| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BEN | Common Stock, par value $.10 | -Gift | -99,500 | -3.89% | 2,460,027 | Jun 12, 2024 | Direct | F1 | ||
| transaction | BEN | Common Stock, par value $.10 | +Gift | +99,500 | +21.59% | 560,259 | Jun 12, 2024 | By Children or As Trustee For Children | F1, F2, F3 | ||
| holding | BEN | Common Stock, par value $.10 | 2,394 | Jun 12, 2024 | By 401(k) | F4 | |||||
| holding | BEN | Common Stock, par value $.10 | 2,625,000 | Jun 12, 2024 | By Business Limited Partnership | F5 | |||||
| holding | BEN | Common Stock, par value $.10 | 198,000 | Jun 12, 2024 | By Venture Limited Partnership | F6 |
| Id | Content |
|---|---|
| F1 | Not applicable. |
| F2 | Omits 3,456 shares previously reported as trustee for nephews. |
| F3 | Shares held by Reporting Person's children or by Reporting Person as trustee for her children. 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 13, 2023. |
| F5 | Business limited partnership under control of Reporting Person. |
| 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. |