Trian Fund Management, L.P.

CIK 1345471 · View on SEC EDGAR ↗

Activist

First SEC filing: May 14, 2026 · Latest: May 14, 2026

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Institution

View 13F portfolio

Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Jan. 30, 2023 IVZ S 786,378 $18.11 $14,241,306 45,419,188 Indirect -1.70% Disposed 77.7% (price as of 2026-08-21)
Jan. 27, 2023 IVZ S 2,367,477 $18.42 $43,608,926 46,205,566 Indirect -4.87% Disposed 74.8% (price as of 2026-08-21)
Jan. 25, 2023 IVZ S 2,374,019 $18.10 $42,969,744 48,573,043 Indirect -4.66% Disposed 77.8% (price as of 2026-08-21)
Jan. 24, 2023 IVZ S 1,011,084 $18.56 $18,765,719 50,947,062 Indirect -1.95% Disposed 73.4% (price as of 2026-08-21)
Jan. 23, 2023 IVZ S 3,786,854 $19.02 $72,025,963 51,958,146 Indirect -6.79% Disposed 69.2% (price as of 2026-08-21)
April 4, 2022 IVZ P 250,062 $23.46 $5,866,455 55,745,000 Indirect +0.45% Acquired 37.2% (price as of 2026-08-21)
April 1, 2022 IVZ P 1,474,538 $23.13 $34,106,064 55,494,938 Indirect +2.73% Acquired 39.2% (price as of 2026-08-21)
March 31, 2022 IVZ P 2,000,000 $23.07 $46,140,000 54,020,400 Indirect +3.84% Acquired 39.5% (price as of 2026-08-21)
March 30, 2022 IVZ P 1,500,000 $23.36 $35,040,000 52,020,400 Indirect +2.97% Acquired 37.8% (price as of 2026-08-21)
March 29, 2022 IVZ P 1,273,501 $23.20 $29,545,223 50,520,400 Indirect +2.59% Acquired 38.7% (price as of 2026-08-21)
March 28, 2022 IVZ P 756,419 $22.15 $16,754,681 49,246,899 Indirect +1.56% Acquired 45.3% (price as of 2026-08-21)
March 25, 2022 IVZ P 720,080 $22.01 $15,848,961 48,490,480 Indirect +1.51% Acquired 46.3% (price as of 2026-08-21)
March 24, 2022 IVZ P 682,437 $21.77 $14,856,653 47,770,400 Indirect +1.45% Acquired 47.9% (price as of 2026-08-21)
March 23, 2022 IVZ P 1,026,508 $21.52 $22,090,452 47,087,963 Indirect +2.23% Acquired 49.6% (price as of 2026-08-21)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Initial ownership (Form 3) 3 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
March 25, 2022 IVZ Common Stock 46,061,455 Indirect
March 25, 2022 IVZ Common Stock 13,634 Indirect
Jan. 19, 2022 JHG Common Stock 28,272,648 Indirect