TRIAN FUND MANAGEMENT, L.P.

HTTPS://WWW.LINKEDIN.COM/COMPANY/TRIAN-FUND-MANAGEMENT-L-P- • NEW YORK, NY • Investment Advisor • Hedge Fund • Billionaires Group • Activist Investor How do I update this listing?

Download 13F Summary Create Email Alert

Subscription Required

Equal-WT
WhaleScore 2.0 ?

80

S&P 500
WhaleScore ?

Subscription Required

Original
WhaleScore ?

Trian Fund Management is based out of New York and is run by Nelson Peltz. Trian Fund Management is a hedge fund with 32 clients and discretionary assets under management (AUM) of $7,633,947,921 (Form ADV from 2022-03-31). Their last reported 13F filing for Q1 2022 included $5,972,718,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Trian Fund Management's largest holding is Ferguson PLC with shares held of 11,402,731. Trian Fund Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 54 13F filings, 141 13D filings, 10 13G filings, and 32 Form 4 filings

03/31/2022

13F Activity

  • Market Value $5.973 Billion
  • Prior Market Value $7.459 Billion
  • New Purchases0 stocks
  • Additional Purchases5 stocks
  • Sold out of1 stock
  • Reduced holdings in2 stocks
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:12.50%
  • Turnover Alt % [2]: 5.86 %
  • Time Held Top20:22.63 quarters
  • Time Held Top10:22.63 quarters
  • Time Held All:22.63 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-05-16

Performance for Q1 2022: -14.47%
Performance Last 4 Quarters: -14.67%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Click to See Additional Filters

Security Types:

Refresh
*Shares are split adjusted

Global (ex. US) Holdings

A premium subscription (standard or higher) is required to view global (non-US) holdings

Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

View Last Form Adv Compilation Report on Record

TRIAN FUND MANAGEMENT, L.P.
Classified as Hedge Fund
280 PARK AVENUE, 41ST FLOOR
NEW YORK NY    10017-1217
Country: United States
Business Phone: 212-451-3000
Fax: 212-451-3134
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 37
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 2,741,040,000
Total Number of Clients: 32
Amount of client funds and securities by related persons: 8,189,240,000
Total Number of clients from related persons: 22
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year

Loading...

TRIAN FUND MANAGEMENT, L.P.

ownership team - last updated 2022-03-31
Name Title Start Date Direct/Indirect % Ownership
GARDEN, EDWARD, PATRICK CHIEF INVESTMENT OFFICER AND LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER AND LIMITED PARTNER direct 2005-09-01
PELTZ, NELSON, ("NMN") CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER 09/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER direct 2005-09-01
MAY, PETER, WILLIAM PRESIDENT AND LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. PRESIDENT AND LIMITED PARTNER direct 2005-09-01
TRIAN FUND MANAGEMENT GP, LLC GENERAL PARTNER 09/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN CAPITAL ADVISERS, LLC GENERAL PARTNER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. GENERAL PARTNER direct 2005-09-01
PELTZ, MATTHEW, HEFFNER CO-HEAD OF RESEARCH AND LIMITED PARTNER 12/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. SENIOR ANALYST AND LIMITED PARTNER direct 2011-12-01
MARX, DANIEL, ROBERT CO-GENERAL COUNSEL 01/01/2022 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL direct 2021-03-01
ROSEN, STUART, IRA GENERAL COUNSEL 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. GENERAL COUNSEL direct 2005-11-01
TRIAN FUND MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER direct 2010-06-01
SCHORR, BRIAN, LEWIS CHIEF LEGAL OFFICER 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF LEGAL OFFICER direct 2005-11-01
JEROW, JOHN, GORDON CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL 05/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOUNT KELLETT CAPITAL MANAGEMENT LP GENERAL COUNSEL (MOUNT KELLETT CAPITAL MANAGEMENT LP) direct 2012-11-01
KERRISDALE ADVISERS, LLC GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2015-07-01
WEEDMAN, LEONARD, WILLIAM CHIEF FINANCIAL OFFICER 06/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF FINANCIAL OFFICER direct 2019-06-01
FRANK, JOSHUA, DAVID CO-HEAD OF RESEARCH 07/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CO-HEAD OF RESEARCH direct 2020-07-01
GARDEN, EDWARD, PATRICK MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER AND LIMITED PARTNER direct 2005-09-01
PELTZ, NELSON, ("NMN") MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER direct 2005-09-01
MAY, PETER, WILLIAM MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. PRESIDENT AND LIMITED PARTNER direct 2005-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TRIAN PARTNERS AM PARALLEL FUND, LTD. Cayman Islands 805-4892222474 Hedge Fund 283,033,523 0 Master Fund
TRIAN PARTNERS AM FUND, LTD. Cayman Islands 805-8946014030 Hedge Fund 540,236,779 100,000,000 Master Fund
TRIAN SPV XV, LTD. Cayman Islands 805-2877696328 Hedge Fund 123,550,848 25,000,000 Master Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-N, L.P. United States 805-2959632401 Hedge Fund 1,235,838,026 0
TRIAN PARTNERS FUND (SUB)-G, L.P. United States 805-6311436807 Hedge Fund 107,607,219 0 Master Fund
TRIAN PARTNERS STRATEGIC FUND-G III, L.P. United States 805-7465350871 Hedge Fund 146,704,244 0
TRIAN PARTNERS STRATEGIC FUND-G II, L.P. United States 805-5210271702 Hedge Fund 297,348,923 0
TRIAN PARTNERS STRATEGIC FUND-K, L.P. United States 805-1953697368 Hedge Fund 352,499,440 0
TRIAN INVESTORS 1, L.P. (INCORPORATED) Guernsey 805-6319205942 Hedge Fund 728,721,990 0
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-A, L.P. United States 805-9934854463 Hedge Fund 515,048,246 0
TRIAN SPV (SUB) X, L.P. United States 805-2843848627 Hedge Fund 384,190,962 50,000,000 Master Fund
TRIAN PARTNERS II, L.P. United States 805-5600784280 Hedge Fund 150,615,758 1,000,000 Feeder Fund
TRIAN PARTNERS MASTER FUND, L.P. Cayman Islands 805-1511041585 Hedge Fund 1,377,732,941 0 Master Fund
TRIAN PARTNERS, LTD. Cayman Islands 805-9788899998 Hedge Fund 1,071,410,201 10,000,000 Feeder Fund
TRIAN PARTNERS PARALLEL FUND I, L.P. United States 805-9556521608 Hedge Fund 112,642,222 0
TRIAN PARTNERS, L.P. United States 805-5365773517 Hedge Fund 1,118,286,633 10,000,000 Master Fund
TRIAN PARTNERS CO-INVESTMENT OPPORTUNITIES FUND, LTD. Cayman Islands 805-7972515293 Hedge Fund 571,340,560 10,000,000 Master Fund
TRIAN PARTNERS STRATEGIC FUND-C, LTD. Cayman Islands 805-5777015607 Hedge Fund 10,674,836 0 Master Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-D, L.P. Cayman Islands 805-5089735367 Hedge Fund 11,529,052 0 Master Fund
TRIAN PARTNERS II, LTD. Cayman Islands 805-4335804760 Hedge Fund 67,409,644 1,000,000 Feeder Fund
TRIAN SPV XVI, LTD. Cayman Islands 805-4789948710 Hedge Fund 73,048,015 25,000,000 Master Fund

TRIAN FUND MANAGEMENT, L.P.

ownership team - last updated 2021-05-04
Name Title Start Date Direct/Indirect % Ownership
GARDEN, EDWARD, PATRICK CHIEF INVESTMENT OFFICER AND LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER AND LIMITED PARTNER direct 2005-09-01
PELTZ, NELSON, ("NMN") CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER 09/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER direct 2005-09-01
MAY, PETER, WILLIAM PRESIDENT AND LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. PRESIDENT AND LIMITED PARTNER direct 2005-09-01
TRIAN FUND MANAGEMENT GP, LLC GENERAL PARTNER 09/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN CAPITAL ADVISERS, LLC GENERAL PARTNER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. GENERAL PARTNER direct 2005-09-01
PELTZ, MATTHEW, HEFFNER CO-HEAD OF RESEARCH AND LIMITED PARTNER 12/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. SENIOR ANALYST AND LIMITED PARTNER direct 2011-12-01
ROSEN, STUART, IRA GENERAL COUNSEL 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. GENERAL COUNSEL direct 2005-11-01
TRIAN FUND MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER direct 2010-06-01
SCHORR, BRIAN, LEWIS CHIEF LEGAL OFFICER 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF LEGAL OFFICER direct 2005-11-01
JEROW, JOHN, GORDON CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL 05/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOUNT KELLETT CAPITAL MANAGEMENT LP GENERAL COUNSEL (MOUNT KELLETT CAPITAL MANAGEMENT LP) direct 2012-11-01
KERRISDALE ADVISERS, LLC GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2015-07-01
WEEDMAN, LEONARD, WILLIAM CHIEF FINANCIAL OFFICER 06/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF FINANCIAL OFFICER direct 2019-06-01
FRANK, JOSHUA, DAVID CO-HEAD OF RESEARCH 07/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CO-HEAD OF RESEARCH direct 2020-07-01
GARDEN, EDWARD, PATRICK MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER AND LIMITED PARTNER direct 2005-09-01
PELTZ, NELSON, ("NMN") MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER direct 2005-09-01
MAY, PETER, WILLIAM MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. PRESIDENT AND LIMITED PARTNER direct 2005-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TRIAN PARTNERS AM PARALLEL FUND, LTD. Cayman Islands 805-4892222474 Hedge Fund 0 0 Master Fund
TRIAN PARTNERS AM FUND, LTD. Cayman Islands 805-8946014030 Hedge Fund 320,525,496 100,000,000 Master Fund
TRIAN SPV XV, LTD. Cayman Islands 805-2877696328 Hedge Fund 134,835,794 25,000,000 Master Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-N, L.P. United States 805-2959632401 Hedge Fund 1,171,600,554 0
TRIAN PARTNERS FUND (SUB)-G, L.P. United States 805-6311436807 Hedge Fund 97,348,630 0 Master Fund
TRIAN PARTNERS STRATEGIC FUND-G III, L.P. United States 805-7465350871 Hedge Fund 141,550,184 0
TRIAN PARTNERS STRATEGIC FUND-G II, L.P. United States 805-5210271702 Hedge Fund 288,105,751 0
TRIAN PARTNERS STRATEGIC FUND-K, L.P. United States 805-1953697368 Hedge Fund 329,632,414 0
TRIAN INVESTORS 1, L.P. (INCORPORATED) Guernsey 805-6319205942 Hedge Fund 592,915,803 0
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-A, L.P. United States 805-9934854463 Hedge Fund 794,183,946 0
TRIAN SPV (SUB) X, L.P. United States 805-2843848627 Hedge Fund 347,744,920 50,000,000 Master Fund
TRIAN PARTNERS II, L.P. United States 805-5600784280 Hedge Fund 158,455,110 1,000,000 Feeder Fund
TRIAN PARTNERS MASTER FUND, L.P. Cayman Islands 805-1511041585 Hedge Fund 1,752,467,359 0 Master Fund
TRIAN PARTNERS, LTD. Cayman Islands 805-9788899998 Hedge Fund 1,415,700,084 10,000,000 Feeder Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND II, L.P. United States 805-2683947978 Hedge Fund 0 25,000,000
TRIAN PARTNERS PARALLEL FUND I, L.P. United States 805-9556521608 Hedge Fund 249,401,041 0
TRIAN PARTNERS, L.P. United States 805-5365773517 Hedge Fund 1,257,752,311 10,000,000 Master Fund
TRIAN PARTNERS CO-INVESTMENT OPPORTUNITIES FUND, LTD. Cayman Islands 805-7972515293 Hedge Fund 943,607,691 10,000,000 Master Fund
TRIAN PARTNERS STRATEGIC CO-INVESTMENT FUND-A, L.P. United States 805-4593046839 Hedge Fund 155,875,666 0
TRIAN PARTNERS STRATEGIC FUND-C, LTD. Cayman Islands 805-5777015607 Hedge Fund 262,699,000 0 Master Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-D, L.P. Cayman Islands 805-5089735367 Hedge Fund 322,856,678 0 Master Fund
TRIAN PARTNERS II, LTD. Cayman Islands 805-4335804760 Hedge Fund 70,619,592 1,000,000 Feeder Fund

TRIAN FUND MANAGEMENT, L.P.

ownership team - last updated 2021-03-31
Name Title Start Date Direct/Indirect % Ownership
GARDEN, EDWARD, PATRICK CHIEF INVESTMENT OFFICER AND LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER AND LIMITED PARTNER direct 2005-09-01
PELTZ, NELSON, ("NMN") CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER 09/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER direct 2005-09-01
MAY, PETER, WILLIAM PRESIDENT AND LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. PRESIDENT AND LIMITED PARTNER direct 2005-09-01
TRIAN FUND MANAGEMENT GP, LLC GENERAL PARTNER 09/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN CAPITAL ADVISERS, LLC GENERAL PARTNER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. GENERAL PARTNER direct 2005-09-01
PELTZ, MATTHEW, HEFFNER CO-HEAD OF RESEARCH AND LIMITED PARTNER 12/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. SENIOR ANALYST AND LIMITED PARTNER direct 2011-12-01
MARX, DANIEL, ROBERT CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL 03/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL direct 2021-03-01
ROSEN, STUART, IRA GENERAL COUNSEL 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. GENERAL COUNSEL direct 2005-11-01
TRIAN FUND MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER direct 2010-06-01
SCHORR, BRIAN, LEWIS CHIEF LEGAL OFFICER 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF LEGAL OFFICER direct 2005-11-01
WEEDMAN, LEONARD, WILLIAM CHIEF FINANCIAL OFFICER 06/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF FINANCIAL OFFICER direct 2019-06-01
FRANK, JOSHUA, DAVID CO-HEAD OF RESEARCH 07/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CO-HEAD OF RESEARCH direct 2020-07-01
GARDEN, EDWARD, PATRICK MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER AND LIMITED PARTNER direct 2005-09-01
PELTZ, NELSON, ("NMN") MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER direct 2005-09-01
MAY, PETER, WILLIAM MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. PRESIDENT AND LIMITED PARTNER direct 2005-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TRIAN PARTNERS, LTD. Cayman Islands 805-9788899998 Hedge Fund 1,415,700,084 10,000,000 Feeder Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND II, L.P. United States 805-2683947978 Hedge Fund 0 25,000,000
TRIAN PARTNERS PARALLEL FUND I, L.P. United States 805-9556521608 Hedge Fund 249,401,041 0
TRIAN PARTNERS, L.P. United States 805-5365773517 Hedge Fund 1,257,752,311 10,000,000 Master Fund
TRIAN PARTNERS CO-INVESTMENT OPPORTUNITIES FUND, LTD. Cayman Islands 805-7972515293 Hedge Fund 943,607,691 10,000,000 Master Fund
TRIAN PARTNERS STRATEGIC CO-INVESTMENT FUND-A, L.P. United States 805-4593046839 Hedge Fund 155,875,666 0
TRIAN PARTNERS STRATEGIC FUND-C, LTD. Cayman Islands 805-5777015607 Hedge Fund 262,699,000 0 Master Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-D, L.P. Cayman Islands 805-5089735367 Hedge Fund 322,856,678 0 Master Fund
TRIAN PARTNERS II, LTD. Cayman Islands 805-4335804760 Hedge Fund 70,619,592 1,000,000 Feeder Fund
TRIAN PARTNERS AM PARALLEL FUND, LTD. Cayman Islands 805-4892222474 Hedge Fund 0 0 Master Fund
TRIAN PARTNERS AM FUND, LTD. Cayman Islands 805-8946014030 Hedge Fund 320,525,496 100,000,000 Master Fund
TRIAN SPV XV, LTD. Cayman Islands 805-2877696328 Hedge Fund 134,835,794 25,000,000 Master Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-N, L.P. United States 805-2959632401 Hedge Fund 1,171,600,554 0
TRIAN PARTNERS FUND (SUB)-G, L.P. United States 805-6311436807 Hedge Fund 97,348,630 0 Master Fund
TRIAN PARTNERS STRATEGIC FUND-G III, L.P. United States 805-7465350871 Hedge Fund 141,550,184 0
TRIAN PARTNERS STRATEGIC FUND-G II, L.P. United States 805-5210271702 Hedge Fund 288,105,751 0
TRIAN PARTNERS STRATEGIC FUND-K, L.P. United States 805-1953697368 Hedge Fund 329,632,414 0
TRIAN INVESTORS 1, L.P. (INCORPORATED) Guernsey 805-6319205942 Hedge Fund 592,915,803 0
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-A, L.P. United States 805-9934854463 Hedge Fund 794,183,946 0
TRIAN SPV (SUB) X, L.P. United States 805-2843848627 Hedge Fund 347,744,920 50,000,000 Master Fund
TRIAN PARTNERS II, L.P. United States 805-5600784280 Hedge Fund 158,455,110 1,000,000 Feeder Fund
TRIAN PARTNERS MASTER FUND, L.P. Cayman Islands 805-1511041585 Hedge Fund 1,752,467,359 0 Master Fund

TRIAN FUND MANAGEMENT, L.P.

ownership team - last updated 2020-11-19
Name Title Start Date Direct/Indirect % Ownership
GARDEN, EDWARD, PATRICK CHIEF INVESTMENT OFFICER AND LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER AND LIMITED PARTNER direct 2005-09-01
PELTZ, NELSON, ("NMN") CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER 09/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER direct 2005-09-01
MAY, PETER, WILLIAM PRESIDENT AND LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. PRESIDENT AND LIMITED PARTNER direct 2005-09-01
TRIAN FUND MANAGEMENT GP, LLC GENERAL PARTNER 09/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN CAPITAL ADVISERS, LLC GENERAL PARTNER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. GENERAL PARTNER direct 2005-09-01
PELTZ, MATTHEW, HEFFNER SENIOR ANALYST AND LIMITED PARTNER 12/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. SENIOR ANALYST AND LIMITED PARTNER direct 2011-12-01
ROSEN, STUART, IRA GENERAL COUNSEL 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. GENERAL COUNSEL direct 2005-11-01
TRIAN FUND MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER direct 2010-06-01
SCHORR, BRIAN, LEWIS CHIEF LEGAL OFFICER 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF LEGAL OFFICER direct 2005-11-01
CHANG, DAYSUN, SUN CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL 06/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL direct 2019-06-01
WEEDMAN, LEONARD, WILLIAM CHIEF FINANCIAL OFFICER 06/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF FINANCIAL OFFICER direct 2019-06-01
GARDEN, EDWARD, PATRICK MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER AND LIMITED PARTNER direct 2005-09-01
PELTZ, NELSON, ("NMN") MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER direct 2005-09-01
MAY, PETER, WILLIAM MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. PRESIDENT AND LIMITED PARTNER direct 2005-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TRIAN PARTNERS AM FUND, LTD. Cayman Islands 805-8946014030 Hedge Fund 325,638,008 100,000,000 Master Fund
TRIAN SPV XV, LTD. Cayman Islands 805-2877696328 Hedge Fund 119,078,125 25,000,000 Master Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-N, L.P. United States 805-2959632401 Hedge Fund 897,183,378 0
TRIAN PARTNERS FUND (SUB)-G, L.P. United States 805-6311436807 Hedge Fund 83,424,030 0 Master Fund
TRIAN PARTNERS STRATEGIC FUND-G III, L.P. United States 805-7465350871 Hedge Fund 132,097,688 0
TRIAN PARTNERS STRATEGIC FUND-G II, L.P. United States 805-5210271702 Hedge Fund 271,192,641 0
TRIAN PARTNERS STRATEGIC FUND-K, L.P. United States 805-1953697368 Hedge Fund 312,716,290 0
TRIAN INVESTORS 1, L.P. (INCORPORATED) Guernsey 805-6319205942 Hedge Fund 453,521,007 0
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-A, L.P. United States 805-9934854463 Hedge Fund 1,088,308,967 0
TRIAN SPV (SUB) X, L.P. United States 805-2843848627 Hedge Fund 359,281,857 50,000,000 Master Fund
TRIAN PARTNERS II, L.P. United States 805-5600784280 Hedge Fund 157,248,199 1,000,000 Feeder Fund
TRIAN PARTNERS MASTER FUND, L.P. Cayman Islands 805-1511041585 Hedge Fund 1,828,143,144 0 Master Fund
TRIAN PARTNERS, LTD. Cayman Islands 805-9788899998 Hedge Fund 1,494,838,202 10,000,000 Feeder Fund
TRIAN PARTNERS II, LTD. Cayman Islands 805-4335804760 Hedge Fund 68,643,089 1,000,000 Feeder Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND II, L.P. United States 805-2683947978 Hedge Fund 457,060,073 25,000,000
TRIAN PARTNERS PARALLEL FUND I, L.P. United States 805-9556521608 Hedge Fund 222,220,035 0
TRIAN PARTNERS, L.P. United States 805-5365773517 Hedge Fund 1,143,240,840 10,000,000 Master Fund
TRIAN SPV (SUB) XII, L.P. United States 805-5366481718 Hedge Fund 2,315,607,493 50,000,000 Master Fund
TRIAN PARTNERS CO-INVESTMENT OPPORTUNITIES FUND, LTD. Cayman Islands 805-7972515293 Hedge Fund 1,046,110,844 10,000,000 Master Fund
TRIAN PARTNERS STRATEGIC CO-INVESTMENT FUND-A, L.P. United States 805-4593046839 Hedge Fund 167,013,615 0
TRIAN PARTNERS STRATEGIC FUND-C, LTD. Cayman Islands 805-5777015607 Hedge Fund 242,426,796 0 Master Fund
TRIAN PARTNERS MASTER FUND (ERISA), L.P. Cayman Islands 805-9819213196 Hedge Fund 0 5,000,000 Master Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-D, L.P. Cayman Islands 805-5089735367 Hedge Fund 293,701,799 0 Master Fund

TRIAN FUND MANAGEMENT, L.P.

ownership team - last updated 2020-04-07
Name Title Start Date Direct/Indirect % Ownership
GARDEN, EDWARD, PATRICK CHIEF INVESTMENT OFFICER AND LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER AND LIMITED PARTNER direct 2005-09-01
PELTZ, NELSON, ("NMN") CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER 09/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER direct 2005-09-01
MAY, PETER, WILLIAM PRESIDENT AND LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. PRESIDENT AND LIMITED PARTNER direct 2005-09-01
TRIAN FUND MANAGEMENT GP, LLC GENERAL PARTNER 09/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN CAPITAL ADVISERS, LLC GENERAL PARTNER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. GENERAL PARTNER direct 2005-09-01
PELTZ, MATTHEW, HEFFNER SENIOR ANALYST AND LIMITED PARTNER 12/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. SENIOR ANALYST AND LIMITED PARTNER direct 2011-12-01
ROSEN, STUART, IRA GENERAL COUNSEL 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. GENERAL COUNSEL direct 2005-11-01
TRIAN FUND MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER direct 2010-06-01
SCHORR, BRIAN, LEWIS CHIEF LEGAL OFFICER 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF LEGAL OFFICER direct 2005-11-01
CHANG, DAYSUN, SUN CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL 06/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL direct 2019-06-01
WEEDMAN, LEONARD, WILLIAM CHIEF FINANCIAL OFFICER 06/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF FINANCIAL OFFICER direct 2019-06-01
GARDEN, EDWARD, PATRICK MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER AND LIMITED PARTNER direct 2005-09-01
PELTZ, NELSON, ("NMN") MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER direct 2005-09-01
MAY, PETER, WILLIAM MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. PRESIDENT AND LIMITED PARTNER direct 2005-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-A, L.P. United States 805-9934854463 Hedge Fund 1,088,308,967 0
TRIAN SPV (SUB) X, L.P. United States 805-2843848627 Hedge Fund 359,281,857 50,000,000 Master Fund
TRIAN PARTNERS II, L.P. United States 805-5600784280 Hedge Fund 157,248,199 1,000,000 Feeder Fund
TRIAN PARTNERS MASTER FUND, L.P. Cayman Islands 805-1511041585 Hedge Fund 1,828,143,144 0 Master Fund
TRIAN PARTNERS, LTD. Cayman Islands 805-9788899998 Hedge Fund 1,494,838,202 10,000,000 Feeder Fund
TRIAN PARTNERS II, LTD. Cayman Islands 805-4335804760 Hedge Fund 68,643,089 1,000,000 Feeder Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND II, L.P. United States 805-2683947978 Hedge Fund 457,060,073 25,000,000
TRIAN PARTNERS PARALLEL FUND I, L.P. United States 805-9556521608 Hedge Fund 222,220,035 0
TRIAN PARTNERS, L.P. United States 805-5365773517 Hedge Fund 1,143,240,840 10,000,000 Master Fund
TRIAN SPV (SUB) XII, L.P. United States 805-5366481718 Hedge Fund 2,315,607,493 50,000,000 Master Fund
TRIAN PARTNERS CO-INVESTMENT OPPORTUNITIES FUND, LTD. Cayman Islands 805-7972515293 Hedge Fund 1,046,110,844 10,000,000 Master Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-N, L.P. United States 805-2959632401 Hedge Fund 897,183,378 0
TRIAN PARTNERS FUND (SUB)-G, L.P. United States 805-6311436807 Hedge Fund 83,424,030 0 Master Fund
TRIAN PARTNERS STRATEGIC FUND-G III, L.P. United States 805-7465350871 Hedge Fund 132,097,688 0
TRIAN PARTNERS STRATEGIC FUND-G II, L.P. United States 805-5210271702 Hedge Fund 271,192,641 0
TRIAN PARTNERS STRATEGIC FUND-K, L.P. United States 805-1953697368 Hedge Fund 312,716,290 0
TRIAN INVESTORS 1, L.P. (INCORPORATED) Guernsey 805-6319205942 Hedge Fund 453,521,007 0
TRIAN PARTNERS STRATEGIC CO-INVESTMENT FUND-A, L.P. United States 805-4593046839 Hedge Fund 167,013,615 0
TRIAN PARTNERS STRATEGIC FUND-C, LTD. Cayman Islands 805-5777015607 Hedge Fund 242,426,796 0 Master Fund
TRIAN PARTNERS MASTER FUND (ERISA), L.P. Cayman Islands 805-9819213196 Hedge Fund 0 5,000,000 Master Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-D, L.P. Cayman Islands 805-5089735367 Hedge Fund 293,701,799 0 Master Fund

TRIAN FUND MANAGEMENT, L.P.

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-A, L.P. United States 805-9934854463 Hedge Fund 1,088,308,967 0
TRIAN SPV (SUB) X, L.P. United States 805-2843848627 Hedge Fund 359,281,857 50,000,000 Master Fund
TRIAN PARTNERS II, L.P. United States 805-5600784280 Hedge Fund 157,248,199 1,000,000 Feeder Fund
TRIAN PARTNERS MASTER FUND, L.P. Cayman Islands 805-1511041585 Hedge Fund 1,828,143,144 0 Master Fund
TRIAN PARTNERS, LTD. Cayman Islands 805-9788899998 Hedge Fund 1,494,838,202 10,000,000 Feeder Fund
TRIAN PARTNERS II, LTD. Cayman Islands 805-4335804760 Hedge Fund 68,643,089 1,000,000 Feeder Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND II, L.P. United States 805-2683947978 Hedge Fund 457,060,073 25,000,000
TRIAN PARTNERS PARALLEL FUND I, L.P. United States 805-9556521608 Hedge Fund 222,220,035 0
TRIAN PARTNERS, L.P. United States 805-5365773517 Hedge Fund 1,143,240,840 10,000,000 Master Fund
TRIAN SPV (SUB) XII, L.P. United States 805-5366481718 Hedge Fund 2,315,607,493 50,000,000 Master Fund
TRIAN PARTNERS CO-INVESTMENT OPPORTUNITIES FUND, LTD. Cayman Islands 805-7972515293 Hedge Fund 1,046,110,844 10,000,000 Master Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-N, L.P. United States 805-2959632401 Hedge Fund 897,183,378 0
TRIAN PARTNERS FUND (SUB)-G, L.P. United States 805-6311436807 Hedge Fund 83,424,030 0 Master Fund
TRIAN PARTNERS STRATEGIC FUND-G III, L.P. United States 805-7465350871 Hedge Fund 132,097,688 0
TRIAN PARTNERS STRATEGIC FUND-G II, L.P. United States 805-5210271702 Hedge Fund 271,192,641 0
TRIAN PARTNERS STRATEGIC FUND-K, L.P. United States 805-1953697368 Hedge Fund 312,716,290 0
TRIAN INVESTORS 1, L.P. (INCORPORATED) Guernsey 805-6319205942 Hedge Fund 453,521,007 0
TRIAN PARTNERS STRATEGIC CO-INVESTMENT FUND-A, L.P. United States 805-4593046839 Hedge Fund 167,013,615 0
TRIAN PARTNERS MASTER FUND (ERISA), L.P. Cayman Islands 805-9819213196 Hedge Fund 0 5,000,000 Master Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-D, L.P. Cayman Islands 805-5089735367 Hedge Fund 293,701,799 0 Master Fund
TRIAN PARTNERS STRATEGIC FUND-C, LTD. Cayman Islands 805-5777015607 Hedge Fund 242,426,796 0 Master Fund

TRIAN FUND MANAGEMENT, L.P.

ownership team - last updated 2019-06-03
Name Title Start Date Direct/Indirect % Ownership
GARDEN, EDWARD, PATRICK CHIEF INVESTMENT OFFICER AND LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER AND LIMITED PARTNER direct 2005-09-01
PELTZ, NELSON, ("NMN") CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER 09/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER direct 2005-09-01
MAY, PETER, WILLIAM PRESIDENT AND LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. PRESIDENT AND LIMITED PARTNER direct 2005-09-01
TRIAN FUND MANAGEMENT GP, LLC GENERAL PARTNER 09/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN CAPITAL ADVISERS, LLC GENERAL PARTNER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. GENERAL PARTNER direct 2005-09-01
PELTZ, MATTHEW, HEFFNER SENIOR ANALYST AND LIMITED PARTNER 12/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. SENIOR ANALYST AND LIMITED PARTNER direct 2011-12-01
ROSEN, STUART, IRA GENERAL COUNSEL 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. GENERAL COUNSEL direct 2005-11-01
TRIAN FUND MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER direct 2010-06-01
SCHORR, BRIAN, LEWIS CHIEF LEGAL OFFICER 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF LEGAL OFFICER direct 2005-11-01
CHANG, DAYSUN, SUN CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL 06/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL direct 2019-06-01
WEEDMAN, LEONARD, WILLIAM CHIEF FINANCIAL OFFICER 06/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF FINANCIAL OFFICER direct 2019-06-01
GARDEN, EDWARD, PATRICK MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER AND LIMITED PARTNER direct 2005-09-01
PELTZ, NELSON, ("NMN") MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER direct 2005-09-01
MAY, PETER, WILLIAM MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. PRESIDENT AND LIMITED PARTNER direct 2005-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-A, L.P. United States 805-9934854463 Hedge Fund 853,608,947 0
TRIAN SPV (SUB) X, L.P. United States 805-2843848627 Hedge Fund 243,936,390 50,000,000 Master Fund
TRIAN PARTNERS II, L.P. United States 805-5600784280 Hedge Fund 135,304,872 1,000,000 Feeder Fund
TRIAN PARTNERS MASTER FUND, L.P. Cayman Islands 805-1511041585 Hedge Fund 1,850,001,441 0 Master Fund
TRIAN PARTNERS, LTD. Cayman Islands 805-9788899998 Hedge Fund 1,422,729,375 10,000,000 Feeder Fund
TRIAN PARTNERS II, LTD. Cayman Islands 805-4335804760 Hedge Fund 67,010,977 1,000,000 Feeder Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND II, L.P. United States 805-2683947978 Hedge Fund 462,304,009 25,000,000
TRIAN PARTNERS MASTER FUND (ERISA), L.P. Cayman Islands 805-9819213196 Hedge Fund 4,521,641 5,000,000 Master Fund
TRIAN PARTNERS PARALLEL FUND I, L.P. United States 805-9556521608 Hedge Fund 166,368,524 0
TRIAN PARTNERS STRATEGIC INVESTMENT FUND, L.P. United States 805-8638997179 Hedge Fund 0 25,000,000
TRIAN PARTNERS, L.P. United States 805-5365773517 Hedge Fund 1,025,371,278 10,000,000 Master Fund
TRIAN SPV (SUB) VII-L, L.P. Cayman Islands 805-7565560644 Hedge Fund 0 50,000,000 Master Fund
TRIAN SPV (SUB) VIII, L.P. Cayman Islands 805-3795991864 Hedge Fund 0 50,000,000 Master Fund
TRIAN PARTNERS CO-INVESTMENT OPPORTUNITIES FUND, LTD. Cayman Islands 805-7972515293 Hedge Fund 1,348,907,348 10,000,000 Master Fund
TRIAN SPV (SUB) XI, L.P. United States 805-5721113009 Hedge Fund 0 50,000,000 Master Fund
TRIAN SPV (SUB) XII, L.P. United States 805-5366481718 Hedge Fund 1,704,242,004 50,000,000 Master Fund
TRIAN SPV (SUB) VII, L.P. Cayman Islands 805-2838057588 Hedge Fund 0 50,000,000 Master Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-N, L.P. United States 805-2959632401 Hedge Fund 681,397,224 0
TRIAN PARTNERS FUND (SUB)-G, L.P. United States 805-6311436807 Hedge Fund 64,683,226 0 Master Fund
TRIAN PARTNERS STRATEGIC FUND-G III, L.P. United States 805-7465350871 Hedge Fund 99,636,917 0
TRIAN PARTNERS STRATEGIC FUND-G II, L.P. United States 805-5210271702 Hedge Fund 204,871,581 0
TRIAN PARTNERS STRATEGIC FUND-K, L.P. United States 805-1953697368 Hedge Fund 244,231,236 0
TRIAN INVESTORS 1, L.P. (INCORPORATED) Guernsey 805-6319205942 Hedge Fund 0 0
TRIAN PARTNERS STRATEGIC CO-INVESTMENT FUND-A, L.P. United States 805-4593046839 Hedge Fund 123,078,527 0
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-D, L.P. Cayman Islands 805-5089735367 Hedge Fund 224,204,888 0 Master Fund
TRIAN PARTNERS STRATEGIC FUND-C, LTD. Cayman Islands 805-5777015607 Hedge Fund 182,935,038 0 Master Fund

TRIAN FUND MANAGEMENT, L.P.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
GARDEN, EDWARD, PATRICK CHIEF INVESTMENT OFFICER AND LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER AND LIMITED PARTNER direct 2005-09-01
PELTZ, NELSON, ("NMN") CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER 09/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER direct 2005-09-01
MAY, PETER, WILLIAM PRESIDENT AND LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. PRESIDENT AND LIMITED PARTNER direct 2005-09-01
TRIAN FUND MANAGEMENT GP, LLC GENERAL PARTNER 09/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN CAPITAL ADVISERS, LLC GENERAL PARTNER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. GENERAL PARTNER direct 2005-09-01
PELTZ, MATTHEW, HEFFNER SENIOR ANALYST AND LIMITED PARTNER 12/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. SENIOR ANALYST AND LIMITED PARTNER direct 2011-12-01
FELSON, HOWARD, MICHAEL CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER direct 2011-03-01
TRIAN FUND MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL direct 2011-03-01
ESSNER, GREGORY, ALAN CHIEF FINANCIAL OFFICER 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN CAPITAL ADVISERS, LLC CHIEF FINANCIAL OFFICER, TREASURER AND SECRETARY direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. CHIEF FINANCIAL OFFICER direct 2005-11-01
ROSEN, STUART, IRA GENERAL COUNSEL 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. GENERAL COUNSEL direct 2005-11-01
TRIAN FUND MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER direct 2010-06-01
SCHORR, BRIAN, LEWIS CHIEF LEGAL OFFICER 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF LEGAL OFFICER direct 2005-11-01
GARDEN, EDWARD, PATRICK MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER AND LIMITED PARTNER direct 2005-09-01
PELTZ, NELSON, ("NMN") MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER direct 2005-09-01
MAY, PETER, WILLIAM MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. PRESIDENT AND LIMITED PARTNER direct 2005-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TRIAN PARTNERS STRATEGIC FUND-C, LTD. Cayman Islands 805-5777015607 Hedge Fund 182,935,038 0 Master Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-A, L.P. United States 805-9934854463 Hedge Fund 853,608,947 0
TRIAN SPV (SUB) X, L.P. United States 805-2843848627 Hedge Fund 243,936,390 50,000,000 Master Fund
TRIAN PARTNERS II, L.P. United States 805-5600784280 Hedge Fund 135,304,872 1,000,000 Feeder Fund
TRIAN PARTNERS MASTER FUND, L.P. Cayman Islands 805-1511041585 Hedge Fund 1,850,001,441 0 Master Fund
TRIAN PARTNERS, LTD. Cayman Islands 805-9788899998 Hedge Fund 1,422,729,375 10,000,000 Feeder Fund
TRIAN PARTNERS II, LTD. Cayman Islands 805-4335804760 Hedge Fund 67,010,977 1,000,000 Feeder Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND II, L.P. United States 805-2683947978 Hedge Fund 462,304,009 25,000,000
TRIAN PARTNERS MASTER FUND (ERISA), L.P. Cayman Islands 805-9819213196 Hedge Fund 4,521,641 5,000,000 Master Fund
TRIAN PARTNERS PARALLEL FUND I, L.P. United States 805-9556521608 Hedge Fund 166,368,524 0
TRIAN PARTNERS STRATEGIC INVESTMENT FUND, L.P. United States 805-8638997179 Hedge Fund 0 25,000,000
TRIAN PARTNERS, L.P. United States 805-5365773517 Hedge Fund 1,025,371,278 10,000,000 Master Fund
TRIAN SPV (SUB) VII-L, L.P. Cayman Islands 805-7565560644 Hedge Fund 0 50,000,000 Master Fund
TRIAN SPV (SUB) VIII, L.P. Cayman Islands 805-3795991864 Hedge Fund 0 50,000,000 Master Fund
TRIAN PARTNERS CO-INVESTMENT OPPORTUNITIES FUND, LTD. Cayman Islands 805-7972515293 Hedge Fund 1,348,907,348 10,000,000 Master Fund
TRIAN SPV (SUB) XI, L.P. United States 805-5721113009 Hedge Fund 0 50,000,000 Master Fund
TRIAN SPV (SUB) XII, L.P. United States 805-5366481718 Hedge Fund 1,704,242,004 50,000,000 Master Fund
TRIAN SPV (SUB) VII, L.P. Cayman Islands 805-2838057588 Hedge Fund 0 50,000,000 Master Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-N, L.P. United States 805-2959632401 Hedge Fund 681,397,224 0
TRIAN PARTNERS FUND (SUB)-G, L.P. United States 805-6311436807 Hedge Fund 64,683,226 0 Master Fund
TRIAN PARTNERS STRATEGIC FUND-G III, L.P. United States 805-7465350871 Hedge Fund 99,636,917 0
TRIAN PARTNERS STRATEGIC FUND-G II, L.P. United States 805-5210271702 Hedge Fund 204,871,581 0
TRIAN PARTNERS STRATEGIC FUND-K, L.P. United States 805-1953697368 Hedge Fund 244,231,236 0
TRIAN INVESTORS 1, L.P. (INCORPORATED) Guernsey 805-6319205942 Hedge Fund 0 0
TRIAN PARTNERS STRATEGIC CO-INVESTMENT FUND-A, L.P. United States 805-4593046839 Hedge Fund 123,078,527 0
TRIAN PARTNERS STRATEGIC INVESTMENT FUND-D, L.P. Cayman Islands 805-5089735367 Hedge Fund 224,204,888 0 Master Fund

TRIAN FUND MANAGEMENT, L.P.

ownership team - last updated 2017-07-20
Name Title Start Date Direct/Indirect % Ownership
GARDEN, EDWARD, PATRICK CHIEF INVESTMENT OFFICER AND LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER AND LIMITED PARTNER direct 2005-09-01
PELTZ, NELSON, ("NMN") CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER 09/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER direct 2005-09-01
MAY, PETER, WILLIAM PRESIDENT AND LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. PRESIDENT AND LIMITED PARTNER direct 2005-09-01
TRIAN FUND MANAGEMENT GP, LLC GENERAL PARTNER 09/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN CAPITAL ADVISERS, LLC GENERAL PARTNER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. GENERAL PARTNER direct 2005-09-01
PELTZ, MATTHEW, HEFFNER SENIOR ANALYST AND LIMITED PARTNER 12/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. SENIOR ANALYST AND LIMITED PARTNER direct 2011-12-01
FELSON, HOWARD, MICHAEL CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER direct 2011-03-01
TRIAN FUND MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL direct 2011-03-01
ESSNER, GREGORY, ALAN CHIEF FINANCIAL OFFICER 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN CAPITAL ADVISERS, LLC CHIEF FINANCIAL OFFICER, TREASURER AND SECRETARY direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. CHIEF FINANCIAL OFFICER direct 2005-11-01
ROSEN, STUART, IRA GENERAL COUNSEL 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. GENERAL COUNSEL direct 2005-11-01
TRIAN FUND MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER direct 2010-06-01
SCHORR, BRIAN, LEWIS CHIEF LEGAL OFFICER 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIAN FUND MANAGEMENT, L.P. CHIEF LEGAL OFFICER direct 2005-11-01
GARDEN, EDWARD, PATRICK MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER AND LIMITED PARTNER direct 2005-09-01
PELTZ, NELSON, ("NMN") MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER direct 2005-09-01
MAY, PETER, WILLIAM MEMBER TRIAN FUND MANAGEMENT GP, LLC 09/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR indirect 2004-07-01
DEERFIELD CAPITAL MANAGEMENT LLC DIRECTOR direct 2004-07-01
TRIAN CAPITAL ADVISERS, LLC LIMITED PARTNER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC MEMBER indirect 2005-09-01
TRIAN CAPITAL ADVISERS, LLC ELECTED MANAGER direct 2009-06-01
TRIAN FUND MANAGEMENT, L.P. MEMBER indirect 2005-09-01
TRIAN FUND MANAGEMENT, L.P. PRESIDENT AND LIMITED PARTNER direct 2005-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TRIAN PARTNERS II, L.P. United States 805-5600784280 Hedge Fund 158,803,950 1,000,000 Feeder Fund
TRIAN PARTNERS MASTER FUND, L.P. Cayman Islands 805-1511041585 Hedge Fund 2,857,623,817 0 Master Fund Fund of Funds
TRIAN PARTNERS, LTD. Cayman Islands 805-9788899998 Hedge Fund 2,272,931,141 10,000,000 Feeder Fund
TRIAN PARTNERS II, LTD. Cayman Islands 805-4335804760 Hedge Fund 160,760,890 1,000,000 Feeder Fund
TRIAN PARTNERS STRATEGIC INVESTMENT FUND II, L.P. United States 805-2683947978 Hedge Fund 630,556,298 25,000,000
TRIAN PARTNERS MASTER FUND (ERISA), L.P. Cayman Islands 805-9819213196 Hedge Fund 107,685,009 5,000,000 Master Fund Fund of Funds
TRIAN PARTNERS PARALLEL FUND I, L.P. United States 805-9556521608 Hedge Fund 175,018,178 0 Fund of Funds
TRIAN PARTNERS STRATEGIC INVESTMENT FUND, L.P. United States 805-8638997179 Hedge Fund 310,185,708 25,000,000
TRIAN PARTNERS, L.P. United States 805-5365773517 Hedge Fund 1,346,818,871 10,000,000 Master Fund Fund of Funds
TRIAN SPV (SUB) VII-L, L.P. Cayman Islands 805-7565560644 Hedge Fund 62,625,293 50,000,000 Master Fund
TRIAN SPV (SUB) VIII, L.P. Cayman Islands 805-3795991864 Hedge Fund 425,160,657 50,000,000 Master Fund
TRIAN SPV (SUB) IX, L.P. United States 805-5704325891 Hedge Fund 381,422,095 50,000,000 Master Fund
TRIAN PARTNERS CO-INVESTMENT OPPORTUNITIES FUND, LTD. Cayman Islands 805-7972515293 Hedge Fund 1,261,239,407 10,000,000 Master Fund
TRIAN SPV (SUB) XI, L.P. United States 805-5721113009 Hedge Fund 502,920,471 50,000,000 Master Fund
TRIAN SPV (SUB) XII, L.P. United States 805-5366481718 Hedge Fund 0 50,000,000 Master Fund

WhaleScore history for TRIAN FUND MANAGEMENT, L.P.

You must have a subscription to view WhaleScore histories

Elevate your investments