Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN COVEY COFC · Entity 2471 | CFO | October 20, 2025 | November 25, 2025 |
| Gogo Inc.GOGO · Entity 5812 | EVP and CFO | September 14, 2024 | September 17, 2024 |
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 October 20, 2025 · Filed November 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common sharesSEC Table I · non-derivative | Direct | 15,055 |
Reported balance
After 2025-10-20 transaction · row 1
1 source rowRow 1 · 2025-10-20 · Tax withholding · Disposed 287 · Balance 15,055 F1: FY25 LTIP 1/32 Time Vested. |
Filing footnotes · ownership attribution and instrument terms
F1: FY25 LTIP 1/32 Time Vested.
Gogo Inc.
Report date September 14, 2024 · Filed September 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,997 |
Ending reported balance
After 2024-09-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-09-14 · Exercise / conversion · Acquired 3,091 · Balance 75,366 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2024-09-14 · Tax withholding · Disposed 1,369 · Balance 73,997 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,091 |
Reported balance
After 2024-09-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-09-14 · Exercise / conversion · Disposed 3,091 · Balance 3,091 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: On September 14, 2021, the reporting person was granted 12,366 restricted stock units, vesting in four equal annual installments on the first four anniversaries of September 14, 2021, subject to continued employment with the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: On September 14, 2021, the reporting person was granted 12,366 restricted stock units, vesting in four equal annual installments on the first four anniversaries of September 14, 2021, subject to continued employment with the Company.
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 29, 2022 Filed Mar 31, 2022 15:34 UTC | Gogo Inc. GOGO · Entity 5812 | Tax withholdingCommon Stock | 2,092 | $19.57 | $40,940.44 |
DisclosureSEC source: 0001209191-22-021735 · doc4.xml · nonDerivative · entry 2 Betjemann Jessica · CIK 0001878428 · SVP, Finance, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,528 Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 15:34 UTC | Gogo Inc. GOGO · Entity 5812 | Exercise / conversionCommon Stock | 7,140 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-021735 · doc4.xml · nonDerivative · entry 1 Betjemann Jessica · CIK 0001878428 · SVP, Finance, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,620 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. F1 · price: Each restricted stock unit represents the contingent right to receive one share of the Company's common stock or its equivalent value in cash. Read SEC document |
| March 24, 2022 Filed Mar 28, 2022 14:21 UTC | Gogo Inc. GOGO · Entity 5812 | Exercise / conversionRestricted Stock Units · Derivative | 17,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021268 · doc4.xml · derivative · entry 1 Betjemann Jessica · CIK 0001878428 · SVP, Finance, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,187 Underlying: Common Stock · 17,187 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of the Company's common stock or its equivalent value in cash. F2 · derivative.exercise_date: On March 24, 2022, the reporting person was granted 17,187 restricted stock units, vesting in four equal annual installments on the first four anniversaries of March 24, 2022, subject to continued employment with the Company. F2 · derivative.expiration_date: On March 24, 2022, the reporting person was granted 17,187 restricted stock units, vesting in four equal annual installments on the first four anniversaries of March 24, 2022, subject to continued employment with the Company. Read SEC document |
| March 17, 2022 Filed Mar 21, 2022 15:44 UTC | Gogo Inc. GOGO · Entity 5812 | Exercise / conversionRestricted Stock Units · Derivative | 2,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020236 · doc4.xml · derivative · entry 3 Betjemann Jessica · CIK 0001878428 · SVP, Finance, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 2,750 shares Expires not disclosed 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: 11,000 of these restricted stock units vest in four equal installments on the first four anniversaries of March 17, 2020 and 19,500 of these restricted stock units will vest on December 31, 2022, in each case, subject to continued employment with the Company. F2 · derivative.expiration_date: 11,000 of these restricted stock units vest in four equal installments on the first four anniversaries of March 17, 2020 and 19,500 of these restricted stock units will vest on December 31, 2022, in each case, subject to continued employment with the Company. Read SEC document |
| March 17, 2022 Filed Mar 21, 2022 15:44 UTC | Gogo Inc. GOGO · Entity 5812 | Tax withholdingCommon Stock | 805 | $17.73 | $14,272.65 |
DisclosureSEC source: 0001209191-22-020236 · doc4.xml · nonDerivative · entry 2 Betjemann Jessica · CIK 0001878428 · SVP, Finance, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,480 Read SEC document |
| March 17, 2022 Filed Mar 21, 2022 15:44 UTC | Gogo Inc. GOGO · Entity 5812 | Exercise / conversionCommon Stock | 2,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-020236 · doc4.xml · nonDerivative · entry 1 Betjemann Jessica · CIK 0001878428 · SVP, Finance, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,285 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. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 11:20 UTC | Gogo Inc. GOGO · Entity 5812 | Exercise / conversionRestricted Stock Units · Derivative | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018366 · doc4.xml · derivative · entry 4 Betjemann Jessica · CIK 0001878428 · SVP, Finance, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 Underlying: Common Stock · 3,750 shares Expires not disclosed 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On March 11, 2019, the reporting person was granted 15,000 restricted stock units, vesting in four equal annual installments on the first four anniversaries of March 10, 2019, subject to continued employment with the Company. F3 · derivative.expiration_date: On March 11, 2019, the reporting person was granted 15,000 restricted stock units, vesting in four equal annual installments on the first four anniversaries of March 10, 2019, subject to continued employment with the Company. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 11:20 UTC | Gogo Inc. GOGO · Entity 5812 | Exercise / conversionRestricted Stock Units · Derivative | 2,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018366 · doc4.xml · derivative · entry 3 Betjemann Jessica · CIK 0001878428 · SVP, Finance, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,750 Underlying: Common Stock · 2,750 shares Expires not disclosed 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On March 10, 2019, the reporting person was granted 11,000 restricted stock units, vesting in four equal annual installments on the first four anniversaries of March 10, 2019, subject to continued employment with the Company. F2 · derivative.expiration_date: On March 10, 2019, the reporting person was granted 11,000 restricted stock units, vesting in four equal annual installments on the first four anniversaries of March 10, 2019, subject to continued employment with the Company. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 11:20 UTC | Gogo Inc. GOGO · Entity 5812 | Tax withholdingCommon Stock | 2,123 | $17.17 | $36,451.91 |
DisclosureSEC source: 0001209191-22-018366 · doc4.xml · nonDerivative · entry 2 Betjemann Jessica · CIK 0001878428 · SVP, Finance, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,535 Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 11:20 UTC | Gogo Inc. GOGO · Entity 5812 | Exercise / conversionCommon Stock | 6,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-018366 · doc4.xml · nonDerivative · entry 1 Betjemann Jessica · CIK 0001878428 · SVP, Finance, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,658 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. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 20:14 UTC | Gogo Inc. GOGO · Entity 5812 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 231 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-011979 · doc4.xml · derivative · entry 4 Betjemann Jessica · CIK 0001878428 · SVP, Finance, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 231 shares Expires not disclosed 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Following the elimination of the performance conditions for these options by the Compensation Committee of the Company, these options provided for vesting in four annual installments beginning on the first anniversary of February 17, 2018, subject to continued employment with the Company. F3 · derivative.expiration_date: Following the elimination of the performance conditions for these options by the Compensation Committee of the Company, these options provided for vesting in four annual installments beginning on the first anniversary of February 17, 2018, subject to continued employment with the Company. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 20:14 UTC | Gogo Inc. GOGO · Entity 5812 | Exercise / conversionRestricted Stock Units · Derivative | 693 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-011979 · doc4.xml · derivative · entry 3 Betjemann Jessica · CIK 0001878428 · SVP, Finance, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 693 shares Expires not disclosed 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 17, 2018, the reporting person was granted 2,775 restricted stock units, vesting in four equal annual installments on the first four anniversaries of February 17, 2018. F2 · derivative.expiration_date: On February 17, 2018, the reporting person was granted 2,775 restricted stock units, vesting in four equal annual installments on the first four anniversaries of February 17, 2018. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 20:14 UTC | Gogo Inc. GOGO · Entity 5812 | Tax withholdingCommon Stock | 318 | $13.13 | $4,175.34 |
DisclosureSEC source: 0001209191-22-011979 · doc4.xml · nonDerivative · entry 2 Betjemann Jessica · CIK 0001878428 · SVP, Finance, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,158 Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 20:14 UTC | Gogo Inc. GOGO · Entity 5812 | Exercise / conversionCommon Stock | 924 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-011979 · doc4.xml · nonDerivative · entry 1 Betjemann Jessica · CIK 0001878428 · SVP, Finance, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,476 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. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| September 14, 2021 Filed Jan 20, 2022 17:05 UTC | Gogo Inc. GOGO · Entity 5812 | Exercise / conversionRestricted Stock Units · Derivative | 12,366 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-004088 · doc5.xml · derivative · entry 1 Betjemann Jessica · CIK 0001878428 · SVP, Finance, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,366 Underlying: Common Stock · 12,366 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of the Company's common stock or its equivalent value in cash. F2 · derivative.exercise_date: On September 14, 2021, the reporting person was granted 12,366 restricted stock units, vesting in four equal annual installments on the first four anniversaries of September 14, 2021, subject to continued employment with the Company. F2 · derivative.expiration_date: On September 14, 2021, the reporting person was granted 12,366 restricted stock units, vesting in four equal annual installments on the first four anniversaries of September 14, 2021, subject to continued employment with the Company. Read SEC document |
| August 31, 2021 Filed Sep 2, 2021 10:45 UTC | Gogo Inc. GOGO · Entity 5812 | Exercise / conversionRestricted Stock Units · Derivative | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054368 · doc4.xml · derivative · entry 3 Betjemann Jessica · CIK 0001878428 · SVP, Finance, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166 Underlying: Common Stock · 166 shares Expires not disclosed 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On July 31, 2018, the reporting person was granted 665 restricted stock units, vesting in four equal annual installments on the first four anniversaries of July 31, 2018, subject to continued employment with the Company. F2 · derivative.expiration_date: On July 31, 2018, the reporting person was granted 665 restricted stock units, vesting in four equal annual installments on the first four anniversaries of July 31, 2018, subject to continued employment with the Company. Read SEC document |
| August 31, 2021 Filed Sep 2, 2021 10:45 UTC | Gogo Inc. GOGO · Entity 5812 | Tax withholdingCommon Stock | 48 | $13.45 | $645.60 |
DisclosureSEC source: 0001209191-21-054368 · doc4.xml · nonDerivative · entry 2 Betjemann Jessica · CIK 0001878428 · SVP, Finance, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,552 Read SEC document |
| August 31, 2021 Filed Sep 2, 2021 10:45 UTC | Gogo Inc. GOGO · Entity 5812 | Exercise / conversionCommon Stock | 166 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-054368 · doc4.xml · nonDerivative · entry 1 Betjemann Jessica · CIK 0001878428 · SVP, Finance, Treasurer & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,600 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. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. 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.