Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN COVEY COFC · Entity 2471 | VP People Services | October 14, 2022 | October 18, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FRANKLIN COVEY CO
Report date October 14, 2022 · Filed October 18, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common sharesSEC Table I · non-derivative | Direct | 30,176 |
Ending reported balance
After 2022-10-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-10-14 · Tax withholding · Disposed 418 · Balance 29,458 Row 2 · 2022-10-14 · Grant · Acquired 718 · Balance 30,176 F1: FY23 LTIP Award, vesting in three years FY25. |
Filing footnotes · ownership attribution and instrument terms
F1: FY23 LTIP Award, vesting in three years FY25.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 14, 2022 Filed Oct 18, 2022 21:32 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 718 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-018576 · doc1.xml · nonDerivative · entry 2 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,176 F1 · shares: FY23 LTIP Award, vesting in three years FY25. Read SEC document |
| October 14, 2022 Filed Oct 18, 2022 21:32 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 418 | $47.05 | $19,666.90 |
DisclosureSEC source: 0001567619-22-018576 · doc1.xml · nonDerivative · entry 1 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,458 Read SEC document |
| October 01, 2021 Filed Oct 6, 2021 19:56 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 3,110 | $40.99 | $127,478.90 |
DisclosureSEC source: 0001567619-21-017982 · doc1.xml · nonDerivative · entry 2 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,052 Read SEC document |
| October 01, 2021 Filed Oct 6, 2021 19:56 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 5,824 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-017982 · doc1.xml · nonDerivative · entry 1 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,162 Read SEC document |
| October 01, 2021 Filed Aug 9, 2022 22:18 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 824 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-015379 · doc1.xml · nonDerivative · entry 1 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,876 F1 · shares: FY22 LTIP Award, vesting in 3 years FY2024. Read SEC document |
| January 25, 2021 Filed Jan 26, 2021 23:36 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 369 | $25.04 | $9,239.76 |
DisclosureSEC source: 0001567619-21-001551 · doc1.xml · nonDerivative · entry 1 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,793 Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 20:25 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 1,957 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-017622 · doc1.xml · nonDerivative · entry 3 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,162 F2 · shares: FY21 LTIP Award, vesting in 3 years FY2023. Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 20:25 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 3,312 | $17.25 | $57,132.00 |
DisclosureSEC source: 0001567619-20-017622 · doc1.xml · nonDerivative · entry 2 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,205 F1 · shares: LTIP Stock Award vesting Q4FY20. Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 20:25 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 7,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-017622 · doc1.xml · nonDerivative · entry 1 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,517 F1 · shares: LTIP Stock Award vesting Q4FY20. Read SEC document |
| October 02, 2020 Filed Oct 6, 2021 17:11 UTC Amendment | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 6,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-017969 · doc1.xml · nonDerivative · entry 1 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,062 F1 · shares: On October 6, 2020, the reporting person filed a Form 4 which inadvertently double counted certain time-vesting shares in the amount of securities reported as acquired in this transaction. Read SEC document |
| October 18, 2019 Filed Mar 6, 2020 21:35 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 945 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-005827 · doc1.xml · nonDerivative · entry 1 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,041 F1 · shares: FY20 LTIP Award, vesting in three years FY2022. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 18:44 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 745 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-001805 · doc1.xml · nonDerivative · entry 1 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,444 F1 · shares: Restricted Stock Award Read SEC document |
| October 01, 2018 Filed Oct 9, 2019 21:32 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 1,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-019420 · doc1.xml · nonDerivative · entry 2 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,096 F2 · shares: FY19 LTIP Award, vesting in three years FY2021. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 21:12 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 4,498 | $19.15 | $86,136.70 |
DisclosureSEC source: 0001140361-17-043212 · doc1.xml · nonDerivative · entry 2 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,699 F1 · shares: LTIP stock award vesting Q4 FY17. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 21:12 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 9,582 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-043212 · doc1.xml · nonDerivative · entry 1 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,197 F1 · shares: LTIP stock award vesting Q4 FY17. Read SEC document |
| November 14, 2017 Filed Oct 9, 2019 21:32 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 1,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-019420 · doc1.xml · nonDerivative · entry 1 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,899 F1 · shares: FY18 LTIP Award, vesting in three years FY2020. Read SEC document |
| July 13, 2017 Filed Jul 17, 2017 22:42 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 175 | $19.10 | $3,342.50 |
DisclosureSEC source: 0001140361-17-028016 · doc1.xml · nonDerivative · entry 2 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,615 F1 · shares: LTIP stock award vesting Q3 FY17. Read SEC document |
| July 13, 2017 Filed Jul 17, 2017 22:42 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 554 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-028016 · doc1.xml · nonDerivative · entry 1 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,790 F1 · shares: LTIP stock award vesting Q3 FY17. Read SEC document |
| April 12, 2017 Filed Apr 14, 2017 21:56 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 413 | $21.00 | $8,673.00 |
DisclosureSEC source: 0001140361-17-015911 · doc1.xml · nonDerivative · entry 2 Davis Clifton Todd · CIK 0001446557 · EVP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,236 F1 · shares: LTIP Stock Award Vesting Q2 FY17. Read SEC document |
| April 12, 2017 Filed Apr 14, 2017 21:56 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 1,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-015911 · doc1.xml · nonDerivative · entry 1 Davis Clifton Todd · CIK 0001446557 · EVP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,649 F1 · shares: LTIP Stock Award Vesting Q2 FY17. Read SEC document |
| January 19, 2017 Filed Jan 24, 2017 00:05 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 896 | $17.20 | $15,411.20 |
DisclosureSEC source: 0001140361-17-002596 · doc1.xml · nonDerivative · entry 2 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,541 F1 · shares: LTIP Stock Award Vesting Q1 FY17. F2 · balance_after: The variance in the total is because of a misstatement in his total from previous Forms 4. The total was off by 1,220 shares and is now reflected correctly in the total amount. Read SEC document |
| January 19, 2017 Filed Jan 24, 2017 00:05 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 2,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-002596 · doc1.xml · nonDerivative · entry 1 Davis Clifton Todd · CIK 0001446557 · VP People Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,437 F1 · shares: LTIP Stock Award Vesting Q1 FY17. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.