Franklin Covey Co SEC Filings

Franklin Covey Co. (NYSE: FC) – Form 4 insider filing

Chief Operating Officer Colleen D. Dom reported the acquisition of 1,526 common shares on 11-Jul-2025. The shares were received at $0.00 per share under the company’s FY25 long-term incentive plan (LTIP), which is scheduled to vest in three tranches during Oct 2025, Oct 2026, and Oct 2027. Following the grant, Dom’s direct beneficial ownership increased to 57,510 common shares. No derivative securities were involved and no sales were disclosed.

The filing signals continued equity alignment between the COO and shareholders, but the size of the grant (~1.5k shares) is modest relative to Franklin Covey’s average daily trading volume and total shares outstanding, suggesting limited market impact.

Franklin Covey Co. (NYSE: FC) – Form 4 insider filing

President of the Enterprise Division, Jennifer C. Colosimo, reported the acquisition of 1,831 common shares on 11 Jul 2025. The transaction was coded “A,” indicating an award or grant, and was executed at $0.00 per share in connection with the company’s FY25 Long-Term Incentive Plan, which vests in three tranches (Oct 2025, Oct 2026, Oct 2027). Following the grant, Colosimo’s direct holding increases to 37,336 shares. No derivative securities or open-market purchases were disclosed.

The filing represents a routine equity incentive grant rather than a market purchase, so cash was not exchanged and dilution is negligible relative to Franklin Covey’s total shares outstanding.

Franklin Covey Co. (FC) – Form 4 insider filing

CEO and Director Paul S. Walker reported an equity transaction dated 07/11/2025.

• Type of security: Common Shares granted under the FY25 Long-Term Incentive Plan (LTIP).
• Shares acquired: 9,914 at an indicated price of $0, reflecting a stock award rather than an open-market purchase.
• Post-transaction holding: 108,213 directly owned common shares.
• Vesting schedule note: Award vests in three equal tranches in Oct 2025, Oct 2026 and Oct 2027.

No derivative securities were reported. The filing was signed by Attorney-in-Fact Stephanie King on 07/14/2025.

The transaction modestly increases insider ownership but does not involve cash outlay, suggesting routine compensation rather than a discretionary investment signal.

Franklin Covey Co. (NYSE: FC) – Form 4 filing dated 14 July 2025

Chief Accounting Officer Anthony D. Hatch reported an acquisition of 855 Franklin Covey common shares on 11 July 2025. The shares were received at $0.00 per share, indicating a long-term incentive plan (FY25 LTIP) award rather than an open-market purchase. Following the grant, Hatch’s direct beneficial ownership increased to 11,507 shares.

• No derivative securities were reported.
• The award will vest in three tranches in October 2025, 2026 and 2027.
• The filing was submitted by attorney-in-fact Stephanie King.

The transaction modestly increases insider equity alignment but is immaterial to share count or trading volume and does not imply management’s view on valuation.

Franklin Covey Co. (FC) – Form 4 insider transaction

On 07/11/2025, Chief Financial Officer Jessica Betjemann reported the award of 2,936 common shares at a price of $0 under the company’s FY25 Long-Term Incentive Plan (LTIP). According to the footnote, the grant vests in three equal tranches scheduled for October 2025, October 2026, and October 2027.

After this transaction, Ms. Betjemann directly holds 2,936 Franklin Covey shares. No derivative securities were reported. The filing represents a routine equity-based compensation event, modest in size relative to the company’s share count, but it does slightly increase insider ownership and further aligns the CFO’s interests with shareholders.

Franklin Covey Co. (NYSE: FC) – Form 4 insider transaction

On 11 July 2025, Michael Sean Merrill Covey, President of the company’s Education Division, reported the acquisition of 2,136 common shares of Franklin Covey Co. under the FY25 Long-Term Incentive Plan (LTIP). The filing lists the transaction code as “A,” indicating an acquisition, and discloses a transaction price of $0.00, confirming these are equity awards rather than open-market purchases. Following the grant, the executive’s direct beneficial ownership stands at 229,636 common shares.

The accompanying footnote states that the FY25 LTIP award vests in three equal tranches scheduled for October 2025, October 2026 and October 2027. No derivative securities were reported in Table II, and no dispositions or sales were disclosed.

• Insider role: Officer—President, Education Division
• Filing party: Form filed by one reporting person
• Nature of acquisition: Equity grant under the company’s LTIP (no cash outlay)
• Post-transaction ownership: 229,636 common shares held directly

No other transactions, sales, or amendments were included in this Form 4.

Franklin Covey (NYSE: FC), a leader in organizational performance improvement, has announced the scheduling of its Q3 fiscal 2025 earnings conference call. The call will take place on July 2, 2025, at 5:00 p.m. ET (3:00 p.m. MT).

Key details of the announcement include:

• Financial results will be released after market close on July 2, 2025
• Investors can access the call through a live webcast or telephone participation
• Telephone participants must pre-register and can choose between dialing in with a PIN or receiving an automated callback
• Conference call replay will be available on the company's website for at least 30 days

This 8-K filing represents a routine announcement of quarterly earnings timing and does not contain any material changes to the company's business operations or financial position.