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PawTree, LLC

Updated Oct 29, 2026·Latest SEC filing Dec 3, 2024·Suggest an edit

About PawTree

PawTree is a private company based in Southlake, Texas. It has reported $34,751,588 raised in nine offerings on Form D since August 2013. Its chief executive is Roger Morgan.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Nov 19, 2024Dec 3, 2024$1,000,000fully sold11$90,909Debt, OptionsRule 506(b)Form D ↗
Jun 1, 2023Jun 9, 2023$6,279,382of $6.4M target9$697KDebt, OptionsRule 506(b)Form D ↗
Nov 22, 2021Feb 8, 2022$3,000,000fully sold9$333KEquity, OptionsRule 506(b)Form D ↗
Jun 15, 2021Jun 23, 2021$1,000,000fully sold9$111KEquityRule 506(b)Form D ↗
Aug 22, 2019Sep 5, 2019amended Apr 2, 2021$8,000,000fully sold20$400KEquityRule 506(b)Form D/A ↗3 earlier filings
Jun 10, 2019Jun 18, 2019$700,000of $2.0M target19$36,842DebtRule 506(b)Form D ↗
May 8, 2017May 22, 2017$7,000,000fully sold17$411KEquityRule 506(b)Form D ↗
Sep 30, 2015Oct 14, 2015$4,272,206fully sold26$164KEquityRule 506(b)Form D ↗
Aug 6, 2013Aug 12, 2013$3,500,000of $5.0M target14$250KEquity06Form D ↗
Total, nine offerings$34,751,588

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 PawTree's Form D filed Dec 3, 2024.

JS
Jared Stone
Director
MI
RM
Roger Morgan
President and Chief Executive Officer
CR

Earlier filings also listed Mike Lohner (director, last listed Jun 2019), Jason Michal (director, last listed Jun 2019), Greg Warner (director, last listed Jun 2019) and Ted Root (director, last listed Oct 2015).

Sources

  1. SECPawTree, LLC Form D/A, filed Nov 24, 2020
  2. SECPawTree, LLC Form D/A, filed May 6, 2020
  3. SECPawTree, LLC Form D, filed Sep 5, 2019
  4. SECPawTree, LLC filing history