Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BeneficientBENF · Entity 7427 | See Remarks | July 21, 2025 | July 23, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Beneficient
Report date July 21, 2025 · Filed July 23, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 172,394 |
Reported balance
After 2025-07-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-07-21 · Grant · Acquired 30,687 · Balance 172,394 F1: Includes 30,687 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 30,687 restricted stock units ("RSUs") granted pursuant to the Beneficient 2023 Equity Incentive Plan (the "2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on July 21, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F2: Includes 61,592 shares of Class A common stock issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F4: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F5: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F6: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F7: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 30,687 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 30,687 restricted stock units ("RSUs") granted pursuant to the Beneficient 2023 Equity Incentive Plan (the "2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on July 21, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant.
F2: Includes 61,592 shares of Class A common stock issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant.
F3: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year.
F4: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year.
F5: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year.
F6: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023.
F7: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 21, 2025 Filed Jul 23, 2025 22:16 UTC | Beneficient BENF · Entity 7427 | GrantClass A Common Stock | 30,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001641172-25-020741 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,394 F1 · shares: Includes 30,687 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 30,687 restricted stock units ("RSUs") granted pursuant to the Beneficient 2023 Equity Incentive Plan (the "2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on July 21, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F2 · balance_after: Includes 61,592 shares of Class A common stock issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F4 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F5 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F6 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F7 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| April 24, 2025 Filed Apr 25, 2025 20:05 UTC | Beneficient BENF · Entity 7427 | GrantClass A Common Stock | 1,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001641172-25-006192 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,707 F1 · shares: Includes 1,670 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 1,670 restricted stock units ("RSUs") granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on April 24, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F2 · balance_after: Includes 61,592 shares of Class A common stock issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 00:01 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 941 | $0.34 | $319.94 |
DisclosureSEC source: 0001493152-25-009086 · ownership.xml · nonDerivative · entry 2 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,037 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 00:01 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 442 | $0.41 | $181.22 |
DisclosureSEC source: 0001493152-25-009086 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,978 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| February 27, 2025 Filed Feb 27, 2025 23:33 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 238 | $0.41 | $97.58 |
DisclosureSEC source: 0001493152-25-008561 · ownership.xml · nonDerivative · entry 3 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,420 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 23:33 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 201 | $0.42 | $84.42 |
DisclosureSEC source: 0001493152-25-008561 · ownership.xml · nonDerivative · entry 2 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,658 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 23:33 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 408 | $0.42 | $171.36 |
DisclosureSEC source: 0001493152-25-008561 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,859 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| February 24, 2025 Filed Feb 24, 2025 23:31 UTC | Beneficient [BENF · Entity 7427 | SaleClass A Common Stock | 548 | $0.42 | $230.16 |
DisclosureSEC source: 0001493152-25-008098 · ownership.xml · nonDerivative · entry 3 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,267 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 23:31 UTC | Beneficient [BENF · Entity 7427 | SaleClass A Common Stock | 476 | $0.44 | $209.44 |
DisclosureSEC source: 0001493152-25-008098 · ownership.xml · nonDerivative · entry 2 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,815 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 23:31 UTC | Beneficient [BENF · Entity 7427 | SaleClass A Common Stock | 204 | $0.45 | $91.80 |
DisclosureSEC source: 0001493152-25-008098 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,291 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| February 19, 2025 Filed Feb 19, 2025 23:36 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 272 | $0.47 | $127.84 |
DisclosureSEC source: 0001493152-25-007618 · ownership.xml · nonDerivative · entry 3 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,495 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 23:36 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 1,191 | $0.47 | $559.77 |
DisclosureSEC source: 0001493152-25-007618 · ownership.xml · nonDerivative · entry 2 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,767 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 23:36 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 272 | $0.55 | $149.60 |
DisclosureSEC source: 0001493152-25-007618 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,958 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| February 13, 2025 Filed Feb 13, 2025 23:43 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 510 | $0.53 | $270.30 |
DisclosureSEC source: 0001493152-25-006513 · ownership.xml · nonDerivative · entry 3 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,230 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| February 12, 2025 Filed Feb 13, 2025 23:43 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 885 | $0.63 | $557.55 |
DisclosureSEC source: 0001493152-25-006513 · ownership.xml · nonDerivative · entry 2 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,740 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 23:43 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 2,586 | $0.67 | $1,732.62 |
DisclosureSEC source: 0001493152-25-006513 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,625 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| February 10, 2025 Filed Feb 11, 2025 01:24 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 306 | $0.59 | $180.54 |
DisclosureSEC source: 0001493152-25-005738 · ownership.xml · nonDerivative · entry 3 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,211 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 01:24 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 340 | $0.58 | $197.20 |
DisclosureSEC source: 0001493152-25-005738 · ownership.xml · nonDerivative · entry 2 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,517 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| February 06, 2025 Filed Feb 11, 2025 01:24 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 136 | $0.59 | $80.24 |
DisclosureSEC source: 0001493152-25-005738 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,857 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| February 05, 2025 Filed Feb 6, 2025 22:09 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 272 | $0.60 | $163.20 |
DisclosureSEC source: 0001493152-25-005242 · ownership.xml · nonDerivative · entry 3 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,993 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| February 04, 2025 Filed Feb 6, 2025 22:09 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 170 | $0.59 | $100.30 |
DisclosureSEC source: 0001493152-25-005242 · ownership.xml · nonDerivative · entry 2 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,265 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| February 03, 2025 Filed Feb 6, 2025 22:09 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 170 | $0.59 | $100.30 |
DisclosureSEC source: 0001493152-25-005242 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,435 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| January 31, 2025 Filed Feb 1, 2025 00:06 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 170 | $0.62 | $105.40 |
DisclosureSEC source: 0001493152-25-004521 · ownership.xml · nonDerivative · entry 3 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,605 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| January 30, 2025 Filed Feb 1, 2025 00:06 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 306 | $0.62 | $189.72 |
DisclosureSEC source: 0001493152-25-004521 · ownership.xml · nonDerivative · entry 2 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,775 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| January 29, 2025 Filed Feb 1, 2025 00:06 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 1,199 | $0.62 | $743.38 |
DisclosureSEC source: 0001493152-25-004521 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,081 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F5 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F6 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F7 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F8 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F9 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F10 · balance_after: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| January 16, 2025 Filed Jan 16, 2025 22:59 UTC | Beneficient BENF · Entity 7427 | GrantClass A Common Stock | 1,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-25-002589 · ownership.xml · nonDerivative · entry 2 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,280 F9 · shares: Includes 1,670 shares of Class A common stock issuable upon the settlement of an award of 1,670 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on January 16, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F2 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| January 14, 2025 Filed Jan 16, 2025 22:59 UTC | Beneficient BENF · Entity 7427 | GrantClass A Common Stock | 61,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-25-002589 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,610 F1 · shares: Includes 61,592 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 61,592 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on January 14, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant. F2 · balance_after: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| December 23, 2024 Filed Dec 23, 2024 23:34 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 3,364 | $0.65 | $2,186.60 |
DisclosureSEC source: 0001493152-24-051911 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,018 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 58,249 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| December 20, 2024 Filed Dec 21, 2024 01:36 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 1,241 | $0.67 | $831.47 |
DisclosureSEC source: 0001493152-24-051150 · ownership.xml · nonDerivative · entry 3 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,382 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 58,249 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| December 19, 2024 Filed Dec 21, 2024 01:36 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 896 | $0.70 | $627.20 |
DisclosureSEC source: 0001493152-24-051150 · ownership.xml · nonDerivative · entry 2 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,623 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 58,249 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| December 18, 2024 Filed Dec 21, 2024 01:36 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 807 | $0.74 | $597.18 |
DisclosureSEC source: 0001493152-24-051150 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,519 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 58,249 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| December 17, 2024 Filed Dec 18, 2024 01:28 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 1,055 | $0.75 | $791.25 |
DisclosureSEC source: 0001493152-24-050508 · ownership.xml · nonDerivative · entry 3 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,326 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 58,249 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 01:28 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 1,120 | $0.81 | $907.20 |
DisclosureSEC source: 0001493152-24-050508 · ownership.xml · nonDerivative · entry 2 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,381 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 58,249 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| December 13, 2024 Filed Dec 18, 2024 01:28 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 455 | $0.80 | $364.00 |
DisclosureSEC source: 0001493152-24-050508 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,501 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 58,249 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 00:55 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 905 | $0.79 | $714.95 |
DisclosureSEC source: 0001493152-24-049843 · ownership.xml · nonDerivative · entry 3 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,956 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 58,249 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 00:55 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 960 | $0.79 | $758.40 |
DisclosureSEC source: 0001493152-24-049843 · ownership.xml · nonDerivative · entry 2 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,861 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 58,249 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| December 10, 2024 Filed Dec 13, 2024 00:55 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 546 | $0.80 | $436.80 |
DisclosureSEC source: 0001493152-24-049843 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,821 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 58,249 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| December 09, 2024 Filed Dec 10, 2024 00:29 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 709 | $0.82 | $581.38 |
DisclosureSEC source: 0001493152-24-049333 · ownership.xml · nonDerivative · entry 3 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,367 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 58,249 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| December 06, 2024 Filed Dec 10, 2024 00:29 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 1,823 | $0.81 | $1,476.63 |
DisclosureSEC source: 0001493152-24-049333 · ownership.xml · nonDerivative · entry 2 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,076 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 58,249 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| December 05, 2024 Filed Dec 10, 2024 00:29 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 1,091 | $0.81 | $883.71 |
DisclosureSEC source: 0001493152-24-049333 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,899 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 58,249 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| December 04, 2024 Filed Dec 5, 2024 01:33 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 1,273 | $0.82 | $1,043.86 |
DisclosureSEC source: 0001493152-24-048739 · ownership.xml · nonDerivative · entry 3 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,990 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 58,249 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| December 03, 2024 Filed Dec 5, 2024 01:33 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 1,746 | $0.82 | $1,431.72 |
DisclosureSEC source: 0001493152-24-048739 · ownership.xml · nonDerivative · entry 2 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,263 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 58,249 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| December 02, 2024 Filed Dec 5, 2024 01:33 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 1,721 | $0.83 | $1,428.43 |
DisclosureSEC source: 0001493152-24-048739 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,009 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 58,249 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| November 29, 2024 Filed Nov 29, 2024 23:38 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 1,175 | $0.88 | $1,034.00 |
DisclosureSEC source: 0001493152-24-048207 · ownership.xml · nonDerivative · entry 3 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,730 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 58,249 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| November 27, 2024 Filed Nov 29, 2024 23:38 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 2,247 | $0.92 | $2,067.24 |
DisclosureSEC source: 0001493152-24-048207 · ownership.xml · nonDerivative · entry 2 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,905 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 58,249 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| November 26, 2024 Filed Nov 29, 2024 23:38 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 3,081 | $1.00 | $3,081.00 |
DisclosureSEC source: 0001493152-24-048207 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,152 F1 · shares: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 58,249 shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 58,249 RSUs granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F4 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F5 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F6 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F7 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F8 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| October 17, 2024 Filed Oct 17, 2024 21:22 UTC | Beneficient BENF · Entity 7427 | GrantClass A Common Stock | 58,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-041448 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,233 F1 · shares: Includes 58,249 shares of Class A common stock issuable upon the settlement of an award of 58,249 restricted stock units ("RSUs") granted pursuant to Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on October 17, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F2 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F4 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F5 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F6 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F7 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| September 06, 2024 Filed Sep 9, 2024 20:05 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 24,175 | $2.43 | $58,745.25 |
DisclosureSEC source: 0001493152-24-035461 · ownership.xml · nonDerivative · entry 2 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,984 F1 · kind: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F4 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F5 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F6 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F7 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| September 05, 2024 Filed Sep 9, 2024 20:05 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 130 | $1.50 | $195.00 |
DisclosureSEC source: 0001493152-24-035461 · ownership.xml · nonDerivative · entry 1 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,159 F1 · kind: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F4 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F5 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F6 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F7 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
| September 04, 2024 Filed Sep 5, 2024 20:05 UTC | Beneficient BENF · Entity 7427 | SaleClass A Common Stock | 1,701 | $1.51 | $2,568.51 |
DisclosureSEC source: 0001493152-24-035145 · ownership.xml · nonDerivative · entry 2 Welday Jeff · CIK 0001979749 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,289 F1 · kind: Shares sold to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units ("RSUs"). F2 · balance_after: Includes 98,919 shares of Class A common stock issuable upon the settlement of an award of 98,919 RSUs granted pursuant to Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Jeff Welday (the "Reporting Person") on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. F3 · balance_after: Includes 354 shares of Class A common stock issuable upon the settlement of an award of 28,320 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year. F4 · balance_after: Includes 2,196 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 140,490 restricted equity units ("REUs") granted pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") to the Reporting Person on January 1, 2020. Such award of REUs to the Reporting Person vested 20% on the date of grant, and the remaining 80% in four equal annual installments on June 3rd of each subsequent calendar year. F5 · balance_after: Includes 113 shares of Class A common stock issuable upon settlement of an award of 7,200 REUs to the Reporting Person granted pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year. F6 · balance_after: Includes 257 shares of Class A common stock of the Issuer issuable upon the settlement of an award of 20,560 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person fully vested on September 1, 2023. F7 · balance_after: Includes 998 shares of Class A common stock issuable upon the settlement of an award of 998 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on August 22, 2024. Such award of RSUs to the Reporting Person fully vested on the date of grant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.