MarketPeel
Insider Trading Intelligence
Pricing
…
MB

Mariann H. Byerwalter

BEN
DIRECTOR · FRANKLIN RESOURCES INC · CIK 0001233561
FILING MIX · LIFETIME50%/50%
BUYS
8
SELLS
8
TOTAL VALUE
$1.71M
COMPANIES
2
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
46,751
AVG SELL PX
$19.71
TRADE KIND
SHOWING 16 / 16
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
7 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Mariann H. Byerwalter, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d7+57.14%+1.80%+0.74%+1.06%-0.07%—
14d7+57.14%+5.01%+1.42%+3.59%-1.72%—
30d7+42.86%+7.62%+2.23%+5.39%+2.76%—
60d7+14.29%+17.40%+7.32%+10.09%+6.78%—
90d7+28.57%+16.93%+7.89%+9.04%+12.09%—
180d7+0.00%+36.62%+15.64%+20.98%+12.70%—
1y7+28.57%+38.82%+25.32%+13.49%+16.96%—
2y7+42.86%+28.12%+28.46%-0.35%+6.40%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
BEN · 34,781 shares · as of Feb 3, 2026
08,69517,39126,08634,781202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
FLOW · 8 buys / 8 sellsCOVERAGE · 25 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
BEN
FRANKLIN RESOURCES INC
PURCHASEGRANT
Stock grant
7,593$27.00$205.0K34,781Feb 3, 2026Feb 4, 2026 ↗View →
BEN
FRANKLIN RESOURCES INC
PURCHASEGRANT
Stock grant
9,371$20.81$195.0K27,188Feb 4, 2025Feb 5, 2025 ↗View →
BEN
FRANKLIN RESOURCES INC
PURCHASEGRANT
Stock grant
7,323$26.63$195.0K17,817Feb 6, 2024Feb 7, 2024 ↗View →
BEN
FRANKLIN RESOURCES INC
SALE10b5-1
10b5-1 plan
6,011$24.01$144.3K10,494Oct 10, 2023Oct 10, 2023 ↗View →
BEN
FRANKLIN RESOURCES INC
PURCHASEGRANT
Stock grant
4,982$32.12$160.0K16,505Feb 7, 2023Feb 8, 2023 ↗View →
BEN
FRANKLIN RESOURCES INC
SALE
3,135$23.37$73.3K11,523Jun 15, 2022Jun 16, 2022 ↗View →
BEN
FRANKLIN RESOURCES INC
PURCHASEGRANT
Stock grant
5,512$29.03$160.0K14,658Feb 23, 2022Feb 24, 2022 ↗View →
BEN
FRANKLIN RESOURCES INC
SALE
2,400$33.91$81.4K9,146Jun 15, 2021Jun 15, 2021 ↗View →
BEN
FRANKLIN RESOURCES INC
PURCHASEGRANT
Stock grant
6,011$26.62$160.0K11,546Feb 9, 2021Feb 10, 2021 ↗View →
BEN
FRANKLIN RESOURCES INC
SALE
1,826$23.97$43.8K5,535Dec 15, 2020Dec 16, 2020 ↗View →
BEN
FRANKLIN RESOURCES INC
SALE
1,827$22.16$40.5K7,361Nov 27, 2020Nov 30, 2020 ↗View →
BEN
FRANKLIN RESOURCES INC
SALE
1,827$21.90$40.0K9,188Aug 17, 2020Aug 18, 2020 ↗View →
RWT
REDWOOD TRUST INC
SALE
5,778$4.52$26.1K11,969.7May 21, 2020May 22, 2020 ↗View →
RWT
REDWOOD TRUST INC
PURCHASE
5,778$4.25$24.6K17,747.7May 20, 2020May 22, 2020 ↗View →
RWT
REDWOOD TRUST INC
SALE
5,778——0May 20, 2020May 22, 2020 ↗View →
BEN
FRANKLIN RESOURCES INC
PURCHASEGRANT
Stock grant
6,360$25.16$160.0K11,015Feb 11, 2020Feb 12, 2020 ↗View →
Other insiders · BEN
Loading peer insiders…
About this filer
CIK 0001233561
ROLE
Director
PRIMARY
BEN
COMPANIES
2
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001233561DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

The morning brief, before the bell.

One short email. Insider buys, congressional trades, and plain-English analysis.

Feedback