PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:43 AM ET

Sponsor Check › Person

David McClellan

Related person on Form D filings · address states as listed: MA, TN, UT · listed Jan 25, 2011 → Dec 23, 2024

8issuers
23Form D filings
2011–2024years listed

Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:59 PM ET · SEC enforcement last checked: not yet

Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.

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 23, 2026, 11:59 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.

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 23, 2026, 11:59 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.

4. Differences between public sources

Comparisons are made for sponsors and sponsor groups, not individual people.

5. Money to insiders and sales commissions

0 of 18 offerings report sales commissions; 0 report finder's fees; 1 reports proceeds to related persons totalling $350,000. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Dec 23, 2024 D
File 021-533058
$0$0$0
The figure above excludes ordinary compensation for services.
None listed on this filing
EDGAR ↗Jul 2, 2024 D
File 021-517658
$0$0$0
The figure above excludes ordinary compensation for services.
None listed on this filing
EDGAR ↗Apr 10, 2024 D/A
File 021-509233
$0$0$0
The figure above excludes ordinary compensation for services.
None listed on this filing
EDGAR ↗Dec 21, 2023 D
File 021-500443
$0$0$0 (est.)
The figure above excludes ordinary compensation for services.
None listed on this filing
EDGAR ↗Jul 6, 2023 D
File 021-486024
$0$0$0 (est.)
The figure above excludes ordinary compensation for services.
None listed on this filing
EDGAR ↗Dec 23, 2022 D
File 021-468597
$0$0$0None listed on this filing
EDGAR ↗Apr 5, 2022 D
File 021-440474
$0$0$0 (est.)
The figure above excludes ordinary compensation for services.
None listed on this filing
EDGAR ↗Dec 14, 2020 D/A
File 021-340796
$0$0$0Lazard Freres & Co. LLC BrokerCheck CRD 2528 ↗
EDGAR ↗Jan 2, 2020 D
File 021-356976
$0$0$0 (est.)
The figure above excludes ordinary compensation for services.
None listed on this filing
EDGAR ↗Nov 9, 2017 D
File 021-298468
$0$0$350,000
The amount disclosed above will be used to repay indebtedness owed by the issuer to a related person.
None listed on this filing
EDGAR ↗Feb 23, 2016 D
File 021-257970
$0$0$0None listed on this filing
EDGAR ↗Aug 20, 2015 D
File 021-246200
$0$0$0None listed on this filing
EDGAR ↗May 13, 2015 D
File 021-239776
$0$0$0None listed on this filing
EDGAR ↗Oct 30, 2014 D
File 021-227437
$0$0$0None listed on this filing
EDGAR ↗May 12, 2014 D
File 021-217161
$0$0$0None listed on this filing
EDGAR ↗Apr 25, 2012 D/A
File 021-154312
$0$0$0None listed on this filing
EDGAR ↗Oct 14, 2011 D
File 021-167275
$0$0$0None listed on this filing
EDGAR ↗Nov 10, 2010 D
File 021-150303
$0$0$0None listed on this filing

As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Appears on these filings

SourceIssuerRoleFiledFormOfferingSoldInvestorsMin. investment
EDGAR ↗Relode, LLCDirectorDec 23, 2024D$300,000
similar: $500,000–$5,000,000
$300,0001
similar: 2–15
No minimum reported
similar: $6,225–$50,000
EDGAR ↗Relode, LLCDirectorJul 2, 2024D$500,000
similar: $500,000–$5,000,000
$01
similar: 2–15
No minimum reported
similar: $6,225–$50,000
EDGAR ↗Relode, LLCDirectorApr 10, 2024D/A$350,000
similar: $500,000–$5,000,000
$350,0002
similar: 2–15
No minimum reported
similar: $6,225–$50,000
EDGAR ↗Relode, LLCDirectorApr 1, 2024D$350,000
similar: $500,000–$5,000,000
$350,0002
similar: 2–15
No minimum reported
similar: $6,225–$50,000
EDGAR ↗Relode, LLCDirectorDec 21, 2023D$1,000,000
similar: $500,000–$5,000,000
$00
similar: 2–15
No minimum reported
similar: $6,225–$50,000
EDGAR ↗Relode, LLCDirectorJul 6, 2023D$1,000,000
similar: $500,000–$5,000,000
$1,000,0005
similar: 2–15
No minimum reported
similar: $6,225–$50,000
EDGAR ↗Heritage Group Monogram Holdings, LPExecutive Officer
Vice President of the General Partner
Dec 23, 2022D$10,100,000
similar: $155,000–$5,250,000
$10,100,00013
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Relode, LLCDirectorApr 5, 2022D$4,000,000
similar: $500,000–$5,000,000
$00
similar: 2–15
No minimum reported
similar: $6,225–$50,000
EDGAR ↗Heritage Healthcare Innovation Fund III, LPExecutive OfficerDec 14, 2020D/A$315,000,000
similar: $155,000–$5,250,000
$306,689,98554
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Heritage Healthcare Innovation Fund III, LPExecutive OfficerMay 29, 2020D/A$275,000,000
similar: $155,000–$5,250,000
$250,500,00032
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Relode, LLCDirectorJan 2, 2020D$5,000,000
similar: $500,000–$5,000,000
$5,000,0003
similar: 2–15
No minimum reported
similar: $6,225–$50,000
EDGAR ↗Heritage Healthcare Innovation Fund III, LPExecutive OfficerMay 30, 2019D$250,000,000
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Relode, LLCDirectorNov 9, 2017D$10,217,993
similar: $500,000–$5,000,000
$8,149,9032
similar: 2–15
No minimum reported
similar: $6,225–$50,000
EDGAR ↗Vivify Health, Inc.DirectorFeb 23, 2016D$14,000,000
similar: $1,100,015–$10,001,163
$10,000,0001
similar: 2–14
$1,000,000
similar: $5,000–$50,000
EDGAR ↗Aviacode, Inc.DirectorAug 20, 2015D$21,328,765
similar: $500,000–$7,000,000
$21,328,7652
similar: 2–14
No minimum reported
similar: $5,000–$50,000
EDGAR ↗HERITAGE HEALTHCARE INNOVATION FUND II, LPDirector
MANAGING DIRECTOR OF GENERAL PARTNER OF ISSUER
May 13, 2015D$200,000,000
similar: $155,000–$5,250,000
$100,000,0008
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Aviacode, Inc.DirectorOct 30, 2014D$5,000,000
similar: $500,000–$7,000,000
$5,000,0001
similar: 2–14
No minimum reported
similar: $5,000–$50,000
EDGAR ↗Vivify Health, Inc.DirectorMay 12, 2014D$3,000,000
similar: $1,100,015–$10,001,163
$3,000,0002
similar: 2–14
$1,500,000
similar: $5,000–$50,000
EDGAR ↗Heritage Healthcare Innovation Fund, LPExecutive Officer
Managing Director is the title for Mr. McClellan.
Apr 25, 2012D/A$200,000,000$157,050,00029$100,000
EDGAR ↗Heritage Healthcare Innovation Fund, LPExecutive Officer
Managing Director is the title for Mr. McClellan.
Jan 20, 2012D/A$200,000,000$131,000,00018$1,000,000
EDGAR ↗Shareable Ink CorpDirectorOct 14, 2011D$1,500,000$1,500,00019No minimum reported
EDGAR ↗Heritage Healthcare Innovation Fund, LPExecutive Officer
Managing Director is the title for Mr. McClellan.
Jan 25, 2011D$200,000,000$78,000,0007$1,000,000
EDGAR ↗Shareable Ink CorpDirectorNov 10, 2010D$4,539,593$4,539,59352No minimum reported

Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Business Services / 506(b) (965 filings); Pooled Investment Fund / 506(b) (83,801 filings); Other Technology / 506(b) (17,390 filings); 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.

Other listings under the same name

Separate person records under the same name, not combined with this page. Each line says whether it is listed on an issuer this record is also listed on (a second identifier); where it is not, it could be the same person or a different one.

  • David McClellan — address state IL, 1 issuer, Feb 4, 2015 → Aug 22, 2016 · no shared issuer found
  • David McClellan — address state GA, 1 issuer, Apr 5, 2017 → Apr 5, 2017 · no shared issuer found

Connections as of Oct 23, 2026, 5:45 PM ET

Listed alongside — 34 names on the same filings (2 management entities, 32 people)

People and management entities the issuers listed as related persons on the same Form D filings as David McClellan. Source: the EDGAR rows in the table above.

  • HHIF II GP, LLC entity — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • HHIF III GP, LLC entity — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • Jesse Bland — 12 shared filings (3 issuers) · roles as listed: Director, Executive Officer · also listed on 1 other issuer
  • J. Matthew Tant — 9 shared filings (1 issuer) · roles as listed: Executive Officer, Director, Promoter
  • Joe L. Christopher, Jr. — 9 shared filings (1 issuer) · role as listed: Executive Officer
  • Rock Morphis — 8 shared filings (4 issuers) · roles as listed: Executive Officer, Director · also listed on 8 other issuers
  • Cabot Hyde — 8 shared filings (1 issuer) · role as listed: Executive Officer
  • Peter Clare — 6 shared filings (1 issuer) · roles as listed: Executive Officer, Director · also listed on 12 other issuers
  • Teresa Creech — 5 shared filings (1 issuer) · role as listed: Director
  • Paul Wallace — 4 shared filings (2 issuers) · roles as listed: Director, Executive Officer · also listed on 1 other issuer
  • CHRISTOPHER BOOKER — 4 shared filings (1 issuer) · role as listed: Director · also listed on 9 other issuers
  • See Comments See Comments — 3 shared filings (1 issuer) · role as listed: Executive Officer
  • Douglas Hudson — 3 shared filings (1 issuer) · role as listed: Director
  • Jonathan Phillips — 2 shared filings (1 issuer) · role as listed: Director · also listed on 16 other issuers
  • Patrick Cline — 2 shared filings (1 issuer) · role as listed: Director · also listed on 1 other issuer
  • Victor Kats — 2 shared filings (1 issuer) · role as listed: Director · also listed on 2 other issuers
  • Sean Donoghue — 2 shared filings (1 issuer) · role as listed: Executive Officer
  • Charlie Schellhorn — 2 shared filings (1 issuer) · role as listed: Director
  • Vernon Huang — 2 shared filings (1 issuer) · roles as listed: Director, Executive Officer
  • Hal Andrews — 2 shared filings (1 issuer) · role as listed: Director · also listed on 2 other issuers
  • Stephen Hau — 2 shared filings (1 issuer) · roles as listed: Executive Officer, Director
  • Jan Newman — 2 shared filings (1 issuer) · role as listed: Director · also listed on 2 other issuers
  • David Jensen — 2 shared filings (1 issuer) · role as listed: Director · also listed on 2 other issuers
  • Lane Monson — 2 shared filings (1 issuer) · role as listed: Executive Officer
  • Edwin Gillen — 2 shared filings (1 issuer) · role as listed: Executive Officer · also listed on 2 other issuers
  • Eric Rock — 2 shared filings (1 issuer) · roles as listed: Executive Officer, Director · also listed on 1 other issuer
  • Steve Erickson — 2 shared filings (1 issuer) · role as listed: Executive Officer
  • William Trapnell — 2 shared filings (1 issuer) · role as listed: Director
  • Michael Ramich — 1 shared filing (1 issuer) · role as listed: Director
  • Scott Hoch — 1 shared filing (1 issuer) · role as listed: Director
  • Brent Burns — 1 shared filing (1 issuer) · role as listed: Director
  • Jon Meltzer — 1 shared filing (1 issuer) · role as listed: Director
  • Lauren Brueggen — 1 shared filing (1 issuer) · role as listed: Executive Officer · also listed on 2 other issuers
  • Graham Hunter — 1 shared filing (1 issuer) · role as listed: Executive Officer · also listed on 2 other issuers

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)

Change history

No corrections have been requested for this page.

Facts from public records only, each linked to its source. No ratings, no opinions. Request a correction · Facts policy

Request a correction

Free. Logged with status: received → under review → fixed / confirmed with source.

Add a response

If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.

Monitor this person

Members get an email when David McClellan appears on a new Form D, or when a court case or SEC action is matched to them. See plans →