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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 23, 2026, 11:58 PM ET

Sponsor Check › Person

Robert Morris

Related person on Form D filings · address state as listed: CA · listed Aug 14, 2009 → May 19, 2015

2issuers
8Form D filings
2009–2015years listed

Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:57 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, 11:57 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.

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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, 11:57 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

1 of 3 offerings reports sales commissions totalling $850,000; 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 ↗May 19, 2015 D
File 021-240213
$0$0$0None listed on this filing
EDGAR ↗Oct 4, 2013 D
File 021-203991
$0$0$0None listed on this filing
EDGAR ↗Feb 1, 2011 D/A
File 021-91928
$850,000 (est.)$0$0Waveland Capital Partners LLC BrokerCheck CRD 40054 ↗
via Waveland Capital Partner LLC (CRD 40054 ↗)

Eagle One Investments LLC BrokerCheck CRD 45254 ↗
via Eagle One Investments LLC (CRD 45254 ↗)

Kalos Capital Inc. BrokerCheck CRD 44337 ↗
via Kalos Capital Inc. (CRD 44337 ↗)

VSR Financial Services Inc. BrokerCheck CRD 14503 ↗
via VSR Financial Services Inc. (CRD 14503 ↗)

MCL Financial Group, Inc. BrokerCheck CRD 41180 ↗
via MCL Financial Group, Inc. (CRD 41180 ↗)

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 ↗TerrAvion, Inc.Executive Officer, DirectorMay 19, 2015DIndefinite
similar: $500,000–$5,000,000
$3,105,00020
similar: 2–15
No minimum reported
similar: $6,225–$50,000
EDGAR ↗TerrAvion, Inc.Executive Officer
Manager
Oct 4, 2013D$500,000
similar: $500,000–$5,000,000
$475,0006
similar: 2–15
No minimum reported
similar: $6,225–$50,000
EDGAR ↗Vesta Medical LLC d/b/a VestaraDirectorFeb 1, 2011D/A$10,000,000
similar: $829,831–$9,999,998
$6,225,932139
similar: 2–15
$10,000
similar: $10,000–$54,310
EDGAR ↗Vesta Medical LLC d/b/a VestaraDirectorJun 15, 2010D/A$10,000,000
similar: $829,831–$9,999,998
$4,040,82598
similar: 2–15
$10,000
similar: $10,000–$54,310
EDGAR ↗Vesta Medical LLC d/b/a VestaraDirectorMay 5, 2010D/A$10,000,000
similar: $829,831–$9,999,998
$3,355,96081
similar: 2–15
$10,000
similar: $10,000–$54,310
EDGAR ↗Vesta Medical LLC d/b/a VestaraDirectorMar 18, 2010D/A$10,000,000
similar: $829,831–$9,999,998
$2,930,96072
similar: 2–15
$10,000
similar: $10,000–$54,310
EDGAR ↗Vesta Medical LLC d/b/a VestaraDirectorJan 6, 2010D/A$10,000,000
similar: $829,831–$9,999,998
$2,112,96054
similar: 2–15
$13,000
similar: $10,000–$54,310
EDGAR ↗Vesta Medical LLC d/b/a VestaraDirectorAug 14, 2009D$10,000,000
similar: $829,831–$9,999,998
$890,34213
similar: 2–15
$25,000
similar: $10,000–$54,310

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); Other Health Care / 506(b) (4,189 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

Not linked to this profile — a second identifier (same issuer, same sponsor group) was not found. Could be the same person or a different one.

  • ROBERT S. MORRIS — address state CT, 5 issuers, May 9, 2013 → Dec 31, 2024
  • Robert S Morris — address state PA, 2 issuers, Apr 16, 2012 → Jan 28, 2015
  • Robert Morris — address state OK, 1 issuer, Jun 12, 2025 → Sep 22, 2026
  • Robert Morris — address state UT, 1 issuer, Apr 12, 2011 → Apr 12, 2011
  • Robert Morris — address state F4, 1 issuer, Sep 29, 2011 → Sep 29, 2011
  • ROBERT MORRIS — address state NJ, 1 issuer, Apr 2, 2013 → Apr 2, 2013
  • Robert Lee Morris — address state GA, 1 issuer, Jan 23, 2014 → Jan 23, 2014
  • Robert D. Morris, Jr. — address state VA, 1 issuer, Feb 2, 2015 → Feb 2, 2015
  • Robert Morris — address state NY, 1 issuer, Aug 11, 2016 → Aug 11, 2016
  • Robert J. Morris, Jr. — address state FL, 1 issuer, Mar 2, 2021 → Mar 2, 2021
  • Robert Morris — address state AZ, 1 issuer, Jun 17, 2021 → Jun 17, 2021
  • Robert Morris — address state CO, 1 issuer, Mar 18, 2024 → Mar 18, 2024
  • Robert Morris — address state A1, 1 issuer, Sep 6, 2024 → Jun 18, 2026
  • Robert Morris — address state GA, 1 issuer, Feb 22, 2017 → Feb 22, 2017
  • Robert G Morris — address state FL, 1 issuer, Apr 21, 2026 → Apr 21, 2026

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

Listed alongside — 8 names on the same filings (0 management entities, 8 people)

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

  • Michael J Greer — 6 shared filings (1 issuer) · role as listed: Director · also listed on 27 other issuers
  • Scott R Mallett — 6 shared filings (1 issuer) · role as listed: Executive Officer
  • Alan Davidner — 6 shared filings (1 issuer) · role as listed: Director · also listed on 2 other issuers
  • William E Maya — 6 shared filings (1 issuer) · role as listed: Executive Officer · also listed on 3 other issuers
  • Arthur Bertolero — 6 shared filings (1 issuer) · role as listed: Director · also listed on 3 other issuers
  • John K Stroh — 5 shared filings (1 issuer) · role as listed: Director · also listed on 1 other issuer
  • Michael Martin — 5 shared filings (1 issuer) · role as listed: Director · also listed on 8 other issuers
  • Cornell Wright — 2 shared filings (1 issuer) · roles as listed: Executive Officer, Director

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.

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