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Insider Information:   Bolt Jennifer J
Relationship:   Director
City:   San Mateo
State:   CA
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   2,559,844    

Indirect Shares

  3,289,609      
Direct Value   $60,213,510    

Indirect Value

  $77,141,331      
Total Shares   5,849,453      
Total Value   $137,354,841      


Franklin Resources Inc
 $60,020,392 Thermo Fisher Scientific
 $193,118 Franklin Resources Inc
 $60,020,392 Thermo Fisher Scientific
 $193,118
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    2    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    2    
   
     Gain/Loss Ratio :
   0.0   
   -2.0   
     Percentage Gain/Loss :
     0.0%
 -32.7%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Franklin Resources Inc BEN President and CEO, Dir... 2023-12-12 2,559,505 2023-12-12 3,289,609    Premium*  
            Keynote Systems Inc KEYN Director 2013-08-22 0 2012-03-16 0    Premium*  
            Thermo Fisher Scientific TMO Director 2024-05-22 339 2024-05-22 0    Premium*  
* Premium Members only  

Records found :    166         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 7
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
BEN Franklin Resources Inc President and COO   •       •      –    2018-12-06 4 GA $0.00 $0 I/I 4,700 177,844 0 -
BEN Franklin Resources Inc President and CEO   •       •      –    2020-12-21 4 GA $0.00 $0 I/I 6,090 192,404 0 -
BEN Franklin Resources Inc EVP & Chief Operating Officer   •       •      –    2012-12-05 5 GA $0.00 $0 I/I 66,000 198,000 0 -
BEN Franklin Resources Inc President and CEO   •       •      –    2021-12-13 4 GA $0.00 $0 I/I 4,420 442,864 0 -
BEN Franklin Resources Inc President and CEO   •       •      –    2022-11-21 4 GA $0.00 $0 I/I 3,070 445,934 0 -
BEN Franklin Resources Inc President and CEO   •       •      –    2022-12-12 4 GA $0.00 $0 I/I 5,630 448,494 0 -
BEN Franklin Resources Inc President and CEO   •       •      –    2023-11-17 4 GA $0.00 $0 I/I 3,435 454,999 0 -
BEN Franklin Resources Inc officerTitle   •       –      –    2003-08-29 4 S $43.20 $432,000 D/D (10,000) 457,315 -
BEN Franklin Resources Inc officerTitle   •       –      –    2003-09-08 4 S $43.66 $436,594 D/D (10,000) 457,315 -
BEN Franklin Resources Inc officerTitle   •       –      –    2003-09-12 4 S $44.03 $440,294 D/D (10,000) 457,315 -
BEN Franklin Resources Inc Senior Vice President   •       –      –    2003-11-06 4 S $47.39 $1,682,175 D/D (35,500) 457,315 -
BEN Franklin Resources Inc Senior Vice President   •       –      –    2003-11-12 4 A $0.00 $0 D/D 3,088 460,403 -
BEN Franklin Resources Inc Senior Vice President   •       –      –    2004-11-04 4 GD $0.00 $0 D/D 590 460,464 -
BEN Franklin Resources Inc Vice President   •       –      –    2003-11-11 5 GD $0.00 $0 D/D 214 460,545 0 -
BEN Franklin Resources Inc Vice President   •       –      –    2003-12-29 5 GA $0.00 $0 D/D 428 460,973 0 -
BEN Franklin Resources Inc President and CEO   •       •      –    2023-12-12 4 GA $0.00 $0 I/I 9,216 464,215 0 -
BEN Franklin Resources Inc Senior Vice President   •       –      –    2004-11-08 4 A $55.81 $210,010 D/D 3,763 464,227 -
BEN Franklin Resources Inc officerTitle   •       –      –    2003-08-29 4 OE $32.88 $328,750 D/D 10,000 467,315 -
BEN Franklin Resources Inc officerTitle   •       –      –    2003-09-08 4 OE $32.88 $328,750 D/D 10,000 467,315 -
BEN Franklin Resources Inc officerTitle   •       –      –    2003-09-12 4 OE $32.88 $328,750 D/D 10,000 467,315 -
BEN Franklin Resources Inc Vice President   •       –      –    2004-11-15 4 A $0.00 $0 D/D 5,000 469,227 -
BEN Franklin Resources Inc Senior Vice President   •       –      –    2005-09-22 4 A $81.16 $400,038 D/D 4,929 475,597 -
BEN Franklin Resources Inc Senior Vice President & CIO   •       –      –    2004-12-30 5 GA $0.00 $0 D/D 311 475,908 0 -
BEN Franklin Resources Inc EVP-Operations and Technology   •       –      –    2005-10-31 4 GD $0.00 $0 D/D 29 475,931 -
BEN Franklin Resources Inc EVP-Operations and Technology   •       –      –    2005-12-22 4 GA $0.00 $0 D/D 229 476,160 -

  166  Records found
  1   2  3   4   5   6   7      
  Page 2 of 7  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed