| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
10% Owner
2 companies
Trian Fund Management, L.P. serves as a 10% Owner at IVZ and has filed Form 4s across 2 companies. Across recent SEC filings that breaks down to 9 buys and 29 sells. Those positions are worth an estimated $1.3B at current prices.
Historically, Trian Fund Management, L.P.'s trades have earned a middling insider score of 63/100 across 23 rated trades. Over a 12-month horizon, 60.9% of those trades were profitable, with an average 12-month return of -3.5%.
The biggest single holding is IVZ (~$822.6M) as 10% Owner. The recent filings there lean toward selling, a net 642,267 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 3, 2023 | WEN Wendy's Co | 10% Owner | Sell | 3,627,569 | $22.05 | $79,987,896.45 | -14.3% | +3.2% | -17.8% | |
| Jan 30, 2023 | IVZ Invesco Ltd. | 10% Owner | Sell | 3,153,855 | $18.34 | $57,848,648.32 | -6.5% | -7.2% | -10.0% | |
| Jan 25, 2023 | IVZ Invesco Ltd. | 10% Owner | Sell | 7,171,957 | $18.65 | $133,775,857.16 | -12.9% | -6.7% | -10.0% | |
| Apr 4, 2022 | IVZ Invesco Ltd. | 10% Owner | Buy | 3,724,600 | $23.12 | $86,124,928.92 | +7.2% | -28.6% | -29.7% | |
| Mar 30, 2022 | IVZ Invesco Ltd. | 10% Owner | Buy | 3,529,920 | $23.04 | $81,330,906.19 | +7.3% | -26.2% | -29.0% | |
| Mar 25, 2022 | IVZ Invesco Ltd. | 10% Owner | Buy | 2,429,025 | $21.73 | $52,787,935.92 | +5.3% | -23.7% | -29.7% | |
| Sep 8, 2021 | WEN Wendy's Co | 10% Owner | Sell | 278,275 | $22.89 | $6,369,440.47 | -1.1% | -2.9% | -11.8% | |
| Aug 27, 2021 | WEN Wendy's Co | 10% Owner | Sell | 594,325 | $23.41 | $13,912,078.02 | -2.3% | -8.2% | -15.0% | |
| Aug 23, 2021 | WEN Wendy's Co | 10% Owner | Sell | 424,690 | $23.92 | $10,158,361.21 | -1.6% | -7.5% | -13.4% | |
| Aug 16, 2019 | WEN Wendy's Co | 10% Owner | Sell | 2,000,000 | $19.97 | $39,934,960.00 | -7.0% | - | - |