Nelson Peltz

Nelson Peltz is a U.S. finance investor born in 1942 and identified with New York. His net worth is estimated at ~$1.5 billion. SEC records link him to Trian Fund Management and filings involving companies including Wendy’s, Invesco and Family Dollar Stores. RTB SEC EDGAR

Business & SEC Activity

SEC records list 497 filings associated with Peltz, including 413 insider filings. Form 4 filings report changes in an insider’s beneficial ownership of a company’s securities; the records include Form 4 and amended Form 4 filings as recently as February 2026. SEC EDGAR

Philanthropy

The Nelson And Claudia Peltz Family Foundation reported $6,282,834 in total assets, $1,115,612 in revenue, $1,530,202 in expenses and $1,494,312 in grants paid for tax year 2023. The foundation is based in Palm Beach, Florida. ProPublica 990

Political Activity

Peltz has at least 100 federal contributions in the available records; the figures below cover only the most recent 100 contributions on file. That sample recorded $2,034,796 in contributions, including $1,000,000 to America PAC, $286,500 to the Republican National Committee, $100,000 each to the Wisconsin Victory Committee, NRSC and Opportunity Matters Fund Action, and party-coded amounts of $570,796 to Republicans, $8,400 to Democrats, $800 to independents and $1,454,800 with no listed party code. FEC

In the News

News reports in August 2026 said Trian Fund Management, led by Peltz, was considering taking Wendy’s private; the reports said no formal bid had been made at that point. Coverage also reported that Trian owned about 16% of Wendy’s and that the company’s stock rose following the takeover speculation. NewsAPI