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FC Form 4: CFO Jessica Betjemann receives 2,936-share equity grant

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

  • Incremental insider ownership aligns the CFO’s incentives with shareholder value.

Negative

  • None.

Insights

TL;DR Routine LTIP grant; 2,936 shares to CFO at $0, vesting 2025-2027; negligible market impact.

The award is a standard component of executive compensation and does not involve an open-market purchase or sale. Because the number of shares is immaterial to Franklin Covey’s total shares outstanding, the transaction should not influence liquidity or valuation. Nonetheless, incremental insider ownership can be viewed positively for governance, as it strengthens alignment between the CFO and equity holders. Overall, I classify the filing as neutral from a market-impact perspective.

Insider Betjemann Jessica
Role CFO
Type Security Shares Price Value
Grant/Award Common Shares 2,936 $0.00 --
Holdings After Transaction: Common Shares — 2,936 shares (Direct)
Footnotes (1)
  1. [object Object]
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*
Betjemann Jessica

(Last) (First) (Middle)
2200 WEST PARKWAY BLVD.

(Street)
SALT LAKE CITY UT 84119

(City) (State) (Zip)
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)
CFO
3. Date of Earliest Transaction (Month/Day/Year)
07/11/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 07/11/2025 A 2,936(1) A $0 2,936 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. FY25 LTIP, third vesting Oct 2025, Oct 2026, Oct 2027
Stephanie King, Attorney-in-Fact 07/14/2025
** 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.

FAQ

What insider transaction was reported by Franklin Covey (FC)?

CFO Jessica Betjemann reported the grant of 2,936 common shares on 07/11/2025.

At what price were the 2,936 Franklin Covey shares acquired?

The shares were granted at $0, indicating a compensation award rather than a market purchase.

When does the FY25 LTIP grant to the CFO vest?

The award vests in three equal installments in Oct 2025, Oct 2026, and Oct 2027.

How many Franklin Covey shares does the CFO own after this filing?

Following the transaction, she directly owns 2,936 shares.

Does this Form 4 materially affect Franklin Covey’s share count?

No. The 2,936-share grant is immaterial relative to the company’s total outstanding shares.