Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN TEMPLETON INCBEN · Entity 462 | Director · Executive Chairman | August 31, 2026 | September 02, 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 TEMPLETON INC
Report date August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.10SEC Table I · non-derivative | Direct | 2,676,986 |
Reported balance
After 2026-08-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-31 · Tax withholding · Disposed 10,568 · Balance 2,676,986 F1: Reflects payment of tax liability by withholding securities incident to the vesting of a security issued in accordance with Rule 16b-3. F2: Of the amount of securities beneficially owned, 25,664 shares represent unvested restricted stock unit awards. |
| Common Stock, par value $.10SEC Table I · non-derivative | IndirectBy 401(k) | 7,960.318 |
Reported balance
Holding disclosure · report date 2026-08-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,960.318 F3: Reporting Person holds shares in the Franklin Templeton 401(k) Retirement Plan. Information is based on a plan statement as of July 10, 2026. |
| Common Stock, par value $.10SEC Table I · non-derivative | IndirectBy Business Limited Partnership | 2,573,100 |
Reported balance
Holding disclosure · report date 2026-08-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,573,100 F4: Business limited partnership under control of Reporting Person. |
| Common Stock, par value $.10SEC Table I · non-derivative | IndirectBy Children or As Trustee For Children | 254,959 |
Reported balance
Holding disclosure · report date 2026-08-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 254,959 F5: Shares held by Reporting Person's children or by Reporting Person as trustee for his children. Reporting Person disclaims beneficial ownership of such shares. |
| Common Stock, par value $.10SEC Table I · non-derivative | IndirectBy Spouse | 27,716 |
Reported balance
Holding disclosure · report date 2026-08-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 27,716 F6: Shares held by Reporting Person's spouse. Reporting Person disclaims beneficial ownership of such shares. |
| Common Stock, par value $.10SEC Table I · non-derivative | IndirectBy Venture Limited Partnership | 396,000 |
Reported balance
Holding disclosure · report date 2026-08-31 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 396,000 F7: Limited partnership under control of Reporting Person, and owned in part by irrevocable trusts for the benefit of Reporting Person's children. Reporting Person disclaims beneficial ownership of the children's trusts. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects payment of tax liability by withholding securities incident to the vesting of a security issued in accordance with Rule 16b-3.
F2: Of the amount of securities beneficially owned, 25,664 shares represent unvested restricted stock unit awards.
F3: Reporting Person holds shares in the Franklin Templeton 401(k) Retirement Plan. Information is based on a plan statement as of July 10, 2026.
F4: Business limited partnership under control of Reporting Person.
F5: Shares held by Reporting Person's children or by Reporting Person as trustee for his children. Reporting Person disclaims beneficial ownership of such shares.
F6: Shares held by Reporting Person's spouse. Reporting Person disclaims beneficial ownership of such shares.
F7: Limited partnership under control of Reporting Person, and owned in part by irrevocable trusts for the benefit of Reporting Person's children. Reporting Person disclaims beneficial ownership of the children's trusts.
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 |
|---|---|---|---|---|---|---|
| March 22, 2016 Filed Oct 24, 2016 23:20 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 1,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065163 · form5.xml · nonDerivative · entry 12 JOHNSON GREGORY E · CIK 0001010262 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,064,803 F1 · price: Not applicable. Read SEC document |
| December 16, 2015 Filed Oct 24, 2016 23:20 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 3,524 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065163 · form5.xml · nonDerivative · entry 11 JOHNSON GREGORY E · CIK 0001010262 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,064,803 F1 · price: Not applicable. Read SEC document |
| December 16, 2015 Filed Oct 24, 2016 23:20 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 430 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065163 · form5.xml · nonDerivative · entry 10 JOHNSON GREGORY E · CIK 0001010262 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,064,803 F1 · price: Not applicable. Read SEC document |
| December 16, 2015 Filed Oct 24, 2016 23:20 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 284 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065163 · form5.xml · nonDerivative · entry 9 JOHNSON GREGORY E · CIK 0001010262 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,064,803 F1 · price: Not applicable. Read SEC document |
| December 04, 2015 Filed Oct 24, 2016 23:20 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 6,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065163 · form5.xml · nonDerivative · entry 8 JOHNSON GREGORY E · CIK 0001010262 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,064,803 F1 · price: Not applicable. Read SEC document |
| November 25, 2015 Filed Oct 24, 2016 23:20 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 1,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065163 · form5.xml · nonDerivative · entry 7 JOHNSON GREGORY E · CIK 0001010262 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,064,803 F1 · price: Not applicable. Read SEC document |
| November 18, 2015 Filed Oct 24, 2016 23:20 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065163 · form5.xml · nonDerivative · entry 6 JOHNSON GREGORY E · CIK 0001010262 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,064,803 F1 · price: Not applicable. Read SEC document |
| November 06, 2015 Filed Oct 24, 2016 23:20 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 678 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065163 · form5.xml · nonDerivative · entry 5 JOHNSON GREGORY E · CIK 0001010262 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · As A Trustee For Minor Child Disclosed balance after: 67,708 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 06, 2015 Filed Oct 24, 2016 23:20 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 678 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065163 · form5.xml · nonDerivative · entry 4 JOHNSON GREGORY E · CIK 0001010262 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,064,803 F1 · price: Not applicable. Read SEC document |
| November 06, 2015 Filed Oct 24, 2016 23:20 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 678 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065163 · form5.xml · nonDerivative · entry 3 JOHNSON GREGORY E · CIK 0001010262 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,064,803 F1 · price: Not applicable. Read SEC document |
| November 06, 2015 Filed Oct 24, 2016 23:20 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 678 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065163 · form5.xml · nonDerivative · entry 2 JOHNSON GREGORY E · CIK 0001010262 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · As A Trustee For Minor Child Disclosed balance after: 67,708 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 |
| October 20, 2015 Filed Oct 24, 2016 23:20 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 1,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065163 · form5.xml · nonDerivative · entry 1 JOHNSON GREGORY E · CIK 0001010262 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,064,803 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.