Nelson Peltz

Insider Reports History

Location: 223 Sunset Avenue, 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:

Stock	Role	Class	Num Shares	Value	Price $	Report Date	Ownership
SYSCO CORP	Director	Common Stock	17.9M	$1.3B	$73.04	Jun 8, 2021	Indirect
JANUS HENDERSON GROUP PLC	Director, 10%+ Owner	Common Stock	31.9M	$872M	$27.35	Mar 31, 2022	Indirect
PROCTER & GAMBLE Co	Director	Common Stock	5.26M	$786M	$149.40	Aug 31, 2021	Indirect
Invesco Ltd.	Director	Common Shares	45.5M	$724M	$15.92	Dec 13, 2021	Indirect
Wendy's Co	Director, 10%+ Owner	Common Stock	14.9M	$257M	$17.18	Aug 8, 2024	By Trian Partners
Wendy's Co	Director, 10%+ Owner	Common Stock	9.96M	$171M	$17.18	Aug 8, 2024	Direct
Wendy's Co	Director, 10%+ Owner	Common Stock	132K	$2.27M	$17.18	Aug 8, 2024	By Peltz 2009 Family Trust
Madison Square Garden Sports Corp.	Director	Restricted Stock Units	8.38K	$1.44M	$171.50	Feb 18, 2025	Direct
Wendy's Co	Director, 10%+ Owner	Common Stock	81.1K	$1.39M	$17.18	Aug 8, 2024	By Children
PROCTER & GAMBLE Co	Director	Common Stock	5.46K	$815K	$149.40	Aug 31, 2021	Direct
Wendy's Co	Director, 10%+ Owner	Common Stock	44.2K	$759K	$17.18	Aug 8, 2024	By Spouse
SYSCO CORP	Director	Common Stock	4.84K	$354K	$73.04	Jun 7, 2021	Direct
Wendy's Co	Director, 10%+ Owner	Common Stock	19.1K	$329K	$17.18	Aug 8, 2024	By Peltz 2023 Family Trust
Invesco Ltd.	Director	Common Shares	8.22K	$131K	$15.92	Dec 13, 2021	Direct
Madison Square Garden Sports Corp.	Director	Class A Common Stock	506	$116K	$229.11	Feb 18, 2025	Direct
Invesco Ltd.	Director	Put-Call Option (right and obligation to buy)	0			Dec 13, 2021	Indirect

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Showing 1 to 16 of 16 entries

Insider Reports Filed by Nelson Peltz

Symbol	Company	Period	Transactions	Value $	Form Type	Date Filed	Role
MSGS	Madison Square Garden Sports Corp.	Feb 18, 2025	1	$0	4	Feb 20, 2025	Director
MSGS	Madison Square Garden Sports Corp.	Dec 4, 2024	1	$0	4	Dec 6, 2024	Director
WEN	Wendy's Co	Aug 8, 2024	1	-$17.2M	4	Aug 9, 2024	Director, 10%+ Owner
WEN	Wendy's Co	Jul 3, 2024	1	$22K	4/A	Jul 8, 2024	Director, 10%+ Owner
WEN	Wendy's Co	Jul 3, 2024	1	$22K	4	Jul 8, 2024	Director, 10%+ Owner
WEN	Wendy's Co	May 21, 2024	1	$0	4	May 23, 2024	Director, 10%+ Owner
WEN	Wendy's Co	Apr 3, 2024	1	$22K	4	Apr 5, 2024	Director, 10%+ Owner
MSGS	Madison Square Garden Sports Corp.	Feb 15, 2024	1	$0	4	Feb 16, 2024	Director
WEN	Wendy's Co	Jan 4, 2024	1	$22K	4	Jan 8, 2024	Director, 10%+ Owner
MSGS	Madison Square Garden Sports Corp.	Dec 11, 2023	1	$0	4	Dec 12, 2023	Director
WEN	Wendy's Co	Nov 14, 2023	1	-$35.3M	4	Nov 14, 2023	Director, 10%+ Owner
WEN	Wendy's Co	Oct 6, 2023	1	$22K	4	Oct 10, 2023	Director, 10%+ Owner
WEN	Wendy's Co	Aug 22, 2023	1	-$59M	4	Aug 23, 2023	Director, 10%+ Owner
WEN	Wendy's Co	Jul 6, 2023	1	$23K	4	Jul 10, 2023	Director, 10%+ Owner
WEN	Wendy's Co	Jun 2, 2023	1	-$10.1M	4	Jun 2, 2023	Director, 10%+ Owner
WEN	Wendy's Co	May 22, 2023	1	-$12M	4	May 24, 2023	Director, 10%+ Owner
WEN	Wendy's Co	May 16, 2023	1	$0	4	May 18, 2023	Director, 10%+ Owner
WEN	Wendy's Co	Apr 4, 2023	1	$20.1K	4	Apr 6, 2023	Director, 10%+ Owner
WEN	Wendy's Co	Mar 3, 2023	1	-$80M	4	Mar 3, 2023	Director, 10%+ Owner
MSGS	Madison Square Garden Sports Corp.	Feb 15, 2023	1	$0	4	Feb 17, 2023	Director
WEN	Wendy's Co	Jan 6, 2023	1	$20.1K	4	Jan 10, 2023	Director, 10%+ Owner
MSGS	Madison Square Garden Sports Corp.	Dec 9, 2022	1	$0	4	Dec 13, 2022	Director
WEN	Wendy's Co	Oct 4, 2022	1	$22.6K	4	Oct 6, 2022	Director, 10%+ Owner
WEN	Wendy's Co	Jul 12, 2022	1	$22.6K	4	Jul 14, 2022	Director, 10%+ Owner
WEN	Wendy's Co	May 18, 2022	1	$0	4	May 20, 2022	Director, 10%+ Owner
WEN	Wendy's Co	Apr 5, 2022	1	$22.6K	4	Apr 6, 2022	Director, 10%+ Owner
JHG	JANUS HENDERSON GROUP PLC	Mar 29, 2022	3	$24.3M	4	Mar 31, 2022	Director, 10%+ Owner
JHG	JANUS HENDERSON GROUP PLC	Mar 11, 2022	3	$46.7M	4	Mar 15, 2022	Director, 10%+ Owner
JHG	JANUS HENDERSON GROUP PLC	Mar 7, 2022	3	$46.2M	4	Mar 9, 2022	Director, 10%+ Owner
MSGS	Madison Square Garden Sports Corp.	Feb 15, 2022	1	$0	4	Feb 17, 2022	Director
JHG	JANUS HENDERSON GROUP PLC	Feb 1, 2022	0	$0	3	Feb 9, 2022	Director
WEN	Wendy's Co	Jan 6, 2022	1	$22.6K	4	Jan 7, 2022	Director, 10%+ Owner
IVZ	Invesco Ltd.	Dec 13, 2021	8	$92.7M	4	Dec 15, 2021	Director
MSGS	Madison Square Garden Sports Corp.	Dec 8, 2021	1	$0	4	Dec 10, 2021	Director
WEN	Wendy's Co	Oct 5, 2021	1	$22.6K	4	Oct 7, 2021	Director, 10%+ Owner
WEN	Wendy's Co	Sep 7, 2021	2	-$6.37M	4	Sep 9, 2021	Director, 10%+ Owner
PG	PROCTER & GAMBLE Co	Aug 31, 2021	2	-$29.5M	4	Sep 2, 2021	Director
WEN	Wendy's Co	Aug 25, 2021	3	-$13.9M	4	Aug 27, 2021	Director, 10%+ Owner
WEN	Wendy's Co	Aug 19, 2021	3	-$10.2M	4	Aug 23, 2021	Director, 10%+ Owner
PG	PROCTER & GAMBLE Co	Aug 10, 2021	1	-$44.8M	4	Aug 12, 2021	Director
WEN	Wendy's Co	Jul 8, 2021	1	$25.7K	4	Jul 9, 2021	Director, 10%+ Owner
SYY	SYSCO CORP	Jun 7, 2021	2	-$116M	4	Jun 9, 2021	Director
SYY	SYSCO CORP	May 25, 2021	4	-$104M	4	May 27, 2021	Director
WEN	Wendy's Co	May 18, 2021	1	$0	4	May 20, 2021	Director, 10%+ Owner
IVZ	Invesco Ltd.	May 15, 2021	1	$0	4	May 18, 2021	Director