PatientFi, Inc.

Form D Filings

Location
Irvine, CA
Industry Group
Other Technology
Related People
Todd Watts, Louis Bucky, Gerard Cuddy, Tom Cestare, H. Bradley Sloan, Derrick Hoag, Joe Ranieri, Jon Roberts, Cory Ruell, Scott Jorgenson, Scott Jorgensen, Glenn Stearns
Entity Type
Corporation
CIK
0001716702
Previous Names
PatientFi, Inc., PatientFi, LLC, PatientFirst Finance, LLC
All SEC Filings
View on sec.gov
Date Filed Security Types Amount Sold Diff Total Amount Sold Total Offering Amount Remaining First Sale Signed Form SEC Link
4/28/2025 Debt, Option to Acquire, Security to be Acquired $15,000,000 $15,000,000 $15,000,000 $0 3/10/2025 4/28/2025 D 000171670225000003
7/23/2024 Equity, Option to Acquire $7,782,515 $36,434,109 $39,434,114 $3,000,005 12/7/2023 7/23/2024 D/A 000171670224000001
12/21/2023 Equity, Option to Acquire $28,651,594 $28,651,594 $30,001,596 $1,350,002 12/7/2023 12/21/2023 D 000171670223000003
1/31/2023 Equity $6,429,064 $32,131,583 $32,131,583 $0 12/22/2021 1/30/2023 D/A 000171670223000001
10/27/2022 Equity $15,702,519 $25,702,519 $25,702,519 $0 12/22/2021 10/25/2022 D/A 000171670222000001
12/23/2021 Equity $10,000,000 $10,000,000 $15,000,000 $5,000,000 12/22/2021 12/22/2021 D 000171670221000002
2/22/2021 Other $3,869,574 $3,869,574 $5,000,000 $1,130,426 10/31/2020 2/19/2021 D 000171670221000001
3/5/2020 Option to Acquire $0 $0 Indefinite Indefinite 2/3/2020 3/4/2020 D 000171670220000003
6/6/2019 Option to Acquire $0 $0 Indefinite Indefinite 5/29/2019 6/6/2019 D 000176108819000047
5/8/2018 Equity $1,000,180 $1,000,180 $2,000,000 $999,820 4/13/2018 5/8/2018 D 000112785518000072
9/12/2017 Equity $1,000,000 $1,000,000 $1,000,000 $0 7/24/2017 9/12/2017 D 000171559817000001