0001398344-25-002809.txt : 20250214 0001398344-25-002809.hdr.sgml : 20250214 20250214105315 ACCESSION NUMBER: 0001398344-25-002809 CONFORMED SUBMISSION TYPE: SCHEDULE 13G PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20250214 DATE AS OF CHANGE: 20250214 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: FRANKLIN COVEY CO CENTRAL INDEX KEY: 0000886206 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-MANAGEMENT SERVICES [8741] ORGANIZATION NAME: 07 Trade & Services IRS NUMBER: 870401551 STATE OF INCORPORATION: UT FISCAL YEAR END: 0831 FILING VALUES: FORM TYPE: SCHEDULE 13G SEC ACT: 1934 Act SEC FILE NUMBER: 005-43123 FILM NUMBER: 25624802 BUSINESS ADDRESS: STREET 1: 2200 W PARKWAY BLVD CITY: SALT LAKE CITY STATE: UT ZIP: 84119-2331 BUSINESS PHONE: 8018175030 MAIL ADDRESS: STREET 1: 2200 W PARKWAY BLVD CITY: SALT LAKE CITY STATE: UT ZIP: 84119 FORMER COMPANY: FORMER CONFORMED NAME: FRANKLIN QUEST CO DATE OF NAME CHANGE: 19940218 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CENTRAL INDEX KEY: 0001238990 ORGANIZATION NAME: IRS NUMBER: 820566501 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SCHEDULE 13G BUSINESS ADDRESS: STREET 1: 7701 FRANCE AVE. SOUTH STREET 2: SUITE 300 CITY: EDINA STATE: MN ZIP: 55435 BUSINESS PHONE: 9522244350 MAIL ADDRESS: STREET 1: 7701 FRANCE AVE. SOUTH STREET 2: SUITE 300 CITY: EDINA STATE: MN ZIP: 55435 FORMER COMPANY: FORMER CONFORMED NAME: BRIDGEWATER CAPITAL ADVISORS INC DATE OF NAME CHANGE: 20030605 SCHEDULE 13G 1 primary_doc.xml SCHEDULE 13G 0001238990 XXXXXXXX LIVE Common Stock 12/31/2024 0000886206 Franklin Covey Co. 353469109 2200 West Parkway Blvd. Salt Lake City UT 84119 Rule 13d-1(b) Punch & Associates Investment Management, Inc. MN 679100.00 0.00 679100.00 0.00 679100.00 N 5.2 IA Franklin Covey Co. 2200 West Parkway Blvd. Salt Lake City, UT 84119 Punch & Associates Investment Management, Inc. 7701 France Ave. So., Suite 300 Edina, MN 55435 Minnesota N IA 679100 5.2 679100 0 679100 0 Y Y Y Y Y N By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11. Punch & Associates Investment Management, Inc. /s/ Howard D. Punch, Jr. Howard D. Punch, Jr./Chief Investment Officer 01/06/2025