Form D · Other Banking and Financial Services

CardWorks,Inc.

Woodbury, NY · CIK 0001840453

Offering snapshot reported Jan 14, 2021 · SEC filing

Reported sold
$0
Indefinite offering
Investors reported
6
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 1, 2021
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 14, 2021Initial$0No comparison6SEC filing

Offering details

Securities
Option to acquire, Security to be acquired, Other
Exemptions
06b
Duration over one year
Yes
Business combination
Yes
Sales commissions
$0
Finders' fees
$0
Form D file number
021-386419
The stock appreciation rights (SARs) that are the subject of this filing were converted on a 1-to-1 basis from previously outstanding SARs of Issuer's predecessor, Cardholder Management Services, Inc., which merged with and into Issuer.
Stock appreciation rights for shares of common stock, par value $0.01 per share, of the issuer

Source: Form D, filed Jan 14, 2021. 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
Peter Aberg Director
Harold Baldauf Director
Daniel Ballen Director
Donald M. Berman Director, Executive
Robert Hartheimer Director
Albert Jaronczyk Executive
Robert Perro Director
Daniel Pillemer Director, Executive
Zach Sadek Director
David Watson Director

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
101 Crossways Park West
Woodbury, NY, 11797