Financial Strategies Acquisition Corp.

Overview

• IndustryBlank Checks¹
• HeadquartersDallas, Texas¹
• Incorporated inDE²
• Business addressC/O Celtic Asset & Equity Partners, Ltd., 2626 Cole Avenue Suite 300, Dallas, Tx 75204²
• Filer category, Emerging growth company²
• Legal formCorporation

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Corporate structure

Financial Strategies Acquisition Corp. sits at the top of its group. 1 entity, 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. Each entity in the chart links to its source.

Leadership

Who has led Financial Strategies Acquisition Corp., and when. Pick a name to see everywhere that person has worked.

• Chief executive officerAlexander Schinzing V. Feb 6, 2023 to Feb 6, 2023³
• Chief executive officerTimo Vainionpaa Jun 21, 2022 to Jun 21, 2022⁴
• Chief executive officerJamal Khurshid Dec 9, 2021 to Dec 9, 2021⁵
• Chief financial officerHorst Rzepka Dec 9, 2021 to Dec 9, 2021⁶

Named in SEC Form D filings

People the company listed in its private-offering notices.

• Chief Executive Officer, DirectorJamie Khurshid named Dec 16, 2021¹¹

Timeline

1. Aug 11, 20238-K Change of auditor¹²
2. Jun 15, 20238-K New debt or obligation¹³
3. May 16, 20238-K New debt or obligation¹⁴
4. Apr 27, 20238-K New debt or obligation; Listing notice or transfer¹⁵
5. Apr 11, 20238-K New debt or obligation¹⁶
6. Mar 14, 20238-K New debt or obligation¹⁷
7. Feb 17, 20238-K Entered a material agreement; Unregistered sale of shares; Regulation FD disclosure¹⁸
8. Feb 9, 20238-K New debt or obligation; Regulation FD disclosure¹⁹
9. Feb 6, 2023New chief executive Alexander Schinzing V. becomes CEO³
10. Jan 31, 20238-K Executive or director change²⁰
11. Jan 11, 20238-K New debt or obligation; Unregistered sale of shares; Regulation FD disclosure²¹
12. Dec 13, 20228-K Entered a material agreement; New debt or obligation; Bylaws or fiscal year changed²²
13. Dec 12, 20228-K Change of auditor²³
14. Jun 21, 2022New chief executive Timo Vainionpaa becomes CEO⁴
15. Dec 9, 2021New chief executive Jamal Khurshid becomes CEO⁵

Filings

68 filings to the SEC since October 2021: 1 annual reports, 3 quarterly reports, 19 major events, 10 insider forms, 14 large holders, 1 private raises, 20 other. The latest 20:

1. Feb 5, 2024SC 13G/A EDGAR
2. Aug 11, 20238-K EDGAR
3. Jun 15, 20238-K EDGAR
4. May 16, 20238-K EDGAR
5. May 12, 2023NT 10-Q EDGAR
6. Apr 27, 20238-K EDGAR
7. Apr 11, 20238-K EDGAR
8. Mar 29, 2023NT 10-K EDGAR
9. Mar 14, 20238-K EDGAR
10. Feb 21, 2023SC 13G EDGAR
11. Feb 17, 2023425 EDGAR
12. Feb 17, 20238-K EDGAR
13. Feb 14, 2023SC 13G/A EDGAR
14. Feb 14, 2023SC 13G/A EDGAR
15. Feb 9, 20238-K EDGAR
16. Feb 8, 2023SC 13G/A FXCOU13GAMEND2023 EDGAR
17. Feb 6, 20234 OWNERSHIP DOCUMENT EDGAR
18. Feb 1, 2023SC 13D/A EDGAR
19. Jan 31, 20238-K EDGAR
20. Jan 11, 20238-K EDGAR

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

Insider trades

1 open-market trades by officers, directors and large owners since October 2021: 1 buys and 0 sales. Grants, option exercises and gifts are left out.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

• Space Summit Capital LLCSC 13G/A, 5 filings Dec 17, 2021 to Feb 5, 2024²⁴
• Lighthouse Investment Partners, LLCSC 13G/A, 2 filings Feb 14, 2022 to Feb 14, 2023²⁵
• Saba Capital Management, L.P.SC 13G/A, 2 filings Dec 20, 2021 to Feb 14, 2023²⁶
• FSC Sponsor LLCSC 13D/A, 2 filings Dec 17, 2021 to Feb 1, 2023²⁷
• Lawrence FeisSC 13G/A, 3 filings Dec 16, 2021 to Dec 23, 2022²⁸

Money raised

Private offerings the company reported to the SEC on Form D.

1. Dec 2, 2021Raised $5 million in a private offering of equity Form D: 11 investors so far Form D

SEC filer profile

How Financial Strategies Acquisition Corp. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

• Name on EDGARFinancial Strategies Acquisition Corp.¹
• CIK0001817565
• Filer status<br>emerging growth company¹
• Incorporated inDelaware¹
• Fiscal year endsDecember 31¹
• Industry code (SIC)6770 Blank Checks¹
• SEC reviewing officeOffice of Real Estate & Construction, Division of Corporation Finance¹
• Business addressC/O Celtic Asset & Equity Partners, Ltd., 2626 Cole Avenue Suite 300, Dallas, TX 75204¹
• Phone(972) 560-4815¹
• On EDGAR sinceJan 13, 2021¹
• Filings72 in all: 8-K (18), 3 (8), SC 13G/A (7), CORRESP (5), SC 13G (5), 10-Q (3), 25-NSE (2), 4 (2)¹
  All 27 form types

  NT 10-Q (2), S-1/A (2), UPLOAD (2), 10-K (1), 424B4 (1), 425 (1), 8-A12B (1), 8-K/A (1), CERT (1), D (1), DEF 14A (1), DEFA14A (1), DRS (1), EFFECT (1), NT 10-K (1), PRE 14A (1), S-1 (1), SC 13D (1), SC 13D/A (1)

• Latest filingsAnnual report (10-K) Mar 31, 2022
  Quarterly report (10-Q) Nov 14, 2022
  Proxy statement (DEF 14A) Nov 14, 2022
  Latest 8-K (8-K) Aug 11, 2023