Franklin Covey's three largest insider shareholders as of March 23, 2026 are Robert A Whitman (Director, 707.98K shares), Donald J Mcnamara (Director, 459.98K shares), Joel Clinton Peterson (Director, 245.60K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert A Whitman | 707,977 | 0 | 30 Jan, 2026 | |
| Donald J Mcnamara | 459,980 | 0 | 27 Jan, 2026 | |
| Joel Clinton Peterson | 245,602 | 0 | 28 Jan, 2025 | |
| Michael Sean Merrill Covey | President, Education Division | 225,204 | 0 | 17 Nov, 2025 |
| Stephen D Young | Cfo | 200,456 | 0 | 26 Nov, 2024 |
| Paul S Walker | Ceo, Director | 131,929 | 0 | 17 Nov, 2025 |
| Colleen D Dom | Coo | 60,018 | 0 | 17 Nov, 2025 |
| Jennifer C. Colosimo | President, Enterprise Division | 37,336 | 0 | 14 Jul, 2025 |
| Clifton Todd Davis | Vp People Services | 30,176 | 0 | 18 Oct, 2022 |
| 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 | |
| Craig Cuffie | 16,944 | 0 | 27 Jan, 2026 | |
| Jessica Betjemann | Cfo | 15,342 | 0 | 17 Nov, 2025 |
| Anthony Derek Hatch | Chief Accounting Officer | 13,551 | 0 | 17 Nov, 2025 |
| Efrain Rivera | 12,087 | 0 | 27 Jan, 2026 | |
| Holly Procter | President, Enterprise Division | 9,260 | 0 | 17 Nov, 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 |
|---|---|---|---|---|---|---|---|---|
| 29 Jan, 2026 | Robert A Whitman | Common shares | D | 4,834 | $0.00 | 707,977 | D | G |
| 23 Jan, 2026 | Craig Cuffie | Common shares | A | 5,778 | $0.00 | 16,944 | D | A |
| 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 | Anne H Chow | Common shares | A | 5,778 | $0.00 | 20,951 | D | A |
| 23 Jan, 2026 | Nancy R Phillips | Common shares | A | 5,778 | $0.00 | 20,951 | D | A |
| 20 Oct, 2025 | Colleen D Dom | Common shares | D | 149 | $17.65 | 59,869 | D | F |
| 20 Oct, 2025 | Paul S Walker | Common shares | D | 1,461 | $17.65 | 130,468 | D | F |
| 20 Oct, 2025 | Michael Sean Merrill Covey | Common shares | D | 208 | $17.65 | 224,996 | D | F |
| 20 Oct, 2025 | Jessica Betjemann | Common shares | D | 287 | $17.65 | 15,055 | D | F |
| 20 Oct, 2025 | Anthony Derek Hatch | Common shares | D | 126 | $17.65 | 13,425 | D | F |
| 21 Nov, 2025 | Anthony Derek Hatch | Common shares | A | 1,357 | $0.00 | 14,782 | D | A |
| 21 Nov, 2025 | Michael Sean Merrill Covey | Common shares | A | 3,315 | $0.00 | 228,311 | D | A |
| 21 Nov, 2025 | Paul S Walker | Common shares | A | 11,299 | $0.00 | 141,767 | D | A |
| 21 Nov, 2025 | Colleen D Dom | Common shares | A | 3,014 | $0.00 | 62,883 | D | A |
| 21 Nov, 2025 | Anthony Derek Hatch | Common shares | D | 600 | $15.13 | 14,182 | D | F |
| 21 Nov, 2025 | Paul S Walker | Common shares | D | 4,995 | $15.13 | 136,772 | D | F |
| 21 Nov, 2025 | Michael Sean Merrill Covey | Common shares | D | 1,466 | $15.13 | 226,845 | D | F |