Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN COVEY COFC · Entity 2471 | Executive Vice President | July 13, 2017 | July 17, 2017 |
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 July 13, 2017 · Filed July 17, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common sharesSEC Table I · non-derivative | Direct | 21,098 |
Ending reported balance
After 2017-07-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-07-13 · Grant · Acquired 1,108 · Balance 21,456 F1: LTIP stock award vesting Q3 FY17. Row 2 · 2017-07-13 · Tax withholding · Disposed 358 · Balance 21,098 F1: LTIP stock award vesting Q3 FY17. |
Filing footnotes · ownership attribution and instrument terms
F1: LTIP stock award vesting Q3 FY17.
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 |
|---|---|---|---|---|---|---|
| July 13, 2017 Filed Jul 17, 2017 22:44 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 358 | $19.10 | $6,837.80 |
DisclosureSEC source: 0001140361-17-028020 · doc1.xml · nonDerivative · entry 2 Moon Shawn D · CIK 0001497927 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,098 F1 · shares: LTIP stock award vesting Q3 FY17. Read SEC document |
| July 13, 2017 Filed Jul 17, 2017 22:44 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 1,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-028020 · doc1.xml · nonDerivative · entry 1 Moon Shawn D · CIK 0001497927 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,456 F1 · shares: LTIP stock award vesting Q3 FY17. Read SEC document |
| April 12, 2017 Filed Apr 14, 2017 21:59 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 697 | $21.00 | $14,637.00 |
DisclosureSEC source: 0001140361-17-015915 · doc1.xml · nonDerivative · entry 2 Moon Shawn D · CIK 0001497927 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,348 F1 · shares: LTIP Stock Award Vesting Q2 FY17. Read SEC document |
| April 12, 2017 Filed Apr 14, 2017 21:59 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 2,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-015915 · doc1.xml · nonDerivative · entry 1 Moon Shawn D · CIK 0001497927 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,045 F1 · shares: LTIP Stock Award Vesting Q2 FY17. Read SEC document |
| January 19, 2017 Filed Jan 24, 2017 00:01 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 1,573 | $17.20 | $27,055.60 |
DisclosureSEC source: 0001140361-17-002591 · doc1.xml · nonDerivative · entry 2 Moon Shawn D · CIK 0001497927 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,829 F1 · shares: LTIP Stock Award Vesting Q1 FY17 Read SEC document |
| January 19, 2017 Filed Jan 24, 2017 00:01 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 4,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-002591 · doc1.xml · nonDerivative · entry 1 Moon Shawn D · CIK 0001497927 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,402 F1 · shares: LTIP Stock Award Vesting Q1 FY17 Read SEC document |
| August 31, 2016 Filed Oct 11, 2016 21:28 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 333 | $13.81 | $4,598.73 |
DisclosureSEC source: 0001140361-16-082506 · doc1.xml · nonDerivative · entry 3 Moon Shawn D · CIK 0001497927 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,225 F1 · kind: These shares were acquired under the Franklin Covey Co. Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| May 31, 2016 Filed Oct 11, 2016 21:28 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 618 | $13.07 | $8,077.26 |
DisclosureSEC source: 0001140361-16-082506 · doc1.xml · nonDerivative · entry 2 Moon Shawn D · CIK 0001497927 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,892 F1 · kind: These shares were acquired under the Franklin Covey Co. Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| February 29, 2016 Filed Oct 11, 2016 21:28 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 594 | $14.68 | $8,719.92 |
DisclosureSEC source: 0001140361-16-082506 · doc1.xml · nonDerivative · entry 1 Moon Shawn D · CIK 0001497927 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,274 F1 · kind: These shares were acquired under the Franklin Covey Co. Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| August 31, 2015 Filed Oct 11, 2016 21:08 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 399 | $14.30 | $5,705.70 |
DisclosureSEC source: 0001140361-16-082503 · doc1.xml · nonDerivative · entry 5 Moon Shawn D · CIK 0001497927 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,680 F2 · kind: These shares were acquired under the Franklin Covey Co. Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| May 31, 2015 Filed Oct 11, 2016 21:08 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 475 | $17.00 | $8,075.00 |
DisclosureSEC source: 0001140361-16-082503 · doc1.xml · nonDerivative · entry 4 Moon Shawn D · CIK 0001497927 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,281 F2 · kind: These shares were acquired under the Franklin Covey Co. Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| February 27, 2015 Filed Oct 11, 2016 21:08 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 453 | $15.28 | $6,921.84 |
DisclosureSEC source: 0001140361-16-082503 · doc1.xml · nonDerivative · entry 3 Moon Shawn D · CIK 0001497927 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,806 F2 · kind: These shares were acquired under the Franklin Covey Co. Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| August 31, 2014 Filed Oct 11, 2016 21:08 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 375 | $16.18 | $6,067.50 |
DisclosureSEC source: 0001140361-16-082503 · doc1.xml · nonDerivative · entry 2 Moon Shawn D · CIK 0001497927 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,353 F2 · kind: These shares were acquired under the Franklin Covey Co. Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| May 31, 2014 Filed Oct 11, 2016 21:08 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 437 | $18.48 | $8,075.76 |
DisclosureSEC source: 0001140361-16-082503 · doc1.xml · nonDerivative · entry 1 Moon Shawn D · CIK 0001497927 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,978 F2 · kind: These shares were acquired under the Franklin Covey Co. Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). F1 · balance_after: The total amount of securities held by the reporting was reported incorrectly on the last filed Form 4 and has been corrected in this Form 4 to reflect the correct number of securities held. 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.