Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bloomin' Brands, Inc.BLMN · Entity 5085 | EVP & Pres. Bonefish Grill | March 01, 2019 | March 05, 2019 |
| Del Frisco's Restaurant Group, Inc.DFRG · Entity 154639 | CEO, Emerging Brands | August 06, 2018 | August 07, 2018 |
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 March 01, 2019 · Filed March 05, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 40,000 |
Reported balance
After 2019-03-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-03-01 · Grant · Acquired 40,000 · Balance 40,000 F1: Each restricted stock unit represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F2: On March 1, 2019, these restricted stock units were granted in the original amount of 40,000, which vest in four equal annual installments, with a final vesting in 2023. F3: This field is not applicable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.72 · Expires 2029-03-01 | Direct | 35,000 |
Reported balance
After 2019-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-03-01 · Grant · Acquired 35,000 · Balance 35,000 F4: On March 1, 2019, these stock options were granted in the original amount of 35,000, which vest in four equal annual installments, with a final vesting in 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit.
F2: On March 1, 2019, these restricted stock units were granted in the original amount of 40,000, which vest in four equal annual installments, with a final vesting in 2023.
F3: This field is not applicable.
F4: On March 1, 2019, these stock options were granted in the original amount of 35,000, which vest in four equal annual installments, with a final vesting in 2023.
Del Frisco's Restaurant Group, Inc.
Report date August 06, 2018 · Filed August 07, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,500 |
Reported balance
After 2018-08-06 transaction · row 1
1 source rowRow 1 · 2018-08-06 · Purchase · Acquired 2,500 · Balance 2,500 F1: Represents shares of Common Stock purchased from the underwriters pursuant to the Company's underwritten public offering of 11,250,000 shares of its common stock (the "Offering"). The Offering closed on August 6, 2018 and the Shares were purchased at the public offering price of $8.00 per share. The Reporting Person is subject to a customary lock-up (including customary exceptions) which expires 60 days from August 1. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Common Stock purchased from the underwriters pursuant to the Company's underwritten public offering of 11,250,000 shares of its common stock (the "Offering"). The Offering closed on August 6, 2018 and the Shares were purchased at the public offering price of $8.00 per share. The Reporting Person is subject to a customary lock-up (including customary exceptions) which expires 60 days from August 1.
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 01, 2019 Filed Mar 5, 2019 09:08 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | GrantStock Option (right to buy) · Derivative | 35,000 | $0.00 Strike: $20.72 | $0.00 |
DisclosureSEC source: 0001546417-19-000037 · wf-form4_155179491854982.xml · derivative · entry 2 Carcara Jeff Frank · CIK 0001748661 · EVP & Pres. Bonefish Grill 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 35,000 shares Expires 2029-03-01 F4 · derivative.exercise_date: On March 1, 2019, these stock options were granted in the original amount of 35,000, which vest in four equal annual installments, with a final vesting in 2023. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 09:08 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | GrantRestricted Stock Units · Derivative | 40,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001546417-19-000037 · wf-form4_155179491854982.xml · derivative · entry 1 Carcara Jeff Frank · CIK 0001748661 · EVP & Pres. Bonefish Grill 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F2 · derivative.exercise_date: On March 1, 2019, these restricted stock units were granted in the original amount of 40,000, which vest in four equal annual installments, with a final vesting in 2023. F3 · derivative.expiration_date: This field is not applicable. Read SEC document |
| August 06, 2018 Filed Aug 7, 2018 16:23 UTC | Del Frisco's Restaurant Group, Inc. DFRG · Entity 154639 | PurchaseCommon Stock | 2,500 | $8.00 | $20,000.00 |
DisclosureSEC source: 0001415301-18-000103 · wf-form4_153367338972052.xml · nonDerivative · entry 1 Carcara Jeff Frank · CIK 0001748661 · CEO, Emerging Brands 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 F1 · shares: Represents shares of Common Stock purchased from the underwriters pursuant to the Company's underwritten public offering of 11,250,000 shares of its common stock (the "Offering"). The Offering closed on August 6, 2018 and the Shares were purchased at the public offering price of $8.00 per share. The Reporting Person is subject to a customary lock-up (including customary exceptions) which expires 60 days from August 1. 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.