Extracted from this filing and checked against the source text.
Material Agreements
SEC 8-K Item 1.01/1.02
confidence 0.9
FRANKLIN RESOURCES INC amended Joinder and Commitment Increase Agreement with Bank of America, N.A., Mizuho Bank, Ltd., Royal Bank of Canada, The Bank of New York Mellon valued at Increased aggregate commitments by $400,000,000 to $1,500,000,000 (effective 2025-12-11).
- Action
- amendment
- Agreement
- credit facility
- Counterparty
- Bank of America, N.A., Mizuho Bank, Ltd., Royal Bank of Canada, The Bank of New York Mellon
- Value
- Increased aggregate commitments by $400,000,000 to $1,500,000,000
- Effective
- 2025-12-11
Exact text from the filing
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 Mellon, each of the other Lenders party thereto and Bank of America, N.A., as administrative agent, which amends the Amended and Restated Credit Agreement (the “Credit Agreement”), dated as of April 30, 2025, by and among the Company, as borrower, the financial institutions from time to time party thereto, as lenders, and Bank of America, N.A., as administrative agent.
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