Form D · Other Banking and Financial Services
Zippy, Inc. /DE
Dallas, TX · CIK 0001886786
Offering snapshot reported Oct 15, 2026 · SEC filing
- Reported sold
- $20M Offering amount: $20M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $20M Reported outside-investor minimum
- First sale
- Sep 30, 2026 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 15, 2026 | Initial | $20,000,000 | No comparison | 1 | SEC filing |
| Dec 16, 2025 | Initial | $18,999,990 | No comparison | 1 | SEC filing |
| Oct 15, 2024 | Initial | $19,570,431 | No comparison | 17 | SEC filing |
| Aug 31, 2022 | Initial | $15,549,997 | No comparison | 7 | SEC filing |
| Oct 7, 2021 | Initial | $3,180,000 | No comparison | 10 | SEC 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
- 021-601299
Source: Form D, filed Oct 15, 2026. 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 |
|---|---|
| John Bertrand | Director |
| Jake Betzel | Director |
| Jordan Bucy | Director, Executive |
| Mike Edwards | Director |
| Chris Goodson | Director |
| Wesley Gottesman | Director |
| Ben Halliday | Director, Executive |
| Wade Peery | Director |
| John Stepp | Director |
| Scott Tansil | Director |
| Andrew Townsend | Director |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
8150 N. Central Expwy Suite 300
Dallas, TX, 75206
Dallas, TX, 75206