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Franklin Templeton CEO awarded 202,053 shares

The CEO’s 146,521 performance-based RSU shares are scheduled to vest December 1, 2026, after the committee certified certain fiscal 2026 criteria were achieved.

(Very High)

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Form Type
4

Rhea-AI Filing Summary

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.

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Insider JOHNSON JENNIFER M
Role Chief Executive Officer
Type Security Shares Price Value
Grant/Award Common Stock, par value $.10 202,053 $31.18 $6.30M
Grant/Award Common Stock, par value $.10 F1, F2, F3 146,521 -- --
holding Common Stock, par value $.10 F4 -- -- --
holding Common Stock, par value $.10 F5 -- -- --
holding Common Stock, par value $.10 F6 -- -- --
holding Common Stock, par value $.10 F7 -- -- --
Holdings After Transaction: Common Stock, par value $.10 — 3,786,555.0046 shares (Direct); 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 — 605,929 shares (Indirect, By Children or As Trustee For Children); Common Stock, par value $.10 — 216,900 shares (Indirect, By Venture Limited Partnership)
Footnotes (7)
  1. F1. During prior three years, the Reporting Person was granted certain restricted stock units subject to vesting over a three-year period based upon satisfaction of certain performance criteria. On October 13, 2026, the Issuer's Compensation Committee certified that certain performance criteria with respect to the Issuer's fiscal year ended September 30, 2026 were achieved, and therefore the amount of shares reported in Column 4 are scheduled to vest on December 1, 2026.
  2. F2. Not applicable.
  3. F3. Of the amount of securities beneficially owned, 724,179 shares represent unvested restricted stock unit awards (which excludes the unvested restricted stock units scheduled to vest on December 1, 2026 as reported in Footnote 1).
  4. F4. Reporting Person holds shares in the Franklin Templeton 401(k) Retirement Plan. Information is based on a plan statement as of July 10, 2026.
  5. F5. Business limited partnership under control of Reporting Person.
  6. F6. Shares held by Reporting Person's children or by Reporting Person as trustee for her children. Reporting Person disclaims beneficial ownership of such shares.
  7. F7. 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.
Direct shares acquired 202,053 shares Grant/award acquisition reported October 13, 2026
Reported per-share amount $31.18 per share 202,053-share grant/award acquisition reported October 13, 2026
Shares scheduled to vest 146,521 shares Previously granted restricted stock units; scheduled to vest December 1, 2026
Unvested restricted stock unit awards 724,179 shares Excludes unvested restricted stock units scheduled to vest December 1, 2026
Business limited partnership shares 2,637,700 shares Indirect holding through a partnership under Johnson’s control
Venture limited partnership shares 216,900 shares Indirect holding through a partnership for Johnson’s benefit, partly owned by children’s trusts
Shares held by or for children 605,929 shares Johnson disclaims beneficial ownership
401(k) plan shares 2,739 shares Based on a plan statement as of July 10, 2026
restricted stock units financial
"granted certain restricted stock units subject to vesting over a three-year period"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
vesting financial
"shares reported in Column 4 are scheduled to vest on December 1, 2026"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
performance criteria financial
"performance criteria with respect to the Issuer's fiscal year ended September 30, 2026"
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.

FAQ

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

What stock awards did BEN CEO Jennifer M. Johnson report?

Jennifer M. Johnson reported a direct grant/award acquisition of 202,053 shares with a reported per-share amount of $31.18, plus 146,521 shares tied to previously granted restricted stock units. The 146,521 shares were scheduled to vest on December 1, 2026.

When are Jennifer M. Johnson’s performance-based restricted stock units scheduled to vest?

The 146,521 shares were scheduled to vest on December 1, 2026, after the Compensation Committee certified on October 13, 2026 that certain performance criteria for the issuer’s fiscal year ended September 30, 2026 were achieved.

How many unvested restricted stock unit awards did Jennifer M. Johnson report?

724,179 shares represented unvested restricted stock unit awards. That amount excludes the unvested restricted stock units scheduled to vest on December 1, 2026.

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)
10/13/2026
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 $.1010/13/2026A202,053A$31.183,640,034.0046D
Common Stock, par value $.1010/13/2026A146,521(1)A(2)3,786,555.0046(3)D
Common Stock, par value $.102,739.1276IBy 401(k)(4)
Common Stock, par value $.102,637,700IBy Business Limited Partnership(5)
Common Stock, par value $.10605,929IBy Children or As Trustee For Children(6)
Common Stock, par value $.10216,900IBy Venture Limited Partnership(7)
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. During prior three years, the Reporting Person was granted certain restricted stock units subject to vesting over a three-year period based upon satisfaction of certain performance criteria. On October 13, 2026, the Issuer's Compensation Committee certified that certain performance criteria with respect to the Issuer's fiscal year ended September 30, 2026 were achieved, and therefore the amount of shares reported in Column 4 are scheduled to vest on December 1, 2026.
2. Not applicable.
3. Of the amount of securities beneficially owned, 724,179 shares represent unvested restricted stock unit awards (which excludes the unvested restricted stock units scheduled to vest on December 1, 2026 as reported in Footnote 1).
4. Reporting Person holds shares in the Franklin Templeton 401(k) Retirement Plan. Information is based on a plan statement as of July 10, 2026.
5. Business limited partnership under control of Reporting Person.
6. Shares held by Reporting Person's children or by Reporting Person as trustee for her children. Reporting Person disclaims beneficial ownership of such shares.
7. 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-Fact10/15/2026
** 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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