| Relationships | Role | Relationship Start | Relationship End |
| Franklin Resources, Inc. | Parent | 6/30/2007 | 9/16/2014 |
| Franklin Resources, Inc. | Parent | 4/10/2001 | 6/29/2007 |
| Fs Properties, Inc. | Subsidary | 6/30/2007 | 9/16/2014 |
| Fs Properties, Inc. | Subsidary | 4/10/2001 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Franklin Agency, Inc. | Seller | Discontinued | 4/1/2009 |