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 |
|---|---|---|---|---|---|---|
| March 03, 2020 Filed Mar 4, 2020 23:31 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 4,340 | $34.65 | $150,381.00 |
DisclosureSEC source: 0001179110-20-003118 · 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: 2,878,367 F1 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 23:37 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantEmployee Stock Option (right to buy) · Derivative | 336,900 | $0.00 Strike: $40.16 | $0.00 |
DisclosureSEC source: 0001179110-20-001996 · edgar.xml · derivative · entry 5 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,900 Underlying: Common Stock · 336,900 shares Expires 2030-02-18 F5 · derivative.exercise_date: Vests as to 20% of the options on each of 2/18/2021, 2022, 2023, 2024 and 2025. Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 20:20 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GiftCommon Stock | 22,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-003792 · 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: 2,873,957 F1 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 22:48 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 3,669 | $46.63 | $171,085.47 |
DisclosureSEC source: 0001179110-19-003548 · 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: 2,895,957 F1 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 22:48 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 3,471 | $46.68 | $162,026.28 |
DisclosureSEC source: 0001179110-19-003548 · 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: 2,892,226 F1 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| March 03, 2019 Filed Mar 6, 2019 01:58 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 13,016 | $46.85 | $609,799.60 |
DisclosureSEC source: 0001179110-19-003390 · 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: 2,888,697 F1 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 23:51 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 114,103 | $0.00 Strike: $29.29 | $0.00 |
DisclosureSEC source: 0001179110-19-003142 · edgar.xml · derivative · entry 9 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 114,103 shares Expires 2020-01-05 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 |
| March 01, 2019 Filed Mar 4, 2019 23:51 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | SaleCommon Stock | 103,400 | $47.73 | $4,935,695.60 |
DisclosureSEC source: 0001179110-19-003142 · 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: 2,875,463 F3 · price: The price reported in column 4 is weighted average price. These shares were sold in multiple transactions ranging from $46.50 to $47.14, 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 |
| March 01, 2019 Filed Mar 4, 2019 23:51 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionCommon Stock | 114,103 | $29.29 | $3,342,076.87 |
DisclosureSEC source: 0001179110-19-003142 · 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: 2,978,863 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 28, 2019 Filed Mar 4, 2019 23:51 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 55,897 | $0.00 Strike: $29.29 | $0.00 |
DisclosureSEC source: 0001179110-19-003142 · edgar.xml · derivative · entry 8 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,103 Underlying: Common Stock · 55,897 shares Expires 2020-01-05 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 28, 2019 Filed Mar 4, 2019 23:51 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | SaleCommon Stock | 55,897 | $47.43 | $2,651,183.53 |
DisclosureSEC source: 0001179110-19-003142 · 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: 2,864,760 F2 · price: The price reported in column 4 is weighted average price. These shares were sold in multiple transactions ranging from $47.30 to $47.67, 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 |
| February 28, 2019 Filed Mar 4, 2019 23:51 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionCommon Stock | 55,897 | $29.29 | $1,637,223.13 |
DisclosureSEC source: 0001179110-19-003142 · 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: 2,920,657 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 13, 2019 Filed Feb 15, 2019 21:33 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantRestricted Stock Units · Derivative | 18,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001986 · edgar.xml · derivative · entry 6 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,750 Underlying: Common Stock · 18,750 shares Expires not disclosed F7 · security: Each restricted stock unit represents a contingent right to receive one share of CAKE common stock. F8 · derivative.exercise_date: On February 13, 2019, the Compensation Committee certificated to the attainment of the EPS goals and determined that 75% of the RSUs were eligible to vest based on continued service-vesting conditions, subject to continued service. F9 · derivative.expiration_date: Restricted Stock Unit award expires upon reporting person's termination of services. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:33 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantEmployee Stock Option (right to buy) · Derivative | 104,000 | $0.00 Strike: $46.03 | $0.00 |
DisclosureSEC source: 0001179110-19-001986 · edgar.xml · derivative · entry 5 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,000 Underlying: Common Stock · 104,000 shares Expires 2027-02-13 F6 · derivative.exercise_date: Vests as to 20% of the options on each of 2/13/2020, 2021, 2022, 2023 and 2024. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:33 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantCommon Stock | 23,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001986 · 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: 44,300 F1 · shares: Restricted stock award which vests as to 60% of shares on 2/13/2022, and 20% of shares on each of 2/13/2023 and 2/13/2024. F2 · balance_after: Shares of restricted stock subject to forfeiture. Read SEC document |
| April 30, 2018 Filed May 1, 2018 21:43 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 100,000 | $0.00 Strike: $31.10 | $0.00 |
DisclosureSEC source: 0001179110-18-005999 · edgar.xml · derivative · entry 7 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires 2019-01-06 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 |
| April 30, 2018 Filed May 1, 2018 21:43 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | SaleCommon Stock | 48,244 | $51.76 | $2,497,109.44 |
DisclosureSEC source: 0001179110-18-005999 · 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: 2,864,760 F3 · price: The price reported in column 4 is weighted average price. These shares were sold in multiple transactions ranging from $51.50 to $51.99, 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. F1 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is trustee. Read SEC document |
| April 30, 2018 Filed May 1, 2018 21:43 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | SaleCommon Stock | 45,056 | $52.11 | $2,347,868.16 |
DisclosureSEC source: 0001179110-18-005999 · 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: 2,913,004 F2 · price: The price reported in column 4 is weighted average price. These shares were sold in multiple transactions ranging from $52.00 to $52.76, 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 |
| April 30, 2018 Filed May 1, 2018 21:43 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionCommon Stock | 100,000 | $31.10 | $3,110,000.00 |
DisclosureSEC source: 0001179110-18-005999 · 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: 2,958,060 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 |
| March 07, 2018 Filed Mar 9, 2018 19:18 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 4,463 | $49.84 | $222,435.92 |
DisclosureSEC source: 0001179110-18-003937 · 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: 20,600 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 | 3,669 | $48.55 | $178,129.95 |
DisclosureSEC source: 0001179110-18-003765 · edgar.xml · nonDerivative · entry 2 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,600 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 | 8,173 | $48.43 | $395,818.39 |
DisclosureSEC source: 0001179110-18-003765 · 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: 37,000 F1 · balance_after: Shares of restricted stock subject to forfeiture. Read SEC document |
| February 15, 2018 Filed Mar 12, 2018 22:54 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantEmployee Stock Option (right to buy) · Derivative | 179,300 | $0.00 Strike: $47.06 | $0.00 |
DisclosureSEC source: 0001179110-18-004097 · edgar.xml · derivative · entry 5 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,300 Underlying: Common Stock · 179,300 shares Expires 2026-02-15 F5 · derivative.exercise_date: Vests as to 20% of the options on each of 2/15/19, 2020, 2021, 2022 and 2023. Read SEC document |
| February 15, 2018 Filed Feb 15, 2019 21:34 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GrantRestricted Stock Units · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001989 · edgar.xml · derivative · entry 1 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires not disclosed F1 · security: Each restricted stock unit represents a contingent right to receive one share of CAKE common stock. F2 · derivative.exercise_date: On February 15, 2018, the Compensation Committee certificated to the attainment of the EBITDA goals and determined that 100% of the RSUs were eligible to vest based on continued service-vesting conditions, subject to continued service. F3 · derivative.expiration_date: Restricted Stock Unit award expires upon reporting person's termination of services. Read SEC document |
| March 17, 2017 Filed Mar 22, 2017 22:08 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | GiftCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-005088 · 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: 2,836,965 F1 · ownership.nature: Shares held by the David M. Overton Family Trust of which Mr. Overton is Trustee. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 00:17 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 4,697 | $61.61 | $289,382.17 |
DisclosureSEC source: 0001179110-17-004288 · edgar.xml · nonDerivative · entry 2 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,800 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 | 11,584 | $61.83 | $716,238.72 |
DisclosureSEC source: 0001179110-17-004288 · 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: 67,800 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 | 73,500 | $0.00 Strike: $61.59 | $0.00 |
DisclosureSEC source: 0001179110-17-004054 · edgar.xml · derivative · entry 5 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,500 Underlying: Common Stock · 73,500 shares Expires 2025-03-02 F5 · 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 22:01 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Tax withholdingCommon Stock | 3,457 | $58.40 | $201,888.80 |
DisclosureSEC source: 0001179110-17-000786 · 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: 90,000 F1 · balance_after: Shares of restricted stock subject to forfeiture. Read SEC document |
| November 21, 2016 Filed Nov 21, 2016 22:56 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | SaleCommon Stock | 19,542 | $58.31 | $1,139,568.28 |
DisclosureSEC source: 0001179110-16-031907 · 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: 2,841,503 F3 · price: The price reported in column 4 is weighted average price. These shares were sold in multiple transactions ranging from $58.30 to $58.46, 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 18, 2016 Filed Nov 21, 2016 22:56 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 100,000 | $0.00 Strike: $21.42 | $0.00 |
DisclosureSEC source: 0001179110-16-031907 · edgar.xml · derivative · entry 7 OVERTON DAVID · CIK 0000902162 · Director · Chairman and C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires 2018-01-07 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 |
| November 18, 2016 Filed Nov 21, 2016 22:56 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | SaleCommon Stock | 89,997 | $57.51 | $5,176,006.46 |
DisclosureSEC source: 0001179110-16-031907 · 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: 2,861,045 F2 · price: The price reported in column 4 is weighted average price. These shares were sold in multiple transactions ranging from $57.23 to $57.98, 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 18, 2016 Filed Nov 21, 2016 22:56 UTC | CHEESECAKE FACTORY INC CAKE · Entity 2157 | Exercise / conversionCommon Stock | 100,000 | $21.42 | $2,142,000.00 |
DisclosureSEC source: 0001179110-16-031907 · 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: 2,951,042 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.