Form D · Commercial Banking
Sonata Financial Holdings, Inc.
Brentwood, TN · CIK 0000784974
Offering snapshot reported May 15, 2025 · SEC filing
- Reported sold
- $5M Offering amount: $8M
- Investors reported
- 14 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Apr 30, 2025 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 |
|---|---|---|---|---|---|
| May 15, 2025 | Initial | $5,000,000 | No comparison | 14 | SEC filing |
| May 15, 2025 | Initial | $6,700,000 | No comparison | 18 | SEC filing |
| Mar 20, 2023 | Amendment | $26,101,050 | $26,051,050vs Dec 17, 2021 | 106 | SEC filing |
| Dec 17, 2021 | Initial | $50,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-546244
Source: Form D, filed May 15, 2025. 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 |
|---|---|
| William H Alexander | Director |
| Shabnam Aminmadani | Director |
| Wendell L Bontrager | Executive |
| Dave Brewer | Director |
| Thomas M Cook | Director |
| Mark T. Cox, Iv | Director |
| James Daniel Dellinger | Director, Executive |
| John Ryan Eblen | Director |
| Farzin Ferdowsi | Director |
| Tommy Joe Fridy | Director |
| Aubrey Harwell, Iii | Director |
| Keith Hoogland | Director |
| James Kelly | Director |
| Kenneth Kline | Director |
| Dave D. Kowalski | Executive |
| David A. Kowalski | Executive |
| Turner Nashe, Jr. | Director |
| Martin Silverman | Director |
| George E. Warren | Director |
| George E. Warren, Ii | Director |
| Afshin Yazdian | Director |
Issuer details
Industry: Commercial Banking (See others in industry)
Address:
5005 Maryland Way Suite 100
Brentwood, TN, 37027
Phone: 2708356003
Brentwood, TN, 37027
Phone: 2708356003