Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEESECAKE FACTORY INCCAKE · Entity 2157 | PRINCIPAL ACCOUNTING OFFICER | February 16, 2023 | February 21, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CHEESECAKE FACTORY INC
Report date February 16, 2023 · Filed February 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,710 |
Reported balance
After 2023-02-16 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2023-02-16 · Grant · Acquired 5,900 · Balance 25,710 F1: Restricted stock award which vests 60% on 2/16/2026 and 20% on each of 2/16/2027 and 2/16/2028 F2: Shares of restricted stock subject to forfeiture. |
| Common StockSEC Table I · non-derivative | Direct | 21,700 |
Reported balance
Holding disclosure · report date 2023-02-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 21,700 F2: Shares of restricted stock subject to forfeiture. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 12,002 |
Reported balance
After 2023-02-18 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-02-18 · Tax withholding · Disposed 1,435 · Balance 12,002 F3: . Represents shares of Issuer Common Stock withheld by the Issuer solely to satisfy tax withholding obligations in connection with the net issuance of shares of Issuer Common Stock delivered to the Reporting Person on February 18, 2023, from the vesting of restricted stock. F4: Shares held by the Mark D. and Cheryl M. Slomann Trust u/a 4/7/1997 of which the reporting person and her spouse are trustees. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock award which vests 60% on 2/16/2026 and 20% on each of 2/16/2027 and 2/16/2028
F2: Shares of restricted stock subject to forfeiture.
F3: . Represents shares of Issuer Common Stock withheld by the Issuer solely to satisfy tax withholding obligations in connection with the net issuance of shares of Issuer Common Stock delivered to the Reporting Person on February 18, 2023, from the vesting of restricted stock.
F4: Shares held by the Mark D. and Cheryl M. Slomann Trust u/a 4/7/1997 of which the reporting person and her spouse are trustees.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 06, 2017 Filed Mar 7, 2017 23:43 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionCommon Stock | 4,000 | $21.42 | $85,680.00 |
DisclosureSEC source: 0001179110-17-004166 · edgar.xml · nonDerivative · entry 1 SLOMANN CHERYL · CIK 0001109366 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,538 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 06, 2017 Filed Mar 8, 2017 22:52 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 790 | $61.83 | $48,845.70 |
DisclosureSEC source: 0001179110-17-004272 · edgar.xml · nonDerivative · entry 1 SLOMANN CHERYL · CIK 0001109366 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,404 Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 20:49 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantEmployee Stock Option (right to buy) · Derivative | 5,600 | $0.00 Strike: $61.59 | $0.00 |
DisclosureSEC source: 0001179110-17-003958 · edgar.xml · derivative · entry 5 SLOMANN CHERYL · CIK 0001109366 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,600 Underlying: Common Stock · 5,600 shares Expires 2025-03-02 F4 · derivative.exercise_date: Vests as to 20% of the options on each of 3/2/18, 2019, 2020, 2021 and 2022. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 20:49 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantRestricted Stock Units · Derivative | 3,200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-003958 · edgar.xml · derivative · entry 4 SLOMANN CHERYL · CIK 0001109366 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,200 Underlying: Common Stock · 3,200 shares Expires not disclosed F2 · security: Each restricted stock unit represents a contingent right to receive one share of CAKE common stock. F3 · derivative.exercise_date: Represents restricted stock units that vest 60% on 3/2/2020 and 20% on each of 3/2/2021 and 2022. F3 · derivative.expiration_date: Represents restricted stock units that vest 60% on 3/2/2020 and 20% on each of 3/2/2021 and 2022. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 21:59 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 351 | $58.40 | $20,498.40 |
DisclosureSEC source: 0001179110-17-000781 · edgar.xml · nonDerivative · entry 1 SLOMANN CHERYL · CIK 0001109366 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,538 Read SEC document |
| November 29, 2016 Filed Nov 29, 2016 23:58 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | SaleCommon Stock | 1,000 | $59.38 | $59,379.00 |
DisclosureSEC source: 0001179110-16-032179 · edgar.xml · nonDerivative · entry 1 SLOMANN CHERYL · CIK 0001109366 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,089 Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 01:04 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | SaleCommon Stock | 1,000 | $57.13 | $57,127.30 |
DisclosureSEC source: 0001179110-16-031810 · edgar.xml · nonDerivative · entry 1 SLOMANN CHERYL · CIK 0001109366 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,089 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.