Capital Flow Monitor · Sponsors · CIK 1217315

PROVIDENT MORTGAGE TRUST INC

1235 NORTH DUTTON AVENUE, SUITE E, SANTA ROSA, CA, 95401 · 650-352-1300

REITS and Finance · Corporation· inc. MARYLAND true

Fit score

24

  • filed<=4mo+12
  • industry:REITS and Finance+8
  • people+4

Offering

Sold

$289.9M

% sold

Investors

422

Min investment

$100K

Exemption

506(b)

Filing history

FiledFormRuleOfferingSold% soldInvestors
2026-07-17 D/A 506(b) $262.6M 720 EDGAR ↗
2026-06-09 D/A ·current 506(b) $289.9M 422 EDGAR ↗
2025-10-15 D/A 506(b) $250.0M $58.3M 23.3% 155 EDGAR ↗
2025-07-17 D/A 506(b) $224.6M 630 EDGAR ↗

Related persons

Executive officers, directors and promoters, as filed.

  • R Craig Pica — Executive Officer / Director, Santa Rosa, CA
  • Michael Heren — Executive Officer / Director, Santa Rosa, CA
  • Nathaniel Chaney — Executive Officer, Santa Rosa, CA

Placement agents

  • No sales compensation reported — direct raise.

Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.