About Community Heritage Financial
Community Heritage Financial is a private company based in Middletown, Maryland. It has reported $27,100,000 raised in two offerings on Form D since October 2019. Its chief executive is Robert Goetz Jr..
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Sep 30, 2024 | Oct 15, 2024 | $12,100,000of $15.0M target | 29 | $417K | DebtRule 506(b) | Form D ↗ |
| Oct 17, 2019 | Oct 30, 2019 | $15,000,000fully sold | 14 | $1.0M | DebtRule 506(b) | Form D ↗ |
| Total, two offerings | $27,100,000 | |||||
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Leadership Team
Executive officers and directors listed on Community Heritage Financial's Form D filed Oct 15, 2024.
Earlier filings also listed Richard Kefauver (director, last listed Oct 2019), John Rudy (director, last listed Oct 2019), J., Jr. Routzahn (director, last listed Oct 2019), Brian Ropp (executive officer, last listed Oct 2019) and Angie Shubert (executive officer, last listed Oct 2019).