Comparable stake leader
Mack H. Hicks
SEC ownership of Beneficient
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001775734.
Disclosed value leader
Mack H. Hicks
Comparable rows
21/50
Latest evidence
18 Sep 2026
- Public ticker
- BENF, BENFW on Nasdaq
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Mack H. Hicks
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
21 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Mack H. Hicks
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
18 Sep 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001775734
- Issuer location
- Dallas, TX
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Beneficient (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Mack H. Hicks
Disclosed value leader
Mack H. Hicks
Comparable rows
21/50
Latest evidence
18 Sep 2026
13D/G
3/4/5
13F
Lead comparable stake: 81%
29 rows are not safely comparable across share classes.
13D/G row: Mack H. Hicks
Showing 1-8 of 50 holder rows.
Quick read
Mack H. Hicks leads the comparable SEC ownership view at 81%.
21 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Mack H. Hicks's linked filing trail.
Comparable ownership
Top 5
Mack H. Hicks
81%
James G. Silk
7.5%
Brad K. Heppner
2.8%
Bruce W. Schnitzer
3.5%
Peter T. Cangany Jr.
2.9%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Mack H. Hicks |
13D/G
3/4/5
Mack Hicks · Director, 10%+ Owner
|
81%
|
$10,072,900
11,712,675 shares
|
$0 | 10 Mar 2026 |
| James G. Silk |
13D/G
3/4/5
Chief Executive Officer
|
7.5%
|
$3,998,151
1,101,419 shares
|
$0 | 15 Oct 2025 |
| Brad K. Heppner |
3/4/5
13D/G
Chief Executive Officer, Chairman of the Board of Directors, Director
|
2.8%
from 13D/G
|
$91,955
17,092 shares
|
— | 07 Jun 2024 |
| Bruce W. Schnitzer |
3/4/5
Director
|
3.5%
|
$1,889,875
513,553 shares
|
— | 18 Sep 2026 |
| Peter T. Cangany Jr. |
3/4/5
Director
|
2.9%
|
$1,590,702
432,256 shares
|
+$20,000 | 18 Sep 2026 |
| Hicks Holdings Operating LLC |
3/4/5
10%+ Owner
|
1.2%
|
$650,373
176,732 shares
|
— | 18 Sep 2026 |
| Jeff Welday |
3/4/5
Global Head of Organizations and Distribution
|
1.2%
|
$55,166
172,394 shares
|
— | 21 Jul 2025 |
| Derek L. Fletcher |
3/4/5
Chief Fiduciary Officer, Director
|
0.04%
|
$5,656
5,336 shares
|
+$5,000 | 15 Sep 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$35,000.
Buys
$35,000
Insiders: 3
Sells
$0
Insiders: 0
Net
+$35,000
Shares: +33,019
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 33,019
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 33,019 | 0 | $35,000 | $0 | +$35,000 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 21 reporting-owner rows connected to Beneficient. Open a relationship link for the CIK-to-CIK filing trail.
Rows
21
Largest Forms 3/4/5 holder
Bruce W. Schnitzer
Net 12M change
+$35,000
Latest report
18 Sep 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Bruce W. Schnitzer | Director | $1,889,875 | Median | 18 Sep 2026 | ||
| Peter T. Cangany Jr. | Director | $1,590,702 | +$20,000 | +1.3% | Median | 18 Sep 2026 |
| James G. Silk | Chief Executive Officer | $1,177,585 | +$10,000 | +0.86% | Filing P/S | 15 Sep 2026 |
| Hicks Holdings Operating LLC | 10%+ Owner | $650,373 | Median | 18 Sep 2026 | ||
| Mack H. Hicks | Director, 10%+ Owner | $650,373 | Median | 18 Sep 2026 | ||
| GWG Wind Down Trust | 10%+ Owner | $623,248 | Filing P/S | 04 Oct 2024 | ||
| Karen Wendel | Director | $378,635 | Median | 18 Sep 2026 | ||
| Richard W. Fisher | Director | $270,229 | Mixed | 07 Jun 2023 | ||
| Thomas O Hicks | Director | $200,899 | Mixed | 27 Aug 2024 | ||
| Patrick J. Donegan | Director | $153,415 | Mixed | 30 Sep 2024 | ||
| Brad K. Heppner | Chief Executive Officer, Chairman of the Board of Directors, Director | $91,955 | Mixed | 07 Jun 2024 | ||
| Jeff Welday | Global Head of Organizations and Distribution | $55,166 | Mixed | 21 Jul 2025 | ||
| Samuel Hikspoors | Chief Risk Officer | $23,125 | Mixed | 07 Jun 2023 | ||
| Gregory W. Ezell | Chief Financial Officer | $13,547 | Mixed | 07 Jun 2024 | ||
| Scott W. Wilson | Chief Underwriting Officer | $13,149 | Mixed | 07 Jun 2024 | ||
| Dennis P. Lockhart | Director | $6,972 | Mixed | 07 Jun 2024 | ||
| Emily B. Hill | Director | $6,149 | Mixed | 07 Jun 2024 | ||
| Derek L. Fletcher | Chief Fiduciary Officer, Director | $5,656 | +$5,000 | +762% | Filing P/S | 15 Sep 2026 |
| Maria S. Rutledge | Chief Technology Officer | $2,819 | Filing P/S | 20 Sep 2024 | ||
| GWG Holdings, Inc. | 10%+ Owner | Mixed | 01 Aug 2023 |
Recent insider transactions for Beneficient
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Karen Wendel | BENF | Class A Common Stock | Award | 297% | 76,976 | 102,890 | 18 Sep 2026 | Direct | ||
| Bruce W. Schnitzer | BENF | Class A Common Stock | Award | 334.9% | 395,460 | 513,553 | 18 Sep 2026 | Direct | ||
| Hicks Mack H. | BENF | Class A Common Stock | Award | 26,828 | 26,828 | 18 Sep 2026 | Direct | |||
| Mack H. Hicks | BENF | Class A Common Stock | Award | 26,828 | 26,828 | 18 Sep 2026 | Direct | |||
| Peter T. Cangany Jr. | BENF | Class A Common Stock | Award | 284.8% | 280,602 | 379,131 | 18 Sep 2026 | Direct | ||
| Derek L. Fletcher | BENF | Class A Common Stock | Purchase | 762% | $5,000 | $1.06 | 4,717 | 5,336 | 15 Sep 2026 | Direct |
| Peter T. Cangany Jr. | BENF | Class A Common Stock | Purchase | 23.7% | $20,000 | $1.06 | 18,868 | 98,529 | 15 Sep 2026 | Direct |
| James G. Silk | BENF | Class A Common Stock | Purchase | 0.86% | $10,000 | $1.06 | 9,434 | 1,110,930 | 15 Sep 2026 | Direct |
| Peter T. Cangany Jr. | BENF | Class A Common Stock | Award | 52710.6% | 635,690 | 636,896 | 05 Dec 2025 | Direct | ||
| Bruce W. Schnitzer | BENF | Class A Common Stock | Award | 48281.7% | 931,837 | 933,767 | 05 Dec 2025 | Direct | ||
| James G. Silk | BENF | Class A Common Stock | Other | 265961.8% | 1,101,082 | 1,101,496 | 15 Oct 2025 | Direct | ||
| James G. Silk | BENF | BCH Class S Ordinary Units | Other | -100% | -1,101,082 | 0 | 15 Oct 2025 | Direct | ||
| James G. Silk | BENF | BCH Class S Ordinary Units | Other | 1,101,082 | 1,101,082 | 15 Oct 2025 | Direct | |||
| James G. Silk | BENF | BCH A-1 Unit Accounts | Other | -100% | -1,101,082 | 0 | 15 Oct 2025 | Direct |
* marks a reported price that did not pass the local price check.