Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 3:52 AM ET

Sponsor Check › Person

Dale Morrison

Named as an officer, director or promoter on SEC Form D filings · NY · Mar 22, 2019 → Apr 16, 2020

1deal (issuers)

$2.65Mreported sold

28investors

2Form D filings

2019–2020years on file

Follow this person Look further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:43 AM ET · SEC enforcement last checked: not yet

The short version

Dale Morrison is listed as a director on 2 SEC Form D filings by 1 issuer between Mar 2019 and Apr 2020: Del Mar Holding LLC (New York, NY — industry reported as "Other" — 2019–2020; $2.65M reported sold to 28 investors).

What this means One deal on file with the SEC. A Form D is the notice a company files after it starts selling a private investment — it is a notice, not an approval.

Listed alongside ANDREAS BOYE (2 shared filings), Joel Jorgensen (2 shared filings), Leon Bergmann (2 shared filings), Nael Kassar (2 shared filings), Osman Ahmed (2 shared filings) and 7 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Dale. Each name links to their own page.

Public records searched: federal courts (CourtListener / RECAP), state securities regulators (AZ, CA, DE, TX, WA) — 1 court case matching the name, 11 bankruptcy cases matching the name listed in Key records below. Not yet searched: SEC enforcement releases.

What this means 12 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

What the community is saying

Nothing found on Reddit, BiggerPockets or community forums for high-net-worth investors (searched Oct 24, 2026) — search queued; this line updates when it has run.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

1 case: 1 judgment

MORRISON, DALE E v. SHALALA, DONNA judgment

District Court, S.D. Indiana · No. 1:93-cv-00831 · Filed Jun 28, 1993 · Closed Dec 12, 1994 · Nature of suit: 863 D.I.W.C. / D.I.W.W.

Role of MORRISON, DALE E: Plaintiff · Outcome: Terminated 1994-12-12 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗

same full name (a name found in 24 federal dockets); court in IN (not a filing state)

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 2:43 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

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

Not yet searched

What was searched

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.

No SEC search has run yet for this person.

3. Bankruptcies

11 cases: 11 closed (disposition not in docket feed)

Dale Morrison closed

United States Bankruptcy Court, W.D. Arkansas · No. 5:20-bk-70308 · Filed Feb 4, 2020 · Closed Jul 31, 2020

Role of Dale Morrison: Debtor · Outcome: Case closed 2020-07-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 24 federal dockets); court in AR (not a filing state)

Dale M. Morrison and Jody Baudenist Morrison closed

United States Bankruptcy Court, E.D. Kentucky · No. 17-21456 · Filed Nov 7, 2017 · Closed Dec 12, 2018

Role of Dale M. Morrison and Jody Baudenist Morrison: Debtor · Outcome: Case closed 2018-12-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 24 federal dockets); court in KY (not a filing state)

DALE T MORRISON and ANNA M MORRISON closed

United States Bankruptcy Court, D. Nevada · No. 12-19772 · Filed Aug 22, 2012 · Closed Mar 11, 2013

Role of DALE T MORRISON and ANNA M MORRISON: Debtor · Outcome: Case closed 2013-03-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 24 federal dockets); court in NV (not a filing state)

Dale R. Morrison closed

United States Bankruptcy Court, W.D. Pennsylvania · No. 09-25634 · Filed Jul 31, 2009 · Closed Nov 26, 2014

Role of Dale R. Morrison: Debtor · Outcome: Case closed 2014-11-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 24 federal dockets); court in PA (not a filing state)

DALE S MORRISON closed

United States Bankruptcy Court, M.D. Tennessee · No. 1:04-bk-10836 · Filed Sep 7, 2004 · Closed Jan 3, 2005

Role of DALE S MORRISON: Debtor · Outcome: Case closed 2005-01-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 24 federal dockets); court in TN (not a filing state)

Dale Morrison closed

United States Bankruptcy Court, M.D. Florida · No. 8:01-bk-01304 · Filed Jan 26, 2001 · Closed May 22, 2001

Role of Dale Morrison: Debtor · Outcome: Case closed 2001-05-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 24 federal dockets); court in FL (not a filing state)

Dale S. Morrison and Annette Morrison closed

United States Bankruptcy Court, D. Utah · No. 00-30539 · Filed Sep 18, 2000 · Closed May 3, 2002

Role of Dale S. Morrison and Annette Morrison: Debtor · Outcome: Case closed 2002-05-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 24 federal dockets); court in UT (not a filing state)

Dale E Morrison closed

United States Bankruptcy Court, S.D. Ohio · No. 3:94-bk-32993 · Filed Sep 7, 1994 · Closed Aug 13, 1999

Role of Dale E Morrison: Debtor · Outcome: Case closed 1999-08-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 24 federal dockets); court in OH (not a filing state)

Dale L. Morrison and Pamela L. Morrison closed

United States Bankruptcy Court, W.D. Michigan · No. 91-81183 · Filed Feb 28, 1991 · Closed Jul 28, 1997

Role of Dale L. Morrison and Pamela L. Morrison: Debtor · Outcome: Case closed 1997-07-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 24 federal dockets); court in MI (not a filing state)

DALE H. MORRISON closed

United States Bankruptcy Court, N.D. Alabama · No. 90-03002 · Filed Mar 13, 1990 · Closed Jul 2, 1990

Role of DALE H. MORRISON: Debtor · Outcome: Case closed 1990-07-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 24 federal dockets); court in AL (not a filing state)

Dale W Morrison and Teresa F Morrison closed

United States Bankruptcy Court, N.D. Illinois · No. 85-08481 · Filed Jul 5, 1985 · Closed Apr 30, 1987

Role of Dale W Morrison and Teresa F Morrison: Debtor · Outcome: Case closed 1987-04-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 24 federal dockets); court in IL (not a filing state)

What was 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, 2:43 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

4. Differences between public sources

Not made for individual people — comparisons cover issuers and sponsor groups

5. Money to insiders

None reported on 1 offering — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail

Offering (latest filing)	Sales commissions	Finder's fees	To insiders	Paid to sell it	Source
Apr 16, 2020 D/A Del Mar Holding LLC File 021-302603	$0	$0	$0	None listed on this filing	EDGAR ↗

Counts come from Form D Items 12–15 on the filings in our index (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 every filing this person is listed on (latest filing per offering, per issuer).

Deals 1

Every issuer that named Dale Morrison on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

Other

Del Mar Holding LLC

New York, NY · Mar 22, 2019 → Apr 16, 2020 · 2 filings

Apr 16, 2020 · D/A · $2,650,000 sold of Indefinite · 28 investors · min. No minimum reported · role: Director EDGAR ↗
Mar 22, 2019 · D/A · $1,775,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $2.65M from 28 investors as of the latest filing. Dale is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 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.

People around Dale 12

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

Person

Osman Ahmed

Director · 2 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Dale Morrison. Their page shows their other deals.

Person

Scot French

Executive Officer, Director · 2 shared filings (1 issuer) · also on 10 other issuers

Scot French is on 11 issuers in total — a repeat sponsor. Their page lists every one.

Person

Nael Kassar

Director · 2 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Dale Morrison. Their page shows their other deals.

Person

ANDREAS BOYE

Executive Officer · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Dale Morrison. Their page shows their other deals.

Person

Sanjay Morey

Executive Officer, Director · 2 shared filings (1 issuer)

Listed on the same filings as Dale Morrison. Their page shows their other deals.

Person

SHANT BABIKIAN

Executive Officer, Director · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Dale Morrison. Their page shows their other deals.

Person

Joel Jorgensen

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Dale Morrison. Their page shows their other deals.

Person

Leon Bergmann

Executive Officer, Director · 2 shared filings (1 issuer)

Listed on the same filings as Dale Morrison. Their page shows their other deals.

Person

Kevin Leavy

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Dale Morrison. Their page shows their other deals.

Person

Earl Ishbia

Director · 1 shared filing (1 issuer)

Listed on the same filings as Dale Morrison. Their page shows their other deals.

Person

Jason Ishbia

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Dale Morrison. Their page shows their other deals.

Person

Sara Gangel

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Dale Morrison. Their page shows their other deals.

Registrations and other filings

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.

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.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (New York, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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Dale Morrison

The short version

What the community is saying

Key records

1. Lawsuits

2. Regulatory actions

3. Bankruptcies

4. Differences between public sources

5. Money to insiders

Deals 1

People around Dale 12

Registrations and other filings

Adviser registration (Form ADV)

Other offering types (Regulation A and Regulation Crowdfunding)

Look further

Social and web

Courts

Securities regulators

Business registries

Change history

Request a correction

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Monitor this person