Form D · Retailing

BERGEYS, INC.

Souderton, PA · CIK 0001345560

Offering snapshot reported Jun 13, 2023 · SEC filing

Reported sold
$4.18M
Offering amount: $7M
Investors reported
38
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jul 26, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.09M$4.18MJul 12, 2021Jun 13, 2022: $1,862,211.00Jun 13, 2022Jun 13, 2023: $4,182,873.00Jun 13, 2023

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$1,862,211 → $4,182,873
  • Reported investors24 → 38

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 13, 2023Amendment$4,182,873$2,320,662vs Jun 13, 202238SEC filing
Jun 13, 2022Amendment$1,862,211No comparison24SEC filing
Jul 12, 2021InitialYet to sellNo comparisonNot reportedSEC filing
Dec 29, 2014Amendment$6,355,216$2,022,883vs Jan 7, 201494SEC filing
Jan 7, 2014Amendment$4,332,333$1,664,380vs Mar 12, 201363SEC filing
Mar 12, 2013Amendment$2,667,953$2,552,927vs Jan 24, 201234SEC filing
Jan 24, 2012Initial$115,026No comparison2SEC filing
Nov 25, 2005PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Debt
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-405921

Source: Form D, filed Jun 13, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Debra E Baker Executive
Henry B. Bergey Executive
L. Duane Bergey Director, Executive
Lester Duane Bergey Director, Executive
Luke J Bergey Director, Executive
Ruth Ann Bergey Director, Executive
Mark J Bergey Director, Executive
Glenn Bergey Executive
David W Budnick Executive
Anthony D Chivinski Director
Philip A Clemens Director
Brian K Clemens Executive
R. Lee Delp Director
James V Gavaghan Executive
Barry M Halteman Executive
P. Scott Heckler Executive
John L Kreischer Director
Glenda B Leatherman Executive
David E Schlosser Executive
Benjamin B Yothers Executive
Robert M Yothers Executive

Issuer details

Industry: Retailing (See others in industry)

Address:
462 Harleysville Pike
Souderton, PA, 18964