Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN COVEY COFC · Entity 2471 | EVP Bus Development/Marketing | October 02, 2020 | October 06, 2020 |
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 02, 2020 · Filed October 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common sharesSEC Table I · non-derivative | Direct | 20,809 |
Ending reported balance
After 2020-10-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-10-02 · Grant · Acquired 10,011 · Balance 23,742 F1: LTIP stock award vesting Q4FY20 Row 2 · 2020-10-02 · Tax withholding · Disposed 2,933 · Balance 20,809 F1: LTIP stock award vesting Q4FY20 |
Filing footnotes · ownership attribution and instrument terms
F1: LTIP stock award vesting Q4FY20
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 02, 2020 Filed Oct 6, 2020 20:27 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 2,933 | $17.25 | $50,594.25 |
DisclosureSEC source: 0001567619-20-017625 · doc1.xml · nonDerivative · entry 2 Miller Scott Jeffery · CIK 0001546049 · EVP Bus Development/Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,809 F1 · shares: LTIP stock award vesting Q4FY20 Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 20:27 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 10,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-017625 · doc1.xml · nonDerivative · entry 1 Miller Scott Jeffery · CIK 0001546049 · EVP Bus Development/Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,742 F1 · shares: LTIP stock award vesting Q4FY20 Read SEC document |
| October 18, 2019 Filed Mar 6, 2020 21:34 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 1,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-005825 · doc1.xml · nonDerivative · entry 1 Miller Scott Jeffery · CIK 0001546049 · EVP Bus Development/Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,731 F1 · shares: FY20 LTIP Award, vesting in three years FY2022. Read SEC document |
| October 01, 2018 Filed Oct 9, 2019 21:31 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 1,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-019418 · doc1.xml · nonDerivative · entry 2 Miller Scott Jeffery · CIK 0001546049 · EVP Bus Development/Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,681 F2 · shares: FY19 LTIP Award, vesting in three years FY2021. Read SEC document |
| May 15, 2018 Filed May 16, 2018 16:15 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Salecommon shares | 1,343 | $25.69 | $34,501.67 |
DisclosureSEC source: 0001140361-18-024126 · doc1.xml · nonDerivative · entry 1 Miller Scott Jeffery · CIK 0001546049 · EVP Bus Development/Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,130 Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 21:13 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 2,972 | $19.15 | $56,913.80 |
DisclosureSEC source: 0001140361-17-043216 · doc1.xml · nonDerivative · entry 2 Miller Scott Jeffery · CIK 0001546049 · EVP Bus Development/Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,473 F1 · shares: LTIP stock award vesting Q4 FY17. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 21:13 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 9,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-043216 · doc1.xml · nonDerivative · entry 1 Miller Scott Jeffery · CIK 0001546049 · EVP Bus Development/Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,445 F1 · shares: LTIP stock award vesting Q4 FY17. Read SEC document |
| November 14, 2017 Filed Oct 9, 2019 21:31 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 1,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-019418 · doc1.xml · nonDerivative · entry 1 Miller Scott Jeffery · CIK 0001546049 · EVP Bus Development/Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,079 F1 · shares: FY18 LTIP Award, vesting in three years FY2020. Read SEC document |
| July 13, 2017 Filed Jul 17, 2017 22:43 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 268 | $19.10 | $5,118.80 |
DisclosureSEC source: 0001140361-17-028018 · doc1.xml · nonDerivative · entry 2 Miller Scott Jeffery · CIK 0001546049 · EVP Bus Development/Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,255 F1 · shares: LTIP stock award vesting Q3 FY17. Read SEC document |
| July 13, 2017 Filed Jul 17, 2017 22:43 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 831 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-028018 · doc1.xml · nonDerivative · entry 1 Miller Scott Jeffery · CIK 0001546049 · EVP Bus Development/Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,523 F1 · shares: LTIP stock award vesting Q3 FY17. Read SEC document |
| April 12, 2017 Filed Apr 14, 2017 21:58 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 529 | $21.00 | $11,109.00 |
DisclosureSEC source: 0001140361-17-015914 · doc1.xml · nonDerivative · entry 2 Miller Scott Jeffery · CIK 0001546049 · EVP Bus Development/Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,692 F1 · shares: LTIP Stock Award Vesting Q2 FY17. Read SEC document |
| April 12, 2017 Filed Apr 14, 2017 21:58 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 1,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-015914 · doc1.xml · nonDerivative · entry 1 Miller Scott Jeffery · CIK 0001546049 · EVP Bus Development/Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,221 F1 · shares: LTIP Stock Award Vesting Q2 FY17. Read SEC document |
| January 19, 2017 Filed Jan 24, 2017 00:00 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 1,027 | $17.20 | $17,664.40 |
DisclosureSEC source: 0001140361-17-002589 · doc1.xml · nonDerivative · entry 2 Miller Scott Jeffery · CIK 0001546049 · EVP Bus Development/Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,559 F1 · shares: LTIP Stock Award Vesting Q1 FY17. Read SEC document |
| January 19, 2017 Filed Jan 24, 2017 00:00 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 2,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-002589 · doc1.xml · nonDerivative · entry 1 Miller Scott Jeffery · CIK 0001546049 · EVP Bus Development/Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,586 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.