| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BEN | Common Stock, par value $.10 | Gift | $0 | +884 | +0.04% | $0.00 | 2.31M | 13 Dec 2021 | Direct | |
| transaction | BEN | Common Stock, par value $.10 | Gift | $0 | +1.77K | +0.73% | $0.00 | 245K | 13 Dec 2021 | By Children or As Trustee For Children | F1 |
| transaction | BEN | Common Stock, par value $.10 | Gift | $0 | +884 | +4.03% | $0.00 | 22.8K | 13 Dec 2021 | By Spouse | F2 |
| holding | BEN | Common Stock, par value $.10 | 6.57K | 30 Sep 2022 | By 401(k) | F3 | |||||
| holding | BEN | Common Stock, par value $.10 | 2.57M | 30 Sep 2022 | By Business Limited Partnership | F4 | |||||
| holding | BEN | Common Stock, par value $.10 | 8.1K | 30 Sep 2022 | By Business Trust | F5 | |||||
| holding | BEN | Common Stock, par value $.10 | 396K | 30 Sep 2022 | By Venture Limited Partnership | F6 |
| Id | Content |
|---|---|
| F1 | Shares held by Reporting Person's children or by Reporting Person as trustee for his children. Reporting Person disclaims beneficial ownership of such shares. |
| F2 | Shares held by Reporting Person's spouse. Reporting Person disclaims beneficial ownership of such shares. |
| F3 | Reporting Person holds shares in the Franklin Templeton 401(k) Retirement Plan. Information is based on a plan statement as of September 30, 2022. |
| F4 | Business limited partnership under control of Reporting Person. |
| F5 | Business trust for the benefit of Reporting Person and Reporting Person's children. |
| F6 | Limited partnership under control 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. |