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Karen Wendel

Director at Beneficient
Board

About Karen J. Wendel

Independent Class A director of Beneficient (BENF) since November 21, 2024; currently serves on Audit, Enterprise Risk, and Products & Related Party Transactions committees. Background spans cybersecurity, identity solutions, and financial services; President & CEO of TrustChains since 2016, and former CEO/board member of IdenTrust (2003–2016) and eFinance Corporation (2001–2003). Holds B.S. degrees in International Relations and Economics from Brigham Young University. The company confirmed her independence and absence of related-party ties under Item 404(a) at appointment .

Past Roles

OrganizationRoleTenureCommittees/Impact
TrustChainsFounder & CEO2016–presentCybersecurity advisory; strategy across financial services and identity management
IdenTrustCEO & Board Member2003–2016Global identity solutions; regulatory strategies for banks/infrastructure
eFinance CorporationCEO & Board Member2001–2003Financial technology leadership
Capital Markets Company (CAPCO)PartnerPrior to 2003Consulting in capital markets
Gemini ConsultingHead, U.S. Financial Services PracticePrior to 2001Banking strategy; payments and transaction processing

External Roles

OrganizationRoleTenureCommittees/Impact
Level Field Capital (Nasdaq-traded SPAC)Board Member; Audit Committee MemberNot disclosedGovernance and audit oversight

Board Governance

  • Independence: Appointed as an independent director; Audit Committee members (including Wendel) determined independent under Nasdaq rules .
  • Class designation: Current Class A Director per Stockholders Agreement .
  • Committees:
    • Audit Committee (3 members; 9 meetings FY2024)
    • Enterprise Risk Committee (6 members; 3 meetings FY2024)
    • Products & Related Party Transactions Committee (3 members; 4 meetings FY2024)
  • Attendance: Board held 6 meetings in FY2024; each director attended ≥75% of board/committee meetings. Note: Wendel was appointed after FY2024; aggregate disclosure applies to FY2024 cohort .

Fixed Compensation

ComponentAmountNotes
Annual cash retainer (non-employee director)$150,000Board-adopted program
Audit Committee member fee$35,000Additional annual retainer
Audit Committee chair fee$15,000Not applicable to Wendel (not chair)
Enterprise Risk Committee member fee$10,000Additional annual retainer
Products & Related Party Transactions Committee feeNot specifiedFee schedule does not list P&R committee
Equity compensation (program)$150,000Non-employee director equity program; prior grants sized by VWAP

The company terminated personal aircraft use eligibility for non-employee directors effective January 1, 2024 .

Performance Compensation

Award TypeGrant DateQuantity/PriceVestingPerformance Metrics
RSUsNov 21, 2024207,317 unitsVests in four equal quarterly installments over one year from grant, service-based None disclosed (time-based only)
Non-qualified stock optionsNov 21, 2024100,000 options @ $0.82Vests in eight equal quarterly installments over two years from grant, service-based None disclosed (time-based only)

Other Directorships & Interlocks

CompanyMarketRoleNotes
Level Field CapitalNasdaq-traded SPACDirector; Audit Committee MemberPrior SPAC governance role
  • Related parties/conflicts: At appointment, company disclosed no family relationships or material interests in transactions requiring Item 404(a) reporting for Wendel .
  • Committee oversight: Wendel sits on the Products & Related Party Transactions Committee, which reviews conflicts and approves related-party transactions within defined size and policy limits .

Expertise & Qualifications

  • Cybersecurity, identity solutions (PKI), security regulations, ISO global standards; e-commerce, e-healthcare, blockchain/DeFi .
  • Banking and technology M&A; risk management and corporate governance experience; international advisory to U.S./EU agencies .
  • Education: B.S. in International Relations and B.S. in Economics, Brigham Young University .

Equity Ownership

Record Date ContextClass A Shares Beneficially Owned% of Class A Outstanding% of Total Voting PowerComponents (as disclosed)
March 2025 Proxy (Record Date per filing)128,659 1.5% 1.2% Includes 103,659 vested RSUs and vested/deemed vested portion of 100,000 options (25,000 within 60 days of Record Date)
Nov 2025 Proxy (Record Date per filing)257,317 <1% (indicated “*”) <1% (indicated “*”) Includes 207,317 vested RSUs and vested/deemed vested portion of 100,000 options (50,000 within 60 days of Record Date)

“*” denotes less than 1% of ownership or voting power per the filing legend . Class A and Class B vote together as a single class, with Class B carrying 10 votes per share .

Governance Assessment

  • Independence and committee breadth: Independent Class A director appointed to three oversight committees (Audit, Enterprise Risk, Products & Related Party Transactions), aligning her cybersecurity and risk expertise with key board functions .
  • Ownership alignment: Accumulated vested RSUs and options tied to continued service; beneficial ownership rose from 128,659 to 257,317 Class A shares between March and November 2025, though remains <1% by late 2025 given capital changes and dual-class structure .
  • Conflicts oversight: Active role on Related Party Transactions Committee in a company with complex affiliate structures; no personal related-party exposures disclosed for Wendel .
  • Board structure risks: Class B holders can designate the majority of directors, committee chairs, and maintain influence over committee composition—an ongoing governance risk to independence of oversight despite Wendel’s Class A status .
  • Attendance signal: FY2024 board/committee attendance at ≥75% for all directors; Wendel’s appointment post-FY2024 means her individual attendance is not yet disclosed in that cycle .

RED FLAGS to monitor

  • Dual-class and Class B control of board and committees (chair designations and majority rights) .
  • Non-board member on Community Reinvestment Committee is CEO’s spouse, suggesting governance optics to watch (not Wendel’s committee) .
  • Consulting agreements and legacy director agreements for other directors add complexity to independence across the board; Wendel is not party to those arrangements .

Neutral/Positive Signals

  • Explicit independence affirmation and absence of related-party ties at appointment .
  • Skills directly relevant to Audit and Enterprise Risk oversight (cybersecurity, identity, regulatory strategy) .
  • Equity awards are time-based with transparent vesting schedules; no discretionary or metric changes disclosed for director grants .