Franklin Covey (FC) CFO awarded 2,936 shares under FY25 LTIP

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).

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

Securities Analyst

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 Trade Summary

Grant/Award: 2,936 shares

Grant/Award 1 txn

Insider Betjemann Jessica

Role CFO

Type	Security	Shares	Price	Value
Grant/Award	Common Shares	2,936	$0.00	$0.00

Holdings After Transaction: Common Shares — 2,936 shares (Direct)

Footnotes (1)

1. F1. FY25 LTIP, third vesting Oct 2025, Oct 2026, Oct 2027

FAQ

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

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.

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

Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 07/14/2025 - 07:47 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^*

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.
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