Form D · Commercial Banking

Fidelity Bancshares, Inc.

Waco, TX · CIK 0002020154

Offering snapshot reported Aug 12, 2024 · SEC filing

Reported sold
$5.97M
Offering amount: $7M
Investors reported
38
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Apr 1, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.98M$5.97MApr 17, 2024: $450,000.00Apr 17, 2024Aug 12, 2024: $5,965,000.00Aug 12, 2024

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$450,000 → $5,965,000
  • Reported investors3 → 38

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 12, 2024Amendment$5,965,000$5,515,000vs Apr 17, 202438SEC filing
Apr 17, 2024Initial$450,000No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
Yes
Sales commissions
$385K (estimated)
Finders' fees
$0
Form D file number
021-510891

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Commerce Street Capital, LLC143797

Source: Form D, filed Aug 12, 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.

People and organizations reported in Form D filings
NameReported role
William Jeffrey Harkinson Director
Caleb Jackson Director
S. Scott Mac Donald Director
Gerry Lee Ridgely Director
Michael Shuler Executive
Robert F. Strong Director, Executive
William M. Woodall Director

Issuer details

Industry: Commercial Banking (See others in industry)

Address:
1901 Lake Shore Drive
Waco, TX, 76708