Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BEN | Common Stock, par value $.10 | Gift | $0 | -227 K | -9.59% | $0.00 | 2.14 M | May 26, 2023 | Direct | F1 |
holding | BEN | Common Stock, par value $.10 | 6.87 K | Sep 30, 2023 | By 401(k) | F2 | |||||
holding | BEN | Common Stock, par value $.10 | 2.57 M | Sep 30, 2023 | By Business Limited Partnership | F3 | |||||
holding | BEN | Common Stock, par value $.10 | 247 K | Sep 30, 2023 | By Children or As Trustee For Children | F4 | |||||
holding | BEN | Common Stock, par value $.10 | 24 K | Sep 30, 2023 | By Spouse | F5 | |||||
holding | BEN | Common Stock, par value $.10 | 396 K | Sep 30, 2023 | By Venture Limited Partnership | F6 |
Id | Content |
---|---|
F1 | Not applicable. |
F2 | Reporting Person holds shares in the Franklin Templeton 401(k) Retirement Plan. Information is based on a plan statement as of September 30, 2023. |
F3 | Business limited partnership under control of Reporting Person. |
F4 | Shares held by Reporting Person's children or by Reporting Person as trustee for his children. Reporting Person disclaims beneficial ownership of such shares. |
F5 | Shares held by Reporting Person's spouse. Reporting Person disclaims beneficial ownership of such shares. |
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. |