Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bloomin' Brands, Inc.BLMN · Entity 5085 | EVP & CDO | May 06, 2019 | May 08, 2019 |
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.
Bloomin' Brands, Inc.
Report date May 06, 2019 · Filed May 08, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,616 |
Ending reported balance
After 2019-05-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-05-06 · Exercise / conversion · Acquired 7,500 · Balance 55,568 F1: These shares of common stock were acquired upon the vesting and settlement of certain restricted stock units. Row 2 · 2019-05-06 · Tax withholding · Disposed 2,952 · Balance 52,616 F2: These common shares were delivered to the issuer to pay for the applicable withholding tax due upon vesting of certain restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2019-05-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-05-06 · Exercise / conversion · Disposed 7,500 · Balance 0 F3: Each restricted stock unit represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F4: These restricted stock units were surrendered in exchange for shares of common stock of the issuer. F5: On May 4, 2015, these restricted stock units were granted in the original amount of 30,000, which vest in four equal annual installments, with a final vesting in 2019. F6: This field is not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 11,923 |
Reported balance
Holding disclosure · report date 2019-05-06 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 11,923 F3: Each restricted stock unit represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F7: On February 19, 2019, these restricted stock units were granted in the original amount of 11,923, which vest in three equal annual installments, with a final vesting in 2022. F6: This field is not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,609 |
Reported balance
Holding disclosure · report date 2019-05-06 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 6,609 F3: Each restricted stock unit represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F8: On February 23, 2018, these restricted stock units were granted in the original amount of 8,811, which vest in four equal annual installments, with a final vesting in 2022. F6: This field is not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 17,769 |
Reported balance
Holding disclosure · report date 2019-05-06 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 17,769 F3: Each restricted stock unit represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F9: On February 24, 2017, these restricted stock units were granted in the original amount of 35,537, which vest in four equal annual installments, with a final vesting in 2021. F6: This field is not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,547 |
Reported balance
Holding disclosure · report date 2019-05-06 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 3,547 F3: Each restricted stock unit represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F10: On February 25, 2016, these restricted stock units were granted in the original amount of 14,188, which vest in four equal annual installments, with a final vesting in 2020. F6: This field is not applicable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.29 · Expires 2019-02-19 | Direct | 30,982 |
Reported balance
Holding disclosure · report date 2019-05-06 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 30,982 F11: On February 19, 2019, these stock options were granted in the original amount of 30,982, which vest in three equal annual installments with a final vesting in 2022. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.10 · Expires 2028-02-23 | Direct | 20,633 |
Reported balance
Holding disclosure · report date 2019-05-06 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 20,633 F12: On February 23, 2018, these stock options were granted in the original amount of 20,633, which vest in four equal annual installments, with a final vesting in 2022. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.27 · Expires 2027-02-24 | Direct | 84,654 |
Reported balance
Holding disclosure · report date 2019-05-06 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 84,654 F13: On February 24, 2017, these stock options were granted in the original amount of 84,654, which vest in four equal annual installments, with a final vesting in 2021. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.15 · Expires 2026-02-25 | Direct | 33,076 |
Reported balance
Holding disclosure · report date 2019-05-06 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 33,076 F14: On February 25, 2016, these stock options were granted in the original amount of 33,076, which vest in four equal annual installments, with a final vesting in 2020. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.36 · Expires 2025-02-26 | Direct | 16,545 |
Reported balance
Holding disclosure · report date 2019-05-06 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 16,545 F15: These stock options are fully vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.80 · Expires 2026-03-01 | Direct | 44,393 |
Reported balance
Holding disclosure · report date 2019-05-06 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 44,393 F15: These stock options are fully vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.09 · Expires 2024-02-03 | Direct | 200,000 |
Reported balance
Holding disclosure · report date 2019-05-06 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 200,000 F15: These stock options are fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of common stock were acquired upon the vesting and settlement of certain restricted stock units.
F2: These common shares were delivered to the issuer to pay for the applicable withholding tax due upon vesting of certain restricted stock units.
F3: Each restricted stock unit represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit.
F4: These restricted stock units were surrendered in exchange for shares of common stock of the issuer.
F5: On May 4, 2015, these restricted stock units were granted in the original amount of 30,000, which vest in four equal annual installments, with a final vesting in 2019.
F6: This field is not applicable.
F7: On February 19, 2019, these restricted stock units were granted in the original amount of 11,923, which vest in three equal annual installments, with a final vesting in 2022.
F8: On February 23, 2018, these restricted stock units were granted in the original amount of 8,811, which vest in four equal annual installments, with a final vesting in 2022.
F9: On February 24, 2017, these restricted stock units were granted in the original amount of 35,537, which vest in four equal annual installments, with a final vesting in 2021.
F10: On February 25, 2016, these restricted stock units were granted in the original amount of 14,188, which vest in four equal annual installments, with a final vesting in 2020.
F11: On February 19, 2019, these stock options were granted in the original amount of 30,982, which vest in three equal annual installments with a final vesting in 2022.
F12: On February 23, 2018, these stock options were granted in the original amount of 20,633, which vest in four equal annual installments, with a final vesting in 2022.
F13: On February 24, 2017, these stock options were granted in the original amount of 84,654, which vest in four equal annual installments, with a final vesting in 2021.
F14: On February 25, 2016, these stock options were granted in the original amount of 33,076, which vest in four equal annual installments, with a final vesting in 2020.
F15: These stock options are fully vested.
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 |
|---|---|---|---|---|---|---|
| February 25, 2017 Filed Mar 1, 2017 00:41 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Tax withholdingCommon Stock | 971 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-17-000029 · wf-form4_148832886823666.xml · nonDerivative · entry 2 SINGH SUKHDEV · CIK 0001641524 · EVP & CDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,244 Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:41 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 3,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-17-000029 · wf-form4_148832886823666.xml · nonDerivative · entry 1 SINGH SUKHDEV · CIK 0001641524 · EVP & CDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,215 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 |
| February 24, 2017 Filed Mar 1, 2017 00:41 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | GrantStock Option (right to buy) · Derivative | 84,654 | $0.00 Strike: $17.27 | $0.00 |
DisclosureSEC source: 0001546417-17-000029 · wf-form4_148832886823666.xml · derivative · entry 7 SINGH SUKHDEV · CIK 0001641524 · EVP & CDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,654 Underlying: Common Stock · 84,654 shares Expires 2027-02-24 F6 · derivative.exercise_date: These stock options, in the original grant amount of 84,654, will begin vesting in four equal annual installments on February 24, 2018. Read SEC document |
| February 24, 2017 Filed Mar 1, 2017 00:41 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | GrantRestricted Stock Units · Derivative | 35,537 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001546417-17-000029 · wf-form4_148832886823666.xml · derivative · entry 5 SINGH SUKHDEV · CIK 0001641524 · EVP & CDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,537 Underlying: Common Stock · 35,537 shares Expires not disclosed F3 · derivative.exercise_date: These restricted stock units, in the original grant amount of 35,537, will begin vesting in four equal annual installments on February 24, 2018. F4 · derivative.expiration_date: This field is not applicable. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 22:19 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001546417-17-000004 · wf-form4_148650594009676.xml · derivative · entry 3 SINGH SUKHDEV · CIK 0001641524 · EVP & CDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires not disclosed 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 · derivative.exercise_date: These restricted stock units, in the original grant amount of 40,000, began vesting in four equal annual installments on February 3, 2015. F2 · derivative.expiration_date: This field is not applicable. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 22:19 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Tax withholdingCommon Stock | 2,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-17-000004 · wf-form4_148650594009676.xml · nonDerivative · entry 2 SINGH SUKHDEV · CIK 0001641524 · EVP & CDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,668 Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 22:19 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-17-000004 · wf-form4_148650594009676.xml · nonDerivative · entry 1 SINGH SUKHDEV · CIK 0001641524 · EVP & CDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,650 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 |
| November 22, 2016 Filed Mar 27, 2017 15:06 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | PurchaseCommon Stock | 96.419 | $19.13 | $1,844.50 |
DisclosureSEC source: 0001546417-17-000036 · wf-form4_149062714674122.xml · nonDerivative · entry 1 SINGH SUKHDEV · CIK 0001641524 · EVP & CDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,205.419 F1 · shares: These shares were acquired through a dividend reinvestment on November 22, 2016. F2 · balance_after: This Form 4 corrects all previously filed Statements of Beneficial Ownership of Securities, including the Initial Statement of Beneficial Ownership of Securities filed May 11, 2015, each of which incorrectly over-reported Mr. Singh's common stock ownership by 2,852 shares. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 22:35 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionRestricted Stock Units · Derivative | 7,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001546417-16-000203 · wf-form4_147562050952105.xml · derivative · entry 3 SINGH SUKHDEV · CIK 0001641524 · EVP & CDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 7,500 shares Expires not disclosed 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 · derivative.exercise_date: These restricted stock units, in the original grant amount of 30,000, began vesting in four equal annual installments on October 1, 2015. F2 · derivative.expiration_date: This field is not applicable. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 22:35 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Tax withholdingCommon Stock | 2,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-16-000203 · wf-form4_147562050952105.xml · nonDerivative · entry 2 SINGH SUKHDEV · CIK 0001641524 · EVP & CDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,650 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 22:35 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-16-000203 · wf-form4_147562050952105.xml · nonDerivative · entry 1 SINGH SUKHDEV · CIK 0001641524 · EVP & CDO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,702 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.