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SCHEDULE 13D/A Filed 2026-06-18 Event 2026-06-16 SEC 0000930413-26-001914 →

TRIAN FUND MANAGEMENT, L.P. JANUS HENDERSON GROUP PLC

Stake: 16.65% Shares: 25,654,382 CUSIP: G4474Y214 Class: Ordinary Shares, $1.50 per share par value

Item 4 — Purpose of Transaction

Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following: On June 16, 2026, the Issuer, Parent and Merger Sub entered into a side letter agreement (the "Side Letter"), which further supplements and amends limited terms of the Amended Merger Agreement (as further amended and supplemented by the Side Letter, the "Merger Agreement"). Among other things, the Side Letter provides that (i) the closing of the Merger will occur on June 30, 2026, subject to the satisfaction or waiver of all conditions to closing as set forth in the Merger Agreement (ii) conditions related to those regulatory approvals received in connection with the Merger as of the date of the Side Letter are satisfied as of the date of the Side Letter; and (iii) the date after which the Merger Agreement may be terminated if the Merger has not occurred on or prior to such date (referred to in the Merger Agreement as the Termination Date), shall be September 20, 2026. Importantly, while the Side Letter reflects an intention of the parties to effectuate closing of the Merger on June 30, 2026, it is noted that the closing remains subject to the satisfaction of all closing conditions in the Merger Agreement.

Cross-References

Insider Activity (last 365d)
14 transactions
2 buys · 10 sales · 0 awards/exercises
Issuer Cluster
21 13D/G filings on this issuer
20 other filings besides this one
Filer Track Record
25 filings by this filer
24 other filings in the data moat
Short Interest
Not in latest FINRA snapshot

Institutional Consensus · 2025-12-31

Held by elite portfolio managers
1 holder · $47.43M
Soros Fund Management

Form 4 Insider Transactions · last 365d

DateInsiderRoleTypeSharesPriceValue
2026-06-30 Sheehan Anne director Disposition 16,264.982 $52.00 $846K
2026-06-30 CASSADAY JOHN M director Disposition 23,504 $52.00 $1.22M
2026-06-30 CASSADAY JOHN M director J 5,793
2026-06-30 CASSADAY JOHN M director J 14,900
2026-06-30 Dibadj Ali director, officer Disposition 130,819 $52.00 $6.80M
2026-06-30 Dibadj Ali director, officer Disposition 160,420
2026-06-30 Dibadj Ali director, officer Disposition 196,336
2026-06-30 Dibadj Ali director, officer Award 769,541
2026-06-30 Dibadj Ali director, officer Disposition 442,315
2026-06-30 Dibadj Ali director, officer Disposition 327,226
2026-06-30 FOGO GEORGINA officer Disposition 30,965.418 $52.00 $1.61M
2026-06-30 FOGO GEORGINA officer Disposition 30,431
2026-06-30 FOGO GEORGINA officer Award 25,191
2026-06-30 FOGO GEORGINA officer Disposition 25,191

Other 13D/G Filings on JANUS HENDERSON GROUP PLC

FiledFormFilerStakeShares
2026-07-02 SCHEDULE 13D/A MASSACHUSETTS MUTUAL LIFE INSURANCE CO 0 view →
2026-06-30 SCHEDULE 13D/A TRIAN FUND MANAGEMENT, L.P. 0 view →
2026-05-14 SCHEDULE 13D/A TRIAN FUND MANAGEMENT, L.P. 25,654,382 view →
2022-03-31 SC TRIAN FUND MANAGEMENT, L.P. view →
2022-02-01 SC TRIAN FUND MANAGEMENT, L.P. view →
2022-01-06 SC TRIAN FUND MANAGEMENT, L.P. view →
2021-12-13 SC TRIAN FUND MANAGEMENT, L.P. view →
2021-11-16 SC TRIAN FUND MANAGEMENT, L.P. view →
2021-10-04 SC TRIAN FUND MANAGEMENT, L.P. view →
2021-07-19 SC TRIAN FUND MANAGEMENT, L.P. view →
2021-05-19 SC TRIAN FUND MANAGEMENT, L.P. view →
2021-05-12 SC TRIAN FUND MANAGEMENT, L.P. view →
2021-02-09 SC Dai-ichi Life Holdings, Inc. view →
2021-02-04 SC Dai-ichi Life Holdings, Inc. view →
2020-04-27 SC Dai-ichi Life Holdings, Inc. view →
2018-05-16 SC Dai-ichi Life Holdings, Inc. view →
2018-04-25 SC Dai-ichi Life Holdings, Inc. view →
2018-04-03 SC Dai-ichi Life Holdings, Inc. view →
2018-03-07 SC Dai-ichi Life Holdings, Inc. view →
2018-02-08 SC Dai-ichi Life Holdings, Inc. view →

Other Filings by TRIAN FUND MANAGEMENT, L.P.

FiledFormIssuerStakeShares
2026-06-30 SCHEDULE 13D/A JANUS HENDERSON GROUP PLC 0 view →
2026-05-14 SCHEDULE 13D/A JANUS HENDERSON GROUP PLC 25,654,382 view →
2023-06-02 SC Invesco Ltd. IVZ view →
2023-01-25 SC Invesco Ltd. IVZ view →
2022-05-24 SC Wendy's Co WEN view →
2022-04-01 SC Invesco Ltd. IVZ view →
2022-03-31 SC JANUS HENDERSON GROUP PLC JHG view →
2022-02-01 SC Invesco Ltd. IVZ view →
2022-02-01 SC JANUS HENDERSON GROUP PLC JHG view →
2022-01-06 SC JANUS HENDERSON GROUP PLC JHG view →
2021-12-13 SC JANUS HENDERSON GROUP PLC JHG view →
2021-11-16 SC JANUS HENDERSON GROUP PLC JHG view →
2021-10-04 SC JANUS HENDERSON GROUP PLC JHG view →
2021-07-19 SC JANUS HENDERSON GROUP PLC JHG view →
2021-05-19 SC JANUS HENDERSON GROUP PLC JHG view →
2021-05-12 SC JANUS HENDERSON GROUP PLC JHG view →
2020-08-12 SC nVent Electric plc NVT view →
2020-07-02 SC nVent Electric plc NVT view →
2019-05-17 SC nVent Electric plc NVT view →
2019-03-20 SC SYSCO CORP SYY view →
Showing 20 of 24

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