About PB Financial
PB Financial is a private company based in Rocky Mount, North Carolina. It has reported $43,142,895 raised in four offerings on Form D since December 2019. Its chief executive is Ted Whitehurst.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Jan 30, 2024 | Feb 14, 2024 | $11,784,000target not set | 17 | $693K | EquityRule 506(b) | Form D ↗ |
| Aug 4, 2023 | Aug 17, 2023 | $7,358,895of $10.0M target | 42 | $175K | EquityRule 506(b) | Form D ↗ |
| Jan 27, 2022 | Jan 31, 2022 | $12,000,000fully sold | 22 | $545K | DebtRule 506(b) | Form D ↗ |
| Dec 18, 2019 | Dec 31, 2019 | $12,000,000fully sold | 15 | $800K | DebtRule 506(b) | Form D ↗ |
| Total, four offerings | $43,142,895 | |||||
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 PB Financial's Form D filed Feb 14, 2024.
MB
Michael Boddie
Director
JI
Joseph Brewer III
Director
BM
Bryan Mayo
Director
DK
David Keul
Executive Vice President and Chief Financial Officer
DM
Douglas Martin
Director
TW
Ted Whitehurst
President, Chief Executive Officer, and Director
WD
William Davis
Director
WI
Wiley Gillam III
Director
RA
Richard Anderson
Director
MM
Melvin Mitchell
Director