Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEESECAKE FACTORY INCCAKE · Entity 2157 | Director · CHAIRMAN AND C.E.O. | August 05, 2026 | August 06, 2026 |
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 August 05, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 89,805 |
Reported balance
After 2026-08-05 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-08-05 · Sale · Disposed 94,145 · Balance 89,805 F1: The price reported within column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $105.09 to $107.34, inclusive. The reporting person undertakes to provide to CAKE Corporation, any security holder of CAKE Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. F2: Shares held by the David M. Overton 2011 Gift Trust UTA dated 11/23/2011 for the benefit of the reporting person's son. The reporting person's spouse is trustee of the trust. The reporting person disclaims beneficial ownership of these securities. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 3,079,779 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,079,779 F3: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 60,211 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 60,211 F5: Shares held by Mr. Overton's spouse as trustee for the Sheila A. Overton Living Trust. The reporting person disclaims beneficial ownership of these securities. |
| Common StockSEC Table I · non-derivative | Direct | 264,865 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 264,865 F4: Shares of restricted stock subject to forfeiture. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported within column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $105.09 to $107.34, inclusive. The reporting person undertakes to provide to CAKE Corporation, any security holder of CAKE Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4.
F2: Shares held by the David M. Overton 2011 Gift Trust UTA dated 11/23/2011 for the benefit of the reporting person's son. The reporting person's spouse is trustee of the trust. The reporting person disclaims beneficial ownership of these securities.
F3: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee.
F4: Shares of restricted stock subject to forfeiture.
F5: Shares held by Mr. Overton's spouse as trustee for the Sheila A. Overton Living Trust. The reporting person disclaims beneficial ownership of these securities.
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 |
|---|---|---|---|---|---|---|
| August 05, 2026 Filed Aug 6, 2026 23:00 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | SaleCommon Stock | 94,145 | $106.27 | $10,004,789.15 |
DisclosureSEC source: 0000902162-26-000012 · form4-08062026_110815.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 89,805 F1 · price: The price reported within column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $105.09 to $107.34, inclusive. The reporting person undertakes to provide to CAKE Corporation, any security holder of CAKE Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. F2 · balance_after: Shares held by the David M. Overton 2011 Gift Trust UTA dated 11/23/2011 for the benefit of the reporting person's son. The reporting person's spouse is trustee of the trust. The reporting person disclaims beneficial ownership of these securities. Read SEC document |
| May 01, 2026 Filed May 4, 2026 21:46 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 104,000 | $0.00 Strike: $46.03 | $0.00 |
DisclosureSEC source: 0000902162-26-000010 · form4-05042026_090548.xml · derivative · entry 6 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 104,000 shares Expires 2027-02-13 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 |
| May 01, 2026 Filed May 4, 2026 21:46 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | SaleCommon Stock | 104,000 | $61.02 | $6,346,080.00 |
DisclosureSEC source: 0000902162-26-000010 · form4-05042026_090548.xml · nonDerivative · entry 2 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,079,779 F2 · price: The price reported within column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $59.60 to $62.37, inclusive. The reporting person undertakes to provide to CAKE Corporation, any security holder of CAKE Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. F1 · balance_after: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| May 01, 2026 Filed May 4, 2026 21:46 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionCommon Stock | 104,000 | $46.03 | $4,787,120.00 |
DisclosureSEC source: 0000902162-26-000010 · form4-05042026_090548.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,183,779 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 · balance_after: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 21:00 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 4,655 | $55.30 | $257,421.50 |
DisclosureSEC source: 0000902162-26-000008 · form4-04032026_090417.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,079,779 F1 · shares: 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 April 1, 2026, from the vesting of restricted stock. F2 · balance_after: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| February 16, 2026 Filed Feb 17, 2026 22:52 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 19,247 | $58.67 | $1,129,221.49 |
DisclosureSEC source: 0000902162-26-000006 · form4-02172026_100228.xml · nonDerivative · entry 2 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,075,286 F3 · shares: 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 16, 2026, from the vesting of Performance Share Awards. F2 · balance_after: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| February 16, 2026 Filed Feb 17, 2026 22:52 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 21,150 | $58.67 | $1,240,870.50 |
DisclosureSEC source: 0000902162-26-000006 · form4-02172026_100228.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,056,706 F1 · shares: 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 16, 2026, from the vesting of Restricted Stock Awards. F2 · balance_after: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 23:00 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantCommon Stock | 63,045 | $0.00 | $0.00 |
DisclosureSEC source: 0000902162-26-000004 · form4-02132026_110243.xml · nonDerivative · entry 2 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 353,408 F3 · shares: On February 11, 2026, the Compensation Committee certificated to the attainment of the performance goals underlying the February 2023 grants of performance share awards and determined that 91% of the performance share awards were eligible to vest based on continued service-vesting conditions, with 60% of the shares underlying the award service vesting on February 16, 2026, 20% on February 16, 2027 and 20% on February 16, 2028, subject to the Reporting Person's continued service. F2 · balance_after: Shares of restricted stock subject to forfeiture. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 23:00 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantCommon Stock | 50,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000902162-26-000004 · form4-02132026_110243.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 290,363 F1 · shares: Restricted stock award which vests 60% on 2/11/29 and 20% on each of 2/11/30 and 2/11/31, subject to the Reporting Person's continued service. F2 · balance_after: Shares of restricted stock subject to forfeiture. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 22:51 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 14,785 | $60.57 | $895,527.45 |
DisclosureSEC source: 0000902162-26-000002 · form4-02122026_100201.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,036,288 F1 · shares: 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 10, 2026, from the vesting of restricted stock. F2 · balance_after: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| December 10, 2025 Filed Dec 11, 2025 21:35 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GiftCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0000902162-25-000004 · form4-12112025_091227.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,017,298 F1 · shares: Represents shares of stock gifted to the reporting persons grandson. F2 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:08 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 4,647 | $50.86 | $236,346.42 |
DisclosureSEC source: 0001415889-25-009924 · form4-04032025_080415.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,017,348 F1 · shares: 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 April 1, 2025, from the vesting of restricted stock. F2 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| February 28, 2025 Filed Feb 28, 2025 23:51 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | SaleCommon Stock | 79,300 | $52.99 | $4,202,487.64 |
DisclosureSEC source: 0001415889-25-006061 · form4-02282025_110212.xml · nonDerivative · entry 3 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,012,847 F3 · price: The price reported within column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $52.00 to $53.45, inclusive. The reporting person undertakes to provide to CAKE Corporation, any security holder of CAKE Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3) to this Form 4. Read SEC document |
| February 27, 2025 Filed Feb 28, 2025 23:51 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 179,300 | $0.00 Strike: $47.06 | $0.00 |
DisclosureSEC source: 0001415889-25-006061 · form4-02282025_110212.xml · derivative · entry 7 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 179,300 shares Expires 2026-02-15 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 27, 2025 Filed Feb 28, 2025 23:51 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | SaleCommon Stock | 100,000 | $53.08 | $5,308,310.00 |
DisclosureSEC source: 0001415889-25-006061 · form4-02282025_110212.xml · nonDerivative · entry 2 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,092,147 F2 · price: The price reported within column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $52.26 to $54.00, inclusive. The reporting person undertakes to provide to CAKE Corporation, any security holder of CAKE Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. F1 · ownership.direct: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| February 27, 2025 Filed Feb 28, 2025 23:51 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionCommon Stock | 179,300 | $47.06 | $8,437,858.00 |
DisclosureSEC source: 0001415889-25-006061 · form4-02282025_110212.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,192,147 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 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 23:58 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionRestricted Stock · Derivative | 11,210 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-004953 · form4-02202025_110245.xml · derivative · entry 6 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,210 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. F7 · derivative.exercise_date: On February 13, 2025, the Compensation Committee certificated to the attainment of the Total Revenue Growth, Adjusted Sales Per Productive Square Foot, and Adjusted Controllable Profit goals and determined that 78% of the RSAs were eligible to vest based on continued service-vesting conditions, subject to continued service. Amounts shown represent 20% of the award that service vested on February 18, 2025. F7 · derivative.expiration_date: On February 13, 2025, the Compensation Committee certificated to the attainment of the Total Revenue Growth, Adjusted Sales Per Productive Square Foot, and Adjusted Controllable Profit goals and determined that 78% of the RSAs were eligible to vest based on continued service-vesting conditions, subject to continued service. Amounts shown represent 20% of the award that service vested on February 18, 2025. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 23:58 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 5,693 | $55.78 | $317,555.54 |
DisclosureSEC source: 0001415889-25-004953 · form4-02202025_110245.xml · nonDerivative · entry 2 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,012,847 F3 · shares: 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, 2025, from the vesting of restricted stock. F2 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 23:58 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionCommon Stock | 11,210 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-004953 · form4-02202025_110245.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,012,847 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 · price: Restricted stock represent Issuer Common Stock on a one-for-one basis. F2 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 22:36 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantCommon Stock | 20,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-004478 · form4-02182025_100241.xml · nonDerivative · entry 2 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,146 F3 · shares: On February 13, 2025, the Compensation Committee certificated to the attainment of the performance goals underlying the February 2022 grants of performance share awards and determined that 78% of the performance share awards were eligible to vest based on continued service-vesting conditions, with 60% of the shares underlying the award service vesting immediately, as previously reported. Amounts reported represent 40% of the attained shares, which will vest as to 20% on February 10, 2026 and 20% on February 10, 2027, subject to the Reporting Person's continued service F2 · balance_after: Shares of restricted stock subject to forfeiture. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 22:36 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantCommon Stock | 56,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-004478 · form4-02182025_100241.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,146 F1 · shares: Restricted stock award which vests 60% on 2/13/28 and 20% on each of 2/13/29 and 2/13/30, subject to the Reporting Person's continued service F2 · balance_after: Shares of restricted stock subject to forfeiture. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 22:51 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 38,530 | $53.01 | $2,042,475.30 |
DisclosureSEC source: 0001415889-25-003773 · form4-02122025_100215.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,007,330 F1 · shares: 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 10, 2025, from the vesting of restricted stock. F2 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| November 08, 2024 Filed Nov 12, 2024 22:45 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 269,520 | $0.00 Strike: $40.16 | $0.00 |
DisclosureSEC source: 0001415889-24-026636 · form4-11122024_101117.xml · derivative · entry 6 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,380 Underlying: Common Stock · 269,520 shares Expires 2030-02-18 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 08, 2024 Filed Nov 12, 2024 22:45 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | SaleCommon Stock | 269,520 | $46.65 | $12,573,889.61 |
DisclosureSEC source: 0001415889-24-026636 · form4-11122024_101117.xml · nonDerivative · entry 2 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 2,964,594 F2 · price: The price reported within column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $46.27 to $47.19, inclusive. The reporting person undertakes to provide to CAKE Corporation, any security holder of CAKE Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. F1 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| November 08, 2024 Filed Nov 12, 2024 22:45 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionCommon Stock | 269,520 | $40.16 | $10,823,923.20 |
DisclosureSEC source: 0001415889-24-026636 · form4-11122024_101117.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,234,114 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 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 17:46 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 13,910 | $36.60 | $509,106.00 |
DisclosureSEC source: 0001415889-24-009933 · form4-04032024_050432.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 2,964,594 F1 · shares: 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 April 1, 2024, from the vesting of restricted stock. F2 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee Read SEC document |
| February 20, 2024 Filed Feb 20, 2024 23:22 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 5,682 | $34.93 | $198,472.26 |
DisclosureSEC source: 0001415889-24-004456 · form4-02202024_110230.xml · nonDerivative · entry 2 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 2,951,061 F3 · shares: 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 20, 2024, from the vesting of restricted stock F4 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| February 15, 2024 Filed Feb 15, 2024 23:49 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantRestricted Stock · Derivative | 45,739 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-003989 · form4-02152024_110227.xml · derivative · entry 5 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,739 Underlying: Common Stock · 45,739 shares Expires not disclosed F6 · derivative.exercise_date: On February 15, 2024, the Compensation Committee certificated to the attainment of the Total Revenue Growth, Sales Per Square Foot, and Controllable Profit goals and determined that 106% of the RSAs were eligible to vest based on continued service-vesting conditions, subject to continued service. F7 · derivative.expiration_date: Restricted Stock Award expires upon reporting person's termination of services. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:22 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantCommon Stock | 81,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-004456 · form4-02202024_110230.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,350 F1 · shares: Restricted stock award which vests 60% on 2/15/2027 and 20% on each of 2/15/2028 and 2/15/2029. F2 · balance_after: Shares of restricted stock subject to forfeiture. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 23:49 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 7,208 | $34.18 | $246,369.44 |
DisclosureSEC source: 0001415889-24-003989 · form4-02152024_110227.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 2,945,533 F1 · shares: 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 13, 2024, from the vesting of restricted stock. F2 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 00:26 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 11,047 | $35.11 | $387,860.17 |
DisclosureSEC source: 0001415889-24-003631 · form4-02142024_120251.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 2,938,521 F1 · shares: 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 12, 2024, from the vesting of restricted stock. F2 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| February 18, 2023 Filed Feb 21, 2023 19:21 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantRestricted Stock · Derivative | 33,630 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-002841 · form4-02212023_070214.xml · derivative · entry 5 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,630 Underlying: Common Stock · 33,630 shares Expires not disclosed F6 · derivative.exercise_date: On February 16, 2023, the Compensation Committee certificated to the attainment of the EPS, Sales Per Square Foot, and Controllable Profit goals and determined that 100% of the RSAs were eligible to vest based on continued service-vesting conditions, subject to continued service. F7 · derivative.expiration_date: Restricted Stock Award expires upon reporting person's termination of services. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 19:21 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantCommon Stock | 69,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-002841 · form4-02212023_070214.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,020 F1 · shares: Restricted stock award which vests 60% on 2/16/2026 and 20% on each of 2/16/2027 and 2/16/2028. F2 · balance_after: Shares of restricted stock subject to forfeiture. Read SEC document |
| February 13, 2023 Filed Feb 14, 2023 23:12 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 4,976 | $38.56 | $191,874.56 |
DisclosureSEC source: 0001415889-23-002540 · form4-02142023_110243.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,900,833 F1 · shares: 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 13, 2023, from the vesting of restricted stock. F2 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| February 13, 2022 Filed Feb 16, 2022 00:31 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 17,377 | $39.68 | $689,519.36 |
DisclosureSEC source: 0001415889-22-001413 · form4-02152022_040238.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,891,689 F1 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| February 10, 2022 Filed Feb 15, 2022 00:31 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantRestricted Stock · Derivative | 47,400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-001336 · form4-02142022_040235.xml · derivative · entry 5 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,400 Underlying: Common Stock · 47,400 shares Expires not disclosed F6 · derivative.exercise_date: On February 10, 2022, the Compensation Committee certificated to the attainment of the EPS, Sales Per Square Foot, and Controllable Profit goals and determined that 100% of the RSAs were eligible to vest based on continued service-vesting conditions, subject to continued service. F7 · derivative.expiration_date: Restricted Stock Award expires upon reporting person's termination of services. Read SEC document |
| February 10, 2022 Filed Feb 15, 2022 00:31 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantCommon Stock | 66,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-001336 · form4-02142022_040235.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · CHAIRMAN AND C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,700 F1 · shares: Restricted stock award which vests 60% on 2/10/2025 and 20% on each of 2/10/2026 and 2/10/2027. F2 · balance_after: Shares of restricted stock subject to forfeiture. Read SEC document |
| March 04, 2021 Filed Mar 4, 2021 19:31 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002856 · edgar.xml · nonDerivative · entry 2 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,866,406 F1 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 19:31 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 4,340 | $58.11 | $252,197.40 |
DisclosureSEC source: 0001179110-21-002856 · edgar.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,886,406 F1 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| February 23, 2021 Filed Feb 24, 2021 23:13 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 48,794 | $0.00 Strike: $48.19 | $0.00 |
DisclosureSEC source: 0001179110-21-002248 · edgar.xml · derivative · entry 12 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 48,794 shares Expires 2022-03-06 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 23, 2021 Filed Feb 24, 2021 23:13 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | SaleCommon Stock | 48,794 | $54.10 | $2,639,955.46 |
DisclosureSEC source: 0001179110-21-002248 · edgar.xml · nonDerivative · entry 6 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,881,996 F6 · price: The price reported within column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $54.00 to $54.55, inclusive. The reporting person undertakes to provide to CAKE Corporation, any security holder of CAKE Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3) to this Form 4. F2 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| February 23, 2021 Filed Feb 24, 2021 23:13 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionCommon Stock | 48,794 | $48.19 | $2,351,382.86 |
DisclosureSEC source: 0001179110-21-002248 · edgar.xml · nonDerivative · entry 5 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,930,790 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. F4 · shares: Represents the exercise of stock options expiring in 2022. F2 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 23:13 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 96,206 | $0.00 Strike: $48.19 | $0.00 |
DisclosureSEC source: 0001179110-21-002248 · edgar.xml · derivative · entry 11 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,794 Underlying: Common Stock · 96,206 shares Expires 2022-03-06 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 22, 2021 Filed Feb 24, 2021 23:13 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 175,000 | $0.00 Strike: $35.62 | $0.00 |
DisclosureSEC source: 0001179110-21-002248 · edgar.xml · derivative · entry 10 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 175,000 shares Expires 2021-03-07 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 22, 2021 Filed Feb 24, 2021 23:13 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | SaleCommon Stock | 96,206 | $54.22 | $5,216,164.25 |
DisclosureSEC source: 0001179110-21-002248 · edgar.xml · nonDerivative · entry 4 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,881,996 F5 · price: The price reported within column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $54.00 to $54.92, inclusive. The reporting person undertakes to provide to CAKE Corporation, any security holder of CAKE Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3) to this Form 4. F2 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 23:13 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionCommon Stock | 96,206 | $48.19 | $4,636,167.14 |
DisclosureSEC source: 0001179110-21-002248 · edgar.xml · nonDerivative · entry 3 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,978,202 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. F4 · shares: Represents the exercise of stock options expiring in 2022. F2 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 23:13 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | SaleCommon Stock | 175,000 | $53.07 | $9,286,392.50 |
DisclosureSEC source: 0001179110-21-002248 · edgar.xml · nonDerivative · entry 2 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,881,996 F3 · price: The price reported within column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $51.62 to $54.20, inclusive. The reporting person undertakes to provide to CAKE Corporation, any security holder of CAKE Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3) to this Form 4. F2 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 23:13 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionCommon Stock | 175,000 | $35.62 | $6,233,500.00 |
DisclosureSEC source: 0001179110-21-002248 · edgar.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,056,996 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 · shares: Represents the exercise of stock options expiring within one month. F2 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 20:49 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantCommon Stock | 50,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-001606 · edgar.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,000 F1 · shares: Restricted stock award which vests 60% on 2/10/2024 and 20% on each of 2/10/2025 and 2/10/2026. F2 · balance_after: Shares of restricted stock subject to forfeiture. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 18:15 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 3,471 | $31.52 | $109,405.92 |
DisclosureSEC source: 0001179110-20-003267 · edgar.xml · nonDerivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,881,896 F1 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton 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.