Patrick J. Donegan - 18 Sep 2026 Form 4 Insider Report for Beneficient (BENF)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
29 Oct 2026, 16:15:26 UTC
Prior SEC filing
02 Oct 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
By: /s/ David B. Rost, Attorney-in-fact for Patrick J. Donegan
Filing notes and source

Key filing fact

Patrick J. Donegan filed Form 4 for Beneficient (BENF) on 29 Oct 2026.

Key facts

  • This page summarizes Patrick J. Donegan's Form 4 filing for Beneficient (BENF).
  • 3 reported transactions and 0 derivative rows are listed below.
  • Accepted by SEC: 29 Oct 2026, 16:15.

Change

  • Previous filing in this sequence was filed on 02 Oct 2024.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0002039571 Primary reporting owner

Donegan Patrick J.

Relationship
Director
Address
325 N. SAINT PAUL STREET,, SUITE 4850, DALLAS
Signature
By: /s/ David B. Rost, Attorney-in-fact for Patrick J. Donegan
Signature date
29 Oct 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

BENF transaction

Class A Common Stock

Award

Transaction value
Shares
+30,660
Change %
+177%
Price
$0.000000*
Shares after
47,936
Date
18 Sep 2026
Ownership
Direct
Footnotes
F1, F2
BENF transaction

Class A Common Stock

Award

Transaction value
Shares
+61,321
Change %
+128%
Price
$0.000000*
Shares after
109,257
Date
18 Sep 2026
Ownership
Direct
Footnotes
F2, F3
BENF transaction

Class A Common Stock

Award

Transaction value
Shares
+23,897
Change %
+22%
Price
$0.000000*
Shares after
133,154
Date
30 Sep 2026
Ownership
Direct
Footnotes
F2, F4
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

Includes 30,660 shares of Class A common stock, par value $0.001 ("Class A common stock"), of Beneficient (the "Issuer") issuable upon the settlement of an award of 30,660 restricted stock units ("RSUs") granted pursuant to the Beneficient 2023 Equity Incentive Plan ("2023 Equity Incentive Plan") to Patrick J. Donegan (the "Reporting Person") on September 18, 2026. Such award of RSUs to the Reporting Person fully vested on the date of grant.

Footnote F2

Includes 17,276 shares of Class A common stock issuable upon the settlement of an award of 17,276 RSUs granted pursuant to the 2023 Equity Incentive Plan to the Reporting Person on September 30, 2024. Such award of RSUs to the Reporting Person vested in four equal installments on the last day of each calendar quarter over a one-year period from the date of grant.

Footnote F3

Includes 61,321 shares of Class A common stock issuable upon settlement of an award of 61,321 RSUs granted to the Reporting Person on September 18, 2026 pursuant to the 2023 Equity Incentive Plan. The RSUs were granted in satisfaction of the Reporting Person's prior service compensation for the period from October 1, 2025 through March 31, 2026. Such award of RSUs fully vested on the date of grant.

Footnote F4

Includes 23,897 shares of Class A common stock issuable upon settlement of an award of 23,897 RSUs granted to the Reporting Person on September 30, 2026 pursuant to the 2023 Equity Incentive Plan. Such award of RSUs to the Reporting Person fully vested on the date of grant.

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