Form 4: Matthew Peltz Reports Changes in Beneficial Ownership of Wendy's Co Stock
SEC Form 4 Filing
Matthew Peltz, a director and 10% owner of Wendy's Co, reports changes in his beneficial ownership of the company's stock, including acquisitions and indirect holdings through Trian Partners and a family trust.
Summary
- On May 21, 2025, Matthew Peltz reported changes in his beneficial ownership of Wendy's Co stock.
- He acquired 13,984 shares of common stock at $0.
- Following the transaction, he directly owns 129,798 shares.
- He also has indirect ownership through Trian Partners (14,943,466 shares) and the Peltz 2009 Family Trust (132,397 shares).
- Mr. Peltz disclaims beneficial ownership of shares held by Trian Management and Trian GP except to the extent of his pecuniary interest.
- Mr. Peltz is a trustee of the Peltz 2009 Family Trust.
Sentiment
Score: 5
Explanation: The document is a standard regulatory filing, so the sentiment is neutral.
Industry Context
This filing is a routine disclosure related to changes in beneficial ownership by a company insider, which is a common occurrence in the corporate world.
Stakeholder Impact
- The filing provides transparency to shareholders regarding the ownership structure of Wendy's Co.
Key Dates
| Date | Description |
|---|---|
| 05/21/2025 | Date of transaction involving Wendy's Co stock. |
| 05/22/2025 | Date of signature for the Form 4 filing. |
Keywords
Wendy's Co, Matthew Peltz, Beneficial Ownership, Form 4, Trian Partners, Stock Acquisition, Director, Shareholding
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