Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CRA INTERNATIONAL, INC.CRAI · Entity 923 | Director | July 10, 2019 | July 12, 2019 |
| FRANKLIN COVEY COFC · Entity 2471 | Director | April 07, 2026 | April 08, 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.
CRA INTERNATIONAL, INC.
Report date July 10, 2019 · Filed July 12, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,454 |
Reported balance
After 2019-07-10 transaction · row 1
1 source rowRow 1 · 2019-07-10 · Grant · Acquired 1,962 · Balance 7,454 F1: The shares vest in four equal annual installments beginning on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares vest in four equal annual installments beginning on the first anniversary of the date of grant.
FRANKLIN COVEY CO
Report date April 07, 2026 · Filed April 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common sharesSEC Table I · non-derivative | Direct | 681,719 |
Reported balance
After 2026-04-07 transaction · row 1
1 source rowRow 1 · 2026-04-07 · Gift · Disposed 26,258 · Balance 681,719 |
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 |
|---|---|---|---|---|---|---|
| December 19, 2019 Filed Dec 20, 2019 00:07 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Exercise / conversionEmployee stock option (right to buy) · Derivative | 62,500 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023456 · doc1.xml · derivative · entry 7 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 62,500 shares Expires 2020-01-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 19, 2019 Filed Dec 20, 2019 00:07 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 137,514 | $34.72 | $4,774,486.08 |
DisclosureSEC source: 0001567619-19-023456 · doc1.xml · nonDerivative · entry 6 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 571,638 F3 · shares: This amount represents shares surrendered to cover the exercise amount and pay taxes. Read SEC document |
| December 19, 2019 Filed Dec 20, 2019 00:07 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Exercise / conversioncommon shares | 31,250 | $9.00 | $281,250.00 |
DisclosureSEC source: 0001567619-19-023456 · doc1.xml · nonDerivative · entry 5 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 709,152 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: This Form 4 represents the exercise of ten year stock options that Mr. Whitman received almost ten years ago. In exercising these options he selected the net exercise method. Read SEC document |
| December 19, 2019 Filed Dec 20, 2019 00:07 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Exercise / conversioncommon shares | 62,500 | $14.00 | $875,000.00 |
DisclosureSEC source: 0001567619-19-023456 · doc1.xml · nonDerivative · entry 4 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677,902 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: This Form 4 represents the exercise of ten year stock options that Mr. Whitman received almost ten years ago. In exercising these options he selected the net exercise method. Read SEC document |
| December 19, 2019 Filed Dec 20, 2019 00:07 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Exercise / conversioncommon shares | 62,500 | $12.00 | $750,000.00 |
DisclosureSEC source: 0001567619-19-023456 · doc1.xml · nonDerivative · entry 3 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 615,402 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: This Form 4 represents the exercise of ten year stock options that Mr. Whitman received almost ten years ago. In exercising these options he selected the net exercise method. Read SEC document |
| December 19, 2019 Filed Dec 20, 2019 00:07 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Exercise / conversioncommon shares | 62,500 | $10.00 | $625,000.00 |
DisclosureSEC source: 0001567619-19-023456 · doc1.xml · nonDerivative · entry 2 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 552,902 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: This Form 4 represents the exercise of ten year stock options that Mr. Whitman received almost ten years ago. In exercising these options he selected the net exercise method. Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 00:07 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Othercommon shares | 214,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023456 · doc1.xml · nonDerivative · entry 1 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 490,402 F1 · kind: Mr. Whitman or entities under his control received shares of Common Stock of the Issuer in connection with a distribution for no consideration made by Knowledge Capital Investment Group. Read SEC document |
| October 18, 2019 Filed Mar 6, 2020 21:31 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 8,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-005814 · doc1.xml · nonDerivative · entry 1 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 579,687 F1 · shares: FY20 LTIP Award, vesting in three years FY2022. Read SEC document |
| September 16, 2019 Filed Oct 9, 2019 21:28 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 445 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-019415 · doc1.xml · nonDerivative · entry 6 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,294 Read SEC document |
| July 10, 2019 Filed Jul 12, 2019 22:01 UTC | CRA INTERNATIONAL, INC. CRAI · Entity 923 | GrantCommon Stock | 1,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-008623 · edgar.xml · nonDerivative · entry 1 WHITMAN ROBERT A · CIK 0001017012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,454 F1 · shares: The shares vest in four equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 18:46 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 8,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-001808 · doc1.xml · nonDerivative · entry 1 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,351 F1 · shares: Restricted Stock Award Read SEC document |
| January 18, 2019 Filed Oct 9, 2019 21:28 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 1,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-019415 · doc1.xml · nonDerivative · entry 5 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,739 Read SEC document |
| January 18, 2019 Filed Oct 9, 2019 21:28 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 2,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-019415 · doc1.xml · nonDerivative · entry 4 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,747 Read SEC document |
| January 18, 2019 Filed Oct 9, 2019 21:28 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-019415 · doc1.xml · nonDerivative · entry 3 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,569 Read SEC document |
| October 01, 2018 Filed Oct 9, 2019 21:28 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 12,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-019415 · doc1.xml · nonDerivative · entry 2 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,569 F2 · shares: FY19 LTIP Award, vesting in 3 years FY2021. Read SEC document |
| July 11, 2018 Filed Jul 12, 2018 23:39 UTC | CRA INTERNATIONAL, INC. CRAI · Entity 923 | GrantCommon Stock | 1,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-009663 · edgar.xml · nonDerivative · entry 1 WHITMAN ROBERT A · CIK 0001017012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,492 F1 · shares: The shares vest in four equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| November 29, 2017 Filed Oct 11, 2018 17:08 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-003970 · doc1.xml · nonDerivative · entry 4 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,415 Read SEC document |
| November 29, 2017 Filed Oct 11, 2018 17:08 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-003970 · doc1.xml · nonDerivative · entry 3 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,635 Read SEC document |
| November 29, 2017 Filed Oct 11, 2018 17:08 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-003970 · doc1.xml · nonDerivative · entry 2 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,855 Read SEC document |
| November 29, 2017 Filed Oct 11, 2018 17:08 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 2,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-003970 · doc1.xml · nonDerivative · entry 1 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,855 Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 21:15 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 48,774 | $19.15 | $934,022.10 |
DisclosureSEC source: 0001140361-17-043219 · doc1.xml · nonDerivative · entry 2 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,811 F1 · shares: LTIP stock award vesting Q4 FY17. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 21:15 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 103,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-043219 · doc1.xml · nonDerivative · entry 1 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,585 F1 · shares: LTIP stock award vesting Q4 FY17. Read SEC document |
| November 14, 2017 Filed Oct 9, 2019 21:28 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 14,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-019415 · doc1.xml · nonDerivative · entry 1 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,287 F1 · shares: FY18 LTIP Award, vesting in 3 years FY2020. Read SEC document |
| July 18, 2017 Filed Oct 11, 2017 16:10 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 553 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-038131 · doc1.xml · nonDerivative · entry 7 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,698 Read SEC document |
| July 13, 2017 Filed Jul 17, 2017 22:41 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 2,731 | $19.10 | $52,162.10 |
DisclosureSEC source: 0001140361-17-028014 · doc1.xml · nonDerivative · entry 2 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,850 F1 · shares: LTIP stock award vesting Q3 FY17. Read SEC document |
| July 13, 2017 Filed Jul 17, 2017 22:41 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 5,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-028014 · doc1.xml · nonDerivative · entry 1 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,581 F1 · shares: LTIP stock award vesting Q3 FY17. Read SEC document |
| July 12, 2017 Filed Jul 13, 2017 23:57 UTC | CRA INTERNATIONAL, INC. CRAI · Entity 923 | GrantCommon Stock | 2,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-010363 · edgar.xml · nonDerivative · entry 1 WHITMAN ROBERT A · CIK 0001017012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,116 F1 · shares: The shares vest in four equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| May 03, 2017 Filed May 4, 2017 21:22 UTC | CRA INTERNATIONAL, INC. CRAI · Entity 923 | GrantCommon Stock | 2,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-006567 · edgar.xml · nonDerivative · entry 1 WHITMAN ROBERT A · CIK 0001017012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,053 F1 · shares: The shares vest in four equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| April 12, 2017 Filed Apr 14, 2017 22:01 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 4,981 | $21.00 | $104,601.00 |
DisclosureSEC source: 0001140361-17-015917 · doc1.xml · nonDerivative · entry 2 WHITMAN ROBERT A · CIK 0001017012 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,764 F1 · shares: LTIP Stock Award Vesting Q2 FY17. Read SEC document |
| April 12, 2017 Filed Apr 14, 2017 22:01 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 11,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-015917 · doc1.xml · nonDerivative · entry 1 WHITMAN ROBERT A · CIK 0001017012 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,745 F1 · shares: LTIP Stock Award Vesting Q2 FY17. Read SEC document |
| April 11, 2017 Filed Oct 11, 2017 16:10 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-038131 · doc1.xml · nonDerivative · entry 6 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,251 Read SEC document |
| April 11, 2017 Filed Oct 11, 2017 16:10 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-038131 · doc1.xml · nonDerivative · entry 5 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,251 Read SEC document |
| January 24, 2017 Filed Oct 11, 2017 16:10 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 3,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-038131 · doc1.xml · nonDerivative · entry 4 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,251 Read SEC document |
| January 24, 2017 Filed Oct 11, 2017 16:10 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 1,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-038131 · doc1.xml · nonDerivative · entry 3 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,780 Read SEC document |
| January 24, 2017 Filed Oct 11, 2017 16:10 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 2,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-038131 · doc1.xml · nonDerivative · entry 2 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,251 Read SEC document |
| January 24, 2017 Filed Oct 11, 2017 16:10 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 9,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-038131 · doc1.xml · nonDerivative · entry 1 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,192 Read SEC document |
| January 19, 2017 Filed Jan 24, 2017 00:02 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 7,690 | $17.20 | $132,268.00 |
DisclosureSEC source: 0001140361-17-002592 · doc1.xml · nonDerivative · entry 2 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,111 F1 · shares: LTIP Stock Award Vesting Q1 FY17. Read SEC document |
| January 19, 2017 Filed Jan 24, 2017 00:02 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 23,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-002592 · doc1.xml · nonDerivative · entry 1 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,801 F1 · shares: LTIP Stock Award Vesting Q1 FY17. Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 23:51 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Exercise / conversionemployee stock option (right to buy) · Derivative | 62,500 | $0.00 Strike: $9.00 | $0.00 |
DisclosureSEC source: 0001140361-17-002219 · doc1.xml · derivative · entry 3 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 62,500 shares Expires 2020-01-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 23:51 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 42,442 | $17.35 | $736,368.70 |
DisclosureSEC source: 0001140361-17-002219 · doc1.xml · nonDerivative · entry 2 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,029 F1 · shares: Represents shares of common stock sold to settle the cashless exercise of the warrants. All other shares acquired through this cashless exercise remain held by Mr. Whitman. Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 23:51 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Exercise / conversioncommon stock | 62,500 | $9.00 | $562,500.00 |
DisclosureSEC source: 0001140361-17-002219 · doc1.xml · nonDerivative · entry 1 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,471 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · shares: Mr. Whitman still has 437,500 fully vested, in-the-money, options to exercise. F2 · balance_after: The variance in the total is because of a misstatement in his total from previous Forms 4. The total was off by 5,108 shares and is now reflected correctly in the total amount. F3 · balance_after: Increased shares owned by 20,058. Read SEC document |
| January 20, 2016 Filed Oct 11, 2016 21:19 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 6,374 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-082505 · doc1.xml · nonDerivative · entry 3 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,079 Read SEC document |
| January 20, 2016 Filed Oct 11, 2016 21:19 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 1,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-082505 · doc1.xml · nonDerivative · entry 2 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,453 Read SEC document |
| January 20, 2016 Filed Oct 11, 2016 21:19 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Giftcommon shares | 1,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-082505 · doc1.xml · nonDerivative · entry 1 WHITMAN ROBERT A · CIK 0001017012 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,586 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.