Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEESECAKE FACTORY INCCAKE · Entity 2157 | President (Subsidiary) | March 07, 2018 | March 09, 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.
CHEESECAKE FACTORY INC
Report date March 07, 2018 · Filed March 09, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,320 |
Reported balance
After 2018-03-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-03-07 · Tax withholding · Disposed 415 · Balance 2,320 F1: Shares of restricted stock subject to forfeiture. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 43,695 |
Reported balance
Holding disclosure · report date 2018-03-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 43,695 F2: Shares held by the Byfuglin Family Trust u/t/a 9/27/2003 of which the reporting person and his spouse are trustees |
| Common StockSEC Table I · non-derivative | IndirectAs custodian for grandchildren under Uniform Gifts to Minors Act | 2,700 |
Reported balance
Holding disclosure · report date 2018-03-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,700 F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of restricted stock subject to forfeiture.
F2: Shares held by the Byfuglin Family Trust u/t/a 9/27/2003 of which the reporting person and his spouse are trustees
F3: 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.
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 07, 2018 Filed Mar 9, 2018 19:18 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 415 | $49.84 | $20,683.60 |
DisclosureSEC 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 06, 2018 Filed Mar 7, 2018 21:16 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 277 | $48.55 | $13,448.35 |
DisclosureSEC 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 05, 2018 Filed Mar 7, 2018 21:16 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 789 | $48.43 | $38,211.27 |
DisclosureSEC 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 |
| November 21, 2017 Filed Nov 22, 2017 18:24 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GiftCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC 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 | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GiftCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC 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 |
| March 09, 2017 Filed Mar 22, 2017 21:57 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GiftCommon Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-005087 · edgar.xml · nonDerivative · entry 3 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: 1,800 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 |
| March 09, 2017 Filed Mar 22, 2017 21:57 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GiftCommon Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-005087 · edgar.xml · nonDerivative · entry 2 BYFUGLIN MAX S · CIK 0001208206 · President (Subsidiary) 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 41,796 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 |
| March 09, 2017 Filed Mar 22, 2017 21:57 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GiftCommon Stock | 225 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-005087 · edgar.xml · nonDerivative · entry 1 BYFUGLIN MAX S · CIK 0001208206 · President (Subsidiary) 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 43,596 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 |
| March 07, 2017 Filed Mar 9, 2017 00:17 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 451 | $61.61 | $27,786.11 |
DisclosureSEC source: 0001179110-17-004287 · edgar.xml · nonDerivative · entry 2 BYFUGLIN MAX S · CIK 0001208206 · President (Subsidiary) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,600 F1 · balance_after: Shares of restricted stock subject to forfeiture. Read SEC document |
| March 06, 2017 Filed Mar 9, 2017 00:17 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 902 | $61.83 | $55,770.66 |
DisclosureSEC source: 0001179110-17-004287 · edgar.xml · nonDerivative · entry 1 BYFUGLIN MAX S · CIK 0001208206 · President (Subsidiary) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,800 F1 · balance_after: Shares of restricted stock subject to forfeiture. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 23:16 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantEmployee Stock Option (right to buy) · Derivative | 6,775 | $0.00 Strike: $61.59 | $0.00 |
DisclosureSEC source: 0001179110-17-004053 · edgar.xml · derivative · entry 3 BYFUGLIN MAX S · CIK 0001208206 · President (Subsidiary) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,775 Underlying: Common Stock · 6,775 shares Expires 2025-03-02 F3 · derivative.exercise_date: Vests as to 20% of the options on each of 3/2/18, 2019, 2020, 2021 and 2022. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 22:00 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 570 | $58.40 | $33,288.00 |
DisclosureSEC source: 0001179110-17-000783 · edgar.xml · nonDerivative · entry 1 BYFUGLIN MAX S · CIK 0001208206 · President (Subsidiary) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,200 F1 · balance_after: Shares of restricted stock subject to forfeiture. 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.