Comparable stake leader
ALLIANCEBERNSTEIN L.P.
SEC ownership of FRANKLIN COVEY CO
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000886206.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
02 Sep 2026
- Public ticker
- FC on NYSE
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
ALLIANCEBERNSTEIN L.P.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
ALLIANCEBERNSTEIN L.P.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
02 Sep 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000886206
- Issuer location
- Draper, UT
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of FRANKLIN COVEY CO (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
ALLIANCEBERNSTEIN L.P.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
02 Sep 2026
13D/G
13F
3/4/5
Lead comparable stake: 9.5%
13D/G row: ALLIANCEBERNSTEIN L.P.
Showing 1-8 of 50 holder rows.
Quick read
ALLIANCEBERNSTEIN L.P. leads the comparable SEC ownership view at 9.5%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens ALLIANCEBERNSTEIN L.P.'s linked filing trail.
Comparable ownership
Top 5
ALLIANCEBERNSTEIN L.P.
9.5%
ROYCE & ASSOCIATES LP
7.8%
BlackRock, Inc.
6.1%
PUNCH & ASSOCIATES INVESTMENT MAN...
4.4%
ASKELADDEN CAPITAL MANAGEMENT LLC
3.1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. |
13D/G
13F
Company
|
9.5%
|
$22,190,748
1,143,853 shares
|
+$1,768,756 | 31 Dec 2025 |
| ROYCE & ASSOCIATES LP |
13D/G
13F
Company
|
7.8%
|
$21,619,898
881,362 shares
|
-$3,955,798 | 30 Jun 2026 |
| BlackRock, Inc. |
13F
13D/G
Company
|
6.1%
from 13D/G
|
$24,191,241
986,190 shares
|
— | 30 Jun 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13D/G
|
4.4%
|
$12,155,113
586,071 shares
|
$0 | 31 Dec 2024 |
| ASKELADDEN CAPITAL MANAGEMENT LLC |
13D/G
|
3.1%
|
$7,485,393
345,108 shares
|
$0 | 23 Mar 2026 |
| Robert A. Whitman |
3/4/5
Director
|
6.1%
|
$10,764,343
681,719 shares
|
— | 07 Apr 2026 |
| Donald J. Mcnamara |
3/4/5
Director
|
4.1%
|
$7,718,464
459,980 shares
|
— | 23 Jan 2026 |
| Paul S. Walker |
3/4/5
CEO
|
1.2%
|
$3,358,647
136,920 shares
|
— | 02 Sep 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$102,788.
Buys
$0
Insiders: 0
Sells
$102,788
Insiders: 1
Net
-$102,788
Shares: -7,000
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 7,000
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 7,000 | $0 | $102,788 | -$102,788 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-19 of 19 reporting-owner rows connected to FRANKLIN COVEY CO. Open a relationship link for the CIK-to-CIK filing trail.
Rows
19
Largest Forms 3/4/5 holder
Robert A. Whitman
Net 12M change
-$102,788
Latest report
02 Sep 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Robert A. Whitman | Director | $10,764,343 | Mixed | 07 Apr 2026 | ||
| Joel Clinton Peterson | Director | $10,032,842 | Mixed | 24 Jan 2025 | ||
| Stephen D. Young | Cfo | $8,188,628 | Mixed | 26 Nov 2024 | ||
| Donald J. Mcnamara | Director | $7,718,464 | Mixed | 23 Jan 2026 | ||
| Michael Sean Merrill Covey | President Education Division | $5,537,377 | -$102,788 | -1.8% | Median | 02 Sep 2026 |
| Paul S. Walker | Ceo | $3,358,647 | Median | 02 Sep 2026 | ||
| Colleen D. Dom | EVP Operations | $1,436,133 | Median | 02 Sep 2026 | ||
| Clifton Todd Davis | VP People Services | $1,239,027 | Mixed | 14 Oct 2022 | ||
| Jennifer C. Colosimo | President, Enterprise Division | $852,291 | Mixed | 11 Jul 2025 | ||
| Anne H. Chow | Director | $598,743 | Mixed | 23 Jan 2026 | ||
| Derek C. M. van Bever | Director | $402,904 | Mixed | 23 Jan 2026 | ||
| Nancy R. Phillips | Director | $351,557 | Mixed | 23 Jan 2026 | ||
| Anthony Derek Hatch | CAO, Controller and Treasurer | $335,177 | Median | 02 Sep 2026 | ||
| Craig Cuffie | Director | $284,320 | Mixed | 23 Jan 2026 | ||
| Jessica Betjemann | Cfo | $265,720 | Mixed | 13 Nov 2025 | ||
| Efrain Rivera | Director | $202,819 | Mixed | 23 Jan 2026 | ||
| Holly Procter | President, Enterprise Division | $201,117 | Mixed | 03 Jun 2026 | ||
| Meisha Sherman | Cpo | $53,789 | Mixed | 06 Oct 2023 | ||
| John W. Buchanan | Executive VP, Education | $0 | Mixed | 01 Sep 2026 |
Recent insider transactions for FRANKLIN COVEY CO
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Michael Sean Merrill Covey | FC | common shares | Tax liability | -0.26% | -589 | 225,739 | 02 Sep 2026 | Direct | ||
| Anthony Derek Hatch | FC | common shares | Tax liability | -2.19% | -306 | 13,664 | 02 Sep 2026 | Direct | ||
| Colleen D. Dom | FC | common shares | Tax liability | -0.91% | -535 | 58,546 | 02 Sep 2026 | Direct | ||
| Paul S. Walker | FC | common shares | Tax liability | -3.08% | -4,344 | 136,920 | 02 Sep 2026 | Direct | ||
| Colleen D. Dom | FC | Common Shares | Gift | -3.27% | -1,999 | 59,081 | 13 Jul 2026 | Direct | ||
| Holly Procter | FC | Common shares | Tax liability | -7.21% | -989 | 12,737 | 03 Jun 2026 | Direct | ||
| Holly Procter | FC | Common shares | Award | 32.7% | 3,385 | 13,726 | 03 Jun 2026 | Direct | ||
| Robert A. Whitman | FC | Common shares | Gift | -3.71% | -26,258 | 681,719 | 07 Apr 2026 | Direct | ||
| Robert A. Whitman | FC | Common shares | Gift | -0.68% | -4,834 | 707,977 | 29 Jan 2026 | Direct | ||
| Craig Cuffie | FC | Common shares | Award | 51.8% | 5,778 | 16,944 | 23 Jan 2026 | Direct | ||
| Anne H. Chow | FC | Common shares | Award | 38.1% | 5,778 | 20,951 | 23 Jan 2026 | Direct | ||
| Nancy R. Phillips | FC | Common shares | Award | 38.1% | 5,778 | 20,951 | 23 Jan 2026 | Direct | ||
| Derek C. M. van Bever | FC | Common shares | Award | 31.7% | 5,778 | 24,011 | 23 Jan 2026 | Direct | ||
| Efrain Rivera | FC | Common shares | Award | 91.6% | 5,778 | 12,087 | 23 Jan 2026 | Direct | ||
| Robert A. Whitman | FC | Common shares | Award | 0.82% | 5,778 | 712,811 | 23 Jan 2026 | Direct | ||
| Donald J. Mcnamara | FC | Common shares | Award | 1.27% | 5,778 | 459,980 | 23 Jan 2026 | Direct | ||
| Robert A. Whitman | FC | Common shares | Tax liability | -1.27% | -9,065 | 707,033 | 21 Nov 2025 | Direct | ||
| Robert A. Whitman | FC | Common shares | Award | 2.02% | 14,151 | 716,098 | 21 Nov 2025 | Direct | ||
| Paul S. Walker | FC | Common shares | Tax liability | -7.89% | -11,712 | 136,772 | 21 Nov 2025 | Direct | ||
| Paul S. Walker | FC | Common shares | Award | 15.6% | 19,585 | 145,058 | 21 Nov 2025 | Direct | ||
| Holly Procter | FC | Common shares | Tax liability | -1.25% | -131 | 10,341 | 21 Nov 2025 | Direct | ||
| Anthony Derek Hatch | FC | Common shares | Tax liability | -5.49% | -812 | 13,970 | 21 Nov 2025 | Direct | ||
| Anthony Derek Hatch | FC | Common shares | Award | 10.1% | 1,357 | 14,782 | 21 Nov 2025 | Direct | ||
| Colleen D. Dom | FC | Common shares | Tax liability | -2.87% | -1,803 | 61,080 | 21 Nov 2025 | Direct | ||
| Colleen D. Dom | FC | Common shares | Award | 5.03% | 3,014 | 62,883 | 21 Nov 2025 | Direct | ||
| Michael Sean Merrill Covey | FC | Common shares | Tax liability | -0.87% | -1,983 | 226,328 | 21 Nov 2025 | Direct | ||
| Michael Sean Merrill Covey | FC | Common shares | Award | 1.47% | 3,315 | 228,311 | 21 Nov 2025 | Direct | ||
| Colleen D. Dom | FC | Common shares | Award | 9.3% | 5,108 | 60,018 | 13 Nov 2025 | Direct | ||
| Jessica Betjemann | FC | Common shares | Award | 422.6% | 12,406 | 15,342 | 13 Nov 2025 | Direct | ||
| Paul S. Walker | FC | Common shares | Award | 21.9% | 23,716 | 131,929 | 13 Nov 2025 | Direct | ||
| Holly Procter | FC | Common shares | Award | 372% | 7,298 | 9,260 | 13 Nov 2025 | Direct | ||
| Anthony Derek Hatch | FC | Common shares | Award | 17.8% | 2,044 | 13,551 | 13 Nov 2025 | Direct | ||
| Michael Sean Merrill Covey | FC | Commmon shares | Award | 3% | 6,568 | 225,204 | 13 Nov 2025 | Direct | ||
| Colleen D. Dom | FC | Common shares | Gift | -4.52% | -2,600 | 54,910 | 11 Nov 2025 | Direct | ||
| Michael Sean Merrill Covey | FC | Common shares | Sale | -3.1% | $102,788 | $14.68 | -7,000 | 218,636 | 10 Nov 2025 | Direct |
| Jessica Betjemann | FC | Common shares | Tax liability | -1.87% | -287 | 15,055 | 20 Oct 2025 | Direct | ||
| Paul S. Walker | FC | Common shares | Tax liability | -1.11% | -1,461 | 130,468 | 20 Oct 2025 | Direct | ||
| Holly Procter | FC | Common shares | Tax liability | -1.24% | -131 | 10,472 | 20 Oct 2025 | Direct | ||
| Anthony Derek Hatch | FC | Common shares | Tax liability | -0.93% | -126 | 13,425 | 20 Oct 2025 | Direct | ||
| Colleen D. Dom | FC | Common shares | Tax liability | -0.25% | -149 | 59,869 | 20 Oct 2025 | Direct | ||
| Michael Sean Merrill Covey | FC | Common shares | Tax liability | -0.09% | -208 | 224,996 | 20 Oct 2025 | Direct |
* marks a reported price that did not pass the local price check.