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Primary Record Inc.

An app for families and care teams to organize and share health information.

Updated Nov 10, 2026·Latest SEC filing Jun 3, 2026·Suggest an edit

About Primary Record

Primary Record is a private company based in Mccordsville, Indiana, incorporated in 2023 in Delaware. It has reported $765,000 raised in two offerings on Form D since November 2023. Its chief executive is Jean Ross.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
May 14, 2026Jun 3, 2026$10,000of $95,000 target1$10,000Debt, convertible notesRule 506(b)Form D ↗
Nov 1, 2023Nov 6, 2023$755,000of $1.0M target6$125KDebt, Convertible NotesRule 506(b)Form D ↗
Total, two offerings$765,000

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 Primary Record's Form D filed Jun 3, 2026.

EB
Eric Beier
Director
JM
James McIntosh
Executive officer and director
Jean Ross
Jean Ross
Co-founder and CEO, director
PH

Earlier filings also listed Chris Ross (executive officer, last listed Nov 2023).

Sources

  1. SECPrimary Record Inc. filing history
  2. CompanyTerms of service
  3. CompanyHealthCall partnership announcement