WaveMan
WaveMan · Company
BENF · Beneficient
> Search tickers & screens ⌘K
LIVE
← All companies

BENF Beneficient (BENF) Insider Trading, Ownership & Congress Trades

Financial Services · Finance services · CIK 0001775734
Quote by TradingView
Cluster · 3 insidersActivist 13DC-suite buying · 2
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
10
13F, latest reported quarter

What the filings say about BENF

Insiders, 180 days
+$35.0K net bought
3 buyers
Activist stakes (13D), 180 days
1 filing
Largest: 7.5% of the class

Beneficient insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Beneficient insiders bought a net $35.0K of stock across 77 Form 4 purchases and sales, with 3 insiders buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Fletcher Derek L.
See Remarks
BUY
2026-09-17 SECtraded 2026-09-15
4,717
$5.0K
+41.5%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 88.4% of the 5,336 shares held after it.
  • 2 other insiders bought within 30 days.
  • 10 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See Remarks Fletcher Derek L. bought about $5.0K of BENF on Sep 15, 2026, the largest insider purchase at the company since 2024; 2 other insiders bought within 30 days and 10 funds added in the latest 13F quarter.
Silk James G.
Chief Executive Officer
BUY
2026-09-17 SECtraded 2026-09-15
9,434
$10.0K
+41.5%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 0.8% of the 1,110,930 shares held after it.
  • 2 other insiders bought within 30 days.
  • 10 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Silk James G. bought about $10.0K of BENF on Sep 15, 2026, the largest insider purchase at the company since 2024; 2 other insiders bought within 30 days and 10 funds added in the latest 13F quarter.
CANGANY PETER T JR
Director
BUY
2026-09-17 SECtraded 2026-09-15
18,868
$20.0K
+41.5%
Context
  • 9 earlier Form 4 trades (code P or S) here by this insider (9 buys), the last on Nov 22, 2024.
  • -58.0% median (-61.0% mean) 90-day return after 7 previous buys.
  • The trade is 19.1% of the 98,529 shares held after it.
  • 2 other insiders bought within 30 days.
  • 10 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director CANGANY PETER T JR bought about $20.0K of BENF on Sep 15, 2026, the largest insider purchase at the company since 2024; 2 other insiders bought within 30 days and 10 funds added in the latest 13F quarter.
Welday Jeff
See Remarks
SELL
2025-03-04 SEC
941
$320
-69.0%
Context
  • 49 earlier Form 4 trades (code P or S) here by this insider (49 sales), the last on Feb 28, 2025.
  • The trade is 0.7% of the 140,037 shares held after it.
  • No other insider sold within 30 days.
  • 10 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See Remarks Welday Jeff sold about $320 of BENF on Mar 4, 2025; 10 funds added in the latest 13F quarter.
Welday Jeff
See Remarks
SELL
2025-03-04 SECtraded 2025-02-28
442
$181
-69.0%
Context
  • 48 earlier Form 4 trades (code P or S) here by this insider (48 sales), the last on Feb 27, 2025.
  • The trade is 0.3% of the 140,978 shares held after it.
  • No other insider sold within 30 days.
  • 10 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See Remarks Welday Jeff sold about $181 of BENF on Feb 28, 2025; 10 funds added in the latest 13F quarter.
77 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 72 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net +$35.0K over 180 days
+$35.0K over 90 days
more than 79% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
10 funds bought in last quarter
below 86% of Financial Services
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
no share repurchases reported
Short interest
35.3% of the float short (float per yahoo 2026-10-27) · 1.0 days to cover · settled 2026-10-15
The situation: each line is one rule over one dataset
3 insiders independently bought a net $35.0K while the stock fell 77% over six months, with no planned sales queued.
James G. Silk disclosed a 5%+ stake (7.5%) in the last six months.
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch BENF

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-89.8%12M
-93%-58%-22%+13%2025-102025-122026-022026-042026-062026-082026-10 2026-09-15 · CANGANY PETER T JR bought $20.0K2026-09-15 · Silk James G. bought $10.0K2026-09-15 · Fletcher Derek L. bought $5.0K2026-07-09 · James G. Silk filed a 5%+ stake (7.5%)
Insider buy13D/G stake
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns BENF: institutional holders (13F)

13F holdings, latest reported quarter
Yorkville Advisors Global, LP
280,631 sh
$1.0M
GEODE CAPITAL MANAGEMENT, LLC
154,649 sh
$569.4K
VANGUARD CAPITAL MANAGEMENT LLC
153,491 sh
$564.8K
VANGUARD FIDUCIARY TRUST CO
72,070 sh
$265.2K
STATE STREET CORP
66,345 sh
$244.2K

Congress trades in BENF

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

13D: intends to influence · 13G: passive
James G. Silk
Activist 13D · 2026-07-09
7.5%

BENF planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

BENF mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
iShares Micro-Cap ETF
$15.5K position · as of 2026-06-30
0.0%
Fidelity Extended Market Index Fund
$276.4K position · as of 2026-05-31
0.0%
VANGUARD EXTENDED MARKET INDEX FUND
$549.9K position · as of 2026-06-30
0.0%
Fidelity Series Total Market Index Fund
$76.6K position · as of 2026-05-31
0.0%
Fidelity Total Market Index Fund
$93.4K position · as of 2026-05-31
0.0%
Fidelity Nasdaq Composite Index Fund
$3.8K position · as of 2026-05-31
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
3 insiders reported buying shares.
The record shows a net $35.0K bought by insiders over 180 days, 10 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
MSTRCOINMORNUPSTIBKRCACCARESHOODRKTSCHWGSDAVE

BENF financials

Ratios from the company's XBRL filings, latest filings
Revenue, TTM
-$14.3M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Free cash flow, TTM
-$32.0M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
no debt line filed
Cash flow to debt
n/a
no debt line filed
Return on equity
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Return on assets
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on capital employed
n/a
assets or current liabilities not filed
P/E, trailing
n/a
fewer than four consecutive quarters of diluted EPS
Enterprise value
n/a
no share count filed
FCF yield
n/a
no share count filed
PEG, trailing
n/a
fewer than four consecutive quarters of diluted EPS
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2026-032025-032024-032023-03
Revenue-$39.1M-$7.9M-$98.7M-$104.9M
Operating income-$166.5M-$24.2M-$2.6B-$253.2M
Net income-$87.4M$51.2M-$2.1B-$131.0M
EPS (diluted)n/an/an/a-1.94
Operating cash flow-$38.7M-$37.7M-$58.2M-$95.1M
Cash$2.5M$1.3M$7.9M$8.7M
SEC XBRL, fiscal years, as known on 2026-10-28

BENF Stock Sonar score 3/7 axes

Find similar shapesCompare

BENF ranks highest on insider conviction (86th percentile) and risk and compliance (35th), and lowest on institutional and government (14th), among Financial Services peers.

Insider conviction
86
Inputs
  • Net Form 4 buying (codes P and S), 180d$35K · 79 pct, sector of 160
  • Insider buyers, 180d3 · 93 pct, sector of 164
Institutional and government
14
Inputs
  • Funds adding, latest quarter10 · 14 pct, sector of 278
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
35
Inputs
  • Short interest, % of float+35.3% · 2 pct, sector of 388
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-K+9.1% · 68 pct, sector of 175
4 not measured: Profitability, Financial health, Growth, US patents
  • Profitability needs 2 of 4 inputs, 0 present: assets or current liabilities not filed; pre-tax loss, no effective tax rate to apply; the filed year and its quarters do not reconcile, so the trailing figure is withheld
  • Financial health needs 1 of 2 inputs, 0 present: no debt line filed
  • Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

3 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

BENF filings, in plain words

Are Beneficient insiders buying or selling BENF?

In the 180 days to 2026-10-28, Beneficient insiders were net buyers, a net $35.0K across purchases and sales reported on Form 4, by 3 buyers.

Read the full summary

In the 180 days to 2026-10-28, Beneficient insiders were net buyers of BENF, a net $35.0K across purchases and sales reported on Form 4 by 3 buyers. 3 different insiders reported purchases within the last 90 days, a cluster buy, which is rarer than a single purchase. 1 activist Schedule 13D filing in the last 180 days declared an intent to influence the company, the largest for 7.5% of the class. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

Explore insider trading and ownership data

Every company we track, ranked by each kind of filing
Insider buyingInsider sellingCongress stock tradesActivist 13D stakesForm 144 planned salesCEO pay vs performanceAll companies