Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN COVEY COFC · Entity 2471 | President, Enterprise Division | June 03, 2026 | June 04, 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 June 03, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common sharesSEC Table I · non-derivative | Direct | 12,737 |
Ending reported balance
After 2026-06-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-03 · Grant · Acquired 3,385 · Balance 13,726 F1: Signing bonus 1/3 vesting Row 2 · 2026-06-03 · Tax withholding · Disposed 989 · Balance 12,737 |
Filing footnotes · ownership attribution and instrument terms
F1: Signing bonus 1/3 vesting
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 |
|---|---|---|---|---|---|---|
| June 03, 2026 Filed Jun 4, 2026 19:14 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingCommon shares | 989 | $23.30 | $23,043.70 |
DisclosureSEC source: 0000886206-26-000025 · form4.xml · nonDerivative · entry 2 Procter Holly · CIK 0002083098 · President, Enterprise Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,737 Read SEC document |
| June 03, 2026 Filed Jun 4, 2026 19:14 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon shares | 3,385 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-26-000025 · form4.xml · nonDerivative · entry 1 Procter Holly · CIK 0002083098 · President, Enterprise Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,726 F1 · shares: Signing bonus 1/3 vesting Read SEC document |
| November 21, 2025 Filed Nov 25, 2025 19:50 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingCommon shares | 131 | $19.56 | $2,562.36 |
DisclosureSEC source: 0000886206-25-000112 · form4.xml · nonDerivative · entry 3 Procter Holly · CIK 0002083098 · President, Enterprise Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,341 F3 · shares: FY23 Time Vested. Read SEC document |
| November 13, 2025 Filed Nov 17, 2025 23:09 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon shares | 7,298 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-25-000093 · form4.xml · nonDerivative · entry 1 Procter Holly · CIK 0002083098 · President, Enterprise Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,260 F1 · shares: FY26 LTIP, third vesting Nov 2026, Nov 2027, Nov 2028. Read SEC document |
| October 20, 2025 Filed Nov 25, 2025 19:50 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingCommon shares | 131 | $17.65 | $2,312.15 |
DisclosureSEC source: 0000886206-25-000112 · form4.xml · nonDerivative · entry 2 Procter Holly · CIK 0002083098 · President, Enterprise Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,472 F2 · shares: FY25 LTIP 1/3 Time Vested. Read SEC document |
| July 11, 2025 Filed Nov 25, 2025 19:50 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon shares | 1,343 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-25-000112 · form4.xml · nonDerivative · entry 1 Procter Holly · CIK 0002083098 · President, Enterprise Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,603 F1 · shares: FY25 LTIP 1/3 Vesting, Oct 2025, 2026, 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.