Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BEN | Common Stock, par value $.10 | Gift | $0 | +1.13K | +0.05% | $0.00 | 2.38M | Dec 12, 2022 | Direct | F1 |
transaction | BEN | Common Stock, par value $.10 | Gift | $0 | +2.25K | +0.92% | $0.00 | 247K | Dec 12, 2022 | By Children or As Trustee For Children | F1, F2 |
transaction | BEN | Common Stock, par value $.10 | Gift | $0 | +1.13K | +4.93% | $0.00 | 24K | Dec 12, 2022 | By Spouse | F1, F3 |
holding | BEN | Common Stock, par value $.10 | 6.65K | Dec 12, 2022 | By 401(k) | F4 | |||||
holding | BEN | Common Stock, par value $.10 | 2.57M | Dec 12, 2022 | By Business Limited Partnership | F5 | |||||
holding | BEN | Common Stock, par value $.10 | 8.1K | Dec 12, 2022 | By Business Trust | F6 | |||||
holding | BEN | Common Stock, par value $.10 | 396K | Dec 12, 2022 | By Venture Limited Partnership | F7 |
Id | Content |
---|---|
F1 | Not applicable. |
F2 | Shares held by Reporting Person's children or by Reporting Person as trustee for his children. Reporting Person disclaims beneficial ownership of such shares. |
F3 | Shares held by Reporting Person's spouse. Reporting Person disclaims beneficial ownership of such shares. |
F4 | Reporting Person holds shares in the Franklin Templeton 401(k) Retirement Plan. Information is based on a plan statement as of October 14, 2022. |
F5 | Business limited partnership under control of Reporting Person. |
F6 | Business trust for the benefit of Reporting Person and Reporting Person's children. |
F7 | 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. |