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Beneficient

BENF
6.850USD
+1.720+33.53%
Close 12/19, 16:00ETQuotes delayed by 15 min
66.41MMarket Cap
LossP/E TTM

Beneficient

6.850
+1.720+33.53%

More Details of Beneficient Company

Beneficient is a technology-enabled financial services holding company that provides liquidity, primary capital solutions and related trust and custody services to holders of alternative assets through its proprietary online platform, AltAccess. The AltAccess platform provides end-to-end liquidity, custody, and investment analytics solutions through AltQuote, AltLiquidity, AltCustody, AltData, and AltTrading. The Company's segments include Ben Liquidity, Ben Custody, and Customer ExAlt Trusts. The Ben Liquidity segment is responsible for offering its fiduciary alternative asset liquidity and financing products through AltAccess. The Ben Custody segment delivers products that address the administrative and regulatory burden of holding alternative assets by offering full service bespoke custody and trust administration services, and specialized document custodian services to customers. The Customer ExAlt Trusts segment holds interests in alternative assets.

Beneficient Info

Ticker SymbolBENF
Company nameBeneficient
IPO dateDec 03, 2021
CEOSilk (James G)
Number of employees55
Security typeOrdinary Share
Fiscal year-endDec 03
Address325 N. Saint Paul Street
CityDALLAS
Stock exchangeNASDAQ OMX - NASDAQ BASIC
CountryUnited States of America
Postal code75201
Phone12144454705
Websitehttps://www.trustben.com/
Ticker SymbolBENF
IPO dateDec 03, 2021
CEOSilk (James G)

Company Executives of Beneficient

Name
Name/Position
Position
Shareholding
Change
Mr. Jeff Welday
Mr. Jeff Welday
Global Head of Originations and Distribution
Global Head of Originations and Distribution
184.40K
+18.67%
Mr. Greg Ezell
Mr. Greg Ezell
Chief Financial Officer
Chief Financial Officer
--
--
Mr. James G. Silk
Mr. James G. Silk
Interim Chief Executive Officer
Interim Chief Executive Officer
--
--
Mr. Scott W. Wilson
Mr. Scott W. Wilson
Chief Underwriting Officer
Chief Underwriting Officer
--
--
Mr. Thomas O. Hicks
Mr. Thomas O. Hicks
Chairman of the Board
Chairman of the Board
--
--
Ms. Karen J. Wendel
Ms. Karen J. Wendel
Independent Director
Independent Director
--
--
Mr. Patrick J. Donegan
Mr. Patrick J. Donegan
Independent Director
Independent Director
--
--
Ms. Maria S. Rutledge
Ms. Maria S. Rutledge
Chief Technology Officer
Chief Technology Officer
--
--
Mr. Derek L. Fletcher
Mr. Derek L. Fletcher
President of BFF, Chief Fiduciary Officer, Director
President of BFF, Chief Fiduciary Officer, Director
--
--
Mr. Bruce W. Schnitzer
Mr. Bruce W. Schnitzer
Director
Director
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Jeff Welday
Mr. Jeff Welday
Global Head of Originations and Distribution
Global Head of Originations and Distribution
184.40K
+18.67%
Mr. Greg Ezell
Mr. Greg Ezell
Chief Financial Officer
Chief Financial Officer
--
--
Mr. James G. Silk
Mr. James G. Silk
Interim Chief Executive Officer
Interim Chief Executive Officer
--
--
Mr. Scott W. Wilson
Mr. Scott W. Wilson
Chief Underwriting Officer
Chief Underwriting Officer
--
--
Mr. Thomas O. Hicks
Mr. Thomas O. Hicks
Chairman of the Board
Chairman of the Board
--
--
Ms. Karen J. Wendel
Ms. Karen J. Wendel
Independent Director
Independent Director
--
--

Revenue Breakdown

Relevant data have not been disclosed by the company yet.
Relevant data have not been disclosed by the company yet.
By Business
By Region
Relevant data have not been disclosed by the company yet.

Shareholding Stats

Updated: Thu, Dec 4
Updated: Thu, Dec 4
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Hicks (Thomas Ollis Sr)
83.59%
Silk (James G.)
7.96%
Cangany (Peter T. Jr.)
0.96%
Schnitzer (Bruce William)
0.85%
GWG Wind Down Trust
0.31%
Other
6.33%
Shareholders
Shareholders
Proportion
Hicks (Thomas Ollis Sr)
83.59%
Silk (James G.)
7.96%
Cangany (Peter T. Jr.)
0.96%
Schnitzer (Bruce William)
0.85%
GWG Wind Down Trust
0.31%
Other
6.33%
Shareholder Types
Shareholders
Proportion
Individual Investor
93.86%
Corporation
0.31%
Investment Advisor
0.24%
Investment Advisor/Hedge Fund
0.11%
Hedge Fund
0.04%
Other
5.44%

Institutional Shareholding

Updated: Mon, Dec 8
Updated: Mon, Dec 8
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q4
41
428.13K
1.79%
--
2025Q3
44
432.38K
21.00%
-876.66K
2025Q2
39
1.31M
21.45%
+168.14K
2025Q1
90
1.14M
23.03%
-810.68K
2024Q4
94
1.08M
20.54%
+272.54K
2024Q3
94
819.04K
33.93%
-472.11K
2024Q2
92
1.29M
22.86%
+633.38K
2024Q1
93
658.75K
30.01%
-308.69K
2023Q4
91
688.21K
30.40%
-7.21K
2023Q3
85
695.27K
31.19%
+23.50K
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
Hicks (Thomas Ollis Sr)
101.63K
1.07%
+176.00
+0.17%
Sep 22, 2025
Cangany (Peter T. Jr.)
425.98K
4.5%
+176.00
+0.04%
Sep 22, 2025
GWG Wind Down Trust
348.18K
3.68%
-188.29K
-35.10%
Oct 08, 2024
Wendel (Karen J.)
155.49K
1.64%
+26.83K
+20.85%
Sep 22, 2025
Welday (Jeff)
155.38K
1.64%
-16.45K
-9.57%
Sep 22, 2025
Donegan (Patrick)
128.66K
1.36%
+34.55K
+36.72%
Sep 22, 2025
Ausdal Financial Partners, Inc.
122.88K
1.3%
--
--
Jun 30, 2025
HighPoint Advisor Group, LLC
61.00K
0.64%
--
--
Jun 30, 2025
View more

Related ETFs

Name
Proportion
No Data

Dividend

A total of 0.00 USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
No Data

Stock Split

Date
Type
Ratio
Dec 11, 2025
Merger
8→1
Apr 16, 2024
Merger
80→1
Apr 16, 2024
Merger
80→1
Apr 16, 2024
Merger
80→1
Apr 16, 2024
Merger
80→1
Date
Type
Ratio
Dec 11, 2025
Merger
8→1
Apr 16, 2024
Merger
80→1
Apr 16, 2024
Merger
80→1
Apr 16, 2024
Merger
80→1
Apr 16, 2024
Merger
80→1

FAQs

Who are the top five shareholders of Beneficient?

The top five shareholders of Beneficient are:
Hicks (Thomas Ollis Sr) holds 101.63K shares, accounting for 1.07% of the total shares.
Cangany (Peter T. Jr.) holds 425.98K shares, accounting for 4.50% of the total shares.
GWG Wind Down Trust holds 348.18K shares, accounting for 3.68% of the total shares.
Wendel (Karen J.) holds 155.49K shares, accounting for 1.64% of the total shares.
Welday (Jeff) holds 155.38K shares, accounting for 1.64% of the total shares.

What are the top three shareholder types of Beneficient?

The top three shareholder types of Beneficient are:
Hicks (Thomas Ollis Sr)
Silk (James G.)
Cangany (Peter T. Jr.)

How many institutions hold shares of Beneficient (BENF)?

As of 2025Q4, 41 institutions hold shares of Beneficient, with a combined market value of approximately 428.13K, accounting for 1.79% of the total shares. Compared to 2025Q3, institutional shareholding has increased by -19.21%.

What is the biggest source of revenue for Beneficient?

In --, the -- business generated the highest revenue for Beneficient, amounting to -- and accounting for --% of total revenue.
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