BENFranklin Resources

1. Aug 10, 20265.500% Unsecured Notes due 2036 On August 10, 2026, Franklin Resources, Inc., a Delaware corporation (the “Company”), completed its previously announced underwritten public offering (the “Offering”) of $750,000,000 aggregate principal amount of its 5.500% Notes due 2036 (the “Notes”)New debt or off-balance-sheet obligation · Form 8-K
2. Jul 31, 2026Effective as of August 17, 2026 (“Effective Date”), the Company filed a Certificate of Amendment of Certificate of Incorporation with the Secretary of State of the State of Delaware to change its corporate name from “Franklin Resources, Inc.” to “Franklin Templeton, Inc.” as of the Effective Date (“Name Change”), and …Earnings release · Form 8-K
3. Jul 30, 2026Second Amended and Restated Credit Agreement On July 30, 2026 (the “Closing Date”), Franklin Resources, Inc., a Delaware corporation (the “Company”), entered into a Second Amended and Restated Credit Agreement (the “Second Amended and Restated Credit Agreement”), by and among the Company, as borrower, the financial …Material agreement entered · Form 8-K
4. Jul 23, 2026Effective July 21, 2026, as approved and recommended by the Compensation Committee (the “Committee”) of the Board of Directors (the “Board”) of Franklin Resources, Inc. (the “Company”), in consultation with the independent compensation consultant of the Committee, as further approved by the Board, the Committee …Director or officer change · Form 8-K
5. Jun 5, 2026As previously disclosed, Western Asset Management Company, LLC (“Western Asset”), a wholly-owned subsidiary of Franklin Resources, Inc., received notifications of investigation by the U.S. Department of Justice (the “DOJ”) and the U.S. Securities and Exchange Commission (the “SEC”) regarding alleged violations of …Other event · Form 8-K
6. Apr 28, 2026Franklin Resources, Inc. Announces Second Quarter Results.Earnings release · press release
7. Feb 5, 2026At the annual meeting of stockholders of Franklin Resources, Inc. (the “Company”) held on February 3, 2026 (the “Annual Meeting”), the Company’s stockholders approved an amendment and restatement of the Company's 1998 Employee Stock Investment Plan ("ESIP"), to increase the number of shares of common stock, par value …Director or officer change · Form 8-K
8. Jan 30, 2026Franklin Resources, Inc. Announces First Quarter Results.Earnings release · press release
9. Dec 17, 2025Joinder and Commitment Increase Agreement On December 11, 2025, Franklin Resources, Inc., a Delaware corporation (the “Company”), entered into a Joinder and Commitment Increase Agreement (the “Joinder Agreement”), by and among the Company, as borrower, Mizuho Bank, Ltd., Royal Bank of Canada, The Bank of New York …Material agreement entered · Form 8-K
10. Dec 15, 2025As previously disclosed, Franklin Resources, Inc. (the “Company”) launched an internal investigation into certain past trade allocations involving treasury derivatives in select accounts managed by Western Asset Management Company, LLC, a wholly-owned subsidiary of the Company (“Western Asset”)Other event · Form 8-K
11. Nov 7, 2025Franklin Resources, Inc. Announces Preliminary Fourth Quarter and Fiscal Year Results.Earnings release · press release
12. Sep 8, 2025On July 16, 2025, Daniel Gamba was appointed Co-President and Chief Commercial Officer of Franklin Resources, Inc. (the “Company”), effective as of October 15, 2025.Director or officer change · Form 8-K

Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.