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Beneficient

BENFW
Exchange
Nasdaq
Industry
Finance Services
SEC CIK
0001775734

In the last 90 days, Beneficient insiders filed 3 open-market purchases and 0 sales; 19 institutions reported holding it in 13F filings for Q2 2026, worth $50.3K in total; no superinvestor holds it.

Other share classesBENF

Open-market trades, last 90 days

Open-market purchases (P) and sales (S) by Beneficient insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.

Open-market buys
3 filings
3 insiders, $35.0K in total
Open-market sells
0 filings
Insiders trading
3
Net value
+$35.0K
Purchases minus sales

Insider roster

Directors, officers and 10% owners who have filed a Form 4 for Beneficient, current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.

Insider roster for Beneficient
NameTitleLast reported holdingLast filingFilings, past year
Wendel KarenDirector102,890Sep 22, 20261
Schnitzer Bruce WilliamDirector513,553Sep 22, 20262
Hicks Mack H.Director, 10% Owner26,828Sep 22, 20261
Hicks Holdings Operating LLC10% Owner26,828Sep 22, 20261
Cangany Peter T JrDirector379,131Sep 22, 20263
Fletcher Derek L.See Remarks5,336Sep 17, 20261
Silk James G.Chief Executive Officer1,110,930Sep 17, 20261
Welday JeffSee Remarks172,394Jul 23, 20250
GWG Wind Down Trust10% Owner536,475Oct 7, 20240
Donegan Patrick J.Director138,212Oct 2, 20240
Rutledge Maria S.Chief Technology Officer2,540Sep 27, 20240
Hicks Thomas ODirector50,000IndirectAug 28, 20240
Lockhart Dennis PDirector1,296Jun 11, 20240
Heppner Brad KSee Remarks17,092Jun 11, 20240
Hill Emily B.Director1,143Jun 11, 20240
Wilson Scott W.Chief Underwriting Officer2,444Jun 11, 20240
Ezell Gregory W.Chief Financial Officer2,518Jun 11, 20240
GWG Holdings, Inc.10% Owner0IndirectAug 1, 20230
GWG Life USA, LLC10% Owner0IndirectAug 1, 20230

Insider trades

Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Sep 17, 2026 (view filing)4:15 PM ETSep 152 daysFletcher Derek L.See RemarksPPurchaseClass A Common Stock+4.72K$1.06+$5.00K+762.0%5.34K after
Sep 17, 2026 (view filing)4:15 PM ETSep 152 daysCangany Peter T JrDirectorPPurchaseClass A Common Stock+18.9K$1.06+$20.0K+23.7%98.5K after
Sep 17, 2026 (view filing)4:15 PM ETSep 152 daysSilk James G.Chief Executive OfficerPPurchaseClass A Common Stock+9.43K$1.06+$10.0K+0.9%1.11M after
Mar 4, 2025 (view filing)7:01 PM ETFeb 28-Mar 44 daysWelday JeffSee RemarksSSaleClass A Common Stock−1.38K$0.3624−$501.16−1.0%140.0K after2 lots
Feb 27, 2025 (view filing)6:33 PM ETFeb 25-272 daysWelday JeffSee RemarksSSaleClass A Common Stock−847$0.4172−$353.36−0.6%141.4K after3 lots
Feb 24, 2025 (view filing)6:31 PM ETFeb 20-244 daysWelday JeffSee RemarksSSaleClass A Common Stock−1.23K$0.4327−$531.4−0.9%142.3K after3 lots
Feb 19, 2025 (view filing)6:36 PM ETFeb 14-195 daysWelday JeffSee RemarksSSaleClass A Common Stock−1.74K$0.4825−$837.21−1.2%143.5K after3 lots
Feb 13, 2025 (view filing)Feb 11-132 daysWelday JeffSee RemarksSSaleClass A Common Stock−3.98K$0.6432−$2.56K−2.7%145.2K after3 lots
Feb 10, 2025 (view filing)Feb 6-104 daysWelday JeffSee RemarksSSaleClass A Common Stock−782$0.5857−$457.98−0.5%149.2K after3 lots
Feb 6, 2025 (view filing)Feb 3-53 daysLateWelday JeffSee RemarksSSaleClass A Common Stock−612$0.5944−$363.8−0.4%150.0K after3 lots
Jan 31, 2025 (view filing)Jan 29-312 daysWelday JeffSee RemarksSSaleClass A Common Stock−1.68K$0.62−$1.04K−1.1%150.6K after3 lots
Dec 23, 2024 (view filing)Dec 23Same dayWelday JeffSee RemarksSSaleClass A Common Stock−3.36K$0.65−$2.19K−3.6%89.0K after
Dec 20, 2024 (view filing)Dec 18-202 daysWelday JeffSee RemarksSSaleClass A Common Stock−2.94K$0.6983−$2.06K−3.1%92.4K after3 lots
Dec 17, 2024 (view filing)Dec 13-174 daysWelday JeffSee RemarksSSaleClass A Common Stock−2.63K$0.7842−$2.06K−2.7%95.3K after3 lots
Dec 12, 2024 (view filing)Dec 10-122 daysWelday JeffSee RemarksSSaleClass A Common Stock−2.41K$0.7923−$1.91K−2.4%98.0K after3 lots
Dec 9, 2024 (view filing)Dec 5-94 daysWelday JeffSee RemarksSSaleClass A Common Stock−3.62K$0.812−$2.94K−3.5%100.4K after3 lots
Dec 4, 2024 (view filing)Dec 2-42 daysWelday JeffSee RemarksSSaleClass A Common Stock−4.74K$0.8236−$3.90K−4.4%104.0K after3 lots
Nov 29, 2024 (view filing)Nov 26-293 daysWelday JeffSee RemarksSSaleClass A Common Stock−6.50K$0.9507−$6.18K−5.6%108.7K after3 lots
Nov 25, 2024 (view filing)Nov 223 daysCangany Peter T JrDirectorPPurchaseClass A Common Stock+25.0K$0.95+$23.8K+8.3%325.0K after
Nov 20, 2024 (view filing)Nov 191 dayCangany Peter T JrDirectorPPurchaseClass A Common Stock+75.0K$0.9267+$69.5K+300.0%100.0K after2 lots
Sep 27, 2024 (view filing)Sep 207 daysLateRutledge Maria S.Chief Technology OfficerPPurchaseClass A Common Stock+900$1.11+$999+54.9%2.54K after
Sep 9, 2024 (view filing)Sep 5-64 daysWelday JeffSee RemarksSSaleClass A Common Stock−24.3K$2.43−$58.9K−29.9%57.0K after2 lots
Sep 9, 2024 (view filing)Sep 6-93 daysGWG Wind Down Trust10% OwnerSSaleClass A Common Stock, $0.001 par value−586.2K$2.72−$1.59M−52.2%536.5K after2 lots
Sep 5, 2024 (view filing)Sep 3-42 daysWelday JeffSee RemarksSSaleClass A Common Stock−1.94K$1.51−$2.93K−2.3%81.3K after2 lots
Sep 3, 2024 (view filing)Aug 29-305 daysWelday JeffSee RemarksSSaleClass A Common Stock−4.59K$1.56−$7.19K−5.2%83.2K after2 lots
Aug 29, 2024 (view filing)Aug 27-282 daysWelday JeffSee RemarksSSaleClass A Common Stock−14.1K$1.80−$25.5K−13.9%87.8K after2 lots
Aug 28, 2024 (view filing)Aug 271 dayCangany Peter T JrDirectorPPurchaseClass A Common Stock+30.0K$1.97+$59.1K+150.0%50.0K after2 lots
Aug 28, 2024 (view filing)Aug 27-281 dayGWG Wind Down Trust10% OwnerSSaleClass A Common Stock, $0.001 par value−10.8K$2.00−$21.7K−1.0%1.12M after2 lots
Aug 23, 2024 (view filing)Aug 21-222 daysGWG Wind Down Trust10% OwnerSSaleClass A Common Stock, $0.001 par value−546.0K$2.81−$1.53M−32.5%1.13M after2 lots
Aug 21, 2024 (view filing)Aug 19-202 daysCangany Peter T JrDirectorPPurchaseClass A Common Stock+27.5K$2.28+$62.7K+1,100.0%30.0K after2 lots
Aug 21, 2024 (view filing)Aug 20-211 dayGWG Wind Down Trust10% OwnerSSaleClass A Common Stock, $0.001 par value−4.69K$2.36−$11.1K−0.3%1.68M after2 lots
Aug 19, 2024 (view filing)Aug 16-193 daysGWG Wind Down Trust10% OwnerSSaleClass A Common Stock, $0.001 par value−15.0K$2.36−$35.4K−0.9%1.68M after2 lots
Aug 16, 2024 (view filing)Aug 151 dayGWG Wind Down Trust10% OwnerSSaleClass A Common Stock, $0.001 par value−31.1K$2.38−$73.9K−1.8%1.70M after
Aug 15, 2024 (view filing)Aug 13-142 daysGWG Wind Down Trust10% OwnerSSaleClass A Common Stock, $0.001 par value−48.6K$2.40−$116.5K−2.7%1.73M after2 lots
Feb 22, 2024 (view filing)4:46 PM ETFeb 20-212 daysCangany Peter T JrDirectorPPurchaseClass A Common Stock+400.0K$0.255+$102.0KNew position200.0K after2 lots