Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN COVEY COFC · Entity 2471 | Director | January 22, 2021 | January 26, 2021 |
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 January 22, 2021 · Filed January 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common sharesSEC Table I · non-derivative | Direct | 76,939 |
Reported balance
After 2021-01-22 transaction · row 1
1 source rowRow 1 · 2021-01-22 · Grant · Acquired 4,007 · Balance 76,939 |
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 |
|---|---|---|---|---|---|---|
| January 22, 2021 Filed Jan 26, 2021 23:27 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 4,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-001544 · doc1.xml · nonDerivative · entry 1 HEINER DENNIS GRANT · CIK 0001264049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,939 Read SEC document |
| January 24, 2020 Filed Jan 27, 2020 22:05 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 3,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-001569 · doc1.xml · nonDerivative · entry 1 HEINER DENNIS GRANT · CIK 0001264049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,932 Read SEC document |
| January 25, 2019 Filed Jan 28, 2019 21:46 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 4,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-001776 · doc1.xml · nonDerivative · entry 1 HEINER DENNIS GRANT · CIK 0001264049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,872 Read SEC document |
| January 26, 2018 Filed Jan 30, 2018 16:19 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 3,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-003715 · doc1.xml · nonDerivative · entry 1 HEINER DENNIS GRANT · CIK 0001264049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,797 Read SEC document |
| January 20, 2017 Filed Jan 23, 2017 23:22 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 4,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-002578 · doc1.xml · nonDerivative · entry 1 HEINER DENNIS GRANT · CIK 0001264049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,463 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.