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.
The Wendy's Company (Nasdaq: WEN) files a range of documents with the U.S. Securities and Exchange Commission that provide detailed insight into its restaurant system, financing structure, governance and strategic priorities. These SEC filings include periodic reports and numerous Form 8‑K current reports that disclose material events affecting the company and its capital structure.
Recent 8‑K filings describe Wendy's use of a securitized financing facility through an indirect wholly owned subsidiary, Wendy's Funding, LLC. In these filings, the company outlines the issuance of Series 2025‑1 5.422% Fixed Rate Senior Secured Notes, Class A‑2, backed by most of its domestic and certain foreign revenue-generating assets, including franchise-related agreements, real estate and intellectual property. The filings explain how proceeds are used to refinance existing notes and debentures, pay transaction costs and support general corporate purposes such as growth initiatives, returns of capital and additional debt repayment.
Other 8‑K reports cover quarterly financial results, including systemwide sales, same-restaurant sales, restaurant openings, adjusted revenues, adjusted EBITDA, earnings per share, free cash flow, dividends and share repurchases. Governance-related filings disclose amendments to the company’s by-laws, leadership transitions, board changes and executive compensation arrangements, providing context on how Wendy's manages oversight and succession.
On this page, Stock Titan surfaces Wendy's SEC filings in real time as they are posted to EDGAR and applies AI-powered summaries to help readers interpret complex documents. For example, AI-generated highlights can clarify key terms in securitization indentures, summarize the impact of by-law amendments, or extract headline metrics from earnings-related 8‑K exhibits. Users can also review filings that relate to capital allocation policies, franchise system economics, and risk factors referenced in forward-looking statement sections.
Together, these filings form the primary regulatory record for The Wendy's Company, offering investors and analysts a structured view of the company’s financial condition, capital structure, governance framework and strategic initiatives.
Wendy's Co. (WEN) Form 4 reports that Director Bradley G. Peltz was granted 13,226 common shares on 07/24/2025 (Transaction code “A”). 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’s 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: • Nelson Peltz – 30,904,107 shares (16.09 %)
• Peter W. May – 30,697,418 shares (15.99 %)
• Trian Fund Management, L.P. – 14,943,466 shares (7.78 %)
• 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’s franchisee), to fill the vacancy.
- Voting agreement: Nelson Peltz and Peter May continue to share voting power over portions of each other’s 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.
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