Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BEN | Common Stock, par value $.10 | Gift | $0 | -20.5K | -0.02% | $0.00 | 87.6M | Dec 13, 2021 | Direct | F1 |
transaction | BEN | Common Stock, par value $.10 | Gift | $0 | -965K | -1.09% | $0.00 | 87.6M | Dec 28, 2021 | Direct | F1 |
transaction | BEN | Common Stock, par value $.10 | Other | $0 | +78.4K | +0.09% | $0.00 | 87.6M | Jun 21, 2022 | Direct | F1, F2 |
holding | BEN | Common Stock, par value $.10 | 22.1K | Sep 30, 2022 | By 401(k) | F3 | |||||
holding | BEN | Common Stock, par value $.10 | 4.06M | Sep 30, 2022 | By IRA | ||||||
holding | BEN | Common Stock, par value $.10 | 2.17M | Sep 30, 2022 | By Spouse |
Id | Content |
---|---|
F1 | Not applicable. |
F2 | Reporting Person received the shares as annuity payments from the independent trustee of separate irrevocable grantor retained annuity trusts for estate planning purposes. |
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. |