Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Wendy's CoWEN · Entity 4659 | Pres US & Chf Commercial Ofc | December 15, 2022 | December 19, 2022 |
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 December 15, 2022 · Filed December 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 22,722 |
Reported balance
After 2022-12-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-12-15 · Grant · Acquired 122 · Balance 22,722 F1: With tandem dividend equivalent rights and tax withholding rights. F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3: Represents dividend equivalent units issued on December 15, 2022. F4: The restricted stock units will vest in full on February 19, 2024, subject to Mr. Kane's continued employment with the Company on the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: With tandem dividend equivalent rights and tax withholding rights.
F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock.
F3: Represents dividend equivalent units issued on December 15, 2022.
F4: The restricted stock units will vest in full on February 19, 2024, subject to Mr. Kane's continued employment with the Company on the vesting date.
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 |
|---|---|---|---|---|---|---|
| May 04, 2018 Filed May 8, 2018 21:44 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 1,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008946 · doc4.xml · nonDerivative · entry 2 Kane Kurt A · CIK 0001641147 · Chief Concept & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,735 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 04, 2018 Filed May 8, 2018 21:44 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 24,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008946 · doc4.xml · nonDerivative · entry 1 Kane Kurt A · CIK 0001641147 · Chief Concept & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,172 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 15, 2018 Filed Mar 19, 2018 21:37 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 83 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-006430 · doc4.xml · derivative · entry 2 Kane Kurt A · CIK 0001641147 · Chief Concept & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,244 Underlying: Common Stock · 83 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 15, 2018. F5 · derivative.exercise_date: The restricted stock units will vest in full on August 11, 2020, subject to Mr. Kane'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 Mr. Kane's continued employment with the Company on the vesting date. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 21:37 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 128 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-006430 · doc4.xml · derivative · entry 1 Kane Kurt A · CIK 0001641147 · Chief Concept & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,161 Underlying: Common Stock · 128 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 15, 2018. F4 · derivative.exercise_date: The restricted stock units will vest in full on May 4, 2018, subject to Mr. Kane's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on May 4, 2018, subject to Mr. Kane's continued employment with the Company on the vesting date. Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 23:19 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 73 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018930 · doc4.xml · derivative · entry 2 Kane Kurt A · CIK 0001641147 · Chief Concept & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,033 Underlying: Common Stock · 73 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 15, 2017. F5 · derivative.exercise_date: The restricted stock units will vest in full on August 11, 2020, subject to Mr. Kane'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 Mr. Kane's continued employment with the Company on the vesting date. Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 23:19 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 115 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018930 · doc4.xml · derivative · entry 1 Kane Kurt A · CIK 0001641147 · Chief Concept & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,960 Underlying: Common Stock · 115 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 15, 2017. F4 · derivative.exercise_date: The restricted stock units will vest in full on May 4, 2018, subject to Mr. Kane's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on May 4, 2018, subject to Mr. Kane's continued employment with the Company on the vesting date. Read SEC document |
| September 15, 2017 Filed Sep 19, 2017 20:49 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 72 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015127 · doc4.xml · derivative · entry 2 Kane Kurt A · CIK 0001641147 · Chief Concept & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,845 Underlying: Common Stock · 72 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 15, 2017. F5 · derivative.exercise_date: The restricted stock units will vest in full on August 11, 2020, subject to Mr. Kane'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 Mr. Kane's continued employment with the Company on the vesting date. Read SEC document |
| September 15, 2017 Filed Sep 19, 2017 20:49 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 112 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015127 · doc4.xml · derivative · entry 1 Kane Kurt A · CIK 0001641147 · Chief Concept & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,773 Underlying: Common Stock · 112 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 15, 2017. F4 · derivative.exercise_date: The restricted stock units will vest in full on May 4, 2018, subject to Mr. Kane's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on May 4, 2018, subject to Mr. Kane's continued employment with the Company on the vesting date. Read SEC document |
| August 11, 2017 Filed Aug 15, 2017 21:30 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 16,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-014042 · doc4.xml · derivative · entry 2 Kane Kurt A · CIK 0001641147 · Chief Concept & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,661 Underlying: Common Stock · 16,281 shares Expires not disclosed F3 · security: With tandem dividend equivalent rights and tax withholding rights. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F5 · derivative.exercise_date: The restricted stock units will vest in full on the third anniversary of the grant date, subject to Mr. Kane's continued employment with the Company on the vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in full on the third anniversary of the grant date, subject to Mr. Kane's continued employment with the Company on the vesting date. Read SEC document |
| August 11, 2017 Filed Aug 15, 2017 21:30 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (right to buy) · Derivative | 112,021 | $0.00 Strike: $15.36 | $0.00 |
DisclosureSEC source: 0001225208-17-014042 · doc4.xml · derivative · entry 1 Kane Kurt A · CIK 0001641147 · Chief Concept & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,021 Underlying: Common Stock · 112,021 shares Expires 2027-08-11 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 11, 2018, 2019 and 2020 subject to continued employment on the applicable vesting date. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 21:36 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 117 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011478 · doc4.xml · derivative · entry 1 Kane Kurt A · CIK 0001641147 · Chief Concept & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,380 Underlying: Common Stock · 117 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, 2017. F4 · derivative.exercise_date: The restricted stock units will vest in full on May 4, 2018, subject to Mr. Kane's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on May 4, 2018, subject to Mr. Kane's continued employment with the Company on the vesting date. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 21:24 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 131 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006558 · doc4.xml · derivative · entry 1 Kane Kurt A · CIK 0001641147 · Chief Concept & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,263 Underlying: Common Stock · 131 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 15, 2017. F4 · derivative.exercise_date: The restricted stock units will vest in full on May 4, 2018, subject to Mr. Kane's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on May 4, 2018, subject to Mr. Kane's continued employment with the Company on the vesting date. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 22:06 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 118 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043549 · doc4.xml · derivative · entry 1 Kane Kurt A · CIK 0001641147 · Chief Concept & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,132 Underlying: Common Stock · 118 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 15, 2016. F4 · derivative.exercise_date: The restricted stock units will vest in full on May 4, 2018, subject to Mr. Kane's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on May 4, 2018, subject to Mr. Kane's continued employment with the Company on the vesting date. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 21:51 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 140 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039510 · doc4.xml · derivative · entry 1 Kane Kurt A · CIK 0001641147 · Chief Concept & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,014 Underlying: Common Stock · 140 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 15, 2016. F4 · derivative.exercise_date: The restricted stock units will vest in full on May 4, 2018, subject to Mr. Kane's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on May 4, 2018, subject to Mr. Kane'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.