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person · Reporting owner

Peltz Matthew H.

Disclosed activity across 2 companies

Tapewire entity
77833
SEC CIK
0001661127

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
PENTAIR plcPNR · Entity 3537DirectorAugust 13, 2018August 15, 2018
Wendy's CoWEN · Entity 4659Director · 10% ownerJuly 01, 2025July 02, 2025

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.

PENTAIR plc

Report date August 13, 2018 · Filed August 15, 2018

Jointly reported with TRIAN FUND MANAGEMENT, L.P.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common (Ordinary) SharesSEC Table I · non-derivativeIndirectPlease see explanation below12,036,582 Reported balance After 2018-08-13 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 1 · 2018-08-13 · Sale · Disposed 1,700,000 · Balance 12,036,582

F1: The sale reported in this Form 4 was done for portfolio management purposes.

F2: Trian Fund Management, L.P ("Trian Management") serves as the management company for Trian Partners, L.P., Trian Partners Master Fund, L.P., Trian Partners Parallel Fund I, L.P., Trian Partners Strategic Investment Fund II, L.P., Trian Partners Strategic Investment Fund-A, L.P., Trian Partners Strategic Investment Fund-N, L.P., Trian Partners Strategic Investment Fund-D, L.P., Trian Partners Fund (Sub)-G, L.P., Trian Partners Strategic Fund-G II, L.P., Trian Partners Strategic Fund-G III, L.P., Trian Partners Strategic Fund-K, L.P. and Trian Partners Strategic Fund-C, Ltd. (collectively, the "Trian Entities") and as such determines the investment and voting decisions of the Trian Entities with respect to the shares of the Issuer held by them.

F3: (FN 2, contd.) Mr. Peltz is a limited partner of certain affiliates of the Trian Entities and Trian Management and therefore may be deemed to have an indirect interest in the shares which they hold. The Reporting Persons disclaim beneficial ownership of such shares except to the extent of their respective pecuniary interests therein and this report shall not be deemed an admission that the Reporting Persons are the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Mr. Peltz is a director of the Issuer.

Common (Ordinary) Shares - Restricted Stock UnitsSEC Table I · non-derivativeDirect2,862 Reported balance Holding disclosure · report date 2018-08-13 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 2,862

Filing footnotes · ownership attribution and instrument terms

F1: The sale reported in this Form 4 was done for portfolio management purposes.

F2: Trian Fund Management, L.P ("Trian Management") serves as the management company for Trian Partners, L.P., Trian Partners Master Fund, L.P., Trian Partners Parallel Fund I, L.P., Trian Partners Strategic Investment Fund II, L.P., Trian Partners Strategic Investment Fund-A, L.P., Trian Partners Strategic Investment Fund-N, L.P., Trian Partners Strategic Investment Fund-D, L.P., Trian Partners Fund (Sub)-G, L.P., Trian Partners Strategic Fund-G II, L.P., Trian Partners Strategic Fund-G III, L.P., Trian Partners Strategic Fund-K, L.P. and Trian Partners Strategic Fund-C, Ltd. (collectively, the "Trian Entities") and as such determines the investment and voting decisions of the Trian Entities with respect to the shares of the Issuer held by them.

F3: (FN 2, contd.) Mr. Peltz is a limited partner of certain affiliates of the Trian Entities and Trian Management and therefore may be deemed to have an indirect interest in the shares which they hold. The Reporting Persons disclaim beneficial ownership of such shares except to the extent of their respective pecuniary interests therein and this report shall not be deemed an admission that the Reporting Persons are the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Mr. Peltz is a director of the Issuer.

Wendy's Co

Report date July 01, 2025 · Filed July 02, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect132,132 Reported balance After 2025-07-01 transaction · row 1
1 source row

Row 1 · 2025-07-01 · Grant · Acquired 2,334 · Balance 132,132

F1: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a quarterly Board of Directors retainer fee and a quarterly Board committee retainer fee 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-derivativeIndirectBy Trian Partners14,943,466 Reported balance Holding disclosure · report date 2025-07-01 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 14,943,466

F2: Trian Fund Management, L.P. ("Trian Management") serves as the management company for Trian Partners, L.P., Trian Partners Master Fund, L.P., Trian Partners Parallel Fund I, L.P., Trian Partners Strategic Fund-G II L.P., and Trian Partners Strategic Fund-K, L.P. (collectively, the "Trian Funds"), and as such determines the investment and voting decisions of the Trian Funds with respect to the shares of the Issuer held by them. Mr. Peltz is a Partner of Trian Management, and a limited partner or member of certain affiliates of the Trian Funds, and as such has an indirect interest in the shares of the Issuer held by the Trian Funds.

F3: (FN 2, contd.) Mr. Peltz is also a limited partner in Trian Partners GP, L.P. ("Trian GP"), and as such has an indirect interest in the shares of the Issuer held by Trian GP. The reporting persons disclaim beneficial ownership of the shares held by Trian Management and Trian GP (collectively, "Trian Partners") except to the extent of their pecuniary interest therein and this report shall not be deemed an admission that the reporting persons are the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

Common StockSEC Table I · non-derivativeIndirectBy Peltz 2009FamilyTrust132,397 Reported balance Holding disclosure · report date 2025-07-01 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 132,397

F4: Mr. Peltz disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

F5: All such shares are owned by the Peltz 2009 Family Trust. Mr. Peltz is a trustee of the trust.

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 a quarterly Board of Directors retainer fee and a quarterly Board committee retainer fee 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.

F2: Trian Fund Management, L.P. ("Trian Management") serves as the management company for Trian Partners, L.P., Trian Partners Master Fund, L.P., Trian Partners Parallel Fund I, L.P., Trian Partners Strategic Fund-G II L.P., and Trian Partners Strategic Fund-K, L.P. (collectively, the "Trian Funds"), and as such determines the investment and voting decisions of the Trian Funds with respect to the shares of the Issuer held by them. Mr. Peltz is a Partner of Trian Management, and a limited partner or member of certain affiliates of the Trian Funds, and as such has an indirect interest in the shares of the Issuer held by the Trian Funds.

F3: (FN 2, contd.) Mr. Peltz is also a limited partner in Trian Partners GP, L.P. ("Trian GP"), and as such has an indirect interest in the shares of the Issuer held by Trian GP. The reporting persons disclaim beneficial ownership of the shares held by Trian Management and Trian GP (collectively, "Trian Partners") except to the extent of their pecuniary interest therein and this report shall not be deemed an admission that the reporting persons are the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

F4: Mr. Peltz disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

F5: All such shares are owned by the Peltz 2009 Family Trust. Mr. Peltz is a trustee of the trust.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
July 01, 2025 Filed Jul 2, 2025 21:45 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 2,334 $11.62 $27,121.08
Disclosure

SEC source: 0000950170-25-093297 · ownership.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,132

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a quarterly Board of Directors retainer fee and a quarterly Board committee retainer fee 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 21, 2025 Filed May 22, 2025 22:01 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 13,984 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-076504 · ownership.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 129,798

Read SEC document
April 02, 2025 Filed Apr 4, 2025 20:31 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 1,789 $15.16 $27,121.24
Disclosure

SEC source: 0000950170-25-051185 · ownership.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 115,814

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a quarterly Board of Directors retainer fee and a quarterly Board committee retainer fee 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 03, 2025 Filed Jan 7, 2025 21:44 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 1,691 $17.22 $29,119.02
Disclosure

SEC source: 0000950170-25-002912 · ownership.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114,025

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a quarterly Board of Directors retainer fee and a quarterly Board committee retainer fee 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 03, 2024 Filed Oct 7, 2024 20:46 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 1,569 $17.28 $27,112.32
Disclosure

SEC source: 0000950170-24-113274 · ownership.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,334

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a quarterly Board of Directors retainer fee and a quarterly Board committee retainer fee 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
August 08, 2024 Filed Aug 10, 2024 00:50 UTC Wendy's Co WEN · Entity 4659 SaleCommon Stock 1,000,000 $17.18 $17,180,000.00
Disclosure

SEC source: 0000950170-24-095001 · ownership.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director · 10% owner

TRIAN FUND MANAGEMENT, L.P. · CIK 0001345471 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trian Partners

Disclosed balance after: 14,943,466

F1 · ownership.nature: Trian Fund Management, L.P. ("Trian Management") serves as the management company for Trian Partners, L.P., Trian Partners Master Fund, L.P., Trian Partners Parallel Fund I, L.P., Trian Partners Strategic Fund-G II L.P., and Trian Partners Strategic Fund-K, L.P. (collectively, the "Trian Funds"), and as such determines the investment and voting decisions of the Trian Funds with respect to the shares of the Issuer held by them. Mr. Peltz is the Co-Chief Investment Officer and a partner of Trian Management, and a limited partner or member of certain affiliates of the Trian Funds, and as such has an indirect interest in the shares of the Issuer held by the Trian Funds.

F2 · ownership.nature: (FN 1, contd.) Mr. Peltz is also a limited partner in Trian Partners GP, L.P. ("Trian GP") and a member of Trian Partners General Partner, LLC, the general partner of Trian GP, and as such has an indirect interest in the shares of the Issuer held by Trian GP. The reporting persons disclaim beneficial ownership of the shares held by Trian Management and Trian GP (collectively,"Trian Partners") except to the extent of their pecuniary interest therein and this report shall not be deemed an admission that the reporting persons are the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

Read SEC document
July 03, 2024 Filed Jul 8, 2024 21:28 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 1,613 $16.81 $27,114.53
Disclosure

SEC source: 0000950170-24-082180 · ownership.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 110,765

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a quarterly Board of Directors retainer fee and a quarterly Board committee retainer fee 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 21, 2024 Filed May 23, 2024 21:24 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 9,108 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-064053 · ownership.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,152

Read SEC document
April 03, 2024 Filed Apr 5, 2024 20:55 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 1,469 $18.46 $27,117.74
Disclosure

SEC source: 0001209191-24-005269 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,044

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a 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 04, 2024 Filed Jan 8, 2024 21:34 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 1,379 $19.67 $27,124.93
Disclosure

SEC source: 0001209191-24-001136 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,575

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a 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
November 14, 2023 Filed Nov 14, 2023 21:54 UTC Wendy's Co WEN · Entity 4659 SaleCommon Stock 1,883,593 $18.76 $35,336,204.68
Disclosure

SEC source: 0001209191-23-055188 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director · 10% owner

TRIAN FUND MANAGEMENT, L.P. · CIK 0001345471 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trian Partners

Disclosed balance after: 15,943,466

F1 · ownership.nature: Trian Fund Management, L.P. ("Trian Management") serves as the management company for Trian Partners, L.P., Trian Partners Master Fund, L.P., Trian Partners Parallel Fund I, L.P., Trian Partners Strategic Fund-G II L.P., and Trian Partners Strategic Fund-K, L.P. (collectively, the "Trian Funds"), and as such determines the investment and voting decisions of the Trian Funds with respect to the shares of the Issuer held by them. Mr. Peltz is the Co-Chief Investment Officer and a partner of Trian Management, and a limited partner or member of certain affiliates of the Trian Funds, and as such has an indirect interest in the shares of the Issuer held by the Trian Funds.

F2 · ownership.nature: (FN 1, contd.) Mr. Peltz is also a limited partner in Trian Partners GP, L.P. ("Trian GP") and a member of Trian Partners General Partner, LLC, the general partner of Trian GP, and as such has an indirect interest in the shares of the Issuer held by Trian GP. The reporting persons disclaim beneficial ownership of the shares held by Trian Management and Trian GP (collectively, "Trian Partners") except to the extent of their pecuniary interest therein and this report shall not be deemed an admission that the reporting persons are the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

Read SEC document
October 06, 2023 Filed Oct 10, 2023 20:58 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 1,340 $20.23 $27,108.20
Disclosure

SEC source: 0001209191-23-052540 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,196

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a 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
August 22, 2023 Filed Aug 23, 2023 21:40 UTC Wendy's Co WEN · Entity 4659 SaleCommon Stock 2,905,569 $20.30 $58,983,050.70
Disclosure

SEC source: 0001209191-23-047099 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director · 10% owner

TRIAN FUND MANAGEMENT, L.P. · CIK 0001345471 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trian Partners

Disclosed balance after: 17,827,059

F1 · ownership.nature: Trian Fund Management, L.P. ("Trian Management") serves as the management company for Trian Partners, L.P., Trian Partners Master Fund, L.P., Trian Partners Parallel Fund I, L.P., Trian Partners Strategic Fund-G II L.P., Trian Partners Strategic Fund-G III, L.P., and Trian Partners Strategic Fund-K, L.P. (collectively, the "Trian Funds"), and as such determines the investment and voting decisions of the Trian Funds with respect to the shares of the Issuer held by them. Mr. Peltz is the Co-Chief Investment Officer and a partner of Trian Management, and a limited partner or member of certain affiliates of the Trian Funds, and as such has an indirect interest in the shares of the Issuer held by the Trian Funds.

F2 · ownership.nature: (FN 2, contd.) Mr. Peltz is also a limited partner in Trian Partners GP, L.P. ("Trian GP") and a member of Trian Partners General Partner, LLC, the general partner of Trian GP, and as such has an indirect interest in the shares of the Issuer held by Trian GP. The reporting persons disclaim beneficial ownership of the shares held by Trian Management and Trian GP (collectively, "Trian Partners") except to the extent of their pecuniary interest therein and this report shall not be deemed an admission that the reporting persons are the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

Read SEC document
July 06, 2023 Filed Jul 10, 2023 21:35 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 1,275 $22.04 $28,101.00
Disclosure

SEC source: 0001209191-23-041954 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,856

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a 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 02, 2023 Filed Jun 2, 2023 23:42 UTC Wendy's Co WEN · Entity 4659 SaleCommon Stock 443,725 $22.76 $10,099,447.24
Disclosure

SEC source: 0001209191-23-034071 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director · 10% owner

TRIAN FUND MANAGEMENT, L.P. · CIK 0001345471 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trian Partners

Disclosed balance after: 20,732,628

F1 · price: The price shown in Column 4 is a weighted average sale price. The price range for the sales is $22.75 - $22.865. The reporting person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.

F2 · ownership.nature: Trian Fund Management, L.P. ("Trian Management") serves as the management company for Trian Partners, L.P., Trian Partners Master Fund, L.P., Trian Partners Parallel Fund I, L.P., Trian Partners Strategic Fund-G II L.P., Trian Partners Strategic Fund-G III, L.P., and Trian Partners Strategic Fund-K, L.P. (collectively, the "Trian Funds"), and as such determines the investment and voting decisions of the Trian Funds with respect to the shares of the Issuer held by them. Mr. Peltz is the Co-Chief Investment Officer and a partner of Trian Management, and a limited partner or member of certain affiliates of the Trian Funds, and as such has an indirect interest in the shares of the Issuer held by the Trian Funds.

F3 · ownership.nature: (FN 2, contd.) Mr. Peltz is also a limited partner in Trian Partners GP, L.P. ("Trian GP") and a member of Trian Partners General Partner, LLC, the general partner of Trian GP, and as such has an indirect interest in the shares of the Issuer held by Trian GP. The reporting persons disclaim beneficial ownership of the shares held by Trian Management and Trian GP (collectively, "Trian Partners") except to the extent of their pecuniary interest therein and this report shall not be deemed an admission that the reporting persons are the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

Read SEC document
May 22, 2023 Filed May 24, 2023 23:16 UTC Wendy's Co WEN · Entity 4659 SaleCommon Stock 529,417 $22.73 $12,035,501.37
Disclosure

SEC source: 0001209191-23-032012 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director · 10% owner

TRIAN FUND MANAGEMENT, L.P. · CIK 0001345471 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trian Partners

Disclosed balance after: 21,176,353

F1 · price: The price shown in Column 4 is a weighted average sale price. The price range for the sales is $22.655 - $23.125. The reporting person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.

F2 · ownership.nature: Trian Fund Management, L.P. ("Trian Management") serves as the management company for Trian Partners, L.P., Trian Partners Master Fund, L.P., Trian Partners Parallel Fund I, L.P., Trian Partners Strategic Fund-G II L.P., Trian Partners Strategic Fund-G III, L.P., and Trian Partners Strategic Fund-K, L.P. (collectively, the "Trian Funds"), and as such determines the investment and voting decisions of the Trian Funds with respect to the shares of the Issuer held by them. Mr. Peltz is a limited partner in Trian Management, a member of Trian Fund Management GP, LLC, the general partner of Trian Management, and a limited partner of certain affiliates of the Trian Funds, and as such has an indirect interest in the shares of the Issuer held by the Trian Funds.

F3 · ownership.nature: (FN 2, contd.) Mr. Peltz is also a limited partner in Trian Partners GP, L.P. ("Trian GP") and a member of Trian Partners General Partner, LLC, the general partner of Trian GP, and as such has an indirect interest in the shares of the Issuer held by Trian GP. The reporting persons disclaim beneficial ownership of the share held by Trian Management and Trian GP (collectively, "Trian Partners") except to the extent of their pecuniary interest therein and this report shall not be deemed an admission that the reporting persons are the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

Read SEC document
May 16, 2023 Filed May 18, 2023 21:16 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 6,601 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-030712 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,581

Read SEC document
April 04, 2023 Filed Apr 6, 2023 20:38 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 1,198 $21.07 $25,241.86
Disclosure

SEC source: 0001209191-23-023599 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,980

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a quarterly Board of Directors retainer fee and a quarterly Board committee retainer fee 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
March 03, 2023 Filed Mar 3, 2023 23:36 UTC Wendy's Co WEN · Entity 4659 SaleCommon Stock 3,627,569 $22.05 $79,987,896.45
Disclosure

SEC source: 0001209191-23-015969 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trian Partners

Disclosed balance after: 21,705,770

F1 · ownership.nature: Trian Fund Management, L.P. ("Trian Management") serves as the management company for Trian Partners, L.P., Trian Partners Master Fund, L.P., Trian Partners Parallel Fund I, L.P., Trian Partners Strategic Fund-G II L.P., Trian Partners Strategic Fund-G III, L.P., and Trian Partners Strategic Fund-K, L.P. (collectively, the "Trian Funds"), and as such determines the investment and voting decisions of the Trian Funds with respect to the shares of the Issuer held by them. Mr. Peltz is a limited partner in Trian Management, a member of Trian Fund Management GP, LLC, the general partner of Trian Management, and a limited partner of certain affiliates of the Trian Funds, and as such has an indirect interest in the shares of the Issuer held by the Trian Funds.

F2 · ownership.nature: (FN 2, contd.) Mr. Peltz is also a limited partner in Trian Partners GP, L.P. ("Trian GP") and a member of Trian Partners General Partner, LLC, the general partner of Trian GP, and as such has an indirect interest in the shares of the Issuer held by Trian GP. Mr. Peltz disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

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January 06, 2023 Filed Jan 10, 2023 22:05 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 1,119 $23.04 $25,781.76
Disclosure

SEC source: 0001209191-23-002822 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,782

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a quarterly Board of Directors retainer fee and a quarterly Board committee retainer fee 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.

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October 04, 2022 Filed Oct 6, 2022 21:20 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 1,164 $19.53 $22,732.92
Disclosure

SEC source: 0001209191-22-052997 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,663

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a quarterly Board of Directors retainer fee and a quarterly Board committee retainer fee 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.

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July 12, 2022 Filed Jul 14, 2022 20:34 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 1,233 $18.44 $22,736.52
Disclosure

SEC source: 0001209191-22-042140 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,499

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a quarterly Board of Directors retainer fee and a quarterly Board committee retainer fee 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.

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May 18, 2022 Filed May 20, 2022 20:49 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 8,641 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-031045 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,266

Read SEC document
April 05, 2022 Filed Apr 6, 2022 21:53 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 1,140 $21.70 $24,738.00
Disclosure

SEC source: 0001209191-22-023543 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,625

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of (i) quarterly Board of Directors and Board committee retainer fees and (ii) a Board of Directors committee meeting fee 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.

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March 28, 2022 Filed Mar 28, 2022 22:01 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 91 $21.87 $1,990.17
Disclosure

SEC source: 0001209191-22-021370 · doc4.xml · nonDerivative · entry 3

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,485

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a Board of Directors meeting fee 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 of the meeting fee would otherwise be payable.

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March 28, 2022 Filed Mar 28, 2022 22:01 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 91 $21.93 $1,995.63
Disclosure

SEC source: 0001209191-22-021370 · doc4.xml · nonDerivative · entry 2

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,394

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a Board of Directors meeting fee 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 of the meeting fee would otherwise be payable.

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March 28, 2022 Filed Mar 28, 2022 22:01 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 90 $22.22 $1,999.80
Disclosure

SEC source: 0001209191-22-021370 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,303

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a Board of Directors meeting fee 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 of the meeting fee would otherwise be payable.

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January 06, 2022 Filed Jan 7, 2022 22:29 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 1,002 $22.69 $22,735.38
Disclosure

SEC source: 0001209191-22-002479 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,213

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a quarterly Board of Directors retainer fee and a quarterly Board committee retainer fee 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 05, 2021 Filed Oct 7, 2021 20:46 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 1,017 $22.36 $22,740.12
Disclosure

SEC source: 0001209191-21-059943 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,211

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a quarterly Board of Directors retainer fee and a quarterly Board committee retainer fee 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
September 08, 2021 Filed Sep 9, 2021 20:50 UTC Wendy's Co WEN · Entity 4659 SaleCommon Stock 144,038 $22.92 $3,300,890.04
Disclosure

SEC source: 0001209191-21-055305 · doc4.xml · nonDerivative · entry 2

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trian Partners

Disclosed balance after: 25,333,339

F4 · price: The price shown in Column 4 is a weighted average sale price. The price range for the sales is $22.90 to $22.9750. The reporting person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.

F2 · ownership.nature: Trian Fund Management, L.P. ("Trian Management") serves as the management company for Trian Partners, L.P., Trian Partners Master Fund, L.P., Trian Partners Parallel Fund I, L.P., Trian Partners Strategic Fund-G II L.P., Trian Partners Strategic Fund-G III, L.P., Trian Partners Strategic Fund-K, L.P., and Trian Partners Strategic Fund-C, Ltd. (collectively, the "Trian Funds"), and as such determines the investment and voting decisions of the Trian Funds with respect to the shares of the Issuer held by them. Mr. Peltz is a limited partner in Trian Management, a member of Trian Fund Management GP, LLC, the general partner of Trian Management, and a limited partner of certain affiliates of the Trian Funds, and as such has an indirect interest in the shares of the Issuer held by the Trian Funds.

F3 · ownership.nature: (FN 2, contd.) Mr. Peltz is also a limited partner in Trian Partners GP, L.P. ("Trian GP") and a member of Trian Partners General Partner, LCC, the general partner of Trian GP, and as such has an indirect interest in the shares of the Issuer held by Trian GP. Mr. Peltz disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

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September 07, 2021 Filed Sep 9, 2021 20:50 UTC Wendy's Co WEN · Entity 4659 SaleCommon Stock 134,237 $22.86 $3,068,550.43
Disclosure

SEC source: 0001209191-21-055305 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trian Partners

Disclosed balance after: 25,477,377

F1 · price: The price shown in Column 4 is a weighted average sale price. The price range for the sales is $22.80 to $22.94. The reporting person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.

F2 · ownership.nature: Trian Fund Management, L.P. ("Trian Management") serves as the management company for Trian Partners, L.P., Trian Partners Master Fund, L.P., Trian Partners Parallel Fund I, L.P., Trian Partners Strategic Fund-G II L.P., Trian Partners Strategic Fund-G III, L.P., Trian Partners Strategic Fund-K, L.P., and Trian Partners Strategic Fund-C, Ltd. (collectively, the "Trian Funds"), and as such determines the investment and voting decisions of the Trian Funds with respect to the shares of the Issuer held by them. Mr. Peltz is a limited partner in Trian Management, a member of Trian Fund Management GP, LLC, the general partner of Trian Management, and a limited partner of certain affiliates of the Trian Funds, and as such has an indirect interest in the shares of the Issuer held by the Trian Funds.

F3 · ownership.nature: (FN 2, contd.) Mr. Peltz is also a limited partner in Trian Partners GP, L.P. ("Trian GP") and a member of Trian Partners General Partner, LCC, the general partner of Trian GP, and as such has an indirect interest in the shares of the Issuer held by Trian GP. Mr. Peltz disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

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August 27, 2021 Filed Aug 28, 2021 00:01 UTC Wendy's Co WEN · Entity 4659 SaleCommon Stock 382,403 $23.38 $8,941,767.59
Disclosure

SEC source: 0001209191-21-053757 · doc4.xml · nonDerivative · entry 3

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trian Partners

Disclosed balance after: 25,611,614

F1 · kind: The sales reported in this Form 4 were done for portfolio management purposes.

F6 · price: The price shown in Column 4 is a weighted average sale price. The price range for the sales is $23.30 to $23.455. The reporting person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: Trian Fund Management, L.P. ("Trian Management") serves as the management company for Trian Partners, L.P., Trian Partners Master Fund, L.P., Trian Partners Parallel Fund I, L.P., Trian Partners Strategic Fund-G II L.P., Trian Partners Strategic Fund-G III, L.P., Trian Partners Strategic Fund-K, L.P., and Trian Partners Strategic Fund-C, Ltd. (collectively, the "Trian Funds"), and as such determines the investment and voting decisions of the Trian Funds with respect to the shares of the Issuer held by them. Mr. Peltz is a limited partner in Trian Management, a member of Trian Fund Management GP, LLC, the general partner of Trian Management, and a limited partner of certain affiliates of the Trian Funds, and as such has an indirect interest in the shares of the Issuer held by the Trian Funds.

F4 · ownership.nature: (FN 3, contd.) Mr. Peltz is also a limited partner in Trian Partners GP, L.P. ("Trian GP") and a member of Trian Partners General Partner, LCC, the general partner of Trian GP, and as such has an indirect interest in the shares of the Issuer held by Trian GP. Mr. Peltz disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

Read SEC document
August 26, 2021 Filed Aug 28, 2021 00:01 UTC Wendy's Co WEN · Entity 4659 SaleCommon Stock 50,000 $23.33 $1,166,455.00
Disclosure

SEC source: 0001209191-21-053757 · doc4.xml · nonDerivative · entry 2

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trian Partners

Disclosed balance after: 25,994,017

F1 · kind: The sales reported in this Form 4 were done for portfolio management purposes.

F5 · price: The price shown in Column 4 is a weighted average sale price. The price range for the sales is $23.30 to $23.37. The reporting person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: Trian Fund Management, L.P. ("Trian Management") serves as the management company for Trian Partners, L.P., Trian Partners Master Fund, L.P., Trian Partners Parallel Fund I, L.P., Trian Partners Strategic Fund-G II L.P., Trian Partners Strategic Fund-G III, L.P., Trian Partners Strategic Fund-K, L.P., and Trian Partners Strategic Fund-C, Ltd. (collectively, the "Trian Funds"), and as such determines the investment and voting decisions of the Trian Funds with respect to the shares of the Issuer held by them. Mr. Peltz is a limited partner in Trian Management, a member of Trian Fund Management GP, LLC, the general partner of Trian Management, and a limited partner of certain affiliates of the Trian Funds, and as such has an indirect interest in the shares of the Issuer held by the Trian Funds.

F4 · ownership.nature: (FN 3, contd.) Mr. Peltz is also a limited partner in Trian Partners GP, L.P. ("Trian GP") and a member of Trian Partners General Partner, LCC, the general partner of Trian GP, and as such has an indirect interest in the shares of the Issuer held by Trian GP. Mr. Peltz disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

Read SEC document
August 25, 2021 Filed Aug 28, 2021 00:01 UTC Wendy's Co WEN · Entity 4659 SaleCommon Stock 161,922 $23.49 $3,803,855.43
Disclosure

SEC source: 0001209191-21-053757 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trian Partners

Disclosed balance after: 26,044,017

F1 · kind: The sales reported in this Form 4 were done for portfolio management purposes.

F2 · price: The price shown in Column 4 is a weighted average sale price. The price range for the sales is $23.40 to $23.535. The reporting person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: Trian Fund Management, L.P. ("Trian Management") serves as the management company for Trian Partners, L.P., Trian Partners Master Fund, L.P., Trian Partners Parallel Fund I, L.P., Trian Partners Strategic Fund-G II L.P., Trian Partners Strategic Fund-G III, L.P., Trian Partners Strategic Fund-K, L.P., and Trian Partners Strategic Fund-C, Ltd. (collectively, the "Trian Funds"), and as such determines the investment and voting decisions of the Trian Funds with respect to the shares of the Issuer held by them. Mr. Peltz is a limited partner in Trian Management, a member of Trian Fund Management GP, LLC, the general partner of Trian Management, and a limited partner of certain affiliates of the Trian Funds, and as such has an indirect interest in the shares of the Issuer held by the Trian Funds.

F4 · ownership.nature: (FN 3, contd.) Mr. Peltz is also a limited partner in Trian Partners GP, L.P. ("Trian GP") and a member of Trian Partners General Partner, LCC, the general partner of Trian GP, and as such has an indirect interest in the shares of the Issuer held by Trian GP. Mr. Peltz disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

Read SEC document
August 23, 2021 Filed Aug 23, 2021 22:33 UTC Wendy's Co WEN · Entity 4659 SaleCommon Stock 36,200 $23.82 $862,367.26
Disclosure

SEC source: 0001209191-21-053010 · doc4.xml · nonDerivative · entry 3

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trian Partners

Disclosed balance after: 26,205,939

F1 · kind: The sales reported in this Form 4 were done for portfolio management purposes.

F6 · price: The price shown in Column 4 is a weighted average sale price. The price range for the sales is $23.80 to $23.915. The reporting person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: Trian Fund Management, L.P. ("Trian Management") serves as the management company for Trian Partners, L.P., Trian Partners Master Fund, L.P., Trian Partners Parallel Fund I, L.P., Trian Partners Strategic Fund-G II L.P., Trian Partners Strategic Fund-G III, L.P., Trian Partners Strategic Fund-K, L.P., and Trian Partners Strategic Fund-C, Ltd. (collectively, the "Trian Funds"), and as such determines the investment and voting decisions of the Trian Funds with respect to the shares of the Issuer held by them. Mr. Peltz is a limited partner in Trian Management, a member of Trian Fund Management GP, LLC, the general partner of Trian Management, and a limited partner of certain affiliates of the Trian Funds, and as such has an indirect interest in the shares of the Issuer held by the Trian Funds.

F4 · ownership.nature: (FN 3, contd.) Mr. Peltz is also a limited partner in Trian Partners GP, L.P. ("Trian GP") and a member of Trian Partners General Partner, LCC, the general partner of Trian GP, and as such has an indirect interest in the shares of the Issuer held by Trian GP. Mr. Peltz disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

Read SEC document
August 20, 2021 Filed Aug 23, 2021 22:33 UTC Wendy's Co WEN · Entity 4659 SaleCommon Stock 81,133 $23.80 $1,931,289.93
Disclosure

SEC source: 0001209191-21-053010 · doc4.xml · nonDerivative · entry 2

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trian Partners

Disclosed balance after: 26,242,139

F1 · kind: The sales reported in this Form 4 were done for portfolio management purposes.

F5 · price: The price shown in Column 4 is a weighted average sale price. The price range for the sales is $23.80 to $23.825. The reporting person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: Trian Fund Management, L.P. ("Trian Management") serves as the management company for Trian Partners, L.P., Trian Partners Master Fund, L.P., Trian Partners Parallel Fund I, L.P., Trian Partners Strategic Fund-G II L.P., Trian Partners Strategic Fund-G III, L.P., Trian Partners Strategic Fund-K, L.P., and Trian Partners Strategic Fund-C, Ltd. (collectively, the "Trian Funds"), and as such determines the investment and voting decisions of the Trian Funds with respect to the shares of the Issuer held by them. Mr. Peltz is a limited partner in Trian Management, a member of Trian Fund Management GP, LLC, the general partner of Trian Management, and a limited partner of certain affiliates of the Trian Funds, and as such has an indirect interest in the shares of the Issuer held by the Trian Funds.

F4 · ownership.nature: (FN 3, contd.) Mr. Peltz is also a limited partner in Trian Partners GP, L.P. ("Trian GP") and a member of Trian Partners General Partner, LCC, the general partner of Trian GP, and as such has an indirect interest in the shares of the Issuer held by Trian GP. Mr. Peltz disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

Read SEC document
August 19, 2021 Filed Aug 23, 2021 22:33 UTC Wendy's Co WEN · Entity 4659 SaleCommon Stock 307,357 $23.96 $7,364,704.02
Disclosure

SEC source: 0001209191-21-053010 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trian Partners

Disclosed balance after: 26,323,272

F1 · kind: The sales reported in this Form 4 were done for portfolio management purposes.

F2 · price: The price shown in Column 4 is a weighted average sale price. The price range for the sales is $23.85 - $24.205. The reporting person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: Trian Fund Management, L.P. ("Trian Management") serves as the management company for Trian Partners, L.P., Trian Partners Master Fund, L.P., Trian Partners Parallel Fund I, L.P., Trian Partners Strategic Fund-G II L.P., Trian Partners Strategic Fund-G III, L.P., Trian Partners Strategic Fund-K, L.P., and Trian Partners Strategic Fund-C, Ltd. (collectively, the "Trian Funds"), and as such determines the investment and voting decisions of the Trian Funds with respect to the shares of the Issuer held by them. Mr. Peltz is a limited partner in Trian Management, a member of Trian Fund Management GP, LLC, the general partner of Trian Management, and a limited partner of certain affiliates of the Trian Funds, and as such has an indirect interest in the shares of the Issuer held by the Trian Funds.

F4 · ownership.nature: (FN 3, contd.) Mr. Peltz is also a limited partner in Trian Partners GP, L.P. ("Trian GP") and a member of Trian Partners General Partner, LCC, the general partner of Trian GP, and as such has an indirect interest in the shares of the Issuer held by Trian GP. Mr. Peltz disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

Read SEC document
July 08, 2021 Filed Jul 9, 2021 21:33 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 1,027 $23.82 $24,463.14
Disclosure

SEC source: 0001209191-21-046224 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,194

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a quarterly Board of Directors retainer fee and a quarterly Board committee retainer fee 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 15, 2021 Filed Jun 15, 2021 20:52 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 84 $23.76 $1,995.84
Disclosure

SEC source: 0001209191-21-040637 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,167

F1 · price: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a Board of Directors meeting fee 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 of the meeting fee would otherwise be payable.

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a Board of Directors meeting fee 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 of the meeting fee would otherwise be payable.

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May 18, 2021 Filed May 20, 2021 21:07 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 5,341 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-034483 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,083

Read SEC document
April 07, 2021 Filed Apr 8, 2021 21:09 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 947 $20.58 $19,489.26
Disclosure

SEC source: 0001209191-21-026108 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 64,742

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a quarterly Board of Directors retainer fee and a quarterly Board committee retainer fee 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
February 26, 2021 Filed Mar 1, 2021 22:00 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 96 $20.80 $1,996.80
Disclosure

SEC source: 0001209191-21-015290 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,795

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a Board of Directors meeting fee 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 of the meeting fee would otherwise be payable.

Read SEC document
January 06, 2021 Filed Jan 6, 2021 22:03 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 872 $22.34 $19,480.48
Disclosure

SEC source: 0001209191-21-002173 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,699

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a quarterly Board of Directors retainer fee and a quarterly Board committee retainer fee 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.

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November 03, 2020 Filed Nov 5, 2020 22:12 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 84 $23.69 $1,989.96
Disclosure

SEC source: 0001209191-20-057165 · doc4.xml · nonDerivative · entry 2

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,827

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a Board of Directors meeting fee 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 of the meeting fee would otherwise be payable.

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November 03, 2020 Filed Nov 5, 2020 22:12 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 90 $22.14 $1,992.60
Disclosure

SEC source: 0001209191-20-057165 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,743

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a Board of Directors meeting fee 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 of the meeting fee would otherwise be payable.

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September 30, 2020 Filed Oct 2, 2020 21:06 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 908 $21.46 $19,485.68
Disclosure

SEC source: 0001209191-20-053238 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,653

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a quarterly Board of Directors retainer fee and a quarterly Board committee retainer fee 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.

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June 30, 2020 Filed Jul 1, 2020 20:52 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 889 $21.92 $19,486.88
Disclosure

SEC source: 0001209191-20-039774 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,745

F1 · acquired: Shares were issued pursuant to the Company's 2020 Omnibus Award Plan (the "Plan") in lieu of a quarterly Board of Directors retainer fee and a quarterly Board committee retainer fee 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.

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May 27, 2020 Filed May 28, 2020 21:02 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 5,280 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-032630 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,856

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March 31, 2020 Filed Apr 1, 2020 21:57 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 1,274 $15.30 $19,492.20
Disclosure

SEC source: 0001209191-20-022229 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,576

F1 · acquired: Shares were issued pursuant to the Company's 2010 Omnibus Award Plan (the "Plan") in lieu of a Board of Directors retainer fee and a Board committee retainer fee 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 of the retainer fee would otherwise be payable.

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January 02, 2020 Filed Jan 2, 2020 23:34 UTC Wendy's Co WEN · Entity 4659 GrantCommon Stock 893 $21.83 $19,494.19
Disclosure

SEC source: 0001209191-20-000427 · doc4.xml · nonDerivative · entry 1

Peltz Matthew H. · CIK 0001661127 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,302

F1 · acquired: Shares were issued pursuant to the Company's 2010 Omnibus Award Plan (the "Plan") in lieu of a Board of Directors retainer fee and a Board committee retainer fee 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 of the retainer fee would otherwise be payable.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.