Form 4: Franklin Resources Insider Gifts Shares

Sentiment:

Insider Transaction Report


Charles B. Johnson, a Director and 10% Owner of Franklin Resources, reported gifting 3,816 shares of common stock.

Summary

  • Charles B. Johnson, a Director and 10% Owner of Franklin Resources Inc. (BEN), reported a change in beneficial ownership.
  • On December 17, 2025, Johnson disposed of 3,816 shares of common stock via a gift (Transaction Code 'G').
  • Following this transaction, Johnson directly owns 90,133,861 shares of common stock.
  • Johnson also indirectly owns 25,108.0143 shares through a 401(k) retirement plan, based on a plan statement as of October 10, 2025.
  • Additionally, Johnson indirectly owns 4,059,651 shares through an IRA.

Sentiment

Score: 5

Explanation: The filing reports a gift of shares by a significant insider, which is a neutral event for the company's operational performance. It represents a change in beneficial ownership rather than a market-driven sale or purchase.

Future Outlook

NA

Industry Context

NA

Key Dates

DateDescription
10/10/2025Date of 401(k) plan statement used for indirect ownership calculation.
12/17/2025Date of common stock gift transaction.
12/18/2025Signature date of the filing.

Keywords

Franklin Resources, BEN, Charles B. Johnson, Insider Transaction, Form 4, Beneficial Ownership, Common Stock, Gift

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