Nelson Peltz

Nelson Peltz, listed as chief executive, has filed trades across 5 companies (mainly through SEC (Form 4)), most often in Wendy's Co, Sysco Corp and Invesco Ltd. The record holds 41 filings, for trades running from 31 December 2015 to 8 August 2024.

In open-market terms, that means 3 purchases worth €41.7M on one side and 14 sales worth €425.6M on the other. Sales outweigh purchases by €384.0M. Open-market purchases are the filings investors watch most closely, because the insider pays for the shares out of pocket. Besides market trades, the filings include 24 share grants. So far in 2024, the count stands at no purchases and 1 sale.

In size, the median ticket on the buying side is €19.1M. 3 out of 3 purchases came within 30 days of a purchase by at least one other insider of the same company. A cluster is several different insiders buying the same stock within a short window, a pattern studied more closely than a single purchase.

The newest entry dates from 9 August 2024: an open-market sale of €15.7M, in Wendy's Co. The most recent open-market purchase was published on 31 March 2022, 1,662 days ago. Typically, a trade is published a median of 2 days after it takes place. Section 16 rules allow two business days to file each Form 4. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.