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

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Stephen Schultz

Named as an officer, director or promoter on SEC Form D filings · CA · Jul 31, 2024 → Jul 31, 2024

1deal (issuers)
$18.9Mreported sold
17investors
1Form D filing
2024year on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:56 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Stephen Schultz is listed as a director on 1 SEC Form D filing by 1 issuer in Jul 2024: Tallied Technologies Inc. (San Ramon, CA — industry reported as "Other" — 2024; $18.9M reported sold to 17 investors).

What this means One deal on file with the SEC, filed Jul 2024. A Form D is the notice a company files after it starts selling a private investment — it is a notice, not an approval.

Listed alongside Stephanie Choo (1 shared filing) and Sunil Singh (1 shared filing).

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 36 bankruptcy cases matching the name listed in Key records below.

What this means 36 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 1 public filing for Stephen Schultz and found 7 differences: Offering amount changed between filings; No amendment in the last 12 months on an offering that may still be open; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Stephen Schultz has not run yet — it is joining a line of 15,292 names; searches run around the clock at the hosts' allowed rate. Searched so far: 28 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

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

1. Lawsuits

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, 2:56 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: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

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 Stephen Schultz..

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 are not covered.

3. Bankruptcies

36 cases: 36 closed (disposition not in docket feed)

Stephen J. Schultz and Brenda E. Schultz closed
United States Bankruptcy Court, D. New Jersey · No. 21-11360 · Filed Feb 20, 2021 · Closed Jun 1, 2021
Role of Stephen J. Schultz and Brenda E. Schultz: Debtor · Outcome: Case closed 2021-06-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in NJ (not a filing state)
STEPHEN R SCHULTZ and KERRI C SCHULTZ closed
United States Bankruptcy Court, D. Nevada · No. 15-51584 · Filed Nov 25, 2015 · Closed Mar 11, 2016
Role of STEPHEN R SCHULTZ and KERRI C SCHULTZ: Debtor · Outcome: Case closed 2016-03-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in NV (not a filing state)
Stephen J. Schultz closed
United States Bankruptcy Court, S.D. Illinois · No. 12-31129 · Filed Jun 14, 2012 · Closed Oct 10, 2014
Role of Stephen J. Schultz: Debtor · Outcome: Case closed 2014-10-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in IL (not a filing state)
Stephen D. Schultz and Kathy C. Schultz closed
United States Bankruptcy Court, E.D. Michigan · No. 12-50031 · Filed Apr 20, 2012 · Closed Jul 27, 2012
Role of Stephen D. Schultz and Kathy C. Schultz: Debtor · Outcome: Case closed 2012-07-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in MI (not a filing state)
Stephen J. Schultz closed
United States Bankruptcy Court, S.D. Illinois · No. 12-30112 · Filed Jan 26, 2012 · Closed Jun 25, 2012
Role of Stephen J. Schultz: Debtor · Outcome: Case closed 2012-06-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in IL (not a filing state)
Stephen P Schultz and Dawn L Schultz closed
United States Bankruptcy Court, E.D. Michigan · No. 11-42679 · Filed Feb 3, 2011 · Closed Jul 15, 2011
Role of Stephen P Schultz and Dawn L Schultz: Debtor · Outcome: Case closed 2011-07-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in MI (not a filing state)
Stephen P. Schultz and Jennifer A Schultz closed
United States Bankruptcy Court, E.D. Wisconsin · No. 10-38240 · Filed Nov 15, 2010 · Closed Mar 4, 2011
Role of Stephen P. Schultz and Jennifer A Schultz: Debtor · Outcome: Case closed 2011-03-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in WI (not a filing state)
Stephen D. Schultz, Jr. closed
United States Bankruptcy Court, S.D. New York · No. 10-36951 · Filed Jun 28, 2010 · Closed Sep 24, 2010
Role of Stephen D. Schultz, Jr.: Debtor · Outcome: Case closed 2010-09-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in NY (not a filing state)
Stephen L Schultz closed
United States Bankruptcy Court, M.D. Florida · No. 3:09-bk-07020 · Filed Aug 21, 2009 · Closed Mar 15, 2011
Role of Stephen L Schultz: Debtor · Outcome: Case closed 2011-03-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in FL (not a filing state)
Stephen W. Schultz closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 08-16679 · Filed Oct 11, 2008 · Closed Feb 10, 2009
Role of Stephen W. Schultz: Debtor · Outcome: Case closed 2009-02-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in PA (not a filing state)
Stephen A Schultz closed
United States Bankruptcy Court, S.D. Illinois · No. 08-32153 · Filed Sep 25, 2008 · Closed Feb 2, 2009
Role of Stephen A Schultz: Debtor · Outcome: Case closed 2009-02-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in IL (not a filing state)
Stephen G. Schultz closed
United States Bankruptcy Court, D. New Jersey · No. 08-13839 · Filed Mar 4, 2008 · Closed Dec 15, 2009
Role of Stephen G. Schultz: Debtor · Outcome: Case closed 2009-12-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in NJ (not a filing state)
Stephen M Schultz closed
United States Bankruptcy Court, E.D. Wisconsin · No. 07-28029 · Filed Oct 10, 2007 · Closed Jan 11, 2008
Role of Stephen M Schultz: Debtor · Outcome: Case closed 2008-01-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in WI (not a filing state)
Stephen G. Schultz closed
United States Bankruptcy Court, D. New Jersey · No. 04-38365 · Filed Sep 1, 2004 · Closed Dec 4, 2007
Role of Stephen G. Schultz: Debtor · Outcome: Case closed 2007-12-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in NJ (not a filing state)
Stephen D. Schultz closed
United States Bankruptcy Court, N.D. Ohio · No. 04-20223 · Filed Aug 10, 2004 · Closed Nov 18, 2004
Role of Stephen D. Schultz: Debtor · Outcome: Case closed 2004-11-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in OH (not a filing state)
Stephen Schultz closed
United States Bankruptcy Court, S.D. Georgia · No. 04-41616 · Filed May 26, 2004 · Closed Feb 3, 2010
Role of Stephen Schultz: Debtor · Outcome: Case closed 2010-02-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in GA (not a filing state)
Stephen R Schultz and Deborah S Haidet closed
United States Bankruptcy Court, S.D. Ohio · No. 3:03-bk-40599 · Filed Dec 8, 2003 · Closed Jul 1, 2004
Role of Stephen R Schultz and Deborah S Haidet: Debtor · Outcome: Case closed 2004-07-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in OH (not a filing state)
Stephen M Schultz and Frankie L Schultz closed
United States Bankruptcy Court, N.D. Ohio · No. 03-34207 · Filed May 30, 2003 · Closed Oct 21, 2003
Role of Stephen M Schultz and Frankie L Schultz: Debtor · Outcome: Case closed 2003-10-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in OH (not a filing state)
Stephen M. Schultz closed
United States Bankruptcy Court, W.D. Texas · No. 02-14241 · Filed Oct 22, 2002 · Closed Jan 29, 2003
Role of Stephen M. Schultz: Debtor · Outcome: Case closed 2003-01-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in TX (not a filing state)
STEPHEN SCHULTZ and CHRISTINE MARIE SCHULTZ closed
United States Bankruptcy Court, M.D. Tennessee · No. 3:02-bk-02653 · Filed Mar 4, 2002 · Closed Jun 20, 2002
Role of STEPHEN SCHULTZ and CHRISTINE MARIE SCHULTZ: Debtor · Outcome: Case closed 2002-06-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in TN (not a filing state)
Stephen L. Schultz and Amy R. Schultz closed
United States Bankruptcy Court, S.D. Georgia · No. 01-43442 · Filed Nov 13, 2001 · Closed Jul 28, 2004
Role of Stephen L. Schultz and Amy R. Schultz: Debtor · Outcome: Case closed 2004-07-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in GA (not a filing state)
Stephen C. Schultz closed
United States Bankruptcy Court, W.D. Wisconsin · No. 3-01-33310 · Filed Jun 4, 2001 · Closed Oct 3, 2001
Role of Stephen C. Schultz: Debtor · Outcome: Case closed 2001-10-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in WI (not a filing state)
Stephen W. Schultz and Carla L. Shultz closed
United States Bankruptcy Court, S.D. California · No. 01-05741 · Filed May 30, 2001 · Closed Sep 4, 2001
Role of Stephen W. Schultz and Carla L. Shultz: Debtor · Outcome: Case closed 2001-09-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (CA)
Stephen J. Schultz and Barbara L. Schultz closed
United States Bankruptcy Court, D. Maryland · No. 01-15966 · Filed May 7, 2001 · Closed Dec 31, 2002
Role of Stephen J. Schultz and Barbara L. Schultz: Debtor · Outcome: Case closed 2002-12-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in MD (not a filing state)
Stephen C Schultz closed
United States Bankruptcy Court, N.D. Illinois · No. 99-12027 · Filed Apr 15, 1999 · Closed Aug 9, 1999
Role of Stephen C Schultz: Debtor · Outcome: Case closed 1999-08-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in IL (not a filing state)
Stephen A. Schultz and Laura M. Schultz closed
United States Bankruptcy Court, E.D. Virginia · No. 98-28847 · Filed Dec 7, 1998 · Closed Mar 23, 1999
Role of Stephen A. Schultz and Laura M. Schultz: Debtor · Outcome: Case closed 1999-03-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in VA (not a filing state)
Stephen L. Schultz and Amy R. Schultz closed
United States Bankruptcy Court, S.D. Georgia · No. 97-43701 · Filed Dec 2, 1997 · Closed Jun 26, 2002
Role of Stephen L. Schultz and Amy R. Schultz: Debtor · Outcome: Case closed 2002-06-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in GA (not a filing state)
Stephen E Schultz closed
United States Bankruptcy Court, N.D. Illinois · No. 97-11241 · Filed Apr 14, 1997 · Closed Sep 10, 1997
Role of Stephen E Schultz: Debtor · Outcome: Case closed 1997-09-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in IL (not a filing state)
Stephen J. Schultz closed
United States Bankruptcy Court, E.D. Missouri · No. 96-47729 · Filed Sep 19, 1996 · Closed Jan 31, 1997
Role of Stephen J. Schultz: Debtor · Outcome: Case closed 1997-01-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in MO (not a filing state)
Stephen Schultz and Kathy Schultz closed
United States Bankruptcy Court, E.D. Michigan · No. 96-48992 · Filed Jul 9, 1996 · Closed Feb 6, 1997
Role of Stephen Schultz and Kathy Schultz: Debtor · Outcome: Case closed 1997-02-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in MI (not a filing state)
Stephen G Schultz closed
United States Bankruptcy Court, S.D. Texas · No. 95-47879 · Filed Oct 10, 1995 · Closed Mar 25, 1996
Role of Stephen G Schultz: Debtor · Outcome: Case closed 1996-03-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in TX (not a filing state)
Stephen D. Schultz and Alys R. Schultz closed
United States Bankruptcy Court, E.D. Virginia · No. 95-23565 · Filed Jul 13, 1995 · Closed Feb 26, 1999
Role of Stephen D. Schultz and Alys R. Schultz: Debtor · Outcome: Case closed 1999-02-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in VA (not a filing state)
Stephen G Schultz closed
United States Bankruptcy Court, S.D. Texas · No. 94-47988 · Filed Nov 22, 1994 · Closed Oct 31, 1995
Role of Stephen G Schultz: Debtor · Outcome: Case closed 1995-10-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in TX (not a filing state)
Stephen L Schultz closed
United States Bankruptcy Court, N.D. Illinois · No. 94-51471 · Filed Aug 12, 1994 · Closed Jun 19, 1998
Role of Stephen L Schultz: Debtor · Outcome: Case closed 1998-06-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in IL (not a filing state)
Stephen Schultz closed
United States Bankruptcy Court, N.D. Ohio · No. 91-14532 · Filed Jul 31, 1991 · Closed Mar 26, 1992
Role of Stephen Schultz: Debtor · Outcome: Case closed 1992-03-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in OH (not a filing state)
Stephen C. Schultz and Gwen R. Schultz closed
United States Bankruptcy Court, D. New Jersey · No. 90-10967 · Filed Apr 16, 1990 · Closed Nov 19, 1990
Role of Stephen C. Schultz and Gwen R. Schultz: Debtor · Outcome: Case closed 1990-11-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 54 federal dockets); 5 people with this name in Form D filings; court in NJ (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:56 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not 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

7 differences found between the filings for Stephen Schultz (compared 1 filing on Oct 24, 2026)

Note · Mar 16, 2022 – Jul 31, 2024

Offering amount changed between filings — Tallied Technologies Inc.

The Mar 16, 2022 filing says $14,387,482 offered; the Jul 31, 2024 Form D/A says $21,887,478.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Mar 1, 2022 – Jul 31, 2024

No amendment in the last 12 months on an offering that may still be open — Tallied Technologies Inc. (latest filing Jul 31, 2024)

The latest filing for this offering is dated Jul 31, 2024 (first sale Mar 1, 2022). It reports $18,887,478 sold of $21,887,478 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.

Sources
Note · May 31, 2023

Same name, different state: "Stephen Schultz" (TX) is a separate record

This page covers filings where the address state is CA. A separate record, "Stephen Schultz" with address state TX, is listed on 1 filing — most recently by Trice Technologies Inc. (May 31, 2023). The two records do not overlap in time: this page has one filing dated Jul 31, 2024; the other has one filing dated May 31, 2023.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Jan 31, 2018 – Feb 25, 2019

Same name, different state: "Stephen Schultz" (NY) is a separate record

This page covers filings where the address state is CA. A separate record, "Stephen Schultz" with address state NY, is listed on 2 filings — most recently by Tokenize Inc. (Feb 25, 2019). The two records do not overlap in time: this page has one filing dated Jul 31, 2024; the other runs Jan 31, 2018 to Feb 25, 2019.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Jun 7, 2017

Same name, different state: "Stephen Schultz" (VA) is a separate record

This page covers filings where the address state is CA. A separate record, "Stephen Schultz" with address state VA, is listed on 1 filing — most recently by Globalflyte, Inc. (Jun 7, 2017). The two records do not overlap in time: this page has one filing dated Jul 31, 2024; the other has one filing dated Jun 7, 2017.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Jan 26, 2016

Same name, different state: "Stephen Schultz" (MA) is a separate record

This page covers filings where the address state is CA. A separate record, "Stephen Schultz" with address state MA, is listed on 2 filings — most recently by Supporting Strategies Partners, LLC (Jan 26, 2016). The two records do not overlap in time: this page has one filing dated Jul 31, 2024; the other has one filing dated Jan 26, 2016.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Mar 16, 2022 – Jul 31, 2024

Address moved from New York, NY to San Ramon, CA — Tallied Technologies Inc.

The people listed on the Mar 16, 2022 filing give New York, NY; on the Jul 31, 2024 filing they give San Ramon, CA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

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. As of Oct 24, 2026.

5. Money to insiders

None reported on 1 offering — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 31, 2024 D/A
Tallied Technologies Inc.
File 021-437654
$0$0$0None listed on this filingEDGAR ↗

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 1

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

Other

Tallied Technologies Inc.

San Ramon, CA · Jul 31, 2024
  • Jul 31, 2024 · D/A · $18,887,478 sold of $21,887,478 · 17 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $18.9M from 17 investors (86% of the $21.9M target) as of the latest filing. Stephen is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other pages with the same name (4)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Stephen Schultz — MA, 2 issuers, Jan 26, 2016 → Jan 26, 2016 · no shared issuer
  • Stephen Schultz — VA, 1 issuer, Jun 7, 2017 → Jun 7, 2017 · no shared issuer
  • Stephen Schultz — NY, 1 issuer, Jan 31, 2018 → Feb 25, 2019 · no shared issuer
  • Stephen Schultz — TX, 1 issuer, May 31, 2023 → May 31, 2023 · no shared issuer

People around Stephen 2

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

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

Sunil Singh

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

Listed on the same filings as Stephen Schultz. Their page shows their other deals.

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

Stephanie Choo

Director · 1 shared filing (1 issuer) · also on 4 other issuers

Stephanie Choo is on 5 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

Same business address

10 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

None of the 1 issuer 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 none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Stephen Schultz 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 1 issuer this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Stephen Schultz is listed on: none on file. No website or social profile named in Tallied Technologies Inc.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #94,401 of 374,652 in line (14 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 (San Ramon, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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