Schedule 13D ownership disclosure

BENEFICIENT

Class A Common Stock · CUSIP: 08178Q309

Event date: 2024-12-22

Reporting persons may disclose overlapping interests. Their amounts are shown individually and are not added into a filing total.

Filing-level shares
Unavailable
Percent of class
Unavailable
  • Brad K. HeppnerReported CIK 0001776029

    Shares: 236,505.00 · Class: 2.8%

  • Beneficient Holdings Inc.

    Shares: 221,494.00 · Class: 2.6%

  • The Highland Business Holdings Trust

    Shares: 221,494.00 · Class: 2.6%

Amounts are as disclosed in this filing. Schedule type alone does not establish investment intent.

Source: SEC EDGAR filing

Filing metadata

Accession number
0001493152-24-052177
Form type
SCHEDULE 13D/A
Filer
Beneficient
CIK
CIK 1775734
Filed
Dec 26, 2024
Reporting period
Dec 22, 2024
Description
Schedule 13D beneficial ownership

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