| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BEN | Common Stock, par value $.10 | Other | +405,000 | +0.46% | 89,108,192 | 24 Jun 2024 | Direct | F1, F2 | ||
| holding | BEN | Common Stock, par value $.10 | 23,690 | 24 Jun 2024 | By 401(k) | F3 | |||||
| holding | BEN | Common Stock, par value $.10 | 4,059,651 | 24 Jun 2024 | By IRA |
| Id | Content |
|---|---|
| F1 | Reporting Person received the shares as annuity payments from the independent trustee of separate irrevocable grantor retained annuity trusts for estate planning purposes. |
| F2 | Not applicable. |
| F3 | Reporting Person holds shares in the Franklin Templeton 401(k) Retirement Plan. Information is based on a plan statement as of April 12, 2024. |