Beneficient is a financial services company, which engages in providing alternative assets, financial and investment services. It offers services to individual investors, wealth advisors, general partners, and institutional investors. It operates through the following segments: Ben Liquidity, Ben Custody, Customer ExAlt Trusts, and Corporate and Other. The Ben Liquidity segment offers liquidity products and services. The Ben Custody segment provides trust and custody administration services. The Customer ExAlt Trusts segment includes investments in alternative assets. The Corporate and Other segment relates to its overhead and administrative costs. The company was founded by Brad K. Heppner on June 6, 2023 and is headquartered in Dallas, TX. |
Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
GWG Wind Down Trust | 10% Owner | Oct 04 '24 | Sale | 1.79 | 188,292 | 337,043 | 348,183 | Oct 07 02:34 PM | Rutledge Maria S. | Chief Technology Officer | Sep 20 '24 | Buy | 1.11 | 900 | 999 | 2,540 | Sep 27 06:03 PM | GWG Wind Down Trust | 10% Owner | Sep 06 '24 | Sale | 2.93 | 479,511 | 1,404,967 | 643,178 | Sep 09 07:26 PM | GWG Wind Down Trust | 10% Owner | Sep 09 '24 | Sale | 1.75 | 106,703 | 186,730 | 536,475 | Sep 09 07:26 PM | Welday Jeff | See Remarks | Sep 06 '24 | Sale | 2.43 | 24,175 | 58,745 | 56,984 | Sep 09 04:05 PM | Welday Jeff | See Remarks | Sep 05 '24 | Sale | 1.50 | 130 | 195 | 81,159 | Sep 09 04:05 PM | Welday Jeff | See Remarks | Sep 04 '24 | Sale | 1.51 | 1,701 | 2,569 | 81,289 | Sep 05 04:05 PM | Welday Jeff | See Remarks | Sep 03 '24 | Sale | 1.50 | 240 | 360 | 82,990 | Sep 05 04:05 PM | Welday Jeff | See Remarks | Aug 29 '24 | Sale | 1.57 | 3,782 | 5,938 | 84,040 | Sep 03 04:15 PM | Welday Jeff | See Remarks | Aug 30 '24 | Sale | 1.54 | 810 | 1,247 | 83,230 | Sep 03 04:15 PM | Welday Jeff | See Remarks | Aug 28 '24 | Sale | 1.73 | 9,818 | 16,985 | 87,822 | Aug 29 04:40 PM | Welday Jeff | See Remarks | Aug 27 '24 | Sale | 1.97 | 4,307 | 8,485 | 97,692 | Aug 29 04:40 PM | GWG Wind Down Trust | 10% Owner | Aug 28 '24 | Sale | 2.00 | 8,673 | 17,346 | 1,122,689 | Aug 28 06:47 PM | GWG Wind Down Trust | 10% Owner | Aug 27 '24 | Sale | 2.00 | 2,167 | 4,345 | 1,131,362 | Aug 28 06:47 PM | CANGANY PETER T JR | Director | Aug 27 '24 | Buy | 1.97 | 30,000 | 59,100 | 125,000 | Aug 28 09:08 AM | GWG Wind Down Trust | 10% Owner | Aug 22 '24 | Sale | 2.81 | 545,323 | 1,532,358 | 1,133,529 | Aug 23 06:53 PM | GWG Wind Down Trust | 10% Owner | Aug 21 '24 | Sale | 2.35 | 685 | 1,610 | 1,678,852 | Aug 23 06:53 PM | GWG Wind Down Trust | 10% Owner | Aug 20 '24 | Sale | 2.36 | 4,001 | 9,442 | 1,679,537 | Aug 21 07:06 PM | GWG Wind Down Trust | 10% Owner | Aug 21 '24 | Sale | 2.36 | 685 | 1,617 | 1,678,852 | Aug 21 07:06 PM | CANGANY PETER T JR | Director | Aug 19 '24 | Buy | 2.28 | 23,002 | 52,445 | 25,502 | Aug 21 04:15 PM | CANGANY PETER T JR | Director | Aug 20 '24 | Buy | 2.27 | 4,498 | 10,210 | 30,000 | Aug 21 04:15 PM | GWG Wind Down Trust | 10% Owner | Aug 19 '24 | Sale | 2.36 | 14,722 | 34,744 | 1,683,538 | Aug 19 06:47 PM | GWG Wind Down Trust | 10% Owner | Aug 16 '24 | Sale | 2.38 | 296 | 704 | 1,698,260 | Aug 19 06:47 PM | GWG Wind Down Trust | 10% Owner | Aug 15 '24 | Sale | 2.38 | 31,060 | 73,923 | 1,698,556 | Aug 16 12:18 PM | GWG Wind Down Trust | 10% Owner | Aug 13 '24 | Sale | 2.40 | 26,470 | 63,528 | 1,751,708 | Aug 15 06:58 PM | GWG Wind Down Trust | 10% Owner | Aug 14 '24 | Sale | 2.40 | 22,092 | 53,021 | 1,729,616 | Aug 15 06:58 PM | CANGANY PETER T JR | Director | Feb 20 '24 | Buy | 0.26 | 200,000 | 52,000 | 200,000 | Feb 22 04:46 PM | CANGANY PETER T JR | Director | Feb 21 '24 | Buy | 0.25 | 200,000 | 50,000 | 200,000 | Feb 22 04:46 PM |
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