Form D · Other Banking and Financial Services
First Mutual Holding Co.
Lakewood, OH · CIK 0001729623
Offering snapshot reported Jun 23, 2026 · SEC filing
- Reported sold
- $25M Offering amount: $25M
- Investors reported
- 16 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jun 11, 2026 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 23, 2026 | Initial | $25,000,000 | No comparison | 16 | SEC filing |
| Oct 14, 2025 | Initial | $3,000,000 | No comparison | 1 | SEC filing |
| Oct 9, 2020 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Feb 8, 2018 | Initial | $10,000,000 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $500K
- Finders' fees
- $0
- Form D file number
- 021-588273
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Piper Sandler & Co. | 665 |
Source: Form D, filed Jun 23, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Rafael Alfonzo | Director |
| Paul V. Capka | Executive |
| Amy Davin | Executive |
| Ronald W Dees | Director |
| Nancy Marie Dixon | Executive |
| Kathleen A. Dockery | Executive |
| Gary R Fix | Director |
| Thomas J. Fraser | Director, Executive |
| W Charles Geiger | Director |
| W. Charles Geiger | Director |
| William C. Huffman | Director |
| Debra Kaput | Executive |
| Carl A Kessler Iii | Executive |
| Rebecca Ruppert Mc Mahon | Director |
| Stephen D. Peterson | Director |
| Brian J. Pinkerton | Executive |
| Jennifer A. Raynor | Executive |
| David T. Shaw | Executive |
| Andy Shook | Executive |
| Richard K Smith Ii | Executive |
| Sara L. Stehlik | Director |
| Mary Ann Stropkay | Executive |
| Michael P. Summers | Director |
| Margaret G Wichman | Executive |
| Wendy L. Wilson | Director |
| Sue B. Workman | Director |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
14806 Detroit Avenue
Lakewood, OH, 44107
Phone: 216 529-2714
Lakewood, OH, 44107
Phone: 216 529-2714