| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BEN | Common Stock, par value $.10 | +Gift | $0 | +246,040 | +127.88% | $0.00 | 438,444 | Dec 21, 2020 | By Children or As Trustee For Children | F1, F2 |
| transaction | BEN | Common Stock, par value $.10 | -Gift | $0 | -246,040 | -12.96% | $0.00 | 1,651,796 | Dec 21, 2020 | Direct | F1 |
| holding | BEN | Common Stock, par value $.10 | 2,171 | Sep 30, 2021 | By 401(k) | F3 | |||||
| holding | BEN | Common Stock, par value $.10 | 2,610,000 | Sep 30, 2021 | By Business Limited Partnership | F4 | |||||
| holding | BEN | Common Stock, par value $.10 | 15,000 | Sep 30, 2021 | By Business Trust | F5 | |||||
| holding | BEN | Common Stock, par value $.10 | 198,000 | Sep 30, 2021 | By Venture Limited Partnership | F6 |
| Id | Content |
|---|---|
| F1 | Not applicable. |
| F2 | Shares held by Reporting Person's children or by Reporting Person as trustee for her children. 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, 2021. |
| 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. |