Beneficient — Form D

Beneficient of DALLAS, TX, a company, filed a Form D exempt-offering notice with the SEC on 2025-07-02. The offering totals $1.9M, of which $1.9M was reported sold. Industry: Other Banking and Financial Services.

Offering

Issuer

Officers, directors & promoters (83)

Showing 25 of 83 people.

NameRoleLocation
Peter T Cangany, Jr.DirectorDallas, TX
Patrick T DoneganDirectorDallas, TX
Derek T FletcherDirectorDallas, TX
Brad K HeppnerDirectorDallas, TX
Thomas O HicksDirectorDallas, TX
Bruce T SchnitzerDirectorDallas, TX
Karen T WendelDirectorDallas, TX
Greg EzellExecutive OfficerDallas, TX
Derek T FletcherExecutive OfficerDallas, TX
Brad K HeppnerExecutive OfficerDallas, TX
Maria T RutledgeExecutive OfficerDallas, TX
Jeff T WeldayExecutive OfficerDallas, TX
Scott T WilsonExecutive OfficerDallas, TX
Greg EzellRelated PersonDallas, TX
Karen O WendelDirectorDallas, TX
Greg T EzellExecutive OfficerDallas, TX
Karen WendelDirectorDallas, TX
Scott WilsonExecutive OfficerSeattle, WA
Patrick DoneganDirectorDallas, TX
Jeff WeldayExecutive OfficerDallas, TX
Derek FletcherDirectorDallas, TX
Derek FletcherExecutive OfficerDallas, TX
Brad HeppnerDirectorDallas, TX
Brad HeppnerExecutive OfficerDallas, TX
Maria RutledgeExecutive OfficerDallas, TX

Other filings by this issuer (15)

FiledFormOfferingSold
2026-07-24D$7.4M$7.4M
2026-04-17D$8.8M$8.8M
2026-01-20D$3.0M$3.0M
2025-05-06D$233K$233K
2025-04-18D$9.7M$9.7M
2025-01-16D$1.4M$1.4M
2024-08-28D/A$7.1M$3.6M
2024-08-20D$7.1M$3.6M
2024-03-13D$62.1M$62.1M
2024-02-21D$200K$200K
2024-02-21D$2.0M$2.0M
2023-08-14D$48.5M$37.7M
2022-12-22D/A$383.7M$383.7M
2022-12-16D$901.3M$5.3M
2021-12-22D$2.5B$352.0M

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