Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN MANAGED MUNICIPAL INCOME TRUSTPMM · Entity 6073 | Director of Advisor | September 03, 2024 | September 03, 2024 |
| FRANKLIN MASTER INTERMEDIATE INCOME TRUSTPIM · Entity 6513 | Director of Advisor | September 03, 2024 | September 03, 2024 |
| FRANKLIN MUNICIPAL OPPORTUNITIES TRUSTPMO · Entity 8843 | Director of Advisor | September 03, 2024 | September 03, 2024 |
| FRANKLIN PREMIER INCOME TRUSTPPT · Entity 8823 | Director of Advisor | September 03, 2024 | September 03, 2024 |
| FRANKLIN TEMPLETON INCBEN · Entity 462 | Director · Vice Chairman · 10% owner | December 26, 2019 | December 30, 2019 |
| Franklin Lexington Private Markets FundN/A · Entity 40571 | Director of Sub-Advisor | August 13, 2024 | August 20, 2024 |
| Franklin Lexington Venture & Growth FundN/A · Entity 182978 | Director of Sub-Adviser | September 04, 2026 | September 10, 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 MANAGED MUNICIPAL INCOME TRUST
Report date September 03, 2024 · Filed September 03, 2024
This filing explicitly reported no securities owned.
FRANKLIN MASTER INTERMEDIATE INCOME TRUST
Report date September 03, 2024 · Filed September 03, 2024
This filing explicitly reported no securities owned.
FRANKLIN MUNICIPAL OPPORTUNITIES TRUST
Report date September 03, 2024 · Filed September 03, 2024
This filing explicitly reported no securities owned.
FRANKLIN PREMIER INCOME TRUST
Report date September 03, 2024 · Filed September 03, 2024
This filing explicitly reported no securities owned.
FRANKLIN TEMPLETON INC
Report date December 26, 2019 · Filed December 30, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.10SEC Table I · non-derivative | Direct | 102,453,045 |
Reported balance
After 2019-12-26 transaction · row 1
1 source rowRow 1 · 2019-12-26 · Sale · Disposed 400,000 · Balance 102,453,045 |
| Common Stock, par value $.10SEC Table I · non-derivative | IndirectBy 401(k) | 23,029.3651 |
Reported balance
Holding disclosure · report date 2019-12-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 23,029.3651 F1: On December 4, 2019, pursuant to a required minimum distribution from the Franklin Templeton 401(k) Retirement Plan, the Reporting Person's plan balance was reduced by 1,039.3607 shares on such date per such required withdrawal. F2: Reporting Person holds shares in the Franklin Templeton 401(k) Retirement Plan. Information is based on a plan statement as of December 9, 2019. |
| Common Stock, par value $.10SEC Table I · non-derivative | IndirectBy IRA | 563,735 |
Reported balance
Holding disclosure · report date 2019-12-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 563,735 |
| Common Stock, par value $.10SEC Table I · non-derivative | IndirectBy Spouse | 10,116 |
Reported balance
Holding disclosure · report date 2019-12-26 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 10,116 F3: Shares held by Reporting Person's spouse. Reporting Person disclaims beneficial ownership of such shares. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 4, 2019, pursuant to a required minimum distribution from the Franklin Templeton 401(k) Retirement Plan, the Reporting Person's plan balance was reduced by 1,039.3607 shares on such date per such required withdrawal.
F2: Reporting Person holds shares in the Franklin Templeton 401(k) Retirement Plan. Information is based on a plan statement as of December 9, 2019.
F3: Shares held by Reporting Person's spouse. Reporting Person disclaims beneficial ownership of such shares.
Franklin Lexington Private Markets Fund
Report date August 13, 2024 · Filed August 20, 2024
This filing explicitly reported no securities owned.
Franklin Lexington Venture & Growth Fund
Report date September 04, 2026 · Filed September 10, 2026
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| December 26, 2019 Filed Dec 30, 2019 18:55 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | SaleCommon Stock, par value $.10 | 400,000 | $26.26 | $10,505,000.00 |
DisclosureSEC source: 0001127602-19-035906 · form4.xml · nonDerivative · entry 1 JOHNSON RUPERT H JR · CIK 0001010261 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,453,045 Read SEC document |
| December 10, 2018 Filed Oct 29, 2019 18:24 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 800,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-031203 · form5.xml · nonDerivative · entry 1 JOHNSON RUPERT H JR · CIK 0001010261 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,853,045 F1 · price: Not applicable. Read SEC document |
| November 23, 2018 Filed Nov 27, 2018 22:52 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | SaleCommon Stock, par value $.10 | 193,000 | $32.42 | $6,257,060.00 |
DisclosureSEC source: 0001127602-18-034515 · form4.xml · nonDerivative · entry 2 JOHNSON RUPERT H JR · CIK 0001010261 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 563,735 Read SEC document |
| November 23, 2018 Filed Nov 27, 2018 22:52 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | SaleCommon Stock, par value $.10 | 323,000 | $32.42 | $10,471,660.00 |
DisclosureSEC source: 0001127602-18-034515 · form4.xml · nonDerivative · entry 1 JOHNSON RUPERT H JR · CIK 0001010261 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,653,045 Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 19:45 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | SaleCommon Stock, par value $.10 | 250,000 | $42.95 | $10,737,500.00 |
DisclosureSEC source: 0001127602-17-033754 · form4.xml · nonDerivative · entry 2 JOHNSON RUPERT H JR · CIK 0001010261 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,976,045 Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 19:45 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | SaleCommon Stock, par value $.10 | 150,000 | $42.95 | $6,442,500.00 |
DisclosureSEC source: 0001127602-17-033754 · form4.xml · nonDerivative · entry 1 JOHNSON RUPERT H JR · CIK 0001010261 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 756,735 Read SEC document |
| December 12, 2016 Filed Oct 30, 2017 18:57 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | GiftCommon Stock, par value $.10 | 239,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-030445 · form5.xml · nonDerivative · entry 1 JOHNSON RUPERT H JR · CIK 0001010261 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,226,045 F1 · price: Not applicable. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 22:16 UTC | FRANKLIN TEMPLETON INC BEN · Entity 462 | SaleCommon Stock, par value $.10 | 300,000 | $33.65 | $10,095,000.00 |
DisclosureSEC source: 0001127602-16-065921 · form4.xml · nonDerivative · entry 1 JOHNSON RUPERT H JR · CIK 0001010261 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 906,735 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.