Beneficient

NasdaqCM:BENF Stock Report

Market Cap: US$3.4m

Beneficient Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:BENF Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
23 Dec 24SellUS$2,187Jeff WeldayIndividual3,364US$0.65
20 Dec 24SellUS$2,056Jeff WeldayIndividual2,944US$0.74
17 Dec 24SellUS$2,062Jeff WeldayIndividual2,630US$0.81
12 Dec 24SellUS$1,910Jeff WeldayIndividual2,411US$0.80
09 Dec 24SellUS$2,942Jeff WeldayIndividual3,623US$0.82
04 Dec 24SellUS$3,904Jeff WeldayIndividual4,740US$0.83
29 Nov 24SellUS$6,182Jeff WeldayIndividual6,503US$1.00
22 Nov 24BuyUS$23,750Peter CanganyIndividual25,000US$0.95
19 Nov 24BuyUS$69,500Peter CanganyIndividual75,000US$0.94
04 Oct 24SellUS$337,043Elizabeth FreemanIndividual188,292US$1.79
20 Sep 24BuyUS$999Maria RutledgeIndividual900US$1.11
09 Sep 24SellUS$1,591,697Elizabeth FreemanIndividual586,214US$2.93
06 Sep 24SellUS$58,940Jeff WeldayIndividual24,305US$2.43
04 Sep 24SellUS$2,929Jeff WeldayIndividual1,941US$1.51
30 Aug 24SellUS$7,185Jeff WeldayIndividual4,592US$1.57
28 Aug 24SellUS$25,470Jeff WeldayIndividual14,125US$1.97
28 Aug 24SellUS$21,691Elizabeth FreemanIndividual10,840US$2.01
27 Aug 24BuyUS$59,100Peter CanganyIndividual30,000US$1.97
22 Aug 24SellUS$1,533,967Elizabeth FreemanIndividual546,008US$2.81
21 Aug 24SellUS$11,059Elizabeth FreemanIndividual4,686US$2.36
20 Aug 24BuyUS$62,655Peter CanganyIndividual27,500US$2.28
20 Aug 24SellUS$9,522Elizabeth FreemanIndividual4,001US$2.38
19 Aug 24SellUS$34,744Elizabeth FreemanIndividual14,722US$2.36
16 Aug 24SellUS$704Elizabeth FreemanIndividual296US$2.38
15 Aug 24SellUS$73,923Elizabeth FreemanIndividual31,060US$2.38
14 Aug 24SellUS$116,549Elizabeth FreemanIndividual48,562US$2.40
12 Jul 24SellUS$557,525Elizabeth FreemanIndividual144,935US$4.50
12 Apr 24SellUS$503,868Elizabeth FreemanIndividual55,043.09US$9.58
09 Apr 24SellUS$320,186Gwg Holdings Inc, Asset Management ArmCompany43,442.13US$9.02
28 Mar 24SellUS$351,658Elizabeth FreemanIndividual53,806.94US$10.40
01 Mar 24SellUS$1,088,261Elizabeth FreemanIndividual27,790.13US$39.16
21 Feb 24BuyUS$102,000Peter CanganyIndividual5,000US$20.80

Insider Trading Volume

Insider Buying: BENF insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of BENF?
Owner TypeNumber of SharesOwnership Percentage
Private Companies172,5733.4%
Individual Insiders1,175,14323.2%
Institutions1,424,84928.1%
General Public2,299,04145.3%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 46.8%.

Top Shareholders

Top 25 shareholders own 54.54% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11.5%
Hatteras Investment Partners, LP
583,904US$392.7k3.76%100.0%
10.6%
Gwg Holdings Inc, Asset Management Arm
536,475US$360.8k0%no data
8.4%
Peter Cangany
425,836US$286.4k31%no data
6.87%
Elizabeth Freeman
348,183US$234.2k-35.1%no data
4.37%
Brad Heppner
221,494US$149.0k0%no data
3.4%
The Grid Holding Co., Llc
172,573US$116.1k0%no data
1.88%
Jeff Welday
95,326US$64.1k67.3%no data
1.2%
HighPoint Advisor Group, LLC
61,000US$41.0k0%no data
1.17%
State Street Global Advisors, Inc.
59,554US$40.1k0%no data
0.99%
Thomas Hicks
50,340US$33.9k0%no data
0.99%
CFH Ventures Ltd
50,000US$33.6k0%22.99%
0.48%
Stifel Asset Management Corp.
24,300US$16.3k138%no data
0.4%
Ausdal Financial Partners, Inc., Asset Management Arm
20,162US$13.6k0%no data
0.35%
Geode Capital Management, LLC
17,550US$11.8k66.1%no data
0.33%
Hicks Holdings, LLC
16,528US$11.1k0%1.35%
0.28%
Commonwealth Equity Services, LLC
14,149US$9.5k7.61%no data
0.24%
The Vanguard Group, Inc.
12,378US$8.3k-63.6%no data
0.23%
Bruce Schnitzer
11,528US$7.8k0%no data
0.23%
Richard Fisher
11,527US$7.8k0%no data
0.21%
BlackRock, Inc.
10,868US$7.3k0%no data
0.19%
UBS Asset Management AG
9,499US$6.4k-18.1%no data
0.11%
Tower Research Capital Europe Limited
5,348US$3.6k14.4%no data
0.05%
Maria Rutledge
2,540US$1.7k54.9%no data
0.05%
Peter Williams
2,526US$1.7k0%no data
0.05%
Gregory Ezell
2,518US$1.7k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/24 16:11
End of Day Share Price 2024/12/24 00:00
Earnings2024/09/30
Annual Earnings2024/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Beneficient is covered by 2 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael DianaMaxim Group
Sung-Chul KimZacks Small-Cap Research