Nelson Peltz

Insider Reports History

Entity
Individual
Location
223 Sunset Avenue, Palm Beach, FL
Signature
/s/ Daniel R. Marx, Attorney-In-Fact for Nelson. Peltz
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Nelson Peltz:

Stock Role Class Num Shares Value Price $ Report Date Ownership
SYSCO CORP Director Common Stock 17.9M $1.3B $73.04 Jun 8, 2021 Indirect
JANUS HENDERSON GROUP PLC Director, 10%+ Owner Common Stock 31.9M $872M $27.35 Mar 31, 2022 Indirect
PROCTER & GAMBLE Co Director Common Stock 5.26M $786M $149.40 Aug 31, 2021 Indirect
Invesco Ltd. Director Common Shares 45.5M $724M $15.92 Dec 13, 2021 Indirect
Wendy's Co Director, 10%+ Owner Common Stock 14.9M $257M $17.18 Aug 8, 2024 By Trian Partners
Wendy's Co Director, 10%+ Owner Common Stock 9.96M $171M $17.18 Aug 8, 2024 Direct
Wendy's Co Director, 10%+ Owner Common Stock 132K $2.27M $17.18 Aug 8, 2024 By Peltz 2009 Family Trust
Wendy's Co Director, 10%+ Owner Common Stock 81.1K $1.39M $17.18 Aug 8, 2024 By Children
Madison Square Garden Sports Corp. Director Restricted Stock Units 7.32K $1.26M $171.50 Feb 15, 2024 Direct
PROCTER & GAMBLE Co Director Common Stock 5.46K $815K $149.40 Aug 31, 2021 Direct
Wendy's Co Director, 10%+ Owner Common Stock 44.2K $759K $17.18 Aug 8, 2024 By Spouse
SYSCO CORP Director Common Stock 4.84K $354K $73.04 Jun 7, 2021 Direct
Wendy's Co Director, 10%+ Owner Common Stock 19.1K $329K $17.18 Aug 8, 2024 By Peltz 2023 Family Trust
Invesco Ltd. Director Common Shares 8.22K $131K $15.92 Dec 13, 2021 Direct
Madison Square Garden Sports Corp. Director Class A Common Stock 506 $97.3K $192.22 Feb 15, 2024 Direct
Invesco Ltd. Director Put-Call Option (right and obligation to buy) 0 Dec 13, 2021 Indirect

Insider Reports Filed by Nelson Peltz

Symbol Company Period Transactions Value $ Form Type Date Filed Role
WEN Wendy's Co Aug 8, 2024 1 -$17.2M 4 Aug 9, 2024 Director, 10%+ Owner
WEN Wendy's Co Jul 3, 2024 1 $22K 4/A Jul 8, 2024 Director, 10%+ Owner
WEN Wendy's Co Jul 3, 2024 1 $22K 4 Jul 8, 2024 Director, 10%+ Owner
WEN Wendy's Co May 21, 2024 1 $0 4 May 23, 2024 Director, 10%+ Owner
WEN Wendy's Co Apr 3, 2024 1 $22K 4 Apr 5, 2024 Director, 10%+ Owner
MSGS Madison Square Garden Sports Corp. Feb 15, 2024 1 $0 4 Feb 16, 2024 Director
WEN Wendy's Co Jan 4, 2024 1 $22K 4 Jan 8, 2024 Director, 10%+ Owner
MSGS Madison Square Garden Sports Corp. Dec 11, 2023 1 $0 4 Dec 12, 2023 Director
WEN Wendy's Co Nov 14, 2023 1 -$35.3M 4 Nov 14, 2023 Director, 10%+ Owner
WEN Wendy's Co Oct 6, 2023 1 $22K 4 Oct 10, 2023 Director, 10%+ Owner
WEN Wendy's Co Aug 22, 2023 1 -$59M 4 Aug 23, 2023 Director, 10%+ Owner
WEN Wendy's Co Jul 6, 2023 1 $23K 4 Jul 10, 2023 Director, 10%+ Owner
WEN Wendy's Co Jun 2, 2023 1 -$10.1M 4 Jun 2, 2023 Director, 10%+ Owner
WEN Wendy's Co May 22, 2023 1 -$12M 4 May 24, 2023 Director, 10%+ Owner
WEN Wendy's Co May 16, 2023 1 $0 4 May 18, 2023 Director, 10%+ Owner
WEN Wendy's Co Apr 4, 2023 1 $20.1K 4 Apr 6, 2023 Director, 10%+ Owner
WEN Wendy's Co Mar 3, 2023 1 -$80M 4 Mar 3, 2023 Director, 10%+ Owner
MSGS Madison Square Garden Sports Corp. Feb 15, 2023 1 $0 4 Feb 17, 2023 Director
WEN Wendy's Co Jan 6, 2023 1 $20.1K 4 Jan 10, 2023 Director, 10%+ Owner
MSGS Madison Square Garden Sports Corp. Dec 9, 2022 1 $0 4 Dec 13, 2022 Director
WEN Wendy's Co Oct 4, 2022 1 $22.6K 4 Oct 6, 2022 Director, 10%+ Owner
WEN Wendy's Co Jul 12, 2022 1 $22.6K 4 Jul 14, 2022 Director, 10%+ Owner
WEN Wendy's Co May 18, 2022 1 $0 4 May 20, 2022 Director, 10%+ Owner
WEN Wendy's Co Apr 5, 2022 1 $22.6K 4 Apr 6, 2022 Director, 10%+ Owner
JHG JANUS HENDERSON GROUP PLC Mar 29, 2022 3 $24.3M 4 Mar 31, 2022 Director, 10%+ Owner
JHG JANUS HENDERSON GROUP PLC Mar 11, 2022 3 $46.7M 4 Mar 15, 2022 Director, 10%+ Owner
JHG JANUS HENDERSON GROUP PLC Mar 7, 2022 3 $46.2M 4 Mar 9, 2022 Director, 10%+ Owner
MSGS Madison Square Garden Sports Corp. Feb 15, 2022 1 $0 4 Feb 17, 2022 Director
JHG JANUS HENDERSON GROUP PLC Feb 1, 2022 0 $0 3 Feb 9, 2022 Director
WEN Wendy's Co Jan 6, 2022 1 $22.6K 4 Jan 7, 2022 Director, 10%+ Owner
IVZ Invesco Ltd. Dec 13, 2021 8 $92.7M 4 Dec 15, 2021 Director
MSGS Madison Square Garden Sports Corp. Dec 8, 2021 1 $0 4 Dec 10, 2021 Director
WEN Wendy's Co Oct 5, 2021 1 $22.6K 4 Oct 7, 2021 Director, 10%+ Owner
WEN Wendy's Co Sep 7, 2021 2 -$6.37M 4 Sep 9, 2021 Director, 10%+ Owner
PG PROCTER & GAMBLE Co Aug 31, 2021 2 -$29.5M 4 Sep 2, 2021 Director
WEN Wendy's Co Aug 25, 2021 3 -$13.9M 4 Aug 27, 2021 Director, 10%+ Owner
WEN Wendy's Co Aug 19, 2021 3 -$10.2M 4 Aug 23, 2021 Director, 10%+ Owner
PG PROCTER & GAMBLE Co Aug 10, 2021 1 -$44.8M 4 Aug 12, 2021 Director
WEN Wendy's Co Jul 8, 2021 1 $25.7K 4 Jul 9, 2021 Director, 10%+ Owner
SYY SYSCO CORP Jun 7, 2021 2 -$116M 4 Jun 9, 2021 Director
SYY SYSCO CORP May 25, 2021 4 -$104M 4 May 27, 2021 Director
WEN Wendy's Co May 18, 2021 1 $0 4 May 20, 2021 Director, 10%+ Owner
IVZ Invesco Ltd. May 15, 2021 1 $0 4 May 18, 2021 Director