Beneficient
BENFFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Beneficient Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 6 annual periods. The latest annual period ends Mar 31, 2026. The latest insider filing shown is dated Dec 9, 2025.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Beneficient's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-12-23 · Welday Jeff: Larger than 45 of the 49 other insider sales of Class A Common Stock on file. SEC filing
- 2024-09-06 · Welday Jeff: Larger than all 49 other insider sales of Class A Common Stock on file. SEC filing
- 2024-09-06 · GWG Wind Down Trust: Larger than 12 of the 13 other insider sales of Class A Common Stock, $0.001 par value on file. SEC filing
- 2024-08-29 · Welday Jeff: Larger than 46 of the 49 other insider sales of Class A Common Stock on file. SEC filing
- 2024-08-28 · Welday Jeff: Larger than 48 of the 49 other insider sales of Class A Common Stock on file. SEC filing
- 2024-08-27 · Welday Jeff: Larger than 47 of the 49 other insider sales of Class A Common Stock on file. SEC filing
- 2024-08-22 · GWG Wind Down Trust: Larger than all 13 other insider sales of Class A Common Stock, $0.001 par value on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-03-04 | Welday Jeff · See Remarks | Class A Common Stock | S — Open market or private sale | −941 | 0.34 | SEC filing |
| 2025-02-28 | Welday Jeff · See Remarks | Class A Common Stock | S — Open market or private sale | −442 | 0.41 | SEC filing |
| 2025-02-27 | Welday Jeff · See Remarks | Class A Common Stock | S — Open market or private sale | −238 | 0.41 | SEC filing |
| 2025-02-26 | Welday Jeff · See Remarks | Class A Common Stock | S — Open market or private sale | −201 | 0.42 | SEC filing |
| 2025-02-25 | Welday Jeff · See Remarks | Class A Common Stock | S — Open market or private sale | −408 | 0.42 | SEC filing |
| 2025-02-24 | Welday Jeff · See Remarks | Class A Common Stock | S — Open market or private sale | −548 | 0.42 | SEC filing |
| 2025-02-21 | Welday Jeff · See Remarks | Class A Common Stock | S — Open market or private sale | −476 | 0.44 | SEC filing |
| 2025-02-20 | Welday Jeff · See Remarks | Class A Common Stock | S — Open market or private sale | −204 | 0.45 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-12-05 | CANGANY PETER T JR · Director | Class A Common Stock | A — Grant, award, or other acquisition | +635,690 | SEC filing |
| 2025-12-05 | Schnitzer Bruce William · Director | Class A Common Stock | A — Grant, award, or other acquisition | +931,837 | SEC filing |
| 2025-07-21 | Welday Jeff · See Remarks | Class A Common Stock | A — Grant, award, or other acquisition | +30,687 | SEC filing |
| 2025-04-24 | Welday Jeff · See Remarks | Class A Common Stock | A — Grant, award, or other acquisition | +1,670 | SEC filing |
| 2025-01-16 | Welday Jeff · See Remarks | Class A Common Stock | A — Grant, award, or other acquisition | +1,670 | SEC filing |
| 2025-01-14 | Welday Jeff · See Remarks | Class A Common Stock | A — Grant, award, or other acquisition | +61,592 | SEC filing |
| 2024-11-21 | Wendel Karen · Director | Stock Option (Right to Buy) | A — Grant, award, or other acquisition | +100,000 | SEC filing |
| 2024-11-21 | Wendel Karen · Director | Class A Common Stock | A — Grant, award, or other acquisition | +207,317 | SEC filing |
Showing 8 of 20 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2023-08-01 | GWG Holdings, Inc. · 10% owner | Class A Common Stock, $0.001 par value | J — Other acquisition or disposition | −119,975 | SEC filing |
| 2023-08-01 | GWG Holdings, Inc. · 10% owner | Class A Common Stock, $0.001 par value | J — Other acquisition or disposition | −102,530,680 | SEC filing |
| 2023-08-01 | GWG Holdings, Inc. · 10% owner | Class A Common Stock, $0.001 par value | J — Other acquisition or disposition | −67,100,832 | SEC filing |
| 2023-07-07 | GWG Holdings, Inc. · 10% owner | Class A Common Stock, $0.001 par value | J — Other acquisition or disposition | +119,975 | SEC filing |
| 2023-07-07 | GWG Holdings, Inc. · 10% owner | Preferred C-1 Unit of Beneficient Company Holdings, L.P. | J — Other acquisition or disposition | −43,920,786 | SEC filing |
| 2023-07-07 | GWG Holdings, Inc. · 10% owner | Preferred C-1 Unit of Beneficient Company Holdings, L.P. | J — Other acquisition or disposition | −119,975 | SEC filing |
| 2023-07-07 | GWG Holdings, Inc. · 10% owner | Class A Common Stock, $0.001 par value | J — Other acquisition or disposition | +43,920,786 | SEC filing |
Showing 7 of 7 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.