Beneficient
No SEC Form 4 filings for $BENF in the last 30 days.
See all $BENF insider activity →Beneficient (NASDAQ: BENF) reported fiscal 2027 first-quarter results ended June 30, 2026. The company entered its first collateral management services engagement with a Texas state-chartered bank and closed primary capital commitments totaling over $16 million. Investments with fair value rose to $212.5 million. Operating expenses fell 84.3% to $12.5 million, including a $1.8 million loss-contingency accrual.
Beneficient (BENF) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 q127earningsrelease.htm EX-99.1 Document For Immediate Release BENEFICIENT REPORTS FIRST QUARTER FISCAL 2027 RESULTS Company Enters into First Collateral Management Services Engagement, Closes More than $16 Million in Primary Capital Commitments Dallas, TX. – August 14,
Beneficient (BENF) filed an SEC Form 8-K — Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. false 0001775734 0001775734 2026-08-05 2026-08-05 0001775734 BENF:SharesOfClassCommonStockParValue0.001PerShareMember 2026-08-05 2026-08-05 0001775734 BENF:WarrantsEachWholeWarrantExercisableForOneShareOfClassCommonStockParValue0.001PerShareAndOneShareOfSeriesConvertiblePreferred
Over the past 7 days, alphai's AI scored 3 news stories mentioning BENF (Beneficient). Coverage has skewed bullish: 2 bullish, 1 neutral, and 0 bearish.
Recent BENF coverage spans earnings, corporate actions and financial news.
New fee-based collateral management engagement plus $16M+ primary capital commitments strengthen near-term growth and balance-sheet narrative, but credit-loss contingency dynamics remain a key risk.
New fee-based collateral management engagement and $16M+ primary capital closings support a balance-sheet strengthening narrative, but the filing also highlights large prior-period loss-contingency effects.
The filing updates BENF’s equity-linked financing structure, including conversion pricing, a floor price, and potential interest rate step-up on default.
The deal increases collateral and tangible book value via a new GP primary commitment, with potential dilution/financing optics tied to preferred conversion.
The filing signals a dilutive, resettable conversion instrument tied to monthly VWAP resets, which can change future share supply and valuation expectations.
alphai scores every news story that mentions BENF with an AI model for sentiment and relevance, and aggregates insider trades from Beneficient's SEC EDGAR Form 4 filings. Figures refresh continuously.
Beneficient (NASDAQ: BENF) reported fiscal 2027 first-quarter results ended June 30, 2026. The company entered its first collateral management services engagement with a Texas state-chartered bank and closed primary capital commitments totaling over $16 million. Investments with fair value rose to $212.5 million. Operating expenses fell 84.3% to $12.5 million, including a $1.8 million loss-contingency accrual.
6 min readBeneficient (BENF) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 q127earningsrelease.htm EX-99.1 Document For Immediate Release BENEFICIENT REPORTS FIRST QUARTER FISCAL 2027 RESULTS Company Enters into First Collateral Management Services Engagement, Closes More than $16 Million in Primary Capital Commitments Dallas, TX. – August 14,
6 min readBeneficient (BENF) filed an SEC Form 8-K — Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. false 0001775734 0001775734 2026-08-05 2026-08-05 0001775734 BENF:SharesOfClassCommonStockParValue0.001PerShareMember 2026-08-05 2026-08-05 0001775734 BENF:WarrantsEachWholeWarrantExercisableForOneShareOfClassCommonStockParValue0.001PerShareAndOneShareOfSeriesConvertiblePreferred
4 min readBeneficient (NASDAQ: BENF) said it closed a $7.44 million GP primary capital transaction with Quartus AI Fund II LP, managed by Quartus Capital Partners. As consideration, the fund received about $7.44 million of Beneficient resettable convertible preferred stock convertible into Class A common. The deal may add about $7.44 million to ExAlt loan collateral and tangible book value.
4 min readBeneficient (BENF) filed an SEC Form 8-K — Unregistered Sales of Equity Securities. false --03-31 0001775734 0001775734 2026-07-10 2026-07-10 0001775734 BENF:SharesOfClassCommonStockParValue0.001PerShareMember 2026-07-10 2026-07-10 0001775734 BENF:WarrantsEachWholeWarrantExercisableForOneShareOfClassCommonStockParValue0.001PerShareAndOneShareOfSeriesConvertibleP
3 min readBeneficient (BENF) filed an SEC Form 8-K — Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. EX-10.1 2 ex10-1.htm EX-10.1 Exhibit 10.1 AMENDED AND RESTATED STANDBY EQUITY PURCHASE AGREEMENT THIS AMENDED AND RESTATED STANDBY EQUITY PURCHASE AGREEMENT (this “ Agreement ”) dated as of June 26, 2026 and effective as of the Effective Date is made by and between YA II PN, LTD.
6 min readBeneficient (NASDAQ: BENF) CEO James Silk sent shareholders an update alongside FY2026 earnings. The company said it resolved GWG litigation matters, regained Nasdaq compliance, generated ~$51.5M gross proceeds from asset sales, and fully repaid HH-BDH Credit Agreement principal (excluding ~$1.1M deferred interest/fees). It also reported ~$14.9M GP Primary Commitment net asset value and an additional post–Mar 31, 2026 primary capital transaction adding ~$8.8M collateral to its ExAlt loan portfol
7 min readBeneficient (NASDAQ: BENF) reported fiscal 2026 results for the year ended March 31, 2026, including a fourth-quarter increase in operating expenses to $17.5M (vs. $14.3M) tied to $3.1M non-cash impairment and a $62.8M loss contingency for the year. The company said it resolved GWG Holdings litigation, regained Nasdaq compliance, generated $51.5M gross proceeds from asset sales, and paid off HH-BDH Credit Agreement principal. It also named James Silk CEO and announced a first collateral manageme
7 min readBeneficient (BENF) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 q426earningsrelease.htm EX-99.1 Document For Immediate Release Exhibit 99.1 BENEFICIENT REPORTS FOURTH QUARTER & FISCAL YEAR ENDED MARCH 31, 2026 RESULTS Transformative Fiscal 2026 Focused on Addressing Legacy Issues While Strengthening Foundation of the Company Benefic
7 min readBeneficient (NASDAQ: BENF) said it entered its first collateral management services engagement with a third-party Texas state-chartered bank for a secured lending transaction. Beneficient will provide ongoing collateral monitoring and reporting for a portfolio of alternative assets pledged as collateral, with recurring annual fee revenue expected over the engagement. The company plans to use the relationship as a reference for additional bank and lender clients.
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