Filing Analysis

📄 Other SEC Filing Filed Jul 01, 2026
⚪ LOW

Franklin Covey Co. announced its third quarter fiscal 2026 financial results for the period ended May 31, 2026. The filing serves as a formal notice of earnings release and an invitation to a shareholder discussion/webcast.

📋 Key Facts

  • Reported date: July 1, 2026
  • Fiscal quarter ended: May 31, 2026 (Q3 FY2026)
  • Earnings release furnished as Exhibit 99.1
  • Shareholder discussion/webcast scheduled for July 1, 2026, at 5:00 p.m. ET
📄 Other SEC Filing Filed Jun 17, 2026
⚪ LOW

Franklin Covey Co. announced the date and time for its third quarter 2026 financial results conference call and the expected release of the results.

📋 Key Facts

  • Third quarter 2026 financial results are expected to be released after market close on Wednesday, July 1, 2026.
  • The conference call to review these results is scheduled for July 1, 2026, at 5:00 p.m. ET (3:00 p.m. MT).
📢 Regulation FD Disclosure Filed Apr 01, 2026
⚪ LOW

Franklin Covey Co. announced its financial results for the second quarter of fiscal 2026, which ended February 28, 2026. The company also hosted a conference call and webcast on April 1, 2026, to discuss these results with shareholders and the financial community.

📋 Key Facts

  • Financial results reported for the second quarter of fiscal 2026 ended February 28, 2026
  • Earnings release furnished as Exhibit 99.1 to the report
  • Shareholder conference call and webcast scheduled for April 1, 2026, at 5:00 p.m. Eastern Time
  • The filing was made under Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure)
📄 Other SEC Filing Filed Mar 18, 2026
⚪ LOW

Franklin Covey Co. announced that it will release its second quarter fiscal 2026 financial results after the market closes on April 1, 2026. A conference call to discuss the results is scheduled for 5:00 p.m. ET on the same day.

📋 Key Facts

  • The second quarter 2026 financial results conference call is scheduled for April 1, 2026, at 5:00 p.m. ET.
  • Financial results are expected to be released after the close of the market on April 1, 2026.
  • The call will be accessible via a live webcast and telephone registration.
📄 Other SEC Filing Filed Jan 23, 2026
⚪ LOW

Franklin Covey Co. held its Annual Meeting of Shareholders on January 23, 2026. The filing reports the election of eight directors and the approval of executive compensation and the appointment of Deloitte & Touche, LLP as independent auditors.

📋 Key Facts

  • Annual Meeting of Shareholders held on January 23, 2026.
  • Eight nominees for Director were elected to serve until the next annual meeting or successors are qualified.
  • Shareholders approved executive compensation (Say-on-Pay) with 8,574,069 votes in favor and 47,295 against.
  • Shareholders ratified the appointment of Deloitte & Touche, LLP as Independent Registered Public Accounting Firm for fiscal year ending August 31, 2026.
📄 Other SEC Filing Filed Jan 07, 2026
⚪ LOW

Franklin Covey Co. announced its first quarter fiscal 2026 financial results for the period ending November 30, 2025. The filing serves as a formal announcement of earnings and provides details regarding an investor discussion held on January 7, 2026.

📋 Key Facts

  • Reporting period: First quarter of fiscal 2026, ended November 30, 2025.
  • Earnings release date: January 7, 2026.
  • The company hosted a shareholder and financial community discussion on January 7, 2026, at 5:00 p.m. ET.
  • Financial results were furnished pursuant to Item 2.02 of Form 8-K.
📄 Other SEC Filing Filed Dec 22, 2025
⚪ LOW

Franklin Covey Co. announced the schedule for its upcoming conference call to review first quarter 2026 financial results.

📋 Key Facts

  • Q1 2026 financial results release expected after market close on Wednesday, January 7, 2026.
  • Conference call scheduled for Wednesday, January 7, 2026, at 5:00 p.m. ET / 3:00 p.m. MT.
  • Webcast and telephone registration links provided in the filing.
🚪 Officer Departure Filed Nov 24, 2025
⚪ LOW

This 8-K/A amendment discloses the compensation details for Holly Procter following her transition to President of the Enterprise Division, effective September 1, 2025. The filing serves to finalize disclosure regarding her new salary and incentive structures that were not finalized at the time of the original report.

📋 Key Facts

  • Holly Procter appointed as President of the Enterprise Division, effective September 1, 2025.
  • New annual base salary set at $435,000 (effective December 1, 2025).
  • Target short-term cash incentive: $304,500.
  • Target long-term equity incentive: $500,000.
  • Incentive plans are variable and based on achieving 100% of specified metrics.
📄 Other SEC Filing Filed Nov 05, 2025
⚪ LOW

Franklin Covey Co. announced its financial results for the fourth quarter and fiscal year 2025, which ended on August 31, 2025. The filing serves as a formal announcement of earnings and includes details regarding a shareholder discussion held on November 5, 2025.

📋 Key Facts

  • Reporting period: Fourth quarter and fiscal year 2025 ended August 31, 2025.
  • Earnings release furnished as Exhibit 99.1.
  • Shareholder discussion/webcast held on November 5, 2025, at 5:00 p.m. ET.
📄 Other SEC Filing Filed Oct 22, 2025
⚪ LOW

Franklin Covey Co. announced the upcoming release of its fourth quarter and fiscal year 2025 financial results, scheduled for November 5, 2025.

📋 Key Facts

  • Earnings call scheduled for Wednesday, November 5, 2025, at 5:00 p.m. ET.
  • Financial results expected to be released after the market close on November 5, 2025.
  • The announcement covers Q4 and full fiscal year 2025 performance.
🚪 Officer Departure Filed Aug 07, 2025
⚪ LOW

Franklin Covey Co. announced a leadership transition in its Enterprise Division, featuring the departure of long-term President Jennifer C. Colosimo and the appointment of Holly Procter as her successor.

🚩 Red Flags

  • Departure of a long-tenured executive (24 years) can sometimes signal internal shifts, though the transition plan mitigates immediate risk.

📋 Key Facts

  • Jennifer C. Colosimo will step down as President of the Enterprise Division effective August 31, 2025, after 24 years with the company.
  • Colosimo will serve as a senior advisor through December 31, 2025, receiving $50,000 in cash plus benefits and a portion of speaking fees.
  • Holly Procter will become President of the Enterprise Division effective September 1, 2025.
  • Procter currently serves as Chief Revenue Officer; her previous experience includes leadership roles at LinkedIn, Gallup, Clari, and WeWork.
  • Procter's current compensation includes a $360,000 base salary, $240,000 target bonus, and $220,000 in annual equity awards.
📄 Other SEC Filing Filed Jul 02, 2025
⚪ LOW

Franklin Covey Co. announced its third quarter fiscal 2025 financial results for the period ended May 31, 2025. The filing serves as a formal announcement of earnings and includes details regarding a shareholder discussion/webcast.

📋 Key Facts

  • Reported date: July 2, 2025
  • Fiscal period covered: Third Quarter of fiscal 2025 (ended May 31, 2025)
  • Earnings release furnished as Exhibit 99.1
  • Shareholder discussion/webcast held on July 2, 2025, at 5:00 p.m. ET
📄 Other SEC Filing Filed Jun 18, 2025
⚪ LOW

Franklin Covey Co. announced the upcoming release of its third quarter fiscal 2025 financial results and a corresponding conference call scheduled for July 2, 2025.

📋 Key Facts

  • Third quarter fiscal 2025 financial results expected to be released after market close on Wednesday, July 2, 2025.
  • Conference call to review results is scheduled for July 2, 2025, at 5:00 p.m. ET.
  • Webcast and telephone registration links provided for interested parties.
🚪 Officer Departure Filed Apr 21, 2025
🟡 MEDIUM

Franklin Covey Co. announced a significant leadership transition in its finance department, including the retirement of long-tenured CFO Stephen D. Young and the appointment of Jessica Betjemann as the new CFO effective May 1, 2025.

🚩 Red Flags

  • Departure of a long-tenured CFO (24 years) can create institutional knowledge gaps, though the transition period is mitigated by the advisor role.

📋 Key Facts

  • Stephen D. Young will retire as CFO on May 1, 2025, after 24 years of service; he will serve as a senior advisor through August 31, 2025.
  • Jessica Betjemann appointed as EVP and CFO effective May 1, 2025; previously CFO at Gogo, Inc.
  • A. Derek Hatch appointed as Chief Accounting Officer (CAO), Controller, and Treasurer effective May 1, 2025.
  • Betjemann's compensation includes a $450,000 base salary and target annual equity awards of $700,000.
  • Hatch's compensation includes a $280,000 base salary and target annual equity awards of $140,000.
📄 Other SEC Filing Filed Apr 02, 2025
⚪ LOW

Franklin Covey Co. announced its second quarter fiscal 2025 financial results for the period ended February 28, 2025. The filing serves as a formal announcement of earnings and provides details regarding an investor discussion held on April 2, 2025.

📋 Key Facts

  • Reporting period: Second quarter of fiscal 2025 (ended February 28, 2025).
  • Announcement date: April 2, 2025.
  • The company hosted a shareholder and financial community discussion on April 2, 2025, at 5:00 p.m. ET.
  • Earnings release is provided as Exhibit 99.1.
📄 Other SEC Filing Filed Mar 19, 2025
⚪ LOW

Franklin Covey Co. announced the upcoming release of its second quarter fiscal 2025 financial results and a corresponding conference call scheduled for April 2, 2025.

📋 Key Facts

  • Q2 fiscal 2025 financial results expected to be released after market close on Wednesday, April 2, 2025.
  • Conference call is scheduled for April 2, 2025, at 5:00 p.m. ET (3:00 p.m. MT).
  • Webcast and telephone registration links provided for investors.
📄 Other SEC Filing Filed Jan 24, 2025
⚪ LOW

Franklin Covey Co. reported the results of its Annual Meeting of Shareholders held on January 24, 2025. The meeting included the election of directors, approval of executive compensation, ratification of Deloitte & Touche, LLP as independent auditors, and shareholder approval to amend the company's 2022 Omnibus Incentive Plan.

📋 Key Facts

  • Shareholders approved Amendment No. 1 to the 2022 Omnibus Incentive Plan, increasing available shares by 575,000 for a total of 1,575,000 authorized shares.
  • Nine directors were elected to serve until the next annual meeting or successors are qualified.
  • Executive compensation (Say-on-Pay) was approved with 9,093,586 votes in favor and 511,411 against.
  • Deloitte & Touche, LLP was ratified as the independent registered public accounting firm for the fiscal year ending August 31, 2025.
  • The Amendment to the Omnibus Incentive Plan passed with 9,255,222 votes in favor and 350,571 against.
📄 Other SEC Filing Filed Jan 08, 2025
⚪ LOW

Franklin Covey Co. announced its financial results for the first quarter of fiscal 2025, which ended on November 30, 2024. The filing serves as a formal announcement of the earnings release and the associated shareholder discussion.

📋 Key Facts

  • Reported date: January 8, 2025
  • Reporting period: First quarter of fiscal 2025 (ended November 30, 2024)
  • Earnings release furnished as Exhibit 99.1
  • Shareholder discussion/webcast held on January 8, 2025, at 5:00 p.m. ET
📄 Other SEC Filing Filed Dec 19, 2024
⚪ LOW

Franklin Covey Co. announced the upcoming release of its first quarter fiscal 2025 financial results and the scheduled conference call to discuss them.

📋 Key Facts

  • Q1 Fiscal 2025 financial results expected to be released after market close on Wednesday, January 8, 2025.
  • Conference call to review results is scheduled for Wednesday, January 8, 2025, at 5:00 p.m. ET.
  • The company will provide a live webcast and a recorded replay of the event.
📄 Other SEC Filing Filed Nov 06, 2024
⚪ LOW

Franklin Covey Co. filed an 8-K to announce its financial results for the fourth quarter and fiscal year 2024, which ended on August 31, 2024.

📋 Key Facts

  • Reported financial results for Q4 and Fiscal Year 2024 (ended August 31, 2024).
  • The filing includes an earnings release as Exhibit 99.1.
  • A shareholder/financial community discussion was held on November 6, 2024.
📄 Other SEC Filing Filed Oct 23, 2024
⚪ LOW

Franklin Covey Co. announced the scheduled date for its fourth quarter and fiscal year 2024 financial results conference call. The company expects to release these results after the market close on November 6, 2024.

📋 Key Facts

  • Conference call to review Q4 and FY2024 results is scheduled for Wednesday, November 6, 2024, at 5:00 p.m. ET.
  • Financial results are expected to be released after the market close on November 6, 2024.
  • The company will provide a live webcast and telephone registration for interested parties.
📄 Other SEC Filing Filed Jun 26, 2024
⚪ LOW

Franklin Covey Co. filed an 8-K to announce its third quarter fiscal 2024 financial results for the period ended May 31, 2024. The filing includes a notice of a shareholder and financial community discussion held on June 26, 2024.

📋 Key Facts

  • Reporting period: Third Quarter Fiscal 2024 (ended May 31, 2024).
  • Earnings release date: June 26, 2024.
  • The company hosted a discussion for shareholders and the financial community on June 26, 2024, at 5:00 p.m. ET.
📄 Other SEC Filing Filed Jun 12, 2024
⚪ LOW

Franklin Covey Co. announced the upcoming release of its third quarter fiscal 2024 financial results and the scheduled conference call to review them.

📋 Key Facts

  • Third quarter fiscal 2024 financial results expected to be released after market close on Wednesday, June 26, 2024.
  • Conference call to review results is scheduled for June 26, 2024, at 5:00 p.m. ET.
  • Webcast and telephone registration links provided for investors.
📄 Other SEC Filing Filed Mar 27, 2024
⚪ LOW

Franklin Covey Co. announced its second quarter fiscal 2024 financial results for the period ended February 29, 2024. The filing serves as a formal announcement of earnings and provides details regarding an investor webcast.

📋 Key Facts

  • Financial results for Q2 fiscal 2024 (ended Feb 29, 2024) were announced on March 27, 2024.
  • The company hosted a shareholder and financial community discussion via webcast on March 27, 2024.
  • Earnings release is attached as Exhibit 99.1.
📄 Other SEC Filing Filed Mar 13, 2024
⚪ LOW

Franklin Covey Co. announced the upcoming release of its second quarter fiscal 2024 financial results and a scheduled conference call to review the performance.

📋 Key Facts

  • Q2 fiscal 2024 financial results are expected to be released after market close on Wednesday, March 27, 2024.
  • A conference call to review results is scheduled for March 27, 2024, at 5:00 p.m. ET.
  • The announcement was signed by CFO Stephen D. Young.
📄 Other SEC Filing Filed Jan 22, 2024
⚪ LOW

Franklin Covey Co. reported the results of its Annual Meeting of Shareholders held on January 19, 2024. The meeting included the election of nine directors and advisory votes regarding executive compensation and auditor ratification.

📋 Key Facts

  • Annual Meeting of Shareholders held on January 19, 2024.
  • Nine nominees for Director were elected to serve until the next annual meeting or successors are qualified.
  • Shareholders approved the advisory vote on executive compensation (Compensation Discussion and Analysis).
  • Shareholders voted to continue holding advisory votes on executive compensation every year.
  • Shareholders ratified the appointment of Deloitte & Touche, LLP as the Independent Registered Public Accounting Firm for the fiscal year ending August 31, 2024.
📄 Other SEC Filing Filed Jan 04, 2024
⚪ LOW

Franklin Covey Co. announced its first quarter fiscal 2024 financial results for the period ending November 30, 2023. The filing serves as a formal notice of earnings release and an invitation to a shareholder discussion webcast.

📋 Key Facts

  • Reported financial results for Q1 fiscal 2024 (ended Nov 30, 2023).
  • Earnings release furnished as Exhibit 99.1.
  • Shareholder/financial community discussion held on January 4, 2024, at 5:00 p.m. ET.
Disclaimer: This analysis is generated by AI and is for informational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell securities. Always review the original SEC filings and consult a financial advisor before making investment decisions.

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