Nelson Peltz

Nelson Peltz (born 1942) is a U.S.-based finance figure in New York with an estimated net worth of ~$1.5B. SEC records show he is associated with Trian Fund Management, L.P. and has appeared in filings connected to public companies including Wendy’s (WEN) and Invesco (IVZ). RTB SEC EDGAR

Business & SEC Activity

SEC EDGAR lists Nelson Peltz under personal CIK 0000928265 and shows 496 total filings, including 413 insider filings. Insider filings are largely Form 4 reports, which disclose changes in ownership (buys, sells, or other transactions) by insiders and large holders; recent Form 4 activity includes filings dated 2024-02-16, 2024-04-05, 2024-05-23, 2024-07-08 (and 4/A amendment), 2024-08-09, 2024-12-06, 2025-02-20, 2025-12-10, and 2026-02-19. The SEC company list tied to these filings includes Trian Fund Management, L.P., Wendy’s, Invesco, Family Dollar Stores, and Legg Mason. SEC EDGAR

Philanthropy

Two foundations are listed in 2023 Form 990 data: the Joseph J Peltz Foundation Inc (NY) and the Nelson And Claudia Peltz Family Foundation (FL). In 2023, both reported $0 in grants paid, despite combined total foundation assets of $6,783,327 (with $6,282,834 held by the Nelson And Claudia Peltz Family Foundation). Reported 2023 totals include $1,282,037 in combined revenue and $1,553,127 in combined expenses across the two foundations. ProPublica 990

Political Activity

FEC itemized contributions from 2022-11-01 to 2025-10-30 total $2,034,796 across 100 contributions. Top recipients include AMERICA PAC ($1,000,000), the Republican National Committee ($286,500), the Wisconsin Victory Committee ($100,000), NRSC ($100,000), and Opportunity Matters Fund Action ($100,000). The party breakdown shows $570,796 to Republican recipients, $8,400 to Democratic recipients, $800 to independent recipients, and $1,454,800 categorized as unknown. FEC