What amount sold does Credit Union 1 report in Form D filings?

The latest linked filings report $20.5M sold across 1 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 Credit Union 1's most recent SEC filing?

Credit Union 1's most recent Form D filing was on 2024-06-25.

How many investors does Credit Union 1 have?

The most recent Form D filing lists 3 investor(s).

What type of securities does Credit Union 1 offer?

Credit Union 1's SEC Form D filings indicate debt offerings.

Credit Union 1

CIK: 0001965830·Other Banking and Financial Services·LOMBARD, IL·Other

Reported Sold

$20,500,000

Total Filings

Identified Offerings

Last Filed

Jun 25, 2024

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 Other Banking and Financial Services industry

SEC EDGAR

Offering filing timeline

Jun 25, 2024Form D/A — Amendment

Reported sold: $20,500,000 · Target: $30,000,000

Rule 506(b)·3 investors

Changed: Reported amount sold, Sales commissions

Apr 2, 2024Form D/A — Amendment

Reported sold: $15,500,000 · Target: $30,000,000

Rule 506(b)·3 investors

Changed: Reported amount sold, Sales commissions

Apr 13, 2023Form D/A — Amendment

Reported sold: $10,500,000 · Target: $30,000,000

Rule 506(b)·3 investors

Changed: Reported amount sold, Reported investors, Sales commissions

Feb 14, 2023Form D — New notice

Reported sold: $5,500,000 · Target: $30,000,000

Rule 506(b)·2 investors

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

Decline to Disclose

Reported commissions across identified offerings

$615,000

Amendment Rate

75%

Latest reported sold across 1 identified offering

$20,500,000

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

Paul Fichter

Related Person

Appears on 4 filings

Bob Eberhardt

Related Person

Appears on 4 filings

Todd Gunderson

Related Person

Appears on 4 filings

Thomas Wells, Jr.

Related Person

Appears on 4 filings

Paul Simons

Related Person

Appears on 4 filings

Rex Tolliver

Related Person

Appears on 4 filings

Hallie Olson

Related Person

Appears on 4 filings

Kent Yager

Related Person

Appears on 4 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Jun 25, 2024	Amendment	$30,000,000	$20,500,000	3
Apr 2, 2024	Amendment	$30,000,000	$15,500,000	3
Apr 13, 2023	Amendment	$30,000,000	$10,500,000	3
Feb 14, 2023	New	$30,000,000	$5,500,000	2

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.

Bottleneck Specialty Finance LLC

Other Banking and Financial Services

Offering target: Indefinite

Filed Nov 3, 2026