What amount sold does Sonata Financial Holdings, Inc. report in Form D filings?

The latest linked filings report $37.8M sold across 3 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was Sonata Financial Holdings, Inc.'s most recent SEC filing?

Sonata Financial Holdings, Inc.'s most recent Form D filing was on 2025-05-15.

How many investors does Sonata Financial Holdings, Inc. have?

The most recent Form D filing lists 18 investor(s).

What type of securities does Sonata Financial Holdings, Inc. offer?

Sonata Financial Holdings, Inc.'s SEC Form D filings indicate equity offerings.

Sonata Financial Holdings, Inc.

CIK: 0000784974·Commercial Banking·Brentwood, TN·Corporation

Reported Sold

$37,801,050

Total Filings

Identified Offerings

Last Filed

May 15, 2025

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Commercial Banking industry

SEC EDGAR

Offering filing timeline

May 15, 2025Form D — New notice

Reported sold: $5,000,000 · Target: $8,000,000

Rule 506(b)·14 investors

May 15, 2025Form D — New notice

Reported sold: $6,700,000 · Target: $10,000,000

Rule 506(b)·18 investors

Mar 20, 2023Form D/A — Amendment

Reported sold: $26,101,050 · Target: $40,000,000

Rule 506(b)·106 investors

Changed: Reported amount sold, Reported investors, Sales commissions

Dec 17, 2021Form D — New notice

Reported sold: $50,000 · Target: $40,000,000

Rule 506(b)·1 investor

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

Decline to Disclose

Reported commissions across identified offerings

$799,190

Amendment Rate

25%

Latest reported sold across 3 identified offerings

$37,801,050

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

Farzin Ferdowsi

Related Person

Appears on 2 filings

William H Alexander

Related Person

Appears on 2 filings

Shabnam Aminmadani

Related Person

Appears on 2 filings

Dave Brewer

Related Person

Appears on 2 filings

Keith Hoogland

Related Person

Appears on 2 filings

Thomas M Cook

Related Person

Appears on 2 filings

Aubrey Harwell, III

Related Person

Appears on 2 filings

Wendell L Bontrager

Related Person

Appears on 2 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
May 15, 2025	New	$10,000,000	$6,700,000	18
May 15, 2025	New	$8,000,000	$5,000,000	14
Mar 20, 2023	Amendment	$40,000,000	$26,101,050	106
Dec 17, 2021	New	$40,000,000	$50,000	1

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

Kilmichael Bancorp, Inc.

Commercial Banking

Offering target: $8,000,000

Filed Nov 4, 2026