Franklin Resources, Inc. filings document the regulatory record for Franklin Templeton as a NYSE-listed investment management company. The company’s 8-K reports disclose quarterly and annual operating results, Regulation FD earnings commentary, material agreements, credit-facility obligations, share repurchase authorizations and other capital-structure matters.
Proxy and meeting filings cover board elections, shareholder voting results, executive compensation, employee stock investment plans and universal stock incentive plan authorizations. The filing record also includes leadership and compensation disclosures, governance matters, common stock registration information, and regulatory or risk-related updates involving Western Asset Management, a wholly owned subsidiary.
Franklin Templeton, Inc. (BEN), a reporting person, disclosed beneficial ownership of 28,890,872 Class I shares of Clarion Partners Real Estate Income Fund Inc., or 23.6% of the class. The class had 122,405,943 shares outstanding as of October 21, 2026.
The disclosure also lists Franklin Advisers, Inc., an investment management subsidiary, as beneficially owning 20,345,897 shares, or 16.6%. On October 19, 2026, Franklin Templeton, Inc. redeemed 441,696 Class I shares and Franklin Advisers, Inc. redeemed 1,325,000, each at $11.32 per share. Apart from transactions described, the reporting persons stated they had no present plans or intentions to acquire or dispose of the fund’s securities, while retaining the ability to review or change their position or purpose.
Franklin Templeton Inc. (BEN) is identified as the issuer; Franklin Templeton Inc., listed as the reporting person and an affiliate of an investment adviser, directly sold 441,696 Class I shares at $11.32 per share on October 19, 2026. The reported post-transaction position was 4,661,961 shares across four share classes. No Rule 10b5-1 plan is reported.
Franklin Templeton Inc. Chief Executive Officer Jennifer M. Johnson reported a gift transfer of 32,625 shares on October 19, 2026, recorded as a disposition from direct holdings and an acquisition in indirect holdings held by her children or by her as trustee/manager for them. Her direct holdings afterward were 3,753,930 shares; the child-related indirect position was 638,554 shares, and she disclaims beneficial ownership of those shares.
Franklin Templeton Inc. reported two direct award acquisitions by Thomas C. Merchant, its EVP, General Counsel, on October 13, 2026: 19,244 common shares at $31.18 per share and 18,426 shares associated with previously granted performance-based restricted stock units. The compensation committee certified that certain performance criteria for the fiscal year ended September 30, 2026 were achieved; the 18,426 shares are scheduled to vest on December 1, 2026. A footnote identifies 41,131 beneficially owned shares as unvested RSUs, excluding the shares scheduled to vest.
Franklin Templeton Inc. Co-President, Public Markets Terrence Murphy reported direct award acquisitions of 137,589 common shares at a reported $31.18 per share and 3,689 common shares on October 13, 2026. The 3,689 shares relate to previously granted restricted stock units. After the compensation committee certified that certain performance criteria for the fiscal year ended September 30, 2026 were achieved, those shares are scheduled to vest on December 1, 2026.
Franklin Templeton Inc. reported two direct award transactions by Matthew Nicholls, its Co-President, CFO & COO, dated October 13, 2026: 99,664 common shares at a reported $31.18 per share, and 117,420 shares tied to performance-based restricted stock units. The 117,420 shares relate to units granted during the prior three years. On October 13, 2026, the Compensation Committee certified that the performance criteria for the fiscal year ended September 30, 2026 were achieved, and those shares are scheduled to vest December 1, 2026.
Separately, 439,275 beneficially owned shares represented unvested restricted stock unit awards, excluding the units scheduled to vest December 1, 2026.
Franklin Templeton Inc. Chief Executive Officer Jennifer M. Johnson reported direct grant/award acquisitions of 202,053 shares with a reported per-share amount of $31.18, and 146,521 shares tied to previously granted restricted stock units. The Compensation Committee certified on October 13, 2026 that certain performance criteria for the issuer’s fiscal year ended September 30, 2026 were achieved; the 146,521 shares are scheduled to vest on December 1, 2026.
Other listed positions include 2,637,700 shares through a business limited partnership under Johnson’s control and 216,900 shares through a venture limited partnership for her benefit, partly owned by children’s trusts for which she disclaims beneficial ownership. The summary also lists 605,929 shares held by or as trustee for her children, for which she disclaims beneficial ownership, and 2,739 shares through the Franklin Templeton 401(k) plan, based on a plan statement as of July 10, 2026.
Franklin Templeton Inc. Executive Chairman Gregory E. Johnson reported two direct common-stock award acquisitions on October 13, 2026: 23,814 shares with a reported per-share amount of $31.18, and 22,259 shares from previously granted restricted stock unit awards. The Compensation Committee certified the fiscal 2026 performance criteria for the latter award, and those shares are scheduled to vest on December 1, 2026. Johnson also reported 49,478 unvested restricted stock unit awards, excluding the shares scheduled to vest.
Franklin Templeton Inc. reported that Co-President, Chief Commercial Daniel Gamba acquired 82,025 common shares as an award on October 13, 2026, at a reported $31.18 per share. Afterward, he reported 690,609 shares held directly; 607,121 shares of the beneficially owned amount represented unvested restricted stock units.
Franklin Templeton Inc. Chief Accounting Officer Lindsey Harumi Oshita received an award of 6,495 common shares on October 13, 2026, at a reported price of $31.18 per share. Her reported direct holdings after the award were 32,624 shares, including 14,307 shares representing unvested restricted stock units.