Don,
Here is the note that I got back from my team.
Hey Robert:
If he wants to obtain more documents in addition to the subscription agreement, then it would never hurt anything, but as long as he received his shares from the “subscription” we usually do not require anything else.
His friends may have received their shares via a different offering method, therefore, different documentation is required.
It appears that we should be fine with just the subscription agreement.
Robert Allsup