On June 26, 2026, Beneficient entered into an amended and restated Standby Equity Purchase Agreement (A&R SEPA) with YA II PN, Ltd. (Yorkville), granting the company the right to sell up to $100.0 million of Class A common stock. As part of this agreement, Yorkville will advance $4.0 million via convertible promissory notes. On June 30, 2026, the company issued the first $2.0 million promissory note, receiving approximately $1.8 million in gross proceeds after a 5% original issue discount. The note matures on June 30, 2027, bears 5.0% interest, and is convertible into Class A common stock at a price based on the lower of $5.6064 or 92.0% of the lowest daily VWAP of the five trading days prior to conversion, with a floor price of $0.89. Beneficient provides healthcare-related financial services and technology.

Beneficient issued a press release on June 29, 2026, announcing its financial results for the fourth quarter and the full fiscal year ended March 31, 2026. The filing also included a letter to shareholders. Beneficient is a Nevada corporation that operates in the technology sector.

Beneficient announced on June 25, 2026, that it has been engaged to provide collateral management services to a third-party Texas state-chartered bank regarding a secured lending transaction. Additionally, the Board of Directors approved the appointment of James G. Silk as Chief Executive Officer, effective June 24, 2026, transitioning him from his previous role as interim CEO. Beneficient provides financial and collateral management services.

Beneficient filed an amendment to its previous 8-K to disclose that Mack Hicks, who was recently appointed to the Board of Directors, has been assigned to the Executive Committee and the Nominating Committee. This appointment became effective on June 22, 2026. Beneficient is a technology company.