Franklin Covey's top three insider shareholders as of May 22, 2026 are Robert A Whitman (Director, 712.81K shares), Robert A Whitman (Director, 712.81K shares), Robert A Whitman (Director, 707.98K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert A Whitman | - | 712,811 | 0 | 27 Jan, 2026 |
| Robert A Whitman | Executive Chairman | 696,955 | 0 | 25 Feb, 2025 |
| Robert A Whitman | - | 681,719 | 0 | 08 Apr, 2026 |
| Joel Clinton Peterson | - | 245,602 | 0 | 28 Jan, 2025 |
| Michael Sean Merrill Covey | President, Education Division | 229,636 | 0 | 14 Jul, 2025 |
| Stephen D Young | Cfo | 228,292 | 0 | 10 Oct, 2023 |
| Michael Sean Merrill Covey | President, Education Division | 227,500 | 0 | 15 Oct, 2024 |
| Michael Sean Merrill Covey | President, Education Division | 225,204 | 0 | 17 Nov, 2025 |
| Michael Sean Merrill Covey | President, Education Division | 218,636 | 0 | 14 Nov, 2025 |
| Stephen D Young | Cfo | 200,456 | 0 | 26 Nov, 2024 |
| Paul S Walker | Ceo, Director | 131,929 | 0 | 17 Nov, 2025 |
| Paul S Walker | Ceo, Director | 108,213 | 0 | 14 Jul, 2025 |
| Paul S Walker | Ceo, Director | 98,299 | 0 | 21 Nov, 2024 |
| Colleen D Dom | Coo | 60,018 | 0 | 17 Nov, 2025 |
| Colleen D Dom | Coo | 57,510 | 0 | 14 Jul, 2025 |
| Colleen D Dom | Coo | 55,984 | 0 | 21 Nov, 2024 |
| Jennifer C. Colosimo | President, Enterprise Division | 37,336 | 0 | 14 Jul, 2025 |
| Clifton Todd Davis | Vp People Services | 30,176 | 0 | 18 Oct, 2022 |
| Jennifer C. Colosimo | President, Enterprise Division | 27,572 | 0 | 10 Oct, 2023 |
| Bever Derek C M Van | - | 24,011 | 0 | 27 Jan, 2026 |
| Nancy R Phillips | - | 20,951 | 0 | 27 Jan, 2026 |
| Anne H Chow | - | 20,951 | 0 | 27 Jan, 2026 |
| Bever Derek C M Van | - | 18,233 | 0 | 28 Jan, 2025 |
| Craig Cuffie | - | 16,944 | 0 | 27 Jan, 2026 |
| Jessica Betjemann | Cfo | 15,342 | 0 | 17 Nov, 2025 |
| Anne H Chow | - | 15,173 | 0 | 28 Jan, 2025 |
| Nancy R Phillips | - | 15,173 | 0 | 28 Jan, 2025 |
| Anthony Derek Hatch | Chief Accounting Officer | 13,551 | 0 | 17 Nov, 2025 |
| Efrain Rivera | - | 12,087 | 0 | 27 Jan, 2026 |
| Jennifer C. Colosimo | President Enterprise Division | 11,830 | 0 | 18 Oct, 2022 |
| Anthony Derek Hatch | Chief Accounting Officer | 11,507 | 0 | 14 Jul, 2025 |
| Craig Cuffie | - | 11,166 | 0 | 28 Jan, 2025 |
| Holly Procter | President, Enterprise Division | 9,260 | 0 | 17 Nov, 2025 |
| Efrain Rivera | - | 6,309 | 0 | 28 Jan, 2025 |
| Jessica Betjemann | Cfo | 2,936 | 0 | 14 Jul, 2025 |
| Meisha Sherman | Cpo | 1,310 | 0 | 10 Oct, 2023 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 07 Apr, 2026 | Robert A Whitman | Common shares | D | 26,258 | $0.00 | 681,719 | D | G |
| 07 Apr, 2026 | Robert A Whitman | Common shares | D | 26,258 | $0.00 | 681,719 | D | G |
| 29 Jan, 2026 | Robert A Whitman | Common shares | D | 4,834 | $0.00 | 707,977 | D | G |
| 29 Jan, 2026 | Robert A Whitman | Common shares | D | 4,834 | $0.00 | 707,977 | D | G |
| 29 Jan, 2026 | Robert A Whitman | Common shares | D | 4,834 | $0.00 | 707,977 | D | G |
| 23 Jan, 2026 | Efrain Rivera | Common shares | A | 5,778 | $0.00 | 12,087 | D | A |
| 23 Jan, 2026 | Bever Derek C M Van | Common shares | A | 5,778 | $0.00 | 24,011 | D | A |
| 23 Jan, 2026 | Anne H Chow | Common shares | A | 5,778 | $0.00 | 20,951 | D | A |
| 23 Jan, 2026 | Craig Cuffie | Common shares | A | 5,778 | $0.00 | 16,944 | D | A |
| 23 Jan, 2026 | Efrain Rivera | Common shares | A | 5,778 | $0.00 | 12,087 | D | A |
| 23 Jan, 2026 | Efrain Rivera | Common shares | A | 5,778 | $0.00 | 12,087 | D | A |
| 23 Jan, 2026 | Robert A Whitman | Common shares | A | 5,778 | $0.00 | 712,811 | D | A |
| 23 Jan, 2026 | Robert A Whitman | Common shares | A | 5,778 | $0.00 | 712,811 | D | A |
| 23 Jan, 2026 | Nancy R Phillips | Common shares | A | 5,778 | $0.00 | 20,951 | D | A |
| 23 Jan, 2026 | Robert A Whitman | Common shares | A | 5,778 | $0.00 | 712,811 | D | A |
| 23 Jan, 2026 | Bever Derek C M Van | Common shares | A | 5,778 | $0.00 | 24,011 | D | A |
| 23 Jan, 2026 | Bever Derek C M Van | Common shares | A | 5,778 | $0.00 | 24,011 | D | A |
| 20 Oct, 2025 | Anthony Derek Hatch | Common shares | D | 126 | $17.65 | 13,425 | D | F |
| 20 Oct, 2025 | Anthony Derek Hatch | Common shares | D | 126 | $17.65 | 13,425 | D | F |
| 20 Oct, 2025 | Paul S Walker | Common shares | D | 1,461 | $17.65 | 130,468 | D | F |