JOSEPH A LEVATO
CIK 1014054 · last filed 2024-03-19
JOSEPH A LEVATO is a corporate insider who has filed 70 SEC Form 4 insider transactions across 2 companies since 2007. The most recent filing, for WEN, was dated Mar 19, 2024. Across all open-market trades the lifetime net is −$415.4K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $188.5K across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$188.5K
2
70
-$415.4K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| WEN | Director | 30,407 | $6.20 | $188.5K | -$383.6K | 64 | 2024-03-19 |
| Wendy's Co (TRY.B) Delisted | Director | 14,369 | — | — | -$31.8K | 5 | 2008-09-17 |
Recent Filings
70 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-03-19 | WEN | Grant (A) | — | $0 | EDGAR |
| 2023-12-19 | WEN | Grant (A) | — | $0 | EDGAR |
| 2023-12-04 | WEN | Sell (S) | −20,000 | -$383.6K | EDGAR |
| 2023-11-30 | WEN | Notice (144) | −20,000 | -$375.6K | EDGAR |
| 2023-09-19 | WEN | Grant (A) | — | $0 | EDGAR |
| 2023-06-20 | WEN | Grant (A) | — | $0 | EDGAR |
| 2023-05-18 | WEN | Grant (A) | +6,601 | $0 | EDGAR |
| 2023-03-17 | WEN | Grant (A) | — | $0 | EDGAR |
| 2022-12-19 | WEN | Grant (A) | — | $0 | EDGAR |
| 2022-09-19 | WEN | Grant (A) | — | $0 | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.