As of August 29, 2026, Franklin Covey's top three insider holders are Robert A Whitman (Director, 712.81K shares), Robert A Whitman (Director, 712.81K shares), Robert A Whitman (Executive Chairman, 696.96K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Robert A Whitman | Director | 2,091,485 | 0 | 2,091,485 | 38.6% | 08 Apr, 2026 |
| 2 | Donald J Mcnamara | Director | 914,182 | 0 | 914,182 | 16.9% | 27 Jan, 2026 |
| 3 | Michael Sean Merrill Covey | President, Education Division | 900,976 | 0 | 900,976 | 16.6% | 17 Nov, 2025 |
| 4 | Stephen D Young | Cfo | 428,748 | 0 | 428,748 | 7.9% | 26 Nov, 2024 |
| 5 | Paul S Walker | Ceo, Director | 338,441 | 0 | 338,441 | 6.2% | 17 Nov, 2025 |
| 6 | Joel Clinton Peterson | Director | 245,602 | 0 | 245,602 | 4.5% | 28 Jan, 2025 |
| 7 | Colleen D Dom | Coo | 175,083 | 0 | 175,083 | 3.2% | 14 Jul, 2026 |
| 8 | Jennifer C. Colosimo | President, Enterprise Division | 76,738 | 0 | 76,738 | 1.4% | 14 Jul, 2025 |
| 9 | Bever Derek C M Van | Director | 42,244 | 0 | 42,244 | 0.8% | 27 Jan, 2026 |
| 10 | Anne H Chow | Director | 36,124 | 0 | 36,124 | 0.7% | 27 Jan, 2026 |
| 11 | Nancy R Phillips | Director | 36,124 | 0 | 36,124 | 0.7% | 27 Jan, 2026 |
| 12 | Clifton Todd Davis | Vp People Services | 30,176 | 0 | 30,176 | 0.6% | 18 Oct, 2022 |
| 13 | Craig Cuffie | Director | 28,110 | 0 | 28,110 | 0.5% | 27 Jan, 2026 |
| 14 | Anthony Derek Hatch | Chief Accounting Officer | 25,058 | 0 | 25,058 | 0.5% | 17 Nov, 2025 |
| 15 | Efrain Rivera | Director | 18,396 | 0 | 18,396 | 0.3% | 27 Jan, 2026 |
| 16 | Jessica Betjemann | Cfo | 18,278 | 0 | 18,278 | 0.3% | 17 Nov, 2025 |
| 17 | Holly Procter | President, Enterprise Division | 12,737 | 0 | 12,737 | 0.2% | 04 Jun, 2026 |
| 18 | Meisha Sherman | Cpo | 1,310 | 0 | 1,310 | 0.0% | 10 Oct, 2023 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 13 Jul, 2026 | Colleen D Dom | Coo | Disposed G | 1,999 | $0.00 | $0 | 59,081 | Direct |
| 03 Jun, 2026 | Holly Procter | President, Enterprise Division | Acquired A | 3,385 | $0.00 | $0 | 13,726 | Direct |
| 03 Jun, 2026 | Holly Procter | President, Enterprise Division | Disposed F | 989 | $23.30 | $23.04K | 12,737 | Direct |
| 07 Apr, 2026 | Robert A Whitman | Director | Disposed G | 26,258 | $0.00 | $0 | 681,719 | Direct |
| 07 Apr, 2026 | Robert A Whitman | Director | Disposed G | 26,258 | $0.00 | $0 | 681,719 | Direct |
| 07 Apr, 2026 | Robert A Whitman | Director | Disposed G | 26,258 | $0.00 | $0 | 681,719 | Direct |
| 07 Apr, 2026 | Robert A Whitman | Director | Disposed G | 26,258 | $0.00 | $0 | 681,719 | Direct |
| 29 Jan, 2026 | Robert A Whitman | Director | Disposed G | 4,834 | $0.00 | $0 | 707,977 | Direct |
| 29 Jan, 2026 | Robert A Whitman | Director | Disposed G | 4,834 | $0.00 | $0 | 707,977 | Direct |
| 29 Jan, 2026 | Robert A Whitman | Director | Disposed G | 4,834 | $0.00 | $0 | 707,977 | Direct |
| 29 Jan, 2026 | Robert A Whitman | Director | Disposed G | 4,834 | $0.00 | $0 | 707,977 | Direct |
| 29 Jan, 2026 | Robert A Whitman | Director | Disposed G | 4,834 | $0.00 | $0 | 707,977 | Direct |
| 23 Jan, 2026 | Craig Cuffie | Director | Acquired A | 5,778 | $0.00 | $0 | 16,944 | Direct |
| 23 Jan, 2026 | Bever Derek C M Van | Director | Acquired A | 5,778 | $0.00 | $0 | 24,011 | Direct |
| 23 Jan, 2026 | Bever Derek C M Van | Director | Acquired A | 5,778 | $0.00 | $0 | 24,011 | Direct |
| 23 Jan, 2026 | Robert A Whitman | Director | Acquired A | 5,778 | $0.00 | $0 | 712,811 | Direct |
| 23 Jan, 2026 | Robert A Whitman | Director | Acquired A | 5,778 | $0.00 | $0 | 712,811 | Direct |
| 23 Jan, 2026 | Robert A Whitman | Director | Acquired A | 5,778 | $0.00 | $0 | 712,811 | Direct |
| 23 Jan, 2026 | Nancy R Phillips | Director | Acquired A | 5,778 | $0.00 | $0 | 20,951 | Direct |
| 23 Jan, 2026 | Bever Derek C M Van | Director | Acquired A | 5,778 | $0.00 | $0 | 24,011 | Direct |