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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 6 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 officerTitle   •       –      –    2003-09-12 4 OE $32.88 $328,750 D/D 10,000 467,315 -
BEN Franklin Resources Inc Senior Vice President   •       –      –    2003-11-06 4 OE $33.25 $1,180,375 D/D 35,500 492,815 -
BEN Franklin Resources Inc EVP-Operations and Technology   •       –      –    2006-09-15 4 OE $33.50 $31,825 D/D 950 478,957 0 -
BEN Franklin Resources Inc EVP & Chief Operating Officer   •       –      –    2010-11-02 4 OE $33.50 $1,080,663 D/D 29,941 536,108 0 -
BEN Franklin Resources Inc President and CEO   •       •      –    2021-12-13 4 A $34.12 $185,237 D/D 5,429 1,913,590 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 Co-President   •       •      –    2016-08-25 4 S $35.99 $571,967 D/D (15,892) 1,473,782 0 -
BEN Franklin Resources Inc EVP & Chief Operating Officer   •       –      –    2011-11-17 4 OE $36.30 $560,690 D/D 15,446 534,071 0 -
BEN Franklin Resources Inc EVP-Operations and Technology   •       –      –    2008-09-24 4 OE $36.42 $204,425 D/D 5,613 500,185 0 -
BEN Franklin Resources Inc EVP & Chief Operating Officer   •       •      –    2015-08-26 4 S $39.49 $513,357 D/D (13,000) 1,448,693 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 President and COO   •       •      –    2017-03-16 4 S $43.90 $739,020 D/D (16,835) 1,504,909 0 -
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 EVP & Chief Operating Officer   •       •      –    2013-10-28 4 S $54.50 $1,009,132 D/D (18,517) 1,389,800 0 -
BEN Franklin Resources Inc EVP & Chief Operating Officer   •       •      –    2014-11-04 4 A $55.68 $1,600,020 D/D 28,736 1,455,029 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 EVP-Operations and Technology   •       –      –    2008-11-03 4 A $68.67 $450,063 D/D 6,554 506,739 0 -
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   •       –      –    2005-11-03 4 A $89.39 $280,059 D/D 3,133 478,782 -
BEN Franklin Resources Inc EVP-Operations and Technology   •       –      –    2006-05-26 4 S $89.90 $179,802 D/D (2,000) 477,948 -
BEN Franklin Resources Inc EVP-Operations and Technology   •       –      –    2009-08-05 4 S $91.44 $97,384 D/D (1,065) 505,536 0 -
BEN Franklin Resources Inc Senior Vice President & CIO   •       –      –    2005-11-07 4 S $91.50 $132,213 D/D (1,445) 477,337 -
BEN Franklin Resources Inc EVP-Operations and Technology   •       –      –    2009-08-12 4 S $94.61 $21,476 D/D (227) 505,309 0 -
  166  Records found
  1   2   3   4   5   6  7      
  Page 6 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
 
 
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