Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SERVICE CORP INTERNATIONALSCI · Entity 3484 | Director | May 11, 2026 | May 13, 2026 |
| Wendy's CoWEN · Entity 4659 | Global Chief Marketing Officer | May 09, 2024 | May 10, 2024 |
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.
SERVICE CORP INTERNATIONAL
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,448 |
Reported balance
Holding disclosure · report date 2026-05-11 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,448 |
Wendy's Co
Report date May 09, 2024 · Filed May 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,586 |
Ending reported balance
After 2024-05-09 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-05-09 · Exercise / conversion · Acquired 24,803 · Balance 52,389 Row 2 · 2024-05-09 · Exercise / conversion · Acquired 20,003 · Balance 72,392 Row 3 · 2024-05-09 · Sale · Disposed 44,806 · Balance 27,586 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.09 · Expires 2026-08-12 | Direct | 0 |
Reported balance
After 2024-05-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-05-09 · Exercise / conversion · Disposed 24,803 · Balance 0 F1: With tandem net exercise and tax withholding rights. F2: The option vested in three equal installments on August 12, 2017, 2018 and 2019 and is currently exercisable as to all 24,803 shares. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.36 · Expires 2027-08-11 | Direct | 0 |
Reported balance
After 2024-05-09 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-05-09 · Exercise / conversion · Disposed 20,003 · Balance 0 F1: With tandem net exercise and tax withholding rights. F3: The option vested in three equal installments on August 11, 2018, 2019 and 2020 and is currently exercisable as to all 20,003 shares. |
Filing footnotes · ownership attribution and instrument terms
F1: With tandem net exercise and tax withholding rights.
F2: The option vested in three equal installments on August 12, 2017, 2018 and 2019 and is currently exercisable as to all 24,803 shares.
F3: The option vested in three equal installments on August 11, 2018, 2019 and 2020 and is currently exercisable as to all 20,003 shares.
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 09, 2024 Filed May 10, 2024 21:00 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 20,003 | $0.00 Strike: $15.36 | $0.00 |
DisclosureSEC source: 0001127602-24-015019 · form4.xml · derivative · entry 5 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,003 shares Expires 2027-08-11 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. F1 · security: With tandem net exercise and tax withholding rights. F3 · derivative.exercise_date: The option vested in three equal installments on August 11, 2018, 2019 and 2020 and is currently exercisable as to all 20,003 shares. Read SEC document |
| May 09, 2024 Filed May 10, 2024 21:00 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 24,803 | $0.00 Strike: $10.09 | $0.00 |
DisclosureSEC source: 0001127602-24-015019 · form4.xml · derivative · entry 4 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,803 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. F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vested in three equal installments on August 12, 2017, 2018 and 2019 and is currently exercisable as to all 24,803 shares. Read SEC document |
| May 09, 2024 Filed May 10, 2024 21:00 UTC | Wendy's Co WEN · Entity 4659 | SaleCommon Stock | 44,806 | $19.50 | $873,717.00 |
DisclosureSEC source: 0001127602-24-015019 · form4.xml · nonDerivative · entry 3 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,586 Read SEC document |
| May 09, 2024 Filed May 10, 2024 21:00 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 20,003 | $15.36 | $307,146.07 |
DisclosureSEC source: 0001127602-24-015019 · form4.xml · nonDerivative · entry 2 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,392 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 |
| May 09, 2024 Filed May 10, 2024 21:00 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 24,803 | $10.09 | $250,200.26 |
DisclosureSEC source: 0001127602-24-015019 · form4.xml · nonDerivative · entry 1 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,389 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 |
| March 15, 2024 Filed Mar 19, 2024 21:24 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 49 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010659 · form4.xml · derivative · entry 2 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,361 Underlying: Common Stock · 49 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, 2024. F5 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Loredo'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 11, 2024, 2025 and 2026, subject to Mr. Loredo's continued employment with the Company on the applicable vesting date. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:24 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 131 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010659 · form4.xml · derivative · entry 1 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,312 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 March 15, 2024. F4 · derivative.exercise_date: The restricted stock units will vest in full on February 22, 2025, subject to Mr. Loredo's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on February 22, 2025, subject to Mr. Loredo's continued employment with the Company on the vesting date. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:31 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 1,383 | $18.20 | $25,170.60 |
DisclosureSEC source: 0001127602-24-007427 · form4.xml · nonDerivative · entry 2 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,586 Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:31 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 3,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-007427 · form4.xml · nonDerivative · entry 1 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,969 F1 · shares: Reflects settlement of performance units granted to Mr. Loredo in February 2021 as part of the Company's long-term incentive plan. Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 22:10 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionRestricted Stock Units · Derivative | 5,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006140 · form4.xml · derivative · entry 3 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,181 Underlying: Common Stock · 5,304 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 464 dividend equivalent units that had accrued on the restricted stock units. F4 · derivative.exercise_date: The restricted stock units were granted on February 19, 2021 and fully vested on February 19, 2024. F4 · derivative.expiration_date: The restricted stock units were granted on February 19, 2021 and fully vested on February 19, 2024. Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 22:10 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 1,865 | $18.43 | $34,371.95 |
DisclosureSEC source: 0001127602-24-006140 · form4.xml · nonDerivative · entry 2 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,035 Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 22:10 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 5,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006140 · form4.xml · nonDerivative · entry 1 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,900 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 15, 2023 Filed Dec 19, 2023 22:05 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 44 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-030070 · form4.xml · derivative · entry 3 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,485 Underlying: Common Stock · 44 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, 2023. F6 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Loredo'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, 2024, 2025 and 2026, subject to Mr. Loredo's continued employment with the Company on the applicable vesting date. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 22:05 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 119 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-030070 · form4.xml · derivative · entry 2 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,441 Underlying: Common Stock · 119 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, 2023. F5 · derivative.exercise_date: The restricted stock units will vest in full on February 22, 2025, subject to Mr. Loredo's continued employment with the Company on the vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in full on February 22, 2025, subject to Mr. Loredo's continued employment with the Company on the vesting date. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 22:05 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-030070 · form4.xml · derivative · entry 1 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,322 Underlying: Common Stock · 66 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, 2023. F4 · derivative.exercise_date: The restricted stock units will vest in full on February 19, 2024, subject to Mr. Loredo's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on February 19, 2024, subject to Mr. Loredo's continued employment with the Company on the vesting date. Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 21:21 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 43 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024452 · form4.xml · derivative · entry 3 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,256 Underlying: Common Stock · 43 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, 2023. F6 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Loredo'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, 2024, 2025 and 2026, subject to Mr. Loredo's continued employment with the Company on the applicable vesting date. Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 21:21 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 116 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024452 · form4.xml · derivative · entry 2 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,213 Underlying: Common Stock · 116 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, 2023. F5 · derivative.exercise_date: The restricted stock units will vest in full on February 22, 2025, subject to Mr. Loredo's continued employment with the Company on the vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in full on February 22, 2025, subject to Mr. Loredo's continued employment with the Company on the vesting date. Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 21:21 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 64 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024452 · form4.xml · derivative · entry 1 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,097 Underlying: Common Stock · 64 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, 2023. F4 · derivative.exercise_date: The restricted stock units will vest in full on February 19, 2024, subject to Mr. Loredo's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on February 19, 2024, subject to Mr. Loredo's continued employment with the Company on the vesting date. Read SEC document |
| August 11, 2023 Filed Aug 16, 2023 00:59 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 3,483 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022611 · form4.xml · derivative · entry 2 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,033 Underlying: Common Stock · 3,483 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 11, 2024, 2025 and 2026, subject to Mr. Loredo'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 11, 2024, 2025 and 2026, subject to Mr. Loredo's continued employment with the Company on the applicable vesting date. Read SEC document |
| August 11, 2023 Filed Aug 16, 2023 00:59 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (Right to Buy) · Derivative | 23,344 | $0.00 Strike: $21.53 | $0.00 |
DisclosureSEC source: 0001127602-23-022611 · form4.xml · derivative · entry 1 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,344 Underlying: Common Stock · 23,344 shares Expires 2033-08-11 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Loredo's continued employment with the Company on the applicable vesting date. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 21:29 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 105 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-019065 · form4.xml · derivative · entry 2 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,550 Underlying: Common Stock · 105 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, 2023. F5 · derivative.exercise_date: The restricted stock units will vest in full on February 22, 2025, subject to Mr. Loredo's continued employment with the Company on the vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in full on February 22, 2025, subject to Mr. Loredo's continued employment with the Company on the vesting date. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 21:29 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 58 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-019065 · form4.xml · derivative · entry 1 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,445 Underlying: Common Stock · 58 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, 2023. F4 · derivative.exercise_date: The restricted stock units will vest in full on February 19, 2024, subject to Mr. Loredo's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on February 19, 2024, subject to Mr. Loredo's continued employment with the Company on the vesting date. Read SEC document |
| April 05, 2023 Filed Apr 6, 2023 20:35 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 117 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-012677 · form4.xml · derivative · entry 1 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,387 Underlying: Common Stock · 117 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 that Mr. Loredo was entitled to receive between March 2022 and March 2023 but, due to administrative error, were not issued until April 5, 2023. F4 · derivative.exercise_date: The restricted stock units will vest in full on February 22, 2025, subject to Mr. Loredo's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on February 22, 2025, subject to Mr. Loredo's continued employment with the Company on the vesting date. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 22:30 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 110 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010747 · form4.xml · derivative · entry 2 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,270 Underlying: Common Stock · 110 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, 2023. F5 · derivative.exercise_date: The restricted stock units will vest in full on February 22, 2025, subject to Mr. Loredo's continued employment with the Company on the vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in full on February 22, 2025, subject to Mr. Loredo's continued employment with the Company on the vesting date. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 22:30 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010747 · form4.xml · derivative · entry 1 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,160 Underlying: Common Stock · 61 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, 2023. F4 · derivative.exercise_date: The restricted stock units will vest in full on February 19, 2024, subject to Mr. Loredo's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on February 19, 2024, subject to Mr. Loredo's continued employment with the Company on the vesting date. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 00:41 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 851 | $21.97 | $18,692.22 |
DisclosureSEC source: 0001127602-23-008499 · form4.xml · nonDerivative · entry 2 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,596 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 00:41 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 2,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008499 · form4.xml · nonDerivative · entry 1 Loredo Juan Carlos · CIK 0001464267 · Global Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,447 F1 · shares: Reflects settlement of performance units granted to Mr. Loredo in February 2020 as part of the Company's long-term incentive plan. 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.