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NP
Nelson Peltz
New YorkFinance
D
29
Giving Score
~$1.5B
Profile Summary
Nelson Peltz is a U.S. finance executive and investor based in New York, born in 1942. He has an estimated net worth of ~$1.5B RTB. SEC records identify him as associated with Trian Fund Management and companies including Wendy’s and Invesco SEC EDGAR.
Business & SEC Activity
SEC EDGAR lists 497 filings connected to Peltz, including 413 insider filings. His recent filings include Form 4 reports in February 2026, December 2025, and February 2025; Form 4 is the disclosure corporate insiders use to report transactions in a company’s securities SEC EDGAR. News reports in August 2026 said Trian Fund Management was considering a proposal to take Wendy’s private; one report said Trian owned about 16% of Wendy’s, while another said no formal bid had been made NewsAPI.
Philanthropy
The Nelson and Claudia Peltz Family Foundation reported $6,282,834 in assets, $1,115,612 in revenue, $1,530,202 in expenses, and $1,494,312 in grants paid for tax year 2023 ProPublica 990. The foundation is based in Palm Beach, Florida ProPublica 990.
Political Activity
The most recent 100 federal contribution records on file show at least $1,894,396 in contributions; these figures are a truncated sample covering January 20, 2023 through June 24, 2026, while the FEC reports 552 contributions in total FEC. The sample’s party classifications were Unknown: $1,394,000; Republican: $491,196; Democratic: $8,400; and Independent: $800 FEC. Its largest listed recipients were America PAC ($1,000,000), the Republican National Committee ($150,000), NRSC ($144,300), Wisconsin Victory Committee ($100,000), and Opportunity Matters Fund Action ($100,000) FEC.
These donations are matched to this person by name only, so some may belong to a different person with the same name: FEC filings can include a donor's employer and city, but our matching does not check them against what we know about this person.
In the News
August 2026 coverage focused on reports that Peltz’s Trian Fund Management was exploring a potential acquisition of Wendy’s, which was associated with an increase in Wendy’s share price NewsAPI. Reports described the potential transaction as under consideration rather than a formal offer NewsAPI.
U.S. Presence
residenceBedford, New York
Philanthropy
Foundations are matched to a person by name, not by trustee records — so a same-surname family foundation can land here in error. Every entity below links to its full IRS filing; if one doesn’t belong, tell us at hello@skylarkcreations.com and we’ll pull it.
$6.3MFoundation Assets
$1.5MGrants Paid
1Foundation
Nelson And Claudia Peltz Family FoundationPalm Beach, FL
Private independent foundation (IRS NTEE T22)
Assets: $6.3MRevenue: $1.1MGrants: $1.5MTax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit ExplorerPolitical Contributions
$1.9M+In Records We Hold
552Contributions On File
2023–2026Range Shown
These figures cover the 100 most recent of 552 federal contributions on file, not the full record. The total, party split, top recipients and dates below are all computed over that sample, so each is a floor rather than a complete figure.
By Party (in the sample)
Every party in this sample is listed here. The bars are rounded for display; unrounded they total exactly $1,894,396.
Top Recipients (in the sample)
AMERICA PAC$1.0M
REPUBLICAN NATIONAL COMMITTEE$150K
NRSC$144K
WISCONSIN VICTORY COMMITTEE$100K
OPPORTUNITY MATTERS FUND ACTION$100K
Matched by name only. These donations are matched to this person by name only, so some may belong to a different person with the same name: FEC filings can include a donor's employer and city, but our matching does not check them against what we know about this person.
SEC Filings
497Total Filings
413Insider Filings
9,969EDGAR Mentions
0000928265Personal CIK
Associated Companies
Entities appearing alongside this person in SEC full-text search — an association, not necessarily ownership or control. Follow each link to the primary SEC record to judge for yourself.
Recent Insider Filings
44
2/19/202644
12/10/202544
2/20/202544
12/6/202444
8/9/20244/A4/A
7/8/202444
7/8/202444
5/23/20244FORM 4 SUBMISSION
4/5/20244FORM 4 SUBMISSION
2/16/2024News Coverage
Coverage window: 2026-08-12 to 2026-08-20 · retrieved 8/22/2026
Score Breakdown
D
29
Giving score
The giving score is a weighted average of 2 components. The formula is open and versioned — the weight percentages below show how much each component contributes to the final score.
Philanthropy65% weight
Evidenced charitable giving — built on what they actually give each year, not parked assets. Dominated by generosity (annual giving relative to net worth — the share of your fortune you give), plus the absolute scale of that giving, plus a small nudge for signing the Giving Pledge (a commitment, not a realized action).
Data: ProPublica 990 charitable disbursements, net worth, The Giving Pledge registry
Data coverage35% weight
How much sourced public record we hold about this person — net worth, SEC filings, foundation 990s, news coverage, Wikidata. It measures our coverage, not how open the person is. Each further kind of record scores higher, up to eight. Political donation records matched to a person by name alone are not counted: they may belong to someone else with the same name. From October 7, 2026, our own AI-written summary and the profile photo are not counted either — neither is a public record — so grades that leaned on them moved down that day.
Data: SEC EDGAR, ProPublica 990s, GDELT / NewsAPI, Wikidata
Formula (v2): Giving score = 65% x Philanthropy + 35% x Data coverage
Scored on 10/16/2026 on a 0–100 scale. The score uses only the signals we have populated data for. Goal Impact, Controversy, and Community Approval are deferred until that data exists — Phase 1 goal adoption, controversy detection, and community votes respectively.
All data is sourced from public records. Each section links to its original source.