Form D · Other
UPEXI, INC.
Tampa, FL · CIK 0001775194
Offering snapshot reported Jun 29, 2026 · SEC filing
- Reported sold
- $19.5M Offering amount: $19.5M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 21, 2026 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 29, 2026 | Initial | $19,542,635 | No comparison | 1 | SEC filing |
| Jul 29, 2025 | Initial | $200,000,000 | No comparison | 1 | SEC filing |
| Apr 28, 2025 | Initial | $100,000,000 | No comparison | 73 | SEC filing |
| Nov 4, 2021 | Initial | $4,000,000 | No comparison | 2 | SEC filing |
| Aug 16, 2021 | Initial | $1,500,000 | No comparison | Not reported | SEC filing |
| Apr 30, 2019 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-589014
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| N/A | None |
Source: Form D, filed Jun 29, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.
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 |
|---|---|
| Lawrence H Dugan | Director |
| Laurence H. Dugan | Director |
| Robert Hackett | Executive |
| Allan Marshall | Executive |
| Andrew Nordstrud | Director, Executive |
| Andrew J Norstrud | Executive |
| Gene Salkind | Director |
| Thomas C Williams | Director |
Issuer details
Industry: Other (See others in industry)
Address:
3030 N. Rocky Point Drive, Suite 420
Tampa, FL, 33607
Phone: 727-287-2800
Tampa, FL, 33607
Phone: 727-287-2800