JOSEPH A LEVATO
CIK 1014054 · last filed 2024-03-19
"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.
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Disclosed Exposure
$187.6K
Companies
2
Total Filings
70
Lifetime Open-Market Net
-$415.4K
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| WEN | Director | 30,407 | $6.17 | $187.6K | -$383.6K | 64 | 2024-03-19 |
| Wendy's Co (TRY.B) Delisted | Director | 14,369 | — | — | -$31.8K | 5 | 2008-09-17 |
Recent Filings · Page 7 of 7
70 filingsInsider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2012-05-29 | WEN | Grant (A) | — | $0 | EDGAR |
| 2012-03-19 | WEN | Grant (A) | — | $0 | EDGAR |
| 2011-05-31 | WEN | Grant (A) | — | $0 | EDGAR |
| 2010-06-03 | WEN | Grant (A) | — | $0 | EDGAR |
| 2009-06-01 | WEN | Grant (A) | — | $0 | EDGAR |
| 2008-09-17 | Wendy's Co (TRY.B) Delisted | Grant (A) | — | $0 | EDGAR |
| 2008-01-02 | Wendy's Co (TRY.B) Delisted | Gift (G) | −17,400 | $0 | EDGAR |
| 2007-06-07 | Wendy's Co (TRY.B) Delisted | Grant (A) | — | $0 | EDGAR |
| 2007-05-25 | Wendy's Co (TRY.B) Delisted | Sell (S) | −2,000 | -$31.8K | EDGAR |
| 2007-05-07 | Wendy's Co (TRY.B) Delisted | Mixed | +5,305 | -$62.7K | EDGAR |
Showing 61–70 of 70
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Page 7 of 7
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
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.
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.