# M FINANCIAL HOLDINGS INC — Form D

M FINANCIAL HOLDINGS INC of PORTLAND, OR, a company, filed a Form D exempt-offering notice with the SEC on 2012-03-13. The offering totals $10K, of which $10K was reported sold. Industry: Insurance.

## Offering

- Filed: 2012-03-13
- Form: D
- Accession: 0001047852-12-000002
- Industry: Insurance
- Exemptions: 06
- Total offering: $10K
- Amount sold: $10K
- Minimum investment: $10K
- Investors: 1
- Date of first sale: 2012-03-08
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-174813

## Issuer

- Name: M FINANCIAL HOLDINGS INC
- CIK: 0001047852
- Entity type: Corporation
- Jurisdiction: DELAWARE
- Address: 1125 NW COUCH STREET, PORTLAND, OR, 97209
- Phone: 503-232-6960

## Officers, directors & promoters (101)

_Showing 25 of 101 people._

| Name | Role | Location |
| --- | --- | --- |
| Victor H Palmieri | Director | Pacific Palisades, CA |
| Venkataraman Kumares Tiruppayanamh | Executive Officer | Portland, OR |
| Jeffrey S Bear | Executive Officer | Portland, OR |
| Andrew R Kanelos | Executive Officer | Portland, OR |
| Jesse R Whitethorn | Executive Officer | Portland, OR |
| David F Byers, Jr. | Director | Birmingham, AL |
| James Kaplan | Director | Princeton, NJ |
| Carol A Carlson | Director | Portland, OR |
| Carolyn R Bahrman | Executive Officer | Portland, OR |
| Andrew P Graves | Executive Officer | Portland, OR |
| Robert Mark McCullough | Director | Overland Park, KS |
| Robert W Finnegan | Executive Officer | Portland, OR |
| Kellie L Marx | Executive Officer | Portland, OR |
| Michael S Schoonmaker | Executive Officer | Portland, OR |
| Russell G Bundschuh | Director | Portland, OR |
| Russell G Bundschuh | Executive Officer | Portland, OR |
| Ronald J Greenberg | Director | Morristown, NJ |
| Mike R Martocci | Executive Officer | Portland, OR |
| Tamara K Kravec | Executive Officer | Portland, OR |
| Kristin L Barens | Director | Oxnard, CA |
| Kimberly S Williams | Executive Officer | Portland, OR |
| Jennifer L Congdon | Executive Officer | Portland, OR |
| Jayashree L Srinivasan | Executive Officer | Portland, OR |
| Jeff S Currie | Executive Officer | Portland, OR |
| Christopher J Weyrauch | Director | Portland, OR |

## Other filings by this issuer (32)

_Showing 15 of 32 filings._

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-03-13](https://search.stillhousedata.com/formd/0001047852-26-000001) | D | $8.9M | $8.9M |
| [2025-03-17](https://search.stillhousedata.com/formd/0001047852-25-000001) | D | $6.8M | $6.8M |
| [2024-03-18](https://search.stillhousedata.com/formd/0001047852-24-000001) | D | $4.3M | $4.3M |
| [2023-03-15](https://search.stillhousedata.com/formd/0001047852-23-000002) | D | $10K | $10K |
| [2023-03-15](https://search.stillhousedata.com/formd/0001047852-23-000001) | D | $6.0M | $6.0M |
| [2022-07-15](https://search.stillhousedata.com/formd/0001047852-22-000003) | D | $8.2M | $8.2M |
| [2022-03-15](https://search.stillhousedata.com/formd/0001047852-22-000002) | D | $30K | $30K |
| [2022-03-15](https://search.stillhousedata.com/formd/0001047852-22-000001) | D | $8.3M | $8.3M |
| [2021-03-12](https://search.stillhousedata.com/formd/0001047852-21-000003) | D | $30K | $30K |
| [2021-03-12](https://search.stillhousedata.com/formd/0001047852-21-000002) | D | $7.7M | $7.7M |
| [2020-03-12](https://search.stillhousedata.com/formd/0001047852-20-000002) | D | $60K | $60K |
| [2020-03-12](https://search.stillhousedata.com/formd/0001047852-20-000001) | D | $8.4M | $8.4M |
| [2019-03-14](https://search.stillhousedata.com/formd/0001047852-19-000002) | D | $30K | — |
| [2019-03-14](https://search.stillhousedata.com/formd/0001047852-19-000001) | D | $5.3M | $5.3M |
| [2018-03-08](https://search.stillhousedata.com/formd/0001047852-18-000002) | D | $8.2M | $8.2M |

## More

- [CIK 1047852 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1047852&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001047852-12-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.