Peltz Nelson
Director, 10% Owner | Director
7 companies
Insider Signal Score
57
GoodTrades Analyzed
36
12M Win Rate
44.4%
Avg 3M Return
-4.7%
Avg 12M Return
-3.1%
Peltz Nelson is a Director at IVZ with holdings across 7 companies. Recent SEC Form 4 filings include 9 buys and 8 sells.
Estimated insider holdings value: $7350.8M based on current market prices.
Holdings by Company
IVZDec 13, 2021
Current Shares44.93M
Value$1.29B
Net Activity0
Bought: 0Sold: 0
MDLZFeb 27, 2018
Current Shares35.96M
Value$2.14B
Net Activity-11,783,814
Bought: 270.9KSold: 12.05M
JHGMar 31, 2022
Current Shares31.87M
Value$1.65B
Net Activity+3.60M
Bought: 3.60MSold: 0
SYYJun 8, 2021
Current Shares17.87M
Value$1.39B
Net Activity-17,437,573
Bought: 703.7KSold: 18.14M
WENAug 8, 2024
Current Shares14.94M
Value$92.20M
Net Activity-19,092,455
Bought: 0Sold: 19.09M
PGAug 31, 2021
Current Shares5.26M
Value$777.40M
Net Activity-28,865,280
Bought: 0Sold: 28.87M
MSGSDec 13, 2018
Current Shares506
Value$187.5K
Net Activity0
Bought: 0Sold: 0
Transaction History
Showing 10 filings
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 8, 2024 | WEN Wendy's Co | Director, 10% Owner | Sell | 1,000,000 | $17.18 | $17,180,000.00 | -6.3% | +18.8% | -41.2% | |
| Nov 14, 2023 | WEN Wendy's Co | Director, 10% Owner | Sell | 1,883,593 | $18.76 | $35,336,204.68 | -10.6% | +3.3% | -2.5% | |
| Aug 22, 2023 | WEN Wendy's Co | Director, 10% Owner | Sell | 2,905,569 | $20.30 | $58,983,050.70 | -14.0% | -6.7% | -16.7% | |
| Jun 2, 2023 | WEN Wendy's Co | Director, 10% Owner | Sell | 443,725 | $22.76 | $10,099,447.24 | -2.1% | -13.0% | -23.3% | |
| May 22, 2023 | WEN Wendy's Co | Director, 10% Owner | Sell | 529,417 | $22.73 | $12,035,501.37 | -2.4% | -9.0% | -21.3% | |
| Mar 3, 2023 | WEN Wendy's Co | Director, 10% Owner | Sell | 3,627,569 | $22.05 | $79,987,896.45 | -14.3% | +3.2% | -17.8% | |
| Mar 31, 2022 | JHG Janus Henderson Group Plc | Director, 10% Owner | Buy | 682,514 | $35.63 | $24,321,060.90 | +0.7% | -31.7% | -20.1% | |
| Mar 15, 2022 | JHG Janus Henderson Group Plc | Director, 10% Owner | Buy | 1,412,638 | $33.05 | $46,685,835.42 | +1.5% | -28.1% | -21.4% | |
| Mar 9, 2022 | JHG Janus Henderson Group Plc | Director, 10% Owner | Buy | 1,500,000 | $30.78 | $46,169,193.00 | +1.7% | -10.3% | -13.2% | |
| Sep 8, 2021 | WEN Wendy's Co | Director, 10% Owner | Sell | 278,275 | $22.89 | $6,369,440.47 | -0.5% | -2.9% | -11.8% |
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