Franklin Resources insider trading
Every open-market purchase and sale by Franklin Resources's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Franklin Resources’s insiders pay?
From March 16, 2010 to November 21, 2025, 17 insiders reported 9 open-market purchases and 77 sales not made under a pre-set plan in Franklin Resources. Twelve months after each purchase was reported, the shares were +9.0% against the S&P 500 on average (median +12.8%), over 7 purchases with a full year of prices; 71% beat the index. After sales, the shares moved −10.9% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on June 21, 2024 into $16,175 by November 2, 2026, +22.7% a year. It held shares 100% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $14,257 (+16.3% a year), and held throughout $14,257 (+16.3%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Johnson Gregory E | Chairman and CEO | 0 | — | — | 20 | −10.9% (20) | December 20, 2017 |
| Johnson Jennifer M | President and CEO | 2 | +15.3% (2) | 100% | 11 | −5.3% (11) | August 30, 2024 |
| Johnson Charles B | Chairman of the Board | 7 | +6.5% (5) | 60% | 3 | −5.6% (3) | November 21, 2025 |
| Lewis Kenneth A | EVP and CFO | 0 | — | — | 7 | −14.5% (7) | June 22, 2017 |
| Johnson Rupert H Jr | Vice Chairman | 0 | — | — | 6 | −10.5% (6) | December 30, 2019 |
| Lusk John M | EVP-Investment Management | 0 | — | — | 5 | −10.4% (5) | May 20, 2015 |
| Plafker Jed A. | Executive Vice President | 0 | — | — | 5 | −14.3% (5) | August 15, 2022 |
| Sethi Alok | EVP, Head of Global Operations | 0 | — | — | 4 | −34.0% (4) | December 14, 2023 |
| Shaneyfelt Gwen L | Chief Accounting Officer | 0 | — | — | 4 | −13.9% (4) | November 16, 2021 |
| Yun William Young | EVP-Alternative Strategies | 0 | — | — | 4 | +1.6% (4) | June 23, 2014 |
| Alexander Penelope S | Vice-President, HR - US | 0 | — | — | 2 | −10.3% (2) | February 18, 2011 |
| Advani Vijay Chandur | EVP - Global Advisory Services | 0 | — | — | 1 | −19.1% (1) | May 3, 2013 |
| Gibson Holly E | Vice President, Corp Comm | 0 | — | — | 1 | −17.4% (1) | December 15, 2010 |
| Gray Maria | Vice President and Secretary | 0 | — | — | 1 | −9.8% (1) | February 10, 2011 |
| Kratter Leslie M | SVP & Assistant Secretary | 0 | — | — | 1 | −6.6% (1) | March 16, 2010 |
| Tatlock Anne M | Director | 0 | — | — | 1 | −8.2% (1) | February 28, 2011 |
| Tyle Craig Steven | EVP and General Counsel | 0 | — | — | 1 | +5.3% (1) | August 25, 2016 |
When several insiders traded Franklin Resources
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Franklin Resources in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 1 buying crowd with six months of prices, it averaged −1.5% against the index. After 8 selling crowds, −2.4%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| August 30, 2024 | 2 buying | +6.9% | −1.5% | +18.6% |
| March 31, 2021 | 3 selling | +0.7% | −5.6% | −17.8% |
| December 29, 2017 | 3 selling | −12.3% | −22.4% | −18.4% |
| October 31, 2013 | 3 selling | −6.2% | −10.3% | −12.8% |
| May 31, 2013 | 3 selling | −11.3% | −4.0% | −12.2% |
| December 31, 2012 | 3 selling | +6.9% | −3.9% | +6.6% |
| September 28, 2012 | 3 selling | +4.4% | +13.1% | +5.9% |
| November 30, 2011 | 3 selling | +9.5% | +0.3% | +19.6% |
| December 31, 2010 | 3 selling | +8.3% | +13.7% | −12.8% |