Sponsor Check › Person
Related person on Form D filings · address states as listed: MD, DC, VA, FL · listed Jun 19, 2009 → May 16, 2023
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:56 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.
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
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, 11:56 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.
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.
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, 11:56 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.
Comparisons are made for sponsors and sponsor groups, not individual people.
8 of 40 offerings report sales commissions totalling $50,000; 0 report finder's fees; 2 report proceeds to related persons totalling $4,621,072. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | May 5, 2025 D File 021-545250 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 2, 2024 D File 021-512251 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 24, 2023 D/A File 021-483821 | $0 | $0 | $105,000 (est.) Estimate of first annual asset management fee. | None listed on this filing |
| EDGAR ↗ | May 16, 2023 D File 021-481864 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 13, 2022 D File 021-461616 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 13, 2022 D File 021-445672 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 10, 2021 D File 021-398851 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 22, 2021 D File 021-392997 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 13, 2020 D File 021-366869 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 16, 2019 D File 021-339806 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 7, 2019 D File 021-329755 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | May 18, 2018 D File 021-312776 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 27, 2018 D File 021-311196 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 16, 2018 D/A File 021-253070 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 16, 2018 D File 021-305894 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 11, 2017 D File 021-292678 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 1, 2017 D File 021-291904 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 1, 2017 D File 021-291906 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 1, 2017 D File 021-291908 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 21, 2016 D File 021-255633 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis Johnson BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Nov 25, 2015 D/A File 021-251825 | $6,250 (est.) | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis Johnson BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jul 13, 2015 D/A File 021-222721 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 2, 2015 D File 021-233246 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis Beck BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Nov 25, 2014 D File 021-229031 | $6,250 (est.) | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis Beck BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Sep 10, 2014 D/A File 021-214610 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 10, 2014 D/A File 021-214612 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 24, 2014 D/A File 021-214608 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 31, 2014 D File 021-214611 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 22, 2011 D File 021-170555 | $6,250 (est.) | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis J. Beck BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick J. Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Oct 31, 2011 D/A File 021-164003 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 31, 2011 D/A File 021-164005 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 31, 2011 D/A File 021-164006 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 31, 2011 D/A File 021-164007 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 28, 2010 D File 021-152564 | $6,250 (est.) | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis Beck BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | May 10, 2010 D/A File 021-124740 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 10, 2010 D/A File 021-124742 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 11, 2009 D File 021-136836 | $6,250 (est.) | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities (CRD 113794 ↗) Phyllis Beck BrokerCheck CRD 1020488 ↗ via H & L Equities (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities (CRD 113794 ↗) |
| EDGAR ↗ | Nov 5, 2009 D/A File 021-125338 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 5, 2009 D/A File 021-124743 | $0 | $0 | $4,516,072 (est.) Issuer pays Fund VII Manager (the Managing Member) a management fee equal to 1.5% per annum of Issuer''s capital commitments. The amount reflected is the accrued fee to date of this filing. | None listed on this filing |
| EDGAR ↗ | Nov 5, 2009 D/A File 021-124741 | $0 | $0 | $0 | None 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).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | JBG SMITH Properties group: Jbg | Director Chairman of Board of Trustees | May 5, 2025 | D | $1,753,633 similar: $125,000–$125,000 | $1,753,633 | 9 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | JBG SMITH Properties group: Jbg | Director Chairman of Board of Trustees | May 2, 2024 | D | $1,753,750 similar: $125,000–$125,000 | $1,753,750 | 9 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | Gordon Road Capital LP Investor QOF LLC | Executive Officer Manager of Stewart Holdings II, LLC. | Aug 24, 2023 | D/A | $7,000,000 similar: $3,160,078–$25,000,000 | $7,000,000 | 112 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | Gordon Road Capital LP Investor QOF LLC | Executive Officer Manager of Stewart Holdings II, LLC. | Jun 9, 2023 | D | $15,000,000 similar: $3,160,078–$25,000,000 | $5,740,000 | 87 similar: 4–53 | $35,000 similar: $25,000–$100,000 |
| EDGAR ↗ | JBG SMITH Properties group: Jbg | Director Chairman of Board of Trustees | May 16, 2023 | D | $1,757,410 similar: $125,000–$125,000 | $1,757,410 | 10 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | CONTEGRIA FUND III, L.L.C. group: Jbg | Executive Officer MANAGING MEMBER OF MANAGER | Oct 13, 2022 | D | $45,000,000 similar: $155,000–$5,250,000 | $27,650,000 | 42 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | JBG SMITH Properties group: Jbg | Director Chairman of Board of Trustees | May 13, 2022 | D | $1,987,256 similar: $125,000–$125,000 | $1,987,256 | 10 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | JBG SMITH Properties group: Jbg | Director Vice Chairman of Board of Trustees | May 10, 2021 | D | $1,889,207 similar: $125,000–$125,000 | $1,889,207 | 11 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | Contegria Fund II, L.L.C. group: Jbg | Executive Officer | Mar 22, 2021 | D | $36,000,000 similar: $155,000–$5,250,000 | $18,000,000 | 4 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | JBG SMITH Properties group: Jbg | Director Executive Vice Chairman of Board of Trustees | May 13, 2020 | D | $1,550,000 similar: $125,000–$125,000 | $1,550,000 | 11 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | JBG SMITH Properties group: Jbg | Director Executive Vice Chairman of Board of Trustees | May 16, 2019 | D | $2,110,000 similar: $125,000–$125,000 | $2,110,000 | 14 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | Central Place REIT, L.L.C. group: Jbg | Director | Jan 7, 2019 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | JBG SMITH Properties group: Jbg | Executive Officer Executive Vice Chairman of Board of Trustees | May 18, 2018 | D | $1,602,020 similar: $125,000–$125,000 | $1,602,020 | 14 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | Contegria Fund I, L.L.C. group: Jbg | Executive Officer | Apr 27, 2018 | D | $25,000,000 similar: $155,000–$5,250,000 | $7,125,000 | 22 similar: 4–27 | $25,000 similar: $1,000–$100,000 |
| EDGAR ↗ | HOMESNAP, INC. group: Homesnap | Director | Feb 16, 2018 | D | $15,000,000 similar: $1,675,000–$12,980,153 | $14,002,385 | 4 similar: 5–37 | No minimum reported similar: $25,000–$86,942 |
| EDGAR ↗ | HOMESNAP, INC. group: Homesnap | Director | Feb 16, 2018 | D/A | $7,000,000 similar: $1,675,000–$12,980,153 | $7,000,000 | 19 similar: 5–37 | No minimum reported similar: $25,000–$86,942 |
| EDGAR ↗ | JBG SMITH Properties LP group: Jbg | Executive Officer Position checked is with the parent. | Aug 11, 2017 | D | $0 similar: $125,000–$125,000 | $0 | 70 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | JBG SMITH Properties LP group: Jbg | Executive Officer Position checked is with the parent. | Aug 1, 2017 | D | $18,250,000 similar: $125,000–$125,000 | $18,250,000 | 74 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | JBG SMITH Properties LP group: Jbg | Executive Officer Position checked is with the parent. | Aug 1, 2017 | D | $522,616,643 similar: $125,000–$125,000 | $522,616,643 | 476 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | JBG SMITH Properties group: Jbg | Executive Officer Executive Vice Chairman of Board of Trustees | Aug 1, 2017 | D | $771,102,566 similar: $125,000–$125,000 | $771,102,566 | 65 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | HOMESNAP, INC. group: Homesnap | Director | Apr 20, 2016 | D/A | $2,999,998 similar: $1,675,000–$12,980,153 | $2,999,998 | 18 similar: 5–37 | No minimum reported similar: $25,000–$86,942 |
| EDGAR ↗ | JBG/Atlantic REIT, L.L.C. group: Jbg | Executive Officer, Director | Jan 21, 2016 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | HOMESNAP, INC. group: Homesnap | Director | Dec 15, 2015 | D | $1,999,998 similar: $1,675,000–$12,980,153 | $1,634,953 | 4 similar: 5–37 | No minimum reported similar: $25,000–$86,942 |
| EDGAR ↗ | 151 Q Street REIT, LLC group: Jbg | Executive Officer, Director Managing Member of General Partner of Sole Common Unitholder of Issuer | Nov 25, 2015 | D/A | $125,000 similar: $125,000–$125,000 | $73,000 | 73 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | 151 Q Street REIT, LLC group: Jbg | Executive Officer, Director Managing Member of General Partner of Sole Common Unitholder of Issuer | Nov 24, 2015 | D | $125,000 similar: $125,000–$125,000 | $73,000 | 73 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | HOMESNAP, INC. group: Homesnap | Director | Jul 13, 2015 | D/A | $5,750,000 similar: $1,675,000–$12,980,153 | $5,600,000 | 9 similar: 5–37 | No minimum reported similar: $25,000–$86,942 |
| EDGAR ↗ | JBG/Foundry Office REIT, L.L.C. group: Jbg | Executive Officer Managing Member of general partner of sole common unitholder of Issuer | Feb 2, 2015 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | JBG/Fund IX Trust group: Jbg | Executive Officer, Director Trustee, Executive Vice President and Secretary of the Issuer | Nov 25, 2014 | D | $125,000 similar: $125,000–$125,000 | $123,000 | 123 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | HOMESNAP, INC. group: Homesnap | Director | Nov 24, 2014 | D/A | $4,250,000 similar: $1,675,000–$12,980,153 | $3,250,000 | 4 similar: 5–37 | No minimum reported similar: $25,000–$86,942 |
| EDGAR ↗ | JBG/Fund IX Family, L.L.C. group: Jbg | Executive Officer Managing Member of JBG/Company Manager IV, L.L.C., Issuer's Managing Member | Sep 10, 2014 | D/A | $7,715,000 similar: $2,250,000–$16,950,000 | $7,715,000 | 30 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | JBG/Fund IX Qualified Investor, L.L.C. group: Jbg | Executive Officer Managing Member of JBG/Company Manager IV, L.L.C., Issuer's Managing Member | Sep 10, 2014 | D/A | $49,585,000 similar: $2,250,000–$16,950,000 | $49,585,000 | 44 similar: 5–32 | $200,000 similar: $15,000–$100,000 |
| EDGAR ↗ | HOMESNAP, INC. group: Homesnap | Director | Aug 12, 2014 | D | $4,000,000 similar: $1,675,000–$12,980,153 | $3,250,000 | 4 similar: 5–37 | No minimum reported similar: $25,000–$86,942 |
| EDGAR ↗ | JBG/Fund IX Qualified Investor, L.L.C. group: Jbg | Executive Officer Managing Member of JBG/Company Manager IV, L.L.C., Issuer's Managing Member | Jun 24, 2014 | D/A | $41,585,000 similar: $2,250,000–$16,950,000 | $41,585,000 | 40 similar: 5–32 | $200,000 similar: $15,000–$100,000 |
| EDGAR ↗ | JBG/Fund IX Investor, L.L.C. group: Jbg | Executive Officer Managing Member of JBG/Company Manager IV, L.L.C., Issuer's Managing Member | Jun 24, 2014 | D/A | $3,030,000 similar: $2,250,000–$16,950,000 | $3,030,000 | 3 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | JBG/Fund IX Family, L.L.C. group: Jbg | Executive Officer Managing Member of JBG/Company Manager IV, L.L.C., Issuer's Managing Member | Apr 25, 2014 | D/A | $6,565,000 similar: $2,250,000–$16,950,000 | $6,565,000 | 25 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | JBG/Fund IX Investor, L.L.C. group: Jbg | Executive Officer Managing Member of JBG/Company Manager IV, L.L.C., Issuer's Managing Member | Apr 25, 2014 | D/A | $2,330,000 similar: $2,250,000–$16,950,000 | $2,330,000 | 3 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | JBG/Fund IX Qualified Investor, L.L.C. group: Jbg | Executive Officer Managing Member of JBG/Company Manager IV, L.L.C., Issuer's Managing Member | Mar 31, 2014 | D | $35,385,000 similar: $2,250,000–$16,950,000 | $35,385,000 | 36 similar: 5–32 | $200,000 similar: $15,000–$100,000 |
| EDGAR ↗ | JBG Investment Fund IX, L.L.C. group: Jbg | Executive Officer Managing Member of JBG/Fund IX Manager, L.L.C., Issuer's Managing Member | Mar 31, 2014 | D | $750,000,000 similar: $2,250,000–$16,950,000 | $370,905,000 | 16 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | JBG/Fund IX Family, L.L.C. group: Jbg | Executive Officer Managing Member of JBG/Company Manager IV, L.L.C., Issuer's Managing Member | Mar 31, 2014 | D | $5,465,000 similar: $2,250,000–$16,950,000 | $5,465,000 | 21 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | JBG/Fund IX Investor, L.L.C. group: Jbg | Executive Officer Managing Member of JBG/Company Manager IV, L.L.C., Issuer's Managing Member | Mar 31, 2014 | D | $1,430,000 similar: $2,250,000–$16,950,000 | $1,430,000 | 2 similar: 5–32 | $430,000 similar: $15,000–$100,000 |
| EDGAR ↗ | JBG/Fund VIII Trust group: Jbg | Executive Officer, Director Trustee of the Issuer | Dec 22, 2011 | D | $125,000 similar: $125,000–$125,000 | $124,000 | 124 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | JBG/Fund VIII Family, L.L.C. group: Jbg | Executive Officer Managing Member | Oct 31, 2011 | D/A | $825,000,000 similar: $2,250,000–$16,950,000 | $4,130,000 | 33 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | JBG/Fund VIII Investor, L.L.C. group: Jbg | Executive Officer Managing Member of Company Manager IV | Oct 31, 2011 | D/A | $825,000,000 similar: $2,250,000–$16,950,000 | $5,200,000 | 4 similar: 5–32 | $250,000 similar: $15,000–$100,000 |
| EDGAR ↗ | JBG Investment Fund VIII, L.L.C. group: Jbg | Executive Officer Managing Member of Fund VIII Manager | Oct 31, 2011 | D/A | $825,000,000 similar: $2,250,000–$16,950,000 | $752,545,000 | 34 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | JBG/Fund VIII Qualified Investor, L.L.C. group: Jbg | Executive Officer Managing Member of Company Manager IV | Oct 31, 2011 | D/A | $825,000,000 | $42,200,000 | 48 | $150,000 |
| EDGAR ↗ | JBG Investment Fund VIII, L.L.C. group: Jbg | Executive Officer Managing Member of Fund VIII Manager | Aug 5, 2011 | D | $825,000,000 | $382,425,000 | 19 | $500,000 |
| EDGAR ↗ | JBG/Fund VIII Family, L.L.C. group: Jbg | Executive Officer Managing Member | Aug 5, 2011 | D | $2,945,000 | $2,945,000 | 16 | No minimum reported |
| EDGAR ↗ | JBG/Fund VIII Investor, L.L.C. group: Jbg | Executive Officer Managing Member of Company Manager IV | Aug 5, 2011 | D | $3,250,000 | $3,250,000 | 3 | $250,000 |
| EDGAR ↗ | JBG/Fund VIII Qualified Investor, L.L.C. group: Jbg | Executive Officer Managing Member of Company Manager IV | Aug 5, 2011 | D | $25,825,000 | $25,825,000 | 32 | $150,000 |
| EDGAR ↗ | JBG/Fund VII Trust group: Jbg | Executive Officer, Director | Dec 28, 2010 | D | $125,000 similar: $125,000–$125,000 | $115,000 | 115 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | JBG/Fund VII Qualified Investor LLC group: Jbg | Executive Officer Managing Member of Company Manager III | May 10, 2010 | D/A | $79,950,000 | $79,950,000 | 109 | No minimum reported |
| EDGAR ↗ | JBG/Fund VII Investor LLC group: Jbg | Executive Officer Managing Member of Company Manager III | May 10, 2010 | D/A | $4,975,000 | $4,975,000 | 18 | $1,000,000 |
| EDGAR ↗ | JBG/Techworld Trust group: Jbg | Executive Officer, Director | Dec 11, 2009 | D | $125,000 | $108,000 | 0 | $1,000 |
| EDGAR ↗ | JBG/Fund VII Manager LLC group: Jbg | Executive Officer Managing Member | Nov 5, 2009 | D/A | $40,000,000 | $30,000,000 | 13 | No minimum reported |
| EDGAR ↗ | JBG/Fund VII Qualified Investor LLC group: Jbg | Executive Officer Managing Member of Company Manager III | Nov 5, 2009 | D/A | $59,400,000 | $59,400,000 | 87 | No minimum reported |
| EDGAR ↗ | JBG/Fund VII Investor LLC group: Jbg | Executive Officer Managing Member of Company Manager III | Nov 5, 2009 | D/A | $3,375,000 | $3,375,000 | 15 | $1,000,000 |
| EDGAR ↗ | JBG/Fund VII Family LLC group: Jbg | Executive Officer Managing Member | Nov 5, 2009 | D/A | $6,235,000 | $6,235,000 | 26 | No minimum reported |
| EDGAR ↗ | JBG Investment Fund VII LLC group: Jbg | Executive Officer Managing Member of Fund VII Manager | Nov 5, 2009 | D/A | $900,000,000 | $336,400,000 | 19 | $1,000,000 |
| EDGAR ↗ | JBG/Fund VII Qualified Investor LLC group: Jbg | Executive Officer Managing Member of Company Manager III | Jun 19, 2009 | D/A | $58,150,000 | $58,150,000 | 78 | $1,000,000 |
| EDGAR ↗ | JBG/Fund VII Family LLC group: Jbg | Executive Officer Managing Member | Jun 19, 2009 | D/A | $5,035,000 | $5,035,000 | 26 | No 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 (5 industry/exemption sets on this page); 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.
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.
People and management entities the issuers listed as related persons on the same Form D filings as Robert A. Stewart. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
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)
No corrections have been requested for this page.
Free. Logged with status: received → under review → fixed / confirmed with source.
If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.
Members get an email when Robert A. Stewart appears on a new Form D, or when a court case or SEC action is matched to them. See plans →