| |
| |
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| Insider
Information: |
Lusk John M |
| Relationship: |
EVP-Investment Managem... |
| City: |
San Mateo |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
42,888 |
|
|
Indirect Shares
|
73,656 |
|
|
| Direct
Value |
$1,012,157 |
|
|
|
Indirect Value
|
$1,738,282 |
|
|
| Total
Shares |
116,544 |
|
|
| Total
Value |
$2,750,438 |
|
|
|
|
|
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
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Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Franklin Resources Inc |
BEN |
EVP-Investment Managem... |
2015-08-31 |
42,888 |
2015-08-31 |
73,656 |
Premium* |
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Records found :
71 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 3
|
| 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-Portfolio Operations |
• – – |
2007-09-28 |
4 |
D |
$127.50 |
$196,733 |
D/D |
(1,543) |
17,485 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP-Portfolio Operations |
• – – |
2008-01-31 |
4 |
D |
$104.09 |
$3,900 |
D/D |
(37) |
20,418 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP-Portfolio Operations |
• – – |
2008-07-31 |
4 |
D |
$100.61 |
$3,004 |
D/D |
(30) |
20,664 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP-Portfolio Operations |
• – – |
2008-08-29 |
4 |
D |
$104.50 |
$63,641 |
D/D |
(609) |
20,147 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP-Portfolio Operations |
• – – |
2008-09-30 |
4 |
D |
$88.13 |
$74,470 |
D/D |
(845) |
19,302 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP-Portfolio Operations |
• – – |
2009-09-30 |
4 |
D |
$100.60 |
$59,153 |
D/D |
(588) |
19,631 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP-Portfolio Operations |
• – – |
2010-08-31 |
4 |
D |
$96.51 |
$118,997 |
D/D |
(1,233) |
24,588 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP-Portfolio Operations |
• – – |
2010-12-01 |
4 |
D |
$117.63 |
$30,113 |
D/D |
(256) |
29,937 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP-Investment Management |
• – – |
2011-08-31 |
4 |
D |
$119.92 |
$179,880 |
D/D |
(1,500) |
28,668 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP-Investment Management |
• – – |
2011-12-01 |
4 |
D |
$99.19 |
$25,393 |
D/D |
(256) |
36,915 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP-Investment Management |
• • – |
2012-08-31 |
4 |
D |
$117.40 |
$285,752 |
D/D |
(2,434) |
13,853 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP-Investment Management |
• • – |
2012-11-30 |
4 |
D |
$132.02 |
$153,935 |
D/D |
(1,166) |
18,509 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP-Investment Management |
• • – |
2013-08-30 |
4 |
D |
$46.16 |
$241,417 |
D/D |
(5,230) |
60,503 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP-Investment Management |
• • – |
2013-11-29 |
4 |
D |
$55.39 |
$41,819 |
D/D |
(755) |
49,898 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP-Investment Management |
• • – |
2014-08-29 |
4 |
D |
$56.52 |
$312,386 |
D/D |
(5,527) |
43,828 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP-Investment Management |
• • – |
2014-11-28 |
4 |
D |
$56.86 |
$59,476 |
D/D |
(1,046) |
48,534 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP-Investment Management |
• • – |
2015-08-31 |
4 |
D |
$40.58 |
$189,387 |
D/D |
(4,667) |
42,888 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP-Investment Management |
• • – |
2012-12-03 |
4 |
GD |
$0.00 |
$0 |
I/I |
100 |
19,587 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP-Investment Management |
• • – |
2013-11-25 |
4 |
GD |
$0.00 |
$0 |
I/I |
200 |
86,172 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP-Investment Management |
• • – |
2014-11-06 |
4 |
GD |
$0.00 |
$0 |
I/I |
500 |
85,812 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
Vice PresidentOfficer |
• – – |
2004-01-29 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
6,763 |
|
- |
|
| BEN |
Franklin Resources Inc |
Vice President |
• – – |
2004-03-19 |
4 |
OE |
$28.19 |
$50,738 |
D/D |
1,800 |
9,041 |
|
- |
|
| BEN |
Franklin Resources Inc |
Vice President |
• – – |
2005-09-13 |
4 |
OE |
$37.27 |
$453,837 |
D/D |
12,177 |
24,858 |
|
- |
|
| BEN |
Franklin Resources Inc |
EVP-Portfolio Operations |
• – – |
2006-08-31 |
4 |
OE |
$31.68 |
$434,398 |
D/D |
12,071 |
19,058 |
|
- |
|
| BEN |
Franklin Resources Inc |
EVP-Portfolio Operations |
• – – |
2009-10-29 |
4 |
OE |
$31.95 |
$516,573 |
D/D |
15,624 |
35,255 |
0 |
- |
|
71 Records found
|
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Page 2 of 3 |
| |
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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