1-A/A LIVE 0002147706 XXXXXXXX 024-12806 true Oak Companies, Inc. DE 2026 0002147706 6500 42-3270386 18 0 5925 Carnegie Blvd Suite 110 Charlotte NC 28209 248-835-7535 Raymond T. Davis Other 29197155.00 0.00 163931322.00 0.00 271805602.00 136260251.00 225524270.00 361784521.00 -116269326.00 271805602.00 21186069.00 47997208.00 0.00 -30480155.00 0.00 0.00 CohnReznick LLP Class A voting 9479172 000000N/A N/A Class B non-voting 3799992 000000N/A N/A N/A 0 000000N/A N/A N/A 0 000000N/A N/A true true Tier2 Audited Equity (common or preferred stock) Option, warrant or other right to acquire another security Security to be acquired upon exercise of option, warrant or other right to acquire security Y N N Y N N 3605000 0 10.0000 36312500.00 0.00 0.00 0.00 36312500.00 N/A 0.00 Digital Offering LLC 2625000.00 N/A 0.00 CohnReznick LLP 75000.00 Nelson Mullins Riley & Scarborough LLP 150000.00 N/A 0.00 Nelson Mullins Riley & Scarborough LLP 50000.00 000166401 33687500.00 Assumes fully subscribed offering and fully-exercised warrants offered. Also includes such number of common shares (estimated at 4,806,667) that are issuable upon conversion of preferred stock. Issuer receives no additional proceeds upon that conversion. true AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC PR A0 A1 A2 A3 A4 A5 A6 A7 A8 A9 B0 Z4 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC PR A0 A1 A2 A3 A4 A5 A6 A7 A8 A9 B0 Z4 Red Oak Capital Fund VII, LLC 9.0 Percent Series A Unsecured Bonds 2759000 0 $2,759,000.00 - face amount Red Oak Income Opportunity Fund II, LLC 9.0 Percent Senior Unsecured Bonds 1011000 0 $1,011,000.00 - face amount Oak Institutional Credit Solutions, LLC Non-Managing Member Membership Interests 2780000 0 $2,780,000.00 - face amount Oak Parallel Bridge Credit Fund, LLC Non-Managing Member Membership Interests 3458000 0 $3,458,000.00 - face amount The first offering (Red Oak Capital Fund VII, LLC) was a qualified Tier 2 Regulation A offering. The other three offerings were made pursuant to Rule 506(c) and sales were made only to accredited investors.