Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Wendy's CoWEN · Entity 4659 | Chief People Officer | February 28, 2018 | March 02, 2018 |
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 February 28, 2018 · Filed March 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 218,625 |
Ending reported balance
After 2018-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-02-28 · Grant · Acquired 28,329 · Balance 227,343 F1: Reflects settlement of performance units granted to Mr. Weisberg in February 2015 as part of the Company's long-term incentive plan. Row 2 · 2018-02-28 · Tax withholding · Disposed 8,718 · Balance 218,625 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects settlement of performance units granted to Mr. Weisberg in February 2015 as part of the Company's long-term incentive plan.
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 |
|---|---|---|---|---|---|---|
| February 28, 2018 Filed Mar 2, 2018 22:31 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 8,718 | $16.12 | $140,534.16 |
DisclosureSEC source: 0001225208-18-005182 · doc4.xml · nonDerivative · entry 2 Weisberg Scott A. · CIK 0001502784 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,625 Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 22:31 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 28,329 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005182 · doc4.xml · nonDerivative · entry 1 Weisberg Scott A. · CIK 0001502784 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,343 F1 · shares: Reflects settlement of performance units granted to Mr. Weisberg in February 2015 as part of the Company's long-term incentive plan. Read SEC document |
| November 13, 2017 Filed Nov 14, 2017 22:15 UTC | Wendy's Co WEN · Entity 4659 | PurchaseCommon Stock | 10,000 | $14.29 | $142,865.00 |
DisclosureSEC source: 0001225208-17-017325 · doc4.xml · nonDerivative · entry 1 Weisberg Scott A. · CIK 0001502784 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,014 F1 · price: The price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.28 to $14.29 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 |
| August 11, 2017 Filed Aug 15, 2017 21:28 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (right to buy) · Derivative | 84,016 | $0.00 Strike: $15.36 | $0.00 |
DisclosureSEC source: 0001225208-17-014039 · doc4.xml · derivative · entry 1 Weisberg Scott A. · CIK 0001502784 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,016 Underlying: Common Stock · 84,016 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 |
| February 28, 2017 Filed Mar 2, 2017 22:09 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 9,063 | $13.87 | $125,658.50 |
DisclosureSEC source: 0001225208-17-005364 · doc4.xml · nonDerivative · entry 2 Weisberg Scott A. · CIK 0001502784 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,014 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:09 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 26,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005364 · doc4.xml · nonDerivative · entry 1 Weisberg Scott A. · CIK 0001502784 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,077 F1 · shares: Reflects settlement of performance units granted to Mr. Weisberg in February 2014 as part of the Company's long-term incentive plan. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 22:58 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 120,558 | $0.00 Strike: $7.92 | $0.00 |
DisclosureSEC source: 0001225208-16-042230 · doc4.xml · derivative · entry 3 Weisberg Scott A. · CIK 0001502784 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 120,558 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. F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vested in full on August 9, 2016. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 22:58 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 97,293 | $12.58 | $1,223,945.94 |
DisclosureSEC source: 0001225208-16-042230 · doc4.xml · nonDerivative · entry 2 Weisberg Scott A. · CIK 0001502784 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,476 Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 22:58 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 120,558 | $7.92 | $955,120.76 |
DisclosureSEC source: 0001225208-16-042230 · doc4.xml · nonDerivative · entry 1 Weisberg Scott A. · CIK 0001502784 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,769 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.