Comparable stake leader
TRIAN FUND MANAGEMENT, L.P.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000030697.
Comparable stake leader
TRIAN FUND MANAGEMENT, L.P.
Disclosed value leader
TRIAN FUND MANAGEMENT, L.P.
Comparable rows
50/50
Latest evidence
30 Jun 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. |
3/4/5
13D/G
13F
10%+ Owner · Nelson Peltz · Company
|
16%
from 13D/G
|
$426,952,496
21,705,770 shares
|
— | 03 Mar 2023 |
| BlackRock, Inc. |
13D/G
13F
Company
|
13%
|
$202,439,810
24,419,760 shares
|
+$38,680,891 | 30 Jun 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
5.5%
|
$78,381,742
10,450,899 shares
|
$0 | 30 Jun 2026 |
| HARRIS ASSOCIATES L P |
13F
13D/G
Company
|
3.1%
from 13D/G
|
$41,212,117
5,929,801 shares
|
— | 31 Mar 2026 |
| AQR CAPITAL MANAGEMENT LLC |
13F
13D/G
Company
|
1.6%
from 13D/G
|
$21,402,564
3,113,100 shares
|
— | 31 Mar 2026 |
| Peter W. May |
3/4/5
Director, 10%+ Owner
|
11%
|
$142,549,656
20,510,742 shares
|
— | 29 Jun 2026 |
| Matthew H. Peltz |
3/4/5
Director, 10%+ Owner
|
8%
|
$173,852,486
15,207,995 shares
|
— | 01 Jul 2025 |
| Peter Rothschild |
3/4/5
Director
|
0.1%
|
$1,383,890
199,121 shares
|
— | 20 May 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to buying over the last 12 months. Net value: +$17,846.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 2,200 | 0 | $17,846 | $0 | +$17,846 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Showing 1-20 of 37 reporting-owner rows connected to Wendy's Co. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Nelson Peltz | Director, 10%+ Owner | $432,588,877 | Mixed | 08 Aug 2024 | ||
| Edward P. Garden | 10%+ Owner | $431,680,476 | Mixed | 03 Mar 2023 | ||
| TRIAN FUND MANAGEMENT, L.P. | 10%+ Owner | $426,952,496 | Mixed | 03 Mar 2023 | ||
| Matthew H. Peltz | Director, 10%+ Owner | $173,852,486 | Mixed | 01 Jul 2025 | ||
| Peter W. May | Director, 10%+ Owner | $142,549,656 | Mixed | 29 Jun 2026 | ||
| Kirk Tanner | President & CEO, Director | $5,594,467 | Mixed | 16 Jun 2025 | ||
| Joseph A. Levato | Director | $3,553,067 | Mixed | 15 Mar 2024 | ||
| Gunther Plosch | Chief Financial Officer | $3,295,815 | Mixed | 17 Sep 2024 | ||
| Abigail E. Pringle | President, U.S. | $2,800,267 | Mixed | 16 Jun 2025 | ||
| Leigh A. Burnside | Svp, Cao & Cfo Us | $1,535,853 | Mixed | 17 Jan 2023 | ||
| Peter Rothschild | Director | $1,383,890 | Mixed | 20 May 2026 | ||
| Bradley G. Peltz | Director | $1,260,389 | Mixed | 29 Jun 2026 | ||
| Matthew Coley O'Brien | Chief People Officer | $1,250,513 | Mixed | 16 Mar 2026 | ||
| Lindsay J. Radkoski | Cmo, U.S. | $1,153,158 | Mixed | 05 Aug 2026 | ||
| Dennis M. Kass | Director | $1,105,434 | Mixed | 18 May 2021 | ||
| John Kevin Vasconi | Chief Information Officer | $994,167 | Mixed | 15 Dec 2023 | ||
| E.j. Wunsch | President, International | $977,920 | Mixed | 15 Jun 2026 | ||
| Liliana Esposito | Chf Corp Affrs & Sustnblty Ofc | $931,200 | Mixed | 05 Aug 2026 | ||
| Arthur B. Winkleblack | Director | $825,792 | Mixed | 20 May 2026 | ||
| Todd Allan Penegor | President & CEO, Director | $787,699 | Mixed | 15 Dec 2023 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Liliana Esposito | WEN | Common Stock | Tax liability | -0.69% | -654 | 94,689 | 05 Aug 2026 | Direct | ||
| Liliana Esposito | WEN | Common Stock | Options Exercise | 2.47% | 2,294 | 95,343 | 05 Aug 2026 | Direct | ||
| Liliana Esposito | WEN | Restricted Stock Units | Options Exercise | -2.77% | -2,294 | 80,519 | 05 Aug 2026 | Direct | ||
| Aaron M. Kale | WEN | Common Stock | Tax liability | -3.37% | -404 | 11,579 | 05 Aug 2026 | Direct | ||
| Aaron M. Kale | WEN | Common Stock | Options Exercise | 13.4% | 1,415 | 11,983 | 05 Aug 2026 | Direct | ||
| Aaron M. Kale | WEN | Restricted Stock Units | Options Exercise | -12.6% | -1,415 | 9,809 | 05 Aug 2026 | Direct | ||
| Lindsay J. Radkoski | WEN | Common Stock | Tax liability | -0.85% | -322 | 37,730 | 05 Aug 2026 | Direct | ||
| Lindsay J. Radkoski | WEN | Common Stock | Options Exercise | 2.99% | 1,104 | 38,052 | 05 Aug 2026 | Direct | ||
| Lindsay J. Radkoski | WEN | Restricted Stock Units | Options Exercise | -0.94% | -1,104 | 116,432 | 05 Aug 2026 | Direct | ||
| Matthew P. Spessard | WEN | Common Stock | Tax liability | -2.66% | -344 | 12,595 | 05 Aug 2026 | Direct | ||
| Matthew P. Spessard | WEN | Common Stock | Options Exercise | 10.1% | 1,191 | 12,939 | 05 Aug 2026 | Direct | ||
| Matthew P. Spessard | WEN | Restricted Stock Units | Options Exercise | -1.83% | -1,191 | 64,040 | 05 Aug 2026 | Direct | ||
| E.j. Wunsch | WEN | Common Stock | Tax liability | -1.93% | -1,568 | 79,788 | 05 Aug 2026 | Direct | ||
| E.j. Wunsch | WEN | Common Stock | Options Exercise | 7.29% | 5,529 | 81,356 | 05 Aug 2026 | Direct | ||
| E.j. Wunsch | WEN | Restricted Stock Units | Options Exercise | -3.47% | -5,529 | 153,895 | 05 Aug 2026 | Direct | ||
| Peter W. May | WEN | Common Stock | Award | 0.08% | 4,262 | 5,567,276 | 29 Jun 2026 | Direct | ||
| Bradley G. Peltz | WEN | Common Stock | Award | 7.76% | 3,527 | 48,954 | 29 Jun 2026 | Direct | ||
| Steven Cirulis | WEN | Restricted Stock Units | Award | 39,536 | 39,536 | 23 Jun 2026 | Direct | |||
| Steven Cirulis | WEN | Employee Stock Option (Right to Buy) | Award | 707,811 | 707,811 | 23 Jun 2026 | Direct | |||
| Lindsay J. Radkoski | WEN | Restricted Stock Units | Award | 2.03% | 2,333 | 117,536 | 15 Jun 2026 | Direct | ||
| Matthew P. Spessard | WEN | Restricted Stock Units | Award | 2.02% | 1,294 | 65,231 | 15 Jun 2026 | Direct | ||
| E.j. Wunsch | WEN | Restricted Stock Units | Award | 2.03% | 3,166 | 159,424 | 15 Jun 2026 | Direct | ||
| John Min | WEN | Restricted Stock Units | Award | 2.03% | 2,431 | 122,388 | 15 Jun 2026 | Direct | ||
| Peter J. Suerken Jr. | WEN | Restricted Stock Units | Award | 2.03% | 3,426 | 172,477 | 15 Jun 2026 | Direct | ||
| Robert D. Wright | WEN | Restricted Stock Units | Award | 2.03% | 2,392 | 120,502 | 15 Jun 2026 | Direct | ||
| Wendy C. Arlin | WEN | Restricted Stock Units | Award | 2.02% | 934 | 47,105 | 15 Jun 2026 | Direct | ||
| Kenneth M. Cook | WEN | Restricted Stock Units | Award | 2.03% | 3,886 | 195,696 | 15 Jun 2026 | Direct | ||
| Aaron M. Kale | WEN | Restricted Stock Units | Award | 2.03% | 223 | 11,224 | 15 Jun 2026 | Direct | ||
| Liliana Esposito | WEN | Restricted Stock Units | Award | 2.03% | 1,645 | 82,813 | 15 Jun 2026 | Direct | ||
| Robert D. Wright | WEN | Restricted Stock Units | Award | 118,110 | 118,110 | 21 May 2026 | Direct | |||
| Robert D. Wright | WEN | Employee Stock Option (Right to Buy) | Award | 1,772,898 | 1,772,898 | 21 May 2026 | Direct | |||
| Wendy C. Arlin | WEN | Restricted Stock Units | Award | 83.2% | 20,967 | 46,171 | 20 May 2026 | Direct | ||
| Arthur B. Winkleblack | WEN | Common Stock | Award | 37.8% | 32,580 | 118,819 | 20 May 2026 | Direct | ||
| Peter Rothschild | WEN | Common Stock | Award | 11.8% | 20,967 | 199,121 | 20 May 2026 | Direct | ||
| Bradley G. Peltz | WEN | Common Stock | Award | 85.7% | 20,967 | 45,427 | 20 May 2026 | Direct | ||
| J. Mathews Spradlin | WEN | Common Stock | Award | 27% | 20,967 | 98,740 | 20 May 2026 | Direct | ||
| Richard H. Gomez | WEN | Common Stock | Award | 50.7% | 20,967 | 62,310 | 20 May 2026 | Direct | ||
| Michelle Caruso-Cabrera | WEN | Common Stock | Award | 68.3% | 20,967 | 51,663 | 20 May 2026 | Direct | ||
| Peter W. May | WEN | Common Stock | Award | 0.38% | 20,967 | 5,563,014 | 20 May 2026 | Direct | ||
| Peter W. May | WEN | Common Stock | Award | 0.08% | 4,166 | 5,542,047 | 03 Apr 2026 | Direct | ||
| Bradley G. Peltz | WEN | Common Stock | Award | 16.4% | 3,448 | 24,460 | 03 Apr 2026 | Direct | ||
| Kristin A. Dolan | WEN | Common Stock | Award | 2.24% | 1,047 | 47,755 | 03 Apr 2026 | Direct | ||
| E.j. Wunsch | WEN | Common Stock | Other | -3.56% | -2,801 | 75,827 | 27 Mar 2026 | Direct | ||
| Lindsay J. Radkoski | WEN | Restricted Stock Units | Award | 1.99% | 2,247 | 115,203 | 16 Mar 2026 | Direct | ||
| Liliana Esposito | WEN | Restricted Stock Units | Award | 1.99% | 1,582 | 81,168 | 16 Mar 2026 | Direct | ||
| Matthew Coley O'Brien | WEN | Restricted Stock Units | Award | 1.99% | 1,875 | 96,093 | 16 Mar 2026 | Direct | ||
| Matthew P. Spessard | WEN | Restricted Stock Units | Award | 1.99% | 1,247 | 63,937 | 16 Mar 2026 | Direct | ||
| Suzanne M. Thuerk | WEN | Restricted Stock Units | Award | 1.99% | 1,036 | 53,083 | 16 Mar 2026 | Direct | ||
| E.j. Wunsch | WEN | Restricted Stock Units | Award | 1.99% | 3,047 | 156,258 | 16 Mar 2026 | Direct | ||
| John Min | WEN | Restricted Stock Units | Award | 1.99% | 2,340 | 119,957 | 16 Mar 2026 | Direct |