Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BeneficientBENF · Entity 7427 | Director | September 18, 2026 | September 23, 2026 |
| Landsea Homes CorpLFAC · Entity 78126 | Director | June 19, 2018 | March 05, 2019 |
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 September 18, 2026 · Filed September 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 102,890 |
Last balance in matching sequence
After 2026-09-18 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-09-18 · Grant · Acquired 32,960 · Balance 58,874 F1: Includes 32,960 shares of Class A common stock, par value $0.001 ("Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 32,960 restricted stock units ("RSUs") granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Karen Wendel (the "Reporting Person") on September 18, 2026. Such award of RSUs to the Reporting Person fully vested on the date of grant. F2: Includes 25,914 shares of Class A common stock issuable upon the settlement of an award of 25,914 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on November 21, 2024. Such award of RSUs to the Reporting Person vested in four equal installments on the last day of each calendar quarter over a one-year period from the date of grant. Row 2 · 2026-09-18 · Grant · Acquired 44,016 · Balance 102,890 F3: Includes 44,016 shares of Class A common stock issuable upon settlement of an award of 44,016 RSUs granted to the Reporting Person on September 18, 2026 pursuant to the 2023 Equity Incentive Plan. The RSUs were granted in satisfaction of the Reporting Person's prior service compensation for the period from November 22, 2025 through March 31, 2026. Such award of RSUs to the Reporting Person fully vested on the date of grant. F2: Includes 25,914 shares of Class A common stock issuable upon the settlement of an award of 25,914 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on November 21, 2024. Such award of RSUs to the Reporting Person vested in four equal installments on the last day of each calendar quarter over a one-year period from the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 32,960 shares of Class A common stock, par value $0.001 ("Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 32,960 restricted stock units ("RSUs") granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Karen Wendel (the "Reporting Person") on September 18, 2026. Such award of RSUs to the Reporting Person fully vested on the date of grant.
F2: Includes 25,914 shares of Class A common stock issuable upon the settlement of an award of 25,914 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on November 21, 2024. Such award of RSUs to the Reporting Person vested in four equal installments on the last day of each calendar quarter over a one-year period from the date of grant.
F3: Includes 44,016 shares of Class A common stock issuable upon settlement of an award of 44,016 RSUs granted to the Reporting Person on September 18, 2026 pursuant to the 2023 Equity Incentive Plan. The RSUs were granted in satisfaction of the Reporting Person's prior service compensation for the period from November 22, 2025 through March 31, 2026. Such award of RSUs to the Reporting Person fully vested on the date of grant.
Landsea Homes Corp
Report date June 19, 2018 · Filed March 05, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2018-06-19 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The Class B Common Stock is automatically convertible into the Issuer's Class A Common Stock at the time of our initial business combination. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B Common Stock is automatically convertible into the Issuer's Class A Common Stock at the time of our initial business combination.
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 |
|---|---|---|---|---|---|---|
| September 18, 2026 Filed Sep 23, 2026 01:55 UTC | Beneficient BENF · Entity 7427 | GrantClass A Common Stock | 44,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-043790 · ownership.xml · nonDerivative · entry 2 Wendel Karen · CIK 0001744198 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,890 F3 · shares: Includes 44,016 shares of Class A common stock issuable upon settlement of an award of 44,016 RSUs granted to the Reporting Person on September 18, 2026 pursuant to the 2023 Equity Incentive Plan. The RSUs were granted in satisfaction of the Reporting Person's prior service compensation for the period from November 22, 2025 through March 31, 2026. Such award of RSUs to the Reporting Person fully vested on the date of grant. F2 · balance_after: Includes 25,914 shares of Class A common stock issuable upon the settlement of an award of 25,914 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on November 21, 2024. Such award of RSUs to the Reporting Person vested in four equal installments on the last day of each calendar quarter over a one-year period from the date of grant. Read SEC document |
| September 18, 2026 Filed Sep 23, 2026 01:55 UTC | Beneficient BENF · Entity 7427 | GrantClass A Common Stock | 32,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-043790 · ownership.xml · nonDerivative · entry 1 Wendel Karen · CIK 0001744198 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,874 F1 · shares: Includes 32,960 shares of Class A common stock, par value $0.001 ("Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 32,960 restricted stock units ("RSUs") granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Karen Wendel (the "Reporting Person") on September 18, 2026. Such award of RSUs to the Reporting Person fully vested on the date of grant. F2 · balance_after: Includes 25,914 shares of Class A common stock issuable upon the settlement of an award of 25,914 RSUs granted pursuant to 2023 Equity Incentive Plan to the Reporting Person on November 21, 2024. Such award of RSUs to the Reporting Person vested in four equal installments on the last day of each calendar quarter over a one-year period from the date of grant. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 17:36 UTC | Beneficient BENF · Entity 7427 | GrantStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $0.82 | $0.00 |
DisclosureSEC source: 0001493152-24-047671 · ownership.xml · derivative · entry 2 Wendel Karen · CIK 0001744198 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Common Stock · 100,000 shares Expires 2034-11-20 F2 · derivative.exercise_date: The shares underlying this stock option were granted pursuant to the 2023 Equity Incentive Plan and will vest and become exercisable in eight equal installments on the last day of each calendar quarter over a two-year period from the date of grant, provided that the Reporting Person is providing services to the Issuer through each applicable vesting date. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 17:36 UTC | Beneficient BENF · Entity 7427 | GrantClass A Common Stock | 207,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-047671 · ownership.xml · nonDerivative · entry 1 Wendel Karen · CIK 0001744198 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,317 F1 · shares: Includes 207,317 shares of Class A common stock, par value $0.001 ("Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 207,317 restricted stock units ("RSUs") granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Karen Wendel (the "Reporting Person") on November 21, 2024. Such award of RSUs to the Reporting Person will vest in four equal installments on the last day of each calendar quarter over a one-year period from the date of grant, provided that the Reporting Person is providing services to the Issuer through each applicable vesting date. 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.