Beneficient executive Jeff Welday sells shares worth $363

Published 06/02/2025, 23:14
Updated 06/02/2025, 23:16
Beneficient executive Jeff Welday sells shares worth $363

DALLAS—Jeff Welday, the Global Head of Organizations and Distribution at Beneficient (NASDAQ:BENF), recently sold shares of the company’s Class A common stock in a series of transactions. The stock, which has seen a 97% decline over the past year and currently trades near its 52-week low of $0.56, has an overall "WEAK" financial health score according to InvestingPro analysis. According to a Form 4 filing with the Securities and Exchange Commission, Welday sold a total of 612 shares over three consecutive days.

The sales took place between February 3 and February 5, with prices ranging from $0.59 to $0.60 per share. The total value of these transactions was reported at $363. Following these sales, Welday retains ownership of 149,993 shares of Beneficient’s Class A common stock. With a market capitalization of just $3.1 million and the company’s next earnings report due in 7 days, investors seeking deeper insights into insider trading patterns and comprehensive analysis can access the full Pro Research Report on InvestingPro.

These shares were sold to cover tax withholding obligations related to the vesting and settlement of restricted stock units (RSUs), as noted in the filing. The company currently faces significant challenges, with a concerning current ratio of 0.04 and negative EBITDA of $108.94 million in the last twelve months.

In other recent news, Beneficient, a financial services holding company, has experienced notable developments. The company regained compliance with Nasdaq’s requirements, ensuring its continued listing on the exchange after previously facing non-compliance issues. In addition, Beneficient has committed $1.36 million to 8F Fund, LP, managed by 8F Asset Management, marking its first General Partner Primary transaction following Public Stockholder Enhancement Transactions.

Beneficient also announced an agreement to acquire Mercantile Bank (NASDAQ:MBWM) International Corp., a Puerto Rico-based financial entity, in a transaction valued at $1.5 million. The acquisition aims to expand Beneficient’s range of services and cater to a broader client base. Furthermore, Beneficient has added Karen J. Wendel (EPA:MWDP), a cybersecurity expert and CEO of TrustChains, to its Board of Directors, a move expected to enhance the company’s decision-making at the board level.

These developments are part of Beneficient’s ongoing mission to democratize access to the alternative asset investment market. The company offers proprietary tools, AltQuote™ and AltAccess®, that provide customers with rapid exit options and proposals for their alternative assets. As these events unfold, Beneficient continues to make strategic moves aimed at growth and innovation in the financial services sector.

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