Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN COVEY COFC · Entity 2471 | CPO | April 12, 2023 | October 15, 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 April 12, 2023 · Filed October 15, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common sharesSEC Table I · non-derivative | Direct | 2,453 |
Reported balance
After 2023-04-12 transaction · row 1
1 source rowRow 1 · 2023-04-12 · Grant · Acquired 1,143 · Balance 2,453 F1: FY23 LTIP Stock Award time vesting 8/31/25. |
Filing footnotes · ownership attribution and instrument terms
F1: FY23 LTIP Stock Award time vesting 8/31/25.
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 |
|---|---|---|---|---|---|---|
| October 06, 2023 Filed Oct 10, 2023 21:36 UTC | FRANKLIN COVEY CO FC · Entity 2471 | GrantCommon shares | 1,310 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-23-000040 · form4.xml · nonDerivative · entry 1 Sherman Meisha · CIK 0001965467 · CPO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,310 F1 · shares: FY24 LTIP Stock Award vesting August 31, 2026 Read SEC document |
| April 12, 2023 Filed Oct 15, 2024 22:50 UTC | FRANKLIN COVEY CO FC · Entity 2471 | Grantcommon shares | 1,143 | $0.00 | $0.00 |
DisclosureSEC source: 0000886206-24-000054 · form4.xml · nonDerivative · entry 1 Sherman Meisha · CIK 0001965467 · CPO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,453 F1 · shares: FY23 LTIP Stock Award time vesting 8/31/25. 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.