OakChart

Beneficient

BENFFinancial·Asset Management·USA·Nano·NASD·Nov 11 • 3:18 PM ET

0.6720-0.0319 (-4.53%)
2026-11-11 21:19 CET
Market cap
13.37 USD m
Revenue, TTM
0.49 USD m
Net income, TTM
-9.06 USD m
Free cash flow, TTM
-31.99 USD m
EPS diluted, TTM
-3.84
P/E
-
Compare

Price

BENF against its 20, 50 and 200-day averages
2050200miss
1.002.003.004.00147.5M295.0MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26BENFclose 0.6720-day 0.8250-day 1.09200-day 2.880.67

93.3% under the 52-week high of 9.96 on 23 Dec 2025. 52-week low 0.50 on 22 Sep 2026. Last 15 sessions, 44.2% high to low

Volume 0.01× normal · the line is the 50-bar volume average

Profile

BENF
52-week range, 2% of the way up
0.509.96

Beneficient is a financial services company, which engages in providing alternative assets, financial and investment services. It offers services to individual investors, wealth advisors, general partners, and institutional investors. It operates through the following segments: Ben Liquidity, Ben Custody, Customer ExAlt Trusts, and Corporate and Other. The Ben Liquidity segment offers liquidity products and services. The Ben Custody segment provides trust and custody administration services. The Customer ExAlt Trusts segment includes investments in alternative assets. The Corporate and Other segment relates to its overhead and administrative costs. The company was founded by Brad K. Heppner on June 6, 2023 and is headquartered in Dallas, TX.

Employees50
IPODec 03, 2021
Beta0.04
ATR, 14d0.15
Rel volume0.01
Short float13.69%
Insider own86.16%
Inst own4.08%

Snapshot

6 groups

Valuation

Index-
Market Cap12.76M
Enterprise Value218.74M
Income-9.06M
Sales0.49M
Book/sh-14.22
Cash/sh0.40
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout-
Employees50
IPODec 03, 2021

Ratios

P/E-
Forward P/E-
PEG-
P/S26.05
P/B-
P/C1.67
P/FCF-
EV/EBITDA-
EV/Sales446.42
Quick Ratio0.12
Current Ratio0.12
Debt/Eq-
LT Debt/Eq-
Option/ShortNo / Yes

Earnings

EPS (ttm)-3.84
EPS next Y-
EPS next Q0.15
EPS this Y100.78%
EPS next Y-
EPS next 5Y-
EPS past 3/5Y77.48% -
Sales past 3/5Y6.23% -
EPS Y/Y TTM94.03%
Sales Y/Y TTM-38.32%
EPS Q/Q99.19%
Sales Q/Q-71.72%
EarningsAug 14 BMO
EPS/Sales Surpr.77.18% 56.74%

Ownership

Insider Own86.16%
Insider Trans0.20%
Inst Own4.08%
Inst Trans0.30%
ROA-3.09%
ROE-
ROIC-
Gross Margin-28.11%
Oper. Margin-10018.13%
Profit Margin-1844.40%
SMA20-17.55%
SMA50-38.49%
SMA200-76.65%
Trades-

Technical

Shs Outstand14.77M
Shs Float2.63M
Short Float13.69%
Short Ratio0.04
Short Interest0.36M
52W High9.96 -93.25%
52W Low0.50 34.91%
Volatility10.08% 13.44%
ATR (14)0.15
RSI (14)37.82
Beta0.04
Rel Volume0.01
Avg Volume9.62M
Volume82,976

Performance

Perf Week-13.29%
Perf Month-23.05%
Perf Quarter-72.79%
Perf Half Y-79.07%
Perf YTD-90.44%
Perf Year-83.85%
Perf 3Y-99.87%
Perf 5Y-
Perf 10Y-
Recom-
Target Price9.00
Prev Close0.70
Price0.67
Change %-4.53%

Peers

Mkt cap
TickerCompanyMkt cap
HLNEHamilton Lane Inc5.40B
STEPStepStone Group Inc5.90B
RPCRidgepost Capital Inc1.07B
GCMGGCM Grosvenor Inc2.86B
MLCIMount Logan Capital Inc38.71M
RANDRand Capital Corp30.25M
EQSEquus Total Return Inc7.40M
BURBurford Capital Limited805.76M
BCGBinah Capital Group Inc18.76M
TPGTPG Inc19.01B

Insider trading

3 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Fletcher Derek L.See RemarksSep 15 '26Buy1.064,7175,0005,336Sep 17 04:15 PM
CANGANY PETER T JRDirectorSep 15 '26Buy1.0618,86820,00098,529Sep 17 04:15 PM
Silk James G.Chief Executive OfficerSep 15 '26Buy1.069,43410,0001,110,930Sep 17 04:15 PM

Held by

AUM
TickerCompanyAUM
IWCiShares Micro-Cap ETFAUM: 1.22B

News

latest 14 of 200
  • Beneficient Advances Strategy to Eliminate HCLP Debt and Heppner Interests (GlobeNewswire)
  • Beneficient Seeks Resolution to Eliminate About $130 Million of Disputed Debt Linked to Former CEO (InvestorsHub) +438.73%
  • Beneficient Announces Strategy to Eliminate HCLP Debt and Heppner Equity Interests (GlobeNewswire)
  • Beneficient Announces Upcoming Launch of AltLens, an Alternative Asset Portfolio Analytics and Risk Platform for Family Offices and Small Institutional Investors (GlobeNewswire) -10.68%
  • Beneficient Reports First Quarter Fiscal 2027 Results (GlobeNewswire)
  • Beneficient Closes $7.44 Million GP Primary Capital Transaction (GlobeNewswire) -7.89% -9.21%
  • Beneficient Releases Letter to Shareholders Updating Progress on Significant Corporate Issues (GlobeNewswire)
  • Beneficient Reports Fourth Quarter & Fiscal Year Ended March 31, 2026 Results (GlobeNewswire)
  • Beneficient Announces First Collateral Management Services Engagement (GlobeNewswire)
  • Beneficient Statement on Heppner Conviction (GlobeNewswire)
  • Beneficient Closes $8.75 Million GP Primary Capital Transaction (GlobeNewswire) +10.27%
  • Beneficient Appoints Mack H. Hicks to Board of Directors (GlobeNewswire)
  • What Sparked Beneficient (BENF) Stock's Over 93% Surge After Hours? (Benzinga) +8.64%
  • Beneficient (BENF) Q3 2026 Earnings Call Highlights: Navigating Challenges and Seizing Opportunities (GuruFocus.com)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q12026-08-14-0.470-2.060-2.82015.9310.161
2025Q42026-06-29-19.490-0.965-0.417-7.8411.242
2025Q32026-02-170.040-0.9400.038-25.3912.142
2025Q22025-11-14-2.960-2.160-2.998-2.7612.952
2025Q12025-10-21-57.520-2.600-57.551-12.6212.882
2024Q42025-07-15-3.440-3.440-14.69217.0017.001
2024Q32025-02-13-10.560-3.040-10.5114.4317.391
2024Q22024-11-140.240-2.3200.2608.7317.151
2024Q12024-08-28-9.280-1.32816.24--
2023Q32024-02-13---1.980---
2023Q22023-11-13---1.450---
2026Q2--0.150--13.101
2026Q3--0.190--13.541
2026Q4--0.230--14.081

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2023FY-237.28--5,33271.37-
2024FY0.480-13.4400.516-7.3966.48
2025FY-14.020-37.180-14.020-48.6246.74
2026FY-0.110--52.17

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q2S2026-09-0921013.1011.1015.10
2026Q2S2026-09-0220113.0210.9515.10
2026Q2S2026-08-1410110.9510.9510.95
2026Q2S2026-07-1010110.9510.9510.95
2026Q2S2026-07-0910110.9510.9510.95
2026Q2S2026-05-0410014.5314.5314.53
2026Q2S2026-02-1810114.5314.5314.53
2026Q2S2025-11-1710017.2717.2717.27
2026Q2S2025-11-1110017.2717.2717.27
2026Q2S2025-11-1010017.2717.2717.27
2026Q2S2025-11-0910017.2717.2717.27
2026Q2S2025-11-0810017.2717.2717.27
2026Q2S2025-11-0710017.2717.2717.27
2026Q2S2025-11-0610017.2717.2717.27

Estimate history

EPS, annual-0.03893.766-1242.138-5332.2370.516-14.18-3.8436
Period202020212022202320242025TTM
EPS, quarterly1.3280.26-10.511-14.692-57.551-2.9980.038-0.417-0.467
PeriodQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Sales, annual000.5281.0340.7990.6330.49
Period202020212022202320242025TTM
Sales, quarterly0.2010.1990.20.1990.1980.1880.1980.0490.056
PeriodQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Shares, annual0.0410.0410.1050.4471.08914.44814.798
Period202020212022202320242025MRQ
Shares, quarterly0.530.6021.061.0891.2071.21214.12314.44814.798
PeriodQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2022FY2021FY2020FY
Total Revenue0.490.630.801.030.530.000.000.00
Total Expenses49.6880.4237.90222.73238.231.740.440.00
Operating Income-49.19-79.78-37.10-221.69-237.70-1.74-0.440.00
Unusual Expense3.1065.93-51.282,418.140.00-10.71-4.730.00
Net Income Before Taxes-72.25-164.52-0.72-2,657.39-253.178.973.81-0.00
Income Taxes0.210.210.080.79-1.070.760.000.00
Consolidated Net Income-52.38-95.59-0.80-2,658.18-252.108.213.81-0.00
Net Income From Continuing Operations-9.06-18.2951.16-2,095.64-130.988.213.81-0.00
Net Income-9.06-18.2951.16-2,095.64-130.988.213.81-0.00
EPS (Recurring)-1.3221.61-0.03-1,025.27-1,242.140.0312.38-0.04
EPS (Basic, Before Extraordinaries)-2.69-14.1869.77-5,332.24-1,242.140.3293.77-0.04
EPS (Diluted)-3.84-14.180.52-5,332.24-1,242.140.3293.77-0.04
Non-Operating Income (Expense)0.000.000.000.000.000.000.00-0.00
Other After Tax Adjustments20.0869.140.000.000.000.000.000.00
Stock Option Compensation Expense1.181.294.4630.896.84---
Price To Earnings Ratio----34,091.9324.5067.44-
Price To Sales Ratio13.937.13206.9116.301,332.47---
Gross Margin-28.11-17.85-112.14-265.09-582.95---
Operating Margin-10,018.13-12,604.11-4,642.80-21,440.43-45,019.13---
Net Margin-1,844.40-2,888.786,403.25-202,673.21-24,806.82---
Shares Outstanding14.8014.451.090.450.1126.030.040.04
Market Capitalization13.3713.372.7218.48173,757.12266.81257.18257.70

Income statement, quarterly

Currency USD, millions
Metric2026Q12025Q42025Q32025Q22025Q12024Q42024Q32024Q2
Total Revenue0.060.050.200.190.200.200.200.20
Total Expenses-4.1452.22-11.5513.1526.6042.436.47-14.17
Operating Income4.19-52.1711.75-12.97-26.40-42.23-6.2714.37
Unusual Expense0.003.100.000.0062.830.000.000.30
Net Income Before Taxes-0.38-59.945.94-17.86-92.65-45.30-9.519.75
Income Taxes0.000.170.000.040.00-0.660.710.00
Consolidated Net Income5.54-27.50-12.51-17.91-92.65-44.63-10.239.75
Net Income From Continuing Operations-0.87-6.021.46-3.63-65.08-0.78-8.6412.91
Net Income-0.87-6.021.46-3.63-65.08-0.78-8.6412.91
EPS (Recurring)-0.47-0.270.04-3.00-18.65-14.69-10.510.26
EPS (Basic, Before Extraordinaries)-0.47-0.421.19-3.00-57.55-0.72-10.5123.69
EPS (Diluted)-0.47-0.420.04-3.00-57.55-14.69-10.510.26
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.00
Other After Tax Adjustments5.9232.61-18.450.000.000.000.000.00
Stock Option Compensation Expense0.180.270.370.360.360.380.642.66
Price To Sales Ratio13.9379.891,384.2411.733.413.414.67454.05
Gross Margin-123.21-351.0228.7924.47-22.22-124.62-121.50-96.48
Operating Margin7,487.50-106,461.225,934.34-6,896.81-13,334.34-21,223.62-3,136.507,218.59
Net Margin-1,550.00-12,289.80738.89-1,930.32-32,866.67-391.96-4,319.506,489.45
Shares Outstanding14.8014.4514.121.211.211.091.060.60
Market Capitalization13.3749.7599.399.222.902.726.315.92

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2022FY2021FY2020FY
Cash & Short Term Investments4.283.037.989.540.321.040.01
Short Term Receivables4.3042.855.7716.400.000.000.00
Investment Securities0.000.000.000.00---
Securities In Custody0.000.000.000.00---
Investments215.45289.68329.12497.22212.03210.110.00
Investment in Unconsolidated Affiliates0.000.000.000.000.000.000.00
Net Property, Plant & Equipment1.081.732.334.340.000.000.00
Deferred Tax Assets--0.000.00---
Other Intangible Assets13.6617.5723.302,383.180.000.000.11
Total Assets238.77354.88368.502,910.70212.58211.670.12
Total Debt96.78117.90120.50151.440.000.000.00
Long Term Debt96.78117.90120.50151.440.000.000.00
Provision for Risks Charges0.000.000.000.000.000.000.00
Deferred Tax Liabilities0.210.080.000.00---
Other Liabilities240.54181.30189.0680.358.7816.720.10
Total Liabilities337.53299.27309.57231.799.4216.720.10
Preferred Stock - Carrying Value0.000.000.00786.360.000.000.00
Common Equity-214.02-167.00-234.35605.98203.16194.950.02
Total Shareholders Equity-214.02-167.00-234.351,392.34203.16194.950.02
Accumulated Minority Interest115.26222.60293.281,286.570.000.000.00
Total Equity-98.7655.6058.932,678.91203.16194.950.02
Total Liabilities & Stockholders Equity238.77354.88368.502,910.70212.58211.670.12
Book Value Per Share-14.81-153.34-523.985,746.787.804,793.190.58
Tangible Book Value Per Share-15.50-165.28-561.33-16,738.727.804,793.190.58
Full-Time Employees505580150334
Price to Book Ratio-0.05-0.02-0.11844.431.321.3211,619.51
Return on Assets-6.1614.15-127.81-8.393.873.60-
Return on Equity---361.94-16.504.123.91-
Return on Invested Capital----8.484.041.96-6.37
Quick Ratio0.070.020.050.150.866.000.13
Current Ratio0.070.020.050.150.866.000.13

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2022FY2021FY2020FY
Funds from Operations-32.68-39.86-46.36-75.41-93.02-2.49-0.44-0.00
Extraordinary Item0.000.000.000.000.000.000.000.00
Changes in Working Capital0.701.158.6617.20-2.100.68-0.260.00
Income Taxes Payable-----0.02--
Cash from Operating Activities-31.99-38.72-37.70-58.22-95.12-1.82-0.700.00
Capital Expenditures0.00-0.10-1.10-1.76-2.080.000.000.00
Net Assets From Acquisitions0.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.00
Purchase or Sale of Investments-9.829.8229.2044.8556.531.10-210.100.00
Purchase of Investments-1.03-2.24-1.22-1.42-18.600.00-210.100.00
Sale Or Maturity of Investments-8.7812.0630.4246.2775.131.100.000.00
Other Uses0.000.000.000.000.000.000.000.00
Other Sources51.4851.480.000.970.000.000.000.00
Cash from Investing Activities41.6661.2128.1144.0654.461.10-210.100.00
Cash Dividends Paid0.000.000.000.000.000.000.000.00
Change in Capital Stock0.670.716.39-8.38-6.120.00211.830.01
Repurchase of Common Pref Stock0.000.000.00-1.410.000.000.000.00
Sale of Common Pref Stock0.670.716.39-6.97-6.120.00211.830.01
Proceedsfrom Stock Options0.670.716.39-6.97-6.120.00211.830.01
Issuance or Reduction of Debt, Net-12.38-22.00-3.4216.64-18.660.000.000.00
Change in Long Term Debt-12.38-22.00-3.4216.64-18.660.000.000.00
Issuance of Long Term Debt-0.855.2523.41-0.000.000.00
Reduction of Long Term Debt-12.38-22.85-8.68-6.78-18.660.000.000.00
Net Financing Active Other Cash Flow0.000.000.004.34-1.120.000.000.00
Other Financing Activities Uses0.000.000.00-20.42-1.120.000.000.00
Cash from Financing Activities-11.71-21.292.9712.59-25.900.00211.830.01
Net Change in Cash-2.031.20-6.63-1.57-66.56-0.711.020.01
Free Cash Flow-31.99-38.81-38.80-59.98-97.19-1.82-0.700.00
Preferred Dividends (Cash Flow)--0.000.000.000.000.000.00

Balance sheet, quarterly

Currency USD, millions
Metric2026Q12025Q42025Q32025Q22025Q12024Q4
Cash & Short Term Investments7.634.289.616.689.303.03
Short Term Receivables0.004.300.000.000.0042.85
Investments228.31215.45260.25242.20262.08289.68
Investment in Unconsolidated Affiliates0.000.000.000.000.000.00
Net Property, Plant & Equipment0.001.080.000.000.001.73
Other Intangible Assets15.0013.6668.0067.3563.1217.57
Total Assets250.94238.77337.86316.23334.51354.88
Total Debt96.7896.78100.34103.96108.39117.90
Long Term Debt96.7896.780.000.000.00117.90
Provision for Risks Charges0.000.000.000.000.000.00
Deferred Tax Liabilities-0.21---0.08
Other Liabilities247.72240.54275.56264.57255.98181.30
Total Liabilities344.50337.53375.90368.53364.38299.27
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity-210.40-214.02-179.73-222.89-219.84-167.00
Total Shareholders Equity-210.40-214.02-179.73-222.89-219.84-167.00
Accumulated Minority Interest116.83115.26141.69170.59189.97222.60
Total Equity-93.56-98.76-38.04-52.30-29.8755.60
Total Liabilities & Stockholders Equity250.94238.77337.86316.23334.51354.88
Book Value Per Share-14.22-14.81-12.73-183.92-182.16-153.34
Tangible Book Value Per Share-14.89-15.50-13.65-194.66-192.94-165.28
Full-Time Employees-50---55
Price to Book Ratio-0.05-0.28-0.04-0.04-0.01-0.02
Return on Assets-3.09-24.68-18.44-22.81-17.7014.15
Quick Ratio0.120.070.030.020.030.02
Current Ratio0.120.070.030.020.030.02

Cash flow, quarterly

Currency USD, millions
Metric2026Q12025Q42025Q32025Q22025Q12024Q4
Funds from Operations-6.40-8.23-8.32-9.73-13.58-10.90
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital2.294.25-1.06-4.792.742.46
Cash from Operating Activities-4.11-3.98-9.37-14.53-10.84-8.45
Capital Expenditures0.000.000.000.00-0.10-0.12
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.00
Purchase or Sale of Investments6.91-49.5216.4216.3726.5510.84
Purchase of Investments-0.01-0.08-0.12-0.81-1.22-0.26
Sale Or Maturity of Investments6.92-49.4416.5417.1827.7711.10
Other Uses0.000.000.000.000.000.00
Other Sources0.0051.480.000.000.000.00
Cash from Investing Activities6.911.9616.4216.3726.4510.72
Cash Dividends Paid0.000.000.000.000.000.00
Preferred Dividends (Cash Flow)--0.000.000.000.00
Change in Capital Stock0.230.430.000.000.270.07
Repurchase of Common Pref Stock0.000.000.000.000.000.00
Sale of Common Pref Stock0.230.430.000.000.270.07
Proceedsfrom Stock Options0.230.430.000.000.270.07
Issuance or Reduction of Debt, Net0.00-3.74-4.08-4.55-9.62-5.20
Change in Long Term Debt0.00-3.74-4.08-4.55-9.62-5.20
Issuance of Long Term Debt-0.000.000.000.850.00
Reduction of Long Term Debt0.00-3.74-4.08-4.55-10.47-5.20
Net Financing Active Other Cash Flow0.000.000.000.000.000.00
Other Financing Activities Uses0.000.000.000.000.000.00
Cash from Financing Activities0.23-3.30-4.08-4.55-9.35-5.13
Net Change in Cash3.04-5.322.96-2.716.27-2.85
Free Cash Flow-4.11-3.98-9.37-14.53-10.93-8.57

Revenue breakdown

United States2024: -7.94M 2025: -39.13M
Ben Custody2025: 12.70M
Ben Liquidity2025: 33.40M
Customer ExAlt Trusts2024: -8.27M 2025: -49.17M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-3013.69%0.4M2.6M9.61M
2026-10-1519.66%0.5M2.6M9.54M
2026-09-3044.41%1.0M2.1M9.49M
2026-09-1513.72%0.3M2.3M273.43K
2026-08-315.11%0.1M2.3M15.90K
2026-08-145.05%0.1M2.3M19.24K
2026-07-3112.81%0.1M1.2M17.88K
2026-07-1515.53%0.2M1.1M23.25K
2026-06-3013.08%0.1M1.1M235.63K
2026-06-1519.71%0.2M1.0M232.98K
2026-05-2916.54%0.2M1.0M239.34K
2026-05-1522.71%0.2M1.0M673.80K
2026-04-3027.27%0.3M1.0M684.08K
2026-04-1535.65%0.4M1.1M696.13K
2026-03-311.55%0.2M12.7M483.08K
2026-03-131.98%0.3M12.7M551.53K
2026-02-272.54%0.3M12.7M568.83K
2026-02-130.74%0.1M12.7M130.02K
2026-01-300.88%0.1M12.4M425.11K
2026-01-150.87%0.1M12.4M1.23M

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-048-KCurrent report2026-10-29SEC
2026-10-294Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-10-288-KCurrent report2026-10-28SEC
2026-10-214Statement of changes in beneficial ownership of securities2026-09-30SEC
2026-10-214Statement of changes in beneficial ownership of securities2026-09-30SEC
2026-10-214Statement of changes in beneficial ownership of securities2026-09-30SEC
2026-10-214Statement of changes in beneficial ownership of securities2026-09-30SEC
2026-10-19DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-10-19SEC
2026-10-148-KCurrent report2026-10-07SEC
2026-10-07PRE 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-10-07SEC
2026-10-05SCHEDULE 13G/ASEC
2026-09-238-KCurrent report2026-09-23SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-188-KCurrent report2026-09-18SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-09-168-KCurrent report2026-09-15SEC
2026-08-1410-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-08-148-KCurrent report2026-08-14SEC
2026-08-118-KCurrent report2026-08-05SEC
2026-08-07S-8Initial registration statement for securities to be offered to employees pursuant to employee benefit plansSEC
2026-08-07424B3SEC
2026-08-05EFFECTEffectiveness filing by commission orderSEC
2026-07-29S-1General form of registration statement for all companies including face-amount certificate companiesSEC
2026-07-24DNotice of sales of securities on Form D (Regulation D)SEC
2026-07-13DEFA14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-0935.00K300
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
Yorkville Advisors Global, LP1.97%
RIA Advisory Group LLC1.59%
VANGUARD CAPITAL MANAGEMENT LLC1.08%
UBS Group AG0.89%
VANGUARD FIDUCIARY TRUST CO0.51%
STATE STREET CORP0.47%
BlackRock, Inc.0.35%
MORGAN STANLEY0.32%
T3 Companies, LLC0.28%
GEODE CAPITAL MANAGEMENT, LLC0.26%

Funds

Fund% owned
VANGUARD EXTENDED MARKET INDEX FUND1.05%
Fidelity Extended Market Index Fund0.47%
Fidelity Total Market Index Fund0.16%
Fidelity Series Total Market Index Fund0.13%
iShares Micro-Cap ETF0.03%
Fidelity Nasdaq Composite Index Fund0.00%

OakChart. BENF. Cached 15 minutes.

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