Franklin Covey CAO uses 306 shares for taxes

Franklin Covey’s chief accounting officer had shares withheld to cover equity award costs under the 2024 LTIP, leaving him with 13,664 common shares.

Rhea-AI Filing Summary

FRANKLIN COVEY CO (FC) reports that Anthony Derek Hatch, its CAO, Controller and Treasurer, had 306 common shares disposed of on September 2, 2026 as a payment of exercise price or tax liability by delivering or withholding securities in connection with the 2024 LTIP. Following this transaction, he holds 13,664 common shares directly. No Rule 10b5-1 trading plan is reported.

Insider Trade Summary

Exercise Price or Tax Liability: 306 shares

Exercise Price or Tax Liability 1 txn

Insider Hatch Anthony Derek

Role CAO, Controller and Treasurer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	common shares F1	306	$20.35	$6K

Holdings After Transaction: common shares — 13,664 shares (Direct)

Footnotes (1)

1. F1. 2024 LTIP

Key Figures

Shares delivered/withheld: 306 shares Per-share value: $20.35 per share Post-transaction holdings: 13,664 shares

3 metrics

Shares delivered/withheld 306 shares Common shares used to pay exercise price or tax liability on September 2, 2026

Per-share value $20.35 per share Value reported for the 306 common shares disposed of

Post-transaction holdings 13,664 shares Common shares directly owned by Anthony Derek Hatch after the transaction

Key Terms

Payment of exercise price or tax liability, 2024 LTIP, common shares

3 terms

Payment of exercise price or tax liability financial

"described as payment of exercise price or tax liability by delivering"

2024 LTIP financial

"306 common shares ... in connection with the 2024 LTIP"

common shares financial

"306 common shares disposed of on September 2, 2026"

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

What insider transaction did FRANKLIN COVEY CO (FC) report for Anthony Derek Hatch?

Anthony Derek Hatch had 306 common shares disposed of on September 2, 2026 as payment of exercise price or tax liability by delivering or withholding securities related to the 2024 LTIP, leaving him with 13,664 common shares held directly.

Was the FRANKLIN COVEY CO (FC) Form 4 transaction a market sale or a tax/exercise payment?

The Form 4 reports a Code F transaction, described as payment of exercise price or tax liability by delivering or withholding securities, not an open-market sale. It relates to awards under the company’s 2024 LTIP.

How many FRANKLIN COVEY CO (FC) shares does Anthony Derek Hatch own after this Form 4?

After the reported transaction, Anthony Derek Hatch directly owns 13,664 common shares of FRANKLIN COVEY CO. This figure is reported as his total direct holdings following the September 2, 2026 disposition.

What price per share is associated with the FRANKLIN COVEY CO (FC) Form 4 transaction?

The Form 4 lists a value of $20.35 per common share for the 306 shares delivered or withheld to pay the exercise price or tax liability tied to an award under the 2024 LTIP.

Was the FRANKLIN COVEY CO (FC) insider transaction made under a Rule 10b5-1 plan?

No. The filing indicates that the Rule 10b5-1 checkbox is not marked, so no Rule 10b5-1 trading plan is reported for this September 2, 2026 transaction by Anthony Derek Hatch.

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

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Available on EDGAR 09/03/2026 - 07:31 PM Accepted by SEC EDGAR 09/03/2026 - 07:31 PM Learn about SEC filing dates

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^*

Hatch Anthony Derek

(Last) (First) (Middle)

C/O FRANKLIN COVEY CO.

13907 S. MINUTEMAN DRIVE, SUITE 500

(Street)

DRAPER UTAH 84020

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	CAO, Controller and Treasurer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/02/2026

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)
			Code	V	Amount	(A) or (D)	Price
common shares	09/02/2026		F		306(1)	D	$20.35	13,664	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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. 2024 LTIP

	/s/ Stephanie King, Attorney-in-Fact	09/03/2026
	** 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)