Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN COVEY COFC · Entity 2471 | CAO, Controller and Treasurer | 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 | 13,664 |
Reported balance
After 2026-09-02 transaction · row 1
1 source rowRow 1 · 2026-09-02 · Tax withholding · Disposed 306 · Balance 13,664 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 23:31 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 306 | $20.35 | $6,227.10 |
DisclosureSEC source: 0001193125-26-382323 · ownership.xml · nonDerivative · entry 1 Hatch Anthony Derek · CIK 0002068362 · CAO, Controller and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,664 F1 · shares: 2024 LTIP Read SEC document |
| November 21, 2025 Filed Nov 25, 2025 19:48 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingCommon shares | 212 | $19.56 | $4,146.72 |
DisclosureSEC source: 0000886206-25-000110 · form4.xml · nonDerivative · entry 4 Hatch Anthony Derek · CIK 0002068362 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,970 F3 · shares: FY23 LTIP Time Vested Read SEC document |
| November 21, 2025 Filed Nov 25, 2025 19:48 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingCommon shares | 600 | $15.13 | $9,078.00 |
DisclosureSEC source: 0000886206-25-000110 · form4.xml · nonDerivative · entry 3 Hatch Anthony Derek · CIK 0002068362 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,182 Read SEC document |
| November 21, 2025 Filed Nov 25, 2025 19:48 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon shares | 1,357 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-25-000110 · form4.xml · nonDerivative · entry 2 Hatch Anthony Derek · CIK 0002068362 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,782 F2 · shares: FY23 LTIP Performance Awards. Read SEC document |
| November 13, 2025 Filed Nov 17, 2025 23:06 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon shares | 2,044 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-25-000091 · form4.xml · nonDerivative · entry 1 Hatch Anthony Derek · CIK 0002068362 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,551 F1 · shares: FY26 LTIP, third vesting Nov 2026, Nov 2027, Nov 2028. Read SEC document |
| October 20, 2025 Filed Nov 25, 2025 19:48 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingCommon shares | 126 | $17.65 | $2,223.90 |
DisclosureSEC source: 0000886206-25-000110 · form4.xml · nonDerivative · entry 1 Hatch Anthony Derek · CIK 0002068362 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,425 F1 · shares: FY25 LTIP 1/3 time vested. Read SEC document |
| July 11, 2025 Filed Jul 14, 2025 23:50 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon Shares | 855 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-25-000059 · form4.xml · nonDerivative · entry 1 Hatch Anthony Derek · CIK 0002068362 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,507 F1 · shares: FY25 LTIP, third vesting Oct 2025, Oct 2026, Oct 2027. 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.