Form D · Other Banking and Financial Services

OnPlan Holdings, LLC

Bannockburn, IL · CIK 0001635524

Offering snapshot reported May 16, 2017 · SEC filing

Reported sold
$1.99M
Offering amount: $1.99M
Investors reported
17
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 15, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$993K$1.99MDec 30, 2015: $1,000,000.00Dec 30, 2015May 16, 2017: $1,985,000.00May 16, 2017

Dates 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$1,000,000 → $1,985,000
  • Reported investors8 → 17

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 16, 2017Amendment$1,985,000$985,000vs Dec 30, 201517SEC filing
Dec 30, 2015Initial$1,000,000No comparison8SEC filing
Mar 3, 2015Initial$450,000No comparison13SEC filing

Offering details

Securities
Debt, Option to acquire, Security to be acquired
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-254161

Source: Form D, filed May 16, 2017. 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
James Bodenbender Director
Michael Condron Director
David King Director, Executive, Promoter
Jeff Porter Director, Promoter
Jeffry Porter Director, Executive, Promoter
John Talaga Director, Executive, Promoter

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
2801 Lakeside Drive Suite 200
Bannockburn, IL, 60015