Franklin Covey Co

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Franklin Covey Co
TickerFC
CIK #0000886206
CUSIP353469109
SectorTrade & Services
IndustryServices-Management Services
Phone8018177171
Address2200 W Pkwy Blvd
Salt Lake City, UT 84119-2331
Source [EDGAR]
Market Cap, 13F ($)
Business

Franklin Covey is a global company focused on organizational performance improvement. Our mission is to "enable greatness in people and organizations everywhere," and our global structure is designed to help individuals and organizations achieve sustained superior performance through changes in human behavior. From the foundational work of Dr. Stephen R. Covey in leadership and personal effectiveness, and Hyrum W. Smith in productivity and time management, we have developed deep expertise that extends to helping organizations and individuals achieve lasting behavioral change in seven crucial areas: Leadership, Execution, Productivity, Trust, Sales Performance, Customer Loyalty, and Educational Improvement. We believe that our clients are able to utilize our content and offerings to create cultures whose hallmarks are high-performing, collaborative individuals, led by effective, trust building leaders who execute with excellence and deliver measurably improved results for all of their key stakeholders.

The Company was incorporated in 1983 under the laws of the state of Utah, and we merged with the Covey Leadership Center in 1997 to form Franklin Covey Co. Our consolidated net sales for the fiscal year ended August 31, 2019 totaled $225.4 million and our shares of common stock are traded on the New York Stock Exchange (NYSE) under the ticker symbol "FC."

Our fiscal year ends on August 31 of each year. Unless otherwise noted, references to fiscal years apply to the 12 months ended August 31 of the specified year.

CIK Filing 2011 - 2023
[0000886206] 10-K
[0000886206] 10-Q
[0000886206] 3
[0000886206] 4
[0000886206] 5
[0000886206] 8-K
[0000886206] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Pembroke Management Ltd Franklin Covey Co [2022-02-01] 5.65
Oregon Public Employees Retirement Fund Franklin Covey Co [2020-01-23] 5.4
BlackRock Inc Franklin Covey Co [2017-01-30] 5.9
Osmium Partners LLC Franklin Covey Co [2016-12-01] 7.8
Punch & Associates Investment Management Inc Franklin Covey Co [2016-02-09] 5.015
Pembroke Management Ltd Franklin Covey Co [2015-02-09] 7.85
Form 3/4/5 Filer 2011 - 2023
Dom Colleen D
Franklin Covey Co
Sherman Meisha
Phillips Nancy R
van Bever Derek C M
McNamara Donald J
Cuffie Craig
Peterson Joel Clinton
Chow Anne H
Colosimo Jennifer C.
Walker Paul S
Young Stephen D
Whitman Robert A
Covey Michael Sean Merrill
Davis Clifton Todd
Fung Michael
Heiner Dennis Grant
Stepp Esther Kay
Miller Scott Jeffery
Knowledge Capital Investment Group
Christensen Clayton M
Moon Shawn D
Daines Robert H
GARN EJ JAKE
Shares Owned of Total
Firm Period DFND Voting Shares
BlackRock Inc. [2023-03-31] SOLE 1,002,451.0 1,053,044.0
Vanguard Group Inc [2023-03-31] SOLE 0.0 646,213.0
Punch & Associates Investment Management Inc [2023-03-31] SOLE 559,434.0 559,434.0
Dimensional Fund Advisors LP [2023-03-31] SOLE 459,338.0 477,825.0
Pembroke Management Ltd [2023-03-31] SOLE 462,335.0 462,335.0
Rice Hall James & Associates LLC [2023-03-31] SOLE 346,730.0 439,998.0
Blue Grotto Capital LLC [2023-03-31] SOLE 332,511.0 332,511.0
Millennium Management LLC [2023-03-31] SOLE 286,379.0 286,379.0
Bares Capital Management Inc [2023-03-31] SOLE 273,060.0 273,060.0
Acadian Asset Management LLC [2023-03-31] DFND 256,024.0 256,024.0
Geode Capital Management LLC [2023-03-31] DFND 240,360.0 240,360.0
State Street Corp [2023-03-31] DFND 220,516.0 237,084.0
Townsquare Capital LLC [2023-03-31] SOLE 0.0 234,536.0
Bank of America Corp /DE/ [2023-03-31] DFND 1,806.0 230,347.0
Federated Hermes Inc [2023-03-31] DFND 225,107.0 225,107.0
Nuveen Asset Management LLC [2023-03-31] DFND 175,202.0 175,202.0
Morgan Stanley [2023-03-31] DFND 148,592.0 165,697.0
Renaissance Technologies LLC [2023-03-31] SOLE 129,103.0 146,303.0
Citadel Advisors LLC [2023-03-31] DFND 142,137.0 142,137.0
Acuitas Investments LLC [2023-03-31] OTR 0.0 128,385.0
Northern Trust Corp [2023-03-31] DFND 7,938.0 124,743.0
Kent Lake Capital LLC [2023-03-31] SOLE 120,024.0 120,024.0
Hillsdale Investment Management Inc [2023-03-31] SOLE 108,050.0 108,050.0
Goldman Sachs Group Inc [2023-03-31] DFND 106,121.0 106,131.0
Susquehanna International Group LLP [2023-03-31] DFND 14,544.0 105,444.0
Silvercrest Asset Management Group LLC [2023-03-31] SOLE 56,604.0 103,904.0
Lapides Asset Management LLC [2023-03-31] SOLE 18,900.0 98,400.0
Brasada Capital Management LP [2023-03-31] SOLE 47,813.0 93,751.0
Charles Schwab Investment Management Inc [2023-03-31] SOLE 90,020.0 90,020.0
GlobeFlex Capital L P [2023-03-31] SOLE 78,742.0 84,383.0
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