About MarginEdge
MarginEdge is a private company based in Arlington, Virginia. It has reported $81,748,337 raised in five offerings on Form D since May 2018. Its chief executive is Clyde Davis.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Jul 15, 2026 | Jul 28, 2026 | $20,619,438of $23.1M target | 4 | $5.1M | EquityRule 506(b) | Form D ↗ |
| Oct 25, 2022 | Dec 19, 2022 | $29,436,094fully sold | 10 | $2.9M | EquityRule 506(b) | Form D ↗ |
| Sep 3, 2021 | Sep 15, 2021 | $23,198,319fully sold | 14 | $1.6M | Equity, Securities on exerciseRule 506(b) | Form D ↗ |
| Jul 29, 2019 | Sep 15, 2021 | $4,999,994fully sold | 10 | $499K | EquityRule 506(b) | Form D ↗ |
| May 3, 2018 | May 9, 2018 | $3,494,492of $3.5M target | 22 | $158K | EquityRule 506(c) | Form D ↗ |
| Total, five offerings | $81,748,337 | |||||
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 MarginEdge's Form D filed Jul 28, 2026.
JC
John Corso
Director
OG
EW
CD
Clyde Davis
Chief Executive Officer and director
SD
RP
TR
Timothy O'Reilly
Director
NM
Ned May
Director
Earlier filings also listed Patrick O'Reilly (director, last listed Dec 2022), Jim Koehr (director, last listed Dec 2022) and Pawan Malhotra (director, last listed May 2018).