Welcome to our dedicated page for Franklin Resources SEC filings (Ticker: BEN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Franklin Resources, Inc. (BEN) – Form 4 insider filing, 24 Jun 2025
President & CEO Jennifer M. Johnson reported a Code J (non-open-market) transfer on 23 Jun 2025 involving 458,790 BEN common shares. The shares were distributed to her personal account as the maturity payment of an irrevocable grantor-retained annuity trust (GRAT) established for estate-planning purposes. The filing indicates no cash consideration was involved (“Price: not applicable”).
After the transfer, Johnson’s direct ownership increased to 3,077,218.327 shares. She also reports several indirect holdings:
- 2,607.01 shares in the Franklin Templeton 401(k) Plan (statement dated 11 Apr 2025)
- 2,637,700 shares through a business limited partnership she controls
- 595,649 shares held by or for the benefit of her children (beneficial ownership disclaimed)
- 216,900 shares via a venture limited partnership that also benefits her children (beneficial ownership disclaimed)
The transaction does not change the company’s share count and does not reflect an open-market purchase or sale; it merely reallocates how Johnson’s existing economic interest is classified. The filing was signed by Attorney-in-Fact Virginia Rosas on 24 Jun 2025.
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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