Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN COVEY COFC · Entity 2471 | President, Enterprise Division | July 11, 2025 | July 14, 2025 |
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 July 11, 2025 · Filed July 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 37,336 |
Reported balance
After 2025-07-11 transaction · row 1
1 source rowRow 1 · 2025-07-11 · Grant · Acquired 1,831 · Balance 37,336 F1: FY25 LTIP, third vesting Oct 2025, Oct 2026, Oct 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: FY25 LTIP, third vesting Oct 2025, Oct 2026, Oct 2027.
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 |
|---|---|---|---|---|---|---|
| July 11, 2025 Filed Jul 14, 2025 23:56 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon Shares | 1,831 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-25-000063 · form4.xml · nonDerivative · entry 1 Colosimo Jennifer C. · CIK 0001446503 · President, Enterprise Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,336 F1 · shares: FY25 LTIP, third vesting Oct 2025, Oct 2026, Oct 2027. Read SEC document |
| October 11, 2024 Filed Oct 15, 2024 22:45 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shres | 5,936 | $40.85 | $242,485.60 |
DisclosureSEC source: 0000886206-24-000050 · form4.xml · nonDerivative · entry 5 Colosimo Jennifer C. · CIK 0001446503 · President, Enterprise Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,505 F5 · shares: LTIP Stock Award vesting Q4FY24. Read SEC document |
| October 11, 2024 Filed Oct 15, 2024 22:45 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 7,319 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-24-000050 · form4.xml · nonDerivative · entry 4 Colosimo Jennifer C. · CIK 0001446503 · President, Enterprise Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,441 F4 · shares: LTIP Stock Award FY22 EBITDA vesting Q4FY24. Read SEC document |
| October 11, 2024 Filed Oct 15, 2024 22:45 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 4,410 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-24-000050 · form4.xml · nonDerivative · entry 3 Colosimo Jennifer C. · CIK 0001446503 · President, Enterprise Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,122 F3 · shares: LTIP Stock Award FY20 EBITDA vesting Q4FY24. Read SEC document |
| October 11, 2024 Filed Oct 15, 2024 22:45 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 1,890 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-24-000050 · form4.xml · nonDerivative · entry 2 Colosimo Jennifer C. · CIK 0001446503 · President, Enterprise Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,712 F2 · shares: LTIP Stock Award FY20 Sales vesting Q4FY24. Read SEC document |
| October 06, 2023 Filed Oct 10, 2023 21:51 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon shares | 1,523 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-23-000052 · form4.xml · nonDerivative · entry 5 Colosimo Jennifer C. · CIK 0001446503 · President, Enterprise Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,572 F5 · shares: FY24 LTIP Stock Award vesting August 31, 2026 Read SEC document |
| October 06, 2023 Filed Oct 10, 2023 21:51 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingCommon shares | 12,914 | $41.06 | $530,248.84 |
DisclosureSEC source: 0000886206-23-000052 · form4.xml · nonDerivative · entry 4 Colosimo Jennifer C. · CIK 0001446503 · President, Enterprise Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,049 F4 · shares: LTIP Stock Awards vesting Q4FY23 Read SEC document |
| October 06, 2023 Filed Oct 10, 2023 21:51 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon shares | 17,392 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-23-000052 · form4.xml · nonDerivative · entry 3 Colosimo Jennifer C. · CIK 0001446503 · President, Enterprise Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,963 F3 · shares: LTIP Stock Award FY21 EBITDA vesting Q4FY23 Read SEC document |
| October 06, 2023 Filed Oct 10, 2023 21:51 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon shares | 6,818 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-23-000052 · form4.xml · nonDerivative · entry 2 Colosimo Jennifer C. · CIK 0001446503 · President, Enterprise Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,571 F2 · shares: LTIP Stock Award FY19 EBITDA vesting Q4FY23 Read SEC document |
| October 06, 2023 Filed Oct 10, 2023 21:51 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon shares | 2,923 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-23-000052 · form4.xml · nonDerivative · entry 1 Colosimo Jennifer C. · CIK 0001446503 · President, Enterprise Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,753 F1 · shares: LTIP Stock Award FY19 Sales vesting Q4FY23 Read SEC document |
| November 10, 2022 Filed Oct 15, 2024 22:45 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-24-000050 · form4.xml · nonDerivative · entry 1 Colosimo Jennifer C. · CIK 0001446503 · President, Enterprise Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,822 F1 · shares: FY23 LTIP Stock Award time vesting 8/31/25. Read SEC document |
| October 14, 2022 Filed Oct 18, 2022 21:31 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 1,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-018575 · doc1.xml · nonDerivative · entry 2 Colosimo Jennifer C. · CIK 0001446503 · President Enterprise Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,830 F1 · shares: FY23 LTIP Award, vesting in three years FY25. Read SEC document |
| October 14, 2022 Filed Oct 18, 2022 21:31 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 399 | $47.05 | $18,772.95 |
DisclosureSEC source: 0001567619-22-018575 · doc1.xml · nonDerivative · entry 1 Colosimo Jennifer C. · CIK 0001446503 · President Enterprise Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,767 Read SEC document |
| October 01, 2021 Filed Oct 6, 2021 19:57 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Tax withholdingcommon shares | 1,255 | $40.99 | $51,442.45 |
DisclosureSEC source: 0001567619-21-017983 · doc1.xml · nonDerivative · entry 2 Colosimo Jennifer C. · CIK 0001446503 · VP Global Sales Effectiveness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,946 Read SEC document |
| October 01, 2021 Filed Oct 6, 2021 19:57 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 2,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-017983 · doc1.xml · nonDerivative · entry 1 Colosimo Jennifer C. · CIK 0001446503 · VP Global Sales Effectiveness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,201 F1 · balance_after: The total common share number now contains additional unvested restricted stock awards that were not previously filed in a Form 4. Read SEC document |
| October 01, 2021 Filed Aug 9, 2022 22:17 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-015377 · doc1.xml · nonDerivative · entry 1 Colosimo Jennifer C. · CIK 0001446503 · President Enterprise Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,166 F1 · shares: FY22 LTIP Award, vesting in 3 years FY2024. 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.