Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Wendy's CoWEN · Entity 4659 | Chief Financial Officer | September 17, 2024 | September 19, 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.
Wendy's Co
Report date September 17, 2024 · Filed September 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 26,257 |
Reported balance
After 2024-09-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-09-17 · Grant · Acquired 128 · Balance 26,257 F1: With tandem dividend equivalent rights and tax withholding rights. F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3: Represents dividend equivalent units issued on September 17, 2024. F4: The restricted stock units will vest in two remaining equal installments on August 11, 2025 and 2026, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 26,497 |
Reported balance
After 2024-09-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-09-17 · Grant · Acquired 240 · Balance 26,497 F1: With tandem dividend equivalent rights and tax withholding rights. F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3: Represents dividend equivalent units issued on September 17, 2024. F5: The restricted stock units will vest in full in three equal installments on August 5, 2025, 2026 and 2027 subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: With tandem dividend equivalent rights and tax withholding rights.
F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock.
F3: Represents dividend equivalent units issued on September 17, 2024.
F4: The restricted stock units will vest in two remaining equal installments on August 11, 2025 and 2026, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date.
F5: The restricted stock units will vest in full in three equal installments on August 5, 2025, 2026 and 2027 subject to Mr. Plosch's continued employment with the Company on the applicable vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 17, 2024 Filed Sep 19, 2024 20:59 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-024255 · form4.xml · derivative · entry 2 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,497 Underlying: Common Stock · 240 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 17, 2024. F5 · derivative.exercise_date: The restricted stock units will vest in full in three equal installments on August 5, 2025, 2026 and 2027 subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in full in three equal installments on August 5, 2025, 2026 and 2027 subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 20:59 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 128 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-024255 · form4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,257 Underlying: Common Stock · 128 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 17, 2024. F4 · derivative.exercise_date: The restricted stock units will vest in two remaining equal installments on August 11, 2025 and 2026, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in two remaining equal installments on August 11, 2025 and 2026, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. Read SEC document |
| August 11, 2024 Filed Aug 13, 2024 21:35 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionRestricted Stock Units · Derivative | 4,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-022103 · form4.xml · derivative · entry 3 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,129 Underlying: Common Stock · 4,529 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 233 dividend equivalent units that had accrued on the restricted stock units. F4 · derivative.exercise_date: The restricted stock units were granted on August 11, 2023 and vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units were granted on August 11, 2023 and vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. Read SEC document |
| August 11, 2024 Filed Aug 13, 2024 21:35 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 1,952 | $17.12 | $33,418.24 |
DisclosureSEC source: 0001127602-24-022103 · form4.xml · nonDerivative · entry 2 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,062 Read SEC document |
| August 11, 2024 Filed Aug 13, 2024 21:35 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 4,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-022103 · form4.xml · nonDerivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,014 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| August 05, 2024 Filed Aug 7, 2024 21:29 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 17,065 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-021822 · form4.xml · derivative · entry 2 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,658 Underlying: Common Stock · 17,065 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 5, 2025, 2026 and 2027, subject to Mr. Plosch'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 5, 2025, 2026 and 2027, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. Read SEC document |
| August 05, 2024 Filed Aug 7, 2024 21:29 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (Right to Buy) · Derivative | 138,731 | $0.00 Strike: $16.70 | $0.00 |
DisclosureSEC source: 0001127602-24-021822 · form4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,731 Underlying: Common Stock · 138,731 shares Expires 2034-08-05 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 5, 2025, 2026 and 2027, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. Read SEC document |
| June 17, 2024 Filed Jun 20, 2024 21:17 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 201 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019026 · form4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,593 Underlying: Common Stock · 201 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 17, 2024. F4 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:13 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 181 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010651 · form4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,392 Underlying: Common Stock · 181 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 three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:35 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 9,246 | $18.20 | $168,277.20 |
DisclosureSEC source: 0001127602-24-007435 · form4.xml · nonDerivative · entry 2 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,485 Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:35 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 30,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-007435 · form4.xml · nonDerivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,731 F1 · shares: Reflects settlement of performance units granted to Mr. Plosch in February 2021 as part of the Company's long-term incentive plan. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 21:59 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-030067 · form4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,211 Underlying: Common Stock · 163 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 three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 21:24 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 160 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024455 · form4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,048 Underlying: Common Stock · 160 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 three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. Read SEC document |
| August 11, 2023 Filed Aug 16, 2023 01:06 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 12,888 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022615 · form4.xml · derivative · entry 2 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,888 Underlying: Common Stock · 12,888 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. Plosch'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. Plosch's continued employment with the Company on the applicable vesting date. Read SEC document |
| August 11, 2023 Filed Aug 16, 2023 01:06 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (Right to Buy) · Derivative | 86,374 | $0.00 Strike: $21.53 | $0.00 |
DisclosureSEC source: 0001127602-23-022615 · form4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,374 Underlying: Common Stock · 86,374 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. Plosch's continued employment with the Company on the applicable vesting date. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 23:28 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 5,533 | $21.97 | $121,532.35 |
DisclosureSEC source: 0001127602-23-008481 · form4.xml · nonDerivative · entry 2 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,224 Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 23:28 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 18,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008481 · form4.xml · nonDerivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,757 F1 · shares: Reflects settlement of performance units granted to Mr. Plosch in February 2020 as part of the Company's long-term incentive plan. Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 21:54 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (Right to Buy) · Derivative | 113,771 | $0.00 Strike: $21.40 | $0.00 |
DisclosureSEC source: 0001127602-22-021133 · form4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,771 Underlying: Common Stock · 113,771 shares Expires 2032-08-12 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 12, 2023, 2024 and 2025, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:17 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 6,028 | $22.83 | $137,604.17 |
DisclosureSEC source: 0001127602-22-008262 · form4.xml · nonDerivative · entry 2 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,224 Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:17 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 19,971 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008262 · form4.xml · nonDerivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,252 F1 · shares: Reflects settlement of performance units granted to Mr. Plosch in February 2019 as part of the Company's long-term incentive plan. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 21:56 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (Right to Buy) · Derivative | 97,919 | $0.00 Strike: $23.70 | $0.00 |
DisclosureSEC source: 0001127602-21-023924 · form4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,919 Underlying: Common Stock · 97,919 shares Expires 2031-08-13 F1 · derivative.exercise_date: The option vests in three equal installments on August 13, 2022, 2023 and 2024, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 21:06 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 124,023 | $0.00 Strike: $15.36 | $0.00 |
DisclosureSEC source: 0001127602-21-019645 · form4.xml · derivative · entry 4 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 124,023 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. F2 · 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 124,023 shares. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 21:06 UTC | Wendy's Co WEN · Entity 4659 | SaleCommon Stock | 124,023 | $27.29 | $3,384,587.67 |
DisclosureSEC source: 0001127602-21-019645 · form4.xml · nonDerivative · entry 3 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,281 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 9, 2021. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 21:06 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 124,023 | $15.36 | $1,904,373.17 |
DisclosureSEC source: 0001127602-21-019645 · form4.xml · nonDerivative · entry 2 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,304 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 |
| June 08, 2021 Filed Jun 10, 2021 21:06 UTC | Wendy's Co WEN · Entity 4659 | SaleCommon Stock | 18,016 | $27.29 | $491,656.64 |
DisclosureSEC source: 0001127602-21-019645 · form4.xml · nonDerivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,281 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 9, 2021. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 23:48 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 9,670 | $20.34 | $196,687.80 |
DisclosureSEC source: 0001127602-21-009585 · form4.xml · nonDerivative · entry 2 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,297 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 23:48 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 27,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-009585 · form4.xml · nonDerivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,967 F1 · shares: Reflects settlement of performance units granted to Mr. Plosch in February 2018 as part of the Company's long-term incentive plan. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 21:22 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (right to buy) · Derivative | 108,628 | $0.00 Strike: $22.34 | $0.00 |
DisclosureSEC source: 0001225208-20-010492 · doc4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,628 Underlying: Common Stock · 108,628 shares Expires 2030-08-07 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 7, 2021, 2022 and 2023, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. Read SEC document |
| May 12, 2020 Filed May 14, 2020 21:05 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 177,170 | $0.00 Strike: $10.09 | $0.00 |
DisclosureSEC source: 0001225208-20-007670 · doc4.xml · derivative · entry 3 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 177,170 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. F2 · security: With tandem net exercise and tax withholding rights. F3 · derivative.exercise_date: The option vested in three equal installments on August 12, 2017, 2018 and 2019, and is currently exercisable as to all 177,170 shares. Read SEC document |
| May 12, 2020 Filed May 14, 2020 21:05 UTC | Wendy's Co WEN · Entity 4659 | SaleCommon Stock | 167,170 | $21.40 | $3,576,903.06 |
DisclosureSEC source: 0001225208-20-007670 · doc4.xml · nonDerivative · entry 2 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,281 F1 · price: The price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.28 to $21.545 per share, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 12, 2020 Filed May 14, 2020 21:05 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 177,170 | $10.09 | $1,787,202.38 |
DisclosureSEC source: 0001225208-20-007670 · doc4.xml · nonDerivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,451 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 |
| February 19, 2020 Filed Feb 21, 2020 23:52 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 10,141 | $23.37 | $236,944.47 |
DisclosureSEC source: 0001225208-20-003180 · doc4.xml · nonDerivative · entry 2 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,281 Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 23:52 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 33,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003180 · doc4.xml · nonDerivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,422 F1 · shares: Reflects settlement of performance units granted to Mr. Plosch in February 2017 as part of the Company's long-term incentive plan. Read SEC document |
| August 09, 2019 Filed Aug 13, 2019 21:12 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (right to buy) · Derivative | 161,588 | $0.00 Strike: $19.71 | $0.00 |
DisclosureSEC source: 0001225208-19-011292 · doc4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,588 Underlying: Common Stock · 161,588 shares Expires 2029-08-09 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 9, 2020, 2021 and 2022, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. Read SEC document |
| May 02, 2019 Filed May 6, 2019 22:36 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionRestricted Stock Units · Derivative | 87,719 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-012282 · doc4.xml · derivative · entry 6 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 87,719 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. F4 · derivative.exercise_date: The restricted stock units were granted on May 2, 2016 and fully vested on May 2, 2019. F4 · derivative.expiration_date: The restricted stock units were granted on May 2, 2016 and fully vested on May 2, 2019. Read SEC document |
| May 02, 2019 Filed May 6, 2019 22:36 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionRestricted Stock Units · Derivative | 5,505 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-012282 · doc4.xml · derivative · entry 5 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,719 Underlying: Common Stock · 5,505 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 · derivative.exercise_date: Represents the dividend equivalent units that had accrued on the restricted stock units that vested in full on May 2, 2019; accordingly, the dividend equivalent units vested in full immediately upon being issued on May 2, 2019. F3 · derivative.expiration_date: Represents the dividend equivalent units that had accrued on the restricted stock units that vested in full on May 2, 2019; accordingly, the dividend equivalent units vested in full immediately upon being issued on May 2, 2019. Read SEC document |
| May 02, 2019 Filed May 6, 2019 22:36 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 34,900 | $18.49 | $645,301.00 |
DisclosureSEC source: 0000899243-19-012282 · doc4.xml · nonDerivative · entry 4 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,680 Read SEC document |
| May 02, 2019 Filed May 6, 2019 22:36 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 1,644 | $18.49 | $30,397.56 |
DisclosureSEC source: 0000899243-19-012282 · doc4.xml · nonDerivative · entry 3 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,580 Read SEC document |
| May 02, 2019 Filed May 6, 2019 22:36 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 5,505 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-012282 · doc4.xml · nonDerivative · entry 2 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,224 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 |
| May 02, 2019 Filed May 6, 2019 22:36 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 87,719 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-012282 · doc4.xml · nonDerivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,719 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 |
| March 15, 2019 Filed Mar 19, 2019 21:24 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 553 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-005541 · doc4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,224 Underlying: Common Stock · 553 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, 2019. F4 · derivative.exercise_date: The restricted stock units will vest in full on May 2, 2019, subject to Mr. Plosch's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on May 2, 2019, subject to Mr. Plosch's continued employment with the Company on the vesting date. Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 23:06 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 474 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-016922 · doc4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,671 Underlying: Common Stock · 474 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 17, 2018. F4 · derivative.exercise_date: The restricted stock units will vest in full on May 2, 2019, subject to Mr. Plosch's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on May 2, 2019, subject to Mr. Plosch's continued employment with the Company on the vesting date. Read SEC document |
| September 18, 2018 Filed Sep 20, 2018 21:26 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013630 · doc4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,197 Underlying: Common Stock · 444 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 18, 2018. F4 · derivative.exercise_date: The restricted stock units will vest in full on May 2, 2019, subject to Mr. Plosch's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on May 2, 2019, subject to Mr. Plosch's continued employment with the Company on the vesting date. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 21:16 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (right to buy) · Derivative | 133,346 | $0.00 Strike: $18.52 | $0.00 |
DisclosureSEC source: 0001225208-18-012860 · doc4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,346 Underlying: Common Stock · 133,346 shares Expires 2028-08-20 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 20, 2019, 2020 and 2021, subject to Mr. Plosch's continued employment with the Company on the applicable vesting date. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 21:04 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-010789 · doc4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,753 Underlying: Common Stock · 440 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, 2018. F4 · derivative.exercise_date: The restricted stock units will vest in full on May 2, 2019, subject to Mr. Plosch's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on May 2, 2019, subject to Mr. Plosch's continued employment with the Company on the vesting date. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 21:40 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 455 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-006433 · doc4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,313 Underlying: Common Stock · 455 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, 2018. F4 · derivative.exercise_date: The restricted stock units will vest in full on May 2, 2019, subject to Mr. Plosch's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on May 2, 2019, subject to Mr. Plosch's continued employment with the Company on the vesting date. Read SEC document |
| March 07, 2018 Filed Mar 8, 2018 22:38 UTC | Wendy's Co WEN · Entity 4659 | PurchaseCommon Stock | 5,000 | $16.62 | $83,108.50 |
DisclosureSEC source: 0001225208-18-005783 · doc4.xml · nonDerivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 F1 · price: The price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $16.45 to $16.80 per share, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 23:21 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018933 · doc4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,858 Underlying: Common Stock · 407 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, 2017. F4 · derivative.exercise_date: The restricted stock units will vest in full on May 2, 2019, subject to Mr. Plosch's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on May 2, 2019, subject to Mr. Plosch's continued employment with the Company on the vesting date. Read SEC document |
| September 15, 2017 Filed Sep 19, 2017 20:49 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015129 · doc4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,451 Underlying: Common Stock · 400 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, 2017. F4 · derivative.exercise_date: The restricted stock units will vest in full on May 2, 2019, subject to Mr. Plosch's continued employment with the Company on the vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in full on May 2, 2019, subject to Mr. Plosch's continued employment with the Company on the vesting date. Read SEC document |
| August 11, 2017 Filed Aug 15, 2017 21:26 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (right to buy) · Derivative | 124,023 | $0.00 Strike: $15.36 | $0.00 |
DisclosureSEC source: 0001225208-17-014036 · doc4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,023 Underlying: Common Stock · 124,023 shares Expires 2027-08-11 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 11, 2018, 2019 and 2020 subject to continued employment on the applicable vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.