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Private company

Zippy, Inc. /DE

American Other Banking and Financial Services company based in Dallas. Summary from the record

Last updated Oct 21, 2026.

Overview

  • HeadquartersDE1
  • Legal formCorporation

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Corporate structure

Zippy, Inc. /DE sits at the top of its group. 2 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from major holders from Schedules 13D and 13G; stakes of 5% or more it reported on Schedules 13D and 13G (1 companies). Each entity in the chart links to its source.

Leadership

Named in SEC Form D filings

People the company listed in its private-offering notices.

  • Executive Officer, DirectorBen Halliday named Oct 7, 2021 to Dec 16, 20252
  • Executive Officer, DirectorJordan Bucy named Oct 7, 2021 to Dec 16, 20252
  • DirectorJake Betzel named Oct 15, 2024 to Dec 16, 20252
  • DirectorJohn Bertrand named Dec 16, 20252
  • DirectorWade Peery named Aug 31, 2022 to Dec 16, 20252
  • DirectorWesley Gottesman named Aug 31, 2022 to Dec 16, 20252
  • DirectorAndrew Townsend named Aug 31, 20223

Filings

5 filings to the SEC since October 2021: 5 private raises. The latest 5:

  1. Oct 15, 2026D EDGAR
  2. Dec 16, 2025D EDGAR
  3. Oct 15, 2024D EDGAR
  4. Aug 31, 2022D EDGAR
  5. Oct 7, 2021D EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Stakes it holds

Zippy, Inc. /DE has told the SEC it owns more than 5% of 1 company, latest first (Schedules 13D and 13G).

Funding

Where the company's money came from, by calendar year: private offerings filed with the SEC, federal grants, loans, contracts and other assistance from USAspending.gov, and PPP loans from the SBA. Each bar links to the records below.

Money received by year$57.3M 2021–2025
Money received by yearMoney received by year, 2021–2025: $57.3M in all. Private raises (Form D) $57.3M.$0$5M$10M$15M$20M2021 · Private raises (Form D): $3.2M20212022 · Private raises (Form D): $15.5M202220232024 · Private raises (Form D): $19.6M20242025 · Private raises (Form D): $19.0M2025
Figures by year
YearPrivate raises (Form D)Total
2025$19.0M$19.0M
2024$19.6M$19.6M
2022$15.5M$15.5M
2021$3.2M$3.2M

Private raises

Private offerings the company reported to the SEC on Form D. The amount is what the latest filing says was sold so far, charted in the year of the first sale. Covers filings since Oct 1, 2021.

  1. Dec 9, 2025Raised $19 million in a private offering of equity2 Form D: 1 investor so far Form D
  2. Sep 27, 2024Raised $19.6 million in a private offering of equity5 Form D: 17 investors so far Form D
  3. Aug 19, 2022Raised $15.5 million in a private offering of equity3 Form D: 7 investors so far Form D
  4. Sep 15, 2021Raised $3.2 million in a private offering of equity6 Form D: $3.2 million offered in all Form D

Sources

The numbers on this page point here. Each one links to the record it came from.

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