Activist Investor 13D, 13G Filings


This page shows a list of all the recent 13D/G filings made by Trian Fund Management, L.p.. Schedule 13D is commonly referred to as a “beneficial ownership report.” The term "beneficial owner" is defined under SEC rules. It includes any person who directly or indirectly shares voting power or investment power (the power to sell the security).

When a person or group of persons acquires beneficial ownership of more than 5% of a voting class of a company’s equity securities, they are required to file a Schedule 13D within ten days after the purchase. Click the link icon to see the full transaction history.

DateForm Target Prev
Shares
Current
Shares
Change
(Percent)
Ownership
(Percent)
Change
(Percent)
2018‑09‑13 SC 13D/A SYY / SYSCO Corp. 42,561,703 37,656,181 -11.53 7.24 -11.38
2018‑09‑11 SC 13D/A PNR / Pentair plc. 12,301,837 12,301,837 0.00 7.01 0.00
2018‑08‑15 SC 13D/A PNR / Pentair plc. 14,001,837 12,301,837 -12.14 7.01 -10.70
2018‑06‑14 SC 13D/A SYY / SYSCO Corp. 43,972,441 42,561,703 -3.21 8.17 1.62
2018‑06‑01 SC 13D/A PNR / Pentair plc. 15,676,837 14,001,837 -10.68 7.85 -10.69
2018‑06‑01 SC 13D/A NVT / Navteq Corp 15,676,837 17,569,031 12.07 9.85 12.06
2018‑05‑16 SC 13D/A WEN / The Wendy's Company 19.82 -3.65
2018‑05‑09 SC 13D/A NVT / Navteq Corp 15,676,837 8.79
2018‑05‑01 SC 13D/A PNR / Pentair plc. 15,201,775 15,676,837 3.13 8.79 5.40
2018‑02‑27 SC 13D/A WEN / The Wendy's Company 20.57 -7.88
2017‑06‑06 SC 13D/A WEN / The Wendy's Company 22.33 -4.78
2017‑05‑18 SC 13D/A PNR / Pentair plc. 14,335,888 15,201,775 6.04 8.34 5.17
2016‑12‑07 SC 13D/A WEN / The Wendy's Company 23.45 13.50
2016‑12‑06 SC 13D/A SYY / SYSCO Corp. 43,964,951 43,972,441 0.02 8.04 3.08
2016‑06‑09 SC 13D/A SYY / SYSCO Corp. 42,061,438 43,964,951 4.53 7.8 10.33
2016‑05‑10 SC 13D/A PNR / Pentair plc. 14,335,888 14,335,888 0.00 7.93 -0.25
2016‑04‑12 SC 13D/A LM / Legg Mason, Inc. 11,039,896 513,743 -95.35 0.48 -95.18
2016‑02‑22 SC 13D/A PNR / Pentair plc. 13,005,377 14,335,888 10.23 7.95 10.11
2015‑12‑15 SC 13D/A WEN / The Wendy's Company 20.66 6.11
2015‑09‑08 SC 13D/A PNR / Pentair plc. 13,005,377 13,005,377 0.00 7.22 0.00
2015‑09‑02 SC 13D/A SYY / SYSCO Corp. 42,061,438 42,061,438 0.00 7.07 -0.14
2015‑08‑20 SC 13D/A SYY / SYSCO Corp. 42,061,438 42,061,438 0.00 7.08 0.00
2015‑08‑14 SC 13D SYY / SYSCO Corp. 42,061,438 7.08
2015‑07‑29 SC 13D/A PNR / Pentair plc. 13,005,377 13,005,377 0.00 7.22 -0.28
2015‑07‑20 SC 13D/A WEN / The Wendy's Company 19.47 -5.39
2015‑07‑13 SC 13D/A PNR / Pentair plc. 13,005,377 13,005,377 0.00 7.24 0.00
2015‑07‑09 SC 13D/A WEN / The Wendy's Company 20.58 0.00
2015‑06‑30 SC 13D PNR / Pentair plc. 13,005,377 7.24
2015‑06‑26 SC 13D/A WEN / The Wendy's Company 20.58 -6.24
2015‑06‑19 SC 13D/A WEN / The Wendy's Company 21.95 -10.88
2015‑06‑03 SC 13D/A WEN / The Wendy's Company 24.63
2015‑05‑28 SC 13D/A LM / Legg Mason, Inc. 12,259,964 11,039,896 -9.95 9.96 -8.46
2015‑04‑06 SC 13D/A LM / Legg Mason, Inc. 12,259,964 10.88