BENJAMIN EDWARDS INC

CLAYTON, MO How do I update this listing?

Benjamin Edwards is based out of Clayton. Their last reported 13F filing for Q1 2019 included $20,910,000 in managed 13F securities and a top 10 holdings concentration of 33.18%. Benjamin Edwards's largest holding is Extended Stay America Inc with shares held of 66,845. Whalewisdom has at least 1 13F filings The firm last filed a Form D notice of exempt offering of securities on 2015-04-02. The notice included securities offered of Equity

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 4.06%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
BENJAMIN F. EDWARDS COMPANY, INC.

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Form 4 - Recent Insider Transactions

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2015-04-02 D/A INVESTING Equity 36,284,416 36,284,416 0
2014-03-21 D/A INVESTING Equity 35,000,000 26,595,584 8,404,416
2013-05-10 D/A INVESTING Equity 25,000,000 19,908,078 5,091,922
2012-06-22 D/A INVESTING Equity 20,000,000 7,932,128 12,067,872
2012-05-14 D/A INVESTING Equity 20,000,000 7,048,128 12,951,872
2011-05-13 D INVESTING Equity 20,000,000 0 20,000,000
2010-04-23 D INVESTING Equity 15,000,000 0 15,000,000
2009-07-15 D INVESTING Equity 15,000,000 0 15,000,000
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
BENJAMIN (TAD) FRANKLIN EDWARDS IV subscription required
    EXECUTIVE OFFICER DIRECTOR
BENJAMIN (TAD) FRANKLIN EDWARDS, IV subscription required
    EXECUTIVE OFFICER DIRECTOR
CYNTHIA LYN BECKER subscription required
    EXECUTIVE OFFICER
CYNTHIA LYN BOHME subscription required
    EXECUTIVE OFFICER
EDGAR ALLEN COLE subscription required
    EXECUTIVE OFFICER
JOHN MICHAEL MEDART subscription required
    DIRECTOR
KURT D LONGWORTH subscription required
    EXECUTIVE OFFICER
MARK KELLER subscription required
    DIRECTOR
MIKE MEDART subscription required
    DIRECTOR
PAMELA EDWARDS BUNN subscription required
    DIRECTOR
THOMAS HAYDEN MARTIN JR. subscription required
    EXECUTIVE OFFICER
WAYNE GRACE subscription required
    DIRECTOR

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