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AllianceBernstein L.P. has filed an amended Schedule 13G reporting beneficial ownership of 1,143,853 shares of Franklin Covey Co common stock, representing 9.5% of the class as of 12/31/2025. These shares are held in discretionary investment advisory accounts for clients.
AllianceBernstein has sole voting power over 1,088,347 shares and sole dispositive power over 1,143,853 shares, with no shared voting or dispositive power. The filing states the position was acquired and is held in the ordinary course of business and not for the purpose of changing or influencing control of Franklin Covey.
Franklin Covey director Robert A. Whitman reported a transfer of 4,834 common shares on January 29, 2026. The transaction, coded "G," was recorded at a price of $0 per share. After this change, he directly beneficially owns 707,977 common shares of Franklin Covey.
Franklin Covey director Nancy R. Phillips received 5,778 common shares of the company on January 23, 2026, at a price of $0 per share. This acquisition increased her directly held stake to 20,951 common shares following the transaction. The filing characterizes the transaction as an acquisition rather than a sale, and all reported shares are held directly in her name.
Franklin Covey director reports share acquisition. Director Efrain Rivera reported acquiring 5,778 Franklin Covey common shares on January 23, 2026 in a transaction coded as an acquisition at a price of $0 per share. Following this transaction, he beneficially owns 12,087 common shares, held in direct ownership form. The filing indicates this was a non-derivative transaction in the company’s common shares, with no derivative securities reported.
Franklin Covey director Derek C M Van Bever reported a stock grant. On 01/23/2026, he acquired 5,778 common shares of Franklin Covey at a price of $0 per share, indicating a share award rather than an open-market purchase. After this transaction, he beneficially owned a total of 24,011 common shares, held directly. This filing reflects an update to his ownership position as a director of the company.
Franklin Covey director Donald J. McNamara acquired 5,778 common shares on January 23, 2026 in a transaction recorded at $0 per share, indicating a share grant rather than an open-market purchase. Following this award, he directly owns 459,980 common shares of Franklin Covey. The filing reflects an increase in his equity stake and confirms that the ownership is held directly rather than through an intermediary entity.
Franklin Covey director Robert A. Whitman reported a stock award from the company. On January 23, 2026, he acquired 5,778 common shares of Franklin Covey at a price of $0 per share, indicating this was a grant rather than an open-market purchase. After this transaction, he beneficially owned 712,811 common shares, held directly.
Franklin Covey director Cuffie Craig received an equity award in the form of common shares. On 01/23/2026, Craig acquired 5,778 Franklin Covey common shares at a price of $0 per share, which typically reflects a stock grant rather than an open-market purchase. Following this transaction, Craig directly owned 16,944 common shares of the company.
Franklin Covey director Anne H. Chow reported a new stock award of 5,778 common shares on January 23, 2026, at a price of $0 per share. This type of transaction typically reflects a grant of shares rather than an open‑market purchase or sale. After this award, she directly holds 20,951 common shares. She also has indirect beneficial ownership of 14,731 common shares through Shrimp Toast Ltd., where she and her spouse are the sole general partners, meaning a separate entity associated with her holds those additional shares.
Royce & Associates, a New York investment adviser, reports beneficial ownership of 449,007 shares of Franklin Covey Co. common stock, representing 3.74% of the class as of 12/31/2025. The firm has sole voting and sole dispositive power over all reported shares, with no shared authority.
The holdings are reported on a Schedule 13G/A, indicating they were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Franklin Covey. The shares are held in investment management accounts of clients of Royce & Associates, LP, an indirect majority-owned subsidiary of Franklin Resources, Inc., and Royce & Associates disclaims pecuniary interest and status as a beneficial owner beyond what may be deemed under the rules.