Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Wendy's CoWEN · Entity 4659 | Director | May 18, 2021 | May 20, 2021 |
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 May 18, 2021 · Filed May 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,199 |
Reported balance
After 2021-05-18 transaction · row 1
1 source rowRow 1 · 2021-05-18 · Grant · Acquired 5,341 · Balance 56,199 |
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 18, 2021 Filed May 20, 2021 21:16 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 5,341 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-017659 · form4.xml · nonDerivative · entry 1 Kass Dennis M. · CIK 0001565573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,199 Read SEC document |
| September 03, 2020 Filed Sep 4, 2020 20:59 UTC | Wendy's Co WEN · Entity 4659 | PurchaseCommon Stock | 2,350 | $21.91 | $51,477.93 |
DisclosureSEC source: 0001225208-20-011295 · doc4.xml · nonDerivative · entry 2 Kass Dennis M. · CIK 0001565573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,858 F2 · price: The price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $21.875 to $21.940 per share, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| September 02, 2020 Filed Sep 4, 2020 20:59 UTC | Wendy's Co WEN · Entity 4659 | PurchaseCommon Stock | 3,500 | $21.09 | $73,805.55 |
DisclosureSEC source: 0001225208-20-011295 · doc4.xml · nonDerivative · entry 1 Kass Dennis M. · CIK 0001565573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,508 F1 · price: The price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $21.07 to $21.10 per share, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| May 27, 2020 Filed May 28, 2020 20:44 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 5,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-008321 · doc4.xml · nonDerivative · entry 1 Kass Dennis M. · CIK 0001565573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,008 Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 22:12 UTC | Wendy's Co WEN · Entity 4659 | PurchaseCommon Stock | 8,014 | $18.74 | $150,169.54 |
DisclosureSEC source: 0001225208-20-004190 · doc4.xml · nonDerivative · entry 1 Kass Dennis M. · CIK 0001565573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,728 F1 · price: The price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $18.55 to $19.14 per share, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 20:56 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 6,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008987 · doc4.xml · nonDerivative · entry 1 Kass Dennis M. · CIK 0001565573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,714 Read SEC document |
| June 05, 2018 Filed Jun 7, 2018 21:40 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 6,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-010355 · doc4.xml · nonDerivative · entry 1 Kass Dennis M. · CIK 0001565573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,662 Read SEC document |
| May 23, 2017 Filed May 25, 2017 21:12 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 6,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-010452 · doc4.xml · nonDerivative · entry 1 Kass Dennis M. · CIK 0001565573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,682 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.