Form D · REITS and Finance

JBG/Techworld Trust

Chevy Chase, MD · CIK 0001478489

Offering snapshot reported Dec 11, 2009 · SEC filing

Reported sold
$108K
Offering amount: $125K
Investors reported
0
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Dec 4, 2009
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 11, 2009Initial$108,000No comparison0SEC filing

Offering details

Securities
Not reported
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$6.25K (estimated)
Finders' fees
$0
Form D file number
021-136836

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Charles Harrison3071551H & L Equities · CRD 113794
Phyllis Beck1020488H & L Equities · CRD 113794
Patrick Whelchel5389090H & L Equities · CRD 113794

Source: Form D, filed Dec 11, 2009. 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
Dean M. Cinkala Director, Executive
Brian P. Coulter Director, Executive
Porter G. Dawson Director, Executive
Kenneth F. Finkelstein Director, Executive
Michael J. Glosserman Director, Executive
James L. Iker Director, Executive
Benjamin R. Jacobs Director, Executive
W. Matt Kelly Director, Executive
Robert A. Stewart Director, Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
4445 Willard Avenue Suite 400
Chevy Chase, MD, 20815