Nelson Peltz - Net Worth and Insider Trading

Nelson Peltz Net Worth

The estimated net worth of Nelson Peltz is at least $1.2 Billion dollars as of 2025-01-06. 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 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 $516 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 11,039,896 shares of Legg Mason Inc (LM) as of May 27, 2015, with a value of $552 Million and a weighting of 47.6%. Nelson Peltz owns 31,919,688 shares of The Wendy's Co (WEN) as of March 3, 2023, with a value of $516 Million and a weighting of 44.52%. 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 7.88%.

Latest Holdings of Nelson Peltz

Ticker	Comapny	Latest Transaction Date	Shares Owned	Current Price ($)	Current Value ($)
LM	Legg Mason Inc	2015-05-27	11,039,896	49.99	551,884,401
WEN	The Wendy's Co	2023-03-03	31,919,688	16.17	516,141,355
ECPG	Encore Capital Group Inc	2006-03-21	1,921,525	47.54	91,349,299

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 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 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 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

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.

Total 0

Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Nelson Peltz

Average Return

Average return per transaction

Outperforming Transactions

15 out of 21 outperforming transactions.

Each transaction is measured over a period and compared to .

	1 Month	3 Months	6 Months	1 Year	2 Years	3 Years
Return(%)	-9.95
Relative Return to S&P 500(%)	-4.74

Nelson Peltz Ownership Network

Ownership Network List of Nelson Peltz

No Data

Ownership Network Relation of Nelson Peltz

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-Europe SMO Gary A Coombe , Chief Human Resources Officer Balaji Purushothaman , and President Global Hair & Beauty R. Alexandra Keith .

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 92,448 shares made by R. Alexandra Keith , a net sale of 319,270 shares made by Ma. Fatima Francisco , and a net sale of 94,800 shares made by Balaji Purushothaman .

In summary, during the past 3 months, insiders sold 75,848 shares of Procter & Gamble Co (PG) in total and bought 0 shares, with a net sale of 75,848 shares. During the past 18 months, 1,437,950 shares of Procter & Gamble Co (PG) were sold and 0 shares were bought by its insiders, resulting in a net sale of 1,437,950 shares.

Procter & Gamble Co (PG)'s detailed insider trading history can be found in Insider Trading Tracker table.

Procter & Gamble Co Insider Transactions

No Available Data

What does The Wendy's Co do?

Who are the key executives at The Wendy's Co?

Nelson Peltz is the director & 10 percent owner & Chairman and CEO of The Wendy's Co. Other key executives at The Wendy's Co include Chief Communications Officer Liliana Esposito , other: Schedule 13D Filer Trian Fund Management, L.p. , and Global Chief Marketing Officer Juan Carlos Loredo .

The Wendy's Co (WEN) Insider Trades Summary

Over the past 18 months, Nelson Peltz made no insider transaction in The Wendy's Co (WEN). Other recent insider transactions involving The Wendy's Co (WEN) include a net sale of 11,716,707 shares made by Trian Fund Management, L.p. , a net sale of 52,009 shares made by Liliana Esposito , and a net sale of 44,806 shares made by Juan Carlos Loredo .

In summary, during the past 3 months, insiders sold 76,471 shares of The Wendy's Co (WEN) in total and bought 0 shares, with a net sale of 76,471 shares. During the past 18 months, 11,883,484 shares of The Wendy's Co (WEN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 11,883,484 shares.

The Wendy's Co (WEN)'s detailed insider trading history can be found in Insider Trading Tracker table.

The Wendy's Co Insider Transactions

No Available Data

What does Sysco Corp do?

Who are the key executives at Sysco Corp?

Nelson Peltz is the director of Sysco Corp. Other key executives at Sysco Corp include SVP Greg D Bertrand , VP & General Counsel & Corp Sec Eve M Mcfadden , and SVP James Chris Jasper .

Sysco Corp (SYY) Insider Trades Summary

Over the past 18 months, Nelson Peltz made no insider transaction in Sysco Corp (SYY). Other recent insider transactions involving Sysco Corp (SYY) include a net sale of 69,871 shares made by Greg D Bertrand , a net sale of 10,535 shares made by Eve M Mcfadden , and a net sale of 5,100 shares made by Sheila Talton .

In summary, during the past 3 months, insiders sold 83,306 shares of Sysco Corp (SYY) in total and bought 0 shares, with a net sale of 83,306 shares. During the past 18 months, 91,447 shares of Sysco Corp (SYY) were sold and 0 shares were bought by its insiders, resulting in a net sale of 91,447 shares.

Sysco Corp (SYY)'s detailed insider trading history can be found in Insider Trading Tracker table.

Sysco Corp Insider Transactions

No Available Data

What does Madison Square Garden Sports Corp do?

Who are the key executives at Madison Square Garden Sports Corp?

Nelson Peltz is the director of Madison Square Garden Sports Corp. Other key executives at Madison Square Garden Sports Corp include SVP & Controller & PAO Alexander Shvartsman , director & Executive Chairman & other: Member of 13(d) Group James Lawrence Dolan , and President & COO David G. Hopkinson .

Madison Square Garden Sports Corp (MSGS) Insider Trades Summary

Over the past 18 months, Nelson Peltz made no insider transaction in Madison Square Garden Sports Corp (MSGS). Other recent insider transactions involving Madison Square Garden Sports Corp (MSGS) include a net sale of 65,868 shares made by James Lawrence Dolan , a net sale of 937 shares made by David G. Hopkinson , and a net sale of 720 shares made by Alexander Shvartsman .

In summary, during the past 3 months, insiders sold 0 shares of Madison Square Garden Sports Corp (MSGS) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 67,525 shares of Madison Square Garden Sports Corp (MSGS) were sold and 0 shares were bought by its insiders, resulting in a net sale of 67,525 shares.

Madison Square Garden Sports Corp (MSGS)'s detailed insider trading history can be found in Insider Trading Tracker table.

Madison Square Garden Sports Corp Insider Transactions

No Available Data

What does Mondelez International Inc do?

Who are the key executives at Mondelez International Inc?

Nelson Peltz is the director of Mondelez International Inc. Other key executives at Mondelez International Inc include EVP and President AMEA Deepak D. Iyer , EVP and President Asia Pac Maurizio Brusadelli , and Chief Res & Dev Officer Daniel E Ramos .

Mondelez International Inc (MDLZ) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Mondelez International Inc (MDLZ) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Mondelez International Inc (MDLZ) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Mondelez International Inc (MDLZ)'s detailed insider trading history can be found in Insider Trading Tracker table.

Mondelez International Inc Insider Transactions

No Available Data

What does MSG Networks Inc do?

Who are the key executives at MSG Networks Inc?

Nelson Peltz is the director of MSG Networks Inc. Other key executives at MSG Networks Inc include EVP and General Counsel Lawrence J. Burian , SVP & Controller & PAO Dawn Darino-gorski , and President and CEO Andrea Greenberg .

MSG Networks Inc (MSGN) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of MSG Networks Inc (MSGN) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of MSG Networks Inc (MSGN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

MSG Networks Inc (MSGN)'s detailed insider trading history can be found in Insider Trading Tracker table.

MSG Networks Inc Insider Transactions

No Available Data

What does Trane Technologies PLC do?

Who are the key executives at Trane Technologies PLC?

Nelson Peltz is the director of Trane Technologies PLC. Other key executives at Trane Technologies PLC include Senior Vice President Mairead Magner , Vice President & Controller Christopher J Kuehn , and Executive Vice President Raymond D Pittard .

Trane Technologies PLC (TT) Insider Trades Summary

Over the past 18 months, Nelson Peltz made no insider transaction in Trane Technologies PLC (TT). Other recent insider transactions involving Trane Technologies PLC (TT) include a net sale of 36,824 shares made by Paul A Camuti , a net sale of 19,396 shares made by Evan M Turtz , and a net sale of 13,797 shares made by Mairead Magner .

In summary, during the past 3 months, insiders sold 17,920 shares of Trane Technologies PLC (TT) in total and bought 0 shares, with a net sale of 17,920 shares. During the past 18 months, 198,561 shares of Trane Technologies PLC (TT) were sold and 0 shares were bought by its insiders, resulting in a net sale of 198,561 shares.

Trane Technologies PLC (TT)'s detailed insider trading history can be found in Insider Trading Tracker table.

Trane Technologies PLC Insider Transactions

No Available Data

What does CIFC LLC do?

Who are the key executives at CIFC LLC?

Nelson Peltz is the director & other: See footnote (6) of CIFC LLC. Other key executives at CIFC LLC include GC & CCO and Secretary Julian Weldon , General Counsel and Secretary Milton Robert C. Iii , and director & 10 percent owner Charlesbank Capital Partners Llc .

CIFC LLC (CIFC) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of CIFC LLC (CIFC) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of CIFC LLC (CIFC) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

CIFC LLC (CIFC)'s detailed insider trading history can be found in Insider Trading Tracker table.

CIFC LLC Insider Transactions

No Available Data

What does Encore Capital Group Inc do?

Who are the key executives at Encore Capital Group Inc?

Nelson Peltz is the director & 10 percent owner of Encore Capital Group Inc. Other key executives at Encore Capital Group Inc include SVP & General Counsel Andrew Eric Asch , EVP and COO of MCM Ryan B Bell , and Executive VP & CFO & Treasurer Jonathan C Clark .

Encore Capital Group Inc (ECPG) Insider Trades Summary

Over the past 18 months, Nelson Peltz made no insider transaction in Encore Capital Group Inc (ECPG). Other recent insider transactions involving Encore Capital Group Inc (ECPG) include a net sale of 41,617 shares made by Jonathan C Clark , a net sale of 5,500 shares made by Ryan B Bell , and a net sale of 1,340 shares made by Laura Olle .

In summary, during the past 3 months, insiders sold 1,340 shares of Encore Capital Group Inc (ECPG) in total and bought 0 shares, with a net sale of 1,340 shares. During the past 18 months, 49,708 shares of Encore Capital Group Inc (ECPG) were sold and 0 shares were bought by its insiders, resulting in a net sale of 49,708 shares.

Encore Capital Group Inc (ECPG)'s detailed insider trading history can be found in Insider Trading Tracker table.

Encore Capital Group Inc Insider Transactions

No Available Data

What does Invesco Ltd do?

Who are the key executives at Invesco Ltd?

Nelson Peltz is the director of Invesco Ltd. Other key executives at Invesco Ltd include director & President & CEO Martin L Flanagan , Senior Managing Director Stephanie Butcher , and Senior Managing Director Tony Wong .

Invesco Ltd (IVZ) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Invesco Ltd (IVZ) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Invesco Ltd (IVZ) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Invesco Ltd (IVZ)'s detailed insider trading history can be found in Insider Trading Tracker table.

Invesco Ltd Insider Transactions

No Available Data

What does Janus Henderson Group PLC do?

Who are the key executives at Janus Henderson Group PLC?

Nelson Peltz is the director of Janus Henderson Group PLC. Other key executives at Janus Henderson Group PLC include Gen Counsel & Corp Secretary Michelle Rosenberg , Chief Financial Officer Roger Mj Thompson , and Chief Accounting Officer Brennan A. Hughes .

Janus Henderson Group PLC (JHG) Insider Trades Summary

Over the past 18 months, Nelson Peltz made no insider transaction in Janus Henderson Group PLC (JHG). Other recent insider transactions involving Janus Henderson Group PLC (JHG) include a net sale of 48,656 shares made by Roger Mj Thompson , a net sale of 13,965 shares made by Michelle Rosenberg , and a net sale of 22,076 shares made by Georgina Fogo .

In summary, during the past 3 months, insiders sold 6,314 shares of Janus Henderson Group PLC (JHG) in total and bought 0 shares, with a net sale of 6,314 shares. During the past 18 months, 99,581 shares of Janus Henderson Group PLC (JHG) were sold and 0 shares were bought by its insiders, resulting in a net sale of 99,581 shares.

Janus Henderson Group PLC (JHG)'s detailed insider trading history can be found in Insider Trading Tracker table.

Janus Henderson Group PLC Insider Transactions

No Available Data

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.

Discussions on Nelson Peltz

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