| |
| |
|
| Insider
Information: |
Trian Fund Management, L.p. |
| Relationship: |
Director, 10% Owner |
| City: |
New York |
| State: |
NY |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
15 |
|
| Direct
Shares |
153,057 |
|
|
Indirect Shares
|
196,038,165 |
|
|
| Direct
Value |
$6,462,026 |
|
|
|
Indirect Value
|
$15,221,827,080 |
|
|
| Total
Shares |
196,191,222 |
|
|
| Total
Value |
$15,228,289,106 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
20
|
70
|
|
Stock
price went up :
|
2
|
57
|
| Stock
price went down : |
18
|
13
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
4.4
|
| Percentage
Gain/Loss : |
 -12.7%
|
 827.4%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
HJ Heinz Co |
HNZ |
less than 10% owner, D... |
2012-08-31 |
6,500 |
2013-06-07 |
0 |
Premium* |
|
|
Chemtura Corporation |
CHMT |
less than 10% owner |
|
0 |
2008-09-17 |
10,345,503 |
Premium* |
|
|
Tiffany & Co |
TIF |
less than 10% owner, D... |
2016-06-06 |
8,269 |
2016-06-06 |
0 |
Premium* |
|
|
Legg Mason Inc |
LM |
Director |
|
0 |
2020-05-20 |
0 |
Premium* |
|
|
Family Dollar Stores Inc |
FDO |
less than 10% owner, D... |
2015-01-30 |
1,179 |
2015-07-06 |
0 |
Premium* |
|
|
Trane Technologies (Ingersoll-Ra... |
TT |
less than 10% owner, D... |
2014-02-25 |
2,382 |
2014-02-25 |
11,977,676 |
Premium* |
|
|
Mondelez International Inc |
MDLZ |
Director |
2021-12-08 |
16,156 |
2021-12-08 |
434,028 |
Premium* |
|
|
Bank of New York Mellon Corp |
BK |
Director |
|
0 |
2019-05-03 |
12,606,465 |
Premium* |
|
|
SYSCO Corp |
SYY |
Director |
2021-06-08 |
4,840 |
2021-06-08 |
17,866,044 |
Premium* |
|
|
Pentair Inc |
PNR |
Director |
2018-08-13 |
2,862 |
2018-08-13 |
12,036,582 |
Premium* |
|
|
Procter & Gamble Co |
PG |
Director |
2021-08-31 |
5,457 |
2021-08-31 |
5,264,066 |
Premium* |
|
|
General Electric Co |
GE |
Director |
2019-05-22 |
0 |
2020-08-05 |
32,131,316 |
Premium* |
|
|
Invesco Plc (ADR) |
IVZ |
10% Owner |
2021-12-13 |
8,216 |
2023-01-30 |
45,432,822 |
Premium* |
|
|
Janus Henderson Group Plc |
JHG |
10% Owner |
2022-03-07 |
0 |
2022-03-31 |
31,867,800 |
Premium* |
|
|
Wendys International Inc |
WEN |
Director, 10% Owner |
2023-11-14 |
97,196 |
2023-11-14 |
16,075,863 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
418 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 17
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| SYY |
SYSCO Corp |
Director |
– • – |
2017-09-29 |
4 |
A |
$54.05 |
$18,701 |
D/D |
346 |
5,875 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2017-03-31 |
4 |
A |
$52.02 |
$18,727 |
D/D |
360 |
5,154 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2016-06-30 |
4 |
A |
$50.22 |
$18,682 |
D/D |
372 |
5,648 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2017-06-30 |
4 |
A |
$49.86 |
$18,698 |
D/D |
375 |
5,529 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2016-09-30 |
4 |
A |
$49.03 |
$18,680 |
D/D |
381 |
6,029 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2016-03-31 |
4 |
A |
$46.63 |
$18,745 |
D/D |
402 |
5,276 |
0 |
- |
|
| FDO |
Family Dollar Stores Inc |
less than 10% owner |
– • – |
2011-09-28 |
4 |
A |
$0.00 |
$0 |
D/D |
436 |
436 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2015-12-31 |
4 |
A |
$41.46 |
$18,698 |
D/D |
451 |
4,874 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2015-09-30 |
4 |
A |
$38.93 |
$18,725 |
D/D |
481 |
481 |
0 |
- |
|
| FDO |
Family Dollar Stores Inc |
less than 10% owner |
– • – |
2015-01-30 |
4 |
S |
$76.30 |
$38,150 |
I/I |
(500) |
2,500 |
0 |
- |
|
| TIF |
Tiffany & Co |
less than 10% owner |
– • – |
2014-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
780 |
1,759 |
0 |
- |
|
| TIF |
Tiffany & Co |
less than 10% owner |
– • – |
2014-05-28 |
4 |
A |
$0.00 |
$0 |
D/D |
848 |
1,628 |
0 |
- |
|
| TIF |
Tiffany & Co |
less than 10% owner |
– • – |
2011-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
903 |
4,151 |
0 |
- |
|
| TIF |
Tiffany & Co |
less than 10% owner |
– • – |
2013-05-16 |
4 |
A |
$0.00 |
$0 |
D/D |
979 |
1,981 |
0 |
- |
|
| TIF |
Tiffany & Co |
less than 10% owner |
– • – |
2012-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
1,002 |
5,153 |
0 |
- |
|
| MDLZ |
Mondelez International In... |
Director |
– • – |
2018-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,003 |
1,003 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
Director |
– • – |
2021-01-27 |
4 |
A |
$0.00 |
$0 |
D/D |
1,098 |
1,098 |
0 |
- |
|
| PNR |
Pentair Inc |
Director |
– • – |
2017-01-03 |
4 |
A |
$0.00 |
$0 |
D/D |
1,122 |
2,274 |
0 |
- |
|
| PNR |
Pentair Inc |
Director |
– • – |
2016-05-16 |
4 |
A |
$0.00 |
$0 |
D/D |
1,152 |
1,152 |
0 |
- |
|
| FDO |
Family Dollar Stores Inc |
less than 10% owner |
– • – |
2015-01-26 |
4 |
A |
$0.00 |
$0 |
D/D |
1,179 |
1,179 |
0 |
- |
|
| SYY |
SYSCO Corp |
Director |
– • – |
2015-12-04 |
4 |
B |
$40.75 |
$48,900 |
I/I |
1,200 |
42,062,638 |
2.1 |
- |
|
| TIF |
Tiffany & Co |
less than 10% owner |
– • – |
2016-05-26 |
4 |
A |
$0.00 |
$0 |
D/D |
1,269 |
2,117 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
Director |
– • – |
2021-04-29 |
4 |
A |
$0.00 |
$0 |
D/D |
1,311 |
2,409 |
0 |
- |
|
| BK |
Bank of New York Mellon C... |
Director |
– • – |
2019-03-11 |
4 |
S |
$52.00 |
$69,472 |
I/I |
(1,336) |
14,018,936 |
0 |
- |
|
| FDO |
Family Dollar Stores Inc |
less than 10% owner |
– • – |
2012-01-20 |
4 |
A |
$0.00 |
$0 |
D/D |
1,363 |
1,363 |
0 |
- |
|
418 Records found
|
|
Page 2 of 17 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
|
|
