Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN TEMPLETON INCBEN · Entity 462 | Director | September 30, 2019 | October 28, 2019 |
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 TEMPLETON INC
Report date September 30, 2019 · Filed October 28, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.10SEC Table I · non-derivative | Direct | 31,424 |
Reported balance
After 2019-09-05 transaction · row 1
1 source rowRow 1 · 2019-09-05 · Gift · Acquired 1,114 · Balance 31,424 F1: Not applicable. |
| Common Stock, par value $.10SEC Table I · non-derivative | IndirectAs a Trustee for Minor Child | 66,672 |
Reported balance
After 2019-09-05 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-09-05 · Gift · Acquired 3,342 · Balance 66,672 F1: Not applicable. F2: Shares held by Reporting Person as trustee for Reporting Person's minor children. Reporting Person disclaims beneficial ownership of such shares. |
| Common Stock, par value $.10SEC Table I · non-derivative | IndirectBy Business Limited Partnership | 1,999,800 |
Reported balance
Holding disclosure · report date 2019-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,999,800 F3: Business limited partnership under control of Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Not applicable.
F2: Shares held by Reporting Person as trustee for Reporting Person's minor children. Reporting Person disclaims beneficial ownership of such shares.
F3: Business limited partnership under control of Reporting Person.
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 |
|---|---|---|---|---|---|---|
| September 05, 2019 Filed Oct 28, 2019 22:44 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 3,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-031182 · form5.xml · nonDerivative · entry 2 Johnson Charles Endler · CIK 0001579871 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As a Trustee for Minor Child Disclosed balance after: 66,672 F1 · price: Not applicable. F2 · ownership.nature: Shares held by Reporting Person as trustee for Reporting Person's minor children. Reporting Person disclaims beneficial ownership of such shares. Read SEC document |
| September 05, 2019 Filed Oct 28, 2019 22:44 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 1,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-031182 · form5.xml · nonDerivative · entry 1 Johnson Charles Endler · CIK 0001579871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,424 F1 · price: Not applicable. Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 22:17 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantCommon Stock, par value $.10 | 4,655 | $31.15 | $145,003.25 |
DisclosureSEC source: 0001127602-19-005715 · form4.xml · nonDerivative · entry 3 Johnson Charles Endler · CIK 0001579871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,310 Read SEC document |
| December 06, 2018 Filed Feb 13, 2019 22:17 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 2,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005715 · form4.xml · nonDerivative · entry 2 Johnson Charles Endler · CIK 0001579871 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As a Trustee for Minor Child Disclosed balance after: 63,330 F1 · price: Not applicable. F2 · ownership.nature: Shares held by Reporting Person as trustee for Reporting Person's minor children. Reporting Person disclaims beneficial ownership of such shares. Read SEC document |
| December 06, 2018 Filed Feb 13, 2019 22:17 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 940 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005715 · form4.xml · nonDerivative · entry 1 Johnson Charles Endler · CIK 0001579871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,655 F1 · price: Not applicable. Read SEC document |
| February 14, 2018 Filed Feb 15, 2018 20:03 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantCommon Stock, par value $.10 | 3,643 | $39.81 | $145,027.83 |
DisclosureSEC source: 0001127602-18-006306 · form4.xml · nonDerivative · entry 3 Johnson Charles Endler · CIK 0001579871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,715 Read SEC document |
| November 08, 2017 Filed Feb 15, 2018 20:03 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 2,013 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-006306 · form4.xml · nonDerivative · entry 2 Johnson Charles Endler · CIK 0001579871 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As a Trustee for Minor Child Disclosed balance after: 60,510 F1 · price: Not applicable. F2 · ownership.nature: Shares held by Reporting Person as trustee for Reporting Person's minor children. Reporting Person disclaims beneficial ownership of such shares. Read SEC document |
| November 08, 2017 Filed Feb 15, 2018 20:03 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 671 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-006306 · form4.xml · nonDerivative · entry 1 Johnson Charles Endler · CIK 0001579871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,072 F1 · price: Not applicable. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 23:58 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantCommon Stock, par value $.10 | 3,161 | $42.72 | $135,037.92 |
DisclosureSEC source: 0001127602-17-006719 · form4.xml · nonDerivative · entry 3 Johnson Charles Endler · CIK 0001579871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,401 Read SEC document |
| December 16, 2016 Filed Feb 16, 2017 23:58 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 2,121 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-006719 · form4.xml · nonDerivative · entry 2 Johnson Charles Endler · CIK 0001579871 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As a Trustee for Minor Child Disclosed balance after: 58,497 F1 · price: Not applicable. F2 · ownership.nature: Shares held by Reporting Person as trustee for Reporting Person's minor children. Reporting Person disclaims beneficial ownership of such shares. Read SEC document |
| December 16, 2016 Filed Feb 16, 2017 23:58 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 707 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-006719 · form4.xml · nonDerivative · entry 1 Johnson Charles Endler · CIK 0001579871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,240 F1 · price: Not applicable. 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.