Beneficient · Ownership · TradingHolo

Beneficient · Ownership · TradingHolo

Insider activity

Open-market trades from Form 4 filings

Insiders bought $35K and sold $0 in the filings shown.

Date	Name	Role	Type	Shares	Value
Fri, 18 Sep 2026	CANGANY PETER T JR	director	A-Award	247,642	$0
Fri, 18 Sep 2026	CANGANY PETER T JR	director	A-Award	32,960	$0
Fri, 18 Sep 2026	Hicks Mack H.	director, 10 percent owner	A-Award	26,828	$0
Fri, 18 Sep 2026	Schnitzer Bruce William	director	A-Award	188,679	$0
Fri, 18 Sep 2026	Schnitzer Bruce William	director	A-Award	29,894	$0
Fri, 18 Sep 2026	Schnitzer Bruce William	director	A-Award	176,887	$0
Fri, 18 Sep 2026	Wendel Karen	director	A-Award	44,016	$0
Fri, 18 Sep 2026	Wendel Karen	director	A-Award	32,960	$0
Fri, 18 Sep 2026	Hicks Holdings Operating LLC	10 percent owner	A-Award	26,828	$0
Tue, 15 Sep 2026	Silk James G.	officer: Chief Executive Officer	P-Purchase	9,434	$10K
Tue, 15 Sep 2026	Fletcher Derek L.	director, officer: See Remarks	P-Purchase	4,717	$5K
Tue, 15 Sep 2026	CANGANY PETER T JR	director	P-Purchase	18,868	$20K
Wed, 15 Oct 2025	Silk James G.	officer: Chief Executive Officer	J-Other	1,101,082	—
Fri, 5 Dec 2025	Schnitzer Bruce William	director	A-Award	931,837	$0
Fri, 5 Dec 2025	CANGANY PETER T JR	director	A-Award	635,690	$0

Institutional holders

From 13F filings · Tue, 30 Jun 2026

Holder	Shares	% out	Change
Yorkville Advisors Global, LP	280,631	1.5%	—
GEODE CAPITAL MANAGEMENT, LLC	154,649	0.8%	−3,378
VANGUARD CAPITAL MANAGEMENT LLC	153,491	0.8%	+3,491
VANGUARD FIDUCIARY TRUST CO	72,070	0.4%	+559
STATE STREET CORP	66,345	0.3%	+14,500
BlackRock, Inc.	49,528	0.3%	+4,205
MORGAN STANLEY	45,122	0.2%	+21,084
NORTHERN TRUST CORP	31,411	0.2%	+0
Ausdal Financial Partners, Inc.	13,817	0.1%	+2,000
Vanguard Global Advisers, LLC	8,750	0.0%	+0
UBS Group AG	4,271	0.0%	−1,717
BARCLAYS PLC	60	0.0%	—
NFSG Corp	24	0.0%	+0
SBI Securities Co., Ltd.	7	0.0%	+0