# PT Financial Holdings, Inc. — Form D

PT Financial Holdings, Inc. of CHICAGO, IL, a company, filed a Form D exempt-offering notice with the SEC on 2020-12-28. The offering totals $10.0M, of which $10.0M was reported sold. Industry: Other Banking and Financial Services.

## Offering

- Filed: 2020-12-28
- Form: D
- Accession: 0001836872-20-000002
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Total offering: $10.0M
- Amount sold: $10.0M
- Minimum investment: $50K
- Investors: 50
- Date of first sale: 2020-12-28
- Security types: debt
- Revenue range: Decline to Disclose
- SEC file number: 021-384480

## Issuer

- Name: PT Financial Holdings, Inc.
- CIK: 0001836872
- Entity type: Corporation
- Jurisdiction: DELAWARE
- Incorporated: 2020
- Address: 500 WEST MADISON, CHICAGO, IL, 60661
- Phone: 312-521-1000

## Officers, directors & promoters (13)

| Name | Role | Location |
| --- | --- | --- |
| David Floyd Wilding | Executive Officer | Chicago, IL |
| Chirag Shah | Director | Bozeman, MT |
| Chirag Shah | Executive Officer | Bozeman, MT |
| Scott Reed | Director | Chicago, IL |
| Brian Leibfried | Director | Chicago, IL |
| Ryan Gazda | Executive Officer | Chicago, IL |
| Jennifer Docherty | Executive Officer | Chicago, IL |
| Adam Buresh | Director | Chicago, IL |
| Richard Berg | Director | Chicago, IL |
| Zachary Johnson | Director | Chicago, IL |
| Heather Kreager | Director | Chicago, IL |
| Eric Brown | Director | Chicago, IL |
| Richard Graham, Jr. | Director | Chicago, IL |

## Other filings by this issuer (2)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2024-12-31](https://search.stillhousedata.com/formd/0001836872-24-000003) | D | $80.0M | $80.0M |
| [2020-12-21](https://search.stillhousedata.com/formd/0001836872-20-000001) | D | $7.0M | $7.0M |

## More

- [CIK 1836872 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1836872&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001836872-20-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.
