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Franklin Templeton CEO gifts 32,625 shares

After the transfer, the CEO's reported direct holdings were 3,753,930 shares, alongside 638,554 shares held by or for her children.

(Neutral)

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Form Type
4

Rhea-AI Filing Summary

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.

Insider JOHNSON JENNIFER M
Role Chief Executive Officer
Type Security Shares Price Value
Gift Common Stock, par value $.10 F1 32,625 -- --
Gift Common Stock, par value $.10 F1, F2 32,625 -- --
holding Common Stock, par value $.10 F3 -- -- --
holding Common Stock, par value $.10 F4 -- -- --
holding Common Stock, par value $.10 F5 -- -- --
Holdings After Transaction: Common Stock, par value $.10 — 3,753,930.0046 shares (Direct); Common Stock, par value $.10 — 638,554 shares (Indirect, By Children or As Trustee/Manager For Children); Common Stock, par value $.10 — 2,739.1276 shares (Indirect, By 401(k)); Common Stock, par value $.10 — 2,637,700 shares (Indirect, By Business Limited Partnership); Common Stock, par value $.10 — 216,900 shares (Indirect, By Venture Limited Partnership)
Footnotes (5)
  1. F1. Not applicable.
  2. F2. Shares held by Reporting Person's children or by Reporting Person as trustee/manager for her children. Reporting Person disclaims beneficial ownership of such shares.
  3. F3. Reporting Person holds shares in the Franklin Templeton 401(k) Retirement Plan. Information is based on a plan statement as of July 10, 2026.
  4. F4. Business limited partnership under control of Reporting Person.
  5. F5. Limited partnership for the benefit of Reporting Person, and owned in part by irrevocable trusts for the benefit of Reporting Person's children. Reporting Person disclaims beneficial ownership of the children's trusts.
Gift transfer 32,625 shares October 19, 2026
Direct holdings after gift 3,753,930 shares Reported after the October 19, 2026 transaction
Indirect holdings by or for children 638,554 shares Reported after the October 19, 2026 transaction
401(k) Retirement Plan holdings 2,739 shares Based on a plan statement as of July 10, 2026
Business limited partnership holdings 2,637,700 shares Partnership under Johnson's control
Venture limited partnership holdings 216,900 shares Partnership for Johnson's benefit, partly owned by irrevocable trusts for her children
Bona fide gift financial
"Bona fide gift"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
beneficial ownership regulatory
"Reporting Person disclaims beneficial ownership of such shares"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
401(k) Retirement Plan financial
"Franklin Templeton 401(k) Retirement Plan"
limited partnership financial
"Business limited partnership under control of Reporting Person"
A limited partnership is a legal business structure with two types of partners: at least one general partner who runs the business and bears full legal responsibility, and one or more limited partners who contribute money, share profits, and have liability capped at their investment. For investors, it matters because it separates control from financial exposure — like putting money into a store without managing it — and affects how returns, risks, taxes and transferability of ownership are handled.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many BEN shares did Jennifer M. Johnson give?

Jennifer M. Johnson, Franklin Templeton Inc.'s Chief Executive Officer, reported a bona fide gift transfer of 32,625 shares on October 19, 2026, shown as a direct disposition and an indirect acquisition in holdings by or for her children. Her direct balance afterward was 3,753,930 shares; she disclaims beneficial ownership of the child-related shares. No Rule 10b5-1 plan is reported.

What other indirect BEN shares did Jennifer M. Johnson report?

Her reported indirect holdings include 2,739 shares in the Franklin Templeton 401(k) Retirement Plan, based on a plan statement as of July 10, 2026; 2,637,700 shares held by a business limited partnership under her control; and 216,900 shares held by a venture limited partnership for her benefit. The venture partnership is partly owned by irrevocable trusts for her children, and Johnson disclaims beneficial ownership of the children's trusts.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
JOHNSON JENNIFER M

(Last)(First)(Middle)
C/O FRANKLIN TEMPLETON, INC.
ONE FRANKLIN PARKWAY

(Street)
SAN MATEO CALIFORNIA 94403-1906

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
FRANKLIN TEMPLETON INC [ BEN ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
Chief Executive Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
10/19/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock, par value $.1010/19/2026G32,625D(1)3,753,930.0046D
Common Stock, par value $.1010/19/2026G32,625A(1)638,554IBy Children or As Trustee/Manager For Children(2)
Common Stock, par value $.102,739.1276IBy 401(k)(3)
Common Stock, par value $.102,637,700IBy Business Limited Partnership(4)
Common Stock, par value $.10216,900IBy Venture Limited Partnership(5)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Not applicable.
2. Shares held by Reporting Person's children or by Reporting Person as trustee/manager for her children. Reporting Person disclaims beneficial ownership of such shares.
3. Reporting Person holds shares in the Franklin Templeton 401(k) Retirement Plan. Information is based on a plan statement as of July 10, 2026.
4. Business limited partnership under control of Reporting Person.
5. Limited partnership for the benefit of Reporting Person, and owned in part by irrevocable trusts for the benefit of Reporting Person's children. Reporting Person disclaims beneficial ownership of the children's trusts.
/s/ Virginia Rosas, Attorney-in-Fact10/19/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

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