Form D · Other Banking and Financial Services
Stash Financial, Inc.
New York, NY · CIK 0001647051
Offering snapshot reported May 16, 2025 · SEC filing
- Reported sold
- $187M Offering amount: $187M
- Investors reported
- 88 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- May 1, 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 |
|---|---|---|---|---|---|
| May 16, 2025 | Initial | $187,347,589 | No comparison | 88 | SEC filing |
| Oct 14, 2022 | Initial | $52,600,000 | No comparison | 12 | SEC filing |
| Feb 3, 2021 | Initial | $129,999,760 | No comparison | 13 | SEC filing |
| Jul 30, 2020 | Amendment | $133,436,168 | $21,000,003vs May 7, 2020 | 22 | SEC filing |
| May 7, 2020 | Initial | $80,000,004 | No comparison | 1 | SEC filing |
| May 7, 2020 | Amendment | $112,436,165 | $32,436,161vs May 7, 2020 | 21 | SEC filing |
| Feb 22, 2019 | Initial | $34,555,060 | No comparison | 11 | SEC filing |
| Feb 12, 2018 | Initial | $37,499,930 | No comparison | 12 | SEC filing |
| Jul 13, 2017 | Initial | $41,999,992 | No comparison | 7 | SEC filing |
| Dec 14, 2016 | Initial | $24,849,978 | No comparison | 8 | SEC filing |
| Aug 16, 2016 | Initial | $9,074,995 | No comparison | 4 | SEC filing |
| Feb 8, 2016 | Initial | $4,009,466 | No comparison | 32 | SEC filing |
| Aug 12, 2015 | Amendment | $1,122,000 | $530,960vs Jul 2, 2015 | 20 | SEC filing |
| Jul 2, 2015 | Initial | $591,040 | No comparison | 11 | SEC filing |
Offering details
- Securities
- Equity, Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-546378
Includes the conversion of simple agreements for future equity or convertible notes.
Offering of preferred stock and the underlying of common stock upon conversion of the preferred stock.
Source: Form D, filed May 16, 2025. 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 |
|---|---|
| Chi Hua Chien | Director |
| David Eaton | Director |
| Steven Hodgeman | Executive |
| Rebecca Kaden | Director |
| Brandon Krieg | Director, Executive |
| Andrew Mc Cormack | Director |
| Jon Mc Neil | Director |
| Jon Mc Neill | Director |
| Edward Robinson | Director, Executive |
| Ed Robinson | Director, Executive |
| David Ronick | Director, Executive |
| Meredith Smith | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
450 Park Ave S 10 Th Floor
New York, NY, 10016
New York, NY, 10016