Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Wendy's CoWEN · Entity 4659 | President, U.S. | August 12, 2026 | August 14, 2026 |
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 August 12, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,868.6851 |
Ending reported balance
After 2026-08-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-12 · Exercise / conversion · Acquired 7,963 · Balance 9,186.6851 F1: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. Row 2 · 2026-08-12 · Tax withholding · Disposed 2,318 · Balance 6,868.6851 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 164,514 |
Reported balance
After 2026-08-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-12 · Exercise / conversion · Disposed 7,963 · Balance 164,514 F2: With tandem dividend equivalent rights and tax withholding rights. F1: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3: Includes 545 dividend equivalent units that had accrued on the restricted stock units. F4: The restricted stock units were granted on August 12, 2025 and vest in three equal installments on the first, second and third anniversaries of the grant date, subject to Mr. Suerken's continued employment with the Company on the applicable vesting date. The first installment (including the related dividend equivalent units) vested on August 12, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock.
F2: With tandem dividend equivalent rights and tax withholding rights.
F3: Includes 545 dividend equivalent units that had accrued on the restricted stock units.
F4: The restricted stock units were granted on August 12, 2025 and vest in three equal installments on the first, second and third anniversaries of the grant date, subject to Mr. Suerken's continued employment with the Company on the applicable vesting date. The first installment (including the related dividend equivalent units) vested on August 12, 2026.
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 |
|---|---|---|---|---|---|---|
| August 12, 2026 Filed Aug 14, 2026 20:51 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionRestricted Stock Units · Derivative | 7,963 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000141 · form4.xml · derivative · entry 3 Suerken Peter J. JR · CIK 0002079685 · President, U.S. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,514 Underlying: Common Stock · 7,963 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. F3 · shares: Includes 545 dividend equivalent units that had accrued on the restricted stock units. F4 · derivative.exercise_date: The restricted stock units were granted on August 12, 2025 and vest in three equal installments on the first, second and third anniversaries of the grant date, subject to Mr. Suerken's continued employment with the Company on the applicable vesting date. The first installment (including the related dividend equivalent units) vested on August 12, 2026. F4 · derivative.expiration_date: The restricted stock units were granted on August 12, 2025 and vest in three equal installments on the first, second and third anniversaries of the grant date, subject to Mr. Suerken's continued employment with the Company on the applicable vesting date. The first installment (including the related dividend equivalent units) vested on August 12, 2026. Read SEC document |
| August 12, 2026 Filed Aug 14, 2026 20:51 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 2,318 | $8.66 | $20,073.88 |
DisclosureSEC source: 0000030697-26-000141 · form4.xml · nonDerivative · entry 2 Suerken Peter J. JR · CIK 0002079685 · President, U.S. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,868.6851 Read SEC document |
| August 12, 2026 Filed Aug 14, 2026 20:51 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 7,963 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000141 · form4.xml · nonDerivative · entry 1 Suerken Peter J. JR · CIK 0002079685 · President, U.S. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,186.6851 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 |
| June 15, 2026 Filed Jun 17, 2026 21:32 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 475 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000098 · form4.xml · derivative · entry 2 Suerken Peter J. JR · CIK 0002079685 · President, U.S. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,477 Underlying: Common Stock · 475 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, 2026. F5 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 12, 2026, 2027 and 2028, subject to Mr. Suerken's continued employment with the Company on the applicable vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 12, 2026, 2027 and 2028, subject to Mr. Suerken's continued employment with the Company on the applicable vesting date. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 21:32 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 2,951 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000098 · form4.xml · derivative · entry 1 Suerken Peter J. JR · CIK 0002079685 · President, U.S. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,002 Underlying: Common Stock · 2,951 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, 2026. F4 · derivative.exercise_date: The restricted stock units will vest in full on July 22, 2027, subject to Mr. Suerken's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on July 22, 2027, subject to Mr. Suerken's continued employment with the Company on the vesting date. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 22:01 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 456 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000042 · form4.xml · derivative · entry 2 Suerken Peter J. JR · CIK 0002079685 · President, U.S. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,051 Underlying: Common Stock · 456 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 16, 2026. F5 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 12, 2026, 2027 and 2028, subject to Mr. Suerken's continued employment with the Company on the applicable vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 12, 2026, 2027 and 2028, subject to Mr. Suerken's continued employment with the Company on the applicable vesting date. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 22:01 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 2,840 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000042 · form4.xml · derivative · entry 1 Suerken Peter J. JR · CIK 0002079685 · President, U.S. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,595 Underlying: Common Stock · 2,840 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 16, 2026. F4 · derivative.exercise_date: The restricted stock units will vest in full on July 22, 2027, subject to Mr. Suerken's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on July 22, 2027, subject to Mr. Suerken's continued employment with the Company on the vesting date. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 22:26 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-25-000057 · form4.xml · derivative · entry 2 Suerken Peter J. JR · CIK 0002079685 · President, U.S. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,755 Underlying: Common Stock · 385 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, 2025. F5 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 12, 2026, 2027 and 2028, subject to Mr. Suerken's continued employment with the Company on the applicable vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 12, 2026, 2027 and 2028, subject to Mr. Suerken's continued employment with the Company on the applicable vesting date. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 22:26 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 2,388 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-25-000057 · form4.xml · derivative · entry 1 Suerken Peter J. JR · CIK 0002079685 · President, U.S. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,370 Underlying: Common Stock · 2,388 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, 2025. F4 · derivative.exercise_date: The restricted stock units will vest in full on July 22, 2027, subject to Mr. Suerken's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on July 22, 2027, subject to Mr. Suerken's continued employment with the Company on the vesting date. Read SEC document |
| December 15, 2025 Filed Feb 6, 2026 22:14 UTC | Wendy's Co WEN · Entity 4659 | OtherCommon Stock | 20.1809 | $8.35 | $168.51 |
DisclosureSEC source: 0000030697-26-000006 · form5.xml · nonDerivative · entry 1 Suerken Peter J. JR · CIK 0002079685 · President, U.S. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,223.6851 F1 · shares: Reflects shares that were acquired pursuant to a dividend reinvestment plan administered by the reporting person's broker and eligible for deferred reporting on Form 5 under Rule 16a-6. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 22:05 UTC | Wendy's Co WEN · Entity 4659 | PurchaseCommon Stock | 500 | $7.88 | $3,940.00 |
DisclosureSEC source: 0000030697-25-000043 · form4.xml · nonDerivative · entry 1 Suerken Peter J. JR · CIK 0002079685 · President, U.S. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,203.5042 Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 21:02 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-25-000025 · form4.xml · derivative · entry 2 Suerken Peter J. JR · CIK 0002079685 · President, U.S. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,982 Underlying: Common Stock · 325 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 16, 2025. F5 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 12, 2026, 2027 and 2028, subject to Mr. Suerken's continued employment with the Company on the applicable vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 12, 2026, 2027 and 2028, subject to Mr. Suerken's continued employment with the Company on the applicable vesting date. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 21:02 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 2,026 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-25-000025 · form4.xml · derivative · entry 1 Suerken Peter J. JR · CIK 0002079685 · President, U.S. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,657 Underlying: Common Stock · 2,026 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 16, 2025. F4 · derivative.exercise_date: The restricted stock units will vest in full on July 22, 2027, subject to Mr. Suerken's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on July 22, 2027, subject to Mr. Suerken's continued employment with the Company on the vesting date. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 22:00 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 22,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-020475 · form4.xml · derivative · entry 2 Suerken Peter J. JR · CIK 0002079685 · President, U.S. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,631 Underlying: Common Stock · 22,255 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 three equal installments on August 12, 2026, 2027 and 2028, subject to Mr. Suerken's continued employment with the Company on the applicable vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 12, 2026, 2027 and 2028, subject to Mr. Suerken's continued employment with the Company on the applicable vesting date. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 22:00 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (Right to Buy) · Derivative | 281,169 | $0.00 Strike: $10.11 | $0.00 |
DisclosureSEC source: 0001127602-25-020475 · form4.xml · derivative · entry 1 Suerken Peter J. JR · CIK 0002079685 · President, U.S. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 281,169 Underlying: Common Stock · 281,169 shares Expires 2035-08-12 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 12, 2026, 2027 and 2028, subject to Mr. Suerken's continued employment with the Company on the applicable vesting date. Read SEC document |
| July 22, 2025 Filed Aug 1, 2025 21:09 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 138,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-019879 · form4.xml · derivative · entry 1 Suerken Peter J. JR · CIK 0002079685 · President, U.S. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,376 Underlying: Common Stock · 138,376 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 · derivative.exercise_date: The restricted stock units will vest in full on July 22, 2027, subject to Mr. Suerken's continued employment with the Company on the vesting date. F3 · derivative.expiration_date: The restricted stock units will vest in full on July 22, 2027, subject to Mr. Suerken'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.