Canopy Tax, Inc. — Form D

Canopy Tax, Inc. of South Jordan, UT, a company, filed a Form D exempt-offering notice with the SEC on 2025-04-24. The offering totals $36.5M, of which $36.5M was reported sold. Industry: Business Services.

Offering

Issuer

Officers, directors & promoters (19)

NameRoleLocation
Davis BellDirectorSouth Jordan, UT
Brain CroftsDirectorSouth Jordan, UT
Josh HarmsenDirectorSouth Jordan, UT
Ned MayDirectorArlington, VA
Ankit SudDirectorSAN RAMON, CA
Davis BellExecutive OfficerSouth Jordan, UT
Chetan PuttaguntaDirectorWoodside, CA
Steve LulaDirectorSouth Jordan, UT
Chad PackardDirectorSan Mateo, CA
Brian CroftsDirectorSouth Jordan, UT
Joshua HarmsenDirectorSouth Jordan, UT
David YooDirectorMountain View, CA
Kurt AvarellDirectorHighland, UT
Kurt AvarellExecutive OfficerHighland, UT
Kurt AvarellPromoterHighland, UT
Stewart GollmerDirectorMiami, FL
Jordan RayDirectorLehi, UT
Jordan RayExecutive OfficerLehi, UT
Rodney GilbertDirectorLehi, UT

Other filings by this issuer (9)

FiledFormOfferingSold
2024-05-09D$20.0M$20.0M
2021-08-05D/A$22.0M$22.0M
2021-03-30D$19.5M$16.5M
2020-02-07D$8.0M$8.0M
2018-05-17D/A$43.7M$41.7M
2018-03-28D$37.7M$27.7M
2017-03-14D$19.9M$18.6M
2015-06-19D$8.0M$7.0M
2014-07-22D$2.0M$2.0M

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