FRANKLIN RESOURCES INC (BEN)

Insider Trading Filed: 2026-05-05

Director Karen King Matsushima received a deferred director's fee compensation of 83.7802 shares on 05/02/2026, valued at approximately $2,500 based on the $29.84 stock price, representing routine director compensation rather than discretionary insider buying.
The deferred compensation is held through Franklin Resources' 2006 Directors Deferred Compensation Plan with a hypothetical investment account structure tied to company stock performance, bringing total beneficial ownership in the derivative to 71,429.4007 shares equivalent.
The transaction involves deferred fees payable in cash over ten years following separation from service, indicating this is a compensation mechanism rather than a signal of insider confidence or concern about stock valuation.
Filing is routine and non-material as it reflects standard director compensation deferral practices rather than open market transactions, with no indication of significant insider trading activity or confidence signals.

Quarterly Report Filed: 2026-04-28

The filing shows Franklin Resources' Q2 2026 (ended March 31, 2026) financial position with detailed segment reporting across Investment Advisory/Management, Sales & Distribution, and Shareholder Services segments spanning multiple geographic regions (US, Luxembourg, Asia Pacific, Americas, EMEA).
The document includes comprehensive equity structure data and accumulated other comprehensive income tracking across consolidated investment products, indicating active management of balance sheet components and potential exposure to market volatility.
Multiple period comparisons (Q2 2026 vs Q2 2025, six-month periods, and year-to-date) are included, enabling analysis of year-over-year trends in revenue composition, though specific financial metrics and performance results are not visible in the provided metadata structure.

Current Report Filed: 2026-04-28

Franklin Resources announced Q2 FY2026 results (ended March 31, 2026) via press release on April 28, 2026, indicating routine quarterly earnings disclosure with no material events or guidance changes highlighted in the 8-K.
The filing is a standard earnings announcement with limited substantive content, referencing only a press release (Exhibit 99.1) and earnings commentary posted to the investor relations website without incorporating details into the official filing.
Management sign-off by CFO Matthew Nicholls and Chief Accounting Officer Lindsey H. Oshita confirms proper financial reporting controls, with no officer changes or unusual personnel matters indicated.

Insider Trading Filed: 2026-04-22

Franklin Resources sold 1,672,535 shares of Clarion Partners Real Estate Income Fund on 04/20/2026 at $11.36 per share, representing a significant divestment of approximately $19 million from this real estate fund investment.
FRI maintains a substantial remaining position of 6,786,562.727 shares across four share classes (Class S, T, D, and I), with Class I shares comprising the majority at 6,682,750.699 shares, indicating continued exposure to the real estate income fund despite the recent sale.
The transaction was executed through an affiliate relationship rather than as a direct officer or director position, suggesting this is a portfolio management decision at the fund level rather than insider trading activity by FRI executives.

Insider Trading Filed: 2026-04-20

Franklin Resources redeemed 88,028.169 Class I shares and purchased 88,105.727 Class S shares on April 16, 2026, indicating active portfolio rebalancing and maintenance of share class liquidity in response to investor activity.
The transaction maintains Franklin Resources' substantial ownership position of approximately 8.46 million shares across four share classes (Class I, S, T, and D), demonstrating continued significant stake in Clarion Partners Real Estate Income Fund.
The share price at transaction was approximately $11.35-$11.36, suggesting stable valuation during the rebalancing activity, with no indication of distressed selling or aggressive accumulation by the reporting company.

Insider Trading Filed: 2026-04-02

John Y. Kim, a director of Franklin Resources Inc. (BEN), acquired 1,420.0932 shares of common stock through the deferred compensation plan, indicating continued confidence in the company's performance.
The shares were acquired at a deemed price of $23.59 per share, which is in line with the current market price, suggesting the transaction was not opportunistic.
The total number of shares beneficially owned by Kim following the reported transaction increased to 76,909.1188, representing a substantial holding in the company.

Insider Trading Filed: 2026-04-02

Karen Matsushima, a director of Franklin Resources Inc. (BEN), has deferred $23.59 worth of director's fees into a hypothetical investment account based on the performance of BEN's stock, which now totals 70,431.7959 shares.
The deferred fees will be paid out in cash over 10 years starting on the earlier of January 20, April 20, July 20 or October 20 following Matsushima's separation from the company.
Matsushima has the ability to transfer the hypothetical investment account into an alternative investment not based on BEN's stock performance, effective at the start of any calendar quarter.

Current Report Filed: 2026-02-05