Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN COVEY COFC · Entity 2471 | Director | January 23, 2026 | January 27, 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 January 23, 2026 · Filed January 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common sharesSEC Table I · non-derivative | Direct | 459,980 |
Reported balance
After 2026-01-23 transaction · row 1
1 source rowRow 1 · 2026-01-23 · Grant · Acquired 5,778 · Balance 459,980 |
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 |
|---|---|---|---|---|---|---|
| January 23, 2026 Filed Jan 27, 2026 18:51 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon shares | 5,778 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-26-000009 · form4.xml · nonDerivative · entry 1 MCNAMARA DONALD J · CIK 0001017011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 459,980 Read SEC document |
| January 24, 2025 Filed Jan 28, 2025 15:50 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 3,417 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-25-000015 · form4.xml · nonDerivative · entry 1 MCNAMARA DONALD J · CIK 0001017011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 454,202 Read SEC document |
| January 19, 2024 Filed Jan 23, 2024 18:45 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 2,892 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-24-000012 · form4.xml · nonDerivative · entry 1 MCNAMARA DONALD J · CIK 0001017011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 450,785 Read SEC document |
| January 20, 2023 Filed Jan 23, 2023 21:26 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 2,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-001141 · doc1.xml · nonDerivative · entry 1 MCNAMARA DONALD J · CIK 0001017011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,893 Read SEC document |
| January 14, 2022 Filed Jan 18, 2022 22:51 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 2,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-001267 · doc1.xml · nonDerivative · entry 1 MCNAMARA DONALD J · CIK 0001017011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 445,246 Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 23:26 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 4,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-001543 · doc1.xml · nonDerivative · entry 1 MCNAMARA DONALD J · CIK 0001017011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443,036 Read SEC document |
| January 24, 2020 Filed Jan 27, 2020 22:07 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 3,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-001573 · doc1.xml · nonDerivative · entry 1 MCNAMARA DONALD J · CIK 0001017011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 439,029 Read SEC document |
| December 18, 2019 Filed Dec 19, 2019 21:06 UTC | FRANKLIN COVEY CO FC · Entity 2471 | OtherCommon Stock | 19,620 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-029654 · doc4.xml · nonDerivative · entry 1 MCNAMARA DONALD J · CIK 0001017011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 435,969 F1 · kind: Mr. McNamara 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 |
| January 25, 2019 Filed Jan 28, 2019 21:45 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 4,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-001775 · doc1.xml · nonDerivative · entry 1 MCNAMARA DONALD J · CIK 0001017011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 416,349 Read SEC document |
| January 26, 2018 Filed Jan 30, 2018 16:20 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 3,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-003716 · doc1.xml · nonDerivative · entry 1 MCNAMARA DONALD J · CIK 0001017011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 412,274 Read SEC document |
| January 20, 2017 Filed Jan 23, 2017 23:21 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 4,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-002577 · doc1.xml · nonDerivative · entry 1 MCNAMARA DONALD J · CIK 0001017011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408,940 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.