| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | Co-President, Chief Commercial | Common Stock, par value $.10 | 443K | $10.1M | $22.79 | Oct 15, 2025 | Direct |
| NORTHERN TRUST CORP | President / Asset Management | Common Stock | 61.8K | $5.71M | $92.33 | Apr 3, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| BEN | FRANKLIN RESOURCES INC | Oct 15, 2025 | 1 | $10.1M | 4 | Oct 16, 2025 | Co-President, Chief Commercial |
| BEN | FRANKLIN RESOURCES INC | Oct 15, 2025 | 0 | $0 | 3 | Oct 15, 2025 | Co-President, Chief Commercial |
| NTRS | NORTHERN TRUST CORP | Apr 3, 2025 | 1 | -$560K | 4 | Apr 7, 2025 | President / Asset Management |
| NTRS | NORTHERN TRUST CORP | Mar 1, 2025 | 1 | -$143K | 4 | Mar 4, 2025 | President / Asset Management |
| NTRS | NORTHERN TRUST CORP | Feb 5, 2025 | 1 | $0 | 4 | Feb 7, 2025 | President / Asset Management |
| NTRS | NORTHERN TRUST CORP | Apr 3, 2024 | 1 | -$532K | 4 | Apr 5, 2024 | President / Asset Management |
| NTRS | NORTHERN TRUST CORP | Feb 21, 2024 | 1 | $0 | 4 | Feb 23, 2024 | President / Asset Management |
| NTRS | NORTHERN TRUST CORP | Apr 3, 2023 | 1 | $0 | 4 | Apr 5, 2023 | President / Asset Management |
| NTRS | NORTHERN TRUST CORP | Apr 3, 2023 | 0 | $0 | 3 | Apr 5, 2023 | President / Asset Management |