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Nasdaq · USD

CAKE

CHEESECAKE FACTORY INC

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Tapewire entity
2157
SEC CIK
0000887596
Parsed reports
335

Last 12 months

Inside the activity.

0 purchase rows · 19 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202604
Mar 202601
Apr 202600
May 202601
Jun 202601
Jul 202605
Aug 202607
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
April 30, 2018 Filed May 1, 2018 21:43 UTC
OVERTON DAVIDDirector · Chairman and C.E.O.
SaleCommon Stock 45,056 $52.11 $2,347,868.16
Disclosure

SEC source: 0001179110-18-005999 · edgar.xml · nonDerivative · entry 2

OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 2,913,004

F2 · price: The price reported in column 4 is weighted average price. These shares were sold in multiple transactions ranging from $52.00 to $52.76, inclusive. The reporting person undertakes to provide to CAKE Corporation, any security holder of CAKE Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4.

F1 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee.

Read SEC document
April 30, 2018 Filed May 1, 2018 21:43 UTC
OVERTON DAVIDDirector · Chairman and C.E.O.
Exercise / conversionCommon Stock 100,000 $31.10 $3,110,000.00
Disclosure

SEC source: 0001179110-18-005999 · edgar.xml · nonDerivative · entry 1

OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 2,958,060

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee.

Read SEC document
March 12, 2018 Filed Mar 12, 2018 22:55 UTC
SLOMANN CHERYLPrincipal Accounting Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 4,000 $0.00 Strike: $29.29 $0.00
Disclosure

SEC source: 0001179110-18-004099 · edgar.xml · derivative · entry 10

SLOMANN CHERYL · CIK 0001109366 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,000 shares

Expires 2020-01-05

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 12, 2018 Filed Mar 12, 2018 22:55 UTC
SLOMANN CHERYLPrincipal Accounting Officer
SaleCommon Stock 1,500 $49.75 $74,630.55
Disclosure

SEC source: 0001179110-18-004099 · edgar.xml · nonDerivative · entry 6

SLOMANN CHERYL · CIK 0001109366 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,528

Read SEC document
March 12, 2018 Filed Mar 12, 2018 22:55 UTC
SLOMANN CHERYLPrincipal Accounting Officer
SaleCommon Stock 3,600 $49.91 $179,676.00
Disclosure

SEC source: 0001179110-18-004099 · edgar.xml · nonDerivative · entry 5

SLOMANN CHERYL · CIK 0001109366 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,028

Read SEC document
March 12, 2018 Filed Mar 12, 2018 22:55 UTC
SLOMANN CHERYLPrincipal Accounting Officer
SaleCommon Stock 200 $49.95 $9,990.40
Disclosure

SEC source: 0001179110-18-004099 · edgar.xml · nonDerivative · entry 4

SLOMANN CHERYL · CIK 0001109366 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,628

Read SEC document
March 12, 2018 Filed Mar 12, 2018 22:55 UTC
SLOMANN CHERYLPrincipal Accounting Officer
SaleCommon Stock 200 $49.92 $9,984.00
Disclosure

SEC source: 0001179110-18-004099 · edgar.xml · nonDerivative · entry 3

SLOMANN CHERYL · CIK 0001109366 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,828

Read SEC document
March 12, 2018 Filed Mar 12, 2018 22:55 UTC
SLOMANN CHERYLPrincipal Accounting Officer
Exercise / conversionCommon Stock 4,000 $29.29 $117,160.00
Disclosure

SEC source: 0001179110-18-004099 · edgar.xml · nonDerivative · entry 2

SLOMANN CHERYL · CIK 0001109366 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,028

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 12, 2018 Filed Mar 14, 2018 01:08 UTC PurchaseCommon Stock 100 $49.21 $4,920.98
Disclosure

SEC source: 0001179110-18-004268 · edgar.xml · nonDerivative · entry 1

CAPPELLO ALEXANDER L · CIK 0001193532 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Cappell Group, Inc.

Disclosed balance after: 4,790

F1 · ownership.nature: The reported securities are held by Cappello Group, Inc., a California corporation of which the reporting person and his spouse are sole shareholders.

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March 12, 2018 Filed Mar 14, 2018 21:46 UTC
ZURZOLO DEBBY RExec VP, Gen Counsel & Secy
SaleCommon Stock 100 $49.30 $4,930.00
Disclosure

SEC source: 0001179110-18-004320 · edgar.xml · nonDerivative · entry 2

ZURZOLO DEBBY R · CIK 0001189275 · Exec VP, Gen Counsel & Secy

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 27,098

F1 · ownership.nature: Held by the Debby R. Chinski Living Trust of which the reporting person is trustee.

Read SEC document
March 12, 2018 Filed Mar 14, 2018 21:46 UTC
ZURZOLO DEBBY RExec VP, Gen Counsel & Secy
SaleCommon Stock 100 $49.20 $4,920.00
Disclosure

SEC source: 0001179110-18-004320 · edgar.xml · nonDerivative · entry 1

ZURZOLO DEBBY R · CIK 0001189275 · Exec VP, Gen Counsel & Secy

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 27,198

F1 · ownership.nature: Held by the Debby R. Chinski Living Trust of which the reporting person is trustee.

Read SEC document
March 12, 2018 Filed Aug 12, 2026 23:21 UTC
Ames Edie ADirector
PurchaseCommon Stock 500 $49.51 $24,755.00
Disclosure

SEC source: 0001351997-26-000004 · form4-08122026_110835.xml · nonDerivative · entry 1

Ames Edie A · CIK 0001351997 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 13,000

F1 · date: A purchase transaction that occurred on March 12, 2018 was inadvertently omitted from prior Section 16 reports. This transaction is being reported to correct the reporting person's beneficial ownership records.

F2 · ownership.nature: Shares held by the Ames Living Trust of which the reporting person and her spouse are trustees.

Read SEC document
March 07, 2018 Filed Mar 9, 2018 19:18 UTC
BYFUGLIN MAX SPresident (Subsidiary)
Tax withholdingCommon Stock 415 $49.84 $20,683.60
Disclosure

SEC source: 0001179110-18-003938 · edgar.xml · nonDerivative · entry 1

BYFUGLIN MAX S · CIK 0001208206 · President (Subsidiary)

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,320

F1 · balance_after: Shares of restricted stock subject to forfeiture.

Read SEC document
March 07, 2018 Filed Mar 9, 2018 19:18 UTC
OVERTON DAVIDDirector · Chairman and C.E.O.
Tax withholdingCommon Stock 4,463 $49.84 $222,435.92
Disclosure

SEC source: 0001179110-18-003937 · edgar.xml · nonDerivative · entry 1

OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,600

F1 · balance_after: Shares of restricted stock subject to forfeiture.

Read SEC document
March 07, 2018 Filed Mar 9, 2018 19:18 UTC
SLOMANN CHERYLPrincipal Accounting Officer
Tax withholdingCommon Stock 346 $49.84 $17,244.64
Disclosure

SEC source: 0001179110-18-003936 · edgar.xml · nonDerivative · entry 1

SLOMANN CHERYL · CIK 0001109366 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,483

Read SEC document
March 07, 2018 Filed Mar 9, 2018 19:17 UTC Tax withholdingCommon Stock 485 $49.84 $24,172.40
Disclosure

SEC source: 0001179110-18-003934 · edgar.xml · nonDerivative · entry 1

Clark Matthew Eliot · CIK 0001451763 · Exec VP, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,803

Read SEC document
March 07, 2018 Filed Mar 9, 2018 19:17 UTC Tax withholdingCommon Stock 623 $49.84 $31,050.32
Disclosure

SEC source: 0001179110-18-003935 · edgar.xml · nonDerivative · entry 1

Gordon David M · CIK 0001569880 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,680

F1 · balance_after: Shares of restricted stock subject to forfeiture.

Read SEC document
March 07, 2018 Filed Mar 9, 2018 19:16 UTC
ZURZOLO DEBBY RExec VP, Gen Counsel & Secy
Tax withholdingCommon Stock 415 $49.84 $20,683.60
Disclosure

SEC source: 0001179110-18-003933 · edgar.xml · nonDerivative · entry 1

ZURZOLO DEBBY R · CIK 0001189275 · Exec VP, Gen Counsel & Secy

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,660

F1 · balance_after: Restricted shares subject to forfeiture.

Read SEC document
March 06, 2018 Filed Mar 7, 2018 21:18 UTC
ZURZOLO DEBBY RExec VP, Gen Counsel & Secy
Tax withholdingCommon Stock 312 $48.55 $15,147.60
Disclosure

SEC source: 0001179110-18-003766 · edgar.xml · nonDerivative · entry 2

ZURZOLO DEBBY R · CIK 0001189275 · Exec VP, Gen Counsel & Secy

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,860

F1 · balance_after: Restricted shares subject to forfeiture.

Read SEC document
March 06, 2018 Filed Mar 7, 2018 21:16 UTC
OVERTON DAVIDDirector · Chairman and C.E.O.
Tax withholdingCommon Stock 3,669 $48.55 $178,129.95
Disclosure

SEC source: 0001179110-18-003765 · edgar.xml · nonDerivative · entry 2

OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,600

F1 · balance_after: Shares of restricted stock subject to forfeiture.

Read SEC document
March 06, 2018 Filed Mar 7, 2018 21:16 UTC
BYFUGLIN MAX SPresident (Subsidiary)
Tax withholdingCommon Stock 277 $48.55 $13,448.35
Disclosure

SEC source: 0001179110-18-003764 · edgar.xml · nonDerivative · entry 2

BYFUGLIN MAX S · CIK 0001208206 · President (Subsidiary)

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,520

F1 · balance_after: Shares of restricted stock subject to forfeiture.

Read SEC document
March 06, 2018 Filed Mar 7, 2018 21:16 UTC Tax withholdingCommon Stock 554 $48.55 $26,896.70
Disclosure

SEC source: 0001179110-18-003763 · edgar.xml · nonDerivative · entry 2

Gordon David M · CIK 0001569880 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,480

F1 · balance_after: Shares of restricted stock subject to forfeiture.

Read SEC document
March 06, 2018 Filed Mar 7, 2018 21:15 UTC
SLOMANN CHERYLPrincipal Accounting Officer
Tax withholdingCommon Stock 242 $48.55 $11,749.10
Disclosure

SEC source: 0001179110-18-003762 · edgar.xml · nonDerivative · entry 2

SLOMANN CHERYL · CIK 0001109366 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,829

Read SEC document
March 06, 2018 Filed Mar 7, 2018 21:14 UTC Tax withholdingCommon Stock 381 $48.55 $18,497.55
Disclosure

SEC source: 0001179110-18-003761 · edgar.xml · nonDerivative · entry 2

Clark Matthew Eliot · CIK 0001451763 · Exec VP, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,888

Read SEC document
March 05, 2018 Filed Mar 7, 2018 21:18 UTC
ZURZOLO DEBBY RExec VP, Gen Counsel & Secy
Tax withholdingCommon Stock 911 $48.43 $44,119.73
Disclosure

SEC source: 0001179110-18-003766 · edgar.xml · nonDerivative · entry 1

ZURZOLO DEBBY R · CIK 0001189275 · Exec VP, Gen Counsel & Secy

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,760

F1 · balance_after: Restricted shares subject to forfeiture.

Read SEC document
March 05, 2018 Filed Mar 7, 2018 21:16 UTC
OVERTON DAVIDDirector · Chairman and C.E.O.
Tax withholdingCommon Stock 8,173 $48.43 $395,818.39
Disclosure

SEC source: 0001179110-18-003765 · edgar.xml · nonDerivative · entry 1

OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,000

F1 · balance_after: Shares of restricted stock subject to forfeiture.

Read SEC document
March 05, 2018 Filed Mar 7, 2018 21:16 UTC
BYFUGLIN MAX SPresident (Subsidiary)
Tax withholdingCommon Stock 789 $48.43 $38,211.27
Disclosure

SEC source: 0001179110-18-003764 · edgar.xml · nonDerivative · entry 1

BYFUGLIN MAX S · CIK 0001208206 · President (Subsidiary)

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,320

F1 · balance_after: Shares of restricted stock subject to forfeiture.

Read SEC document
March 05, 2018 Filed Mar 7, 2018 21:16 UTC Tax withholdingCommon Stock 1,598 $48.43 $77,391.14
Disclosure

SEC source: 0001179110-18-003763 · edgar.xml · nonDerivative · entry 1

Gordon David M · CIK 0001569880 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,080

F1 · balance_after: Shares of restricted stock subject to forfeiture.

Read SEC document
March 05, 2018 Filed Mar 7, 2018 21:15 UTC
SLOMANN CHERYLPrincipal Accounting Officer
Tax withholdingCommon Stock 757 $48.43 $36,661.51
Disclosure

SEC source: 0001179110-18-003762 · edgar.xml · nonDerivative · entry 1

SLOMANN CHERYL · CIK 0001109366 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,371

Read SEC document
March 05, 2018 Filed Mar 7, 2018 21:14 UTC Tax withholdingCommon Stock 1,131 $48.43 $54,774.33
Disclosure

SEC source: 0001179110-18-003761 · edgar.xml · nonDerivative · entry 1

Clark Matthew Eliot · CIK 0001451763 · Exec VP, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,169

Read SEC document
February 15, 2018 Filed Mar 12, 2018 22:55 UTC
SLOMANN CHERYLPrincipal Accounting Officer
GrantEmployee Stock Option (right to buy) · Derivative 8,700 $0.00 Strike: $47.06 $0.00
Disclosure

SEC source: 0001179110-18-004099 · edgar.xml · derivative · entry 9

SLOMANN CHERYL · CIK 0001109366 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,700

Underlying: Common Stock · 8,700 shares

Expires 2026-02-15

F4 · derivative.exercise_date: Vests as to 20% of the options on each of 2/15/2019, 2020, 2021, 2022 and 2023.

Read SEC document
February 15, 2018 Filed Mar 12, 2018 22:55 UTC
SLOMANN CHERYLPrincipal Accounting Officer
GrantCommon Stock 4,200 $0.00 $0.00
Disclosure

SEC source: 0001179110-18-004099 · edgar.xml · nonDerivative · entry 1

SLOMANN CHERYL · CIK 0001109366 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,200

F1 · shares: Restricted stock award which vests as to 60% of shares on 2/15/2021, and 20% of shares on each of 2/15/2022 and 2/15/2023.

F2 · balance_after: Restricted shares subject to forfeiture.

Read SEC document
February 15, 2018 Filed Mar 12, 2018 22:54 UTC GrantEmployee Stock Option (right to buy) · Derivative 41,500 $0.00 Strike: $47.06 $0.00
Disclosure

SEC source: 0001179110-18-004098 · edgar.xml · derivative · entry 3

Gordon David M · CIK 0001569880 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,500

Underlying: Common Stock · 41,500 shares

Expires 2026-02-15

F2 · derivative.exercise_date: Vests as to 20% of the options on each of 2/15/2019, 2020, 2021, 2022 and 2023.

Read SEC document
February 15, 2018 Filed Mar 12, 2018 22:54 UTC
OVERTON DAVIDDirector · Chairman and C.E.O.
GrantEmployee Stock Option (right to buy) · Derivative 179,300 $0.00 Strike: $47.06 $0.00
Disclosure

SEC source: 0001179110-18-004097 · edgar.xml · derivative · entry 5

OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 179,300

Underlying: Common Stock · 179,300 shares

Expires 2026-02-15

F5 · derivative.exercise_date: Vests as to 20% of the options on each of 2/15/19, 2020, 2021, 2022 and 2023.

Read SEC document
February 15, 2018 Filed Mar 12, 2018 22:53 UTC GrantCommon Stock · Derivative 38,000 $0.00 Strike: $47.06 $0.00
Disclosure

SEC source: 0001179110-18-004096 · edgar.xml · derivative · entry 2

Clark Matthew Eliot · CIK 0001451763 · Exec VP, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,000

Underlying: Common Stock · 38,000 shares

Expires 2026-02-15

F1 · derivative.exercise_date: Vests as to 20% of the options on each of 2/15/2019, 2020, 2021, 2022 and 2023.

Read SEC document
February 15, 2018 Filed Feb 15, 2019 21:34 UTC
OVERTON DAVIDDirector · Chairman and C.E.O.
GrantRestricted Stock Units · Derivative 25,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001179110-19-001989 · edgar.xml · derivative · entry 1

OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Common Stock · 25,000 shares

Expires not disclosed

F1 · security: Each restricted stock unit represents a contingent right to receive one share of CAKE common stock.

F2 · derivative.exercise_date: On February 15, 2018, the Compensation Committee certificated to the attainment of the EBITDA goals and determined that 100% of the RSUs were eligible to vest based on continued service-vesting conditions, subject to continued service.

F3 · derivative.expiration_date: Restricted Stock Unit award expires upon reporting person's termination of services.

Read SEC document
February 15, 2018 Filed Feb 15, 2019 21:33 UTC GrantRestricted Stock Units · Derivative 5,750 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001179110-19-001988 · edgar.xml · derivative · entry 1

Gordon David M · CIK 0001569880 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,750

Underlying: Common Stock · 5,750 shares

Expires not disclosed

F1 · security: Each restricted stock unit represents a contingent right to receive one share of CAKE common stock.

F2 · derivative.exercise_date: On February 15, 2018, the Compensation Committee certificated to the attainment of the EBITDA goals and determined that 100% of the RSUs were eligible to vest based on continued service-vesting conditions, subject to continued service.

F3 · derivative.expiration_date: Restricted stock unit award expires upon reporting person's termination of services.

Read SEC document
November 21, 2017 Filed Nov 22, 2017 18:24 UTC
BYFUGLIN MAX SPresident (Subsidiary)
GiftCommon Stock 900 $0.00 $0.00
Disclosure

SEC source: 0001179110-17-014501 · edgar.xml · nonDerivative · entry 2

BYFUGLIN MAX S · CIK 0001208206 · President (Subsidiary)

10b5-1 filing: Not disclosed

Ownership: Indirect · As custodian for grandchildren under Uniform Gifts to Minors Act

Disclosed balance after: 2,700

F2 · kind: As custodian to grandchildren under Uniform Gifts to Minors Act. The reporting person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.

F2 · ownership.nature: As custodian to grandchildren under Uniform Gifts to Minors Act. The reporting person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.

Read SEC document
November 21, 2017 Filed Nov 22, 2017 18:24 UTC
BYFUGLIN MAX SPresident (Subsidiary)
GiftCommon Stock 900 $0.00 $0.00
Disclosure

SEC source: 0001179110-17-014501 · edgar.xml · nonDerivative · entry 1

BYFUGLIN MAX S · CIK 0001208206 · President (Subsidiary)

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 40,896

F1 · ownership.nature: Shares held by the Byfuglin Family Trust u/t/a 9/27/2003 of which the reporting person and his spouse are trustees.

Read SEC document
November 15, 2017 Filed Nov 16, 2017 23:27 UTC
ZURZOLO DEBBY RExec VP, Gen Counsel & Secy
SaleCommon Stock 757 $45.25 $34,254.25
Disclosure

SEC source: 0001179110-17-014238 · edgar.xml · nonDerivative · entry 2

ZURZOLO DEBBY R · CIK 0001189275 · Exec VP, Gen Counsel & Secy

10b5-1 filing: Not disclosed

Ownership: Indirect · By SEP IRA

Disclosed balance after: 0

Read SEC document
November 14, 2017 Filed Nov 16, 2017 23:27 UTC
ZURZOLO DEBBY RExec VP, Gen Counsel & Secy
SaleCommon Stock 1,549 $44.50 $68,930.50
Disclosure

SEC source: 0001179110-17-014238 · edgar.xml · nonDerivative · entry 1

ZURZOLO DEBBY R · CIK 0001189275 · Exec VP, Gen Counsel & Secy

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 24,196

F1 · ownership.nature: Held by the Debby R. Chinski Living Trust of which the reporting person is trustee.

Read SEC document
November 09, 2017 Filed Nov 13, 2017 21:53 UTC
ZURZOLO DEBBY RExec VP, Gen Counsel & Secy
SaleCommon Stock 1,615 $44.20 $71,383.00
Disclosure

SEC source: 0001179110-17-014037 · edgar.xml · nonDerivative · entry 2

ZURZOLO DEBBY R · CIK 0001189275 · Exec VP, Gen Counsel & Secy

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 25,745

F1 · ownership.nature: Held by the Debby R. Chinski Living Trust of which the reporting person is trustee.

Read SEC document
November 09, 2017 Filed Nov 13, 2017 21:53 UTC
ZURZOLO DEBBY RExec VP, Gen Counsel & Secy
SaleCommon Stock 800 $44.21 $35,368.00
Disclosure

SEC source: 0001179110-17-014037 · edgar.xml · nonDerivative · entry 1

ZURZOLO DEBBY R · CIK 0001189275 · Exec VP, Gen Counsel & Secy

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 27,360

F1 · ownership.nature: Held by the Debby R. Chinski Living Trust of which the reporting person is trustee.

Read SEC document
November 08, 2017 Filed Nov 9, 2017 17:45 UTC
Ames Edie ADirector
PurchaseCommon Stock 330 $44.02 $14,526.60
Disclosure

SEC source: 0001179110-17-013910 · edgar.xml · nonDerivative · entry 1

Ames Edie A · CIK 0001351997 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 730

Read SEC document
November 06, 2017 Filed Nov 7, 2017 20:55 UTC PurchaseCommon Stock 1,600 $43.48 $69,568.00
Disclosure

SEC source: 0001179110-17-013808 · edgar.xml · nonDerivative · entry 4

SIMON HERBERT · CIK 0001235745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 195,000

F1 · ownership.nature: Held by the Herbert Simon Revocable Trust of which the reporting person is trustee.

Read SEC document
November 06, 2017 Filed Nov 7, 2017 20:55 UTC PurchaseCommon Stock 300 $43.49 $13,047.00
Disclosure

SEC source: 0001179110-17-013808 · edgar.xml · nonDerivative · entry 3

SIMON HERBERT · CIK 0001235745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 193,400

F1 · ownership.nature: Held by the Herbert Simon Revocable Trust of which the reporting person is trustee.

Read SEC document
November 06, 2017 Filed Nov 7, 2017 20:55 UTC PurchaseCommon Stock 22,861 $43.50 $994,453.50
Disclosure

SEC source: 0001179110-17-013808 · edgar.xml · nonDerivative · entry 2

SIMON HERBERT · CIK 0001235745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 193,100

F1 · ownership.nature: Held by the Herbert Simon Revocable Trust of which the reporting person is trustee.

Read SEC document
November 06, 2017 Filed Nov 7, 2017 20:55 UTC PurchaseCommon Stock 239 $43.51 $10,398.89
Disclosure

SEC source: 0001179110-17-013808 · edgar.xml · nonDerivative · entry 1

SIMON HERBERT · CIK 0001235745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 170,239

F1 · ownership.nature: Held by the Herbert Simon Revocable Trust of which the reporting person is trustee.

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August 17, 2017 Filed Aug 17, 2017 22:53 UTC
Ames Edie ADirector
PurchaseCommon Stock 400 $43.77 $17,508.00
Disclosure

SEC source: 0001179110-17-011639 · edgar.xml · nonDerivative · entry 1

Ames Edie A · CIK 0001351997 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 400

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June 07, 2017 Filed Jun 8, 2017 21:25 UTC
Clark Matthew EliotVP, Strategic Planning
GrantEmployee Stock Option (right to buy) · Derivative 4,820 $0.00 Strike: $57.30 $0.00
Disclosure

SEC source: 0001179110-17-008773 · edgar.xml · derivative · entry 1

Clark Matthew Eliot · CIK 0001451763 · VP, Strategic Planning

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,820

Underlying: Common Stock · 4,820 shares

Expires 2025-06-07

F1 · derivative.exercise_date: Vests as to 20% of the options on each of 7/7/2018, 2019, 2020, 2021 and 2022.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.