Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Wendy's Co
Report date December 30, 2018 · Filed February 06, 2019
Section 16 reporting ended · disclosed 2019-02-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,057,555 |
Reported balance
After 2018-04-05 transaction · row 1
1 source rowRow 1 · 2018-04-05 · Gift · Disposed 105,000 · Balance 1,057,555 |
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 |
|---|---|---|---|---|---|---|
| April 05, 2018 Filed Feb 6, 2019 22:17 UTC | Wendy's Co WEN · Entity 4659 | GiftCommon Stock | 105,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001882 · doc5.xml · nonDerivative · entry 1 Brolick Emil J. · CIK 0001211692 · Former Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,057,555 Read SEC document |
| March 28, 2018 Filed Mar 30, 2018 21:41 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 833,333 | $0.00 Strike: $4.68 | $0.00 |
DisclosureSEC source: 0001225208-18-006839 · doc4.xml · derivative · entry 3 Brolick Emil J. · CIK 0001211692 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 833,333 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. F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vested in full on July 2, 2015. Read SEC document |
| March 28, 2018 Filed Mar 30, 2018 21:41 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 502,073 | $17.41 | $8,741,090.93 |
DisclosureSEC source: 0001225208-18-006839 · doc4.xml · nonDerivative · entry 2 Brolick Emil J. · CIK 0001211692 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,162,555 Read SEC document |
| March 28, 2018 Filed Mar 30, 2018 21:41 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 833,333 | $4.68 | $3,895,831.78 |
DisclosureSEC source: 0001225208-18-006839 · doc4.xml · nonDerivative · entry 1 Brolick Emil J. · CIK 0001211692 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,664,628 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 08, 2018 Filed Mar 10, 2018 01:39 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 540,540 | $0.00 Strike: $4.82 | $0.00 |
DisclosureSEC source: 0001225208-18-005875 · doc4.xml · derivative · entry 3 Brolick Emil J. · CIK 0001211692 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 540,540 shares Expires 2021-09-12 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 full in three equal installments on September 12, 2012, 2013 and 2014 and is currently exercisable as to all 540,540 shares. Read SEC document |
| March 08, 2018 Filed Mar 10, 2018 01:39 UTC | Wendy's Co WEN · Entity 4659 | SaleCommon Stock | 540,540 | $17.14 | $9,263,828.57 |
DisclosureSEC source: 0001225208-18-005875 · doc4.xml · nonDerivative · entry 2 Brolick Emil J. · CIK 0001211692 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 831,295 F1 · price: The price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.975 to $17.385 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 sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 08, 2018 Filed Mar 10, 2018 01:39 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 540,540 | $4.82 | $2,605,402.80 |
DisclosureSEC source: 0001225208-18-005875 · doc4.xml · nonDerivative · entry 1 Brolick Emil J. · CIK 0001211692 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,371,835 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 |
| February 28, 2018 Filed Mar 2, 2018 22:30 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 79,165 | $16.12 | $1,276,139.80 |
DisclosureSEC source: 0001225208-18-005179 · doc4.xml · nonDerivative · entry 2 Brolick Emil J. · CIK 0001211692 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 831,295 Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 22:30 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 193,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005179 · doc4.xml · nonDerivative · entry 1 Brolick Emil J. · CIK 0001211692 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 910,460 F1 · shares: Reflects settlement of performance units granted to Mr. Brolick in February 2015 as part of the Company's long-term incentive plan. Read SEC document |
| May 23, 2017 Filed May 25, 2017 21:11 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 6,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-010451 · doc4.xml · nonDerivative · entry 1 Brolick Emil J. · CIK 0001211692 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 717,271 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:11 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 98,786 | $13.87 | $1,369,667.89 |
DisclosureSEC source: 0001225208-17-005367 · doc4.xml · nonDerivative · entry 2 Brolick Emil J. · CIK 0001211692 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 710,761 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:11 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 217,668 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005367 · doc4.xml · nonDerivative · entry 1 Brolick Emil J. · CIK 0001211692 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 809,547 F1 · shares: Reflects settlement of performance units granted to Mr. Brolick in February 2014, during which time he served as the Company's President and Chief Executive Officer, as part of the Company's long-term incentive plan. 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.