Form D · Insurance
Leavitt Group Enterprises, Inc.
Cedar City, UT · CIK 0001509246
Offering snapshot reported Nov 26, 2024 · SEC filing
- Reported sold
- $241M Offering amount: $241M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $241M Reported outside-investor minimum
- First sale
- Nov 15, 2024 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 |
|---|---|---|---|---|---|
| Nov 26, 2024 | Initial | $240,930,851 | No comparison | 1 | SEC filing |
| Jan 5, 2011 | Initial | $25,000,000 | No comparison | 4 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $5.82M
- Finders' fees
- $0
- Form D file number
- 021-530531
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Reagan Securities, Inc. | 156034 | Reagan Securities, Inc. · CRD 156034 |
Source: Form D, filed Nov 26, 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 |
|---|---|
| Kim Austen | Director |
| Calvin S Barlocker | Director |
| Joel Berrian | Director |
| Kevin Callister | Executive |
| Joe Callister | Executive |
| Val H Christensen | Director |
| Robert S Cubbin | Director |
| Kevin Grady | Executive |
| Mark G Kenney | Executive |
| Matthew O. Leavitt | Director |
| Eric Leavitt | Director, Executive |
| Michael O. Leavitt | Director |
| Mark O. Leavitt | Director |
| David Okerlund Leavitt | Director |
| Rodney B. Leavitt | Director |
| Dane Okerlund Leavitt | Director, Executive |
| Hannah Leavitt Howell | Director |
| Brooke Mac Naughtan | Director |
| Craig Marchant | Executive |
| Kelly Russel | Director |
| Kelly R Russell | Director, Executive |
| Vance Smith | Executive |
| Greg Suman | Executive |
Issuer details
Industry: Insurance (See others in industry)
Address:
136 West University Blvd.
Cedar City, UT, 84720
Cedar City, UT, 84720