Form D · Investment Banking
WHEELER LEGACY TRUST
Massillon, OH · CIK 0001786010
Offering snapshot reported Nov 29, 2021 · SEC filing
- Reported sold
- Yet to sell Offering amount: $7B
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $500M Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 29, 2021 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Nov 26, 2021 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Jun 17, 2020 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jun 12, 2020 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Jun 11, 2020 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jun 4, 2020 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Debt, Other
- Exemptions
- 06b, 4a5
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-422567
Restricted Book Entries Security Bonds listed(see line 9) values at $3,500,000,000 USD per Bond held by FRB Atlanta and Chicago 31CFR Part225 marketable security registered under securities act of 1933,15USC 77a sold pursuant to SEC Rule 144A,17CFR 306.26
Restricted Book entry Serial# FRB Bank & last four No(s)F7187 held by FRB Atlanta, and G9648 held by FRB Chicago, pledged collateral in lieu of Security Bond 31 CFR Part225 by Securities act of 1933,15USC 77a by SEC Rule 144A, 17CFR 230.144A,31CFR 306.26
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| WHEELER LEGACY TRUST | None |
Source: Form D, filed Nov 29, 2021. 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 |
|---|---|
| Eugene Winston Jr Wheeler | Executive, Promoter |
| Eugene Winston Wheeler Jr | Executive, Promoter |
| Eugene Winston Wheeler Jr, | Promoter |
Issuer details
Industry: Investment Banking (See others in industry)
Address:
848 Franklin Rd Ne
Massillon, OH, 44646
Phone: 2169242224
Massillon, OH, 44646
Phone: 2169242224