| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BEN | Common Stock, par value $.10 | Tax liability | -$111K | -4.86K | -0.22% | $22.76 | 2.2M | Dec 1, 2024 | Direct | F1, F2 |
| holding | BEN | Common Stock, par value $.10 | 7.32K | Dec 1, 2024 | By 401(k) | F3 | |||||
| holding | BEN | Common Stock, par value $.10 | 2.57M | Dec 1, 2024 | By Business Limited Partnership | F4 | |||||
| holding | BEN | Common Stock, par value $.10 | 250K | Dec 1, 2024 | By Children or As Trustee For Children | F5 | |||||
| holding | BEN | Common Stock, par value $.10 | 25.1K | Dec 1, 2024 | By Spouse | F6 | |||||
| holding | BEN | Common Stock, par value $.10 | 396K | Dec 1, 2024 | By Venture Limited Partnership | F7 |
| 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, 62,273 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 October 11, 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 his children. Reporting Person disclaims beneficial ownership of such shares. |
| F6 | Shares held by Reporting Person's spouse. Reporting Person disclaims beneficial ownership of such shares. |
| 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. |