CSB&T Bancorp, Inc.
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$5M
Investors
40
Min Invest
$925
Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.
What this filing shows
·Every sentence is a value as filed on SEC Form D
CSB&T Bancorp, Inc. is a Tennessee corporation that filed a Form D with the SEC on August 22, 2023 in the Commercial Banking industry group. The offering claims Rule 504 and covers equity. CSB&T Bancorp, Inc. reported $5,020,858 sold from 40 investors of a $5,550,000 total offering as of the Form D filed August 22, 2023. The offering relies on Rule 504, which caps the offering at $10 million in a 12-month period. The filing reports non-accredited investors. The minimum investment accepted from an outside investor is $925. The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. The issuer's address of record is 1917 Heiman Street, Nashville, TN 37208.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
3
pre_sale, closed, lapsed
Investor
- 3 offering timelines: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
- The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV
Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Item 3 changed on the Form D filed 2023-08-22: 7 related persons added and 1 removed against the filing of 2020-10-07; 13 now listed. The names are in the Terminal feed.
Sergio S. Ora
Executive Officer, Director · Nashville, TN
President/CEO and Director
Jacky S. Akbari
Director · Nashville, TN
Aole S. Ansari
Director · Nashville, TN
LaDonna S. Boyd
Director · Nashville, TN
Corey S. Hammonds
Executive Officer · Nashville, TN
Chief Operating Officer / Credit Officer
Julie S. Lilliston
Director · Nashville, TN
Paul S. Luter
Director · Nashville, TN
Richard S. Manson`
Director · Nashville, TN
Chairman of the Board
Jeff S. McGruder
Executive Officer · Nashville, TN
Chief Relationship Officer
James S. Schmitz
Director · Nashville, TN
Laquita S. Stribling
Director · Nashville, TN
Charles S. Sueing
Director · Nashville, TN
Joseph S. Walker
Director · Nashville, TN
Questions About CSB&T Bancorp, Inc.
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is CSB&T Bancorp, Inc.?
CSB&T Bancorp, Inc. is a Tennessee corporation that filed a Form D with the SEC on August 22, 2023 in the Commercial Banking industry group. The filing claims Rule 504 for an offering of equity.
Is CSB&T Bancorp, Inc. legit?
AltStreet does not rate legitimacy; it reports the public record. CSB&T Bancorp, Inc. filed a Form D with the SEC on August 22, 2023 claiming Rule 504. A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $5,020,858 sold to 40 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is CSB&T Bancorp, Inc. registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that CSB&T Bancorp, Inc. claimed Rule 504 and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has CSB&T Bancorp, Inc. raised?
CSB&T Bancorp, Inc. reported $5,020,858 sold from 40 investors of a $5,550,000 total offering as of the Form D filed August 22, 2023.
Who can invest in CSB&T Bancorp, Inc.?
The offering relies on Rule 504, which caps the offering at $10 million in a 12-month period. The filing reports non-accredited investors. The minimum investment accepted from an outside investor is $925.
What is the minimum investment in CSB&T Bancorp, Inc.?
The Form D lists $925 as the minimum investment accepted from any outside investor as of August 22, 2023. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling CSB&T Bancorp, Inc. and how are they paid?
The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly.
Who is behind CSB&T Bancorp, Inc.?
The Form D lists 13 related persons: Sergio S. Ora, executive officer, director (President/CEO and Director); Jacky S. Akbari, director; Aole S. Ansari, director; LaDonna S. Boyd, director; Corey S. Hammonds, executive officer (Chief Operating Officer / Credit Officer); Julie S. Lilliston, director; Paul S. Luter, director; Richard S. Manson`, director (Chairman of the Board), and 5 more. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is CSB&T Bancorp, Inc. located?
The issuer's address on its SEC filings is 1917 Heiman Street, Nashville, TN 37208. Its phone number of record is 615-329-4668. It is organized under the laws of Tennessee.
How long is the CSB&T Bancorp, Inc. offering open?
The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open, and no amendment is on record yet.
What is CSB&T Bancorp, Inc.'s revenue?
The Form D reports a revenue range of $1 - $1,000,000.
Is this your company or fund?
Free claim: add your contact details, website, team and a description to this page. The filed facts stay as filed.
Verified Issuer, $480 a year: AltStreet checks the identity of your company and the authority of the person claiming it against your filings, confirms your contact details on a stated date and again at each renewal, and marks the page so people researching you find a current, attributed profile beside the public filing record. It is not a review of any offering.
Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.