Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Wendy's CoWEN · Entity 4659 | Former Officer | January 01, 2023 | February 14, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Wendy's Co
Report date January 01, 2023 · Filed February 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,017 |
Reported balance
After 2022-11-21 transaction · row 1
1 source rowRow 1 · 2022-11-21 · Gift · Disposed 2,000 · Balance 53,017 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 17, 2023 Filed Jan 19, 2023 22:13 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 36,724 | $0.00 Strike: $19.71 | $0.00 |
DisclosureSEC source: 0001127602-23-001827 · form4.xml · derivative · entry 9 Burnside Leigh A. · CIK 0001715027 · SVP, CAO & CFO US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,724 shares Expires 2029-08-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: With tandem net exercise and tax withholding rights. F6 · derivative.exercise_date: The option vested in three equal installments on August 9, 2020, 2021 and 2022 and is currently exercisable as to all 36,724 shares. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 22:13 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 24,244 | $0.00 Strike: $18.52 | $0.00 |
DisclosureSEC source: 0001127602-23-001827 · form4.xml · derivative · entry 8 Burnside Leigh A. · CIK 0001715027 · SVP, CAO & CFO US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,244 shares Expires 2028-08-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: With tandem net exercise and tax withholding rights. F5 · derivative.exercise_date: The option vested in three equal installments on August 20, 2019, 2020 and 2021 and is currently exercisable as to all 24,244 shares. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 22:13 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 28,005 | $0.00 Strike: $15.36 | $0.00 |
DisclosureSEC source: 0001127602-23-001827 · form4.xml · derivative · entry 7 Burnside Leigh A. · CIK 0001715027 · SVP, CAO & CFO US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,005 shares Expires 2027-08-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: With tandem net exercise and tax withholding rights. F4 · derivative.exercise_date: The option vested in three equal installments on August 11, 2018, 2019 and 2020 and is currently exercisable as to all 28,005 shares. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 22:13 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 26,528 | $0.00 Strike: $10.09 | $0.00 |
DisclosureSEC source: 0001127602-23-001827 · form4.xml · derivative · entry 6 Burnside Leigh A. · CIK 0001715027 · SVP, CAO & CFO US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,528 shares Expires 2026-08-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: With tandem net exercise and tax withholding rights. F3 · derivative.exercise_date: The option vested in three equal installments on August 12, 2017, 2018 and 2019 and is currently exercisable as to all 26,528 shares. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 22:13 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 92,437 | $23.10 | $2,135,294.70 |
DisclosureSEC source: 0001127602-23-001827 · form4.xml · nonDerivative · entry 5 Burnside Leigh A. · CIK 0001715027 · SVP, CAO & CFO US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,081 F1 · shares: Represents the number of shares withheld by the Company to satisfy the exercise price and tax withholding obligations in connection with the net settlement of options, and does not represent a sale of any shares by Ms. Burnside. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 22:13 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 36,724 | $19.71 | $723,830.04 |
DisclosureSEC source: 0001127602-23-001827 · form4.xml · nonDerivative · entry 4 Burnside Leigh A. · CIK 0001715027 · SVP, CAO & CFO US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,518 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 22:13 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 24,244 | $18.52 | $448,877.66 |
DisclosureSEC source: 0001127602-23-001827 · form4.xml · nonDerivative · entry 3 Burnside Leigh A. · CIK 0001715027 · SVP, CAO & CFO US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,794 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 22:13 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 28,005 | $15.36 | $430,016.78 |
DisclosureSEC source: 0001127602-23-001827 · form4.xml · nonDerivative · entry 2 Burnside Leigh A. · CIK 0001715027 · SVP, CAO & CFO US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,550 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 22:13 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 26,528 | $10.09 | $267,601.20 |
DisclosureSEC source: 0001127602-23-001827 · form4.xml · nonDerivative · entry 1 Burnside Leigh A. · CIK 0001715027 · SVP, CAO & CFO US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,545 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 21, 2022 Filed Feb 14, 2023 22:28 UTC | Wendy's Co WEN · Entity 4659 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005183 · form5.xml · nonDerivative · entry 1 Burnside Leigh A. · CIK 0001715027 · Former Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,017 Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 22:03 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (Right to Buy) · Derivative | 25,282 | $0.00 Strike: $21.40 | $0.00 |
DisclosureSEC source: 0001127602-22-021139 · form4.xml · derivative · entry 1 Burnside Leigh A. · CIK 0001715027 · SVP, CAO & CFO US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,282 Underlying: Common Stock · 25,282 shares Expires 2032-08-12 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 12, 2023, 2024 and 2025, subject to Ms. Burnside's continued employment with the Company on the applicable vesting date. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:40 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 1,560 | $22.83 | $35,610.90 |
DisclosureSEC source: 0001127602-22-008284 · form4.xml · nonDerivative · entry 2 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,017 Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:40 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 4,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008284 · form4.xml · nonDerivative · entry 1 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,577 F1 · shares: Reflects settlement of performance units granted to Ms. Burnside in February 2019 as part of the Company's long-term incentive plan. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 21:46 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (Right to Buy) · Derivative | 21,795 | $0.00 Strike: $23.70 | $0.00 |
DisclosureSEC source: 0001127602-21-023917 · form4.xml · derivative · entry 1 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,795 Underlying: Common Stock · 21,795 shares Expires 2031-08-13 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 13, 2022, 2023 and 2024, subject to Ms. Burnside's continued employment with the Company on the applicable vesting date. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 21:20 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $10.09 | $0.00 |
DisclosureSEC source: 0001127602-21-019733 · form4.xml · derivative · entry 3 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,528 Underlying: Common Stock · 3,000 shares Expires 2026-08-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option, representing a right to purchase a total of 29,528 shares of the Company's common stock, vested in three equal installments on August 12, 2017, 2018 and 2019, and is currently exercisable as to all 29,528 shares. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 21:20 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 1,680 | $27.07 | $45,469.20 |
DisclosureSEC source: 0001127602-21-019733 · form4.xml · nonDerivative · entry 2 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,041 Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 21:20 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 3,000 | $10.09 | $30,262.50 |
DisclosureSEC source: 0001127602-21-019733 · form4.xml · nonDerivative · entry 1 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,721 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 23:22 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 1,835 | $20.34 | $37,323.90 |
DisclosureSEC source: 0001127602-21-009575 · form4.xml · nonDerivative · entry 2 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,721 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 23:22 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 6,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-009575 · form4.xml · nonDerivative · entry 1 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,556 F1 · shares: Reflects settlement of performance units granted to Ms. Burnside in February 2018 as part of the Company's long-term incentive plan. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 20:48 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionRestricted Stock Units · Derivative | 5,698 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010573 · doc4.xml · derivative · entry 6 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,698 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: With tandem dividend equivalent rights and tax withholding rights. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F4 · derivative.exercise_date: The restricted stock units were granted on August 11, 2017 and fully vested on August 11, 2020. F4 · derivative.expiration_date: The restricted stock units were granted on August 11, 2017 and fully vested on August 11, 2020. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 20:48 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionRestricted Stock Units · Derivative | 360 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010573 · doc4.xml · derivative · entry 5 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,698 Underlying: Common Stock · 360 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: With tandem dividend equivalent rights and tax withholding rights. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · derivative.exercise_date: Represents the dividend equivalent units that had accrued on the restricted stock units that vested in full on August 11, 2020; accordingly, the dividend equivalent units vested in full immediately upon being issued on August 11, 2020. F3 · derivative.expiration_date: Represents the dividend equivalent units that had accrued on the restricted stock units that vested in full on August 11, 2020; accordingly, the dividend equivalent units vested in full immediately upon being issued on August 11, 2020. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 20:48 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 2,553 | $21.99 | $56,134.09 |
DisclosureSEC source: 0001225208-20-010573 · doc4.xml · nonDerivative · entry 4 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,407 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 20:48 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 162 | $21.99 | $3,561.98 |
DisclosureSEC source: 0001225208-20-010573 · doc4.xml · nonDerivative · entry 3 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,960 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 20:48 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010573 · doc4.xml · nonDerivative · entry 2 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,122 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 20:48 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 5,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010573 · doc4.xml · nonDerivative · entry 1 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,762 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 21:21 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (right to buy) · Derivative | 25,068 | $0.00 Strike: $22.34 | $0.00 |
DisclosureSEC source: 0001225208-20-010487 · doc4.xml · derivative · entry 1 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,068 Underlying: Common Stock · 25,068 shares Expires 2030-08-07 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 7, 2021, 2022 and 2023, subject to Ms. Burnside's continued employment with the Company on the applicable vesting date. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 21:16 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 14 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009068 · doc4.xml · derivative · entry 1 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,058 Underlying: Common Stock · 14 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on June 15, 2020. F4 · derivative.exercise_date: The restricted stock units will vest in full on August 11, 2020, subject to Ms. Burnside's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on August 11, 2020, subject to Ms. Burnside's continued employment with the Company on the vesting date. Read SEC document |
| May 14, 2020 Filed May 15, 2020 21:21 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 36,824 | $0.00 Strike: $8.22 | $0.00 |
DisclosureSEC source: 0001225208-20-007847 · doc4.xml · derivative · entry 5 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,824 shares Expires 2024-08-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: With tandem net exercise and tax withholding rights. F3 · derivative.exercise_date: The option vested in three equal installments on August 11, 2015, 2016 and 2017, and is currently exercisable as to all 36,824 shares. Read SEC document |
| May 14, 2020 Filed May 15, 2020 21:21 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 34,294 | $0.00 Strike: $9.86 | $0.00 |
DisclosureSEC source: 0001225208-20-007847 · doc4.xml · derivative · entry 4 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 34,294 shares Expires 2025-08-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vested in three equal installments on August 7, 2016, 2017 and 2018, and is currently exercisable as to all 34,294 shares. Read SEC document |
| May 14, 2020 Filed May 15, 2020 21:21 UTC | Wendy's Co WEN · Entity 4659 | SaleCommon Stock | 71,118 | $20.30 | $1,443,695.40 |
DisclosureSEC source: 0001225208-20-007847 · doc4.xml · nonDerivative · entry 3 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,064 Read SEC document |
| May 14, 2020 Filed May 15, 2020 21:21 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 34,294 | $9.86 | $338,053.11 |
DisclosureSEC source: 0001225208-20-007847 · doc4.xml · nonDerivative · entry 2 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,182 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 14, 2020 Filed May 15, 2020 21:21 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 36,824 | $8.22 | $302,785.34 |
DisclosureSEC source: 0001225208-20-007847 · doc4.xml · nonDerivative · entry 1 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,888 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 03, 2020 Filed May 5, 2020 21:08 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionRestricted Stock Units · Derivative | 10,077 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007132 · doc4.xml · derivative · entry 6 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,044 Underlying: Common Stock · 10,077 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: With tandem dividend equivalent rights and tax withholding rights. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F4 · derivative.exercise_date: The restricted stock units were granted on May 3, 2017 and fully vested on May 3, 2020. F4 · derivative.expiration_date: The restricted stock units were granted on May 3, 2017 and fully vested on May 3, 2020. Read SEC document |
| May 03, 2020 Filed May 5, 2020 21:08 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionRestricted Stock Units · Derivative | 662 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007132 · doc4.xml · derivative · entry 5 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,121 Underlying: Common Stock · 662 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: With tandem dividend equivalent rights and tax withholding rights. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · derivative.exercise_date: Represents the dividend equivalent units that had accrued on the restricted stock units that vested in full on May 3, 2020; accordingly, the dividend equivalent units vested in full immediately upon being issued on May 3, 2020. F3 · derivative.expiration_date: Represents the dividend equivalent units that had accrued on the restricted stock units that vested in full on May 3, 2020; accordingly, the dividend equivalent units vested in full immediately upon being issued on May 3, 2020. Read SEC document |
| May 03, 2020 Filed May 5, 2020 21:08 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 3,002 | $19.19 | $57,608.38 |
DisclosureSEC source: 0001225208-20-007132 · doc4.xml · nonDerivative · entry 4 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,064 Read SEC document |
| May 03, 2020 Filed May 5, 2020 21:08 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 198 | $19.19 | $3,799.62 |
DisclosureSEC source: 0001225208-20-007132 · doc4.xml · nonDerivative · entry 3 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,066 Read SEC document |
| May 03, 2020 Filed May 5, 2020 21:08 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007132 · doc4.xml · nonDerivative · entry 2 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,264 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| May 03, 2020 Filed May 5, 2020 21:08 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 10,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007132 · doc4.xml · nonDerivative · entry 1 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,602 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 21:29 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 53 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-005357 · doc4.xml · derivative · entry 2 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,783 Underlying: Common Stock · 53 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on March 16, 2020. F5 · derivative.exercise_date: The restricted stock units will vest in full on August 11, 2020, subject to Ms. Burnside's continued employment with the Company on the vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in full on August 11, 2020, subject to Ms. Burnside's continued employment with the Company on the vesting date. Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 21:29 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 95 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-005357 · doc4.xml · derivative · entry 1 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,730 Underlying: Common Stock · 95 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on March 16, 2020. F4 · derivative.exercise_date: The restricted stock units will vest in full on May 3, 2020, subject to Ms. Burnside's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on May 3, 2020, subject to Ms. Burnside's continued employment with the Company on the vesting date. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 22:06 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 33 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-015961 · doc4.xml · derivative · entry 2 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,635 Underlying: Common Stock · 33 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on December 16, 2019. F5 · derivative.exercise_date: The restricted stock units will vest in full on August 11, 2020, subject to Ms. Burnside's continued employment with the Company on the vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in full on August 11, 2020, subject to Ms. Burnside's continued employment with the Company on the vesting date. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 22:06 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 58 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-015961 · doc4.xml · derivative · entry 1 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,602 Underlying: Common Stock · 58 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on December 16, 2019. F4 · derivative.exercise_date: The restricted stock units will vest in full on May 3, 2020, subject to Ms. Burnside's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on May 3, 2020, subject to Ms. Burnside's continued employment with the Company on the vesting date. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 21:54 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 26,408 | $0.00 Strike: $7.92 | $0.00 |
DisclosureSEC source: 0001225208-19-014628 · doc4.xml · derivative · entry 6 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,408 shares Expires 2023-08-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: With tandem net exercise and tax withholding rights. F4 · derivative.exercise_date: The option vested in three equal installments on September 9, 2014, 2015 and 2016 and is currently exercisable as to all 26,408 shares. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 21:54 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 27,777 | $0.00 Strike: $4.68 | $0.00 |
DisclosureSEC source: 0001225208-19-014628 · doc4.xml · derivative · entry 5 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,777 shares Expires 2022-07-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: With tandem net exercise and tax withholding rights. F3 · derivative.exercise_date: The option vested in three equal installments on July 2, 2013, 2014 and 2015 and is currently exercisable as to all 27,777 shares. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 21:54 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 20,762 | $20.95 | $434,963.90 |
DisclosureSEC source: 0001225208-19-014628 · doc4.xml · nonDerivative · entry 4 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,525 Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 21:54 UTC | Wendy's Co WEN · Entity 4659 | SaleCommon Stock | 13,335 | $20.95 | $279,368.25 |
DisclosureSEC source: 0001225208-19-014628 · doc4.xml · nonDerivative · entry 3 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,287 F1 · shares: Of the 13,335 shares sold, 6,816 were sold to cover applicable exercise price and the tax withholding. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 21:54 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 26,408 | $7.92 | $209,217.38 |
DisclosureSEC source: 0001225208-19-014628 · doc4.xml · nonDerivative · entry 2 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,622 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 21:54 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 27,777 | $4.68 | $129,857.48 |
DisclosureSEC source: 0001225208-19-014628 · doc4.xml · nonDerivative · entry 1 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,214 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 17, 2019 Filed Sep 19, 2019 20:17 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 29 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-012708 · doc4.xml · derivative · entry 2 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,544 Underlying: Common Stock · 29 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on September 17, 2019. F5 · derivative.exercise_date: The restricted stock units will vest in full on August 11, 2020, subject to Ms. Burnside's continued employment with the Company on the vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in full on August 11, 2020, subject to Ms. Burnside's continued employment with the Company on the vesting date. Read SEC document |
| September 17, 2019 Filed Sep 19, 2019 20:17 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 52 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-012708 · doc4.xml · derivative · entry 1 Burnside Leigh A. · CIK 0001715027 · SVP, Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,515 Underlying: Common Stock · 52 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on September 17, 2019. F4 · derivative.exercise_date: The restricted stock units will vest in full on May 3, 2020, subject to Ms. Burnside's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on May 3, 2020, subject to Ms. Burnside's continued employment with the Company on the vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.