Nelson Peltz
Insider Reports History
- Location
- Palm Beach, FL
- Signature
- /s/ Daniel R. Marx, Attorney-In-Fact for Nelson Peltz
- All insider transactions
- Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date
Holdings reported by Nelson Peltz:
| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SYSCO CORP | Director | Common Stock | 17,866,044 | $1,304,935,854 | $73.04 | 08 Jun 2021 | Indirect |
| JANUS HENDERSON GROUP PLC | Director, 10%+ Owner | Common Stock | 31,867,800 | $871,584,330 | $27.35 | 31 Mar 2022 | Indirect |
| PROCTER & GAMBLE Co | Director | Common Stock | 5,264,066 | $786,451,460 | $149.40 | 31 Aug 2021 | Indirect |
| Invesco Ltd. | Director | Common Shares | 45,457,427 | $723,682,238 | $15.92 | 13 Dec 2021 | Indirect |
| Wendy's Co | Director, 10%+ Owner | Common Stock | 14,943,466 | $256,728,746 | $17.18 | 08 Aug 2024 | By Trian Partners |
| Wendy's Co | Director, 10%+ Owner | Common Stock | 9,959,519 | $171,104,536 | $17.18 | 08 Aug 2024 | Direct |
| Wendy's Co | Director, 10%+ Owner | Common Stock | 132,397 | $2,274,580 | $17.18 | 08 Aug 2024 | By Peltz 2009 Family Trust |
| Madison Square Garden Sports Corp. | Director | Restricted Stock Units | 9,374 | $1,437,513 | $171.50 | 17 Feb 2026 | Direct |
| Wendy's Co | Director, 10%+ Owner | Common Stock | 81,104 | $1,393,367 | $17.18 | 08 Aug 2024 | By Children |
| PROCTER & GAMBLE Co | Director | Common Stock | 5,457 | $815,276 | $149.40 | 31 Aug 2021 | Direct |
| Wendy's Co | Director, 10%+ Owner | Common Stock | 44,169 | $758,823 | $17.18 | 08 Aug 2024 | By Spouse |
| SYSCO CORP | Director | Common Stock | 4,840 | $353,514 | $73.04 | 07 Jun 2021 | Direct |
| Wendy's Co | Director, 10%+ Owner | Common Stock | 19,140 | $328,825 | $17.18 | 08 Aug 2024 | By Peltz 2023 Family Trust |
| Madison Square Garden Sports Corp. | Director | Class A Common Stock | 506 | $144,533 | $285.64 | 17 Feb 2026 | Direct |
| Invesco Ltd. | Director | Common Shares | 8,216 | $130,799 | $15.92 | 13 Dec 2021 | Direct |
| Invesco Ltd. | Director | Put-Call Option (right and obligation to buy) | 0 | 13 Dec 2021 | Indirect |
Insider Reports Filed by Nelson Peltz
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| MSGS | Madison Square Garden Sports Corp. | 17 Feb 2026 | 1 | $0 | 4 | Director | 19 Feb 2026, 16:23 |
| MSGS | Madison Square Garden Sports Corp. | 08 Dec 2025 | 1 | $0 | 4 | Director | 10 Dec 2025, 16:36 |
| MSGS | Madison Square Garden Sports Corp. | 18 Feb 2025 | 1 | $0 | 4 | Director | 20 Feb 2025, 16:16 |
| MSGS | Madison Square Garden Sports Corp. | 04 Dec 2024 | 1 | $0 | 4 | Director | 06 Dec 2024, 16:48 |
| WEN | Wendy's Co | 08 Aug 2024 | 1 | -$17,180,000 | 4 | Director, 10%+ Owner | 09 Aug 2024, 20:47 |
| WEN | Wendy's Co | 03 Jul 2024 | 1 | +$21,987 | 4/A | Director, 10%+ Owner | 08 Jul 2024, 20:32 |
| WEN | Wendy's Co | 03 Jul 2024 | 1 | +$21,987 | 4 | Director, 10%+ Owner | 08 Jul 2024, 17:25 |
| WEN | Wendy's Co | 21 May 2024 | 1 | $0 | 4 | Director, 10%+ Owner | 23 May 2024, 17:30 |
| WEN | Wendy's Co | 03 Apr 2024 | 1 | +$21,986 | 4 | Director, 10%+ Owner | 05 Apr 2024, 16:47 |
| MSGS | Madison Square Garden Sports Corp. | 15 Feb 2024 | 1 | $0 | 4 | Director | 16 Feb 2024, 16:18 |
| WEN | Wendy's Co | 04 Jan 2024 | 1 | +$21,991 | 4 | Director, 10%+ Owner | 08 Jan 2024, 16:33 |
| MSGS | Madison Square Garden Sports Corp. | 11 Dec 2023 | 1 | $0 | 4 | Director | 12 Dec 2023, 16:14 |
| WEN | Wendy's Co | 14 Nov 2023 | 1 | -$35,336,205 | 4 | Director, 10%+ Owner | 14 Nov 2023, 16:48 |
| WEN | Wendy's Co | 06 Oct 2023 | 1 | +$21,990 | 4 | Director, 10%+ Owner | 10 Oct 2023, 16:55 |
| WEN | Wendy's Co | 22 Aug 2023 | 1 | -$58,983,051 | 4 | Director, 10%+ Owner | 23 Aug 2023, 17:39 |
| WEN | Wendy's Co | 06 Jul 2023 | 1 | +$22,988 | 4 | Director, 10%+ Owner | 10 Jul 2023, 17:34 |
| WEN | Wendy's Co | 02 Jun 2023 | 1 | -$10,099,447 | 4 | Director, 10%+ Owner | 02 Jun 2023, 19:40 |
| WEN | Wendy's Co | 22 May 2023 | 1 | -$12,035,501 | 4 | Director, 10%+ Owner | 24 May 2023, 19:17 |
| WEN | Wendy's Co | 16 May 2023 | 1 | $0 | 4 | Director, 10%+ Owner | 18 May 2023, 17:18 |
| WEN | Wendy's Co | 04 Apr 2023 | 1 | +$20,122 | 4 | Director, 10%+ Owner | 06 Apr 2023, 16:35 |
| WEN | Wendy's Co | 03 Mar 2023 | 1 | -$79,987,896 | 4 | Director, 10%+ Owner | 03 Mar 2023, 17:34 |
| MSGS | Madison Square Garden Sports Corp. | 15 Feb 2023 | 1 | $0 | 4 | Director | 17 Feb 2023, 15:44 |
| WEN | Wendy's Co | 06 Jan 2023 | 1 | +$20,114 | 4 | Director, 10%+ Owner | 10 Jan 2023, 16:01 |
| MSGS | Madison Square Garden Sports Corp. | 09 Dec 2022 | 1 | $0 | 4 | Director | 13 Dec 2022, 15:19 |
| WEN | Wendy's Co | 04 Oct 2022 | 1 | +$22,616 | 4 | Director, 10%+ Owner | 06 Oct 2022, 17:18 |
| WEN | Wendy's Co | 12 Jul 2022 | 1 | +$22,607 | 4 | Director, 10%+ Owner | 14 Jul 2022, 16:32 |
| WEN | Wendy's Co | 18 May 2022 | 1 | $0 | 4 | Director, 10%+ Owner | 20 May 2022, 16:47 |
| WEN | Wendy's Co | 05 Apr 2022 | 1 | +$22,611 | 4 | Director, 10%+ Owner | 06 Apr 2022, 17:52 |
| JHG | JANUS HENDERSON GROUP PLC | 29 Mar 2022 | 3 | +$24,321,061 | 4 | Director, 10%+ Owner | 31 Mar 2022, 17:12 |
| JHG | JANUS HENDERSON GROUP PLC | 11 Mar 2022 | 3 | +$46,685,835 | 4 | Director, 10%+ Owner | 15 Mar 2022, 19:19 |
| JHG | JANUS HENDERSON GROUP PLC | 07 Mar 2022 | 3 | +$46,169,193 | 4 | Director, 10%+ Owner | 09 Mar 2022, 16:10 |
| MSGS | Madison Square Garden Sports Corp. | 15 Feb 2022 | 1 | $0 | 4 | Director | 17 Feb 2022, 15:38 |
| JHG | JANUS HENDERSON GROUP PLC | 01 Feb 2022 | 0 | $0 | 3 | Director | 09 Feb 2022, 17:43 |
| WEN | Wendy's Co | 06 Jan 2022 | 1 | +$22,622 | 4 | Director, 10%+ Owner | 07 Jan 2022, 16:29 |
| IVZ | Invesco Ltd. | 13 Dec 2021 | 8 | +$92,665,333 | 4 | Director | 15 Dec 2021, 08:11 |
| MSGS | Madison Square Garden Sports Corp. | 08 Dec 2021 | 1 | $0 | 4 | Director | 10 Dec 2021, 15:38 |
| WEN | Wendy's Co | 05 Oct 2021 | 1 | +$22,606 | 4 | Director, 10%+ Owner | 07 Oct 2021, 16:45 |
| WEN | Wendy's Co | 07 Sep 2021 | 2 | -$6,369,440 | 4 | Director, 10%+ Owner | 09 Sep 2021, 16:52 |
| PG | PROCTER & GAMBLE Co | 31 Aug 2021 | 2 | -$29,482,186 | 4 | Director | 02 Sep 2021, 17:50 |
| WEN | Wendy's Co | 25 Aug 2021 | 3 | -$13,912,078 | 4 | Director, 10%+ Owner | 27 Aug 2021, 19:59 |
| WEN | Wendy's Co | 19 Aug 2021 | 3 | -$10,158,361 | 4 | Director, 10%+ Owner | 23 Aug 2021, 18:29 |
| PG | PROCTER & GAMBLE Co | 10 Aug 2021 | 1 | -$44,819,783 | 4 | Director | 12 Aug 2021, 17:18 |
| WEN | Wendy's Co | 08 Jul 2021 | 1 | +$25,654 | 4 | Director, 10%+ Owner | 09 Jul 2021, 17:31 |
| SYY | SYSCO CORP | 07 Jun 2021 | 2 | -$115,844,965 | 4 | Director | 09 Jun 2021, 16:57 |
| SYY | SYSCO CORP | 25 May 2021 | 4 | -$103,861,968 | 4 | Director | 27 May 2021, 20:15 |
| WEN | Wendy's Co | 18 May 2021 | 1 | $0 | 4 | Director, 10%+ Owner | 20 May 2021, 17:04 |
| IVZ | Invesco Ltd. | 15 May 2021 | 1 | $0 | 4 | Director | 18 May 2021, 17:53 |