| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | Co-President, Public Markets | Common Stock, par value $.10 | 186K | $4.21M | $22.59 | Nov 4, 2025 | Direct |
| BrandywineGLOBAL-Global Income Opportunities Fund Inc | Manager/Subadviser | Common Stock | 0 | Jan 1, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| BEN | FRANKLIN RESOURCES INC | Nov 4, 2025 | 1 | $1.06M | 4 | Nov 5, 2025 | Co-President, Public Markets |
| BEN | FRANKLIN RESOURCES INC | Aug 31, 2025 | 1 | -$493K | 4 | Sep 3, 2025 | EVP, Head of Public Markets |
| BEN | FRANKLIN RESOURCES INC | Nov 5, 2024 | 1 | $1.25M | 4 | Nov 7, 2024 | EVP, Head of Public Markets |
| BEN | FRANKLIN RESOURCES INC | Aug 31, 2024 | 1 | -$142K | 4 | Sep 4, 2024 | EVP, Head of Public Markets |
| BWG | BrandywineGLOBAL-Global Income Opportunities Fund Inc | Jan 1, 2024 | 0 | $0 | 3 | Jan 5, 2024 | Manager/Subadviser |
| BEN | FRANKLIN RESOURCES INC | Nov 2, 2023 | 1 | $1.59M | 4 | Nov 6, 2023 | EVP, Head of Public Markets |
| BEN | FRANKLIN RESOURCES INC | Aug 31, 2023 | 1 | -$78.2K | 4 | Sep 5, 2023 | EVP, Head of Public Markets |
| BEN | FRANKLIN RESOURCES INC | Nov 3, 2022 | 1 | $934K | 4 | Nov 7, 2022 | Section 16 Officer |
| BEN | FRANKLIN RESOURCES INC | Oct 1, 2022 | 0 | $0 | 3 | Oct 28, 2022 | Section 16 Officer |