Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Wendy's CoWEN · Entity 4659 | Director | September 29, 2026 | October 02, 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 29, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,272 |
Reported balance
After 2026-09-29 transaction · row 1
1 source rowRow 1 · 2026-09-29 · Grant · Acquired 3,318 · Balance 52,272 F1: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of Mr. Peltz's quarterly Board of Directors retainer fee and quarterly Board committee retainer fees that would otherwise be payable in cash. In accordance with the Plan, the price is the average of the closing price per share on the 20 consecutive trading days immediately preceding the date on which the retainer fees would otherwise be payable. |
| Common StockSEC Table I · non-derivative | IndirectBy Peltz 2009 Family Trust | 132,397 |
Reported balance
Holding disclosure · report date 2026-09-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 132,397 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of Mr. Peltz's quarterly Board of Directors retainer fee and quarterly Board committee retainer fees that would otherwise be payable in cash. In accordance with the Plan, the price is the average of the closing price per share on the 20 consecutive trading days immediately preceding the date on which the retainer fees would otherwise be payable.
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 29, 2026 Filed Oct 2, 2026 00:59 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 3,318 | $7.42 | $24,619.56 |
DisclosureSEC source: 0000030697-26-000175 · form4.xml · nonDerivative · entry 1 Peltz Bradley G. · CIK 0002078112 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,272 F1 · kind: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of Mr. Peltz's quarterly Board of Directors retainer fee and quarterly Board committee retainer fees that would otherwise be payable in cash. In accordance with the Plan, the price is the average of the closing price per share on the 20 consecutive trading days immediately preceding the date on which the retainer fees would otherwise be payable. Read SEC document |
| June 29, 2026 Filed Jul 1, 2026 20:56 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 3,527 | $6.98 | $24,618.46 |
DisclosureSEC source: 0000030697-26-000109 · form4.xml · nonDerivative · entry 1 Peltz Bradley G. · CIK 0002078112 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,954 F1 · kind: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of Mr. Peltz's quarterly Board of Directors retainer fee and quarterly Board committee retainer fees that would otherwise be payable in cash. In accordance with the Plan, the price is the average of the closing price per share on the 20 consecutive trading days immediately preceding the date on which the retainer fees would otherwise be payable. Read SEC document |
| May 20, 2026 Filed May 22, 2026 20:53 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 20,967 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000071 · form4.xml · nonDerivative · entry 1 Peltz Bradley G. · CIK 0002078112 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,427 Read SEC document |
| April 03, 2026 Filed Apr 7, 2026 21:09 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 3,448 | $7.14 | $24,618.72 |
DisclosureSEC source: 0000030697-26-000053 · form4.xml · nonDerivative · entry 1 Peltz Bradley G. · CIK 0002078112 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,460 F1 · kind: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of Mr. Peltz's quarterly Board of Directors retainer fee and quarterly Board committee retainer fees that would otherwise be payable in cash. In accordance with the Plan, the price is the average of the closing price per share on the 20 consecutive trading days immediately preceding the date on which the retainer fees would otherwise be payable. Read SEC document |
| January 05, 2026 Filed Jan 7, 2026 22:04 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 2,942 | $8.37 | $24,624.54 |
DisclosureSEC source: 0000030697-26-000003 · form4.xml · nonDerivative · entry 1 Peltz Bradley G. · CIK 0002078112 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,012 F1 · kind: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of Mr. Peltz's quarterly Board of Directors retainer fee and quarterly Board committee retainer fees that would otherwise be payable in cash. In accordance with the Plan, the price is the average of the closing price per share on the 20 consecutive trading days immediately preceding the date on which the retainer fees would otherwise be payable. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 20:26 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 4,844 | $9.72 | $47,083.68 |
DisclosureSEC source: 0000030697-25-000036 · form4.xml · nonDerivative · entry 1 Peltz Bradley G. · CIK 0002078112 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,070 F1 · kind: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of Mr. Peltz's quarterly Board of Directors retainer fee and quarterly Board committee retainer fees that would otherwise be payable in cash. In accordance with the Plan, the price is the average of the closing price per share on the 20 consecutive trading days immediately preceding the date on which the retainer fees would otherwise be payable. Read SEC document |
| July 24, 2025 Filed Jul 28, 2025 21:12 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 13,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-019656 · form4.xml · nonDerivative · entry 1 Peltz Bradley G. · CIK 0002078112 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,226 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.