Investor Trian Fund Management, L.p.
13D/G 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.

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Date Form Target Prev
Shares		 Current
Shares		 Change
(Percent)		 Ownership
(Percent)		 Change
(Percent)
2024-09-06 13D/A WEN / The Wendy's Company
2024-08-09 13D/A WEN / The Wendy's Company
2024-06-14 13D IVZ / Invesco Ltd. 33,940,096 27,223,734
2024-02-14 13G/A FERG / Ferguson Enterprises Inc. 11,267,446 4,984,504
2023-08-23 13D/A WEN / The Wendy's Company
2023-06-02 13D/A WEN / The Wendy's Company
2023-06-02 13D/A IVZ / Invesco Ltd. 34,909,352 33,940,096
2023-06-02 13D/A JHG / Janus Henderson Group plc 31,867,800 31,867,800
2023-03-03 13D/A WEN / The Wendy's Company
2023-02-16 13D/A IVZ / Invesco Ltd. 40,758,634 34,909,352
2023-02-14 13G/A FERG / Ferguson Enterprises Inc. 11,391,981 11,267,446
2023-01-31 13D/A IVZ / Invesco Ltd. 48,586,677 40,758,634
2023-01-25 13D/A IVZ / Invesco Ltd. 55,508,572 48,586,677
2023-01-13 13D/A WEN / The Wendy's Company
2022-11-15 13D/A JHG / Janus Henderson Group plc 31,867,800 31,867,800
2022-05-24 13D/A WEN / The Wendy's Company
2022-04-13 13G FERG / Ferguson Enterprises Inc. 11,391,981
2022-04-01 13D/A IVZ / Invesco Ltd. 48,504,114 55,508,572
2022-03-31 13D/A JHG / Janus Henderson Group plc 29,772,648 31,867,800
2022-03-25 13D/A IVZ / Invesco Ltd. 45,473,859 48,504,114
2022-03-09 13D/A JHG / Janus Henderson Group plc 28,272,648 29,772,648
2022-02-01 13D/A JHG / Janus Henderson Group plc 28,272,648 28,272,648
2022-02-01 13D/A IVZ / Invesco Ltd. 45,473,859 45,473,859
2022-01-06 13D/A JHG / Janus Henderson Group plc 28,272,648 28,272,648
2021-12-15 13D/A IVZ / Invesco Ltd. 45,457,427 45,473,859
2021-12-13 13D/A JHG / Janus Henderson Group plc 26,321,193 28,272,648
2021-11-16 13D/A JHG / Janus Henderson Group plc 24,606,902 26,321,193
2021-10-04 13D/A JHG / Janus Henderson Group plc 22,405,499 24,606,902
2021-07-19 13D/A JHG / Janus Henderson Group plc 20,667,628 22,405,499
2021-05-19 13D/A JHG / Janus Henderson Group plc 20,601,246 20,667,628
2021-05-12 13D/A JHG / Janus Henderson Group plc 18,066,612 20,601,246
2020-11-05 13D IVZ / Invesco Ltd. 45,457,427 45,457,427
2020-10-02 13D JHG / Janus Henderson Group plc 18,066,612
2020-10-02 13D IVZ / Invesco Ltd. 45,457,427
2020-08-12 13D/A NVT / nVent Electric plc 10,112,185 5,838,602
2020-07-30 13D/A NVT / nVent Electric plc 11,910,005 10,112,185
2020-07-02 13D/A NVT / nVent Electric plc 13,561,925 11,910,005
2020-05-01 13D/A NVT / nVent Electric plc 13,557,305 13,561,925
2019-08-16 13D/A WEN / The Wendy's Company
2019-05-17 13D/A NVT / nVent Electric plc 13,557,305
2019-05-17 13D/A 63936L100 / Navteq Corp 17,569,031 13,557,305
2019-03-20 13D/A SYY / Sysco Corporation 28,303,308 23,671,603
2019-03-07 13D/A WEN / The Wendy's Company
2018-12-07 13D/A PNR / Pentair plc 8,591,836 8,591,836
2018-12-06 13D/A PNR / Pentair plc 9,716,683 8,591,836
2018-11-29 13D/A SYY / Sysco Corporation 37,656,181 28,303,308
2018-10-30 13D/A PNR / Pentair plc 12,301,837 9,716,683
2018-09-13 13D/A SYY / Sysco Corporation 42,561,703 37,656,181
2018-09-11 13D/A PNR / Pentair plc 12,301,837 12,301,837
2018-08-15 13D/A PNR / Pentair plc 14,001,837 12,301,837
2018-06-14 13D/A SYY / Sysco Corporation 43,972,441 42,561,703
2018-06-01 13D/A NVT / nVent Electric plc 17,569,031
2018-06-01 13D/A PNR / Pentair plc 15,676,837 14,001,837
2018-06-01 13D/A 63936L100 / Navteq Corp 15,676,837 17,569,031
2018-05-17 13D/A WEN / The Wendy's Company
2018-05-16 13D/A WEN / The Wendy's Company
2018-05-09 13D/A NVT / nVent Electric plc 15,676,837
2018-05-09 13D/A 63936L100 / Navteq Corp 15,676,837
2018-05-01 13D/A PNR / Pentair plc 15,201,775 15,676,837
2018-02-27 13D/A WEN / The Wendy's Company
2017-06-06 13D/A WEN / The Wendy's Company
2017-05-18 13D/A PNR / Pentair plc 14,335,888 15,201,775
2016-12-07 13D/A WEN / The Wendy's Company
2016-12-06 13D/A SYY / Sysco Corporation 43,964,951 43,972,441
2016-06-09 13D/A SYY / Sysco Corporation 42,061,438 43,964,951
2016-05-10 13D/A PNR / Pentair plc 14,335,888 14,335,888
2016-04-12 13D/A US5249011058 / Legg Mason, Inc. 11,039,896 513,743
2016-02-22 13D/A PNR / Pentair plc 13,005,377 14,335,888
2015-12-15 13D/A WEN / The Wendy's Company
2015-09-08 13D/A PNR / Pentair plc 13,005,377 13,005,377
2015-09-02 13D/A SYY / Sysco Corporation 42,061,438 42,061,438
2015-08-20 13D/A SYY / Sysco Corporation 42,061,438 42,061,438
2015-08-14 13D SYY / Sysco Corporation 42,061,438
2015-07-29 13D/A PNR / Pentair plc 13,005,377 13,005,377
2015-07-20 13D/A WEN / The Wendy's Company
2015-07-13 13D/A PNR / Pentair plc 13,005,377 13,005,377
2015-07-09 13D/A WEN / The Wendy's Company
2015-06-30 13D PNR / Pentair plc 13,005,377
2015-06-26 13D/A WEN / The Wendy's Company
2015-06-19 13D/A WEN / The Wendy's Company
2015-06-03 13D/A WEN / The Wendy's Company
2015-05-28 13D/A US5249011058 / Legg Mason, Inc. 12,259,964 11,039,896
2015-04-06 13D/A US5249011058 / Legg Mason, Inc. 12,259,964
2015-02-20 13D/A IR / Ingersoll Rand Inc. 12,279,858
2015-02-12 13D/A IR / Ingersoll Rand Inc. 14,616,766
2015-02-12 13G/A LAZ / Lazard, Inc. 5,455,626
2015-02-12 13G/A ALLE / Allegion plc 2,076,317
2015-01-27 13D/A FDO / 2,364,405
2015-01-22 13D/A FDO / 8,366,386
2014-12-19 13D/A US5249011058 / Legg Mason, Inc. 12,887,964
2014-12-02 13D/A US5249011058 / Legg Mason, Inc. 12,887,964
2014-09-18 13D/A WEN / The Wendy's Company
2014-07-28 13D/A FDO / 8,366,386
2014-03-31 13D/A IR / Ingersoll Rand Inc. 17,224,823
2014-02-14 13G/A LAZ / Lazard, Inc. 7,394,704
2014-02-14 13G/A ALLE / Allegion plc 5,740,805
2014-01-16 13D/A WEN / The Wendy's Company
2014-01-14 13D/A WEN / The Wendy's Company
2013-12-11 13G ALLE / Allegion plc 5,740,805
2013-11-18 13D/A IR / Ingersoll Rand Inc. 18,026,126
2013-04-26 13D/A FDO / 8,444,597
2013-02-14 13G LAZ / Lazard, Inc. 6,291,304
2012-09-28 13D/A US5249011058 / Legg Mason, Inc. 12,884,337
2012-08-13 13D/A IR / Ingersoll Rand Inc. 21,072,305
2012-08-06 13D/A IR / Ingersoll Rand Inc. 21,072,305
2012-06-20 13D/A IR / Ingersoll Rand Inc. 21,072,305
2012-05-09 13D IR / Ingersoll Rand Inc. 21,072,305
2012-04-20 13G/A DPZ / Domino's Pizza, Inc. 2,571,811
2012-02-14 13G/A DPZ / Domino's Pizza, Inc. 4,150,000
2012-02-06 13D/A WEN / The Wendy's Company