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Nelson Peltz

Track

Insider profile

Currently holds positions in Sysco Corp, Madison Square Garden Sports Corp, Procter & Gamble Co, Legg Mason Inc and Wendys Co

Performance

Overall performance
3.2
Performance over holding periods
4.2
30 days 90 days 120 days
Average return 1% 8.2% 15.1%
Success rate 50% 68% 82%
Transactions
77 6% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 54%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance

Positions

Position Company Period
Independent Director Sysco Corp Aug. 21, 2015 -
Independent Director Madison Square Garden Sports Corp Sept. 30, 2015 -
Independent Director Procter & Gamble Co March 1, 2018 -
Independent Director Legg Mason Inc May 20, 2019 -
Non-Executive Chairman of the Board Wendys Co June 29, 2007 -
Independent Director Mondelez International Inc Jan. 21, 2014 - March 1, 2018
Director MSG Networks Inc Sept. 25, 2014 - Sept. 30, 2015
Independent Director Legg Mason Inc Oct. 27, 2009 - Dec. 1, 2014
Independent Director Trane Technologies PLC Aug. 10, 2012 - June 5, 2014
Independent Director Kraft Heinz Foods Co Sept. 15, 2006 - June 7, 2013
Nelson Peltz's trades of Unilever PLC's stock


Subscribe to get access to the transaction volume chart and in-chart transaction details
• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Activity signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2024-08-14 2024-08-13
NL Unilever PLC (ULVR)
S Sale
91,789
430.43
£77,896 		91,789 430.43 £77,896
2024-08-17 2024-08-12
NL Unilever PLC (ULVR)
S Sale
40,723
47.94
£839,869 		40,723 47.94 £839,869
2024-08-14 2024-08-12
NL Unilever PLC (ULVR)
S Sale
1,283
198.61
£4,659,046 		1,283 198.61 £4,659,046
2024-08-17 2024-08-09
NL Unilever PLC (ULVR)
S Sale
2,931,127
47.38
£138,876,797 		2,931,127 47.38 £138,876,797
2024-08-14 2024-08-09
NL Unilever PLC (ULVR)
S Sale
2,931,127
47.38
£138,876,797 		2,931,127 47.38 £138,876,797
2024-08-09 2024-08-08
US Wendys Co (WEN)
S Sale
1,000,000 -6.3%
17.18
US$17,180,000 		1,000,000 -6.3% 17.18 US$17,180,000
2023-11-14 2023-11-14
US Wendys Co (WEN)
S Sale
1,883,593 -10.6%
18.76
US$35,336,205 		1,883,593 -10.6% 18.76 US$35,336,205
2023-08-23 2023-08-22
US Wendys Co (WEN)
S Sale
2,905,569 -14.0%
20.30
US$58,983,051 		2,905,569 -14.0% 20.30 US$58,983,051
2023-06-02 2023-06-02
US Wendys Co (WEN)
S Sale
443,725 -2.1%
22.76
US$10,099,447 		443,725 -2.1% 22.76 US$10,099,447
2023-05-24 2023-05-22
US Wendys Co (WEN)
S Sale
529,417 -2.4%
22.73
US$12,035,501 		529,417 -2.4% 22.73 US$12,035,501
2023-03-03 2023-03-03
US Wendys Co (WEN)
S Sale
3,627,569 -14.3%
22.05
US$79,987,896 		3,627,569 -14.3% 22.05 US$79,987,896
2023-02-17 2023-02-15
NL Unilever PLC (ULVR)
S Sale
1,661,153
42.60
£70,765,118 		1,661,153 42.60 £70,765,118
2022-03-15 2022-03-15
B Purchase
162,638 +0.5%
33.85
US$5,505,735 		162,638 +0.5% 33.85 US$5,505,735
2022-03-15 2022-03-14
B Purchase
500,000 +1.6%
33.75
US$16,873,650 		500,000 +1.6% 33.75 US$16,873,650
2022-03-15 2022-03-11
B Purchase
750,000 +2.5%
32.41
US$24,306,450 		750,000 +2.5% 32.41 US$24,306,450
2022-03-09 2022-03-09
B Purchase
500,434 +1.7%
31.91
US$15,969,249 		500,434 +1.7% 31.91 US$15,969,249
2022-03-09 2022-03-08
B Purchase
308,260 +1.1%
30.66
US$9,449,772 		308,260 +1.1% 30.66 US$9,449,772
2022-03-09 2022-03-07
B Purchase
691,306 +2.4%
30.02
US$20,750,172 		691,306 +2.4% 30.02 US$20,750,172
2021-08-12 2021-08-10
S Sale
315,295 -5.4%
142.15
US$44,819,783 		315,295 -5.4% 142.15 US$44,819,783
2021-06-09 2021-06-08
US Sysco Corp (SYY)
S Sale
800,000 -4.3%
80.17
US$64,132,720 		800,000 -4.3% 80.17 US$64,132,720
2021-06-09 2021-06-07
US Sysco Corp (SYY)
S Sale
650,000 -3.4%
79.56
US$51,712,245 		650,000 -3.4% 79.56 US$51,712,245
2021-05-27 2021-05-27
US Sysco Corp (SYY)
S Sale
400 -0.0%
81.75
US$32,699 		400 -0.0% 81.75 US$32,699
2021-05-27 2021-05-27
US Sysco Corp (SYY)
S Sale
357,484 -1.8%
81.08
US$28,985,518 		357,484 -1.8% 81.08 US$28,985,518
2021-05-27 2021-05-26
US Sysco Corp (SYY)
S Sale
760,000 -3.7%
81.27
US$61,766,264 		760,000 -3.7% 81.27 US$61,766,264
2021-05-27 2021-05-25
US Sysco Corp (SYY)
S Sale
160,000 -0.8%
81.73
US$13,077,488 		160,000 -0.8% 81.73 US$13,077,488
2021-05-06 2021-05-06
S Sale
6,000 -0.1%
135.01
US$810,072 		6,000 -0.1% 135.01 US$810,072
2021-05-06 2021-05-06
S Sale
990,387 -13.9%
134.63
US$133,338,278 		990,387 -13.9% 134.63 US$133,338,278
2021-05-06 2021-05-05
S Sale
766,810 -9.7%
134.30
US$102,983,273 		766,810 -9.7% 134.30 US$102,983,273
2021-05-06 2021-05-04
S Sale
62,770 -0.8%
135.29
US$8,492,229 		62,770 -0.8% 135.29 US$8,492,229
2021-05-06 2021-05-04
S Sale
937,230 -10.6%
134.61
US$126,161,655 		937,230 -10.6% 134.61 US$126,161,655
2021-02-17 2021-02-17
S Sale
139,294 -1.5%
129.15
US$17,989,500 		139,294 -1.5% 129.15 US$17,989,500
2021-02-17 2021-02-17
S Sale
283,334 -3.0%
128.53
US$36,416,664 		283,334 -3.0% 128.53 US$36,416,664
2021-02-17 2021-02-16
S Sale
107,372 -1.1%
128.00
US$13,743,691 		107,372 -1.1% 128.00 US$13,743,691
2021-02-05 2021-02-03
S Sale
408,880 -4.2%
128.71
US$52,626,045 		408,880 -4.2% 128.71 US$52,626,045
2020-12-04 2020-12-03
US Sysco Corp (SYY)
S Sale
64,379 -0.3%
73.68
US$4,743,187 		64,379 -0.3% 73.68 US$4,743,187
2020-12-04 2020-12-03
US Sysco Corp (SYY)
S Sale
185,621 -0.9%
73.19
US$13,586,343 		185,621 -0.9% 73.19 US$13,586,343
2020-12-04 2020-12-02
US Sysco Corp (SYY)
S Sale
550,000 -2.6%
72.92
US$40,107,375 		550,000 -2.6% 72.92 US$40,107,375
2020-11-30 2020-11-30
S Sale
24,669 -0.3%
138.14
US$3,407,657 		24,669 -0.3% 138.14 US$3,407,657
2020-11-30 2020-11-30
S Sale
281,898 -2.8%
137.24
US$38,688,471 		281,898 -2.8% 137.24 US$38,688,471
2020-11-27 2020-11-27
US Sysco Corp (SYY)
S Sale
2,400 -0.0%
72.07
US$172,968 		2,400 -0.0% 72.07 US$172,968
2020-11-27 2020-11-27
US Sysco Corp (SYY)
S Sale
74,277 -0.3%
71.42
US$5,304,952 		74,277 -0.3% 71.42 US$5,304,952
2020-11-27 2020-11-25
US Sysco Corp (SYY)
S Sale
743,323 -3.3%
72.06
US$53,562,592 		743,323 -3.3% 72.06 US$53,562,592
2020-11-27 2020-11-24
US Sysco Corp (SYY)
S Sale
38,049 -0.2%
73.59
US$2,800,125 		38,049 -0.2% 73.59 US$2,800,125
2020-11-27 2020-11-24
US Sysco Corp (SYY)
S Sale
371,163 -1.6%
72.86
US$27,041,080 		371,163 -1.6% 72.86 US$27,041,080
2020-11-20 2020-11-19
US Sysco Corp (SYY)
S Sale
1,083,232 -4.6%
72.06
US$78,061,381 		1,083,232 -4.6% 72.06 US$78,061,381