Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| SELL | HS HSY
|
$1K–$15K | 2026-02-10 | 2026-02-23 | PDF → |
| SELL | HS HSY
|
$50K–$100K | 2026-02-10 | 2026-02-23 | PDF → |
| BUY | UN UNP
|
$50K–$100K | 2025-10-14 | 2025-10-22 | PDF → |
| BUY | IV IVV
other
|
$50K–$100K | 2025-10-14 | 2025-10-22 | PDF → |
| BUY | IV IVV
other
|
$1K–$15K | 2025-10-14 | 2025-10-22 | PDF → |
| BUY | UN UNP
|
$1K–$15K | 2025-10-14 | 2025-10-22 | PDF → |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-08-04 | 2025-08-14 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-08-04 | 2025-08-14 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-08-04 | 2025-08-14 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2025-08-04 | 2025-08-14 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-07-22 | 2025-07-31 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2025-07-22 | 2025-07-31 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-06-16 | 2025-07-14 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-06-16 | 2025-07-14 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-06-16 | 2025-07-14 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-06-16 | 2025-07-14 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-06-16 | 2025-07-14 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-06-16 | 2025-07-14 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-06-16 | 2025-07-14 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-06-16 | 2025-07-14 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-06-16 | 2025-07-14 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-06-16 | 2025-07-14 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-06-16 | 2025-07-14 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-06-16 | 2025-07-14 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-06-16 | 2025-07-14 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-06-16 | 2025-07-14 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-06-16 | 2025-07-14 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-06-16 | 2025-07-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-09-25 | 2025-07-03 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-09-25 | 2025-07-03 LATE | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Franklin still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
LM LMT |
$145K | 12.8% | +35.7% | Oct 2022 | Feb 2025 | |
UN UNP |
recent | $103K | 9.1% | +31.4% | Jun 2025 | Oct 2025 |
CB CB |
$99K | 8.7% | +26.5% | Aug 2024 | Aug 2024 | |
GD GD |
$99K | 8.7% | +25.6% | Aug 2024 | Aug 2024 | |
AM AMZN |
$98K | 8.6% | +31.3% | Mar 2025 | Feb 2025 | |
AM AMGN |
$96K | 8.4% | +22.3% | Aug 2024 | Aug 2024 | |
AP APD |
$87K | 7.7% | +10.9% | Aug 2024 | Aug 2024 | |
| 🔒Register for free to view | $84K | 7.4% | +7.4% | Oct 2024 | Sep 2024 | |
| 🔒Register for free to view | $75K | 6.6% | -4.0% | Oct 2024 | Sep 2024 | |
| 🔒Register for free to view | recent | $49K | 4.3% | -21.8% | Apr 2025 | Aug 2025 |
| 🔒Register for free to view | $45K | 4.0% | -42.4% | Aug 2024 | Aug 2024 | |
| 🔒Register for free to view | $42K | 3.7% | +78.2% | May 2023 | Jan 2025 | |
| 🔒Register for free to view | recent | $33K | 2.9% | -24.0% | May 2023 | Aug 2025 |
| 🔒Register for free to view | recent | $17K | 1.5% | -4.6% | Aug 2024 | Feb 2026 |
| 🔒Register for free to view | recent | $13K | 1.2% | +75.6% | Aug 2024 | Jun 2025 |
| 🔒Register for free to view | $10K | 0.9% | +160.8% | Oct 2022 | Sep 2022 | |
| 🔒Register for free to view | $10K | 0.9% | +150.4% | Oct 2022 | Sep 2022 | |
| 🔒Register for free to view | $8K | 0.7% | +94.3% | May 2023 | Apr 2023 | |
| 🔒Register for free to view | $7K | 0.6% | +87.4% | May 2023 | Apr 2023 | |
| 🔒Register for free to view | recent | $5K | 0.5% | +83.9% | Aug 2024 | Jun 2025 |
| 🔒Register for free to view | $5K | 0.4% | +28.2% | Jul 2025 | Aug 2024 | |
| 🔒Register for free to view | $4K | 0.4% | +8.9% | Oct 2022 | Aug 2024 | |
| 🔒Register for free to view | recent | $3K | 0.3% | +6.5% | Aug 2024 | Jun 2025 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-08-10 35d ago | — | PDF → |
| 2 | PTR | 2026-02-23 203d ago | 2 | PDF → |
| 3 | PTR | 2025-10-22 327d ago | 4 | PDF → |
| 4 | PTR | 2025-08-14 396d ago | 4 | PDF → |
| 5 | PTR | 2025-07-31 410d ago | 2 | PDF → |
| 6 | Annual | 2025-07-31 410d ago | — | PDF → |
| 7 | PTR | 2025-07-14 427d ago | 16 | 🔒Register for free to view |
| 8 | PTR | 2025-07-03 438d ago | 35 | 🔒Register for free to view |
| 9 | PTR | 2025-06-02 469d ago | 1 | 🔒Register for free to view |
| 10 | PTR | 2025-04-17 515d ago | 1 | 🔒Register for free to view |
| 11 | PTR | 2025-04-11 521d ago | 2 | 🔒Register for free to view |
| 12 | PTR | 2025-03-18 545d ago | 8 | 🔒Register for free to view |
| 13 | PTR | 2025-02-23 568d ago | 2 | 🔒Register for free to view |
| 14 | PTR | 2024-10-15 699d ago | 4 | 🔒Register for free to view |
| 15 | PTR | 2024-08-20 755d ago | 68 | 🔒Register for free to view |
| 16 | Annual | 2024-08-08 767d ago | — | 🔒Register for free to view |
| 17 | PTR | 2024-06-02 834d ago | 1 | 🔒Register for free to view |
| 18 | PTR | 2024-04-23 874d ago | 2 | 🔒Register for free to view |
| 19 | PTR | 2023-10-12 1068d ago | 24 | 🔒Register for free to view |
| 20 | Annual | 2023-07-29 1143d ago | — | 🔒Register for free to view |
| 21 | PTR | 2023-05-23 1210d ago | 14 | 🔒Register for free to view |
| 22 | PTR | 2023-03-07 1287d ago | 20 | 🔒Register for free to view |
| 23 | PTR | 2022-10-11 1434d ago | 22 | 🔒Register for free to view |
| 24 | Annual | 2022-05-16 1582d ago | — | 🔒Register for free to view |
| 25 | PTR | 2022-03-03 1656d ago | 1 | 🔒Register for free to view |
| 26 | PTR | 2021-06-01 1931d ago | 1 | 🔒Register for free to view |
| 27 | PTR | 2021-03-26 1998d ago | 1 | 🔒Register for free to view |
Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.