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Franklin Templeton (BEN) Form 4 Filings

BEN NYSE

Every Form 4 that Franklin Templeton, Inc. (BEN) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A Form 4 covers the transactions officers, directors and large holders report, so if you follow BEN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BEN filings page.

Rhea-AI Summary

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.

Rhea-AI 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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI 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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

John Y. Kim, a director of Franklin Templeton Inc. (BEN), reported an acquisition of deferred director-fee units tied to 1,030.7692 underlying common-stock shares on October 1, 2026. The hypothetical investment account is calculated under the 2006 Director Deferred Compensation Plan based on Franklin Resources Inc. stock performance, including reinvested dividends. The transaction lists $32.50 per underlying share and a post-transaction balance of 80,690.9655 underlying-share equivalents. The account is payable in one payment following separation from service.

Rhea-AI Summary

Franklin Templeton Inc. director Karen Matsushima King acquired 1,054 deferred director-fee share-equivalent interests on October 1, 2026, at a reported price of $32.5000 per share; her reported position afterward was 74,192 share-equivalent interests. The interests reflect a hypothetical account calculated using Franklin Resources, Inc. stock performance, including reinvested dividends, and are payable in substantially equal quarterly cash installments over ten years beginning after separation from service. She may transfer the hypothetical account amount to an alternative investment account effective on the first day of any calendar quarter.

Rhea-AI Summary

FRANKLIN RESOURCES INC (BEN) reported that Chief Executive Officer and director Jennifer M. Johnson had 116,053 shares of common stock withheld on August 31, 2026 to pay tax liability related to the vesting of an equity award issued in accordance with Rule 16b-3, at a value of $34.15 per share. After this tax-withholding disposition, she directly held 3,437,981.0046 shares, including 522,126 unvested restricted stock units. She also reported indirect holdings of 2,739.1276 shares through the Franklin Templeton 401(k) Retirement Plan, 2,637,700 shares through a business limited partnership under her control, 605,929 shares held by or for her children for which she disclaims beneficial ownership, and 216,900 shares through a venture limited partnership in which she has a beneficial interest but disclaims beneficial ownership of portions held in children’s trusts.

Rhea-AI Summary

FRANKLIN RESOURCES INC (BEN) Executive Chairman Gregory E. Johnson reported a disposition of 10,568 shares of common stock on August 31, 2026, at $34.15 per share to satisfy tax liability by withholding securities incident to the vesting of an equity award issued under Rule 16b-3. Following this transaction, he holds 2,676,986 shares directly, including 25,664 unvested restricted stock units. He also reports indirect holdings through a 401(k) plan, business and venture limited partnerships he controls, and shares held by his spouse and children, with beneficial ownership of certain family-related holdings disclaimed. No Rule 10b5-1 trading plan is reported.

Rhea-AI Summary

Franklin Resources Inc (BEN) reported that Chief Accounting Officer Lindsey Harumi Oshita had 2,598 shares of common stock withheld on August 31, 2026 to pay tax liabilities related to vesting equity awards, at a reference value of $34.15 per share.

After this tax-withholding disposition, Oshita directly beneficially owned 26,129.4565 shares of common stock, including 7,812 shares represented by unvested restricted stock units. No transactions were reported under a Rule 10b5-1 trading plan.

Rhea-AI Summary

FRANKLIN RESOURCES INC (BEN) reported that officer Matthew Nicholls had 61,533 shares of common stock withheld on August 31, 2026 to pay tax liabilities related to vesting equity under Rule 16b-3, at a reported value of $34.15 per share. After this tax-withholding disposition, he beneficially owns 717,264 shares, including 339,611 unvested restricted stock units. No Rule 10b5-1 trading plan is reported.

Rhea-AI Summary

FRANKLIN RESOURCES INC (BEN) reported that executive vice president and general counsel Thomas C. Merchant had 9,807 shares of common stock withheld on August 31, 2026 to satisfy tax liability upon the vesting of an equity award issued under Rule 16b-3. After this tax-withholding disposition, he beneficially owns 82,805 shares, including 21,887 unvested restricted stock units, all held directly. No Rule 10b5-1 trading plan is reported for this transaction.

Rhea-AI Summary

FRANKLIN RESOURCES INC (BEN) reported that officer Terrence Murphy, Co‑President, Public Markets, had 25,125 shares of common stock withheld on August 31, 2026 to pay tax liabilities arising from the vesting of equity awards. The shares were valued at $34.15 per share for this tax-withholding transaction, leaving him with 390,884 shares beneficially owned, including 297,698 unvested restricted stock units. No Rule 10b5‑1 trading plan is reported for this transaction.

Rhea-AI Summary

FRANKLIN RESOURCES INC (BEN) reported that Co-President and Chief Commercial officer Daniel Gamba had 64,136 shares of common stock withheld on August 31, 2026 to pay tax liabilities arising from the vesting of an equity award issued under Rule 16b-3. The shares were valued at $34.15 per share for this tax-withholding transaction. After this event, Gamba beneficially owned 608,584 shares in total, including 525,096 shares represented by unvested restricted stock units. No Rule 10b5-1 trading plan is reported for this transaction.

Rhea-AI Summary

Murphy Terrence reported acquisition or exercise transactions in this Form 4 filing.

FRANKLIN RESOURCES INC Co-President, Public Markets Terrence Murphy received a grant of 229,850 shares of common stock on 2026-07-21 at $32.63 per share. Following this award, he beneficially owned 416,009 shares, of which 360,381 represent unvested restricted stock unit awards.

Rhea-AI Summary

Nicholls Matthew reported acquisition or exercise transactions in this Form 4 filing.

Matthew Nicholls, Co-President, CFO & COO of Franklin Resources, received a grant of 229,850 shares of common stock on July 21, 2026 at $32.63 per share. After this award, he directly beneficially owns 778,797 shares, including 450,879 unvested restricted stock units.

Rhea-AI Summary

Gamba Daniel reported acquisition or exercise transactions in this Form 4 filing.

Franklin Resources Inc. reported that Co-President and Chief Commercial Officer Daniel Gamba received a grant of 229,850 shares of common stock on July 21, 2026 at a reported value of $32.63 per share. Following this award, he beneficially owns 672,720 shares, all in unvested restricted stock unit awards.

Rhea-AI Summary

JOHNSON JENNIFER M reported acquisition or exercise transactions in this Form 4 filing.

Franklin Resources reports that Chief Executive Officer Jennifer M. Johnson received a grant of 229,850 shares of common stock on July 21, 2026 at $32.63 per share. After this award she directly holds 3,554,034.0046 shares, including 817,049 unvested restricted stock units, plus additional indirect holdings via a 401(k), partnerships and children’s trusts, some of which she disclaims beneficial ownership.

Rhea-AI Summary

Franklin Resources, Inc., identified as an affiliate of the investment adviser to Clarion Partners Real Estate Income Fund Inc., reported selling 1,682,905.226 Class I shares of common stock at $11.29 per share on July 20, 2026. After this sale, it held 5,103,657.501 shares across four share classes: 93,328.969 Class S, 5,232.408 Class T, 5,250.651 Class D and 4,999,845.473 Class I.

Rhea-AI Summary

Franklin Resources director Karen Matsushima King reported a grant of deferred director’s fees tied to the company’s stock performance. On this Form 4, she acquired 1,005.5784 units of Deferred Director's Fees (FRI), based on a reference price of $34.0600 per unit, as a compensation award rather than an open-market purchase.

Each unit represents a hypothetical investment account linked to Franklin Resources stock, including reinvested dividends, and is payable in cash over time under the 2006 Directors Deferred Compensation Plan. Following this grant, her deferred units balance increased to 72,434.9791. The account is scheduled to pay substantially equal quarterly cash installments over ten years beginning after her separation from service, with an indicated expiration date of January 20, 2058.

Rhea-AI Summary

Kim John Y reported acquisition or exercise transactions in this Form 4 filing.

Franklin Resources director John Y. Kim received a grant of 983.5585 units of Deferred Director's Fees (FRI), based on a reference price of $34.06 per unit. These units track the performance of Franklin Resources stock, including reinvested dividends, in a hypothetical investment account under the 2006 Director Deferred Compensation Plan.

The deferred amount is payable in a single payment after his separation from service with Franklin Resources and its subsidiaries. Following this award, Kim holds a total of 78,892.7327 deferred fee units linked to the company’s common stock, with exercisable and expiration dates currently set to April 20, 2036, assuming separation timing described in the plan.

Rhea-AI Summary

King Karen Matsushima reported acquisition or exercise transactions in this Form 4 filing.

Franklin Resources director Karen Matsushima King received a compensation-related award of deferred director’s fees tied to company stock. The award covers 83.7802 units of Deferred Director's Fees (FRI) valued at $29.84 per unit, linked to Franklin Resources common stock performance including reinvested dividends.

These deferred fees represent a hypothetical investment account payable in cash in substantially equal quarterly installments over ten years. Payments begin after the director’s separation from service, starting on the first January 20, April 20, July 20 or October 20 following separation and continuing on those dates thereafter. The award is exercisable based on an assumed separation timing and carries an expiration date of January 20, 2058.

Rhea-AI Summary

Franklin Resources, Inc., an affiliate of the investment adviser to Clarion Partners Real Estate Income Fund Inc., reported an open-market sale of 1,672,535.211 shares of Common Stock on April 20, 2026 at $11.36 per share.

After this transaction, Franklin Resources, Inc. directly held an aggregate of 6,786,562.727 shares across four share classes, including Class S, Class T, Class D and Class I shares, as described in the footnotes.

Rhea-AI Summary

Franklin Resources, Inc., a 10% owner of Clarion Partners Real Estate Income Fund Inc., reported internal share-class rebalancing on Common Stock. On April 16, 2026, Franklin Resources redeemed 88,028.169 Class I Shares and purchased 88,105.727 Class S Shares to maintain capitalization and liquidity in Class S following an investor’s shift out of that class. After these moves, Franklin Resources held an aggregate 8,459,020.38 shares across four classes, including Class S, Class T, Class D and Class I Shares, indicating a structural adjustment rather than a net increase or decrease in overall fund exposure.

Rhea-AI Summary

Franklin Resources director John Y. Kim received 1,420.0932 units of Deferred Director's Fees tied to the company’s stock value as compensation. The award is based on a reference price of $23.59 per unit and tracks Franklin Resources’ stock performance with reinvested dividends in a hypothetical investment account.

These deferred fees are payable in a single payment after his separation from service and have exercise and expiration mechanics tied to an assumed retirement timing. Following this grant, Kim holds a total of 76,909.1188 deferred fee units, and the transaction does not involve any open-market buying or selling of shares.

Rhea-AI Summary

Franklin Resources director Karen Matsushima King reported an acquisition of 1,451.8864 units of Deferred Director's Fees, tied to Franklin Resources stock at a reference price of $23.59. Following this grant, her deferred fee balance linked to common stock totals 70,431.7959 units.

These awards are part of the 2006 Directors Deferred Compensation Plan and represent a hypothetical investment account based on stock performance, including reinvested dividends. The balance is payable in cash in substantially equal quarterly installments over ten years after she separates from service, beginning on specified January, April, July, or October payment dates.

Rhea-AI Summary

Franklin Resources reported an insider share purchase by one of its directors. On 02/03/2026, the director acquired 7,593 shares of Franklin Resources common stock at a price of $27 per share. After this transaction, the director directly owned 47,152 shares.

This Form 4/A is described as an administrative amendment made solely to correct the transaction date, with no other changes to the previously reported information.

Rhea-AI Summary

Franklin Resources director Geoffrey Y. Yang reported acquiring 7,593 shares of the company’s common stock on February 3, 2026, at a price of $27 per share. Following this transaction, Yang directly beneficially owns 74,064 shares of Franklin Resources common stock.

Rhea-AI Summary

Franklin Resources director Seth H. Waugh reported an increase in his deferred compensation tied to company stock. On 02/03/2026, he acquired 7,592.5926 units of Deferred Director's Fees (FRI) at $27 per unit, a derivative security linked to Franklin Resources, Inc. common stock.

After this transaction, Waugh beneficially owned 46,008.515 derivative units on a direct basis. The position represents a hypothetical investment account under the 2006 Director Deferred Compensation Plan, based on Franklin Resources’ stock performance with reinvested dividends, and is payable in a single payment after his separation from service.

Rhea-AI Summary

Franklin Resources director Alexander S. Friedman reported an automatic credit of deferred director fees tied to the company’s stock. On February 3, 2026, he acquired 7,592.5926 units of deferred director’s fee equivalents at $27 each, bringing his total hypothetical deferred account to 46,008.515 units.

These deferred fees are tracked based on Franklin Resources’ stock performance, including reinvested dividends, and are scheduled to be paid in a single lump sum after his separation from service.

Rhea-AI Summary

Franklin Resources director Karen Matsushima King reported a Form 4 showing additional deferred director fees tied to company stock performance. On 02/03/2026, she acquired 7,592.5926 derivative units labeled "Deferred Director's Fees (FRI)" at $27 each, bringing her total to 68,979.9095 derivative units.

These units represent a hypothetical investment account under Franklin Resources' 2006 Directors Deferred Compensation Plan. The value is based on Franklin Resources stock, including reinvested dividends, but is payable in cash in equal quarterly installments over ten years after she separates from service, with an expiration date of 01/20/2058.

Rhea-AI Summary

Franklin Resources director Kim John Y reported an increase in deferred compensation tied to the company’s stock. On 02/03/2026, the director acquired 7,592.5926 units of a derivative security labeled "Deferred Director's Fees (FRI)" at $27 per unit. After this transaction, the director held 75,489.0256 derivative units on a direct basis.

The filing explains that these units represent a hypothetical investment account under the 2006 Director Deferred Compensation Plan, tracking the performance of Franklin Resources, Inc. stock, including reinvested dividends. Amounts are payable in one lump sum after the director’s separation from service, with exercisability and expiration based on an assumed separation in the February following the director’s 75th birthday. The director may reallocate the hypothetical account into alternative, non–stock-based investment options effective on the first day of any calendar quarter.

Rhea-AI Summary

Franklin Resources director John W. Thiel acquired 7,593 shares of the company’s common stock on February 3, 2026 at a price of $27.00 per share. Following this transaction, he directly owns 40,792 shares of Franklin Resources common stock.

Rhea-AI Summary

Franklin Resources director Anthony Noto reported acquiring 7,593 shares of the company’s common stock at $27 per share on February 4, 2026. Following this transaction, he beneficially owns 47,152 shares of Franklin Resources stock in direct ownership.

Rhea-AI Summary

Franklin Resources director Mariann H. Byerwalter reported an indirect acquisition of common stock through a revocable family trust. On February 3, 2026, the trust acquired 7,593 shares of Franklin Resources common stock at $27 per share in a single transaction coded as an acquisition. Following this transaction, the trust beneficially owns 34,781 shares, with Byerwalter serving as sole trustee holding both voting and investment power over these shares.

Rhea-AI Summary

Franklin Resources, Inc., as an affiliate investment adviser to Franklin BSP Lending Fund, reported buying common shares of the fund. On January 29, 2026, it purchased 75,000 Class I Common Shares at $10 per share and now directly holds 75,000 shares after the transaction.

Rhea-AI Summary

Franklin Resources, Inc., a more than 10% owner and affiliate of the investment adviser to Clarion Partners Real Estate Income Fund Inc., reported selling 1,581,722.32 shares of common stock on January 14, 2026 at a price of $11.38 per share. After this sale, Franklin Resources beneficially owns a total of 8,459,020.38 shares across four share classes, including Class S, Class T, Class D and Class I shares. The filing indicates these holdings remain directly owned by Franklin Resources and reflect its continuing large ownership position in the fund.

Rhea-AI Summary

Franklin Resources, Inc. director Karen Matsushima King reported an acquisition of deferred director compensation tied to the company’s stock. On 01/11/2026, she acquired 97.4279 derivative securities labeled “Deferred Director’s Fees (FRI)” at a reference price of $25.66 per underlying share, bringing her total beneficially owned derivative securities of this type to 61,387.3169, held directly.

These deferred fees represent a hypothetical investment account under the 2006 Directors Deferred Compensation Plan, based on the performance of Franklin Resources’ stock, including reinvested dividends. The account is payable in cash in substantially equal quarterly installments over ten years after she separates from service, with an expiration date of 01/20/2058 as described in the plan terms.

Rhea-AI Summary

Franklin Resources, Inc. Chief Executive Officer and director Jennifer M. Johnson reported equity ownership changes dated January 5, 2026. One line item shows a transaction coded "G" for 6,272 shares of common stock at a price of $0.0000 per share, after which she directly held 3,324,184.0046 shares.

A separate entry, also coded "G", reflects 3,920 shares at $0.0000 per share in an indirect account described as "By Children or As Trustee For Children," with 605,929 shares indirectly held afterward; she disclaims beneficial ownership of these children’s shares. Additional indirect holdings include 2,642.5854 shares in the Franklin Templeton 401(k) Retirement Plan based on an October 10, 2025 statement, 2,637,700 shares through a business limited partnership under her control, and 216,900 shares through a venture limited partnership partly owned by trusts for her children, where she disclaims beneficial ownership of the children’s trusts.

Rhea-AI Summary

Franklin Resources Inc. director reports deferred fee award tied to stock performance. On 01/02/2026, the director acquired 1,407.563 units of Deferred Director's Fees under the company's 2006 Director Deferred Compensation Plan. Each unit is linked to the performance of Franklin Resources common stock, including reinvested dividends, and is payable in a lump sum after the director's separation from service.

The units are shown as exercisable and expiring on 04/20/2036, based on an assumption that separation occurs in the February following the director's 75th birthday. Following this transaction, the director beneficially holds 67,052.2113 deferred fee units on a direct basis, representing a hypothetical investment account that can be reallocated to other permitted investment accounts.

Rhea-AI Summary

Franklin Resources Inc. director reported a new deferred compensation transaction. On 01/02/2026, the director acquired 1,439.0756 deferred director’s fee units under the company’s 2006 Directors Deferred Compensation Plan at a reference price of $23.8 per unit, each linked to an equal number of shares of common stock.

After this transaction, the director beneficially owned 60,529.9517 such derivative securities on a direct basis. These amounts are held in a hypothetical investment account tied to Franklin Resources’ stock performance (including reinvested dividends) and are payable in cash in substantially equal quarterly installments over ten years, beginning after the director’s separation from service based on specified January 20, April 20, July 20 or October 20 payment dates. The expiration date disclosed for this award is 01/20/2058.

Rhea-AI Summary

Franklin Resources Inc. Chief Executive Officer and Director reported changes in her beneficial ownership of the company’s common stock. On 12/26/2025, transactions coded “G” were reported involving common stock with par value $0.10 per share. Following these transactions, she directly owned 3,330,456.0046 shares of Franklin Resources common stock. She also indirectly owned 602,009 shares through her children or as trustee for her children, 2,642.5854 shares through the Franklin Templeton 401(k) Retirement Plan, 2,637,700 shares through a business limited partnership under her control, and 216,900 shares through a venture limited partnership for her benefit and partially for irrevocable trusts for her children.

Rhea-AI Summary

Franklin Resources, Inc. disclosed that a director and executive chairman, filing individually, reported several gifts of common stock on December 26, 2025. The reporting person transferred 1,272 shares of common stock directly, 2,544 shares held for children, and 1,272 shares held by a spouse, all coded as gifts. After these transactions, the filing shows 2,687,554 shares of common stock held directly, 254,959 shares held for children, and 27,716 shares held by a spouse, along with additional indirect holdings through a 401(k) plan and two limited partnerships. The reporting person disclaims beneficial ownership of shares held by children, certain trusts for children, and the spouse’s holdings.

Rhea-AI Summary

Franklin Resources, Inc. insider reporting as a director and 10% owner disclosed a transaction in the company’s common stock on 12/26/2025, coded "G" in the SEC form. The filing shows that 25,440 shares of common stock with par value $0.10 were disposed of in this transaction. Following the activity, the reporting person directly beneficially owned 90,108,421 shares of Franklin Resources common stock.

The form also lists indirect holdings, including 25,108.0143 shares held through the Franklin Templeton 401(k) Retirement Plan, based on a plan statement as of October 10, 2025, and 4,059,651 shares held through an IRA. The filing is made by one reporting person and indicates that the transaction was not reported as part of a group filing.

Rhea-AI Summary

Franklin Resources Inc3,816 shares of common stock on 12/17/2025, identified with transaction code G. Following this transaction, the insider directly beneficially owned 90,133,861 shares of common stock. The filing also notes indirect holdings of 25,108.0143 shares through the Franklin Templeton 401(k) Retirement Plan, based on a plan statement as of October 10, 2025, and 4,059,651 shares held indirectly through an IRA.

Rhea-AI Summary

Franklin Resources, Inc. Chief Executive Officer and director reported an insider transaction involving company common stock. On 12/01/2025, 42,603 shares of Franklin Resources common stock were withheld at a price of $22.54 per share to cover tax liabilities related to the vesting of an equity award issued under Rule 16b-3. After this transaction, the reporting person directly beneficially owns 3,329,184.0046 shares of common stock, in addition to indirect holdings. These include 2,642.5854 shares held in the Franklin Templeton 401(k) Retirement Plan as of October 10, 2025, 2,637,700 shares held through a business limited partnership under her control, 595,649 shares held by or for her children (for which she disclaims beneficial ownership), and 216,900 shares held through a venture limited partnership that includes irrevocable trusts for her children. Of the total beneficially owned securities, 587,199 shares represent unvested restricted stock unit awards.