Nelson Peltz - Net Worth and Insider Trading
Nelson Peltz Net Worth
The estimated net worth of Nelson Peltz is at least $1.3 Billion dollars as of 2024-10-19. Nelson Peltz is the Director, 10% Owner of The Wendy's Co and owns about 31,919,688 shares of The Wendy's Co (WEN) stock worth over $629 Million. Nelson Peltz is the of Legg Mason Inc and owns about 11,039,896 shares of Legg Mason Inc (LM) stock worth over $552 Million. Nelson Peltz is also the Director, 10% Owner of Encore Capital Group Inc and owns about 1,921,525 shares of Encore Capital Group Inc (ECPG) stock worth over $91 Million. Details can be seen in Nelson Peltz's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Nelson Peltz has not made any transactions after 2023-03-03 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Nelson Peltz
Nelson Peltz Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Nelson Peltz owns 11 companies in total, including Procter & Gamble Co (PG) , The Wendy's Co (WEN) , and Sysco Corp (SYY) among others .
Click here to see the complete history of Nelson Peltz’s form 4 insider trades.
Insider Ownership Summary of Nelson Peltz
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
PG | Procter & Gamble Co | 2018-03-01 | director |
WEN | The Wendy's Co | 2023-03-03 | director & 10 percent owner & Chairman and CEO |
SYY | Sysco Corp | 2015-08-21 | director |
2015-09-25 | director | ||
2014-01-21 | director | ||
2015-02-19 | director | ||
2012-08-10 | director | ||
2008-03-29 | director & other: See footnote (6) | ||
2006-03-21 | director & 10 percent owner | ||
2020-11-04 | director | ||
2022-02-01 | director |
Nelson Peltz Latest Holdings Summary
Nelson Peltz currently owns a total of 3 stocks. Among these stocks, Nelson Peltz owns 31,919,688 shares of The Wendy's Co (WEN) as of March 3, 2023, with a value of $629 Million and a weighting of 49.46%. Nelson Peltz owns 11,039,896 shares of Legg Mason Inc (LM) as of May 27, 2015, with a value of $552 Million and a weighting of 43.41%. Nelson Peltz also owns 1,921,525 shares of Encore Capital Group Inc (ECPG) as of March 21, 2006, with a value of $91 Million and a weighting of 7.13%.
Latest Holdings of Nelson Peltz
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
WEN | The Wendy's Co | 2023-03-03 | 31,919,688 | 19.70 | 628,817,854 |
LM | Legg Mason Inc | 2015-05-27 | 11,039,896 | 49.99 | 551,884,401 |
ECPG | Encore Capital Group Inc | 2006-03-21 | 1,921,525 | 47.15 | 90,599,904 |
Holding Weightings of Nelson Peltz
Nelson Peltz Form 4 Trading Tracker
According to the SEC Form 4 filings, Nelson Peltz has made a total of 4 transactions in The Wendy's Co (WEN) over the past 5 years, including 0 buys and 4 sells. The most-recent trade in The Wendy's Co is the sale of 3,627,569 shares on March 3, 2023, which brought Nelson Peltz around $80 Million.
According to the SEC Form 4 filings, Nelson Peltz has made a total of 0 transactions in Legg Mason Inc (LM) over the past 5 years. The most-recent trade in Legg Mason Inc is the sale of 314,218 shares on May 27, 2015, which brought Nelson Peltz around $17 Million.
According to the SEC Form 4 filings, Nelson Peltz has made a total of 0 transactions in Encore Capital Group Inc (ECPG) over the past 5 years. The most-recent trade in Encore Capital Group Inc is the sale of 450,574 shares on March 21, 2006, which brought Nelson Peltz around $7 Million.
Insider Trading History of Nelson Peltz
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Nelson Peltz Trading Performance
GuruFocus tracks the stock performance after each of Nelson Peltz's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Nelson Peltz is -4.41%. GuruFocus also compares Nelson Peltz's trading performance to market benchmark return within the same time period. The performance of stocks bought by Nelson Peltz within 3 months outperforms 5 times out of 21 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Nelson Peltz's insider trading performs compared to the benchmark.
Performance of Nelson Peltz
Nelson Peltz Ownership Network
Nelson Peltz Owned Company Details
What does Procter & Gamble Co do?
Who are the key executives at Procter & Gamble Co?
Nelson Peltz is the director of Procter & Gamble Co. Other key executives at Procter & Gamble Co include President Global Hair & Beauty R. Alexandra Keith , Chief Legal Officer & Secy Susan Street Whaley , and Chief Financial Officer Andre Schulten .
Procter & Gamble Co (PG) Insider Trades Summary
Over the past 18 months, Nelson Peltz made no insider transaction in Procter & Gamble Co (PG). Other recent insider transactions involving Procter & Gamble Co (PG) include a net sale of 98,316 shares made by R. Alexandra Keith , a net sale of 327,270 shares made by Ma. Fatima Francisco , and a net sale of 200,614 shares made by Shailesh Jejurikar .
In summary, during the past 3 months, insiders sold 544,784 shares of Procter & Gamble Co (PG) in total and bought 0 shares, with a net sale of 544,784 shares. During the past 18 months, 1,503,744 shares of Procter & Gamble Co (PG) were sold and 0 shares were bought by its insiders, resulting in a net sale of 1,503,744 shares.
Procter & Gamble Co (PG)'s detailed insider trading history can be found in Insider Trading Tracker table.
Procter & Gamble Co Insider Transactions
Nelson Peltz Mailing Address
Above is the net worth, insider trading, and ownership report for Nelson Peltz. You might contact Nelson Peltz via mailing address: 223 Sunset Avenue, Palm Beach Fl 33480.