As of April 28, 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 (Director, 707.98K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert A Whitman | - | 712,811 | 0 | 27 Jan, 2026 |
| Robert A Whitman | - | 712,811 | 0 | 27 Jan, 2026 |
| Robert A Whitman | - | 707,977 | 0 | 30 Jan, 2026 |
| Robert A Whitman | Executive Chairman | 696,955 | 0 | 25 Feb, 2025 |
| Robert A Whitman | Executive Chairman | 696,955 | 0 | 25 Feb, 2025 |
| Robert A Whitman | - | 681,719 | 0 | 08 Apr, 2026 |
| Donald J Mcnamara | - | 459,980 | 0 | 27 Jan, 2026 |
| Donald J Mcnamara | - | 454,202 | 0 | 28 Jan, 2025 |
| Joel Clinton Peterson | - | 245,602 | 0 | 28 Jan, 2025 |
| 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 |
| 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 |
| 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 | 131,929 | 0 | 17 Nov, 2025 |
| Paul S Walker | Ceo, Director | 108,213 | 0 | 14 Jul, 2025 |
| Paul S Walker | Ceo, Director | 108,213 | 0 | 14 Jul, 2025 |
| Paul S Walker | Ceo, Director | 98,299 | 0 | 21 Nov, 2024 |
| 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 |
| Bever Derek C M Van | - | 24,011 | 0 | 27 Jan, 2026 |
| Anne H Chow | - | 20,951 | 0 | 27 Jan, 2026 |
| Nancy R Phillips | - | 20,951 | 0 | 27 Jan, 2026 |
| Bever Derek C M Van | - | 18,233 | 0 | 28 Jan, 2025 |
| 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 |
| Nancy R Phillips | - | 15,173 | 0 | 28 Jan, 2025 |
| Anne H Chow | - | 15,173 | 0 | 28 Jan, 2025 |
| Anthony Derek Hatch | Chief Accounting Officer | 13,551 | 0 | 17 Nov, 2025 |
| Anthony Derek Hatch | Chief Accounting Officer | 13,551 | 0 | 17 Nov, 2025 |
| Efrain Rivera | - | 12,087 | 0 | 27 Jan, 2026 |
| 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 |
| 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 |
| Holly Procter | President, Enterprise Division | 9,260 | 0 | 17 Nov, 2025 |
| Efrain Rivera | - | 6,309 | 0 | 28 Jan, 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 |
| 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 |
| 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 | 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 |
| 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 | Robert A Whitman | Common shares | A | 5,778 | $0.00 | 712,811 | D | A |
| 23 Jan, 2026 | Craig Cuffie | Common shares | A | 5,778 | $0.00 | 16,944 | 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 | Efrain Rivera | Common shares | A | 5,778 | $0.00 | 12,087 | D | A |
| 23 Jan, 2026 | Donald J Mcnamara | Common shares | A | 5,778 | $0.00 | 459,980 | D | A |
| 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 |
| 20 Oct, 2025 | Paul S Walker | Common shares | D | 1,461 | $17.65 | 130,468 | D | F |
| 20 Oct, 2025 | Colleen D Dom | Common shares | D | 149 | $17.65 | 59,869 | D | F |
| 20 Oct, 2025 | Michael Sean Merrill Covey | Common shares | D | 208 | $17.65 | 224,996 | D | F |
| 20 Oct, 2025 | Anthony Derek Hatch | Common shares | D | 126 | $17.65 | 13,425 | D | F |
| 20 Oct, 2025 | Jessica Betjemann | Common shares | D | 287 | $17.65 | 15,055 | D | F |