0001047852-26-000001.txt : 20260313 0001047852-26-000001.hdr.sgml : 20260313 20260313103614 ACCESSION NUMBER: 0001047852-26-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering FILED AS OF DATE: 20260313 DATE AS OF CHANGE: 20260313 EFFECTIVENESS DATE: 20260313 FILER: COMPANY DATA: COMPANY CONFORMED NAME: M FINANCIAL HOLDINGS INC CENTRAL INDEX KEY: 0001047852 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-576442 FILM NUMBER: 26750623 BUSINESS ADDRESS: STREET 1: 1125 NW COUCH STREET STREET 2: SUITE 900 CITY: PORTLAND STATE: OR ZIP: 97209 BUSINESS PHONE: 503-232-6960 MAIL ADDRESS: STREET 1: 1125 NW COUCH STREET STREET 2: SUITE 900 CITY: PORTLAND STATE: OR ZIP: 97209 D 1 primary_doc.xml X0708 D LIVE 0001047852 M FINANCIAL HOLDINGS INC 1125 NW COUCH STREET SUITE 900 PORTLAND OR OREGON 97209 503-232-6960 DELAWARE None None Corporation true David F. Byers, Jr. 850 Shades Creek Parkway Suite 300 Birmingham AL ALABAMA 35209 Director Kristin L. Barens 1421 Emerson Avenue Oxnard CA CALIFORNIA 93033 Director Ronald J. Greenberg 67 East Park Place Suite 750 Morristown NJ NEW JERSEY 07960 Director Luther A. Lockwood II 301 S. McDowell Street Suite 1100 Charlotte NC NORTH CAROLINA 28204 Director Robert M. McCullough 4200 West 115th Street #210 Leawood KS KANSAS 66211 Director Michael A. Mingolelli, Jr. 197 1st Avenue Needham MA MASSACHUSETTS 02494 Director Preston M. Sartelle 675 Bering Drive Suite 500 Houston TX TEXAS 77057 Director Lauren S. Thomas Compton 5550 W. Executive Drive Suite 500 Tampa FL FLORIDA 33609 Director Christopher J. Weyrauch 1125 NW Couch Street Suite 900 Portland OR OREGON 97209 Director Peter M. Williams 6735 Conroy Road Suite 218 Orlando FL FLORIDA 32835 Director Russell G. Bundschuh 1125 NW Couch Street Suite 900 Portland OR OREGON 97209 Executive Officer Director Director, President, CEO Melanie L. Carpenter 1125 NW Couch Street Suite 900 Portland OR OREGON 97209 Executive Officer Corporate Secretary Jason D. Christian 1125 NW Couch Street Suite 900 Portland OR OREGON 97209 Executive Officer SVP, Chief Legal Officer Jennifer L. Congdon 1125 NW Couch Street Suite 900 Portland OR OREGON 97209 Executive Officer SVF, Chief People Officer Jeffrey M. Currie 1125 NW Couch Street Suite 900 Portland OR OREGON 97209 Executive Officer SVP Brittany D. Grambo 1125 NW Couch Street Suite 900 Portland OR OREGON 97209 Executive Officer Treasurer, Controller Andrew P. Graves 1125 NW Couch Street Suite 900 Portland OR OREGON 97209 Executive Officer SVP, Chief Revenue Officer Brooke Zrno Grisham 1125 NW Couch Street Suite 900 Portland OR OREGON 97209 Executive Officer SVP Andrew G. Kanelos 1125 NW Couch Street Suite 900 Portland OR OREGON 97209 Executive Officer SVP Steven J. Sanders 1125 NW Couch Street Suite 900 Portland OR OREGON 97209 Executive Officer EVP, Chief Operating Officer Michael S. Schoonmaker 1125 NW Couch Street Suite 900 Portland OR OREGON 97209 Executive Officer SVP Venkataraman Kumaresh Tiruppayanam 1125 NW Couch Street Suite 900 Portland OR OREGON 97209 Executive Officer SVP, Chief Strategy Officer Insurance Decline to Disclose 06b false 2026-03-13 false true false 0 8857670 8857670 0 true 25 217 0 0 0 false M FINANCIAL HOLDINGS INC /s/ Jason D. Christian Jason D. Christian SVP, Chief Legal Officer 2026-03-13