17, 2016
Eric ChandlerExecutive Officer10Feb 27, 2014 → Nov 17, 2016
Matt WolfExecutive Officer10Feb 27, 2014 → Nov 17, 2016
Judith HendersonExecutive Officer10Dec 22, 2015 → Nov 17, 2016
Stacy PatacsilExecutive Officer9Jun 28, 2022 → Dec 1, 2025
James BrackenExecutive Officer, Director9May 21, 2025 → Dec 1, 2025
Laura LazarcykDirector, Executive Officer9Jun 9, 2020 → May 21, 2025
Mary DeningExecutive Officer9Feb 27, 2014 → Oct 24, 2022
Angela YochemDirector, Executive Officer9Jun 28, 2022 → Oct 24, 2022
Paul NoftkeDirector9Feb 7, 2013 → Jun 12, 2018
Scott BeemanDirector, Executive Officer9Mar 31, 2017 → Jun 12, 2018
Kenneth CarrollDirector9Feb 27, 2014 → Mar 14, 2016

Adviser registration (Form ADV)

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.

Meta advertising

Meta advertising Meta Pixel and page links found on the sponsor's own site; ads from Meta's Ad Library where the API returns them

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.

Other offering types (Regulation A and Regulation Crowdfunding)

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.

Export this report as PDF (members · included free during the launch period) · Premium

Request diligence pack (Premium) PartnerFacts asks the sponsor for the standard information pack and delivers it to you labelled "provided by the sponsor".

Change history

No corrections have been requested for this page.

Request a correction

Free. Covers the grouping itself or any record shown here. Logged with status: received → under review → fixed / confirmed with source.

Sponsor response

Add a sourced explanation next to any fact. Reviewed before publishing.

Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.