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 |
|---|---|---|---|
| 4 | Insider transaction | Oct 29, 2026 | Sep 18, 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 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Oct 5, 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 |
| 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 |
| 5 | Annual insider ownership | Jul 9, 2026 | Mar 31, 2026 |
| SCHEDULE 13D | Ownership over 5% (active) | Jul 9, 2026 | — |
| SCHEDULE 13D/A | Amended ownership over 5% (active) | Apr 20, 2026 | — |
| 3 | Initial insider ownership | Apr 20, 2026 | Mar 10, 2026 |
| 4 | Insider transaction | Dec 9, 2025 | Dec 5, 2025 |
| 4 | Insider transaction | Dec 9, 2025 | Dec 5, 2025 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Nov 14, 2025 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Aug 19, 2025 | — |
| 3 | Initial insider ownership | Jul 24, 2025 | Jul 20, 2025 |
| 4 | Insider transaction | Jul 23, 2025 | Jul 21, 2025 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | May 19, 2025 | — |
| 4 | Insider transaction | Apr 25, 2025 | Apr 24, 2025 |
| 4 | Insider transaction | Mar 4, 2025 | Feb 28, 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 |
| 4 | Insider transaction | Feb 13, 2025 | Feb 11, 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 |
| SCHEDULE 13G | Ownership over 5% (passive) | Jan 21, 2025 | — |
| 4 | Insider transaction | Jan 16, 2025 | Jan 14, 2025 |
| SCHEDULE 13D/A | Amended ownership over 5% (active) | Dec 26, 2024 | — |
| 4 | Insider transaction | Dec 23, 2024 | Dec 23, 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 |
| 4 | Insider transaction | Dec 4, 2024 | Dec 2, 2024 |
| 4 | Insider transaction | Nov 29, 2024 | Nov 26, 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 |
| 4 | Insider transaction | Nov 20, 2024 | Nov 19, 2024 |
| SC 13G/A | Amended ownership over 5% (passive) | Nov 14, 2024 | — |
| SC 13G | Ownership over 5% (passive) | Nov 14, 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 | — |
| 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 |
| 4 | Insider transaction | Oct 2, 2024 | Sep 30, 2024 |
| 3 | Initial insider ownership | Oct 2, 2024 | Sep 30, 2024 |
| 4 | Insider transaction | Sep 27, 2024 | Sep 20, 2024 |
| SC 13G | Ownership over 5% (passive) | Sep 18, 2024 | — |
| 4 | Insider transaction | Sep 12, 2024 | Sep 11, 2024 |
| SC 13D/A | Amended ownership over 5% (active) | Sep 10, 2024 | — |
| 4 | Insider transaction | Sep 9, 2024 | Sep 6, 2024 |
| 4 | Insider transaction | Sep 9, 2024 | Sep 5, 2024 |
| 4 | Insider transaction | Sep 5, 2024 | Sep 3, 2024 |
| 4 | Insider transaction | Sep 3, 2024 | Aug 29, 2024 |
| 4 | Insider transaction | Aug 29, 2024 | Aug 27, 2024 |
| 4 | Insider transaction | Aug 28, 2024 | Aug 27, 2024 |
| 4 | Insider transaction | Aug 28, 2024 | Aug 27, 2024 |
| 4 | Insider transaction | Aug 28, 2024 | Aug 27, 2024 |
| 4 | Insider transaction | Aug 26, 2024 | Aug 22, 2024 |
| 4 | Insider transaction | Aug 23, 2024 | Aug 21, 2024 |
| SC 13D/A | Amended ownership over 5% (active) | Aug 23, 2024 | — |
| 4 | Insider transaction | Aug 21, 2024 | Aug 20, 2024 |
| 4 | Insider transaction | Aug 21, 2024 | Aug 19, 2024 |
| SC 13D/A | Amended ownership over 5% (active) | Aug 21, 2024 | — |
| 4 | Insider transaction | Aug 19, 2024 | Aug 16, 2024 |
| 4 | Insider transaction | Aug 16, 2024 | Aug 15, 2024 |
| 4 | Insider transaction | Aug 15, 2024 | Aug 13, 2024 |
| SC 13D/A | Amended ownership over 5% (active) | Aug 15, 2024 | — |
| SC 13D/A | Amended ownership over 5% (active) | Jul 16, 2024 | — |
| 5 | Annual insider ownership | Jun 12, 2024 | Mar 31, 2023 |
| 4 | Insider transaction | Jun 11, 2024 | Jun 7, 2024 |
| 4 | Insider transaction | Jun 11, 2024 | Jun 7, 2024 |
| 4 | Insider transaction | Jun 11, 2024 | Jun 7, 2024 |
| 4 | Insider transaction | Jun 11, 2024 | Jun 7, 2024 |
| 4 | Insider transaction | Jun 11, 2024 | Jun 7, 2024 |
| 4 | Insider transaction | Jun 11, 2024 | Jun 7, 2024 |
| 4 | Insider transaction | Jun 11, 2024 | Jun 7, 2024 |
| 4 | Insider transaction | Jun 11, 2024 | Jun 7, 2024 |
| 4 | Insider transaction | Jun 11, 2024 | Jun 7, 2024 |
| 4 | Insider transaction | Jun 11, 2024 | Jun 7, 2024 |
| 4 | Insider transaction | Jun 11, 2024 | Jun 7, 2024 |
| 5 | Annual insider ownership | Jun 11, 2024 | Mar 31, 2023 |
| 5 | Annual insider ownership | Jun 11, 2024 | Mar 31, 2023 |
| 5 | Annual insider ownership | Jun 11, 2024 | Mar 31, 2023 |
| 5 | Annual insider ownership | Jun 11, 2024 | Mar 31, 2023 |
| 5 | Annual insider ownership | Jun 11, 2024 | Mar 31, 2023 |
| 5 | Annual insider ownership | Jun 11, 2024 | Mar 31, 2023 |
| 5 | Annual insider ownership | Jun 11, 2024 | Mar 31, 2023 |
| 5 | Annual insider ownership | Jun 11, 2024 | Mar 31, 2023 |
| 5 | Annual insider ownership | Jun 11, 2024 | Mar 31, 2023 |
| 5 | Annual insider ownership | Jun 11, 2024 | Mar 31, 2023 |
| 5 | Annual insider ownership | Jun 11, 2024 | Mar 31, 2023 |
| SC 13D/A | Amended ownership over 5% (active) | Apr 17, 2024 | — |
| SC 13D/A | Amended ownership over 5% (active) | Apr 11, 2024 | — |
| SC 13D/A | Amended ownership over 5% (active) | Apr 4, 2024 | — |
| 144 | Notice of proposed sale | Mar 7, 2024 | — |
| SC 13D/A | Amended ownership over 5% (active) | Mar 4, 2024 | — |
| 144 | Notice of proposed sale | Feb 27, 2024 | — |
| 144 | Notice of proposed sale | Feb 23, 2024 | — |
| 4 | Insider transaction | Feb 22, 2024 | Feb 20, 2024 |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2024 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 13, 2024 | — |
| 144 | Notice of proposed sale | Feb 8, 2024 | — |
| 144 | Notice of proposed sale | Dec 6, 2023 | — |
| SC 13D/A | Amended ownership over 5% (active) | Oct 27, 2023 | — |
| SC 13D/A | Amended ownership over 5% (active) | Oct 24, 2023 | — |
| 144 | Notice of proposed sale | Oct 19, 2023 | — |
| 144 | Notice of proposed sale | Sep 8, 2023 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Sep 8, 2023 | — |
| SC 13D/A | Amended ownership over 5% (active) | Aug 15, 2023 | — |
| SC 13D | Ownership over 5% (active) | Aug 11, 2023 | — |
| 3 | Initial insider ownership | Aug 11, 2023 | Aug 1, 2023 |
| 3 | Initial insider ownership | Aug 11, 2023 | Aug 1, 2023 |
| 4 | Insider transaction | Aug 1, 2023 | Aug 1, 2023 |
| 4 | Insider transaction | Jul 11, 2023 | Jul 7, 2023 |
| SC 13G | Ownership over 5% (passive) | Jul 7, 2023 | — |
| SC 13G | Ownership over 5% (passive) | Jul 3, 2023 | — |
| SC 13D | Ownership over 5% (active) | Jun 15, 2023 | — |
| SC 13D | Ownership over 5% (active) | Jun 15, 2023 | — |
| SC 13D | Ownership over 5% (active) | Jun 14, 2023 | — |
| 3 | Initial insider ownership | Jun 7, 2023 | Jun 7, 2023 |
| 3 | Initial insider ownership | Jun 7, 2023 | Jun 7, 2023 |
| 3 | Initial insider ownership | Jun 7, 2023 | Jun 7, 2023 |
| 3 | Initial insider ownership | Jun 7, 2023 | Jun 7, 2023 |
| 3 | Initial insider ownership | Jun 7, 2023 | Jun 7, 2023 |
| 3 | Initial insider ownership | Jun 7, 2023 | Jun 7, 2023 |
| 3 | Initial insider ownership | Jun 7, 2023 | Jun 7, 2023 |
| 3 | Initial insider ownership | Jun 7, 2023 | Jun 7, 2023 |
| 3 | Initial insider ownership | Jun 7, 2023 | Jun 7, 2023 |
| 3 | Initial insider ownership | Jun 7, 2023 | Jun 7, 2023 |
| 3 | Initial insider ownership | Jun 7, 2023 | Jun 7, 2023 |
| 3 | Initial insider ownership | Jun 7, 2023 | Jun 7, 2023 |
| 3 | Initial insider ownership | Jun 7, 2023 | Jun 7, 2023 |
| 3 | Initial insider ownership | Jun 7, 2023 | Jun 7, 2023 |
| 3 | Initial insider ownership | Jun 7, 2023 | Jun 7, 2023 |
Showing 146 filings. Main filings leave out insider and ownership forms such as Form 4; choose a type above to see them. Each form opens on SEC.gov. Older filings are on SEC EDGAR.
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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.