Beneficient
Total Trades
21
Buys
6
Sells
13
Largest Trade
$1M+
Insiders
4
Institutional Funds
10
Inst. Value
$1M+
Activist Filings
28
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Welday Jeff | See Remarks | SELL | <$1K | 847 | $0.42 | Feb 27, 2025 |
| Welday Jeff | See Remarks | SELL | $1K–$15K | 2K | $0.62 | Feb 1, 2025 |
| Welday Jeff | See Remarks | SELL | $1K–$15K | 3K | $0.65 | Dec 23, 2024 |
| Welday Jeff | See Remarks | SELL | $1K–$15K | 3K | $0.70 | Dec 21, 2024 |
| Welday Jeff | See Remarks | SELL | $1K–$15K | 5K | $0.82 | Dec 5, 2024 |
| Welday Jeff | See Remarks | SELL | $1K–$15K | 7K | $0.95 | Nov 29, 2024 |
| CANGANY PETER T JR | Director | BUY | $15K–$50K | 25K | $0.95 | Nov 25, 2024 |
| CANGANY PETER T JR | Director | BUY | $50K–$100K | 75K | $0.93 | Nov 20, 2024 |
| GWG Wind Down Trust | 10% Owner | SELL | $100K–$500K | 188K | $1.79 | Oct 7, 2024 |
| Rutledge Maria S. | CTO | BUY | <$1K | 900 | $1.11 | Sep 27, 2024 |
| Welday Jeff | See Remarks | SELL | $1K–$15K | 5K | $1.56 | Sep 3, 2024 |
| Welday Jeff | See Remarks | SELL | $15K–$50K | 14K | $1.80 | Aug 29, 2024 |
| GWG Wind Down Trust | 10% Owner | SELL | $15K–$50K | 11K | $2.00 | Aug 28, 2024 |
| CANGANY PETER T JR | Director | GRANT | $100K–$500K | 65K | $1.97 | Aug 28, 2024 |
| CANGANY PETER T JR | Director | BUY | $50K–$100K | 30K | $1.97 | Aug 28, 2024 |
| GWG Wind Down Trust | 10% Owner | SELL | $1M+ | 546K | $2.81 | Aug 23, 2024 |
| GWG Wind Down Trust | 10% Owner | SELL | $1K–$15K | 5K | $2.36 | Aug 21, 2024 |
| CANGANY PETER T JR | Director | GRANT | $100K–$500K | 48K | $2.33 | Aug 21, 2024 |
| CANGANY PETER T JR | Director | BUY | $50K–$100K | 28K | $2.28 | Aug 21, 2024 |
| GWG Wind Down Trust | 10% Owner | SELL | $15K–$50K | 15K | $2.36 | Aug 19, 2024 |
| CANGANY PETER T JR | Director | BUY | $100K–$500K | 400K | $0.26 | Feb 22, 2024 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 10 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 121K | $500K+ | SH |
| VANGUARD GROUP INC | 72K | $500K+ | SH |
| BlackRock, Inc. | 45K | $100K–$500K | SH |
| STATE STREET CORP | 23K | $100K–$500K | SH |
| JANE STREET GROUP, LLC | 19K | $100K–$500K | SH |
| Global Assets Advisory, LLC | 18K | $100K–$500K | SH |
| Ausdal Financial Partners, Inc. | 10K | $50K–$100K | SH |
| Legacy Wealth Managment, LLC/ID | 300 | $1K–$15K | SH |
| UBS Group AG | 75 | <$1K | SH |
| SBI Securities Co., Ltd. | 4 | <$1K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Hatteras Investment Partners, LP
SC 13G/A · Nov 14, 2025
0.0%
0 shares
Hatteras Investment Partners, LP
SC 13G/A · Aug 19, 2025
6.7%
563K shares
Hatteras Investment Partners, LP
SC 13G/A · May 19, 2025
6.7%
563K shares
Hatteras Investment Partners, LP
SC 13G · Jan 21, 2025
6.9%
563K shares
SC 13D/A · Dec 27, 2024
2.8%
237K shares
Hatteras Investment Partners, LP
SC 13G/A · Oct 21, 2024
12.3%
563K shares
Hatteras Investment Partners, LP
SC 13G · Oct 8, 2024
18.7%
48.1M shares
SC 13D/A · Oct 8, 2024
7.6%
348K shares
SC 13G · Sep 18, 2024
7.4%
326K shares
SC 13D/A · Sep 10, 2024
13.4%
536K shares
SC 13D/A · Aug 23, 2024
28.3%
1.1M shares
SC 13D/A · Aug 21, 2024
41.9%
1.7M shares
SC 13D/A · Aug 15, 2024
43.1%
1.7M shares
SC 13D/A · Jul 16, 2024
44.7%
1.8M shares
SC 13D/A · Apr 17, 2024
60.0%
154.8M shares
SC 13D/A · Apr 11, 2024
61.7%
159.2M shares
SC 13D/A · Apr 4, 2024
63.1%
162.6M shares
SC 13D/A · Mar 4, 2024
64.7%
167.0M shares
Hatteras Investment Partners, LP
SC 13G/A · Feb 14, 2024
18.7%
48.1M shares
SC 13D/A · Oct 27, 2023
66.0%
169.7M shares
SC 13D/A · Oct 24, 2023
1.3M shares
Hatteras Investment Partners, LP
SC 13G/A · Sep 8, 2023
20.4%
49.4M shares
SC 13D/A · Aug 15, 2023
72.4%
169.7M shares
SC 13D · Aug 11, 2023
72.4%
189.7M shares
Hatteras Investment Partners, LP
SC 13G · Jul 7, 2023
26.2%
49.4M shares
SC 13D · Jun 14, 2023
0.7%
1.3M shares
SC 13D · Jun 14, 2023
0.5%
922K shares
SC 13D · Jun 14, 2023
8.6%
17.7M shares