Name | Relationship | Address | Signature | Signature date | CIK |
---|---|---|---|---|---|
JOHNSON JENNIFER M | President and CEO, Director | C/O FRANKLIN RESOURCES, INC., ONE FRANKLIN PARKWAY, SAN MATEO | /s/ Virginia Rosas, Attorney-in-Fact | 2025-06-24 | 0001010270 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BEN | Common Stock, par value $.10 | Other | +459K | +17.52% | 3.08M | Jun 23, 2025 | Direct | F1, F2 | ||
holding | BEN | Common Stock, par value $.10 | 2.61K | Jun 23, 2025 | By 401(k) | F3 | |||||
holding | BEN | Common Stock, par value $.10 | 2.64M | Jun 23, 2025 | By Business Limited Partnership | F4 | |||||
holding | BEN | Common Stock, par value $.10 | 596K | Jun 23, 2025 | By Children or As Trustee For Children | F5 | |||||
holding | BEN | Common Stock, par value $.10 | 217K | Jun 23, 2025 | By Venture Limited Partnership | F6 |
Id | Content |
---|---|
F1 | Reporting Person received shares as maturity payment from the independent trustee of separate irrevocable grantor retained annuity trust for estate planning purposes. |
F2 | Not applicable. |
F3 | Reporting Person holds shares in the Franklin Templeton 401(k) Retirement Plan. Information is based on a plan statement as of April 11, 2025. |
F4 | Business limited partnership under control of Reporting Person. |
F5 | Shares held by Reporting Person's children or by Reporting Person as trustee for her children. Reporting Person disclaims beneficial ownership of such shares. |
F6 | Limited partnership for the benefit of Reporting Person, and owned in part by irrevocable trusts for the benefit of Reporting Person's children. Reporting Person disclaims beneficial ownership of the children's trusts. |