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 soldDates 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 12, 2024 | Amendment | $5,965,000 | $5,515,000vs Apr 17, 2024 | 38 | SEC filing |
| Apr 17, 2024 | Initial | $450,000 | No comparison | 3 | SEC 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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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Commerce Street Capital, LLC | 143797 |
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.
| Name | Reported 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
Waco, TX, 76708