Data spanning the past 90 days through February 19, 2026 reveals that Beneficient's three principal insider shareholders consist of Director Peter T Jr Cangany (120.24K shares), Director Bruce William Schnitzer (116.72K shares), TenPercentOwner Wind Down Trust Gwg (43.52K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Peter T Jr Cangany | 120,237 | 09 Dec, 2025 | |
| Bruce William Schnitzer | 116,721 | 09 Dec, 2025 | |
| Wind Down Trust Gwg | 43,523 | 07 Oct, 2024 | |
| Karen Wendel | 25,915 | 25 Nov, 2024 | |
| Jeff Welday | Nan | 21,549 | 23 Jul, 2025 |
| Patrick J. Donegan | 17,277 | 02 Oct, 2024 | |
| Thomas O Hicks | 12,747 | 28 Aug, 2024 | |
| Brad K Heppner | Nan | 2,137 | 11 Jun, 2024 |
| Derek L. Fletcher | Nan | 471 | 11 Jun, 2024 |
| Maria S. Rutledge | Chief Technology Officer | 318 | 27 Sep, 2024 |
| Gregory W. Ezell | Chief Financial Officer | 315 | 11 Jun, 2024 |
| Scott W. Wilson | Chief Underwriting Officer | 306 | 11 Jun, 2024 |
| Dennis P Lockhart | 162 | 11 Jun, 2024 | |
| Emily B. Hill | 143 | 11 Jun, 2024 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 05 Dec, 2025 | Bruce William Schnitzer | Class A Common Stock | A | 931,837 | $0.00 | 116,721 | D | A |
| 05 Dec, 2025 | Peter T Jr Cangany | Class A Common Stock | A | 635,690 | $0.00 | 79,612 | D | A |
| 21 Jul, 2025 | Jeff Welday | Class A Common Stock | A | 30,687 | $0.00 | 21,549 | D | A |
| 21 Jul, 2025 | Jeff Welday | - | - | 21,549 | D | |||
| 24 Apr, 2025 | Jeff Welday | Class A Common Stock | A | 1,670 | $0.00 | 17,713 | D | A |
| 04 Mar, 2025 | Jeff Welday | Class A Common Stock | D | 941 | $0.34 | 17,505 | D | S |
| 28 Feb, 2025 | Jeff Welday | Class A Common Stock | D | 442 | $0.41 | 17,622 | D | S |
| 27 Feb, 2025 | Jeff Welday | Class A Common Stock | D | 238 | $0.41 | 17,678 | D | S |
| 26 Feb, 2025 | Jeff Welday | Class A Common Stock | D | 201 | $0.42 | 17,707 | D | S |
| 25 Feb, 2025 | Jeff Welday | Class A Common Stock | D | 408 | $0.42 | 17,732 | D | S |
| 24 Feb, 2025 | Jeff Welday | Class A Common Stock | D | 548 | $0.42 | 17,783 | D | S |
| 21 Feb, 2025 | Jeff Welday | Class A Common Stock | D | 476 | $0.44 | 17,852 | D | S |
| 20 Feb, 2025 | Jeff Welday | Class A Common Stock | D | 204 | $0.45 | 17,911 | D | S |
| 19 Feb, 2025 | Jeff Welday | Class A Common Stock | D | 272 | $0.47 | 17,937 | D | S |
| 18 Feb, 2025 | Jeff Welday | Class A Common Stock | D | 1,191 | $0.47 | 17,971 | D | S |
| 14 Feb, 2025 | Jeff Welday | Class A Common Stock | D | 272 | $0.55 | 18,120 | D | S |
| 13 Feb, 2025 | Jeff Welday | Class A Common Stock | D | 510 | $0.53 | 18,154 | D | S |
| 12 Feb, 2025 | Jeff Welday | Class A Common Stock | D | 885 | $0.63 | 18,218 | D | S |
| 11 Feb, 2025 | Jeff Welday | Class A Common Stock | D | 2,586 | $0.67 | 18,328 | D | S |
| 10 Feb, 2025 | Jeff Welday | Class A Common Stock | D | 306 | $0.59 | 18,651 | D | S |