Lineage Brands, LLC
New Form D on file · 2026-03-03 · the record
Lineage Brands, LLC filed a Form D with the Securities and Exchange Commission on 2026-03-03.
Lineage Brands, LLC filed a Form D notice of an exempt securities offering with the SEC on March 3, 2026. The filing reports $1.48M sold. Its industry group is Restaurants. It names Gene Levick (Executive Officer, Director), David Morgan (Director), Stuart Updegrove (Director) (SEC Form D, March 3, 2026).
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New Form D on file · 2026-03-03 · the record
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More on the people and the money behind Lineage Brands, LLC, from the filings we hold.
Ceros Financial Services, Inc. received sales compensation on this raise and on 7 other raises we hold, nearest in date first:
Restaurants raises filed within 90 days of this one, largest first.
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What the filing shows about Lineage Brands, LLC
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Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC
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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.
Each marker is one filing. The larger marker is the filing this page is about.
Trailing twelve months. 171 filings in Restaurants, totalled by week. The dot is this raise, $1.48M, on the same scale — one filing against the whole group's total, so it sits low by construction.
Gene Levick is named as Executive Officer and Director on the Form D that Lineage Brands, LLC filed with the SEC on 3 March 2026, one of 3 people that filing names.
David Morgan is named as Director on the Form D that Lineage Brands, LLC filed with the SEC on 3 March 2026, one of 3 people that filing names.
Stuart Updegrove is named as Director on the Form D that Lineage Brands, LLC filed with the SEC on 3 March 2026, one of 3 people that filing names.
3 people named on the filing — 1 holding an executive role and 2 as directors only.
Named as of the 2026-03-03 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.
What the filing shows about Lineage Brands, LLC
Only in the Full Report: Who Runs It, And How To Reach Them · Warning Bells · Who Pays Them, And Who They Are Up Against.
Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC
A Full Report on Lineage Brands, LLC: verified, sourced, every claim cited, ready in a few minutes. See pricing.
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