Fieldpoint Private Holdings, Inc.
New Form D on file · 2026-09-28 · the record
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Fieldpoint Private Holdings, Inc. filed a Form D with the Securities and Exchange Commission on 2026-09-28.
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New Form D on file · 2026-09-28 · the record
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This is the company's own disclosure. A payment disclosed on a Form D is a disclosed use of proceeds, not a finding of wrongdoing.
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Each marker is one filing. The larger marker is the filing this page is about.
Trailing twelve months. 176 filings in Commercial Banking, totalled by week. The dot is this raise, $34M, on the same scale — one filing against the whole group's total, so it sits low by construction.
Checked away from the filing. What is below does not come from the record on sec.gov.
We coalesce private banking with our clients' most trusted independent wealth advisory relationships, helping strengthen and sustain wealth, and all it can accomplish.
The title and description the site itself served, answering 200. Not a cached copy and not the company's directory entry — what was live when we asked.
Rodney Whitwell is named as Executive Officer and Director on the Form D that Fieldpoint Private Holdings, Inc. filed with the SEC on 28 September 2026, one of 11 people that filing names.
David Bagatelle is named as Executive Officer on the Form D that Fieldpoint Private Holdings, Inc. filed with the SEC on 28 September 2026, one of 11 people that filing names.
Uri Ivron is named as Executive Officer on the Form D that Fieldpoint Private Holdings, Inc. filed with the SEC on 28 September 2026, one of 11 people that filing names.
Ian Cox is named as Executive Officer on the Form D that Fieldpoint Private Holdings, Inc. filed with the SEC on 28 September 2026, one of 11 people that filing names.
John Davis is named as Executive Officer on the Form D that Fieldpoint Private Holdings, Inc. filed with the SEC on 28 September 2026, one of 11 people that filing names.
Carol Feeley is named as Executive Officer on the Form D that Fieldpoint Private Holdings, Inc. filed with the SEC on 28 September 2026, one of 11 people that filing names.
James Deutsch is named as Director on the Form D that Fieldpoint Private Holdings, Inc. filed with the SEC on 28 September 2026, one of 11 people that filing names.
Brian Donovan is named as Director on the Form D that Fieldpoint Private Holdings, Inc. filed with the SEC on 28 September 2026, one of 11 people that filing names.
Timothy Tully is named as Director on the Form D that Fieldpoint Private Holdings, Inc. filed with the SEC on 28 September 2026, one of 11 people that filing names.
Harry Holland is named as Director on the Form D that Fieldpoint Private Holdings, Inc. filed with the SEC on 28 September 2026, one of 11 people that filing names.
Todd Sipe is named as Director on the Form D that Fieldpoint Private Holdings, Inc. filed with the SEC on 28 September 2026, one of 11 people that filing names.
11 people named on the filing — 6 holding an executive role and 5 as directors only.
Named as of the 2026-09-28 filing. Titles and locations are exactly as the filing states — not independently confirmed elsewhere.
No investor is drawn from a Form D — the form states how many invested and never who.
Example from a real report (our sample on Target): “Target eliminated approximately 1,800 corporate positions, with around 1,000 employees receiving layoff notices and the remainder accounted for by eliminating open roles.” Source: NBC News
A Full Report on Fieldpoint Private Holdings, Inc.: verified, sourced, every claim cited, ready in a few minutes. See pricing.
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Sourced from the filing index on sec.gov, and from the company's own site, read directly on 2026-09-30 (fieldpointprivate.com).
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