| 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% | SEC |
|---|---|---|---|---|---|---|---|---|
| Aug 16, 2019 | WEN Wendy's Co | 10% Owner | Sell | 2,000,000 | $19.97 | $39,934,960.00 | -7.0% | |
| Mar 6, 2019 | WEN Wendy's Co | 10% Owner | Sell | 3,000,000 | $17.11 | $51,330,000.00 | -9.5% | |
| Mar 6, 2019 | WEN Wendy's Co | 10% Owner | Sell | 3,000,000 | $17.11 | $51,330,000.00 | -9.5% | |
| May 16, 2018 | WEN Wendy's Co | 10% Owner | Sell | 2,405,292 | $16.43 | $39,518,612.24 | -7.1% | |
| May 16, 2018 | WEN Wendy's Co | 10% Owner | Sell | 2,405,292 | $16.43 | $39,518,612.24 | -7.1% | |
| May 16, 2018 | WEN Wendy's Co | 10% Owner | Sell | 2,405,292 | $16.43 | $39,518,612.24 | -7.1% |