Franklin Covey director gifts 26,258 shares

Franklin Covey director Robert A. Whitman reported a bona fide gift of 26,258 common shares.

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Form Type

Rhea-AI Filing Summary

Franklin Covey director Robert A. Whitman reported a bona fide gift of 26,258 common shares. The transaction took place on April 7, 2026 at a reported price of $0.00 per share, reflecting that this was a charitable or personal transfer rather than a market sale.

After the gift, Whitman directly owns 681,719 common shares of Franklin Covey Co., indicating he remains a significant shareholder. Because this was a gift, it does not represent an open-market sale and provides limited insight into his view of the company’s stock.

Insider Trade Summary

26,258 shares gifted

Gift 1 txn

Insider WHITMAN ROBERT A

Role Director

Type	Security	Shares	Price	Value
Gift	Common shares	26,258	$0.00	$0.00

Holdings After Transaction: Common shares — 681,719 shares (Direct)

Key Figures

Shares gifted: 26,258 shares Gift price per share: $0.00 per share Shares owned after transaction: 681,719 shares

3 metrics

Shares gifted 26,258 shares Bona fide gift on April 7, 2026

Gift price per share $0.00 per share Reported transaction price for gifted shares

Shares owned after transaction 681,719 shares Direct holdings following the gift

Key Terms

bona fide gift, Form 4, Common shares

3 terms

bona fide gift financial

"The transaction code is described as a 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.

Form 4 regulatory

"INSIDER FILING DATA (Form 4):"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

Common shares financial

"security_title": "Common shares""

Common shares are the basic units of ownership in a company that give holders a claim on profits and a right to vote on key matters, like electing the board. Think of them as membership cards in a club: they let you share in successes and losses, but in a bankruptcy or liquidation they are paid after creditors and preferred shareholders, so their value can swing more and matters for assessing risk and potential return.

FAQ

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

What did Franklin Covey (FC) director Robert A. Whitman report in this Form 4?

Robert A. Whitman reported a bona fide gift of 26,258 Franklin Covey common shares. The transaction involved no sale proceeds and reflects a personal or charitable transfer, not a market trade, while he continues to hold a substantial share position.

How many Franklin Covey (FC) shares did Whitman gift and on what date?

Whitman gifted 26,258 common shares of Franklin Covey on April 7, 2026. The Form 4 lists the transaction price as $0.00 per share, consistent with a bona fide gift classification rather than a traditional buy or sell transaction.

How many Franklin Covey (FC) shares does Robert A. Whitman hold after the gift?

Following the reported gift, Whitman directly owns 681,719 Franklin Covey common shares. This post-transaction holding indicates he remains a large shareholder in the company, even after transferring a block of stock as a bona fide gift.

Was the Franklin Covey (FC) transaction by Robert A. Whitman a sale on the open market?

No, the transaction is classified as a bona fide gift, not an open-market sale. The Form 4 shows a transaction price of $0.00 per share, indicating a transfer of shares without consideration, such as a charitable or personal stock gift.

Does Robert A. Whitman’s Franklin Covey (FC) stock gift signal a change in his ownership stance?

The filing shows Whitman gifted 26,258 shares but still holds 681,719 shares. Because this was a bona fide gift with no proceeds, it primarily reflects personal estate or charitable planning rather than a clear change in his investment view.

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

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Accepted by SEC EDGAR 04/08/2026 - 02:35 PM EDT

SEC Form 4

FORM 4

UNITED 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^*

WHITMAN ROBERT A

(Last)

(First)

(Middle)

4200 TEXAS COMMERCE TOWER WEST

2200 ROSS AVE

(Street)

DALLAS

TEXAS

75201

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
FRANKLIN COVEY CO [ FC ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/07/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common shares	04/07/2026		G		26,258	D	$0	681,719	D

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

	/s/ Stephanie King, Attorney-in-Fact	04/08/2026
	** Signature of Reporting Person	Date
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)

Source: View Original Filing on SEC EDGAR