Form D · Other Banking and Financial Services
Truliant Federal Credit Union
Winston Salem, NC · CIK 0001879712
Offering snapshot reported Dec 8, 2021 · SEC filing
- Reported sold
- $50M Offering amount: $50M
- Investors reported
- 19 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Nov 23, 2021 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 |
|---|---|---|---|---|---|
| Dec 8, 2021 | Initial | $50,000,000 | No comparison | 19 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.5M
- Finders' fees
- $0
- Form D file number
- 021-424061
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| N/A | None | Stifel, Nicolaus & Company, Incorporated · CRD 793 |
Source: Form D, filed Dec 8, 2021. 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 |
|---|---|
| Troy, Jr. M. Brim | Director |
| Kimberly Bullock Gatling | Director |
| Angeline M. Clinton | Director |
| Richard D. Crawford | Director |
| Cosby, Iii M. Davis | Executive |
| Barbara A. Demarest | Director |
| Laura Dezarn | Executive |
| Steve Dollase | Director |
| James T. Flythe | Director |
| Todd Hall | Executive |
| Rik Kielbasa | Executive |
| C. Anderson Langford | Executive |
| Martha Longemann | Director |
| Chris Murray | Executive |
| Joseph C. Myers | Director |
| Scott D. Self | Director |
| Sherri Thomas | Executive |
| Gregory W. Thrush | Director |
| James, Jr. M. Wilson | Director |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
3200 Truliant Way
Winston Salem, NC, 27103
Winston Salem, NC, 27103