Through the 90-day period concluding February 19, 2026, Franklin Covey's top three insider stakeholders include Director Robert A Whitman (707.98K shares), Director Donald J Mcnamara (459.98K shares), Director Joel Clinton Peterson (245.60K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Robert A Whitman | 707,977 | 30 Jan, 2026 | |
| Donald J Mcnamara | 459,980 | 27 Jan, 2026 | |
| Joel Clinton Peterson | 245,602 | 28 Jan, 2025 | |
| Michael Sean Merrill Covey | President And Education Division | 225,204 | 17 Nov, 2025 |
| Stephen D Young | Cfo | 200,456 | 26 Nov, 2024 |
| Paul S Walker | Ceo And Director | 131,929 | 17 Nov, 2025 |
| Colleen D Dom | Coo | 60,018 | 17 Nov, 2025 |
| Jennifer C. Colosimo | President And Enterprise Division | 37,336 | 14 Jul, 2025 |
| Clifton Todd Davis | Vp People Services | 30,176 | 18 Oct, 2022 |
| Bever Derek C M Van | 24,011 | 27 Jan, 2026 | |
| Anne H Chow | 20,951 | 27 Jan, 2026 | |
| Nancy R Phillips | 20,951 | 27 Jan, 2026 | |
| Craig Cuffie | 16,944 | 27 Jan, 2026 | |
| Jessica Betjemann | Cfo | 15,342 | 17 Nov, 2025 |
| Anthony Derek Hatch | Chief Accounting Officer | 13,551 | 17 Nov, 2025 |
| Efrain Rivera | 12,087 | 27 Jan, 2026 | |
| Holly Procter | President And Enterprise Division | 9,260 | 17 Nov, 2025 |
| Meisha Sherman | Cpo | 1,310 | 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 |
|---|---|---|---|---|---|---|---|---|
| 29 Jan, 2026 | Robert A Whitman | Common shares | D | 4,834 | $0.00 | 707,977 | D | G |
| 23 Jan, 2026 | Donald J Mcnamara | Common shares | A | 5,778 | $0.00 | 459,980 | D | A |
| 23 Jan, 2026 | Robert A Whitman | Common shares | A | 5,778 | $0.00 | 712,811 | D | A |
| 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 | Nancy R Phillips | Common shares | A | 5,778 | $0.00 | 20,951 | 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 |
| 21 Nov, 2025 | Michael Sean Merrill Covey | Common shares | D | 517 | $19.56 | 226,328 | D | F |
| 21 Nov, 2025 | Michael Sean Merrill Covey | Common shares | A | 3,315 | $0.00 | 228,311 | D | A |
| 21 Nov, 2025 | Michael Sean Merrill Covey | Common shares | D | 1,466 | $15.13 | 226,845 | D | F |
| 21 Nov, 2025 | Colleen D Dom | - | - | 61,550 | D | |||
| 21 Nov, 2025 | Colleen D Dom | Common shares | D | 1,333 | $15.13 | 61,550 | D | F |
| 21 Nov, 2025 | Colleen D Dom | - | - | 61,080 | D | |||
| 21 Nov, 2025 | Colleen D Dom | Common shares | A | 3,014 | $0.00 | 62,883 | D | A |
| 21 Nov, 2025 | Colleen D Dom | Common shares | D | 470 | $19.56 | 61,080 | D | F |
| 21 Nov, 2025 | Paul S Walker | Common shares | D | 1,762 | $19.56 | 139,633 | D | F |
| 21 Nov, 2025 | Paul S Walker | - | - | 139,633 | D | |||
| 21 Nov, 2025 | Paul S Walker | Common shares | D | 3,663 | $15.13 | 141,395 | D | F |
| 21 Nov, 2025 | Paul S Walker | - | - | 141,767 | D |