Welcome to our dedicated page for Wendy's 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.
The Wendy's Company files SEC reports that document its quick-service restaurant system, Nasdaq-listed common stock, operating results, governance matters, and capital structure. Its 8-K filings cover quarterly and annual results, Regulation FD disclosures, material agreements, shareholder voting matters, and other company events tied to franchise operations, restaurant sales, royalties, fees, and advertising funds.
WEN filings also include proxy materials covering board and shareholder governance, ownership-related disclosures such as Schedule 13D amendments, and financing records for subsidiary-issued securitized notes. Those financing disclosures describe collateral tied to franchise-related agreements, real estate assets, and intellectual property and license agreements within the Wendy's system.
Vanguard Portfolio Management LLC reports beneficial ownership of common stock of The Wendy’s Company. The filing states beneficial ownership of 10,450,899 shares, representing 5.48% of the class as of June 30, 2026.
Vanguard Portfolio Management has sole voting power over 149,167 shares and sole dispositive power over 10,450,899 shares, with no shared voting or dispositive power. The position reflects securities held by various Vanguard-affiliated entities and managed accounts, and no other individual person’s interest in these securities exceeds 5% of the class.
BlackRock, Inc. reports beneficial ownership of Wendy's Co common stock on an amended Schedule 13G. BlackRock and its reporting business units beneficially own 24,419,760 shares of Wendy's common stock, representing 12.8% of the class. BlackRock has sole voting power over 24,139,957 shares and sole dispositive power over 24,419,760 shares, with no shared voting or dispositive power reported. The filing notes that iShares Core S&P Small-Cap ETF has an interest in Wendy's common stock that exceeds five percent of the total outstanding shares.
The Wendy’s Company approved a one-time restricted stock unit award with a grant date fair value of $500,000 for E.J. Wunsch, President, International, under its 2020 Omnibus Award Plan.
The award will be granted effective August 11, 2026 and will vest in substantially equal installments on each of the first two anniversaries of the grant date, subject to Mr. Wunsch’s continued employment. The grant follows the appointment of Robert D. Wright as President and Chief Executive Officer and is intended to maintain continuity and recognize the performance and growth of the company’s international business.
MAY PETER W reported acquisition or exercise transactions in this Form 4 filing.
Wendy's director Peter W. May received a grant of 4,262 shares of common stock at $6.98 per share. The shares were issued under the company’s 2020 Omnibus Award Plan in lieu of quarterly Board and Board committee cash retainer fees, with the price based on a 20‑day average closing price.
Following this grant, May directly holds 5,567,276 common shares. In addition, entities referred to as Trian Partners hold 14,943,466 common shares, over which Trian Fund Management, L.P. determines investment and voting decisions. May, as president and a founding partner of Trian Fund Management and a member of related general partner entities, may be deemed to share voting and dispositive power over these shares, while the reporting persons disclaim beneficial ownership except to the extent of their pecuniary interest.
Peltz Bradley G. reported acquisition or exercise transactions in this Form 4 filing.
Wendy's Co director Bradley G. Peltz received a stock award instead of cash board fees. On June 29, 2026, he was granted 3,527 shares of common stock at $6.98 per share under the company’s 2020 Omnibus Award Plan, raising his direct holdings to 48,954 shares. He also has 132,397 shares held indirectly through the Peltz 2009 Family Trust. The award represents routine compensation for quarterly Board and committee retainer fees.
Wendy's Co reported that its CFO and Chief Strategy Officer, Steven Cirulis, received new equity awards. He was granted 39,536 restricted stock units and options on 707,811 shares of common stock at an exercise price of $6.26 per share. Both the options and the restricted stock units vest in three equal installments on June 23, 2027, 2028, and 2029, contingent on his continued employment. Each restricted stock unit represents the right to receive one share of common stock, and the awards include related tax withholding and net exercise features.
Wendy's Co filed an initial beneficial ownership report for executive Steven Cirulis, who serves as CFO & Chief Strategy Officer. This Form 3 does not list any specific share transactions or derivative positions and functions as a baseline disclosure of his status as a company officer.
The Wendy’s Company announced a Chief Financial Officer transition. The Board appointed Steve Cirulis as Chief Financial Officer and Chief Strategy Officer, effective June 23, 2026. He will report to President and CEO Bob Wright and join the senior leadership team.
Current CFO Ken Cook will cease serving as CFO on the effective date and his employment will be terminated without cause effective July 31, 2026, with severance consistent with a termination without cause and an enhanced 24 months of salary continuation in recognition of his prior interim CEO service.
Cirulis’ employment letter provides a $675,000 annual base salary and an annual bonus target equal to 90% of salary, with payout from zero to 200% of target based on performance. He will receive long-term incentives with an initial annualized grant date target fair value of $1,650,000, including PSUs, RSUs and stock options, and will be eligible for severance benefits if terminated without cause or within 12 months after a change in control, subject to a release.
Radkoski Lindsay J. reported acquisition or exercise transactions in this Form 4 filing.
Wendy's Co chief marketing officer, U.S., Lindsay J. Radkoski received multiple restricted stock unit (RSU) awards tied to common stock. On June 15, 2026, she was granted RSUs in separate lots of 1,107, 221, 657, 110, 44, 182 and 12 units, each representing a contingent right to one share of common stock.
The RSUs carry tandem dividend equivalent and tax withholding rights. According to the disclosures, different RSU tranches vest between August 5, 2026 and August 15, 2028, with specific grants vesting on dates such as August 11, 2026, December 7, 2026, and August 12, 2026–2028. All vesting is conditioned on Ms. Radkoski’s continued employment with the company on the applicable vesting dates.
Spessard Matthew P reported acquisition or exercise transactions in this Form 4 filing.
Wendy's Co Chief Information Officer Matthew P. Spessard reported new equity awards in the form of restricted stock units (RSUs). On June 15, 2026 he was granted several RSU awards and related dividend equivalent units totaling 1,294 units at no cash cost, each representing a contingent right to receive one share of common stock. The RSUs carry tandem dividend equivalent and tax withholding rights and vest over multiple future dates, including remaining installments in August 2026, August 2027, February 2027, February 2028 and August 2028, subject to his continued employment. Following these awards, Spessard directly holds 63,949 RSUs in total.