Form D · Commercial Banking
Community Heritage Financial, Inc.
Middletown, MD · CIK 0001792597
Offering snapshot reported Oct 15, 2024 · SEC filing
- Reported sold
- $12.1M Offering amount: $15M
- Investors reported
- 29 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Sep 30, 2024 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 |
|---|---|---|---|---|---|
| Oct 15, 2024 | Initial | $12,100,000 | No comparison | 29 | SEC filing |
| Oct 30, 2019 | Initial | $15,000,000 | No comparison | 14 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-526722
Source: Form D, filed Oct 15, 2024. 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 |
|---|---|
| James H. Clapp | Director |
| Frankie Corsi Iii | Director |
| Beth A. Dellaposta | Director |
| Robert Jr. E. Goetz | Director, Executive |
| Robert E. Goetz Jr. | Director, Executive |
| Jessica Green | Director |
| J. Michael Hill | Executive |
| Richard L. Kefauver | Director |
| Ryan Lampton | Executive |
| Michelle Lease | Executive |
| Dawn Lowe | Executive |
| Brenda Mc Comas | Executive |
| James G. Pierne | Director |
| A. Dennis Remsburg | Director |
| Brian Ropp | Executive |
| John, Iii T. Routzahn | Director |
| J., Jr. Thomas Routzahn | Director |
| John T. Routzahn Iii | Director |
| John J. Rudy | Director |
| John A. Scaldara Jr. | Executive |
| Kelly Schulz | Director |
| Angie M. Shubert | Executive |
| Todd M. Snook | Director |
| Dustin Watson | Executive |
| Dawn R. Woods | Executive |
Issuer details
Industry: Commercial Banking (See others in industry)
Address:
24 West Main Street
Middletown, MD, 21769
Middletown, MD, 21769