Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN TEMPLETON INCBEN · Entity 462 | Director | February 03, 2026 | February 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 TEMPLETON INC
Report date February 03, 2026 · Filed February 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Director's Fees (FRI)SEC Table II · derivative / convertible security · Expires 2046-04-20 | Direct | 46,008.515 |
Reported balance
After 2026-02-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-03 · Grant · Acquired 7,592.5926 · Balance 46,008.515 F1: Not applicable. F2: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3: Represents a hypothetical investment account calculation of deferred Franklin Resources Inc.'s director's fees, under the 2006 Director Deferred Compensation Plan, based upon the performance of Franklin Resources Inc.'s stock (including reinvested dividends) payable in one payment following the director's separation from service from Franklin Resources, Inc. and its subsidiaries. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account(s) not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. |
Filing footnotes · ownership attribution and instrument terms
F1: Not applicable.
F2: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below.
F3: Represents a hypothetical investment account calculation of deferred Franklin Resources Inc.'s director's fees, under the 2006 Director Deferred Compensation Plan, based upon the performance of Franklin Resources Inc.'s stock (including reinvested dividends) payable in one payment following the director's separation from service from Franklin Resources, Inc. and its subsidiaries. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account(s) not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter.
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 |
|---|---|---|---|---|---|---|
| February 03, 2026 Filed Feb 4, 2026 20:30 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 7,592.5926 | $27.00 | $205,000.00 |
DisclosureSEC source: 0000038777-26-000042 · form4.xml · derivative · entry 1 Friedman Alexander S · CIK 0001843874 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,008.515 Underlying: Common Stock, par value $.10 · 7,592.5926 shares Expires 2046-04-20 F1 · derivative.exercise_price: Not applicable. F2 · derivative.exercise_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F2 · derivative.expiration_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3 · ownership.direct: Represents a hypothetical investment account calculation of deferred Franklin Resources Inc.'s director's fees, under the 2006 Director Deferred Compensation Plan, based upon the performance of Franklin Resources Inc.'s stock (including reinvested dividends) payable in one payment following the director's separation from service from Franklin Resources, Inc. and its subsidiaries. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account(s) not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. Read SEC document |
| February 04, 2025 Filed Feb 5, 2025 21:27 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 9,370.495 | $20.81 | $195,000.00 |
DisclosureSEC source: 0001127602-25-003187 · form4.xml · derivative · entry 1 Friedman Alexander S · CIK 0001843874 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,276.5902 Underlying: Common Stock, par value $.10 · 9,370.495 shares Expires 2046-04-20 F1 · derivative.exercise_price: Not applicable. F2 · derivative.exercise_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F2 · derivative.expiration_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3 · ownership.direct: Represents a hypothetical investment account calculation of deferred Franklin Resources Inc.'s director's fees, under the 2006 Director Deferred Compensation Plan, based upon the performance of Franklin Resources Inc.'s stock (including reinvested dividends) payable in one payment following the director's separation from service from Franklin Resources, Inc. and its subsidiaries. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account(s) not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. Read SEC document |
| February 06, 2024 Filed Feb 7, 2024 21:53 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 7,322.5685 | $26.63 | $195,000.00 |
DisclosureSEC source: 0001127602-24-003716 · form4.xml · derivative · entry 1 Friedman Alexander S · CIK 0001843874 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,407.8371 Underlying: Common Stock, par value $.10 · 7,322.5685 shares Expires 2046-04-20 F1 · derivative.exercise_price: Not applicable. F2 · derivative.exercise_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F2 · derivative.expiration_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3 · ownership.direct: Represents a hypothetical investment account calculation of deferred Franklin Resources Inc.'s director's fees, under the 2006 Director Deferred Compensation Plan, based upon the performance of Franklin Resources Inc.'s stock (including reinvested dividends) payable in one payment following the director's separation from service from Franklin Resources, Inc. and its subsidiaries. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account(s) not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. Read SEC document |
| February 07, 2023 Filed Feb 8, 2023 17:25 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 4,981.32 | $32.12 | $160,000.00 |
DisclosureSEC source: 0001127602-23-003946 · form4.xml · derivative · entry 1 Friedman Alexander S · CIK 0001843874 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,278.0596 Underlying: Common Stock, par value $.10 · 4,981.32 shares Expires 2046-04-20 F1 · derivative.exercise_price: Not applicable. F2 · derivative.exercise_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F2 · derivative.expiration_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3 · ownership.direct: Represents a hypothetical investment account calculation of deferred Franklin Resources Inc.'s director's fees, under the 2006 Director Deferred Compensation Plan, based upon the performance of Franklin Resources Inc.'s stock (including reinvested dividends) payable in one payment following the director's separation from service from Franklin Resources, Inc. and its subsidiaries. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account(s) not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. Read SEC document |
| February 23, 2022 Filed Feb 24, 2022 21:51 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 5,511.5398 | $29.03 | $160,000.00 |
DisclosureSEC source: 0001127602-22-006590 · form4.xml · derivative · entry 1 Friedman Alexander S · CIK 0001843874 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,741.7353 Underlying: Common Stock, par value $.10 · 5,511.5398 shares Expires 2046-04-20 F1 · derivative.exercise_price: Not applicable. F2 · derivative.exercise_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F2 · derivative.expiration_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3 · ownership.direct: Represents a hypothetical investment account calculation of deferred Franklin Resources Inc.'s director's fees, under the 2006 Director Deferred Compensation Plan, based upon the performance of Franklin Resources Inc.'s stock (including reinvested dividends) payable in one payment following the director's separation from service from Franklin Resources, Inc. and its subsidiaries. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account(s) not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. Read SEC document |
| February 09, 2021 Filed Feb 12, 2021 00:34 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GrantDeferred Director's Fees (FRI) · Derivative | 6,010.5184 | $26.62 | $160,000.00 |
DisclosureSEC source: 0001127602-21-005299 · form4.xml · derivative · entry 1 Friedman Alexander S · CIK 0001843874 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,010.5184 Underlying: Common Stock, par value $.10 · 6,010.5184 shares Expires 2046-04-20 F1 · derivative.exercise_price: Not applicable. F2 · derivative.exercise_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F2 · derivative.expiration_date: Exercisable and expiration dates assume the director's separation from service from Franklin Resources, Inc. and its subsidiaries occurs in the February following the director's 75th birthday. See footnote below. F3 · ownership.direct: Represents a hypothetical investment account calculation of deferred Franklin Resources Inc.'s director's fees, under the 2006 Director Deferred Compensation Plan, based upon the performance of Franklin Resources Inc.'s stock (including reinvested dividends) payable in one payment following the director's separation from service from Franklin Resources, Inc. and its subsidiaries. Reporting Person may transfer the hypothetical investment account amount into an alternative investment account(s) not based on the performance of Franklin Resources, Inc. stock effective as of the first day of any calendar quarter. 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.