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Franklin Resources filed a 13F-HR combination report for the quarter ended 06-30-2025, showing consolidated reported holdings valued at $377,185,682,938 across 13,663 information-table entries. The filing is designated a combination report and lists 21 other included managers, indicating holdings are reported across affiliated investment units.
Franklin Resources, Inc. (BEN) filed a Form 4 disclosing that director Karen M. King acquired additional deferred-compensation units tied to the company’s common stock on 07/01/2025. The transaction involves the company’s 2006 Directors Deferred Compensation Plan, under which directors may elect to have fees credited to a hypothetical investment account that tracks BEN’s share performance (including reinvested dividends) and is ultimately paid out in cash.
- Security type: Deferred Director’s Fees (plan units convertible into cash, value mirrors BEN common stock).
- Amount acquired: 1,304.4372 units credited at an underlying reference price of $24.34.
- Total derivative units now held: 55,859.4113.
- Ownership form: Direct.
- Payout mechanics: Quarterly cash installments over 10 years beginning after the earlier of the first Jan 20, Apr 20, Jul 20 or Oct 20 following the director’s separation from service. Units may be moved into an alternative investment track at the start of any calendar quarter.
- Expiration assumption: Plan documentation assumes exercisable/expiration dates keyed to the February after the director’s 75th birthday; stated expiration is 01/20/2058.
The filing represents routine deferred-fee accrual rather than an open-market purchase or sale, and does not involve common shares changing hands in the market. No other non-derivative transactions were reported.
Gregory E. Johnson, Executive Chairman and Director of Franklin Resources (NYSE: BEN), reported significant beneficial ownership changes on June 23, 2025. Johnson received 458,790 shares as a maturity payment from an irrevocable grantor retained annuity trust, increasing his direct ownership to 2,664,868 shares.
Johnson's total beneficial ownership includes multiple indirect holdings:
- 7,576 shares through 401(k) plan
- 2,573,100 shares via business limited partnership under his control
- 252,415 shares held by/for children as trustee
- 26,444 shares held by spouse
- 396,000 shares through venture limited partnership
The transaction was coded as 'J' (Other) and represents an estate planning-related distribution. Johnson disclaims beneficial ownership of shares held in children's trusts, spouse's holdings, and certain partnership interests.
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