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 |
|---|---|---|---|---|---|---|
| June 15, 2017 Filed Jun 19, 2017 21:36 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 413 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011481 · doc4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,051 Underlying: Common Stock · 413 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, 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 |
| March 15, 2017 Filed Mar 17, 2017 21:26 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 466 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006561 · doc4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,638 Underlying: Common Stock · 466 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, 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 |
| December 15, 2016 Filed Dec 19, 2016 22:06 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 418 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043552 · doc4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,172 Underlying: Common Stock · 418 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, 2016. 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, 2016 Filed Sep 19, 2016 21:52 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039512 · doc4.xml · derivative · entry 1 Plosch Gunther · CIK 0001673498 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,754 Underlying: Common Stock · 499 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, 2016. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.