About When Insurance Agency
When Insurance Agency is a private company based in Highwood, Illinois. It has reported $15,722,494 raised in four offerings on Form D since October 2021. Its chief executive is Andrew Hamilton.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Dec 5, 2025 | Feb 2, 2026 | $10,199,662fully sold | 20 | $509K | Equity, Securities on exerciseRule 506(b) | Form D ↗ |
| Jun 12, 2024 | Jul 2, 2024 | $3,842,838of $4.6M target | 14 | $274K | EquityRule 506(b) | Form D ↗ |
| Jun 30, 2023 | Jul 14, 2023 | $599,999of $1.5M target | 2 | $299K | EquityRule 506(b) | Form D ↗ |
| Oct 22, 2021 | Oct 29, 2021 | $1,079,995fully sold | 12 | $90,000 | EquityRule 506(b) | Form D ↗ |
| Total, four offerings | $15,722,494 | |||||
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 When Insurance Agency's Form D filed Feb 2, 2026.
AH
Andrew Hamilton
Chief Executive Officer and director
JM
Jeffrey Maters
Director
RG
Robert Garber
Director
DW
Daniel Wertheimer
Director
TC
Tara Conger
Director
TS
Todd Stern
Director
NG
Nicole Gunderson
Director
Earlier filings also listed Kevin Koperski (executive officer and director, last listed Oct 2021).