Jon Shulkin is listed as a director on 4 SEC Form D filings by 2 issuers between Dec 2020 and May 2026: Counterpart Holdings Inc. (Covina, CA — other technology — 2022–2026; $50M reported sold to 7 investors) and Counterpart, Inc. (Walnut, CA — other technology — 2020; $9.78M reported sold to 34 investors).
What this means 2 separate companies raised money with this person listed as director, over about 6 years. Across those companies the filings report $59.8M sold in total.
Listed alongside Tanner Hackett (4 shared filings), Pablo Mendoza (2 shared filings), John Hering (1 shared filing) and Michael Sapner (1 shared filing).
What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Jon. Each name links to their own page.
All 2 issuers belong to the sponsor group Counterpart (2 issuers, $59.8M reported sold, 2020–2026).
What this means A sponsor group is one team that sets up a new company for each deal. Counterpart has 2 companies on file and $59.8M reported sold in total — the group page shows the whole track record in one place.
Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — none found.
What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.
We compared 4 public filings for Jon Shulkin and found 5 differences: Form D filed 39 days after the first sale; No amendment in the last 12 months on an offering that may still be open; and more below.
What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.