Form D · Other Banking and Financial Services

Wingspan Portfolio Holdings Inc

Dallas, TX · CIK 0001559770

Offering snapshot reported Oct 31, 2014 · SEC filing

Reported sold
$3M
Offering amount: $3M
Investors reported
8
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 22, 2014
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
Oct 31, 2014Initial$3,000,000No comparison8SEC filing
Dec 23, 2013Initial$2,239,000No comparison11SEC filing
Jan 14, 2013Initial$4,525,000No comparison2SEC filing
Oct 9, 2012Initial$22,050,000No comparison9SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-227516
The offering was closed on October 22, 2014.

Source: Form D, filed Oct 31, 2014. 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
Matthew R Cassell Executive
Randy Hamilton Director
Cesar Hernandez Director
Steven Horne Director, Executive
Vik Jain Director
Richard Kneipper Director
Van Pardue Director
William L Rivers Executive
James L Roberson Director
James L Robertson Director
Michael J. Sekits Director
Jason Spooner Director, Executive

Issuer details

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

Address:
18451 North Dallas Parkway
Dallas, TX, 75287