PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 3:53 AM ET

Sponsor Check › Person

PL

Peter Lorimer

Named as an officer, director or promoter on SEC Form D filings · NY · Oct 8, 2021 → Oct 8, 2021

1deal (issuers)
$92Mreported sold
22investors
1Form D filing
2021year on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:51 AM ET · SEC enforcement last checked: not yet

The short version

Peter Lorimer is listed as an executive officer on 1 SEC Form D filing by 1 issuer in Oct 2021: Betterment Holdings, Inc. (New York, NY — other technology — 2021; $92M reported sold to 22 investors).

What this means One deal on file with the SEC, filed Oct 2021. 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 Donna Wells (1 shared filing), Jonathan Stein (1 shared filing), Natalie Tydeman (1 shared filing), Peter Christodoulo (1 shared filing), Phillip Riese (1 shared filing) and 3 others.

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

Public records searched: federal courts (CourtListener / RECAP), state securities regulators (AZ, CA, DE, TX, WA) — 5 court cases matching the name, 17 bankruptcy cases matching the name listed in Key records below. Not yet searched: SEC enforcement releases.

What this means 22 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

5 cases: 3 closed (disposition not in docket feed), 2 dismissed

Florez v. 577 Lorimer Street, LLC closed
District Court, E.D. New York · No. 1:24-cv-07487 · Filed Oct 26, 2024 · Closed May 6, 2025
Role of 577 Lorimer Street, LLC: Defendant · Outcome: Terminated 2025-05-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); surname only in the caption; court in the person's filing state (NY)
Lorimer v. United Collection Bureau, Inc. dismissed
District Court, N.D. Illinois · No. 1:17-cv-05684 · Filed Aug 3, 2017 · Closed Sep 20, 2017 · Nature of suit: 371 Truth in lending
Role of Lorimer: Plaintiff · Outcome: Terminated 2017-09-20 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); surname only in the caption; court in IL (not a filing state)
In Re: H Lorimer Corp v. closed
District Court, E.D. Texas · No. 6:02-mc-00030 · Filed Jul 16, 2002 · Closed Jul 16, 2002
Role of H Lorimer Corp v.: Party · Outcome: Terminated 2002-07-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); different first name (h); court in TX (not a filing state)
H LORIMER CORP v. GRINNELL CORP closed
District Court, E.D. Texas · No. · Filed Aug 30, 1999 · Closed Nov 4, 1999 · Nature of suit: 190 Other contract actions
Role of H LORIMER CORP: Plaintiff · Outcome: Terminated 1999-11-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); different first name (h); court in TX (not a filing state)
Midlantic National v. Lorimer Equipment dismissed
District Court, E.D. New York · No. 1:92-cv-05971 · Filed Dec 18, 1992 · Closed Feb 10, 1994 · Nature of suit: 190 Other contract actions
Role of Lorimer Equipment: Defendant · Outcome: Terminated 1994-02-10 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); surname only in the caption; court in the person's filing state (NY)
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, 2:51 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

17 cases: 3 open, 14 closed (disposition not in docket feed)

644 Lorimer Realty LLC open
United States Bankruptcy Court, E.D. New York · No. 1-26-42342 · Filed May 14, 2026
Role of 644 Lorimer Realty LLC: Debtor · Outcome: Pending — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); surname only in the caption; court in the person's filing state (NY)
644 Lorimer Realty LLC open
United States Bankruptcy Court, E.D. New York · No. 1-25-45462 · Filed Nov 13, 2025
Role of 644 Lorimer Realty LLC: Debtor · Outcome: Pending — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); surname only in the caption; court in the person's filing state (NY)
Patrick Lorimer Waterman closed
United States Bankruptcy Court, E.D. Michigan · No. 23-20784 · Filed Jul 10, 2023 · Closed Oct 20, 2023
Role of Patrick Lorimer Waterman: Debtor · Outcome: Case closed 2023-10-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); different first name (patrick); court in MI (not a filing state)
Andrew Lorimer,, III closed
United States Bankruptcy Court, C.D. California · No. 9:20-bk-10230 · Filed Feb 13, 2020 · Closed Jun 9, 2020
Role of Andrew Lorimer,, III: Debtor · Outcome: Case closed 2020-06-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); different first name (andrew); court in CA (not a filing state)
Meserole and Lorimer LLC open
United States Bankruptcy Court, S.D. New York · No. 19-23028 · Filed May 20, 2019
Role of Meserole and Lorimer LLC: Debtor · Outcome: Pending — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); surname only in the caption; court in the person's filing state (NY)
Michael Lorimer Edwards and Penny Lavon Edwards closed
United States Bankruptcy Court, M.D. Tennessee · No. 2:10-bk-04899 · Filed May 6, 2010 · Closed Nov 23, 2010
Role of Michael Lorimer Edwards and Penny Lavon Edwards: Debtor · Outcome: Case closed 2010-11-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); different first name (michael); court in TN (not a filing state)
Alamo Rent A Car LLC, National Car Rental Systems v. BARBARA & LORIMER WARREN closed
United States Bankruptcy Court, D. Delaware · No. 03-58028 · Filed Nov 8, 2003 · Closed Mar 12, 2004
Role of BARBARA & LORIMER WARREN: Defendant · Outcome: Case closed 2004-03-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); surname only in the caption; court in DE (not a filing state)
Solomon v. Lorimer Building Co. closed
United States Bankruptcy Court, E.D. Michigan · No. 01-04942 · Filed Oct 30, 2001 · Closed Dec 10, 2001
Role of Lorimer Building Co.: Defendant · Outcome: Case closed 2001-12-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); surname only in the caption; court in MI (not a filing state)
Stephen Lorimer Barnes and Alice Marie Barnes closed
United States Bankruptcy Court, D. Wyoming · No. 98-20465 · Filed Apr 8, 1998 · Closed Jul 9, 1999
Role of Stephen Lorimer Barnes and Alice Marie Barnes: Debtor · Outcome: Case closed 1999-07-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); different first name (stephen); court in WY (not a filing state)
John Lorimer Doyle closed
United States Bankruptcy Court, E.D. Kentucky · No. 95-21207 · Filed Oct 25, 1995 · Closed May 3, 1996
Role of John Lorimer Doyle: Debtor · Outcome: Case closed 1996-05-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); different first name (john); court in KY (not a filing state)
Lorimer v. Market Street Mortgage Corp. closed
United States Bankruptcy Court, E.D. California · No. 93-01131 · Filed Jun 30, 1993 · Closed Dec 6, 1995
Role of Lorimer: Plaintiff · Outcome: Case closed 1995-12-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); surname only in the caption; court in CA (not a filing state)
Lorimer Lance McLaughlin and Pamela Francis McLaughlin closed
United States Bankruptcy Court, D. Alaska · No. 93-00468 · Filed Jun 23, 1993 · Closed Jun 19, 2008
Role of Lorimer Lance McLaughlin and Pamela Francis McLaughlin: Debtor · Outcome: Case closed 2008-06-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); surname only in the caption; court in AK (not a filing state)
James Kenneth Lorimer and Lisa Ann Lorimer closed
United States Bankruptcy Court, E.D. California · No. 93-12131 · Filed Apr 21, 1993 · Closed Aug 12, 1996
Role of James Kenneth Lorimer and Lisa Ann Lorimer: Debtor · Outcome: Case closed 1996-08-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); different first name (kenneth); court in CA (not a filing state)
Lester Lorimer Carter and Elizabeth Mae Carter closed
United States Bankruptcy Court, M.D. Pennsylvania · No. 1:92-bk-02125 · Filed Sep 23, 1992 · Closed Aug 19, 1993
Role of Lester Lorimer Carter and Elizabeth Mae Carter: Debtor · Outcome: Case closed 1993-08-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); different first name (lester); court in PA (not a filing state)
John Lorimer Ogden and Carolyn Estella Ogden closed
United States Bankruptcy Court, W.D. Virginia · No. 91-02353 · Filed Dec 11, 1991 · Closed Apr 27, 1992
Role of John Lorimer Ogden and Carolyn Estella Ogden: Debtor · Outcome: Case closed 1992-04-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); different first name (john); court in VA (not a filing state)
Pamela Francis McLaughlin and Lorimer Lance McLaughlin closed
United States Bankruptcy Court, D. Alaska · No. 91-00895 · Filed Nov 5, 1991 · Closed May 15, 1992
Role of Pamela Francis McLaughlin and Lorimer Lance McLaughlin: Debtor · Outcome: Case closed 1992-05-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); surname only in the caption; court in AK (not a filing state)
David Lorimer Winkler closed
United States Bankruptcy Court, W.D. Pennsylvania · No. 88-20482 · Filed Feb 24, 1988 · Closed Jul 18, 1988
Role of David Lorimer Winkler: Debtor · Outcome: Case closed 1988-07-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 32 federal dockets); different first name (david); court in PA (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, 2:51 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.

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 commissionsFinder's feesTo insidersPaid to sell itSource
Oct 8, 2021 D
Betterment Holdings, Inc.
File 021-416346
$0$0$0None listed on this filingEDGAR ↗

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 Peter Lorimer on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

Other Technology

Betterment Holdings, Inc.

New York, NY · Oct 8, 2021
  • Oct 8, 2021 · D · $59,999,997 sold of $59,999,997 · 22 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $92M from 22 investors (100% of the $60M target) as of the latest filing. Peter is listed as executive officer.

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 Technology / 506(b) (17,390 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 Peter 8

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

Person

Rob Stavis

Director · 1 shared filing (1 issuer) · also on 8 other issuers

Rob Stavis is on 9 issuers in total — a repeat sponsor. Their page lists every one.

Person

Peter Christodoulo

Director · 1 shared filing (1 issuer)

Listed on the same filings as Peter Lorimer. Their page shows their other deals.

Person

Shawn Carolan

Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Peter Lorimer. Their page shows their other deals.

Person

Donna Wells

Director · 1 shared filing (1 issuer)

Listed on the same filings as Peter Lorimer. Their page shows their other deals.

Person

Natalie Tydeman

Director · 1 shared filing (1 issuer)

Listed on the same filings as Peter Lorimer. Their page shows their other deals.

Person

Phillip Riese

Director · 1 shared filing (1 issuer)

Listed on the same filings as Peter Lorimer. Their page shows their other deals.

Person

Sarah Levy

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

Listed on the same filings as Peter Lorimer. Their page shows their other deals.

Person

Jonathan Stein

Executive Officer, Director · 1 shared filing (1 issuer) · also on 8 other issuers

Jonathan Stein is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

No corrections have been requested for this page.

Every fact links to its public-record source. Plain-English notes next to a fact are our reading of that fact, not a rating. 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 Peter Lorimer appears on a new Form D, or when a court case or SEC action is matched to them. See plans →