Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN COVEY COFC · Entity 2471 | EVP Operations | September 02, 2026 | September 03, 2026 |
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 September 02, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common sharesSEC Table I · non-derivative | Direct | 58,546 |
Reported balance
After 2026-09-02 transaction · row 1
1 source rowRow 1 · 2026-09-02 · Tax withholding · Disposed 535 · Balance 58,546 F1: 2024 LTIP |
Filing footnotes · ownership attribution and instrument terms
F1: 2024 LTIP
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 02, 2026 Filed Sep 3, 2026 23:28 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 535 | $20.35 | $10,887.25 |
DisclosureSEC source: 0001193125-26-382319 · ownership.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,546 F1 · shares: 2024 LTIP Read SEC document |
| July 13, 2026 Filed Jul 14, 2026 20:52 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GiftCommon Shares | 1,999 | $0.00 | $0.00 |
DisclosureSEC source: 0000912282-26-000978 · form4.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,081 Read SEC document |
| November 21, 2025 Filed Nov 25, 2025 19:45 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingCommon shares | 470 | $19.56 | $9,193.20 |
DisclosureSEC source: 0000886206-25-000108 · form4.xml · nonDerivative · entry 4 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,080 F3 · shares: FY23 LTIP time vested. Read SEC document |
| November 21, 2025 Filed Nov 25, 2025 19:45 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingCommon shares | 1,333 | $15.13 | $20,168.29 |
DisclosureSEC source: 0000886206-25-000108 · form4.xml · nonDerivative · entry 3 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,550 Read SEC document |
| November 21, 2025 Filed Nov 25, 2025 19:45 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon shares | 3,014 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-25-000108 · form4.xml · nonDerivative · entry 2 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,883 F2 · shares: FY23 LTIP Performance Awards. Read SEC document |
| November 13, 2025 Filed Nov 17, 2025 23:18 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon shares | 5,108 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-25-000099 · form4.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,018 F1 · shares: FY26 LTIP, third vesting Nov 2026, Nov 2027, Nov 2028. Read SEC document |
| November 11, 2025 Filed Nov 12, 2025 19:08 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GiftCommon shares | 2,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-25-000083 · form4.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,910 Read SEC document |
| October 20, 2025 Filed Nov 25, 2025 19:45 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingCommon shares | 149 | $17.65 | $2,629.85 |
DisclosureSEC source: 0000886206-25-000108 · form4.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,869 F1 · shares: FY25 LTIP 1/3 time vested. Read SEC document |
| July 11, 2025 Filed Jul 14, 2025 23:58 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon Shares | 1,526 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-25-000065 · form4.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,510 F1 · shares: FY25 LTIP, third vesting Oct 2025, Oct 2026, Oct 2027. Read SEC document |
| November 13, 2024 Filed Nov 21, 2024 21:12 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 2,025 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-24-000063 · form4.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,984 Read SEC document |
| October 11, 2024 Filed Oct 15, 2024 20:38 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 7,453 | $40.85 | $304,455.05 |
DisclosureSEC source: 0000886206-24-000048 · form4.xml · nonDerivative · entry 4 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,009 F4 · shares: LTIP Stock Award Vesting Q4FY24. Read SEC document |
| October 11, 2024 Filed Oct 15, 2024 20:38 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 7,319 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-24-000048 · form4.xml · nonDerivative · entry 3 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,462 F3 · shares: LTIP Stock Award FY22 EBITDA Vesting Q4FY24. Read SEC document |
| October 11, 2024 Filed Oct 15, 2024 20:38 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 5,880 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-24-000048 · form4.xml · nonDerivative · entry 2 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,143 F2 · shares: LTIP Stock Award FY20 EBITDA Vesting Q4FY24. Read SEC document |
| October 11, 2024 Filed Oct 15, 2024 20:38 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 2,520 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-24-000048 · form4.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,263 F1 · shares: LTIP Stock Award FY20 Sales Vesting Q4FY24. Read SEC document |
| October 06, 2023 Filed Oct 10, 2023 21:49 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon shares | 1,218 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-23-000050 · form4.xml · nonDerivative · entry 5 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,743 F5 · shares: FY24 LTIP Stock Awards vesting August 31, 2026 Read SEC document |
| October 06, 2023 Filed Oct 10, 2023 21:49 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingCommon shares | 14,567 | $41.06 | $598,121.02 |
DisclosureSEC source: 0000886206-23-000050 · form4.xml · nonDerivative · entry 4 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,529 F4 · shares: LTIP Stock Awards vesting Q4FY23 Read SEC document |
| October 06, 2023 Filed Oct 10, 2023 21:49 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon shares | 17,392 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-23-000050 · form4.xml · nonDerivative · entry 3 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,092 F3 · shares: LTIP Stock Award FY21 EBITDA vesting Q4FY23 Read SEC document |
| October 06, 2023 Filed Oct 10, 2023 21:49 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon shares | 8,971 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-23-000050 · form4.xml · nonDerivative · entry 2 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,700 F2 · shares: LTIP Stock Award FY19 EBITDA vesting Q4FY23 Read SEC document |
| October 06, 2023 Filed Oct 10, 2023 21:49 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon shares | 3,845 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-23-000050 · form4.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,729 F1 · shares: LTIP Stock Award FY19 Sales vesting Q4FY23 Read SEC document |
| August 31, 2023 Filed Sep 19, 2023 18:38 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GiftCommon Shares | 1,637 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-23-000030 · form4.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,884 Read SEC document |
| November 17, 2022 Filed Apr 18, 2023 21:40 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GiftCommon Shares | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-23-000017 · form4.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,521 Read SEC document |
| October 14, 2022 Filed Oct 18, 2022 21:33 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 1,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-018578 · doc1.xml · nonDerivative · entry 2 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,721 F1 · shares: FY23 LTIP Award, vesting in three years FY25. Read SEC document |
| October 14, 2022 Filed Oct 18, 2022 21:33 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 620 | $47.05 | $29,171.00 |
DisclosureSEC source: 0001567619-22-018578 · doc1.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,658 Read SEC document |
| January 25, 2022 Filed Oct 12, 2022 21:42 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 1,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-018450 · doc1.xml · nonDerivative · entry 2 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,278 Read SEC document |
| January 18, 2022 Filed Oct 12, 2022 21:42 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 1,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-018450 · doc1.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,401 Read SEC document |
| October 01, 2021 Filed Oct 6, 2021 19:55 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 4,170 | $40.99 | $170,928.30 |
DisclosureSEC source: 0001567619-21-017981 · doc1.xml · nonDerivative · entry 2 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,058 Read SEC document |
| October 01, 2021 Filed Oct 6, 2021 19:55 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 7,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-017981 · doc1.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,228 Read SEC document |
| October 01, 2021 Filed Aug 9, 2022 22:17 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-015378 · doc1.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,278 F1 · shares: FY22 LTIP Award, vesting in 3 years FY2024. Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 20:26 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 2,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-017623 · doc1.xml · nonDerivative · entry 3 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,548 F2 · shares: FY21 LTIP Award, vesting in 3 years FY2023. Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 20:26 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 5,913 | $17.25 | $101,999.25 |
DisclosureSEC source: 0001567619-20-017623 · doc1.xml · nonDerivative · entry 2 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,649 F1 · shares: LTIP stock award vesting Q4FY20. Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 20:26 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 13,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-017623 · doc1.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,562 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 | 10,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-017968 · doc1.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,964 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 21:34 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-005823 · doc1.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,215 F1 · shares: FY20 LTIP Award, vesting in three years FY2022. Read SEC document |
| October 01, 2018 Filed Oct 9, 2019 21:33 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 2,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-019422 · doc1.xml · nonDerivative · entry 2 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,815 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 | 3,587 | $19.15 | $68,691.05 |
DisclosureSEC source: 0001140361-17-043214 · doc1.xml · nonDerivative · entry 2 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,081 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 | 7,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-043214 · doc1.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,668 F1 · shares: LTIP stock award vesting Q4 FY17. Read SEC document |
| November 14, 2017 Filed Oct 9, 2019 21:33 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 2,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-019422 · doc1.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,679 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 | 219 | $19.10 | $4,182.90 |
DisclosureSEC source: 0001140361-17-028017 · doc1.xml · nonDerivative · entry 2 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,027 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 | 693 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-028017 · doc1.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,246 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 | 522 | $21.00 | $10,962.00 |
DisclosureSEC source: 0001140361-17-015913 · doc1.xml · nonDerivative · entry 2 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,553 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 | 1,386 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-015913 · doc1.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,075 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 | 722 | $17.20 | $12,418.40 |
DisclosureSEC source: 0001140361-17-002590 · doc1.xml · nonDerivative · entry 2 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,689 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 | 1,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-002590 · doc1.xml · nonDerivative · entry 1 Dom Colleen D · CIK 0001587704 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,411 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.