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 2024-03-18. 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 $581 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 $86 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 assumption that Nelson Peltz has not made any transactions after 2023-03-03 and currently still holds the listed stock(s).

Transaction Summary of Nelson Peltz

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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 () , The Wendy's Co () , and Sysco Corp () 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
Procter & Gamble Co 2018-03-01 director
The Wendy's Co 2023-03-03 director & 10 percent owner & Chairman and CEO
Sysco Corp 2015-08-21 director
Madison Square Garden Sports Corp 2015-09-25 director
Mondelez International Inc 2014-01-21 director
MSG Networks Inc 2015-02-19 director
Trane Technologies PLC 2012-08-10 director
CIFC LLC 2008-03-29 director & other: See footnote (6)
Encore Capital Group Inc 2006-03-21 director & 10 percent owner
Invesco Ltd 2020-11-04 director
Janus Henderson Group PLC 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 $581 Million and a weighting of 47.67%. 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 45.26%. Nelson Peltz also owns 1,921,525 shares of Encore Capital Group Inc (ECPG) as of March 21, 2006, with a value of $86 Million and a weighting of 7.07%.

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 18.21 581,257,518
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 44.87 86,218,827

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 5 transactions in The Wendy's Co (WEN) over the past 5 years, including 0 buys and 5 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

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
  • 1
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 Relative Return

7.67%

Average relative return per transaction

Outperforming Transactions

71%

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
Relative Return(%) -9.95 -4.41 1.33 7.67 1.41 6.57
Relative Return to S&P 500(%) -4.74 -0.46 5.96 -1.73 -6.56 -2.95

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 Global Hair & Beauty R. Alexandra Keith , Chief Legal Officer & Secy Susan Street Whaley , and President - Global Baby Ma. Fatima Francisco .

Procter & Gamble Co () Insider Trades Summary

Over the past 18 months, Nelson Peltz made no insider transaction in Procter & Gamble Co (). Other recent insider transactions involving Procter & Gamble Co () include a net sale of 96,782 shares made by R. Alexandra Keith , a net sale of 219,411 shares made by Ma. Fatima Francisco , and a net sale of 42,258 shares made by Balaji Purushothaman .

In summary, during the past 3 months, insiders sold 391,816 shares of Procter & Gamble Co () in total and bought 0 shares, with a net sale of 391,816 shares. During the past 18 months, 870,797 shares of Procter & Gamble Co () were sold and 0 shares were bought by its insiders, resulting in a net sale of 870,797 shares.

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

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Procter & Gamble Co 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.

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