Beneficient SEC filings BENFW
Beneficient has 494 filings in SEC EDGAR's recent list, going back to Dec 22, 2021. Its latest annual report, Form 10-K, was filed on Jun 30, 2026 for the period ended Mar 31, 2026. The latest quarterly report (Form 10-Q) was filed on Aug 14, 2026, covering the quarter ended Jun 30, 2026. The most recent current report (Form 8-K) was filed on Nov 4, 2026 (shareholder vote results). The company's fiscal year ends on March 31.
| Form | Description | Filed | Period |
|---|---|---|---|
| 8-K |
Current report
Shareholder vote results
|
Nov 4, 2026 | Oct 29, 2026 |
| 4 | Insider transaction | Oct 29, 2026 | Sep 18, 2026 |
| 8-K |
Current report
Regulation FD disclosure, Other events
|
Oct 28, 2026 | Oct 28, 2026 |
| 4 | Insider transaction | Oct 21, 2026 | Sep 30, 2026 |
| 4 | Insider transaction | Oct 21, 2026 | Sep 30, 2026 |
| 4 | Insider transaction | Oct 21, 2026 | Sep 30, 2026 |
| 4 | Insider transaction | Oct 21, 2026 | Sep 30, 2026 |
| DEF 14A | Proxy statement | Oct 19, 2026 | Oct 19, 2026 |
| 8-K |
Current report
Material agreement
|
Oct 14, 2026 | Oct 7, 2026 |
| PRE 14A | Preliminary proxy statement | Oct 7, 2026 | Oct 7, 2026 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Oct 5, 2026 | — |
| 8-K |
Current report
Regulation FD disclosure
|
Sep 23, 2026 | Sep 23, 2026 |
| 4 | Insider transaction | Sep 22, 2026 | Sep 18, 2026 |
| 4 | Insider transaction | Sep 22, 2026 | Sep 18, 2026 |
| 4 | Insider transaction | Sep 22, 2026 | Sep 18, 2026 |
| 4 | Insider transaction | Sep 22, 2026 | Sep 18, 2026 |
| 8-K |
Current report
Regulation FD disclosure
|
Sep 18, 2026 | Sep 18, 2026 |
| 4 | Insider transaction | Sep 17, 2026 | Sep 15, 2026 |
| 4 | Insider transaction | Sep 17, 2026 | Sep 15, 2026 |
| 4 | Insider transaction | Sep 17, 2026 | Sep 15, 2026 |
| 8-K |
Current report
Unregistered share sale
|
Sep 16, 2026 | Sep 15, 2026 |
| 10-Q | Quarterly report | Aug 14, 2026 | Jun 30, 2026 |
| 8-K |
Current report
Results of operations
|
Aug 14, 2026 | Aug 14, 2026 |
| 8-K |
Current report
New debt
|
Aug 11, 2026 | Aug 5, 2026 |
| S-8 | Employee stock plan registration | Aug 7, 2026 | — |
| 424B3 | Prospectus | Aug 7, 2026 | — |
| EFFECT | Filing | Aug 5, 2026 | — |
| S-1 | Registration statement | Jul 29, 2026 | — |
| D | Filing | Jul 24, 2026 | — |
| DEFA14A | Additional proxy material | Jul 13, 2026 | — |
| 8-K |
Current report
Unregistered share sale, Change to shareholder rights, Bylaw or fiscal year change, Regulation FD disclosure
|
Jul 13, 2026 | Jul 10, 2026 |
| 5 | Annual insider ownership | Jul 9, 2026 | Mar 31, 2026 |
| SCHEDULE 13D | Ownership over 5% (active) | Jul 9, 2026 | — |
| 8-K |
Current report
New debt
|
Jul 7, 2026 | Jun 30, 2026 |
| NT 10-K | Filing | Jun 30, 2026 | Mar 31, 2026 |
| 10-K | Annual report | Jun 30, 2026 | Mar 31, 2026 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Jun 29, 2026 | Jun 29, 2026 |
| 8-K |
Current report
Regulation FD disclosure, Other events
|
Jun 25, 2026 | Jun 25, 2026 |
| 8-K/A |
Amended current report
Officer or director change
|
Jun 25, 2026 | Mar 10, 2026 |
| SCHEDULE 13D/A | Amended ownership over 5% (active) | Apr 20, 2026 | — |
| 3 | Initial insider ownership | Apr 20, 2026 | Mar 10, 2026 |
| D | Filing | Apr 17, 2026 | — |
| 424B3 | Prospectus | Apr 10, 2026 | — |
| DEFA14A | Additional proxy material | Apr 10, 2026 | — |
| 8-K |
Current report
Unregistered share sale, Change to shareholder rights, Bylaw or fiscal year change, Regulation FD disclosure
|
Apr 10, 2026 | Apr 8, 2026 |
| 424B3 | Prospectus | Apr 7, 2026 | — |
| 8-K |
Current report
Officer or director change, Shareholder vote results
|
Mar 30, 2026 | Mar 27, 2026 |
| DEF 14A | Proxy statement | Mar 13, 2026 | Mar 13, 2026 |
| 424B3 | Prospectus | Mar 12, 2026 | — |
| 8-K |
Current report
Material agreement, Unregistered share sale, Officer or director change, Regulation FD disclosure
|
Mar 12, 2026 | Mar 10, 2026 |
| 424B3 | Prospectus | Feb 18, 2026 | — |
| 10-Q | Quarterly report | Feb 17, 2026 | Dec 31, 2025 |
| 8-K |
Current report
Results of operations
|
Feb 17, 2026 | Feb 17, 2026 |
| 424B3 | Prospectus | Jan 21, 2026 | — |
| 8-K |
Current report
Regulation FD disclosure, Other events
|
Jan 21, 2026 | Jan 21, 2026 |
| D | Filing | Jan 20, 2026 | — |
| 424B3 | Prospectus | Jan 20, 2026 | — |
| 8-K |
Current report
Regulation FD disclosure, Other events
|
Jan 20, 2026 | Jan 20, 2026 |
| 424B3 | Prospectus | Jan 9, 2026 | — |
| 8-K |
Current report
Unregistered share sale, Change to shareholder rights, Bylaw or fiscal year change, Regulation FD disclosure
|
Jan 8, 2026 | Jan 5, 2026 |
| 424B3 | Prospectus | Jan 5, 2026 | — |
| 8-K |
Current report
Regulation FD disclosure, Other events
|
Jan 5, 2026 | Jan 5, 2026 |
| EFFECT | Filing | Jan 2, 2026 | — |
| CORRESP | Letter to the SEC | Dec 30, 2025 | — |
| UPLOAD | Letter from the SEC | Dec 30, 2025 | — |
| S-1 | Registration statement | Dec 23, 2025 | — |
| 8-K |
Current report
Regulation FD disclosure
|
Dec 17, 2025 | Dec 17, 2025 |
| 8-K |
Current report
Change to shareholder rights, Bylaw or fiscal year change, Regulation FD disclosure
|
Dec 11, 2025 | Dec 10, 2025 |
| 8-K |
Current report
Regulation FD disclosure
|
Dec 10, 2025 | Dec 10, 2025 |
| 4 | Insider transaction | Dec 9, 2025 | Dec 5, 2025 |
| 4 | Insider transaction | Dec 9, 2025 | Dec 5, 2025 |
| S-8 | Employee stock plan registration | Dec 5, 2025 | — |
| 8-K |
Current report
Shareholder vote results
|
Dec 2, 2025 | Dec 1, 2025 |
| 8-K |
Current report
Results of operations
|
Nov 14, 2025 | Nov 14, 2025 |
| 10-Q | Quarterly report | Nov 14, 2025 | Sep 30, 2025 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Nov 14, 2025 | — |
| DEF 14A | Proxy statement | Nov 6, 2025 | Nov 6, 2025 |
| 8-K |
Current report
Regulation FD disclosure
|
Nov 5, 2025 | Nov 5, 2025 |
| 8-K |
Current report
Regulation FD disclosure, Other events
|
Oct 30, 2025 | Oct 29, 2025 |
| PRE 14A | Preliminary proxy statement | Oct 27, 2025 | Oct 27, 2025 |
| 8-K |
Current report
Unregistered share sale, Regulation FD disclosure
|
Oct 21, 2025 | Oct 15, 2025 |
| 8-K |
Current report
Results of operations
|
Oct 20, 2025 | Oct 20, 2025 |
| 10-Q | Quarterly report | Oct 20, 2025 | Jun 30, 2025 |
| 8-K |
Current report
Listing notice
|
Oct 9, 2025 | Oct 3, 2025 |
| 10-K | Annual report | Sep 29, 2025 | Mar 31, 2025 |
| 8-K |
Current report
Results of operations
|
Sep 29, 2025 | Sep 29, 2025 |
| 8-K |
Current report
Regulation FD disclosure, Other events
|
Sep 16, 2025 | Sep 9, 2025 |
| 8-K |
Current report
Listing notice, Regulation FD disclosure
|
Aug 22, 2025 | Aug 18, 2025 |
| NT 10-Q | Filing | Aug 19, 2025 | Jun 30, 2025 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Aug 19, 2025 | — |
| 8-K | Current report | Aug 5, 2025 | Jul 30, 2025 |
| 3 | Initial insider ownership | Jul 24, 2025 | Jul 20, 2025 |
| 4 | Insider transaction | Jul 23, 2025 | Jul 21, 2025 |
| 8-K |
Current report
Officer or director change, Regulation FD disclosure
|
Jul 21, 2025 | Jul 20, 2025 |
| 8-K |
Current report
Listing notice, Regulation FD disclosure
|
Jul 18, 2025 | Jul 16, 2025 |
| D | Filing | Jul 2, 2025 | — |
| NT 10-K | Filing | Jul 1, 2025 | Mar 31, 2025 |
| 424B3 | Prospectus | Jun 25, 2025 | — |
| 8-K |
Current report
Officer or director change
|
Jun 25, 2025 | Jun 19, 2025 |
| 424B3 | Prospectus | Jun 25, 2025 | — |
| DEFA14A | Additional proxy material | Jun 25, 2025 | — |
| 8-K |
Current report
Unregistered share sale, Change to shareholder rights, Bylaw or fiscal year change, Regulation FD disclosure
|
Jun 25, 2025 | Jun 17, 2025 |
| 424B3 | Prospectus | Jun 17, 2025 | — |
| 8-K |
Current report
Regulation FD disclosure, Other events
|
Jun 17, 2025 | Jun 17, 2025 |
| 424B3 | Prospectus | Jun 10, 2025 | — |
| 8-K |
Current report
Agreement ended
|
Jun 10, 2025 | Jun 3, 2025 |
| 424B3 | Prospectus | Jun 4, 2025 | — |
| 8-K |
Current report
Shareholder vote results
|
Jun 4, 2025 | May 29, 2025 |
| DEFA14A | Additional proxy material | May 28, 2025 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | May 19, 2025 | — |
| DEFA14A | Additional proxy material | May 16, 2025 | — |
| D | Filing | May 6, 2025 | — |
| DEFA14A | Additional proxy material | Apr 30, 2025 | — |
| 4 | Insider transaction | Apr 25, 2025 | Apr 24, 2025 |
| 424B3 | Prospectus | Apr 25, 2025 | — |
| DEFA14A | Additional proxy material | Apr 25, 2025 | — |
| 8-K |
Current report
Unregistered share sale, Change to shareholder rights, Bylaw or fiscal year change, Regulation FD disclosure
|
Apr 25, 2025 | Apr 21, 2025 |
| DEFA14A | Additional proxy material | Apr 23, 2025 | — |
| D | Filing | Apr 18, 2025 | — |
| DEFA14A | Additional proxy material | Apr 16, 2025 | — |
| DEFA14A | Additional proxy material | Apr 7, 2025 | — |
| 424B3 | Prospectus | Apr 7, 2025 | — |
| 8-K |
Current report
Unregistered share sale, Change to shareholder rights, Bylaw or fiscal year change, Regulation FD disclosure
|
Apr 7, 2025 | Apr 4, 2025 |
| DEFA14A | Additional proxy material | Mar 31, 2025 | — |
| ARS | Annual report to shareholders | Mar 21, 2025 | Mar 31, 2024 |
| DEF 14A | Proxy statement | Mar 21, 2025 | Mar 20, 2025 |
| 424B3 | Prospectus | Mar 10, 2025 | — |
| DEFA14A | Additional proxy material | Mar 10, 2025 | — |
| 8-K |
Current report
Material agreement, Regulation FD disclosure, Other events
|
Mar 10, 2025 | Mar 6, 2025 |
| 4 | Insider transaction | Mar 4, 2025 | Feb 28, 2025 |
| 424B3 | Prospectus | Feb 28, 2025 | — |
| 8-K |
Current report
Other events
|
Feb 28, 2025 | Feb 27, 2025 |
| 4 | Insider transaction | Feb 27, 2025 | Feb 25, 2025 |
| 4 | Insider transaction | Feb 24, 2025 | Feb 20, 2025 |
| 4 | Insider transaction | Feb 19, 2025 | Feb 14, 2025 |
| 424B3 | Prospectus | Feb 18, 2025 | — |
| 10-Q | Quarterly report | Feb 14, 2025 | Dec 31, 2024 |
| 4 | Insider transaction | Feb 13, 2025 | Feb 11, 2025 |
| DEFA14A | Additional proxy material | Feb 13, 2025 | — |
| DEFA14A | Additional proxy material | Feb 13, 2025 | — |
| 8-K |
Current report
Results of operations
|
Feb 13, 2025 | Feb 13, 2025 |
| 4 | Insider transaction | Feb 10, 2025 | Feb 6, 2025 |
| 4 | Insider transaction | Feb 6, 2025 | Feb 3, 2025 |
| 4 | Insider transaction | Jan 31, 2025 | Jan 29, 2025 |
| 8-K |
Current report
Regulation FD disclosure
|
Jan 22, 2025 | Jan 22, 2025 |
| 424B3 | Prospectus | Jan 22, 2025 | — |
| SCHEDULE 13G | Ownership over 5% (passive) | Jan 21, 2025 | — |
| 8-K |
Current report
Listing notice
|
Jan 17, 2025 | Jan 13, 2025 |
| 4 | Insider transaction | Jan 16, 2025 | Jan 14, 2025 |
| D | Filing | Jan 16, 2025 | — |
| DEFA14A | Additional proxy material | Jan 6, 2025 | — |
| 424B3 | Prospectus | Jan 6, 2025 | — |
| 8-K |
Current report
Unregistered share sale, Change to shareholder rights, Bylaw or fiscal year change, Regulation FD disclosure
|
Jan 6, 2025 | Dec 30, 2024 |
| SCHEDULE 13D/A | Amended ownership over 5% (active) | Dec 26, 2024 | — |
| 4 | Insider transaction | Dec 23, 2024 | Dec 23, 2024 |
| 424B3 | Prospectus | Dec 23, 2024 | — |
| DEFA14A | Additional proxy material | Dec 23, 2024 | — |
| 8-K |
Current report
Material agreement, Regulation FD disclosure
|
Dec 23, 2024 | Dec 22, 2024 |
| 4 | Insider transaction | Dec 20, 2024 | Dec 18, 2024 |
| 4 | Insider transaction | Dec 17, 2024 | Dec 13, 2024 |
| 4 | Insider transaction | Dec 12, 2024 | Dec 10, 2024 |
| 4 | Insider transaction | Dec 9, 2024 | Dec 5, 2024 |
| 424B3 | Prospectus | Dec 6, 2024 | — |
| 8-K |
Current report
Material agreement, Unregistered share sale, Regulation FD disclosure
|
Dec 5, 2024 | Dec 4, 2024 |
| 4 | Insider transaction | Dec 4, 2024 | Dec 2, 2024 |
| 8-K |
Current report
Regulation FD disclosure
|
Dec 4, 2024 | Dec 4, 2024 |
| 4 | Insider transaction | Nov 29, 2024 | Nov 26, 2024 |
| 424B3 | Prospectus | Nov 26, 2024 | — |
| 8-K |
Current report
Listing notice, Regulation FD disclosure
|
Nov 26, 2024 | Nov 25, 2024 |
| 4 | Insider transaction | Nov 25, 2024 | Nov 21, 2024 |
| 3 | Initial insider ownership | Nov 25, 2024 | Nov 21, 2024 |
| 4 | Insider transaction | Nov 25, 2024 | Nov 22, 2024 |
| 424B3 | Prospectus | Nov 22, 2024 | — |
| 8-K |
Current report
Listing notice, Officer or director change, Regulation FD disclosure
|
Nov 22, 2024 | Nov 21, 2024 |
| 4 | Insider transaction | Nov 20, 2024 | Nov 19, 2024 |
| 424B3 | Prospectus | Nov 15, 2024 | — |
| 10-Q | Quarterly report | Nov 14, 2024 | Sep 30, 2024 |
| SC 13G/A | Amended ownership over 5% (passive) | Nov 14, 2024 | — |
| 8-K | Current report | Nov 14, 2024 | Nov 14, 2024 |
| 424B3 | Prospectus | Nov 14, 2024 | — |
| SC 13G | Ownership over 5% (passive) | Nov 14, 2024 | — |
| EFFECT | Filing | Nov 12, 2024 | — |
| CORRESP | Letter to the SEC | Nov 12, 2024 | — |
| S-1/A | Amended registration statement | Nov 8, 2024 | — |
| CORRESP | Letter to the SEC | Nov 8, 2024 | — |
| CORRESP | Letter to the SEC | Nov 6, 2024 | — |
| UPLOAD | Letter from the SEC | Nov 4, 2024 | — |
| 8-K |
Current report
Regulation FD disclosure
|
Oct 30, 2024 | Oct 30, 2024 |
| S-1/A | Amended registration statement | Oct 24, 2024 | — |
| RW | Filing | Oct 24, 2024 | — |
| S-1 | Registration statement | Oct 22, 2024 | — |
| CORRESP | Letter to the SEC | Oct 21, 2024 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Oct 21, 2024 | — |
| 4 | Insider transaction | Oct 17, 2024 | Oct 17, 2024 |
| SCHEDULE 13G | Ownership over 5% (passive) | Oct 8, 2024 | — |
| UPLOAD | Letter from the SEC | Oct 8, 2024 | — |
| SC 13D/A | Amended ownership over 5% (active) | Oct 8, 2024 | — |
| 4/A | Primary document | Oct 7, 2024 | Oct 4, 2024 |
| 4 | Insider transaction | Oct 7, 2024 | Oct 4, 2024 |
| 8-K |
Current report
Agreement ended, Bylaw or fiscal year change, Shareholder vote results
|
Oct 4, 2024 | Sep 30, 2024 |
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Company profile
- Industry
- Finance Services (SIC 6199)
- Listed as
- BENF (Nasdaq), BENFW (Nasdaq)
- Fiscal year ends
- March 31
- Incorporated in
- NV
- Headquarters
- Dallas, TX
- SEC filer status
- , Emerging growth company
- SEC CIK
- 1775734
- Former names
- Beneficient Co Group, L.P. (until May 16, 2023)
Other Finance Services companies
Source: SEC EDGAR filings. This is company-reported data, not investment advice.