Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Wendy's CoWEN · Entity 4659 | Director | May 20, 2026 | May 22, 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 May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 199,121 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 20,967 · Balance 199,121 |
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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 22, 2026 20:55 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 20,967 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000072 · form4.xml · nonDerivative · entry 1 Rothschild Peter · CIK 0001331424 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 199,121 Read SEC document |
| May 21, 2025 Filed May 22, 2025 22:30 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 13,984 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015350 · form4.xml · nonDerivative · entry 1 Rothschild Peter · CIK 0001331424 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,154 Read SEC document |
| May 21, 2024 Filed May 23, 2024 21:19 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 9,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016472 · form4.xml · nonDerivative · entry 1 Rothschild Peter · CIK 0001331424 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,170 Read SEC document |
| May 16, 2023 Filed May 18, 2023 21:10 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 6,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-016187 · form4.xml · nonDerivative · entry 1 Rothschild Peter · CIK 0001331424 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,062 Read SEC document |
| May 18, 2022 Filed May 20, 2022 21:07 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 8,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015319 · form4.xml · nonDerivative · entry 1 Rothschild Peter · CIK 0001331424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,461 Read SEC document |
| May 18, 2021 Filed May 20, 2021 21:05 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 5,341 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-017635 · form4.xml · nonDerivative · entry 1 Rothschild Peter · CIK 0001331424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,820 Read SEC document |
| May 27, 2020 Filed May 28, 2020 20:43 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 5,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-008318 · doc4.xml · nonDerivative · entry 1 Rothschild Peter · CIK 0001331424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,479 Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 20:56 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 6,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008989 · doc4.xml · nonDerivative · entry 1 Rothschild Peter · CIK 0001331424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,199 Read SEC document |
| June 05, 2018 Filed Jun 7, 2018 21:41 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 6,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-010360 · doc4.xml · nonDerivative · entry 1 Rothschild Peter · CIK 0001331424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,147 Read SEC document |
| May 23, 2017 Filed May 25, 2017 21:11 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 6,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-010450 · doc4.xml · nonDerivative · entry 1 Rothschild Peter · CIK 0001331424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,167 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.