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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   $59,212,961    

Indirect Value

  $75,858,384      
Total Shares   5,849,453      
Total Value   $135,071,344      


Franklin Resources Inc
 $59,022,185 Thermo Fisher Scientific
 $190,776 Franklin Resources Inc
 $59,022,185 Thermo Fisher Scientific
 $190,776
 


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 3 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 EVP-Operations and Technology   •       –      –    2008-07-10 5 GA $0.00 $0 I/I 1,330 44,858 0 -
BEN Franklin Resources Inc EVP-Operations and Technology   •       –      –    2009-02-23 4 GA $0.00 $0 D/D 532 506,601 0 -
BEN Franklin Resources Inc EVP-Operations and Technology   •       –      –    2009-02-23 4 GA $0.00 $0 I/I 2,660 47,518 0 -
BEN Franklin Resources Inc EVP & Chief Operating Officer   •       –      –    2011-09-23 5 GA $0.00 $0 I/I 1,320 48,838 0 -
BEN Franklin Resources Inc EVP & Chief Operating Officer   •       –      –    2011-09-23 5 GA $0.00 $0 D/D 264 504,849 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 EVP & Chief Operating Officer   •       •      –    2012-12-28 5 GA $0.00 $0 D/D 103 1,379,644 0 -
BEN Franklin Resources Inc EVP & Chief Operating Officer   •       •      –    2012-12-28 5 GA $0.00 $0 I/I 515 148,059 0 -
BEN Franklin Resources Inc EVP & Chief Operating Officer   •       •      –    2013-12-16 5 GA $0.00 $0 D/D 514 1,425,735 0 -
BEN Franklin Resources Inc EVP & Chief Operating Officer   •       •      –    2013-12-16 5 GA $0.00 $0 I/I 2,570 151,839 0 -
BEN Franklin Resources Inc EVP & Chief Operating Officer   •       •      –    2013-12-30 5 GA $0.00 $0 I/I 1,210 151,839 0 -
BEN Franklin Resources Inc EVP & Chief Operating Officer   •       •      –    2014-12-15 4 GA $0.00 $0 D/D 519 1,461,693 0 -
BEN Franklin Resources Inc EVP & Chief Operating Officer   •       •      –    2014-12-15 4 GA $0.00 $0 I/I 2,595 154,434 0 -
BEN Franklin Resources Inc Co-President   •       •      –    2014-12-15 5 GA $0.00 $0 I/I 1,285 159,269 0 -
BEN Franklin Resources Inc Co-President   •       •      –    2015-08-26 5 GA $0.00 $0 I/I 3,550 159,269 0 -
BEN Franklin Resources Inc Co-President   •       •      –    2015-08-26 5 GA $0.00 $0 D/D 710 1,448,118 0 -
BEN Franklin Resources Inc Co-President   •       •      –    2015-11-05 4 GA $0.00 $0 I/I 1,700 160,969 0 -
BEN Franklin Resources Inc President and COO   •       •      –    2016-12-07 4 GA $0.00 $0 I/I 1,775 162,954 0 -
BEN Franklin Resources Inc President and COO   •       •      –    2016-12-16 4 GA $0.00 $0 I/I 3,535 166,489 0 -
BEN Franklin Resources Inc President and COO   •       •      –    2016-12-16 4 GA $0.00 $0 D/D 707 1,521,744 0 -
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 COO   •       •      –    2018-12-06 4 GA $0.00 $0 D/D 940 1,663,845 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 President and CEO   •       •      –    2020-12-21 4 GA $0.00 $0 D/D 1,218 1,943,161 0 -
BEN Franklin Resources Inc President and CEO   •       •      –    2021-12-13 4 GA $0.00 $0 I/I 4,420 442,864 0 -

  166  Records found
  1   2   3  4   5   6   7      
  Page 3 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