| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
13,880,000 |
| Market
Cap: |
540.90(M) |
| Last
Volume: |
66,122 |
Avg
Vol: |
78,992 |
| 52
Week Range: |
$34.95 - $48.36 |
|
| Level
I Sector: |
Industrials |
| Level
II Sector: |
Consumer Non-Durables |
| Level
III Sector: |
Office Supplies |
|
Member Indexes:
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Rankings:
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|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
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|
Company Profile Franklin Covey is a company focused on organizational performance improvement. Co.'s offerings includes a suite of individual and leadership training and products, and content in the areas of execution, sales performance, productivity, customer loyalty, and educational improvement. Co.'s business is structured in the Enterprise Division and the Education Division. The Enterprise Division is focused on selling its offerings to corporations, governments, not-for-profits, and other related organizations. Co.'s Education Division helps educational institutions build cultures that will produce great results, including student performance, school culture, and parental and teacher involvement.
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|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
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|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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|
3m +/-:
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|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
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|
|
| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
0 |
| Total Buy Value |
$0 |
$0 |
$0 |
$0 |
| Total People Bought |
0 |
0 |
0 |
0 |
| Total Buy Transactions |
0 |
0 |
0 |
0 |
| Total Shares Sold |
0 |
0 |
0 |
0 |
| Total Sell Value |
$0 |
$0 |
$0 |
$0 |
| Total People Sold |
0 |
0 |
0 |
0 |
| Total Sell Transactions |
0 |
0 |
0 |
0 |
| End Date |
2024-02-08 |
2023-11-07 |
2023-05-09 |
2022-05-09 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Whitman Robert A |
Chief Executive Officer |
• • – |
2019-12-19 |
4 |
D |
$34.72 |
$4,774,486 |
D/D |
(137,514) |
571,638 |
|
- |
|
| Whitman Robert A |
Chief Executive Officer |
• • – |
2019-12-19 |
4 |
OE |
$9.00 |
$2,531,250 |
D/D |
218,750 |
709,152 |
|
- |
|
| Young Stephen D |
Chief Financial Officer |
• – – |
2019-12-19 |
4 |
D |
$34.72 |
$2,895,995 |
D/D |
(83,410) |
211,102 |
|
- |
|
| Young Stephen D |
Chief Financial Officer |
• – – |
2019-12-19 |
4 |
OE |
$10.00 |
$1,575,000 |
D/D |
131,250 |
294,512 |
|
- |
|
| Mcnamara Donald J |
Director |
– • – |
2019-12-18 |
4 |
A |
$0.00 |
$0 |
D/D |
19,620 |
435,969 |
|
- |
|
| Whitman Robert A |
Chief Executive Officer |
• • – |
2019-12-18 |
4 |
A |
$0.00 |
$0 |
D/D |
214,108 |
490,402 |
|
- |
|
| Peterson Joel Clinton |
Director |
– • – |
2019-12-13 |
4 |
GD |
$0.00 |
$0 |
D/D |
3,527 |
230,429 |
|
- |
|
| Stepp Esther Kay |
Director |
– • – |
2019-12-10 |
4 |
D |
$35.14 |
$175,700 |
D/D |
(5,000) |
52,369 |
|
- |
|
| Knowledge Capital Investment Group |
10% Owner |
– – • |
2019-12-09 |
4 |
D |
$35.14 |
$10,000,015 |
D/D |
(284,608) |
325,897 |
|
- |
|
| Knowledge Capital Investment Group |
10% Owner |
– – • |
2019-12-09 |
4 |
D |
$0.00 |
$0 |
D/D |
(2,202,300) |
610,505 |
|
- |
|
| Covey Michael Sean Merrill |
SVP Innovations and Marketing |
• – – |
2019-10-18 |
4 |
A |
$0.00 |
$0 |
D/D |
1,400 |
194,734 |
|
- |
|
| Walker Paul S |
EVP, Direct Offices Division |
• – – |
2019-10-18 |
4 |
A |
$0.00 |
$0 |
D/D |
2,975 |
18,244 |
|
- |
|
| Miller Scott Jeffery |
EVP Bus Development/Marketing |
• – – |
2019-10-18 |
4 |
A |
$0.00 |
$0 |
D/D |
1,050 |
13,731 |
|
- |
|
| Young Stephen D |
Chief Financial Officer |
• – – |
2019-10-18 |
4 |
A |
$0.00 |
$0 |
D/D |
2,450 |
213,552 |
|
- |
|
| Dom Colleen D |
EVP Operations |
• – – |
2019-10-18 |
4 |
A |
$0.00 |
$0 |
D/D |
1,400 |
25,215 |
|
- |
|
| Whitman Robert A |
Chief Executive Officer |
• • – |
2019-10-18 |
4 |
A |
$0.00 |
$0 |
D/D |
8,049 |
579,687 |
|
- |
|
| Davis Clifton Todd |
VP People Services |
• – – |
2019-10-18 |
4 |
A |
$0.00 |
$0 |
D/D |
945 |
22,041 |
|
- |
|
| Stepp Esther Kay |
Director |
– • – |
2019-05-29 |
4 |
S |
$31.41 |
$133,882 |
D/D |
(4,262) |
57,369 |
|
- |
|
| Davis Clifton Todd |
VP People Services |
• – – |
2019-01-25 |
4 |
A |
$0.00 |
$0 |
D/D |
745 |
18,444 |
|
- |
|
| Young Stephen D |
Chief Financial Officer |
• – – |
2019-01-25 |
4 |
A |
$0.00 |
$0 |
D/D |
2,234 |
162,978 |
|
- |
|
| Whitman Robert A |
Chief Executive Officer |
• • – |
2019-01-25 |
4 |
A |
$0.00 |
$0 |
D/D |
8,936 |
263,351 |
|
- |
|
| Peterson Joel Clinton |
Director |
– • – |
2019-01-25 |
4 |
A |
$0.00 |
$0 |
D/D |
4,075 |
230,896 |
|
- |
|
| Christensen Clayton M |
Director |
– • – |
2019-01-25 |
4 |
A |
$0.00 |
$0 |
D/D |
4,075 |
32,663 |
|
- |
|
| Chow Anne H |
Director |
– • – |
2019-01-25 |
4 |
A |
$0.00 |
$0 |
D/D |
4,075 |
11,671 |
|
- |
|
| Stepp Esther Kay |
Director |
– • – |
2019-01-25 |
4 |
A |
$0.00 |
$0 |
D/D |
4,075 |
61,631 |
|
- |
|
665 Records found
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Page 6 of 27 |
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0.55 (1.39%) 
