Form D · Other Technology
When Insurance Agency, Inc.
Highwood, IL · CIK 0001891222
Offering snapshot reported Feb 2, 2026 · SEC filing
- Reported sold
- $10.2M Offering amount: $10.2M
- Investors reported
- 20 Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- Dec 5, 2025 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 2, 2026 | Initial | $10,199,662 | No comparison | 20 | SEC filing |
| Jul 2, 2024 | Initial | $3,842,838 | No comparison | 14 | SEC filing |
| Jul 14, 2023 | Initial | $599,999 | No comparison | 2 | SEC filing |
| Oct 29, 2021 | Initial | $1,079,995 | No comparison | 12 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-572104
Source: Form D, filed Feb 2, 2026. 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.
| Name | Reported role |
|---|---|
| Tara Conger | Director |
| Robert Garber | Director |
| Nicole Gunderson | Director |
| Andrew Hamilton | Director, Executive |
| Kevin W. Koperski | Director, Executive |
| Jeffrey Maters | Director |
| Todd Stern | Director |
| Daniel V. Wertheimer | Director |
Issuer details
Industry: Other Technology (See others in industry)
Address:
39 Pralls Loop
Highwood, IL, 60040
Highwood, IL, 60040