| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BEN | Common Stock, par value $.10 | Tax liability | $2,257,266 | -111,525 | -4.5% | $20.24 | 2,348,515 | 31 Aug 2024 | Direct | F1, F2 |
| holding | BEN | Common Stock, par value $.10 | 2,481 | 31 Aug 2024 | By 401(k) | F3 | |||||
| holding | BEN | Common Stock, par value $.10 | 2,637,700 | 31 Aug 2024 | By Business Limited Partnership | F4 | |||||
| holding | BEN | Common Stock, par value $.10 | 560,259 | 31 Aug 2024 | By Children or As Trustee For Children | F5 | |||||
| holding | BEN | Common Stock, par value $.10 | 216,900 | 31 Aug 2024 | By Venture Limited Partnership | F6 |
| Id | Content |
|---|---|
| F1 | Reflects payment of tax liability by withholding securities incident to the vesting of a security issued in accordance with Rule 16b-3. |
| F2 | Of the amount of securities beneficially owned, 322,657 shares represent unvested restricted stock units. |
| F3 | Reporting Person holds shares in the Franklin Templeton 401(k) Retirement Plan. Information is based on a plan statement as of July 12, 2024. |
| F4 | Business limited partnership under control of Reporting Person. |
| F5 | Shares held by Reporting Person's children or by Reporting Person as trustee for her children. Reporting Person disclaims beneficial ownership of such shares. |
| F6 | Limited partnership for the benefit 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. |