Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEESECAKE FACTORY INCCAKE · Entity 2157 | Director | November 06, 2017 | November 07, 2017 |
| SIMON PROPERTY GROUP INC.SPG · Entity 2946 | Director · Chairman Emeritus of the Board | March 18, 2020 | March 18, 2020 |
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 November 06, 2017 · Filed November 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 195,000 |
Last balance in matching sequence
After 2017-11-06 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2017-11-06 · Purchase · Acquired 239 · Balance 170,239 F1: Held by the Herbert Simon Revocable Trust of which the reporting person is trustee. Row 2 · 2017-11-06 · Purchase · Acquired 22,861 · Balance 193,100 F1: Held by the Herbert Simon Revocable Trust of which the reporting person is trustee. Row 3 · 2017-11-06 · Purchase · Acquired 300 · Balance 193,400 F1: Held by the Herbert Simon Revocable Trust of which the reporting person is trustee. Row 4 · 2017-11-06 · Purchase · Acquired 1,600 · Balance 195,000 F1: Held by the Herbert Simon Revocable Trust of which the reporting person is trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Held by the Herbert Simon Revocable Trust of which the reporting person is trustee.
SIMON PROPERTY GROUP INC.
Report date March 18, 2020 · Filed March 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Herbert Simon Revocable Trust dtd 3/22/1995 | 94,286 |
Reported balance
After 2020-03-18 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-03-18 · Purchase · Acquired 94,286 · Balance 94,286 |
| Common StockSEC Table I · non-derivative | IndirectBy Herbert Simon Family Foundation | 94,286 |
Reported balance
After 2020-03-18 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-03-18 · Purchase · Acquired 94,286 · Balance 94,286 |
| Common StockSEC Table I · non-derivative | Direct | 2,353 |
Reported balance
Holding disclosure · report date 2020-03-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,353 |
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 18, 2020 Filed Mar 18, 2020 20:00 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 94,286 | $52.67 | $4,966,043.62 |
DisclosureSEC source: 0001179110-20-003883 · edgar.xml · nonDerivative · entry 2 SIMON HERBERT · CIK 0001235745 · Director · Chairman Emeritus of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Herbert Simon Family Foundation Disclosed balance after: 94,286 Read SEC document |
| March 18, 2020 Filed Mar 18, 2020 20:00 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 94,286 | $52.68 | $4,966,986.48 |
DisclosureSEC source: 0001179110-20-003883 · edgar.xml · nonDerivative · entry 1 SIMON HERBERT · CIK 0001235745 · Director · Chairman Emeritus of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Herbert Simon Revocable Trust dtd 3/22/1995 Disclosed balance after: 94,286 Read SEC document |
| November 06, 2017 Filed Nov 7, 2017 20:55 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | PurchaseCommon Stock | 1,600 | $43.48 | $69,568.00 |
DisclosureSEC 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 | CHEESECAKE FACTORY INC CAKE · Entity 2157 | PurchaseCommon Stock | 300 | $43.49 | $13,047.00 |
DisclosureSEC 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 | CHEESECAKE FACTORY INC CAKE · Entity 2157 | PurchaseCommon Stock | 22,861 | $43.50 | $994,453.50 |
DisclosureSEC 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 | CHEESECAKE FACTORY INC CAKE · Entity 2157 | PurchaseCommon Stock | 239 | $43.51 | $10,398.89 |
DisclosureSEC 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. 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.