Nelson Peltz

Insider Reports History

Identity Names, identifiers, and filing context for this profile. 1 identity field
Reporting-owner location
Palm Beach, FL
SEC source record Original filing metadata and source links for verification. 1 source field
Latest reporting-owner signature
/s/ Daniel R. Marx, Attorney-In-Fact for Nelson Peltz
Source evidence Original filing metadata and source links for verification. 1 source field
Transaction source note
Rows are grouped by transaction date from the original SEC filing. Open the aggregated insider activity page to review issuer-level activity across dates.

Reported holdings for Nelson Peltz

Form 4 holding Director

SYSCO CORP

Security class
Common Stock
Shares / value
17,866,044
Estimated value
$1,304,935,854
Report date
08 Jun 2021
Price
$73.04
Ownership
Indirect
Form 4 holding Director, 10%+ Owner

JANUS HENDERSON GROUP PLC

Security class
Common Stock
Shares / value
31,867,800
Estimated value
$871,584,330
Report date
31 Mar 2022
Price
$27.35
Ownership
Indirect
Form 4 holding Director

PROCTER & GAMBLE Co

Security class
Common Stock
Shares / value
5,264,066
Estimated value
$786,451,460
Report date
31 Aug 2021
Price
$149.40
Ownership
Indirect
Form 4 holding Director

Invesco Ltd.

Security class
Common Shares
Shares / value
45,457,427
Estimated value
$723,682,238
Report date
13 Dec 2021
Price
$15.92
Ownership
Indirect
Form 4 holding Director, 10%+ Owner

Wendy's Co

Security class
Common Stock
Shares / value
14,943,466
Estimated value
$256,728,746
Report date
08 Aug 2024
Price
$17.18
Ownership
By Trian Partners
Form 4 holding Director, 10%+ Owner

Wendy's Co

Security class
Common Stock
Shares / value
9,959,519
Estimated value
$171,104,536
Report date
08 Aug 2024
Price
$17.18
Ownership
Direct
Form 4 holding Director, 10%+ Owner

Wendy's Co

Security class
Common Stock
Shares / value
132,397
Estimated value
$2,274,580
Report date
08 Aug 2024
Price
$17.18
Ownership
By Peltz 2009 Family Trust
Form 4 holding Director, 10%+ Owner

Wendy's Co

Security class
Common Stock
Shares / value
81,104
Estimated value
$1,393,367
Report date
08 Aug 2024
Price
$17.18
Ownership
By Children
Form 4 holding Director

PROCTER & GAMBLE Co

Security class
Common Stock
Shares / value
5,457
Estimated value
$815,276
Report date
31 Aug 2021
Price
$149.40
Ownership
Direct
Form 4 holding Director, 10%+ Owner

Wendy's Co

Security class
Common Stock
Shares / value
44,169
Estimated value
$758,823
Report date
08 Aug 2024
Price
$17.18
Ownership
By Spouse
Form 4 holding Director

SYSCO CORP

Security class
Common Stock
Shares / value
4,840
Estimated value
$353,514
Report date
07 Jun 2021
Price
$73.04
Ownership
Direct
Form 4 holding Director, 10%+ Owner

Wendy's Co

Security class
Common Stock
Shares / value
19,140
Estimated value
$328,825
Report date
08 Aug 2024
Price
$17.18
Ownership
By Peltz 2023 Family Trust
Form 4 holding Director

Invesco Ltd.

Security class
Common Shares
Shares / value
8,216
Estimated value
$130,799
Report date
13 Dec 2021
Price
$15.92
Ownership
Direct
Form 4 holding Director

Invesco Ltd.

Security class
Put-Call Option (right and obligation to buy)
Shares / value
0
Estimated value
Report date
13 Dec 2021
Price
Ownership
Indirect
Underlying class
Common Shares
Underlying amount

Insider Reports Filed by Nelson Peltz

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