PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 23, 2026, 11:03 PM ET

Sponsor Check › Sterling Office › Issuer

Sterling Office & Industrial Trust

Other · organized in NORTH DAKOTA · formed more than five years before filing · Fargo, ND · SEC CIK 1671359

Part of sponsor group: Sterling Office (5 issuers, 86 filings) · grouped because: shared people, same business address, similar issuer names · confidence 84% · Not the same sponsor? Request a correction

18Form D filings
$26,454,244max total sold reported
367investors (max reported)
2016–2026filing years
2new offerings, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer: May 26, 2026 · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

Not yet searched.

Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

Not yet searched.

Search queued. Results are added automatically; check back later or follow this page to be notified.

3. Bankruptcies

Not yet searched.

Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No public statement by this issuer has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known only from an approved profile claim or its Form ADV) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this issuer yet.

5. Money to insiders and sales commissions

0 of 9 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗May 26, 2026 D
File 021-585143
$0$0$0None listed on this filing
EDGAR ↗Feb 10, 2026 D
File 021-573138
$0$0$0None listed on this filing
EDGAR ↗Nov 4, 2025 D/A
File 021-265484
$0$0$0None listed on this filing
EDGAR ↗Apr 3, 2024 D/A
File 021-496717
$0$0$0None listed on this filing
EDGAR ↗Oct 26, 2021 D
File 021-418523
$0$0$0None listed on this filing
EDGAR ↗Jun 10, 2021 D
File 021-402388
$0$0$0None listed on this filing
EDGAR ↗Feb 1, 2018 D
File 021-304649
$0$0$0None listed on this filing
EDGAR ↗Jan 9, 2017 D
File 021-277979
$0$0$0None listed on this filing
EDGAR ↗Apr 7, 2016 D
File 021-260862
$0$0$0None listed on this filing

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

Property records 0 documents · 0 ownership records · not yet checked

0 recorded documents and 0 ownership records matched to Sterling Office & Industrial Trust in the sources searched.

Not found in sources searched (no on-demand check has run yet): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c); NYC PLUTO ownership via NYC Open Data (64uk-42ks); Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp); Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and ownership, refreshed monthly); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL, Harris County TX, Dallas County TX (assessor ownership and deed/sale records only); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:03 PM ET. Sources searched: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET · Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET · Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this issuer (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Counterparties that are not business entities are shown as "an individual (name withheld)"; residential addresses are never shown. Items still in human review are not shown.

Offerings (SEC Form D)

Each filing as reported by the issuer, newest first. Open a row for the full plain-English detail. D = original notice, D/A = amendment.

Offerings at a glance — 9 offerings, 18 filings (one row per SEC file number)
File no.Original Form DLatest filingAmendmentsOffered (latest)Sold (latest)Industry (latest)
021-585143May 26, 2026 EDGAR ↗May 26, 2026 D EDGAR ↗0$30,000,000$2,594,501REITS and Finance
021-573138Feb 10, 2026 EDGAR ↗Feb 10, 2026 D EDGAR ↗0$10,000,000$0REITS and Finance
021-496717Nov 7, 2023 EDGAR ↗Apr 3, 2024 D/A EDGAR ↗1
latest Apr 3, 2024
$22,000,000$14,895,144REITS and Finance
021-418523Oct 26, 2021 EDGAR ↗Oct 26, 2021 D EDGAR ↗0$15,000,000$576,518REITS and Finance
021-402388Jun 10, 2021 EDGAR ↗Jun 10, 2021 D EDGAR ↗0$11,400,000$8,287,358REITS and Finance
021-304649Feb 1, 2018 EDGAR ↗Feb 1, 2018 D EDGAR ↗0$15,000,000$0REITS and Finance
021-277979Jan 9, 2017 EDGAR ↗Jan 9, 2017 D EDGAR ↗0$15,000,000$755,000REITS and Finance
021-265484Jun 21, 2016 EDGAR ↗Nov 4, 2025 D/A EDGAR ↗8
latest Nov 4, 2025
Indefinite$26,454,244REITS and Finance
021-260862Apr 7, 2016 EDGAR ↗Apr 7, 2016 D EDGAR ↗0$10,800,000$40,995REITS and Finance

Offerings are grouped by SEC file number; rows without a file number (not yet retrieved from EDGAR) are shown as their own offering until the link is fetched.

May 26, 2026 D REITS and Finance — $2,594,501 sold of $30,000,000 · 2 investors EDGAR ↗
FilingForm D filed May 26, 2026
SEC file no. 021-585143 · accession 0001437749-26-018383
Raise progress$2,594,501 sold of $30,000,000 offered (9%) · $27,405,499 remaining · first sale May 21, 2026
Filing timingDate of first sale: May 21, 2026 · Form D filed: May 26, 2026 (5 days after first sale)
Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn.
Time since first sale156 days (0.4 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 23, 2026, 5:45 PM ET).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors2 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity
Entity detailsOrganized in NORTH DAKOTA · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryREITS and Finance
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byMichael P. Carlson, General Counsel (May 26, 2026)
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$1,000.
Offering size: $30,000,000. Typical range: $125,000–$125,000.
Investors: 2. Typical range: 124–125.
"Similar" = REITS and Finance, Rule 506(b). Based on 3,490 Form D filings 2021–2026 in the same industry and exemption (REITS and Finance, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,230, offering size 3,309, investors 3,154. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Feb 10, 2026 D REITS and Finance — $0 sold of $10,000,000 · 0 investors EDGAR ↗
FilingForm D filed Feb 10, 2026
SEC file no. 021-573138 · accession 0001437749-26-003624
Raise progress$0 sold of $10,000,000 offered (0%) · $10,000,000 remaining
Filing timingDate of first sale: Yet to occur · Form D filed: Feb 10, 2026
Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn.
Annual amendmentsIssuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 23, 2026, 5:45 PM ET).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors0 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity
Entity detailsOrganized in NORTH DAKOTA · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryREITS and Finance
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byMichael P. Carlson, General Counsel (Feb 9, 2026)
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$1,000.
Offering size: $10,000,000. Typical range: $125,000–$125,000.
Investors: 0. Typical range: 124–125.
"Similar" = REITS and Finance, Rule 506(b). Based on 3,490 Form D filings 2021–2026 in the same industry and exemption (REITS and Finance, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,230, offering size 3,309, investors 3,154. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Nov 4, 2025 D/A REITS and Finance — $26,454,244 sold of Indefinite · 270 investors EDGAR ↗
FilingForm D/A (amendment) filed Nov 4, 2025 · amends 0001437749-25-008240 ↗
SEC file no. 021-265484 · accession 0001437749-25-033028 · filing 9 of 9 in this offering
Raise progress$26,454,244 sold of Indefinite offered · Indefinite remaining · first sale Jul 15, 2016
Issuer's note: Item 14 has been adjusted and now reflects the correct number of investors per historical clerical error.
Filing timingDate of first sale: Jul 15, 2016 · Original Form D filed: Jun 21, 2016 (24 days before first sale) · This amendment (Form D/A) filed: Nov 4, 2025
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale3,753 days (10.3 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Nov 4, 2025. Most recent amendment for this offering in our index: this filing, Nov 4, 2025.
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors270 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity
Entity detailsOrganized in NORTH DAKOTA · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryREITS and Finance
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byMichael P. Carlson, General Counsel (Nov 4, 2025)
Changes vs previous filing
  • total sold: $21,777,098 (Mar 18, 2025) → $26,454,244 (Nov 4, 2025)
  • investors: 367 (Mar 18, 2025) → 270 (Nov 4, 2025)
  • related persons added (Nov 4, 2025): Wilbur D. Wright
  • related persons no longer listed (Nov 4, 2025): Daniel M. Wilson, Wilber D. Wright
Compared with the D/A filed Mar 18, 2025 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$1,000.
Offering size: Indefinite. Typical range: $125,000–$125,000.
Investors: 270. Typical range: 124–125.
"Similar" = REITS and Finance, Rule 506(b). Based on 3,490 Form D filings 2021–2026 in the same industry and exemption (REITS and Finance, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,230, offering size 3,309, investors 3,154. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Mar 18, 2025 D/A REITS and Finance — $21,777,098 sold of Indefinite · 367 investors EDGAR ↗
FilingForm D/A (amendment) filed Mar 18, 2025 · amends 0001437749-24-010879 ↗
SEC file no. 021-265484 · accession 0001437749-25-008240 · filing 8 of 9 in this offering
Raise progress$21,777,098 sold of Indefinite offered · Indefinite remaining · first sale Jul 15, 2016
Issuer's note: Item (b) has been adjusted to reflect the correct amount sold per historical clerical error.
Filing timingDate of first sale: Jul 15, 2016 · Original Form D filed: Jun 21, 2016 (24 days before first sale) · This amendment (Form D/A) filed: Mar 18, 2025
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale3,753 days (10.3 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Mar 18, 2025. Most recent amendment for this offering in our index: Nov 4, 2025 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors367 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity
Entity detailsOrganized in NORTH DAKOTA · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryREITS and Finance
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byMichael P. Carlson, General Counsel (Mar 18, 2025)
Changes vs previous filing
  • total sold: $24,129,754 (Apr 3, 2024) → $21,777,098 (Mar 18, 2025)
  • total offering: $36,480,000 (Apr 3, 2024) → Indefinite (Mar 18, 2025)
  • remaining: $12,350,246 (Apr 3, 2024) → Indefinite (Mar 18, 2025)
  • investors: 282 (Apr 3, 2024) → 367 (Mar 18, 2025)
  • related persons added (Mar 18, 2025): Megan E. Schreiner, Wilber D. Wright, David F. Perkins, Luke B. Swenson
  • related persons no longer listed (Mar 18, 2025): Wilbur D. Wright
Compared with the D/A filed Apr 3, 2024 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$1,000.
Offering size: Indefinite. Typical range: $125,000–$125,000.
Investors: 367. Typical range: 124–125.
"Similar" = REITS and Finance, Rule 506(b). Based on 3,490 Form D filings 2021–2026 in the same industry and exemption (REITS and Finance, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,230, offering size 3,309, investors 3,154. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Apr 3, 2024 D/A REITS and Finance — $24,129,754 sold of $36,480,000 · 282 investors EDGAR ↗
FilingForm D/A (amendment) filed Apr 3, 2024 · amends 0001437749-23-008818 ↗
SEC file no. 021-265484 · accession 0001437749-24-010879 · filing 7 of 9 in this offering
Raise progress$24,129,754 sold of $36,480,000 offered (66%) · $12,350,246 remaining · first sale Jul 15, 2016
Issuer's note: Total Offering Amount is based on a purchase price per Common Share for dividend reinvestment of $11.40, and may change in the future.
Filing timingDate of first sale: Jul 15, 2016 · Original Form D filed: Jun 21, 2016 (24 days before first sale) · This amendment (Form D/A) filed: Apr 3, 2024
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale3,753 days (10.3 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Apr 3, 2024. Most recent amendment for this offering in our index: Nov 4, 2025 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors282 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity
Entity detailsOrganized in NORTH DAKOTA · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryREITS and Finance
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byMichael P. Carlson, General Counsel (Apr 3, 2024)
Changes vs previous filing
  • total sold: $21,649,626 (Mar 31, 2023) → $24,129,754 (Apr 3, 2024)
  • remaining: $14,830,374 (Mar 31, 2023) → $12,350,246 (Apr 3, 2024)
  • investors: 251 (Mar 31, 2023) → 282 (Apr 3, 2024)
  • related persons no longer listed (Apr 3, 2024): Damon K. Gleave
Compared with the D/A filed Mar 31, 2023 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$1,000.
Offering size: $36,480,000. Typical range: $125,000–$125,000.
Investors: 282. Typical range: 124–125.
"Similar" = REITS and Finance, Rule 506(b). Based on 3,490 Form D filings 2021–2026 in the same industry and exemption (REITS and Finance, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,230, offering size 3,309, investors 3,154. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Apr 3, 2024 D/A REITS and Finance — $14,895,144 sold of $22,000,000 · 115 investors EDGAR ↗
FilingForm D/A (amendment) filed Apr 3, 2024 · amends 0001437749-23-030626 ↗
SEC file no. 021-496717 · accession 0001437749-24-010878 · filing 2 of 2 in this offering
Raise progress$14,895,144 sold of $22,000,000 offered (68%) · $7,104,856 remaining · first sale Oct 24, 2023
Filing timingDate of first sale: Oct 24, 2023 · Original Form D filed: Nov 7, 2023 (14 days after first sale) · This amendment (Form D/A) filed: Apr 3, 2024
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale1,096 days (3.0 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Apr 3, 2024. Most recent amendment for this offering in our index: this filing, Apr 3, 2024.
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors115 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity
Entity detailsOrganized in NORTH DAKOTA · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryREITS and Finance
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byMichael P. Carlson, General Counsel (Apr 3, 2024)
Changes vs previous filing
  • total sold: $4,374,132 (Nov 7, 2023) → $14,895,144 (Apr 3, 2024)
  • remaining: $17,625,868 (Nov 7, 2023) → $7,104,856 (Apr 3, 2024)
  • investors: 30 (Nov 7, 2023) → 115 (Apr 3, 2024)
  • related persons no longer listed (Apr 3, 2024): Damon K. Gleave
Compared with the D filed Nov 7, 2023 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$1,000.
Offering size: $22,000,000. Typical range: $125,000–$125,000.
Investors: 115. Typical range: 124–125.
"Similar" = REITS and Finance, Rule 506(b). Based on 3,490 Form D filings 2021–2026 in the same industry and exemption (REITS and Finance, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,230, offering size 3,309, investors 3,154. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Nov 7, 2023 D REITS and Finance — $4,374,132 sold of $22,000,000 · 30 investors EDGAR ↗
FilingForm D filed Nov 7, 2023
SEC file no. 021-496717 · accession 0001437749-23-030626 · filing 1 of 2 in this offering
Raise progress$4,374,132 sold of $22,000,000 offered (20%) · $17,625,868 remaining · first sale Oct 24, 2023
Filing timingDate of first sale: Oct 24, 2023 · Form D filed: Nov 7, 2023 (14 days after first sale)
Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn.
Time since first sale1,096 days (3.0 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. Most recent amendment for this offering in our index: Apr 3, 2024 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors30 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity
Entity detailsOrganized in NORTH DAKOTA · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryREITS and Finance
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byDamon K. Gleave, Chief Financial Officer (Nov 7, 2023)
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$1,000.
Offering size: $22,000,000. Typical range: $125,000–$125,000.
Investors: 30. Typical range: 124–125.
"Similar" = REITS and Finance, Rule 506(b). Based on 3,490 Form D filings 2021–2026 in the same industry and exemption (REITS and Finance, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,230, offering size 3,309, investors 3,154. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Mar 31, 2023 D/A REITS and Finance — $21,649,626 sold of $36,480,000 · 251 investors EDGAR ↗
FilingForm D/A (amendment) filed Mar 31, 2023 · amends 0001437749-22-025176 ↗
SEC file no. 021-265484 · accession 0001437749-23-008818 · filing 6 of 9 in this offering
Raise progress$21,649,626 sold of $36,480,000 offered (59%) · $14,830,374 remaining · first sale Jul 15, 2016
Issuer's note: Total Offering Amount is based on a purchase price per Common Share for dividend reinvestment of $11.40, and may change in the future.
Filing timingDate of first sale: Jul 15, 2016 · Original Form D filed: Jun 21, 2016 (24 days before first sale) · This amendment (Form D/A) filed: Mar 31, 2023
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale3,753 days (10.3 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Mar 31, 2023. Most recent amendment for this offering in our index: Nov 4, 2025 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors251 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity
Entity detailsOrganized in NORTH DAKOTA · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryREITS and Finance
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byDamon K. Gleave, Chief Financial Officer (Mar 31, 2023)
Changes vs previous filing
  • total sold: $9,431,564 (Oct 31, 2022) → $21,649,626 (Mar 31, 2023)
  • total offering: $11,400,000 (Oct 31, 2022) → $36,480,000 (Mar 31, 2023)
  • remaining: $1,968,436 (Oct 31, 2022) → $14,830,374 (Mar 31, 2023)
  • related persons added (Mar 31, 2023): Michael P. Carlson
  • related persons no longer listed (Mar 31, 2023): Wayne W. Carlson
Compared with the D/A filed Oct 31, 2022 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$1,000.
Offering size: $36,480,000. Typical range: $125,000–$125,000.
Investors: 251. Typical range: 124–125.
"Similar" = REITS and Finance, Rule 506(b). Based on 3,490 Form D filings 2021–2026 in the same industry and exemption (REITS and Finance, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,230, offering size 3,309, investors 3,154. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Oct 31, 2022 D/A REITS and Finance — $9,431,564 sold of $11,400,000 · 251 investors EDGAR ↗
FilingForm D/A (amendment) filed Oct 31, 2022 · amends 0001437749-22-008390 ↗
SEC file no. 021-265484 · accession 0001437749-22-025176 · filing 5 of 9 in this offering
Raise progress$9,431,564 sold of $11,400,000 offered (83%) · $1,968,436 remaining · first sale Jul 15, 2016
Issuer's note: Total Offering Amount is based on a purchase price per Common Share for dividend reinvestment of $10.925, and may change in the future.
Filing timingDate of first sale: Jul 15, 2016 · Original Form D filed: Jun 21, 2016 (24 days before first sale) · This amendment (Form D/A) filed: Oct 31, 2022
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale3,753 days (10.3 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Oct 31, 2022. Most recent amendment for this offering in our index: Nov 4, 2025 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors251 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity
Entity detailsOrganized in NORTH DAKOTA · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryREITS and Finance
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byDamon K. Gleave, Chief Financial Officer (Oct 31, 2022)
Changes vs previous filing
  • total sold: $9,425,371 (Apr 6, 2022) → $9,431,564 (Oct 31, 2022)
  • remaining: $1,974,629 (Apr 6, 2022) → $1,968,436 (Oct 31, 2022)
  • related persons added (Oct 31, 2022): Erica J. Chaffee
Compared with the D/A filed Apr 6, 2022 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$1,000.
Offering size: $11,400,000. Typical range: $125,000–$125,000.
Investors: 251. Typical range: 124–125.
"Similar" = REITS and Finance, Rule 506(b). Based on 3,490 Form D filings 2021–2026 in the same industry and exemption (REITS and Finance, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,230, offering size 3,309, investors 3,154. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Apr 6, 2022 D/A REITS and Finance — $9,425,371 sold of $11,400,000 · 251 investors EDGAR ↗
FilingForm D/A (amendment) filed Apr 6, 2022 · amends 0001671359-20-000001 ↗
SEC file no. 021-265484 · accession 0001437749-22-008390 · filing 4 of 9 in this offering
Raise progress$9,425,371 sold of $11,400,000 offered (83%) · $1,974,629 remaining · first sale Jul 15, 2016
Issuer's note: Total Offering Amount is based on a purchase price per Common Share for dividend reinvestment of $10.925, and may change in the future. The Form D filed 6-10-21 (Acc. 0001671359-21-000001) should have been filed as an amendment to the 6-11-20 filing.
Filing timingDate of first sale: Jul 15, 2016 · Original Form D filed: Jun 21, 2016 (24 days before first sale) · This amendment (Form D/A) filed: Apr 6, 2022
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale3,753 days (10.3 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Apr 6, 2022. Most recent amendment for this offering in our index: Nov 4, 2025 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors251 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity
Entity detailsOrganized in NORTH DAKOTA · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryREITS and Finance
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byDamon K. Gleave, Chief Financial Officer (Apr 5, 2022)
Changes vs previous filing
  • total sold: $5,411,423 (Jun 11, 2020) → $9,425,371 (Apr 6, 2022)
  • remaining: $5,988,577 (Jun 11, 2020) → $1,974,629 (Apr 6, 2022)
  • investors: 228 (Jun 11, 2020) → 251 (Apr 6, 2022)
  • minimum investment: $2 (Jun 11, 2020) → $0 as filed (no minimum reported) (Apr 6, 2022)
  • related persons added (Apr 6, 2022): Wayne W. Carlson, Damon K. Gleave
  • related persons no longer listed (Apr 6, 2022): ERICA J. CHAFFEE, RYAN M. DOWNS
Compared with the D/A filed Jun 11, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$1,000.
Offering size: $11,400,000. Typical range: $125,000–$125,000.
Investors: 251. Typical range: 124–125.
"Similar" = REITS and Finance, Rule 506(b). Based on 3,490 Form D filings 2021–2026 in the same industry and exemption (REITS and Finance, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,230, offering size 3,309, investors 3,154. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Oct 26, 2021 D REITS and Finance — $576,518 sold of $15,000,000 · 3 investors EDGAR ↗
FilingForm D filed Oct 26, 2021
SEC file no. 021-418523 · accession 0001671359-21-000002
Raise progress$576,518 sold of $15,000,000 offered (4%) · $14,423,482 remaining · first sale Oct 20, 2021
Issuer's note: Option to increase maximum dollar amount of the offering by up to an additional $1,500,000.
Filing timingDate of first sale: Oct 20, 2021 · Form D filed: Oct 26, 2021 (6 days after first sale)
Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn.
Time since first sale1,830 days (5.0 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 23, 2026, 5:45 PM ET).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors3 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$2,507
Securities offeredEquity
Entity detailsOrganized in NORTH DAKOTA · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryREITS and Finance
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byJoel S. Thomsen, President (Oct 26, 2021)
Market contextMinimum investment: $2,507. Typical range for similar offerings: $1,000–$1,000.
Offering size: $15,000,000. Typical range: $125,000–$125,000.
Investors: 3. Typical range: 124–125.
"Similar" = REITS and Finance, Rule 506(b). Based on 3,490 Form D filings 2021–2026 in the same industry and exemption (REITS and Finance, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,230, offering size 3,309, investors 3,154. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Jun 10, 2021 D REITS and Finance — $8,287,358 sold of $11,400,000 · 217 investors EDGAR ↗
FilingForm D filed Jun 10, 2021
SEC file no. 021-402388 · accession 0001671359-21-000001
Raise progress$8,287,358 sold of $11,400,000 offered (73%) · $3,112,642 remaining · first sale Jul 15, 2016
Issuer's note: Offering amount is based on a purchase price per Common Share for dividend reinvestment of $9.7375. Purchase price per Common Share for dividend reinvestment may change in the future.
Filing timingDate of first sale: Jul 15, 2016 · Form D filed: Jun 10, 2021 (1791 days after first sale)
Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn.
Time since first sale3,753 days (10.3 years)
Annual amendmentsIssuer reported the offering may last more than one year. No amendment for this offering in our index (filings 2008 → Oct 23, 2026, 5:45 PM ET).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors217 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$2
Securities offeredEquity
Entity detailsOrganized in NORTH DAKOTA · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryREITS and Finance
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byJoel S. Thomsen, President (Jun 10, 2021)
Market contextMinimum investment: $2. Typical range for similar offerings: $1,000–$1,000.
Offering size: $11,400,000. Typical range: $125,000–$125,000.
Investors: 217. Typical range: 124–125.
"Similar" = REITS and Finance, Rule 506(b). Based on 3,490 Form D filings 2021–2026 in the same industry and exemption (REITS and Finance, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,230, offering size 3,309, investors 3,154. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Jun 11, 2020 D/A REITS and Finance — $5,411,423 sold of $11,400,000 · 228 investors EDGAR ↗
FilingForm D/A (amendment) filed Jun 11, 2020 · amends 0001671359-19-000001 ↗
SEC file no. 021-265484 · accession 0001671359-20-000001 · filing 3 of 9 in this offering
Raise progress$5,411,423 sold of $11,400,000 offered (47%) · $5,988,577 remaining · first sale Jul 15, 2016
Issuer's note: Offering amount is based on a purchase price per Common Share for dividend reinvestment of $9.7375. Purchase price per Common Share for dividend reinvestment may change in the future.
Filing timingDate of first sale: Jul 15, 2016 · Original Form D filed: Jun 21, 2016 (24 days before first sale) · This amendment (Form D/A) filed: Jun 11, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale3,753 days (10.3 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Jun 11, 2020. Most recent amendment for this offering in our index: Nov 4, 2025 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors228 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$2
Securities offeredEquity
Entity detailsOrganized in NORTH DAKOTA · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryREITS and Finance
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byRyan M. Downs, President (Jun 11, 2020)
Changes vs previous filing
  • total sold: $3,857,031 (Jun 11, 2019) → $5,411,423 (Jun 11, 2020)
  • remaining: $7,542,969 (Jun 11, 2019) → $5,988,577 (Jun 11, 2020)
  • investors: 230 (Jun 11, 2019) → 228 (Jun 11, 2020)
Compared with the D/A filed Jun 11, 2019 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $2. Typical range for similar offerings: $1,000–$1,000.
Offering size: $11,400,000. Typical range: $125,000–$125,000.
Investors: 228. Typical range: 124–125.
"Similar" = REITS and Finance, Rule 506(b). Based on 3,490 Form D filings 2021–2026 in the same industry and exemption (REITS and Finance, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,230, offering size 3,309, investors 3,154. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Jun 11, 2019 D/A REITS and Finance — $3,857,031 sold of $11,400,000 · 230 investors EDGAR ↗
FilingForm D/A (amendment) filed Jun 11, 2019 · amends 0001671359-16-000002 ↗
SEC file no. 021-265484 · accession 0001671359-19-000001 · filing 2 of 9 in this offering
Raise progress$3,857,031 sold of $11,400,000 offered (34%) · $7,542,969 remaining · first sale Jul 15, 2016
Issuer's note: Offering amount is based on a purchase price per Common Share for dividend reinvestment of $9.7375. Purchase price per Common Share for dividend reinvestment may change in the future.
Filing timingDate of first sale: Jul 15, 2016 · Original Form D filed: Jun 21, 2016 (24 days before first sale) · This amendment (Form D/A) filed: Jun 11, 2019
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale3,753 days (10.3 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Jun 11, 2019. Most recent amendment for this offering in our index: Nov 4, 2025 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors230 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$2
Securities offeredEquity
Entity detailsOrganized in NORTH DAKOTA · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryREITS and Finance
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byRyan M. Downs, President (Jun 5, 2019)
Changes vs previous filing
  • total sold: $0 (Jun 21, 2016) → $3,857,031 (Jun 11, 2019)
  • remaining: $11,400,000 (Jun 21, 2016) → $7,542,969 (Jun 11, 2019)
  • investors: 0 (Jun 21, 2016) → 230 (Jun 11, 2019)
  • date of first sale: Yet to occur (Jun 21, 2016) → Jul 15, 2016 (Jun 11, 2019)
  • related persons added (Jun 11, 2019): RYAN M. DOWNS, ERICA J. CHAFFEE, RUP S. NAGALA
  • related persons no longer listed (Jun 11, 2019): RICHARD S. SAVAGEAU, BRADLEY J. SWENSON, ANGIE D. STOCK
Compared with the D filed Jun 21, 2016 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $2. Typical range for similar offerings: $1,000–$1,000.
Offering size: $11,400,000. Typical range: $125,000–$125,000.
Investors: 230. Typical range: 124–125.
"Similar" = REITS and Finance, Rule 506(b). Based on 3,490 Form D filings 2021–2026 in the same industry and exemption (REITS and Finance, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,230, offering size 3,309, investors 3,154. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Feb 1, 2018 D REITS and Finance — $0 sold of $15,000,000 · 0 investors EDGAR ↗
FilingForm D filed Feb 1, 2018
SEC file no. 021-304649 · accession 0001671359-18-000001
Raise progress$0 sold of $15,000,000 offered (0%) · $15,000,000 remaining
Filing timingDate of first sale: Yet to occur · Form D filed: Feb 1, 2018
Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn.
Annual amendmentsIssuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 23, 2026, 5:45 PM ET).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors0 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$2,583
Securities offeredEquity
Entity detailsOrganized in NORTH DAKOTA · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryREITS and Finance
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byRyan M. Downs, President (Feb 1, 2018)
Market contextMinimum investment: $2,583. Typical range for similar offerings: $1,000–$1,000.
Offering size: $15,000,000. Typical range: $125,000–$125,000.
Investors: 0. Typical range: 124–125.
"Similar" = REITS and Finance, Rule 506(b). Based on 3,490 Form D filings 2021–2026 in the same industry and exemption (REITS and Finance, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,230, offering size 3,309, investors 3,154. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Jan 9, 2017 D REITS and Finance — $755,000 sold of $15,000,000 · 5 investors EDGAR ↗
FilingForm D filed Jan 9, 2017
SEC file no. 021-277979 · accession 0001671359-17-000001
Raise progress$755,000 sold of $15,000,000 offered (5%) · $14,245,000 remaining · first sale Jan 3, 2017
Filing timingDate of first sale: Jan 3, 2017 · Form D filed: Jan 9, 2017 (6 days after first sale)
Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn.
Time since first sale3,581 days (9.8 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 23, 2026, 5:45 PM ET).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors5 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$2,500
Securities offeredEquity
Entity detailsOrganized in NORTH DAKOTA · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryREITS and Finance
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byBradley J. Swenson, President (Jan 9, 2017)
Market contextMinimum investment: $2,500. Typical range for similar offerings: $1,000–$1,000.
Offering size: $15,000,000. Typical range: $125,000–$125,000.
Investors: 5. Typical range: 124–125.
"Similar" = REITS and Finance, Rule 506(b). Based on 3,490 Form D filings 2021–2026 in the same industry and exemption (REITS and Finance, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,230, offering size 3,309, investors 3,154. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Jun 21, 2016 D REITS and Finance — $0 sold of $11,400,000 · 0 investors EDGAR ↗
FilingForm D filed Jun 21, 2016
SEC file no. 021-265484 · accession 0001671359-16-000002 · filing 1 of 9 in this offering
Raise progress$0 sold of $11,400,000 offered (0%) · $11,400,000 remaining
Issuer's note: Offering amount is based on a purchase price per Common Share for dividend reinvestment of $9.50. Purchase price per Common Share for dividend reinvestment may change in the future.
Filing timingDate of first sale: Yet to occur · Form D filed: Jun 21, 2016
Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn.
Annual amendmentsIssuer reported the offering may last more than one year. Most recent amendment for this offering in our index: Nov 4, 2025 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors0 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$2
Securities offeredEquity
Entity detailsOrganized in NORTH DAKOTA · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryREITS and Finance
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byBradley J. Swenson, President (Jun 21, 2016)
Market contextMinimum investment: $2. Typical range for similar offerings: $1,000–$1,000.
Offering size: $11,400,000. Typical range: $125,000–$125,000.
Investors: 0. Typical range: 124–125.
"Similar" = REITS and Finance, Rule 506(b). Based on 3,490 Form D filings 2021–2026 in the same industry and exemption (REITS and Finance, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,230, offering size 3,309, investors 3,154. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Apr 7, 2016 D REITS and Finance — $40,995 sold of $10,800,000 · 7 investors EDGAR ↗
FilingForm D filed Apr 7, 2016
SEC file no. 021-260862 · accession 0001671359-16-000001
Raise progress$40,995 sold of $10,800,000 offered (0%) · $10,759,005 remaining · first sale Apr 1, 2016
Filing timingDate of first sale: Apr 1, 2016 · Form D filed: Apr 7, 2016 (6 days after first sale)
Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn.
Time since first sale3,858 days (10.6 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 23, 2026, 5:45 PM ET).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors7 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$2,520
Securities offeredEquity
Entity detailsOrganized in NORTH DAKOTA · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryREITS and Finance
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Signed byBradley J. Swenson, President (Apr 7, 2016)
Market contextMinimum investment: $2,520. Typical range for similar offerings: $1,000–$1,000.
Offering size: $10,800,000. Typical range: $125,000–$125,000.
Investors: 7. Typical range: 124–125.
"Similar" = REITS and Finance, Rule 506(b). Based on 3,490 Form D filings 2021–2026 in the same industry and exemption (REITS and Finance, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,230, offering size 3,309, investors 3,154. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Amendment history — 9 amendments on this page, each compared with the filing before it in the same offering
Amendment filedFile no.Compared withWhat changed (both values as filed)
Nov 4, 2025 EDGAR ↗021-265484Mar 18, 2025 D/Atotal sold: $21,777,098 (Mar 18, 2025) → $26,454,244 (Nov 4, 2025) · investors: 367 (Mar 18, 2025) → 270 (Nov 4, 2025) · related persons added (Nov 4, 2025): Wilbur D. Wright · and 1 more (open the filing above)
Mar 18, 2025 EDGAR ↗021-265484Apr 3, 2024 D/Atotal sold: $24,129,754 (Apr 3, 2024) → $21,777,098 (Mar 18, 2025) · total offering: $36,480,000 (Apr 3, 2024) → Indefinite (Mar 18, 2025) · remaining: $12,350,246 (Apr 3, 2024) → Indefinite (Mar 18, 2025) · and 3 more (open the filing above)
Apr 3, 2024 EDGAR ↗021-265484Mar 31, 2023 D/Atotal sold: $21,649,626 (Mar 31, 2023) → $24,129,754 (Apr 3, 2024) · remaining: $14,830,374 (Mar 31, 2023) → $12,350,246 (Apr 3, 2024) · investors: 251 (Mar 31, 2023) → 282 (Apr 3, 2024) · and 1 more (open the filing above)
Apr 3, 2024 EDGAR ↗021-496717Nov 7, 2023 Dtotal sold: $4,374,132 (Nov 7, 2023) → $14,895,144 (Apr 3, 2024) · remaining: $17,625,868 (Nov 7, 2023) → $7,104,856 (Apr 3, 2024) · investors: 30 (Nov 7, 2023) → 115 (Apr 3, 2024) · and 1 more (open the filing above)
Mar 31, 2023 EDGAR ↗021-265484Oct 31, 2022 D/Atotal sold: $9,431,564 (Oct 31, 2022) → $21,649,626 (Mar 31, 2023) · total offering: $11,400,000 (Oct 31, 2022) → $36,480,000 (Mar 31, 2023) · remaining: $1,968,436 (Oct 31, 2022) → $14,830,374 (Mar 31, 2023) · and 2 more (open the filing above)
Oct 31, 2022 EDGAR ↗021-265484Apr 6, 2022 D/Atotal sold: $9,425,371 (Apr 6, 2022) → $9,431,564 (Oct 31, 2022) · remaining: $1,974,629 (Apr 6, 2022) → $1,968,436 (Oct 31, 2022) · related persons added (Oct 31, 2022): Erica J. Chaffee
Apr 6, 2022 EDGAR ↗021-265484Jun 11, 2020 D/Atotal sold: $5,411,423 (Jun 11, 2020) → $9,425,371 (Apr 6, 2022) · remaining: $5,988,577 (Jun 11, 2020) → $1,974,629 (Apr 6, 2022) · investors: 228 (Jun 11, 2020) → 251 (Apr 6, 2022) · and 3 more (open the filing above)
Jun 11, 2020 EDGAR ↗021-265484Jun 11, 2019 D/Atotal sold: $3,857,031 (Jun 11, 2019) → $5,411,423 (Jun 11, 2020) · remaining: $7,542,969 (Jun 11, 2019) → $5,988,577 (Jun 11, 2020) · investors: 230 (Jun 11, 2019) → 228 (Jun 11, 2020)
Jun 11, 2019 EDGAR ↗021-265484Jun 21, 2016 Dtotal sold: $0 (Jun 21, 2016) → $3,857,031 (Jun 11, 2019) · remaining: $11,400,000 (Jun 21, 2016) → $7,542,969 (Jun 11, 2019) · investors: 0 (Jun 21, 2016) → 230 (Jun 11, 2019) · and 3 more (open the filing above)

Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Values as filed; no conclusion is drawn.

All Form D filings for this CIK on SEC EDGAR ↗. History: 2 new offerings in the last 12 months (new offering = a Form D that is not an amendment) · most recent filing May 26, 2026. Industry as reported, by offering: All 9 offerings reported: REITS and Finance (2016–2026).

Key people (related persons as listed on Form D)

NameRelationshipAddress stateOn filings (first → last)Also listed on
David F. PerkinsExecutive OfficerNDMar 18, 2025 → May 26, 2026
on 4 of 18 filings
listed on the latest filing
3 other issuers
Erica J. Chaffee
also filed as ERICA J. CHAFFEE
Director, Executive Officer
Issuer's note: Chief Financial Officer and Treasurer
NDJun 11, 2019 → May 26, 2026
on 13 of 18 filings
listed on the latest filing
3 other issuers
James S. Wieland
also filed as JAMES S. WIELAND
Director
Issuer's note: TRUSTEE
NDApr 7, 2016 → May 26, 2026
on 18 of 18 filings
listed on the latest filing
3 other issuers
Joel S. Thomsen
also filed as JOEL S. THOMSEN
Director, Executive Officer
Issuer's note: President and Chief Investment Officer
NDApr 7, 2016 → May 26, 2026
on 18 of 18 filings
listed on the latest filing
3 other issuers
Kenneth P. Regan
also filed as KENNETH P. REGAN
Executive Officer, Director
Issuer's note: Chief Executive Officer and Trustee
NDApr 7, 2016 → May 26, 2026
on 18 of 18 filings
listed on the latest filing
3 other issuers
Lance R. Wolf
also filed as LANCE R. WOLF
Director
Issuer's note: TRUSTEE
NDApr 7, 2016 → May 26, 2026
on 18 of 18 filings
listed on the latest filing
3 other issuers
Luke B. SwensonExecutive Officer, DirectorNDMar 18, 2025 → May 26, 2026
on 4 of 18 filings
listed on the latest filing
3 other issuers
Megan E. SchreinerExecutive OfficerNDMar 18, 2025 → May 26, 2026
on 4 of 18 filings
listed on the latest filing
3 other issuers
Michael P. CarlsonExecutive OfficerNDMar 31, 2023 → May 26, 2026
on 8 of 18 filings
listed on the latest filing
3 other issuers
Rup K. Nagala
also filed as RUP K. NAGALA
Director
Issuer's note: TRUSTEE
NDFeb 1, 2018 → May 26, 2026
on 10 of 18 filings
listed on the latest filing
1 other issuer
Timothy L. Haugen
also filed as TIMOTHY L. HAUGEN
Director
Issuer's note: TRUSTEE
NDApr 7, 2016 → May 26, 2026
on 18 of 18 filings
listed on the latest filing
3 other issuers
Wilbur D. Wright
also filed as WILBUR D. WRIGHT
Director
Issuer's note: TRUSTEE
NDApr 7, 2016 → May 26, 2026
on 17 of 18 filings
listed on the latest filing
1 other issuer
DANIEL M. WILSON
also filed as Daniel M. Wilson
Director
Issuer's note: TRUSTEE
NDApr 7, 2016 → Mar 18, 2025
on 15 of 18 filings
not listed on the latest filing (May 26, 2026)
1 other issuer
Wilber D. WrightDirectorNDMar 18, 2025
on 1 of 18 filings
not listed on the latest filing (May 26, 2026)
—
Damon K. GleaveExecutive OfficerNDApr 6, 2022 → Nov 7, 2023
on 4 of 18 filings
not listed on the latest filing (May 26, 2026)
3 other issuers
Rup L. NagalaDirectorNDApr 6, 2022 → Oct 31, 2022
on 2 of 18 filings
not listed on the latest filing (May 26, 2026)
1 other issuer
Wayne W. CarlsonExecutive OfficerNDApr 6, 2022 → Oct 31, 2022
on 2 of 18 filings
not listed on the latest filing (May 26, 2026)
3 other issuers
Wayne C. CarlsonExecutive Officer
Issuer's note: General Counsel and Secretary
NDJun 10, 2021 → Oct 26, 2021
on 2 of 18 filings
not listed on the latest filing (May 26, 2026)
1 other issuer
RUP S. NAGALADirector
Issuer's note: TRUSTEE
NDJun 11, 2019 → Jun 10, 2021
on 3 of 18 filings
not listed on the latest filing (May 26, 2026)
1 other issuer
RYAN M. DOWNSExecutive OfficerNDFeb 1, 2018 → Jun 11, 2020
on 3 of 18 filings
not listed on the latest filing (May 26, 2026)
3 other issuers
ANGIE D. STOCKExecutive OfficerNDApr 7, 2016 → Feb 1, 2018
on 4 of 18 filings
not listed on the latest filing (May 26, 2026)
3 other issuers
Bradley J Swenson
also filed as BRADLEY J. SWENSON
Executive OfficerNDApr 7, 2016 → Jan 9, 2017
on 3 of 18 filings
not listed on the latest filing (May 26, 2026)
3 other issuers
RICHARD S. SAVAGEAUDirectorNDApr 7, 2016 → Jan 9, 2017
on 3 of 18 filings
not listed on the latest filing (May 26, 2026)
1 other issuer

Executive officers, directors and promoters as self-reported by the issuer; spelling variants of one person are merged. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.

Connections

Other issuers listing the same people (showing 40 of 52):

Shared address: this business address appears on filings for 3 other issuers. Stated as a count only (suite numbers ignored) — many addresses are shared office buildings or registered agents. As of Oct 23, 2026, 5:45 PM ET.

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.

Adviser registration (Form ADV)

Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.

Public profiles

Public profiles official links and public statements, each with its source and date

Not yet collected.

Sources to be searched: sponsor website, Internet Archive, press index (GDELT), Form ADV. A sponsor's website is known only from an approved profile claim or the issuer's own Form ADV; we never look it up elsewhere and never collect personal or family accounts.

Entity standing: not checked (no official programmatic source for ND yet).

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Filing-to-filing changes are in Amendment history above.

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