Bruce W. Schnitzer - 05 Dec 2025 Form 4 Insider Report for Beneficient (BENF)

Role
Director
Signature
/s/ David B. Rost Attorney-in-fact for Bruce W. Schnitzer
Issuer symbol
BENF
Transactions as of
05 Dec 2025
Net transactions value
$0
Form type
4
Filing time
09 Dec 2025, 21:54:15 UTC
Previous filing
11 Jun 2024
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Schnitzer Bruce William Director 325 N. SAINT PAUL STREET, SUITE 4850, DALLAS /s/ David B. Rost Attorney-in-fact for Bruce W. Schnitzer 09 Dec 2025 0001328993

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BENF Class A Common Stock Award $0 +931,837 +48282% $0.000000 933,767 05 Dec 2025 Direct F1, F2, F3, F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents shares of Class A common stock, par value $0.001 per share (the "Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 931,837 restricted stock units ("RSUs") granted pursuant to the Beneficient 2023 Equity Incentive Plan (the "2023 Equity Incentive Plan") to Bruce W. Schnitzer (the "Reporting Person") on December 5, 2025. Such award of RSUs to the Reporting Person fully vested on the date of grant.
F2 Includes 643 shares of Class A common stock issuable upon the settlement of an award of 51,440 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on July 15, 2023. Such award of RSUs to the Reporting Person vested 20% on September 1, 2023, and the remaining 80% in four equal annual installments on September 1st of each subsequent calendar year.
F3 Includes 1,797 shares of Class A common stock issuable upon the settlement of an award of 115,000 restricted equity units ("REUs") granted the Reporting Person pursuant to The Beneficient Company Group, L.P. 2018 Equity Incentive Plan ("2018 Equity Incentive Plan") on January 11, 2018. 100,000 REUs vested on the date of grant, and 15,000 REUs vested 25% on the date of grant, and the remaining 75% in three equal annual installments on April 25th of each subsequent calendar year.
F4 Includes 188 shares of Class A common stock issuable upon settlement of an award of 12,000 REUs granted to the Reporting Person pursuant to the 2018 Equity Incentive Plan on April 1, 2022. Such award of REUs to the Reporting Person shall vest 40% on June 8, 2023, and the remaining 60% in three equal annual installments on April 1st of each subsequent calendar year.