Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BALL CorpBALL · Entity 3320 | Director | April 29, 2026 | May 01, 2026 |
| Dutch Bros Inc.BROS · Entity 3641 | Director | August 20, 2026 | August 21, 2026 |
| PAPA JOHNS INTERNATIONAL INCPZZA · Entity 5165 | Director · President & CEO | July 31, 2026 | August 03, 2026 |
| PERRIGO Co plcPRGO · Entity 4516 | Director | June 21, 2024 | June 26, 2024 |
| Wendy's CoWEN · Entity 4659 | Director · President & CEO | December 15, 2023 | December 19, 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.
BALL Corp
Report date April 29, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,890.3205 |
Reported balance
After 2026-04-30 transaction · row 1
1 source rowRow 1 · 2026-04-30 · Exercise / conversion · Acquired 3,369 · Balance 11,890.3205 F1: Common stock acquired upon the lapse of Table II Restricted Stock Units. F2: N/A |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,365 |
Reported balance
After 2026-04-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-29 · Grant · Acquired 2,903 · Balance 12,365 F3: Each restricted stock unit represents a contingent right to receive one share of Ball Corporation Common Stock. F4: Annual Restricted Stock Unit Award (RSU) granted to non-employee Directors under Ball Corporation's Stock and Cash Incentive Plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,996 |
Reported balance
After 2026-04-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-30 · Exercise / conversion · Disposed 3,369 · Balance 8,996 F3: Each restricted stock unit represents a contingent right to receive one share of Ball Corporation Common Stock. F5: Lapse of restricted stock units. F2: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: Common stock acquired upon the lapse of Table II Restricted Stock Units.
F2: N/A
F3: Each restricted stock unit represents a contingent right to receive one share of Ball Corporation Common Stock.
F4: Annual Restricted Stock Unit Award (RSU) granted to non-employee Directors under Ball Corporation's Stock and Cash Incentive Plan.
F5: Lapse of restricted stock units.
Dutch Bros Inc.
Report date August 20, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 8,133 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Exercise / conversion · Acquired 775 · Balance 8,133 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,324 |
Reported balance
After 2026-08-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-20 · Exercise / conversion · Disposed 775 · Balance 2,324 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2026, November 20, 2026, February 20, 2027, and the remaining 25% will vest on the earlier of (i) May 20, 2027, and (ii) the date of the Issuer's 2027 annual stockholder meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2026, November 20, 2026, February 20, 2027, and the remaining 25% will vest on the earlier of (i) May 20, 2027, and (ii) the date of the Issuer's 2027 annual stockholder meeting.
PAPA JOHNS INTERNATIONAL INC
Report date July 31, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 196,034 |
Reported balance
After 2026-07-31 transaction · row 1
1 source rowRow 1 · 2026-07-31 · Tax withholding · Disposed 8,498 · Balance 196,034 |
PERRIGO Co plc
Report date June 21, 2024 · Filed June 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No securities are beneficially ownedSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-06-21 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Wendy's Co
Report date December 15, 2023 · Filed December 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 41,066 |
Reported balance
After 2023-12-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-12-15 · Grant · Acquired 508 · Balance 41,066 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, 2023. F4: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Penegor's continued employment with the Company on the applicable 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, 2023.
F4: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Penegor's continued employment with the Company on the applicable 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 |
|---|---|---|---|---|---|---|
| March 02, 2022 Filed Mar 4, 2022 21:15 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 33,380 | $22.83 | $761,981.95 |
DisclosureSEC source: 0001127602-22-008261 · form4.xml · nonDerivative · entry 2 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 649,633 Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:15 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 74,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008261 · form4.xml · nonDerivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 683,013 F1 · shares: Reflects settlement of performance units granted to Mr. Penegor in February 2019 as part of the Company's long-term incentive plan. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 00:22 UTC | BALL Corp BLL · Entity 3320 | GrantRestricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000009389-21-000173 · edgar.xml · derivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Ball Corporation Common Stock. F2 · kind: Restricted Stock Units grant in conjunction with the Deposit Share Program. F3 · derivative.exercise_date: The restricted stock units will cliff lapse after four years from the restricted stock unit grant date. The lapsing restrictions may be accelerated by meeting and maintaining the reporting person's stock ownership guidelines. If the stock ownership guidelines are met by the second anniversary of the grant date and are maintained through the accelerated vesting period, then 30% of the restriction will lapse on or immediately following the second anniversary of the grant date, 30% of the restriction will lapse on or immediately following the third anniversary of the grant date, and 40% of the restriction will lapse on or immediately following the fourth anniversary of the grant date. Vested shares will be delivered to the reporting person in accordance with the aforementioned terms, or, if the shares are deferred, in accordance with the reporting person's deferral elections or the terms of the Program and/or the applicable Plan. F3 · derivative.expiration_date: The restricted stock units will cliff lapse after four years from the restricted stock unit grant date. The lapsing restrictions may be accelerated by meeting and maintaining the reporting person's stock ownership guidelines. If the stock ownership guidelines are met by the second anniversary of the grant date and are maintained through the accelerated vesting period, then 30% of the restriction will lapse on or immediately following the second anniversary of the grant date, 30% of the restriction will lapse on or immediately following the third anniversary of the grant date, and 40% of the restriction will lapse on or immediately following the fourth anniversary of the grant date. Vested shares will be delivered to the reporting person in accordance with the aforementioned terms, or, if the shares are deferred, in accordance with the reporting person's deferral elections or the terms of the Program and/or the applicable Plan. F4 · ownership.direct: The securities included herein represent only those securities that are required to be disclosed pursuant to Section 16(a) of the Securities Exchange Act of 1934 in connection with the specific transaction(s) reported herein. The reporting person is the beneficial owner of additional shares and/or derivative securities of the issuer that are not disclosed on this Form 4. For additional information regarding the reporting person's ownership of issuer securities, refer to Forms 4 previously filed by the reporting person. Read SEC document |
| August 13, 2021 Filed Aug 16, 2021 20:39 UTC | BALL Corp BLL · Entity 3320 | PurchaseCommon Stock | 3,000 | $89.62 | $268,860.00 |
DisclosureSEC source: 0000009389-21-000129 · edgar.xml · nonDerivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · ownership.direct: The securities included herein represent only those securities that are required to be disclosed pursuant to Section 16(a) of the Securities Exchange Act of 1934 in connection with the specific transaction(s) reported herein. The reporting person is the beneficial owner of additional shares and/or derivative securities of the issuer that are not disclosed on this Form 4. For additional information regarding the reporting person's ownership of issuer securities, refer to Forms 4 previously filed by the reporting person. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 21:55 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (Right to Buy) · Derivative | 331,664 | $0.00 Strike: $23.70 | $0.00 |
DisclosureSEC source: 0001127602-21-023923 · form4.xml · derivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331,664 Underlying: Common Stock · 331,664 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 Mr. Penegor's continued employment with the Company on the applicable vesting date. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 21:05 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 649,626 | $0.00 Strike: $10.09 | $0.00 |
DisclosureSEC source: 0001127602-21-019644 · form4.xml · derivative · entry 3 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 649,626 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 649,626 shares. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 21:05 UTC | Wendy's Co WEN · Entity 4659 | SaleCommon Stock | 649,626 | $26.72 | $17,361,124.92 |
DisclosureSEC source: 0001127602-21-019644 · form4.xml · nonDerivative · entry 2 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608,565 F1 · price: The price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.50 to $27.38 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 |
| June 08, 2021 Filed Jun 10, 2021 21:05 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 649,626 | $10.09 | $6,553,102.28 |
DisclosureSEC source: 0001127602-21-019644 · form4.xml · nonDerivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,258,191 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 |
| April 28, 2021 Filed Apr 30, 2021 22:16 UTC | BALL Corp BLL · Entity 3320 | GrantRestricted Stock Units · Derivative | 1,697 | $0.00 | $0.00 |
DisclosureSEC source: 0000009389-21-000099 · edgar.xml · derivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,093 Underlying: Common Stock · 1,697 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Ball Corporation Common Stock. F2 · derivative.exercise_date: Annual Restricted Stock Unit Award (RSU) granted to non- employee Directors under Ball Corporation's Stock and Cash Incentive Plan. F2 · derivative.expiration_date: Annual Restricted Stock Unit Award (RSU) granted to non- employee Directors under Ball Corporation's Stock and Cash Incentive Plan. F3 · ownership.direct: The securities included herein represent only those securities that are required to be disclosed pursuant to Section 16(a) of the Securities Exchange Act of 1934 in connection with the specific transaction(s) reported herein. The reporting person is the beneficial owner of additional shares and/or derivative securities of the issuer that are not disclosed on this Form 4. For additional information regarding the reporting person's ownership of issuer securities, refer to Forms 4 previously filed by the reporting person. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 23:56 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 51,750 | $20.34 | $1,052,595.00 |
DisclosureSEC source: 0001127602-21-009592 · form4.xml · nonDerivative · entry 2 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608,565 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 23:56 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 115,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-009592 · form4.xml · nonDerivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 660,315 F1 · shares: Reflects settlement of performance units granted to Mr. Penegor in February 2018 as part of the Company's long-term incentive plan. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 22:02 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 130,676 | $0.00 Strike: $9.86 | $0.00 |
DisclosureSEC source: 0001225208-20-013468 · doc4.xml · derivative · entry 6 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 130,676 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. F3 · security: With tandem net exercise and tax withholding rights. F4 · derivative.exercise_date: The option vested in three equal installments on August 7, 2016, 2017 and 2018, and is currently exercisable as to all 263,805 shares. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 22:02 UTC | Wendy's Co WEN · Entity 4659 | SaleCommon Stock | 130,676 | $22.40 | $2,926,972.52 |
DisclosureSEC source: 0001225208-20-013468 · doc4.xml · nonDerivative · entry 4 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544,938 F2 · price: The price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.16 to $22.78 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 |
| November 10, 2020 Filed Nov 12, 2020 22:02 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 130,676 | $9.86 | $1,288,138.67 |
DisclosureSEC source: 0001225208-20-013468 · doc4.xml · nonDerivative · entry 3 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 675,614 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 09, 2020 Filed Nov 12, 2020 22:02 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 133,129 | $0.00 Strike: $9.86 | $0.00 |
DisclosureSEC source: 0001225208-20-013468 · doc4.xml · derivative · entry 5 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,676 Underlying: Common Stock · 133,129 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. F3 · security: With tandem net exercise and tax withholding rights. F4 · derivative.exercise_date: The option vested in three equal installments on August 7, 2016, 2017 and 2018, and is currently exercisable as to all 263,805 shares. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 22:02 UTC | Wendy's Co WEN · Entity 4659 | SaleCommon Stock | 133,129 | $22.55 | $3,001,912.51 |
DisclosureSEC source: 0001225208-20-013468 · doc4.xml · nonDerivative · entry 2 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544,938 F1 · price: The price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.50 to $22.72 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 |
| November 09, 2020 Filed Nov 12, 2020 22:02 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 133,129 | $9.86 | $1,312,319.12 |
DisclosureSEC source: 0001225208-20-013468 · doc4.xml · nonDerivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 678,067 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 |
| August 07, 2020 Filed Aug 11, 2020 21:22 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (right to buy) · Derivative | 384,377 | $0.00 Strike: $22.34 | $0.00 |
DisclosureSEC source: 0001225208-20-010491 · doc4.xml · derivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,377 Underlying: Common Stock · 384,377 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 Mr. Penegor's continued employment with the Company on the applicable vesting date. Read SEC document |
| May 11, 2020 Filed May 12, 2020 21:14 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 300,054 | $0.00 Strike: $8.22 | $0.00 |
DisclosureSEC source: 0001225208-20-007502 · doc4.xml · derivative · entry 3 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 300,054 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. F2 · 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 300,054 shares. Read SEC document |
| May 11, 2020 Filed May 12, 2020 21:14 UTC | Wendy's Co WEN · Entity 4659 | SaleCommon Stock | 300,054 | $21.23 | $6,371,106.59 |
DisclosureSEC source: 0001225208-20-007502 · doc4.xml · nonDerivative · entry 2 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544,938 F1 · price: The price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.09 to $21.36 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 |
| May 11, 2020 Filed May 12, 2020 21:14 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 300,054 | $8.22 | $2,467,194.02 |
DisclosureSEC source: 0001225208-20-007502 · doc4.xml · nonDerivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 844,992 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 |
| April 29, 2020 Filed May 4, 2020 23:20 UTC | BALL Corp BLL · Entity 3320 | GrantRestricted Stock Units · Derivative | 2,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-003295 · primarydocument.xml · derivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,396 Underlying: Common Stock · 2,321 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Ball Corporation Common Stock. F2 · derivative.exercise_date: Annual Restricted Stock Unit Award (RSU) granted to non-employee Directors under Ball Corporation's Stock and Cash Incentive Plan. F2 · derivative.expiration_date: Annual Restricted Stock Unit Award (RSU) granted to non-employee Directors under Ball Corporation's Stock and Cash Incentive Plan. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 23:53 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 63,459 | $23.37 | $1,482,719.54 |
DisclosureSEC source: 0001225208-20-003182 · doc4.xml · nonDerivative · entry 2 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544,938 Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 23:53 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 141,521 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003182 · doc4.xml · nonDerivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608,397 F1 · shares: Reflects settlement of performance units granted to Mr. Penegor in February 2017 as part of the Company's long-term incentive plan. Read SEC document |
| November 25, 2019 Filed Nov 27, 2019 23:44 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 218,153 | $0.00 Strike: $7.92 | $0.00 |
DisclosureSEC source: 0001225208-19-015026 · doc4.xml · derivative · entry 5 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 218,153 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 August 9, 2014, 2015 and 2016, and is currently exercisable as to all 218,153 shares. Read SEC document |
| November 25, 2019 Filed Nov 27, 2019 23:44 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 65,580 | $0.00 Strike: $5.91 | $0.00 |
DisclosureSEC source: 0001225208-19-015026 · doc4.xml · derivative · entry 4 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 65,580 shares Expires 2023-06-03 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 June 3, 2014, 2015 and 2016, and is currently exercisable as to all 65,580 shares. Read SEC document |
| November 25, 2019 Filed Nov 27, 2019 23:44 UTC | Wendy's Co WEN · Entity 4659 | SaleCommon Stock | 283,733 | $21.34 | $6,055,486.43 |
DisclosureSEC source: 0001225208-19-015026 · doc4.xml · nonDerivative · entry 3 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 466,876 F1 · price: The price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.185 to $21.55 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 |
| November 25, 2019 Filed Nov 27, 2019 23:44 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 65,580 | $5.91 | $387,249.90 |
DisclosureSEC source: 0001225208-19-015026 · doc4.xml · nonDerivative · entry 2 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750,609 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 25, 2019 Filed Nov 27, 2019 23:44 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 218,153 | $7.92 | $1,728,317.14 |
DisclosureSEC source: 0001225208-19-015026 · doc4.xml · nonDerivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685,029 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 |
| October 21, 2019 Filed Oct 23, 2019 21:45 UTC | BALL Corp BLL · Entity 3320 | GrantRestricted Stock Units · Derivative | 2,075 | $72.29 | $150,001.75 |
DisclosureSEC source: 0001562180-19-005215 · primarydocument.xml · derivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,075 Underlying: Common Stock · 2,075 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Ball Corporation Common Stock. F2 · kind: Director Election Restricted Stock Unit Grant. F3 · derivative.exercise_date: Restricted Stock Units awarded under the Ball Corporation Stock and Cash Incentive Plan. F3 · derivative.expiration_date: Restricted Stock Units awarded under the Ball Corporation Stock and Cash Incentive Plan. Read SEC document |
| August 09, 2019 Filed Aug 13, 2019 21:11 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (right to buy) · Derivative | 602,285 | $0.00 Strike: $19.71 | $0.00 |
DisclosureSEC source: 0001225208-19-011291 · doc4.xml · derivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602,285 Underlying: Common Stock · 602,285 shares Expires 2029-08-09 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 9, 2020, 2021 and 2022, subject to Mr. Penegor's continued employment with the Company on the applicable vesting date. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 21:31 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 107,351 | $17.27 | $1,853,683.39 |
DisclosureSEC source: 0001225208-19-004156 · doc4.xml · nonDerivative · entry 2 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 466,876 Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 21:31 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 239,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004156 · doc4.xml · nonDerivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574,227 F1 · shares: Reflects settlement of performance units granted to Mr. Penegor in February 2016 as part of the Company's long-term incentive plan. Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 23:05 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionRestricted Stock Units · Derivative | 58,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-016921 · doc4.xml · derivative · entry 7 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 58,428 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. F5 · derivative.exercise_date: The restricted stock units were granted on December 17, 2014 and fully vested on December 17, 2018. F5 · derivative.expiration_date: The restricted stock units were granted on December 17, 2014 and fully vested on December 17, 2018. Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 23:05 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionRestricted Stock Units · Derivative | 5,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-016921 · doc4.xml · derivative · entry 6 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,428 Underlying: Common Stock · 5,025 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 dividend equivalent units had accrued on restricted stock units that vested in full on December 17, 2018; accordingly, the dividend equivalent units vested in full immediately upon being issued on December 17, 2018. F4 · derivative.expiration_date: The dividend equivalent units had accrued on restricted stock units that vested in full on December 17, 2018; accordingly, the dividend equivalent units vested in full immediately upon being issued on December 17, 2018. Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 23:05 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 324 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-016921 · doc4.xml · derivative · entry 5 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,453 Underlying: Common Stock · 324 shares Expires not disclosed 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 · shares: Represents dividend equivalent units issued on December 17, 2018. F4 · derivative.exercise_date: The dividend equivalent units had accrued on restricted stock units that vested in full on December 17, 2018; accordingly, the dividend equivalent units vested in full immediately upon being issued on December 17, 2018. F4 · derivative.expiration_date: The dividend equivalent units had accrued on restricted stock units that vested in full on December 17, 2018; accordingly, the dividend equivalent units vested in full immediately upon being issued on December 17, 2018. Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 23:05 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 26,205 | $16.55 | $433,561.73 |
DisclosureSEC source: 0001225208-18-016921 · doc4.xml · nonDerivative · entry 4 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,868 Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 23:05 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 2,254 | $16.55 | $37,292.43 |
DisclosureSEC source: 0001225208-18-016921 · doc4.xml · nonDerivative · entry 3 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,073 Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 23:05 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 5,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-016921 · doc4.xml · nonDerivative · entry 2 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,327 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 |
| December 17, 2018 Filed Dec 19, 2018 23:05 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 58,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-016921 · doc4.xml · nonDerivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,302 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 |
| September 18, 2018 Filed Sep 20, 2018 21:26 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 304 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013629 · doc4.xml · derivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,129 Underlying: Common Stock · 304 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 18, 2018. F4 · derivative.exercise_date: The restricted stock units will vest in full on December 17, 2018, subject to Mr. Penegor's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on December 17, 2018, subject to Mr. Penegor's continued employment with the Company on the vesting date. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 21:16 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (right to buy) · Derivative | 454,589 | $0.00 Strike: $18.52 | $0.00 |
DisclosureSEC source: 0001225208-18-012859 · doc4.xml · derivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 454,589 Underlying: Common Stock · 454,589 shares Expires 2028-08-20 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 20, 2019, 2020 and 2021, subject to Mr. Penegor's continued employment with the Company on the applicable vesting date. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 21:03 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 301 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-010788 · doc4.xml · derivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,825 Underlying: Common Stock · 301 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, 2018. F4 · derivative.exercise_date: The restricted stock units will vest in full on December 17, 2018, subject to Mr. Penegor's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on December 17, 2018, subject to Mr. Penegor's continued employment with the Company on the vesting date. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 21:39 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 312 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-006432 · doc4.xml · derivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,524 Underlying: Common Stock · 312 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 December 17, 2018, subject to Mr. Penegor's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on December 17, 2018, subject to Mr. Penegor's continued employment with the Company on the applicable vesting date. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 22:31 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 15,371 | $16.12 | $247,780.52 |
DisclosureSEC source: 0001225208-18-005181 · doc4.xml · nonDerivative · entry 2 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,874 Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 22:31 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 51,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005181 · doc4.xml · nonDerivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,245 F1 · shares: Reflects settlement of performance units granted to Mr. Penegor in February 2015 as part of the Company's long-term incentive plan. Read SEC document |
| December 17, 2017 Filed Dec 19, 2017 23:19 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionRestricted Stock Units · Derivative | 58,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018931 · doc4.xml · derivative · entry 7 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,212 Underlying: Common Stock · 58,428 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. F6 · derivative.exercise_date: The restricted stock units were granted on December 17, 2014 and vest in two equal installments on the third and fourth anniversaries of the grant date. The first installment of 58,428 shares (which does not include the related dividend equivalent units referenced by footnote (5)) vested in full on December 17, 2017. The second installment of 58,428 shares (including the related dividend equivalent units) will vest on December 17, 2018, subject to Mr. Penegor's continued employment with the Company on the applicable vesting date. F6 · derivative.expiration_date: The restricted stock units were granted on December 17, 2014 and vest in two equal installments on the third and fourth anniversaries of the grant date. The first installment of 58,428 shares (which does not include the related dividend equivalent units referenced by footnote (5)) vested in full on December 17, 2017. The second installment of 58,428 shares (including the related dividend equivalent units) will vest on December 17, 2018, subject to Mr. Penegor's continued employment with the Company on the applicable vesting date. Read SEC document |
| December 17, 2017 Filed Dec 19, 2017 23:19 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionRestricted Stock Units · Derivative | 3,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018931 · doc4.xml · derivative · entry 6 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,640 Underlying: Common Stock · 3,783 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. F5 · derivative.exercise_date: The dividend equivalent units had accrued on restricted stock units that vested in full on December 17, 2017; accordingly, the dividend equivalent units vested in full immediately upon being issued on December 17, 2017. F5 · derivative.expiration_date: The dividend equivalent units had accrued on restricted stock units that vested in full on December 17, 2017; accordingly, the dividend equivalent units vested in full immediately upon being issued on December 17, 2017. Read SEC document |
| December 17, 2017 Filed Dec 19, 2017 23:19 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 28,930 | $15.55 | $449,933.83 |
DisclosureSEC source: 0001225208-17-018931 · doc4.xml · nonDerivative · entry 4 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,730 Read SEC document |
| December 17, 2017 Filed Dec 19, 2017 23:19 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 1,874 | $15.55 | $29,145.39 |
DisclosureSEC source: 0001225208-17-018931 · doc4.xml · nonDerivative · entry 3 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,660 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.