Beneficient

Form D Filings

Location
Dallas, TX
Industry Group
Other Banking & Financial Services
Related People
Brad K Heppner, Peter T. Cangany, Jr., Bruce Schnitzer, Derek Fletcher, Jeff Welday, Greg Ezell, Scott Wilson, Maria Rutledge, Patrick Donegan, Thomas O. Hicks, Karen Wendel, Brad Heppner, Peter Cangany, Jr., Thomas Hicks, Brad K. Heppner, Gregory W. Ezell, Maria S. Rutledge, Emily B. Hill, James G. Silk, Dennis P. Lockhart, Richard W. Fisher, Bruce W. Schnitzer, Dennis P Lockhart, Samuel Hikspoors, Beneficient Management, L.L.C., James Silk, Emily Bowersock Hill, Beneficient Management Beneficient Management, L.L.C., Art Damoulakis, David H. De Weese
Entity Type
Corporation
CIK
0001775734
Previous Names
Beneficient, Beneficient Co Group, L.P.
All SEC Filings
View on sec.gov
Date Filed Security Types Amount Sold Diff Total Amount Sold Total Offering Amount Remaining First Sale Signed Form SEC Link
4/18/2025 Equity, Security to be Acquired $9,655,758 $9,655,758 $9,655,758 $0 4/4/2025 4/18/2025 D 000164117225005402
1/15/2025 Equity, Security to be Acquired $1,361,926 $1,361,926 $1,361,926 $0 12/31/2024 1/15/2025 D 000177573425000001
8/27/2024 Equity, Debt, Option to Acquire, Security to be Acquired $0 $3,600,000 $7,085,755 $3,485,755 8/6/2024 8/27/2024 D/A 000177573424000060
8/20/2024 Equity, Debt, Option to Acquire, Security to be Acquired $3,600,000 $3,600,000 $7,085,755 $3,485,755 8/6/2024 8/20/2024 D 000177573424000059
3/12/2024 Equity, Security to be Acquired $62,096,231 $62,096,231 $62,096,231 $0 3/6/2024 3/12/2024 D 000177573424000010
2/21/2024 Equity, Security to be Acquired $2,000,000 $2,000,000 $2,000,000 $0 2/6/2024 2/21/2024 D 000177573424000009
2/21/2024 Equity, Security to be Acquired $200,000 $200,000 $200,000 $0 2/6/2024 2/21/2024 D 000177573424000008
8/14/2023 Equity, Option to Acquire, Security to be Acquired $37,689,946 $37,689,946 $48,525,810 $10,835,864 8/1/2023 8/14/2023 D 000177573423000011
12/22/2022 Equity $31,686,422 $383,686,422 $383,686,422 $0 12/7/2021 12/22/2022 D/A 000177573422000002
12/16/2022 Equity, Option to Acquire, Security to be Acquired $5,300,000 $5,300,000 $901,250,000 $895,950,000 12/1/2022 12/15/2022 D 000177573422000001
12/22/2021 Equity $352,000,000 $352,000,000 $2,500,000,000 $2,148,000,000 12/7/2021 12/22/2021 D 000177573421000002