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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   $60,085,505    

Indirect Value

  $76,976,851      
Total Shares   5,849,453      
Total Value   $137,062,355      


Franklin Resources Inc
 $59,892,417 Thermo Fisher Scientific
 $193,088 Franklin Resources Inc
 $59,892,417 Thermo Fisher Scientific
 $193,088
 


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 4 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 Co-President   •       •      –    2016-11-01 4/A A $0.00 $0 D/D 5,595 1,522,812 0 -
BEN Franklin Resources Inc President and COO   •       •      –    2016-12-07 4 GD $0.00 $0 D/D 1,775 1,521,037 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 D/D 707 1,521,744 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   •       •      –    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 COO   •       •      –    2018-12-10 4 A $0.00 $0 D/D 8,455 1,672,300 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   •       •      –    2020-12-21 4 GA $0.00 $0 I/I 6,090 192,404 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   •       •      –    2021-12-13 4 GA $0.00 $0 D/D 884 2,176,643 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   •       •      –    2022-11-21 4 GD $0.00 $0 D/D 3,684 2,260,252 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   •       •      –    2022-12-12 4 GA $0.00 $0 D/D 1,126 2,264,448 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 President and CEO   •       •      –    2023-11-17 4 GD $0.00 $0 D/D 3,435 2,598,670 0 -
BEN Franklin Resources Inc President and CEO   •       •      –    2023-11-22 4 GD $0.00 $0 D/D 687 2,597,983 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 President and CEO   •       •      –    2023-12-12 4 GA $0.00 $0 D/D 1,152 2,559,505 0 -
TMO Thermo Fisher Scientific Director   •       •      –    2024-05-22 4 A $0.00 $0 D/D 339 339 0 -
BEN Franklin Resources Inc Co-President   •       •      –    2015-12-22 4 B $35.75 $7,506 I/I 210 161,179 1.99 -
BEN Franklin Resources Inc EVP-Operations and Technology   •       –      –    2009-08-12 4 S $94.61 $21,476 D/D (227) 505,309 0 -
BEN Franklin Resources Inc EVP-Operations and Technology   •       –      –    2009-09-10 4 S $97.27 $30,057 D/D (309) 501,645 0 -

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