Beneficient — Form D

Beneficient of DALLAS, TX, a company, filed a Form D exempt-offering notice with the SEC on 2025-01-16. The offering totals $1.4M, of which $1.4M was reported sold. Industry: Other Banking and Financial Services.

Offering

Issuer

Officers, directors & promoters (83)

Showing 25 of 83 people.

NameRoleLocation
Peter Cangany, Jr.DirectorDallas, TX
Patrick DoneganDirectorDallas, TX
Derek FletcherDirectorDallas, TX
Brad HeppnerDirectorDallas, TX
Thomas HicksDirectorDallas, TX
Bruce SchnitzerDirectorDallas, TX
Karen WendelDirectorDallas, TX
Derek FletcherExecutive OfficerDallas, TX
Brad HeppnerExecutive OfficerDallas, TX
Maria RutledgeExecutive OfficerDallas, TX
Jeff WeldayExecutive OfficerDallas, TX
Scott WilsonExecutive OfficerSeattle, WA
Peter T Cangany, Jr.DirectorDallas, TX
Maria T RutledgeExecutive OfficerDallas, TX
Jeff T WeldayExecutive OfficerDallas, TX
Bruce T SchnitzerDirectorDallas, TX
Derek T FletcherDirectorDallas, TX
Derek T FletcherExecutive OfficerDallas, TX
Patrick T DoneganDirectorDallas, TX
Karen T WendelDirectorDallas, TX
Scott T WilsonExecutive OfficerDallas, TX
Brad K HeppnerDirectorDallas, TX
Brad K HeppnerExecutive OfficerDallas, TX
Greg EzellExecutive OfficerDallas, TX
Greg EzellRelated PersonDallas, 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
2025-07-02D$1.9M$1.9M
2025-05-06D$233K$233K
2025-04-18D$9.7M$9.7M
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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