PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:24 AM ET

Sponsor Check › Person

SC
No photo found yet (own website and image search run after this page is viewed)

Sharon A Cheever

Named as an officer, director or promoter on SEC Form D filings · CA · Sep 9, 2009 → Dec 15, 2020

3deals (issuers)
$114.48Breported sold
450investors
271Form D filings
2009–2020years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:19 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Sharon A Cheever is listed as an executive officer and director on 271 SEC Form D filings by 3 issuers between Sep 2009 and Dec 2020: PACIFIC LIFE INSURANCE CO (Newport Beach, CA — insurance — 2009–2020; $114.29B reported sold to 437 investors), Pacific Private Equity Fund I L.P. (Newport Beach, CA — pooled investment fund — 2014–2015; $174.8M reported sold to 11 investors) and PACIFIC LIFE & ANNUITY CO (Newport Beach, CA — insurance — 2011–2018; $10.6M reported sold to 2 investors).

What this means A repeat sponsor — 3 separate companies raised money with this person listed as executive officer and director, over about 11 years. Across those companies the filings report $114.48B sold in total.

Listed alongside James T Morris (254 shared filings), Adrian S Griggs (232 shared filings), Carol R Sudbeck (227 shared filings), Lawrence F Harr (216 shared filings), Dewey P Bushaw (180 shared filings) and 24 others.

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

All 3 issuers belong to the sponsor group Pacific (29 issuers, $8.64B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Pacific has 29 companies on file and $8.64B 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 (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 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 the newest 50 of 271 public filings for Sharon A Cheever and found 12 differences, 3 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; 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.

What the community is saying

Community search for Sharon A Cheever has not run yet — it is joining a line of 53,471 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:19 AM ET.

State courts: not covered (one-tap state court links under Look further). 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

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

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. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Sharon A Cheever..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:19 AM ET.

State courts: not covered (one-tap state court links under Look further). 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 cover issuers and sponsor groups — see the issuer pages under Deals

12 differences found between the filings for Sharon A Cheever — 3 worth asking about (compared the newest 50 of 271 filings on Oct 24, 2026; older filings not covered)

Note · Dec 13, 2007 – Apr 8, 2020

Bankruptcy case: Valley Health System and Metropolitan Life Insurance Company — filed Dec 13, 2007

United States Bankruptcy Court, C.D. California docket "Valley Health System and Metropolitan Life Insurance Company" filed Dec 13, 2007, closed Apr 8, 2020. PACIFIC LIFE INSURANCE CO (related issuer) is listed as Party ("Valley Health System and Metropolitan Life Insurance Company"). Our match estimate: 60%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, C.D. California ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗
Sources
Note · Oct 27, 2015 – Oct 26, 2016

Bankruptcy case: Marshack v. Pacific Life Insurance Company — filed Oct 27, 2015

United States Bankruptcy Court, C.D. California docket "Marshack v. Pacific Life Insurance Company" filed Oct 27, 2015, closed Oct 26, 2016. PACIFIC LIFE INSURANCE CO (related issuer) is listed as Defendant ("Pacific Life Insurance Company"). Our match estimate: 80%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, C.D. California ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗
Sources
Worth asking · Feb 13, 2020 – Apr 13, 2020

Amount sold went down between filings — PACIFIC LIFE INSURANCE CO

The Feb 13, 2020 filing says $33,663,332 sold; the Apr 13, 2020 Form D/A says $17,228,307 sold — $16,435,025 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Feb 13, 2020 ↗Form D/A (later) · Apr 13, 2020 ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗
Sources
Worth asking · Sep 13, 2019 – Dec 12, 2019

Investor count went down between filings — PACIFIC LIFE INSURANCE CO

The Sep 13, 2019 filing reports 7 investors; the Dec 12, 2019 Form D/A reports 3 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Sep 13, 2019 ↗Form D/A (later) · Dec 12, 2019 ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗
Sources
Note · Sep 17, 2020 – Oct 15, 2020

Form D filed 28 days after the first sale — PACIFIC LIFE INSURANCE CO

The filing says the first sale was Sep 17, 2020. The Form D was filed Oct 15, 2020 — 28 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 13 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Oct 15, 2020 ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗
Sources
Note · Sep 17, 2020 – Oct 15, 2020

Form D filed 28 days after the first sale — PACIFIC LIFE INSURANCE CO

The filing says the first sale was Sep 17, 2020. The Form D was filed Oct 15, 2020 — 28 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 13 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Oct 15, 2020 ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗
Sources
Note · Sep 17, 2020 – Oct 15, 2020

Form D filed 28 days after the first sale — PACIFIC LIFE INSURANCE CO

The filing says the first sale was Sep 17, 2020. The Form D was filed Oct 15, 2020 — 28 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 13 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Oct 15, 2020 ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗
Sources
Note · Oct 5, 2017 – Oct 15, 2020

No amendment in the last 12 months on an offering that may still be open — PACIFIC LIFE INSURANCE CO (latest filing Oct 15, 2020)

The latest filing for this offering is dated Oct 15, 2020 (first sale Oct 5, 2017). It reports $31,264,668 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Oct 15, 2020 ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗
Sources
Note · Oct 1, 2020 – Oct 15, 2020

No amendment in the last 12 months on an offering that may still be open — PACIFIC LIFE INSURANCE CO (latest filing Oct 15, 2020)

The latest filing for this offering is dated Oct 15, 2020 (first sale Oct 1, 2020). It reports $500,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Oct 15, 2020 ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗
Sources
Note · Aug 1, 2020 – Aug 14, 2020

No amendment in the last 12 months on an offering that may still be open — PACIFIC LIFE INSURANCE CO (latest filing Aug 14, 2020)

The latest filing for this offering is dated Aug 14, 2020 (first sale Aug 1, 2020). It reports $232,500 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Aug 14, 2020 ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗
Sources
Worth asking · Sep 13, 2019 – Jan 13, 2023

18 people are no longer listed on a later amendment

Sharon A Cheever is no longer listed on the Jan 13, 2023 amendment — PACIFIC LIFE INSURANCE CO · Sharon A Cheever is no longer listed on the May 10, 2022 amendment — PACIFIC LIFE INSURANCE CO · Sharon A Cheever is no longer listed on the Apr 8, 2022 amendment — PACIFIC LIFE INSURANCE CO · Sharon A Cheever is no longer listed on the Oct 15, 2021 amendment — PACIFIC LIFE INSURANCE CO · Sharon A Cheever is no longer listed on the Jul 14, 2021 amendment — PACIFIC LIFE INSURANCE CO · and 13 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · Oct 15, 2020 ↗Form D/A · Jan 13, 2023 ↗Sharon A Cheever — PartnerFacts page ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗
Sources
Note · Feb 13, 2020 – Apr 13, 2020

Minimum investment changed between filings — PACIFIC LIFE INSURANCE CO

The Feb 13, 2020 filing lists a minimum of $500,000; the Apr 13, 2020 Form D/A lists $1,000,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Feb 13, 2020 ↗Form D/A (later) · Apr 13, 2020 ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 271 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

36 of 89 offerings report sales commissions totalling $8,158,171; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Dec 15, 2020 D/A
PACIFIC LIFE INSURANCE CO
File 021-243674
$52,561 (est.)$0$0Various Agents no CRD number reported
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Dec 15, 2020 D/A
PACIFIC LIFE INSURANCE CO
File 021-304281
$45,088 (est.)$0$0David D Ehlert BrokerCheck CRD 1181878 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Dec 15, 2020 D/A
PACIFIC LIFE INSURANCE CO
File 021-306526
$202 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Dec 15, 2020 D/A
PACIFIC LIFE INSURANCE CO
File 021-377998
$37,397 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Oct 15, 2020 D/A
PACIFIC LIFE INSURANCE CO
File 021-294866
$739,392 (est.)$0$0Todd Skousen BrokerCheck CRD 6261437 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Oct 15, 2020 D/A
PACIFIC LIFE INSURANCE CO
File 021-317263
$845 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Oct 15, 2020 D/A
PACIFIC LIFE INSURANCE CO
File 021-342475
$0$0$0Matt H. Phillips BrokerCheck CRD 2959424 ↗
via M Holdings Securities (CRD 43285 ↗)

Timothy P. Malarkey BrokerCheck CRD 2621989 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Oct 15, 2020 D/A
PACIFIC LIFE INSURANCE CO
File 021-350673
$1,419,719 (est.)$0$0Various Agents no CRD number reported
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Oct 15, 2020 D
PACIFIC LIFE INSURANCE CO
File 021-377995
$0$0$0None listed on this filingEDGAR ↗
Oct 15, 2020 D
PACIFIC LIFE INSURANCE CO
File 021-377997
$5,261 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)

Timothy P. Malarkey BrokerCheck CRD 2621989 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Oct 15, 2020 D
PACIFIC LIFE INSURANCE CO
File 021-377999
$15,722 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)

Timothy P. Malarkey BrokerCheck CRD 2621989 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Aug 14, 2020 D/A
PACIFIC LIFE INSURANCE CO
File 021-152633
$367,542 (est.)$0$0Various Agents BrokerCheck CRD 000000 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Aug 14, 2020 D/A
PACIFIC LIFE INSURANCE CO
File 021-301306
$0$0$0Matt H. Phillips BrokerCheck CRD 2959424 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Aug 14, 2020 D/A
PACIFIC LIFE INSURANCE CO
File 021-306520
$52,542 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)

Michael Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Aug 14, 2020 D/A
PACIFIC LIFE INSURANCE CO
File 021-313094
$549 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)

Michael Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities (CRD 43285 ↗)

Brent Kinetz BrokerCheck CRD 2031620 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jul 14, 2020 D/A
PACIFIC LIFE INSURANCE CO
File 021-301305
$62,524 (est.)$0$0James P. Belk BrokerCheck CRD 830722 ↗
via M Holdings Securities (CRD 43285 ↗)

Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)

Michael Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities (CRD 43285 ↗)

Matt H. Phillips BrokerCheck CRD 2959424 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jul 14, 2020 D/A
PACIFIC LIFE INSURANCE CO
File 021-342474
$82,455 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)

Matt H. Phillips BrokerCheck CRD 2959424 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jan 14, 2020 D/A
PACIFIC LIFE INSURANCE CO
File 021-315768
$123,799 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)

Michael Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Nov 14, 2019 D/A
PACIFIC LIFE INSURANCE CO
File 021-266787
$42,850 (est.)$0$0Michael Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities (CRD 43285 ↗)

Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)

James D. Kaplan BrokerCheck CRD 1184946 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Oct 9, 2019 D/A
PACIFIC LIFE INSURANCE CO
File 021-342476
$7,766 (est.)$0$0Milton H. Cohn, Jr. BrokerCheck CRD 840000 ↗
via M Holdings Securities (CRD 43285 ↗)

Matt H. Phillips BrokerCheck CRD 2959424 ↗
via M Holdings Securities (CRD 43285 ↗)

Timothy P. Malarkey BrokerCheck CRD 2621989 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Sep 13, 2019 D/A
PACIFIC LIFE INSURANCE CO
File 021-317267
$0$0$0Peter M Williams BrokerCheck CRD 872807 ↗
via M Holding Securities (CRD 43285 ↗)
EDGAR ↗
Sep 13, 2019 D/A
PACIFIC LIFE INSURANCE CO
File 021-326815
$12,711 (est.)$0$0Michael Benson BrokerCheck CRD 1058651 ↗
via M Holdings Securities (CRD 43285 ↗)

Eric Naison-Phillips BrokerCheck CRD 515539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Aug 16, 2019 D/A
PACIFIC LIFE INSURANCE CO
File 021-186132
$1,406,173 (est.)$0$0Various Agents no CRD number reported
via M Holdings Securities (CRD 43285 ↗)

Brodie D. Barnes BrokerCheck CRD 2368626 ↗
via CapFinancial Securities, LLC. (CRD 126291 ↗)
EDGAR ↗
Aug 16, 2019 D/A
PACIFIC LIFE INSURANCE CO
File 021-342477
$15,057 (est.)$0$0Matt H. Phillips BrokerCheck CRD 2959424 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jul 16, 2019 D/A
PACIFIC LIFE INSURANCE CO
File 021-52296
$1,491,113 (est.)$0$0Donald H. Friedman BrokerCheck CRD 1023219 ↗
via M Holdings Securities (CRD 43285 ↗)

Michael Corrigan BrokerCheck CRD 865125 ↗
via M Holdings Securities (CRD 43285 ↗)

Daniel Wagner BrokerCheck CRD 2653222 ↗
via M Holdings Securities (CRD 43285 ↗)

Shirley Ann Huang McMillan BrokerCheck CRD 2745761 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jun 21, 2019 D/A
PACIFIC LIFE INSURANCE CO
File 021-301308
$588 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jun 21, 2019 D/A
PACIFIC LIFE INSURANCE CO
File 021-304282
$118,681 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)

Michael Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jun 21, 2019 D/A
PACIFIC LIFE INSURANCE CO
File 021-306523
$82,787 (est.)$0$0Milton H. Cohn, Jr. BrokerCheck CRD 840000 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jun 21, 2019 D/A
PACIFIC LIFE INSURANCE CO
File 021-306525
$1,432 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jun 21, 2019 D/A
PACIFIC LIFE INSURANCE CO
File 021-313093
$121,545 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)

Michael Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities (CRD 43285 ↗)

Milton H. Cohn, Jr. BrokerCheck CRD 840000 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jun 21, 2019 D/A
PACIFIC LIFE INSURANCE CO
File 021-326814
$11,433 (est.)$0$0Michael Benson BrokerCheck CRD 1058651 ↗
via M Holdings Securities (CRD 43285 ↗)

Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Nov 29, 2018 D/A
PACIFIC LIFE INSURANCE CO
File 021-306524
$0$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)

Michael Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities (CRD 43285 ↗)

Brent Kinetz BrokerCheck CRD 2031620 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Nov 29, 2018 D/A
PACIFIC LIFE INSURANCE CO
File 021-306527
$51 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jul 19, 2018 D
PACIFIC LIFE INSURANCE CO
File 021-317261
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2018 D
PACIFIC LIFE INSURANCE CO
File 021-317264
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2018 D
PACIFIC LIFE INSURANCE CO
File 021-317266
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2018 D
PACIFIC LIFE INSURANCE CO
File 021-317270
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-317271
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-317272
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-317273
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-317274
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-317275
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-317276
$0$0$0None listed on this filingEDGAR ↗
Jun 29, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-315769
$0$0$0None listed on this filingEDGAR ↗
May 23, 2018 D/A
PACIFIC LIFE INSURANCE CO
File 021-294167
$4,258 (est.)$0$0Michael Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities (CRD 43285 ↗)

Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
May 23, 2018 D/A
PACIFIC LIFE & ANNUITY CO
File 021-301311
$0$0$0None listed on this filingEDGAR ↗
May 23, 2018 D/A
PACIFIC LIFE & ANNUITY CO
File 021-301314
$0$0$0None listed on this filingEDGAR ↗
May 23, 2018 D/A
PACIFIC LIFE & ANNUITY CO
File 021-301315
$0$0$0None listed on this filingEDGAR ↗
May 23, 2018 D/A
PACIFIC LIFE & ANNUITY CO
File 021-301316
$0$0$0None listed on this filingEDGAR ↗
May 23, 2018 D/A
PACIFIC LIFE & ANNUITY CO
File 021-301317
$0$0$0None listed on this filingEDGAR ↗
May 23, 2018 D
PACIFIC LIFE INSURANCE CO
File 021-313092
$118,646 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holding Securities (CRD 43285 ↗)

Michael Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
May 23, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-313095
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE INSURANCE CO
File 021-306521
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE INSURANCE CO
File 021-306522
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-306528
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-306529
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-306530
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-306531
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-306532
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-306533
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-306534
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-306535
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-306536
$0$0$0None listed on this filingEDGAR ↗
Dec 20, 2017 D
PACIFIC LIFE INSURANCE CO
File 021-301307
$0$0$0None listed on this filingEDGAR ↗
Dec 20, 2017 D
PACIFIC LIFE INSURANCE CO
File 021-301309
$0$0$0None listed on this filingEDGAR ↗
Jul 12, 2016 D
PACIFIC LIFE & ANNUITY CO
File 021-266788
$0$0$0None listed on this filingEDGAR ↗
Nov 30, 2015 D/A
PACIFIC LIFE INSURANCE CO
File 021-155490
$222,429$0$0Milton H. Cohn Jr. BrokerCheck CRD 840000 ↗
via M Holdings Securities (CRD 43285 ↗)

Donald E. Morris Jr. BrokerCheck CRD 1076088 ↗
via M Holdings Securities (CRD 43285 ↗)

Michael Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities (CRD 43285 ↗)

Edward C. Houghton IV BrokerCheck CRD 735581 ↗
via M Holding Securities (CRD 43285 ↗)
EDGAR ↗
Nov 30, 2015 D/A
PACIFIC LIFE INSURANCE CO
File 021-156155
$673,036$0$0Donald H. Friedman BrokerCheck CRD 1023219 ↗
via M Holdings Securities (CRD 43285 ↗)

William H. Koptis BrokerCheck CRD 273964 ↗
via M Holdings Securities, Inc. (CRD 43285 ↗)

Joseph R. Crea BrokerCheck CRD 2110561 ↗
via M Holdings Securities, Inc. (CRD 43285 ↗)

Milton H. Cohn Jr. BrokerCheck CRD 840000 ↗
via M Holdings Securities, Inc. (CRD 43285 ↗)

Shirley Ann Huang McMillan BrokerCheck CRD 2745761 ↗
via M Holdings Securities, Inc. (CRD 43285 ↗)
EDGAR ↗
Nov 30, 2015 D/A
PACIFIC LIFE & ANNUITY CO
File 021-164697
$214,380$0$0Milton H. Cohn Jr. BrokerCheck CRD 840000 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Nov 30, 2015 D/A
PACIFIC LIFE & ANNUITY CO
File 021-211031
$325,799$0$0Milton H. Cohn Jr. BrokerCheck CRD 840000 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Nov 30, 2015 D/A
PACIFIC LIFE INSURANCE CO
File 021-233856
$67,958$0$0Michael Liebeskind no CRD number reported
Milton H. Cohn Jr. BrokerCheck CRD 840000 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jul 14, 2015 D
PACIFIC LIFE & ANNUITY CO
File 021-243657
$0$0$0None listed on this filingEDGAR ↗
Feb 11, 2015 D
PACIFIC LIFE & ANNUITY CO
File 021-233857
$0$0$0None listed on this filingEDGAR ↗
Feb 11, 2015 D
PACIFIC LIFE & ANNUITY CO
File 021-233858
$0$0$0None listed on this filingEDGAR ↗
Feb 11, 2015 D
PACIFIC LIFE INSURANCE CO
File 021-233859
$0$0$0None listed on this filingEDGAR ↗
Jan 26, 2015 D/A
Pacific Private Equity Fund I L.P.
File 021-210790
$0$0$0None listed on this filingEDGAR ↗
Jun 19, 2014 D/A
PACIFIC LIFE & ANNUITY CO
File 021-164699
$213,880$0$0Milton H. Cohn Jr. BrokerCheck CRD 840000 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jan 30, 2014 D
PACIFIC LIFE INSURANCE CO
File 021-211030
$0$0$0None listed on this filingEDGAR ↗
Jul 12, 2013 D
PACIFIC LIFE & ANNUITY CO
File 021-199487
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164685
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164691
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164693
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164695
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164698
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164700
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164701
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164703
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164705
$0$0$0None listed on this filingEDGAR ↗
Dec 13, 2010 D
PACIFIC LIFE INSURANCE CO
File 021-151774
$0$0$0None listed on this filingEDGAR ↗
How this is counted

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 3

Every issuer that named Sharon A Cheever on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

PL
Insurance · group: Pacific

PACIFIC LIFE INSURANCE CO

Newport Beach, CA · Sep 9, 2009 → Dec 15, 2020 · 216 filings
  • Dec 15, 2020 · D/A · $3,782,170 sold of Indefinite · 5 investors · min. $500,000 · role: Director EDGAR ↗
  • Dec 15, 2020 · D/A · $15,274,550 sold of Indefinite · 4 investors · min. $500,000 · role: Director EDGAR ↗
  • Dec 15, 2020 · D/A · $2,973,148 sold of Indefinite · 4 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Dec 15, 2020 · D/A · $11,722,105 sold of Indefinite · 15 investors · min. $500,000 · role: Director EDGAR ↗
  • Nov 10, 2020 · D/A · $3,782,170 sold of Indefinite · 5 investors · min. $500,000 · role: Director EDGAR ↗
  • Nov 10, 2020 · D/A · $2,798,148 sold of Indefinite · 4 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Oct 15, 2020 · D · $1,540,205 sold of Indefinite · 3 investors · min. $500,000 · role: Director EDGAR ↗
  • Oct 15, 2020 · D · $1,317,757 sold of Indefinite · 4 investors · min. $500,000 · role: Director EDGAR ↗
  • Oct 15, 2020 · D · $515,414 sold of Indefinite · 3 investors · min. $500,000 · role: Director EDGAR ↗
  • Oct 15, 2020 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Oct 15, 2020 · D/A · $31,264,668 sold of Indefinite · 1 investors · min. $500,000 · role: Director EDGAR ↗
  • Oct 15, 2020 · D/A · $500,000 sold of Indefinite · 2 investors · min. $250,000 · role: Director EDGAR ↗
  • Oct 15, 2020 · D/A · $2,890,200 sold of Indefinite · 2 investors · min. $500,000 · role: Director EDGAR ↗
  • Oct 15, 2020 · D/A · $10,772,105 sold of Indefinite · 14 investors · min. $500,000 · role: Director EDGAR ↗
  • Oct 15, 2020 · D/A · $152,129,952 sold of Indefinite · 42 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Aug 14, 2020 · D/A · $31,264,668 sold of Indefinite · 1 investors · min. $500,000 · role: Director EDGAR ↗
  • Aug 14, 2020 · D/A · $5,938,225 sold of Indefinite · 7 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Aug 14, 2020 · D/A · $1,463,550 sold of Indefinite · 2 investors · min. $500,000 · role: Director EDGAR ↗
  • Aug 14, 2020 · D/A · $5,977,501 sold of Indefinite · 4 investors · min. $200,000 · role: Director EDGAR ↗
  • Aug 14, 2020 · D/A · $232,500 sold of Indefinite · 1 investors · min. $500,000 · role: Director EDGAR ↗
  • Aug 14, 2020 · D/A · $10,622,105 sold of Indefinite · 13 investors · min. $500,000 · role: Director EDGAR ↗
  • Aug 14, 2020 · D/A · $18,628,307 sold of Indefinite · 10 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jul 14, 2020 · D/A · $16,224,092 sold of Indefinite · 8 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 14, 2020 · D/A · $5,938,225 sold of Indefinite · 7 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jul 14, 2020 · D/A · $3,013,619 sold of Indefinite · 5 investors · min. $500,000 · role: Director EDGAR ↗
  • Jul 14, 2020 · D/A · $9,622,105 sold of Indefinite · 12 investors · min. $500,000 · role: Director EDGAR ↗
  • Jul 14, 2020 · D/A · $151,891,952 sold of Indefinite · 42 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Apr 13, 2020 · D/A · $12,113,852 sold of Indefinite · 7 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 13, 2020 · D/A · $5,223,225 sold of Indefinite · 6 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Apr 13, 2020 · D/A · $151,801,242 sold of Indefinite · 42 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Apr 13, 2020 · D/A · $17,228,307 sold of Indefinite · 10 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 13, 2020 · D/A · $2,781,119 sold of Indefinite · 4 investors · min. $500,000 · role: Director EDGAR ↗
  • Feb 13, 2020 · D/A · $33,663,332 sold of Indefinite · 3 investors · min. $500,000 · role: Director EDGAR ↗
  • Jan 14, 2020 · D/A · $7,107,447 sold of Indefinite · 6 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 14, 2020 · D/A · $695,200 sold of Indefinite · 1 investors · min. $500,000 · role: Director EDGAR ↗
  • Jan 14, 2020 · D/A · $10,834,797 sold of Indefinite · 11 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jan 14, 2020 · D/A · $4,379,001 sold of Indefinite · 4 investors · min. $200,000 · role: Director EDGAR ↗
  • Jan 14, 2020 · D/A · $2,679,148 sold of Indefinite · 4 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jan 14, 2020 · D/A · $9,552,105 sold of Indefinite · 12 investors · min. $500,000 · role: Director EDGAR ↗
  • Jan 14, 2020 · D/A · $151,666,242 sold of Indefinite · 42 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Dec 12, 2019 · D/A · $1,063,550 sold of Indefinite · 1 investors · min. $500,000 · role: Director EDGAR ↗
  • Dec 12, 2019 · D/A · $32,642,832 sold of Indefinite · 3 investors · min. $500,000 · role: Director EDGAR ↗
  • Nov 14, 2019 · D/A · $24,096,353 sold of Indefinite · 8 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Oct 9, 2019 · D/A · $7,930,000 sold of Indefinite · 5 investors · min. $250,000 · role: Director EDGAR ↗
  • Oct 9, 2019 · D/A · $771,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 9, 2019 · D/A · $2,501,148 sold of Indefinite · 4 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Oct 9, 2019 · D/A · $21,696,353 sold of Indefinite · 8 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Oct 9, 2019 · D/A · $148,662,742 sold of Indefinite · 41 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Sep 13, 2019 · D/A · $1,750,000 sold of Indefinite · 3 investors · min. $2,000,000 · role: Director EDGAR ↗
  • Sep 13, 2019 · D/A · $250,000 sold of Indefinite · 1 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Sep 13, 2019 · D/A · $3,904,001 sold of Indefinite · 3 investors · min. $200,000 · role: Director EDGAR ↗
  • Sep 13, 2019 · D/A · $2,415,148 sold of Indefinite · 4 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Sep 13, 2019 · D/A · $16,564,207 sold of Indefinite · 7 investors · min. $500,000 · role: Director EDGAR ↗
  • Aug 16, 2019 · D/A · $3,437,910 sold of Indefinite · 2 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Aug 16, 2019 · D/A · $6,930,000 sold of Indefinite · 2 investors · min. $250,000 · role: Director EDGAR ↗
  • Aug 16, 2019 · D/A · $1,750,000 sold of Indefinite · 3 investors · min. $2,000,000 · role: Director EDGAR ↗
  • Aug 16, 2019 · D/A · $5,177,430 sold of Indefinite · 6 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Aug 16, 2019 · D/A · $2,332,334 sold of Indefinite · 3 investors · min. $200,000 · role: Director EDGAR ↗
  • Aug 16, 2019 · D/A · $20,952,353 sold of Indefinite · 8 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Aug 16, 2019 · D/A · $8,449,255 sold of Indefinite · 10 investors · min. $500,000 · role: Director EDGAR ↗
  • Aug 16, 2019 · D/A · $148,427,742 sold of Indefinite · 40 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Aug 16, 2019 · D/A · $16,564,207 sold of Indefinite · 7 investors · min. $500,000 · role: Director EDGAR ↗
  • Jul 16, 2019 · D/A · $2,299,510 sold of Indefinite · 2 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jul 16, 2019 · D/A · $3,465,000 sold of Indefinite · 2 investors · min. $250,000 · role: Director EDGAR ↗
  • Jul 16, 2019 · D/A · $4,117,430 sold of Indefinite · 6 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jul 16, 2019 · D/A · $19,970,926 sold of Indefinite · 6 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jul 16, 2019 · D/A · $6,533,828 sold of Indefinite · 8 investors · min. $500,000 · role: Director EDGAR ↗
  • Jul 16, 2019 · D/A · $140,854,178 sold of Indefinite · 38 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jul 16, 2019 · D/A · $192,711,164 sold of Indefinite · 1 investors · min. $500,000 · role: Director EDGAR ↗
  • Jun 21, 2019 · D/A · $1,628,333 sold of Indefinite · 3 investors · min. $500,000 · role: Director EDGAR ↗
  • Jun 21, 2019 · D/A · $346,000 sold of Indefinite · 1 investors · min. $500,000 · role: Director EDGAR ↗
  • Jun 21, 2019 · D/A · $3,057,430 sold of Indefinite · 6 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jun 21, 2019 · D/A · $128,334 sold of Indefinite · 1 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jun 21, 2019 · D/A · $1,342,800 sold of Indefinite · 1 investors · min. $500,000 · role: Director EDGAR ↗
  • Jun 21, 2019 · D/A · $2,248,334 sold of Indefinite · 3 investors · min. $200,000 · role: Director EDGAR ↗
  • Jun 21, 2019 · D/A · $13,772,900 sold of Indefinite · 11 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jun 21, 2019 · D/A · $2,184,148 sold of Indefinite · 3 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jun 21, 2019 · D/A · $22,500 sold of Indefinite · 1 investors · min. $500,000 · role: Director EDGAR ↗
  • Jun 21, 2019 · D/A · $3,570,798 sold of Indefinite · 4 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jun 21, 2019 · D/A · $5,948,500 sold of Indefinite · 3 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jun 21, 2019 · D/A · $5,851,402 sold of Indefinite · 7 investors · min. $500,000 · role: Director EDGAR ↗
  • Jun 21, 2019 · D/A · $133,280,615 sold of Indefinite · 34 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jun 21, 2019 · D/A · $17,407,983 sold of Indefinite · 8 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jun 21, 2019 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jun 21, 2019 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Director EDGAR ↗
  • Jun 21, 2019 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Director EDGAR ↗
  • Jun 21, 2019 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 1, 2019 · D/A · $1,500,000 sold of Indefinite · 2 investors · min. $2,000,000 · role: Director EDGAR ↗
  • Mar 1, 2019 · D/A · $1,500,000 sold of Indefinite · 2 investors · min. $500,000 · role: Director EDGAR ↗
  • Mar 1, 2019 · D/A · $5,834,797 sold of Indefinite · 11 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 1, 2019 · D/A · $12,672,900 sold of Indefinite · 11 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 1, 2019 · D/A · $1,918,792 sold of Indefinite · 3 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 1, 2019 · D/A · $5,723,069 sold of Indefinite · 5 investors · min. $500,000 · role: Director EDGAR ↗
  • Mar 1, 2019 · D/A · $130,486,940 sold of Indefinite · 34 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Nov 29, 2018 · D/A · $2,000,000 sold of Indefinite · 11 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Nov 29, 2018 · D/A · $1,054,430 sold of Indefinite · 1 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Nov 29, 2018 · D/A · $100,000 sold of Indefinite · 1 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Nov 29, 2018 · D/A · $12,536,454 sold of Indefinite · 5 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Nov 29, 2018 · D/A · $1,600,000 sold of Indefinite · 3 investors · min. $200,000 · role: Director EDGAR ↗
  • Nov 29, 2018 · D/A · $10,972,900 sold of Indefinite · 11 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Nov 29, 2018 · D/A · $1,719,792 sold of Indefinite · 2 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Nov 29, 2018 · D/A · $29,362,834 sold of Indefinite · 1 investors · min. $500,000 · role: Director EDGAR ↗
  • Nov 29, 2018 · D/A · $5,063,901 sold of Indefinite · 4 investors · min. $500,000 · role: Director EDGAR ↗
  • Nov 29, 2018 · D/A · $129,090,355 sold of Indefinite · 32 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Nov 29, 2018 · D/A · $30,639,735 sold of Indefinite · 3 investors · min. $500,000 · role: Director EDGAR ↗
  • Nov 29, 2018 · D · $0 sold of Indefinite · 0 investors · min. $2,000,000 · role: Director EDGAR ↗
  • Nov 29, 2018 · D · $0 sold of Indefinite · 0 investors · min. $500,000 · role: Director EDGAR ↗
  • Aug 21, 2018 · D/A · $27,461,000 sold of Indefinite · 64 investors · min. $500,000 · role: Director EDGAR ↗
  • Aug 15, 2018 · D/A · $10,672,900 sold of Indefinite · 11 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Aug 15, 2018 · D/A · $1,151,792 sold of Indefinite · 2 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Aug 15, 2018 · D/A · $126,940,355 sold of Indefinite · 32 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Aug 15, 2018 · D/A · $4,794,733 sold of Indefinite · 4 investors · min. $500,000 · role: Director EDGAR ↗
  • Jul 19, 2018 · D · $0 sold of Indefinite · 0 investors · min. $2,500,000 · role: Director EDGAR ↗
  • Jul 19, 2018 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jul 19, 2018 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jul 19, 2018 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jul 19, 2018 · D · $0 sold of Indefinite · 0 investors · min. $500,000 · role: Director EDGAR ↗
  • Jul 19, 2018 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jul 3, 2018 · D/A · $3,000,000 sold of Indefinite · 1 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jul 3, 2018 · D/A · $4,794,733 sold of Indefinite · 4 investors · min. $500,000 · role: Director EDGAR ↗
  • Jul 3, 2018 · D/A · $126,940,355 sold of Indefinite · 32 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jul 3, 2018 · D/A · $13,744,207 sold of Indefinite · 4 investors · min. $500,000 · role: Director EDGAR ↗
  • Jul 3, 2018 · D/A · $25,258,945 sold of Indefinite · 7 investors · min. $500,000 · role: Director EDGAR ↗
  • Jul 3, 2018 · D/A · $4,446,400 sold of Indefinite · 3 investors · min. $500,000 · role: Director EDGAR ↗
  • Jul 3, 2018 · D/A · $17,180,483 sold of Indefinite · 8 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jun 29, 2018 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗
  • May 23, 2018 · D/A · $679,250 sold of Indefinite · 1 investors · min. $500,000 · role: Director EDGAR ↗
  • May 23, 2018 · D/A · $8,672,900 sold of Indefinite · 1 investors · min. $1,000,000 · role: Director EDGAR ↗
  • May 23, 2018 · D/A · $933,792 sold of Indefinite · 2 investors · min. $1,000,000 · role: Director EDGAR ↗
  • May 23, 2018 · D/A · $2,421,119 sold of Indefinite · 2 investors · min. $250,000 · role: Director EDGAR ↗
  • May 23, 2018 · D/A · $1,415,000 sold of Indefinite · 2 investors · min. $2,000,000 · role: Director EDGAR ↗
  • May 23, 2018 · D/A · $28,146,024 sold of Indefinite · 1 investors · min. $500,000 · role: Director EDGAR ↗
  • May 23, 2018 · D · $0 sold of Indefinite · 0 investors · min. $10,000,000 · role: Director EDGAR ↗
  • May 23, 2018 · D · $3,548,298 sold of Indefinite · 2 investors · min. $1,000,000 · role: Director EDGAR ↗
  • May 23, 2018 · D · $9,093,200 sold of Indefinite · 1 investors · min. $250,000 · role: Director EDGAR ↗
  • Feb 27, 2018 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 27, 2018 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 27, 2018 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 27, 2018 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 27, 2018 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 27, 2018 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 27, 2018 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 27, 2018 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Jan 29, 2018 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Jan 29, 2018 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Dec 20, 2017 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Dec 20, 2017 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Dec 20, 2017 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Dec 20, 2017 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Dec 20, 2017 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Sep 15, 2017 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Sep 6, 2017 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Jul 12, 2016 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Nov 30, 2015 · D/A · $4,246,400 sold of Indefinite · 1 investors · min. $50 · role: Director EDGAR ↗
  • Nov 30, 2015 · D/A · $28,639,735 sold of Indefinite · 6 investors · min. $50 · role: Director EDGAR ↗
  • Nov 30, 2015 · D/A · $21,102,420 sold of Indefinite · 2 investors · min. $50 · role: Director EDGAR ↗
  • Nov 30, 2015 · D/A · $25,186,445 sold of Indefinite · 7 investors · min. $50 · role: Director EDGAR ↗
  • Nov 30, 2015 · D/A · $12,762,207 sold of Indefinite · 4 investors · min. $50 · role: Director EDGAR ↗
  • Nov 30, 2015 · D/A · $172,776,164 sold of Indefinite · 1 investors · min. $50 · role: Director EDGAR ↗
  • Nov 30, 2015 · D/A · $133,980,096 sold of Indefinite · 2 investors · min. $50 · role: Director EDGAR ↗
  • Nov 30, 2015 · D/A · $5,117,376 sold of Indefinite · 2 investors · min. $50 · role: Director EDGAR ↗
  • Nov 30, 2015 · D/A · $105,454,065 sold of Indefinite · 10 investors · min. $50 · role: Director EDGAR ↗
  • Nov 30, 2015 · D/A · $10,564,800 sold of Indefinite · 4 investors · min. $50 · role: Director EDGAR ↗
  • Nov 30, 2015 · D/A · $267,437 sold of Indefinite · 1 investors · min. $50 · role: Director EDGAR ↗
  • Nov 30, 2015 · D/A · $17,013,383 sold of Indefinite · 2 investors · min. $50 · role: Director EDGAR ↗
  • Jul 14, 2015 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 11, 2015 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 11, 2015 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Jun 19, 2014 · D/A · $5,926,767 sold of Indefinite · 4 investors · min. $50 · role: Director EDGAR ↗
  • Jun 19, 2014 · D/A · $6,021,711 sold of Indefinite · 4 investors · min. $50 · role: Director EDGAR ↗
  • Jun 19, 2014 · D/A · $11,152,422 sold of Indefinite · 2 investors · min. $50 · role: Director EDGAR ↗
  • Jun 19, 2014 · D/A · $43,542,382 sold of Indefinite · 8 investors · min. $50 · role: Director EDGAR ↗
  • Jun 19, 2014 · D/A · $5,076,376 sold of Indefinite · 2 investors · min. $50 · role: Director EDGAR ↗
  • Jun 19, 2014 · D/A · $43,194,041 sold of Indefinite · 1 investors · min. $50 · role: Director EDGAR ↗
  • Jun 19, 2014 · D/A · $34,057,524 sold of Indefinite · 2 investors · min. $50 · role: Director EDGAR ↗
  • Jun 19, 2014 · D/A · $18,218,180 sold of Indefinite · 5 investors · min. $50 · role: Director EDGAR ↗
  • Jun 19, 2014 · D/A · $11,400,449 sold of Indefinite · 2 investors · min. $50 · role: Director EDGAR ↗
  • Jun 19, 2014 · D/A · $42,464,000 sold of Indefinite · 1 investors · min. $50 · role: Director EDGAR ↗
  • Jan 30, 2014 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 26, 2013 · D/A · $114,294,028,000 sold of Indefinite · 437 investors · min. $250,000 · role: Executive Officer, Director EDGAR ↗
  • Oct 26, 2012 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • May 15, 2012 · D/A · $43,194,041 sold of Indefinite · 1 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • May 15, 2012 · D/A · $4,659,637 sold of Indefinite · 4 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • May 15, 2012 · D/A · $4,526,767 sold of Indefinite · 3 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • May 15, 2012 · D/A · $13,392,560 sold of Indefinite · 4 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • May 15, 2012 · D/A · $5,096,867 sold of Indefinite · 2 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • May 11, 2012 · D/A · $4,472,148 sold of Indefinite · 2 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • May 11, 2012 · D/A · $4,246,400 sold of Indefinite · 1 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • May 11, 2012 · D/A · $11,152,422 sold of Indefinite · 3 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • May 11, 2012 · D/A · $34,057,524 sold of Indefinite · 2 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Feb 29, 2012 · D/A · $95,349,028,000 sold of Indefinite · 395 investors · min. $250,000 · role: Executive Officer, Director EDGAR ↗
  • Oct 4, 2011 · D/A · $65,170,000,000 sold of Indefinite · 385 investors · min. $250,000 · role: Executive Officer, Director EDGAR ↗
  • Mar 4, 2011 · D/A · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Mar 3, 2011 · D/A · $34,012,524 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Mar 3, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Feb 18, 2011 · D/A · $4,246,400 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Feb 18, 2011 · D/A · $3,954,440 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Feb 18, 2011 · D/A · $10,068,549 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Feb 17, 2011 · D/A · $4,255,324 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Feb 17, 2011 · D/A · $3,386,916 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Feb 17, 2011 · D/A · $43,194,041 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Feb 17, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Feb 16, 2011 · D/A · $4,195,324 sold of Indefinite · 2 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Jan 25, 2011 · D/A · $3,800,150 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Dec 29, 2010 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Dec 13, 2010 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Oct 6, 2010 · D/A · $61,220,000,000 sold of Indefinite · 332 investors · min. $250,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 26, 2010 · D/A · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Jan 25, 2010 · D/A · $52,062,500,000 sold of Indefinite · 274 investors · min. $250,000 · role: Executive Officer, Director EDGAR ↗
  • Dec 15, 2009 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Dec 14, 2009 · D/A · $4,195,324 sold of Indefinite · 2 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Dec 14, 2009 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Dec 14, 2009 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Dec 14, 2009 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Dec 14, 2009 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Sep 9, 2009 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗

Raised $114.29B from 437 investors as of the latest filing. Sharon is listed as director, executive officer on 216 filings for this deal.

Latest filing on EDGAR ↗
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: Insurance / 506(b) (687 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.

PL
Insurance · group: Pacific

PACIFIC LIFE & ANNUITY CO

Newport Beach, CA · Aug 18, 2011 → Jul 19, 2018 · 53 filings
  • Jul 19, 2018 · D · $0 sold of Indefinite · 0 investors · min. $2,500,000 · role: Director EDGAR ↗
  • Jul 19, 2018 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jul 19, 2018 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jul 19, 2018 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jul 19, 2018 · D · $0 sold of Indefinite · 0 investors · min. $500,000 · role: Director EDGAR ↗
  • Jul 19, 2018 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jun 29, 2018 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗
  • May 23, 2018 · D/A · $0 sold of Indefinite · 0 investors · min. $500,000 · role: Director EDGAR ↗
  • May 23, 2018 · D/A · $0 sold of Indefinite · 0 investors · min. $500,000 · role: Director EDGAR ↗
  • May 23, 2018 · D/A · $0 sold of Indefinite · 0 investors · min. $500,000 · role: Director EDGAR ↗
  • May 23, 2018 · D/A · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Executive Officer, Director EDGAR ↗
  • May 23, 2018 · D/A · $0 sold of Indefinite · 0 investors · min. $500,000 · role: Director EDGAR ↗
  • May 23, 2018 · D · $0 sold of Indefinite · 0 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Feb 27, 2018 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 27, 2018 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 27, 2018 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 27, 2018 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 27, 2018 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 27, 2018 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 27, 2018 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 27, 2018 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 27, 2018 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Dec 20, 2017 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Dec 20, 2017 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Dec 20, 2017 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Dec 20, 2017 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Dec 20, 2017 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Jul 12, 2016 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Nov 30, 2015 · D/A · $5,789,348 sold of Indefinite · 2 investors · min. $50 · role: Director EDGAR ↗
  • Nov 30, 2015 · D/A · $10,556,000 sold of Indefinite · 2 investors · min. $50 · role: Director EDGAR ↗
  • Jul 14, 2015 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 11, 2015 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Feb 11, 2015 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Jun 19, 2014 · D/A · $4,688,445 sold of Indefinite · 1 investors · min. $50 · role: Director EDGAR ↗
  • Jun 19, 2014 · D/A · $3,132,458 sold of Indefinite · 1 investors · min. $50 · role: Director EDGAR ↗
  • Jun 19, 2014 · D/A · $10,361,000 sold of Indefinite · 2 investors · min. $50 · role: Director EDGAR ↗
  • Jan 30, 2014 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Director EDGAR ↗
  • Jul 12, 2013 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • May 3, 2012 · D/A · $7,820,903 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • May 3, 2012 · D/A · $10,180,000 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Aug 31, 2011 · D/A · $7,820,903 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Aug 31, 2011 · D/A · $10,000,000 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer, Director EDGAR ↗

Raised $10.6M from 2 investors as of the latest filing. Sharon is listed as director, executive officer on 53 filings for this deal.

Latest filing on EDGAR ↗
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: Insurance / 506(b) (687 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.

PP
Pooled Investment Fund · group: Pacific

Pacific Private Equity Fund I L.P.

Newport Beach, CA · Jan 28, 2014 → Jan 26, 2015 · 2 filings
  • Jan 26, 2015 · D/A · $174,763,457 sold of Indefinite · 11 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of General Partner) EDGAR ↗
  • Jan 28, 2014 · D · $61,500,000 sold of Indefinite · 1 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of General Partner) EDGAR ↗

Raised $174.8M from 11 investors as of the latest filing. Sharon is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
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: Pooled Investment Fund / 506(c) (8,096 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 Sharon 29

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

JM
No photo found yet (own website and image search run after this page is viewed)
Person

James T Morris

Executive Officer, Director · 254 shared filings (2 issuers)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

AG
No photo found yet (own website and image search run after this page is viewed)
Person

Adrian S Griggs

Executive Officer, Director · 232 shared filings (3 issuers)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

CS
No photo found yet (own website and image search run after this page is viewed)
Person

Carol R Sudbeck

Executive Officer · 227 shared filings (2 issuers)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

LH
No photo found yet (own website and image search run after this page is viewed)
Person

Lawrence F Harr

Director, Executive Officer · 216 shared filings (1 issuer)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

DB
No photo found yet (own website and image search run after this page is viewed)
Person

Dewey P Bushaw

Executive Officer · 180 shared filings (2 issuers)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

DB
No photo found yet (own website and image search run after this page is viewed)
Person

Darryl D Button

Executive Officer, Director · 179 shared filings (2 issuers)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

DT
No photo found yet (own website and image search run after this page is viewed)
Person

Dawn M Trautman

Executive Officer · 179 shared filings (2 issuers)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

MB
No photo found yet (own website and image search run after this page is viewed)
Person

Mary Ann Brown

Executive Officer, Director · 119 shared filings (2 issuers)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

KT
No photo found yet (own website and image search run after this page is viewed)
Person

Khanh Tran

Executive Officer, Director · 89 shared filings (3 issuers)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

JG
No photo found yet (own website and image search run after this page is viewed)
Person

Jane M. Guon

Executive Officer, Director · 75 shared filings (2 issuers)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

RS
No photo found yet (own website and image search run after this page is viewed)
Person

Richard J. Schindler

Executive Officer, Director · 54 shared filings (2 issuers)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

MB
No photo found yet (own website and image search run after this page is viewed)
Person

Michael A. Bell

Executive Officer, Director · 50 shared filings (2 issuers) · also on 6 other issuers

Michael A. Bell is on 8 issuers in total — a repeat sponsor. Their page lists every one.

MR
No photo found yet (own website and image search run after this page is viewed)
Person

Michael S. Robb

Executive Officer · 49 shared filings (2 issuers)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

TG
No photo found yet (own website and image search run after this page is viewed)
Person

Thomas Gibbons

Executive Officer · 36 shared filings (2 issuers)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

RH
No photo found yet (own website and image search run after this page is viewed)
Person

Robert G. Haskell

Executive Officer · 35 shared filings (1 issuer)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

DK
No photo found yet (own website and image search run after this page is viewed)
Person

Denis P. Kalscheur

Executive Officer, Director · 28 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

EB
No photo found yet (own website and image search run after this page is viewed)
Person

Edward R. Byrd

Executive Officer · 19 shared filings (2 issuers)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

AM
No photo found yet (own website and image search run after this page is viewed)
Person

Audrey L. Milfs

Executive Officer, Director · 15 shared filings (1 issuer)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

JM
No photo found yet (own website and image search run after this page is viewed)
Person

Jim T Morris

Executive Officer, Director · 15 shared filings (1 issuer)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

JC
No photo found yet (own website and image search run after this page is viewed)
Person

Joseph E. Celentano

Executive Officer · 13 shared filings (1 issuer)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

MH
No photo found yet (own website and image search run after this page is viewed)
Person

Mark W. Holmlund

Executive Officer · 11 shared filings (1 issuer)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

HM
No photo found yet (own website and image search run after this page is viewed)
Person

Henry M. McMillan

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

BC
No photo found yet (own website and image search run after this page is viewed)
Person

Brian D. Clemens

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

JB
No photo found yet (own website and image search run after this page is viewed)
Person

James R Burritt

Executive Officer · 2 shared filings (1 issuer) · also on 13 other issuers

James R Burritt is on 14 issuers in total — a repeat sponsor. Their page lists every one.

JJ
No photo found yet (own website and image search run after this page is viewed)
Person

Jeffrey R. Johnson

Executive Officer · 2 shared filings (1 issuer) · also on 3 other issuers

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

CS
No photo found yet (own website and image search run after this page is viewed)
Person

Carol R. Sudback

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

KT
No photo found yet (own website and image search run after this page is viewed)
Person

Khan Tran

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

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

MB
No photo found yet (own website and image search run after this page is viewed)
Person

Micahel A. Bell

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Sharon A Cheever. Their page shows their other deals.

The team behind the deals

P
Sponsor group

Pacific

29 issuers · 760 filings · $8.64B reported sold · 2009–2026

One team, 29 deal companies. Sharon A Cheever is listed on 3 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Sharon A Cheever.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

None of the 3 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

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 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records 5 records on 1 issuer

Property records are matched to companies only, never to individuals, so none are matched to Sharon A Cheever by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 3 issuers this person is listed on — 1 issuer has property records: PACIFIC LIFE INSURANCE CO (5).

Public profiles and social

Websites and social links of the issuers Sharon A Cheever is listed on: none on file. No website or social profile named in Pacific Private Equity Fund I L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #307,390 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Newport Beach, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

California Secretary of State business search ↗OpenCorporates ↗

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 Sharon A Cheever appears on a new Form D, or when a court case or SEC action is matched to them. See plans →