Form D · Other Banking and Financial Services
FMR LLC
Boston, MA · CIK 0000315066
Offering snapshot reported Nov 17, 2025 · SEC filing
- Reported sold
- $0 Indefinite offering
- Investors reported
- 828 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Nov 4, 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 |
|---|---|---|---|---|---|
| Nov 17, 2025 | Initial | $0 | No comparison | 828 | SEC filing |
| Dec 17, 2024 | Initial | $0 | No comparison | 952 | SEC filing |
| Nov 22, 2023 | Initial | $0 | No comparison | 862 | SEC filing |
| Apr 7, 2023 | Initial | $818,225,110 | No comparison | 1,524 | SEC filing |
| Nov 21, 2022 | Initial | $0 | No comparison | 722 | SEC filing |
| Aug 24, 2022 | Initial | $175,125,000 | No comparison | 756 | SEC filing |
| Apr 25, 2022 | Initial | $333,635,250 | No comparison | 1,604 | SEC filing |
| Nov 19, 2021 | Initial | $0 | No comparison | 600 | SEC filing |
| Sep 14, 2021 | Initial | $113,175,000 | No comparison | Not reported | SEC filing |
| Dec 14, 2020 | Initial | $0 | No comparison | 607 | SEC filing |
| Aug 26, 2020 | Initial | $282,800,000 | No comparison | 1,798 | SEC filing |
| Dec 20, 2019 | Initial | $0 | No comparison | 503 | SEC filing |
| Aug 28, 2019 | Initial | $351,325,000 | No comparison | 1,270 | SEC filing |
| Apr 10, 2019 | Initial | $164,469,423 | No comparison | 30 | SEC filing |
| Nov 20, 2018 | Initial | $0 | No comparison | 779 | SEC filing |
| Aug 27, 2018 | Initial | $259,300,000 | No comparison | 1,651 | SEC filing |
| Nov 16, 2017 | Initial | $0 | No comparison | 627 | SEC filing |
| Aug 24, 2017 | Initial | $190,350,000 | No comparison | 1,903 | SEC filing |
| Feb 22, 2017 | Initial | $9,250,000 | No comparison | 40 | SEC filing |
| Nov 16, 2016 | Initial | $0 | No comparison | 563 | SEC filing |
| Aug 25, 2016 | Initial | $136,500,000 | No comparison | 1,407 | SEC filing |
| Mar 2, 2016 | Initial | $101,850,000 | No comparison | 1,265 | SEC filing |
| Nov 18, 2015 | Initial | $0 | No comparison | 579 | SEC filing |
| Jun 12, 2015 | Initial | $133,080,000 | No comparison | 15 | SEC filing |
| Feb 24, 2015 | Initial | $117,050,000 | No comparison | 1,019 | SEC filing |
| Nov 19, 2014 | Initial | $0 | No comparison | 428 | SEC filing |
| Nov 13, 2014 | Initial | $203,383,136 | No comparison | 38 | SEC filing |
| Mar 3, 2014 | Initial | $80,675,000 | No comparison | 848 | SEC filing |
| Nov 6, 2013 | Initial | $0 | No comparison | 469 | SEC filing |
| Nov 4, 2013 | Amendment | $17,753,175 | $17,753,175vs Nov 8, 2012 | 342 | SEC filing |
| Feb 26, 2013 | Initial | $76,475,000 | No comparison | 895 | SEC filing |
| Jan 9, 2013 | Initial | $18,607,061 | No comparison | 31 | SEC filing |
| Nov 8, 2012 | Amendment | $0 | $0vs Nov 8, 2011 | 352 | SEC filing |
| Nov 8, 2012 | Initial | $0 | No comparison | 342 | SEC filing |
| Jul 10, 2012 | Initial | $14,605,500 | No comparison | 37 | SEC filing |
| Jul 10, 2012 | Initial | $110,958,975 | No comparison | 63 | SEC filing |
| Apr 25, 2012 | Amendment | $19,912,962 | $19,912,962vs Nov 8, 2011 | 348 | SEC filing |
| Feb 16, 2012 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Nov 8, 2011 | Initial | $0 | No comparison | 352 | SEC filing |
| Nov 8, 2011 | Amendment | $0 | $0vs Nov 12, 2010 | 362 | SEC filing |
| Jul 7, 2011 | Initial | $431,758,863 | No comparison | 82 | SEC filing |
| Jul 7, 2011 | Initial | $140,582,000 | No comparison | 218 | SEC filing |
| Feb 24, 2011 | Initial | $66,100,000 | No comparison | 753 | SEC filing |
| Feb 4, 2011 | Amendment | $17,868,097 | $17,868,097vs Nov 12, 2010 | 331 | SEC filing |
| Nov 12, 2010 | Initial | $0 | No comparison | 362 | SEC filing |
| Nov 12, 2010 | Amendment | $0 | $0vs Nov 12, 2009 | 331 | SEC filing |
| Aug 17, 2010 | Initial | $68,225,000 | No comparison | 766 | SEC filing |
| Mar 4, 2010 | Initial | $63,550,000 | No comparison | 607 | SEC filing |
| Nov 12, 2009 | Initial | $0 | No comparison | 331 | SEC filing |
| Sep 24, 2009 | Initial | $61,925,000 | No comparison | 642 | SEC filing |
| Sep 3, 2009 | Initial | $169,368,000 | No comparison | 207 | SEC filing |
| Sep 3, 2009 | Initial | $98,487,685 | No comparison | 70 | SEC filing |
| Mar 6, 2009 | Paper | Not reported | No comparison | Not reported | SEC filing |
| Jan 8, 2009 | Paper | Not reported | No comparison | Not reported | SEC filing |
| Nov 19, 2008 | Paper | Not reported | No comparison | Not reported | SEC filing |
| May 19, 2008 | Paper | Not reported | No comparison | Not reported | SEC filing |
| Nov 19, 2007 | Paper | Not reported | No comparison | Not reported | SEC filing |
| Oct 15, 2007 | Paper | Not reported | No comparison | Not reported | SEC filing |
| Oct 20, 2005 | Paper | Not reported | No comparison | Not reported | SEC filing |
| Oct 20, 2005 | Paper | Not reported | No comparison | Not reported | SEC filing |
| Oct 20, 2005 | Paper | Not reported | No comparison | Not reported | SEC filing |
| Aug 22, 2005 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-564198
Participants determine the percentage of eligible compensation to be deferred. The amount of compensation that may be earned by 2026 plan participants, and thus the compensation to be deferred, will not be determined until the plan year has expired.
Participations in 2026 Nonqualified Deferred Compensation Plan.
Source: Form D, filed Nov 17, 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 |
|---|---|
| William Ackerman | Executive |
| Kevin Barry | Executive |
| Roberto Braceras | Executive |
| Sharon Brovelli | Executive |
| William L. Byrnes | Director |
| Robert J. Chersi | Executive |
| Jonathan Chiel | Executive |
| Michael K. Clark | Executive |
| James C. Curvey | Director |
| Ronald Depoalo | Executive |
| Ronald De Poalo | Executive |
| Michael Doorley | Executive |
| Michael Durbin | Executive |
| William Freitas | Executive |
| Marc Gary | Executive |
| Bart Grenier | Executive |
| Stuart Grief | Executive |
| John F. Haley, Jr. | Executive |
| Timothy T. Hilton | Executive |
| Thomas Jessop | Executive |
| Abigail P. Johnson | Director, Executive |
| Edward C. Johnson 3d | Director, Executive |
| Edward C. Johnson, 3d | Director, Executive |
| Edward C. Johnson 3rd | Director, Executive |
| Edward C. Johnson Iv | Director, Executive |
| Edward C. Johnson, Iv | Director |
| James L. Johnson, Jr. | Executive |
| Jeffrey Lagarce | Executive |
| Rodger A. Lawson | Executive |
| James Macdonald | Executive |
| James Mac Donald | Executive |
| Robert Mascialino | Executive |
| Gerard Mcgraw | Director |
| Gerard Mc Graw | Director, Executive |
| Charles Morrison | Executive |
| Charles S. Morrison Ii | Executive |
| Paul L. Mucci | Executive |
| Kathleen Murphy | Executive |
| Stephen C. Neff | Director |
| John J. O'connor | Executive |
| Perry Odak | Executive |
| Ronald P. O'hanley | Executive |
| Jacques Perold | Executive |
| Eileen Pyne | Executive |
| John J. Redmondi | Director |
| John J. Remondi | Director, Executive |
| Joanna Rotenberg | Executive |
| Anthony Ryan | Executive |
| Alan Scheuer | Executive |
| Stephen Scullen | Executive |
| Margaret Serravalli | Executive |
| Roger Stiles | Executive |
| Mona Vernon | Executive |
| Geoffrey Von Kuhn | Executive |
| Michael E. Wilens | Director, Executive |
| Vadim Zlotnikov | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
245 Summer Street
Boston, MA, 02210
Boston, MA, 02210