Welcome to our dedicated page for Wendys Co SEC filings (Ticker: WEN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Fresh, never frozen beef and a fiercely franchised model make Wendy鈥檚 Co. more than a burger icon鈥攖hey generate a complex disclosure trail around commodity costs, marketing funds, and royalty income. If you have ever searched 鈥淲here can I see Wendy's insider trading Form 4 transactions?鈥� you know the challenge of digging through EDGAR PDFs.
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Use this page to move from headline to detail:
- Wendy's annual report 10-K simplified鈥攖rack franchise mix, supply-chain risks, and capital allocation.
- Wendy's 8-K material events explained鈥攕pot unexpected menu tests or leadership changes within minutes.
- Wendy's proxy statement executive compensation鈥攕ee how incentives align with drive-thru speed and digital sales.
- Wendy's executive stock transactions Form 4鈥攎onitor buying or selling before quarterly calls.
- Wendy's earnings report filing analysis鈥擜I extracts same-store sales trends across regions.
Whether you鈥檙e a portfolio manager, franchise analyst, or curious shareholder, understanding Wendy's SEC documents with AI means decisions arrive faster. All filing types update instantly, giving you the complete picture without wading through hundreds of pages.
NCS Multistage Holdings, Inc. (NCSM) filed a Form S-8 to register 250,000 additional shares of common stock (par $0.01) for issuance under its Amended & Restated 2017 Equity Incentive Plan. After this filing, a maximum 876,626 shares may be issued under the plan, inclusive of shares previously registered on four prior S-8 statements (2017, June 2020, December 2020, August 2023). All figures reflect the company鈥檚 1-for-20 reverse stock split effective 1 Dec 2020.
The company is a non-accelerated filer and a smaller reporting company. Standard DGCL-based indemnification provisions, director exculpation (for directors only), and D&O insurance remain in place. Exhibits include the plan document (4.4), legal opinion (5.1), auditor consent (23.1) and filing-fee tables (107).
The registration enables NCSM to issue equity compensation without new capital inflow, potentially causing modest dilution but supporting employee retention and alignment.
Form 8-K, Item 5.02: Wendy鈥檚 Company (Nasdaq: WEN) disclosed that, following the July 24, 2025 appointment of Ken Cook as Interim CEO, its Compensation and Human Capital Committee approved one-time stock-based retention awards for the remaining executive leadership team to preserve continuity during the transition.
- Grant date: 12 Aug 2025 under the 2020 Omnibus Award Plan
- Structure: 75% restricted stock units (RSUs), 25% stock options
- Vesting: 50% on each of the first two anniversaries of the grant, contingent upon continued employment
- Named recipients: 鈥� E.J. Wunsch, President 鈥� International 鈥� grant-date fair value $1.52 million 鈥� Lindsay J. Radkoski, Chief Marketing Officer 鈥� U.S. 鈥� grant-date fair value $0.70 million
- Ken Cook is excluded from these awards
No earnings data, revenue metrics, or other material transactions were reported. While the equity grants are modest relative to Wendy鈥檚 $4 bn market cap, they highlight succession-related retention priorities and introduce incremental equity dilution and expense.
Medtronic plc (MDT) 鈥� Form 4 insider filing
EVP & President, MedSurg and Americas, Michael Marinaro reported equity awards dated 28 Jul 2025:
- 9,786 restricted stock units that vest 100% after three years, raising his direct holding to 51,093 ordinary shares.
- 24,465 performance share units; payout ranges 0-48,930 shares depending on FY26-28 metrics and vest April 2028.
- 69,005 non-qualified stock options exercisable at $91.97, vesting 25% per year and expiring 28 Jul 2035.
All transactions are A-coded grants at $0 cost; no shares were sold. While the awards increase insider exposure, they are routine components of executive compensation and represent an immaterial fraction of MDT鈥檚 ~1.3 bn shares outstanding, so immediate market impact is expected to be minimal.
The Vanguard Group filed a Schedule 13G reporting beneficial ownership of 1,126,371 shares of Western New England Bancorp (WNEB) as of 30 June 2025. The position equals 5.43 % of WNEB鈥檚 outstanding common stock, crossing the 5 % threshold that triggers passive reporting under Rule 13d-1(b).
- Voting power: 0 shares sole; 7,651 shares shared.
- Dispositive power: 1,110,510 shares sole; 15,861 shares shared.
- Vanguard files as an investment adviser (IA); shares are held in ordinary course for clients, not to influence control.
- Certification signed by Ashley Grim, Head of Global Fund Administration, on 29 July 2025.
No other group members or control persons are disclosed, and Vanguard notes that no single underlying client holds more than 5 % of the class.
Wendy's Co. (WEN) Form 4 reports that Director Bradley G. Peltz was granted 13,226 common shares on 07/24/2025 (Transaction code 鈥淎鈥�). The shares were acquired at $0, indicating a board equity award or restricted-stock grant rather than an open-market purchase.
After the grant, Peltz’s beneficial ownership totals 145,623 shares: 13,226 held directly and 132,397 held indirectly through the Peltz 2009 Family Trust. No derivative securities were involved and no dispositions were reported. The filing contains no additional financial metrics or strategic disclosures.
The award modestly increases insider alignment but is immaterial versus Wendy’s ~212 million-share float and therefore is unlikely to affect valuation or liquidity.
Amendment No. 63 to Schedule 13D filed on 07 July 2025 updates the ownership positions of Trian Fund Management, L.P. and affiliated reporting persons in The Wendy鈥檚 Company (NYSE: WEN).
- Aggregate ownership: The filing persons now beneficially own 31,069,149 common shares, equal to 16.18 % of the 192,025,248 shares outstanding as of 25 Apr 2025.
- Key individual stakes: 鈥� Nelson Peltz 鈥� 30,904,107 shares (16.09 %)
鈥� Peter W. May 鈥� 30,697,418 shares (15.99 %)
鈥� Trian Fund Management, L.P. 鈥� 14,943,466 shares (7.78 %)
鈥� Other Trian vehicles hold the remainder as itemised in Item 5(a). - Ownership change driver: Since Amendment No. 61, directors Peter May and Matthew Peltz received a combined 40,488 time-based share awards plus 27,968 restricted shares under the 2020 Omnibus Award Plan. No open-market purchases or sales were reported in the past 60 days.
- Board change: Matthew Peltz resigned from the Board effective 08 Jul 2025 to focus on other business interests. The Board appointed his brother, Bradley G. Peltz, Managing Director of Yellow Cab Holdings (a 89-unit Wendy鈥檚 franchisee), to fill the vacancy.
- Voting agreement: Nelson Peltz and Peter May continue to share voting power over portions of each other鈥檚 stakes pursuant to an existing voting agreement.
The amendment contains no new financing arrangements, takeover proposals or additional activist actions; it primarily refreshes share counts, reflects routine director equity awards and documents the intra-family board transition.
The Wendy鈥檚 Company (NASDAQ: WEN) filed an 8-K to disclose multiple governance changes effective July 2025. Current President & CEO Kirk Tanner will resign on 18 July 2025 to assume the top role at The Hershey Company. The Board has named Chief Financial Officer Ken Cook, 44, as Interim CEO while retaining his CFO duties. Cook joined Wendy鈥檚 in December 2024 after a 20-year career at UPS that included senior FP&A and segment CFO roles. No new compensation arrangements for Cook have been finalized; any future agreements will trigger an amended filing.
Board composition shifts: the Board size will drop from 10 to 9 upon Tanner鈥檚 departure. Separately, Vice-Chairman Matthew H. Peltz will resign on 8 July 2025. The vacancy is being filled the same day by Bradley G. Peltz, son of former Chairman Nelson Peltz and brother of Matthew Peltz. Bradley Peltz will serve until the 2026 annual meeting and joins the Technology and Corporate Social Responsibility committees. As a managing director and minority owner of franchisee Yellow Cab Holdings (89 restaurants), he is involved in a related-party relationship that generated $7.6 million in royalty and other payments to Wendy鈥檚 through 29 June 2025, consistent with prior proxy disclosures.
The company furnished a press release (Exhibit 99.1) summarizing these leadership moves; the release is furnished, not filed, under Regulation FD. No financial performance data, transactions, or strategy updates were included in this filing.