Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Wendy's CoWEN · Entity 4659 | Chief Accounting Officer | September 15, 2026 | September 17, 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 September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 13,749 |
Reported balance
After 2026-09-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 13 · Balance 13,749 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 September 15, 2026. F4: The restricted stock units will vest in one remaining installment on August 5, 2027, subject to Mr. Kale's continued employment with the Company on the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 13,791 |
Reported balance
After 2026-09-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-15 · Grant · Acquired 42 · Balance 13,791 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 September 15, 2026. F5: The restricted stock units will vest in two remaining equal installments on August 12, 2027 and 2028, subject to Mr. Kale's continued employment with the Company on the applicable vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 13,864 |
Reported balance
After 2026-09-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-15 · Grant · Acquired 73 · Balance 13,864 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 September 15, 2026. F6: The restricted stock units will vest in three equal installments on August 11, 2027, 2028 and 2029, subject to Mr. Kale'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 September 15, 2026.
F4: The restricted stock units will vest in one remaining installment on August 5, 2027, subject to Mr. Kale's continued employment with the Company on the vesting date.
F5: The restricted stock units will vest in two remaining equal installments on August 12, 2027 and 2028, subject to Mr. Kale's continued employment with the Company on the applicable vesting date.
F6: The restricted stock units will vest in three equal installments on August 11, 2027, 2028 and 2029, subject to Mr. Kale'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 |
|---|---|---|---|---|---|---|
| September 15, 2026 Filed Sep 17, 2026 20:50 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 73 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000173 · form4.xml · derivative · entry 3 Kale Aaron M. · CIK 0002139907 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,864 Underlying: Common Stock · 73 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 15, 2026. F6 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 11, 2027, 2028 and 2029, subject to Mr. Kale's continued employment with the Company on the applicable vesting date. F6 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 11, 2027, 2028 and 2029, subject to Mr. Kale's continued employment with the Company on the applicable vesting date. Read SEC document |
| September 15, 2026 Filed Sep 17, 2026 20:50 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000173 · form4.xml · derivative · entry 2 Kale Aaron M. · CIK 0002139907 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,791 Underlying: Common Stock · 42 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 15, 2026. F5 · derivative.exercise_date: The restricted stock units will vest in two remaining equal installments on August 12, 2027 and 2028, subject to Mr. Kale's continued employment with the Company on the applicable vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in two remaining equal installments on August 12, 2027 and 2028, subject to Mr. Kale's continued employment with the Company on the applicable vesting date. Read SEC document |
| September 15, 2026 Filed Sep 17, 2026 20:50 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000173 · form4.xml · derivative · entry 1 Kale Aaron M. · CIK 0002139907 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,749 Underlying: Common Stock · 13 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 15, 2026. F4 · derivative.exercise_date: The restricted stock units will vest in one remaining installment on August 5, 2027, subject to Mr. Kale's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in one remaining installment on August 5, 2027, subject to Mr. Kale's continued employment with the Company on the vesting date. Read SEC document |
| August 12, 2026 Filed Aug 14, 2026 20:57 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionRestricted Stock Units · Derivative | 2,209 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000146 · form4.xml · derivative · entry 3 Kale Aaron M. · CIK 0002139907 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,736 Underlying: Common Stock · 2,209 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 149 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. Kale'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. Kale'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 20:57 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 599 | $8.66 | $5,187.34 |
DisclosureSEC source: 0000030697-26-000146 · form4.xml · nonDerivative · entry 2 Kale Aaron M. · CIK 0002139907 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,438 Read SEC document |
| August 12, 2026 Filed Aug 14, 2026 20:57 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 2,209 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000146 · form4.xml · nonDerivative · entry 1 Kale Aaron M. · CIK 0002139907 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,037 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 |
| August 11, 2026 Filed Aug 13, 2026 20:49 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 7,884 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000128 · form4.xml · derivative · entry 5 Kale Aaron M. · CIK 0002139907 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,945 Underlying: Common Stock · 7,884 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. F7 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 11, 2027, 2028 and 2029, subject to Mr. Kale's continued employment with the Company on the applicable vesting date. F7 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 11, 2027, 2028 and 2029, subject to Mr. Kale's continued employment with the Company on the applicable vesting date. Read SEC document |
| August 11, 2026 Filed Aug 13, 2026 20:49 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (Right to Buy) · Derivative | 54,437 | $0.00 Strike: $7.55 | $0.00 |
DisclosureSEC source: 0000030697-26-000128 · form4.xml · derivative · entry 4 Kale Aaron M. · CIK 0002139907 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,437 Underlying: Common Stock · 54,437 shares Expires 2026-08-11 F5 · security: With tandem net exercise and tax withholding rights. F6 · derivative.exercise_date: The option vests in three equal installments on August 11, 2027, 2028 and 2029, subject to Mr. Kale's continued employment with the Company on the applicable vesting date. Read SEC document |
| August 11, 2026 Filed Aug 13, 2026 20:49 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionRestricted Stock Units · Derivative | 1,748 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000128 · form4.xml · derivative · entry 3 Kale Aaron M. · CIK 0002139907 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,061 Underlying: Common Stock · 1,748 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 296 dividend equivalent units that had accrued on the restricted stock units. F4 · derivative.exercise_date: The restricted stock units were granted on August 11, 2023 and vested in three equal installments on the first, second and third anniversaries of the grant date. The first, second and third installments (including the related dividend equivalent units) vested on August 11, 2024, 2025 and 2026, respectively. F4 · derivative.expiration_date: The restricted stock units were granted on August 11, 2023 and vested in three equal installments on the first, second and third anniversaries of the grant date. The first, second and third installments (including the related dividend equivalent units) vested on August 11, 2024, 2025 and 2026, respectively. Read SEC document |
| August 11, 2026 Filed Aug 13, 2026 20:49 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 499 | $7.55 | $3,767.45 |
DisclosureSEC source: 0000030697-26-000128 · form4.xml · nonDerivative · entry 2 Kale Aaron M. · CIK 0002139907 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,828 Read SEC document |
| August 11, 2026 Filed Aug 13, 2026 20:49 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 1,748 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000128 · form4.xml · nonDerivative · entry 1 Kale Aaron M. · CIK 0002139907 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,327 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 |
| August 05, 2026 Filed Aug 7, 2026 21:05 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionRestricted Stock Units · Derivative | 1,415 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000120 · form4.xml · derivative · entry 3 Kale Aaron M. · CIK 0002139907 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,809 Underlying: Common Stock · 1,415 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 168 dividend equivalent units that had accrued on the restricted stock units. F4 · derivative.exercise_date: The restricted stock units were granted on August 5, 2024 and vest in three equal installments on the first, second and third anniversaries of the grant date, subject to Mr. Kale's continued employment with the Company on the applicable vesting date. The first and second installments (including the related dividend equivalent units) vested on August 5, 2025 and 2026, respectively. F4 · derivative.expiration_date: The restricted stock units were granted on August 5, 2024 and vest in three equal installments on the first, second and third anniversaries of the grant date, subject to Mr. Kale's continued employment with the Company on the applicable vesting date. The first and second installments (including the related dividend equivalent units) vested on August 5, 2025 and 2026, respectively. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 21:05 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 404 | $7.99 | $3,227.96 |
DisclosureSEC source: 0000030697-26-000120 · form4.xml · nonDerivative · entry 2 Kale Aaron M. · CIK 0002139907 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,579 Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 21:05 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 1,415 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000120 · form4.xml · nonDerivative · entry 1 Kale Aaron M. · CIK 0002139907 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,983 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 21:22 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 131 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000094 · form4.xml · derivative · entry 3 Kale Aaron M. · CIK 0002139907 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,224 Underlying: Common Stock · 131 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. F6 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 12, 2026, 2027 and 2028, subject to Mr. Kale's continued employment with the Company on the applicable vesting date. F6 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 12, 2026, 2027 and 2028, subject to Mr. Kale's continued employment with the Company on the applicable vesting date. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 21:22 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 57 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000094 · form4.xml · derivative · entry 2 Kale Aaron M. · CIK 0002139907 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,093 Underlying: Common Stock · 57 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 two remaining equal installments on August 5, 2026 and 2027, subject to Mr. Kale's continued employment with the Company on the applicable vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in two remaining equal installments on August 5, 2026 and 2027, subject to Mr. Kale's continued employment with the Company on the applicable vesting date. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 21:22 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000094 · form4.xml · derivative · entry 1 Kale Aaron M. · CIK 0002139907 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,036 Underlying: Common Stock · 35 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 one remaining installment on August 11, 2026, subject to Mr. Kale's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in one remaining installment on August 11, 2026, subject to Mr. Kale'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.