Franklin Covey Co

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Franklin Covey Co
TickerFC
CIK #0000886206
CUSIP353469109
SectorTrade & Services - Services-Management Services
Address2200 W Pkwy Blvd, Salt Lake City, UT 84119-2331
Source [EDGAR]
CIK Filing 2011 - 2026
[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
Askeladden Capital Management LLC Franklin Covey Co [2026-05-15] 0.0
Royce & Associates LP Franklin Covey Co [2026-04-22] 0.0
AllianceBernstein LP Franklin Covey Co [2025-11-14] 0.0
Royce & Associates LP Franklin Covey Co [2025-04-29] 0.0
Punch & Associates Investment Management Inc Franklin Covey Co [2025-02-14] 0.0
AllianceBernstein LP Franklin Covey Co [2024-11-15] 0.0
Vanguard Group Inc Franklin Covey Co [2024-02-13] 5.12
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 - 2026
Procter Holly
Franklin Covey Co
Whitman Robert A
Rivera Efrain
McNamara Donald J
van Bever Derek C M
Phillips Nancy R
Cuffie Craig
Chow Anne H
Betjemann Jessica
Dom Colleen D
Walker Paul S
Hatch Anthony Derek
Covey Michael Sean Merrill
Colosimo Jennifer C
Peterson Joel Clinton
Young Stephen D
Sherman Meisha
Davis Clifton Todd
Heiner Dennis Grant
Fung Michael
Stepp Esther Kay
Miller Scott Jeffery
Knowledge Capital Investment Group
Christensen Clayton M
Moon Shawn D
Daines Robert H
GARN EJ JAKE
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Whitman Robert A
Common shares
2026-01-29 Gift 4,834 $0.00
van Bever Derek C M
Common shares
2026-01-23 Grant 5,778 $0.00
Phillips Nancy R
Common shares
2026-01-23 Grant 5,778 $0.00
Chow Anne H
Common shares
2026-01-23 Grant 5,778 $0.00
McNamara Donald J
Common shares
2026-01-23 Grant 5,778 $0.00
Whitman Robert A
Common shares
2026-01-23 Grant 5,778 $0.00
Rivera Efrain
Common shares
2026-01-23 Grant 5,778 $0.00
Cuffie Craig
Common shares
2026-01-23 Grant 5,778 $0.00
Covey Michael Sean Merrill
Common shares
2025-11-21 Tax withheld 1,466 $15.13 22,181
Whitman Robert A
Common shares
2025-11-21 Grant 14,151 $0.00
Walker Paul S
Common shares
2025-11-21 Grant 8,286 $0.00
Walker Paul S
Common shares
2025-11-21 Tax withheld 4,995 $15.13 75,574
Procter Holly
Common shares
2025-11-21 Tax withheld 131 $19.56 2,562
Walker Paul S
Common shares
2025-11-21 Tax withheld 1,292 $19.56 25,272
Covey Michael Sean Merrill
Common shares
2025-11-21 Grant 3,315 $0.00
Dom Colleen D
Common shares
2025-11-21 Tax withheld 1,333 $15.13 20,168
Covey Michael Sean Merrill
Common shares
2025-11-21 Tax withheld 517 $19.56 10,113
Hatch Anthony Derek
Common shares
2025-11-21 Grant 1,357 $0.00
Dom Colleen D
Common shares
2025-11-21 Grant 3,014 $0.00
Hatch Anthony Derek
Common shares
2025-11-21 Tax withheld 212 $19.56 4,147
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 106 8,189,004
2025-12-31 106 8,119,122
2025-09-30 113 9,096,734
2025-06-30 124 9,009,926
2025-03-31 132 9,187,856
2024-12-31 139 9,296,440
2024-09-30 130 9,322,448
2024-06-30 118 9,677,132
2024-03-31 125 10,167,941
2023-12-31 121 9,239,772
2023-09-30 123 8,801,060
2023-06-30 117 8,835,318
Form 13F Holdings
Firm Period DFND Voting Shares
Alaska Retirement Management Board [2026-06-30] SOLE 1,902 1,902
Versant Capital Management Inc [2026-06-30] SOLE 1,054 1,054
Physician Wealth Advisors Inc [2026-06-30] SOLE 0 769
Gamma Investing LLC [2026-06-30] DFND 215 215
Farther Finance Advisors LLC [2026-06-30] SOLE 0 210
IFP Advisors LLC [2026-06-30] SOLE 81 81
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 62 62
Fortitude Family Office LLC [2026-06-30] SOLE 12 12
True Wealth Design LLC [2026-06-30] SOLE 0 10
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