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person · Reporting owner

SMITH ELIZABETH A

Disclosed activity across 4 companies

Tapewire entity
28917
SEC CIK
0001209033

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BROWN FORMAN CORPBFA, BFB · Entity 3449DirectorJuly 23, 2026July 24, 2026
Bloomin' Brands, Inc.BLMN · Entity 5085DirectorApril 18, 2023May 22, 2023
Hilton Worldwide Holdings Inc.HLT · Entity 2978DirectorSeptember 30, 2026October 02, 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.

BROWN FORMAN CORP

Report date July 23, 2026 · Filed July 24, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Deferred Stock UnitsSEC Table II · derivative / convertible securityDirect28,063.4136 Reported balance After 2026-07-23 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-07-23 · Grant · Acquired 9,523.8095 · Balance 28,063.4136

F1: Under the Brown-Forman Corporation Amended and Restated Non-Employee Director Deferred Stock Unit Program, each DSU represents the right to receive one share of the Company's Class A stock. Grants made on July 23, 2026, were based on the closing price of the Company's Class A common stock on that date ($26.25). On each dividend payment date, participants are credited with DSU equivalents, and the DSU total on this form has been updated to reflect such credits.

F2: Annual grants of DSUs vest over the course of the Board year. DSUs are paid out in Class A common stock on the first February 1 that is at least six months following the director's termination from Board service.

Filing footnotes · ownership attribution and instrument terms

F1: Under the Brown-Forman Corporation Amended and Restated Non-Employee Director Deferred Stock Unit Program, each DSU represents the right to receive one share of the Company's Class A stock. Grants made on July 23, 2026, were based on the closing price of the Company's Class A common stock on that date ($26.25). On each dividend payment date, participants are credited with DSU equivalents, and the DSU total on this form has been updated to reflect such credits.

F2: Annual grants of DSUs vest over the course of the Board year. DSUs are paid out in Class A common stock on the first February 1 that is at least six months following the director's termination from Board service.

Bloomin' Brands, Inc.

Report date April 18, 2023 · Filed May 22, 2023

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect257,569 Ending reported balance After 2023-04-18 transaction · row 3
3 source rows · reconciled sequence

Row 1 · 2023-04-18 · Exercise / conversion · Acquired 3,506 · Balance 247,100

Row 2 · 2023-04-18 · Exercise / conversion · Acquired 3,524 · Balance 250,624

Row 3 · 2023-04-18 · Exercise / conversion · Acquired 6,945 · Balance 257,569

Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2023-04-18 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2023-04-18 · Exercise / conversion · Disposed 3,506 · Balance 0

F1: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit.

F2: These RSUs, in the original grant amount of 10,518, vest in three equal installments immediately prior to the issuer's annual meeting of stockholders each year beginning in 2021.

F3: This field is not applicable.

Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2023-04-18 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2023-04-18 · Exercise / conversion · Disposed 3,524 · Balance 0

F1: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit.

F4: In recognition of her service to the Board of Directors of the issuer, Ms. Smith's non-vested RSU awards were accelerated effective April 18, 2023 immediately prior to the effectiveness of her resignation as a member of the Board of Directors.

F5: These RSUs, in the original amount of 5,286, vest in three equal annual installments prior to the issuer's annual meeting of stockholders each year beginning in 2022.

F3: This field is not applicable.

Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2023-04-18 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2023-04-18 · Exercise / conversion · Disposed 6,945 · Balance 0

F1: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit.

F6: These RSUs, in the original grant amount of 6,945, will fully vest immediately prior to the issuer's annual meeting of stockholders each year beginning in 2023.

F3: This field is not applicable.

Filing footnotes · ownership attribution and instrument terms

F1: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit.

F2: These RSUs, in the original grant amount of 10,518, vest in three equal installments immediately prior to the issuer's annual meeting of stockholders each year beginning in 2021.

F3: This field is not applicable.

F4: In recognition of her service to the Board of Directors of the issuer, Ms. Smith's non-vested RSU awards were accelerated effective April 18, 2023 immediately prior to the effectiveness of her resignation as a member of the Board of Directors.

F5: These RSUs, in the original amount of 5,286, vest in three equal annual installments prior to the issuer's annual meeting of stockholders each year beginning in 2022.

F6: These RSUs, in the original grant amount of 6,945, will fully vest immediately prior to the issuer's annual meeting of stockholders each year beginning in 2023.

Hilton Worldwide Holdings Inc.

Report date September 30, 2026 · Filed October 02, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect23,334.255 Reported balance After 2026-09-30 transaction · row 1
1 source row

Row 1 · 2026-09-30 · Grant · Acquired 8.78 · Balance 23,334.255

F1: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred share units.

Filing footnotes · ownership attribution and instrument terms

F1: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred share units.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

GAP INC

Report date June 18, 2021 · Filed June 22, 2021

Section 16 reporting ended · disclosed 2021-06-22. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect30,524 Reported balance After 2021-06-18 transaction · row 1
1 source row

Row 1 · 2021-06-18 · Grant · Acquired 30,524 · Balance 30,524

Dividend Equivalent RightsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct234 Reported balance After 2021-06-18 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2021-06-18 · Grant · Acquired 234 · Balance 234

F1: Each dividend equivalent right is the economic equivalent of one share of Gap Inc. common stock.

F2: The dividend equivalent rights accrued on stock units originally granted on April 1, 2020 and June 30, 2020 are immediately vested. Vested shares are delivered to the reporting person no sooner than 3 years from the date of grant, unless further deferred, or immediately upon cessation of service as a member of the Board, if earlier. The reporting person's service on the Board ended June 18, 2021.

F3: Not applicable.

Dividend Equivalent RightsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2021-06-18 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2021-06-18 · Exercise / conversion · Disposed 234 · Balance 0

F1: Each dividend equivalent right is the economic equivalent of one share of Gap Inc. common stock.

F4: These shares were issued in settlement of dividend equivalent rights accrued on stock units granted on April 1, 2020 and June 30, 2020.

F3: Not applicable.

Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2021-06-18 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2021-06-18 · Exercise / conversion · Disposed 30,290 · Balance 0

F5: Each stock unit represents a contingent right to receive one share of Gap Inc. common stock.

F6: These shares were issued in settlement of stock units granted on April 1, 2020 and June 30, 2020.

F3: Not applicable.

Filing footnotes · ownership attribution and instrument terms

F1: Each dividend equivalent right is the economic equivalent of one share of Gap Inc. common stock.

F2: The dividend equivalent rights accrued on stock units originally granted on April 1, 2020 and June 30, 2020 are immediately vested. Vested shares are delivered to the reporting person no sooner than 3 years from the date of grant, unless further deferred, or immediately upon cessation of service as a member of the Board, if earlier. The reporting person's service on the Board ended June 18, 2021.

F3: Not applicable.

F4: These shares were issued in settlement of dividend equivalent rights accrued on stock units granted on April 1, 2020 and June 30, 2020.

F5: Each stock unit represents a contingent right to receive one share of Gap Inc. common stock.

F6: These shares were issued in settlement of stock units granted on April 1, 2020 and June 30, 2020.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
February 27, 2018 Filed Mar 1, 2018 00:00 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionCommon Stock 18,052 $0.00 $0.00
Disclosure

SEC source: 0001546417-18-000048 · wf-form4_151986244351205.xml · nonDerivative · entry 3

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 151,256

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 shares of common stock acquired upon vesting of certain performance-based share units as a result of achievement of performance goals.

Read SEC document
February 26, 2018 Filed Mar 1, 2018 00:00 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Tax withholdingCommon Stock 7,536 $24.11 $181,655.28
Disclosure

SEC source: 0001546417-18-000048 · wf-form4_151986244351205.xml · nonDerivative · entry 2

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 133,204

F2 · shares: These shares were withheld by the issuer to pay for the applicable withholding tax due upon vesting of certain performance-based share units.

Read SEC document
February 26, 2018 Filed Mar 1, 2018 00:00 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionCommon Stock 19,195 $0.00 $0.00
Disclosure

SEC source: 0001546417-18-000048 · wf-form4_151986244351205.xml · nonDerivative · entry 1

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,740

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 shares of common stock acquired upon vesting of certain performance-based share units as a result of achievement of performance goals.

Read SEC document
February 23, 2018 Filed Feb 27, 2018 22:03 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionRestricted Stock Units · Derivative 28,055 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001546417-18-000029 · wf-form4_151976897601086.xml · derivative · entry 8

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,165

Underlying: Common Stock · 28,055 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.

F4 · 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.

F7 · shares: These restricted stock units were surrendered in exchange for shares of common stock of the issuer.

F9 · derivative.exercise_date: These restricted stock units, in the original grant amount of 112,220, began vesting in four equal annual installments on February 24, 2018.

F6 · derivative.expiration_date: This field is not applicable.

Read SEC document
February 23, 2018 Filed Feb 27, 2018 22:03 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionRestricted Stock Units · Derivative 28,003 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001546417-18-000029 · wf-form4_151976897601086.xml · derivative · entry 7

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,005

Underlying: Common Stock · 28,003 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.

F4 · 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.

F7 · shares: These restricted stock units were surrendered in exchange for shares of common stock of the issuer.

F8 · derivative.exercise_date: These restricted stock units, in the original grant amount of 112,010, began vesting in four equal annual installments on February 25, 2017.

F6 · derivative.expiration_date: This field is not applicable.

Read SEC document
February 23, 2018 Filed Feb 27, 2018 22:03 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 GrantRestricted Stock Units · Derivative 79,296 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001546417-18-000029 · wf-form4_151976897601086.xml · derivative · entry 6

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,296

Underlying: Common Stock · 79,296 shares

Expires not disclosed

F4 · 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.

F5 · derivative.exercise_date: These restricted stock units, in the original grant amount of 79,296, will begin vesting in four equal annual installments on February 23, 2019.

F6 · derivative.expiration_date: This field is not applicable.

Read SEC document
February 23, 2018 Filed Feb 27, 2018 22:03 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 GrantStock Option (right to buy) · Derivative 185,695 $0.00 Strike: $24.10 $0.00
Disclosure

SEC source: 0001546417-18-000029 · wf-form4_151976897601086.xml · derivative · entry 5

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 185,695

Underlying: Common Stock · 185,695 shares

Expires 2028-02-23

F3 · derivative.exercise_date: These stock options, in the original grant amount of 185,695 will begin vesting in four equal annual installments on February 23, 2019.

Read SEC document
February 23, 2018 Filed Feb 27, 2018 22:03 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Tax withholdingCommon Stock 6,836 $23.75 $162,355.00
Disclosure

SEC source: 0001546417-18-000029 · wf-form4_151976897601086.xml · nonDerivative · entry 4

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 121,545

F2 · shares: These common shares were delivered to the issuer to pay for the applicable withholding tax due upon vesting of certain restricted stock units.

Read SEC document
February 23, 2018 Filed Feb 27, 2018 22:03 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionCommon Stock 28,055 $0.00 $0.00
Disclosure

SEC source: 0001546417-18-000029 · wf-form4_151976897601086.xml · nonDerivative · entry 3

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 128,381

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: These shares of common stock were acquired upon the vesting and settlement of certain restricted stock units.

Read SEC document
February 23, 2018 Filed Feb 27, 2018 22:03 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Tax withholdingCommon Stock 8,912 $23.75 $211,660.00
Disclosure

SEC source: 0001546417-18-000029 · wf-form4_151976897601086.xml · nonDerivative · entry 2

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,326

F2 · shares: These common shares were delivered to the issuer to pay for the applicable withholding tax due upon vesting of certain restricted stock units.

Read SEC document
February 23, 2018 Filed Feb 27, 2018 22:03 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionCommon Stock 28,003 $0.00 $0.00
Disclosure

SEC source: 0001546417-18-000029 · wf-form4_151976897601086.xml · nonDerivative · entry 1

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 109,238

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: These shares of common stock were acquired upon the vesting and settlement of certain restricted stock units.

Read SEC document
December 29, 2017 Filed Jan 3, 2018 22:19 UTC Hilton Worldwide Holdings Inc. HLT · Entity 2978 GrantCommon Stock 14.443 $0.00 $0.00
Disclosure

SEC source: 0001585689-18-000020 · wf-form4_151501793269008.xml · nonDerivative · entry 1

SMITH ELIZABETH A · CIK 0001209033 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,870.708

F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred share units.

Read SEC document
December 15, 2017 Filed Dec 20, 2017 02:47 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionStock Option (right to buy) · Derivative 125,000 $0.00 Strike: $6.50 $0.00
Disclosure

SEC source: 0001546417-17-000118 · wf-form4_151373802399983.xml · derivative · entry 9

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,562,424

Underlying: Common Stock · 125,000 shares

Expires 2019-11-16

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: This transaction was effected by the reporting person pursuant to a Rule 10b5-1 trading plan that was entered into on November 14, 2017.

F5 · derivative.exercise_date: These stock options are fully vested.

Read SEC document
December 15, 2017 Filed Dec 20, 2017 02:47 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionStock Option (right to buy) · Derivative 125,000 $0.00 Strike: $6.50 $0.00
Disclosure

SEC source: 0001546417-17-000118 · wf-form4_151373802399983.xml · derivative · entry 8

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,687,424

Underlying: Common Stock · 125,000 shares

Expires 2019-11-16

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: This transaction was effected by the reporting person pursuant to a Rule 10b5-1 trading plan that was entered into on November 14, 2017.

F5 · derivative.exercise_date: These stock options are fully vested.

Read SEC document
December 15, 2017 Filed Dec 20, 2017 02:47 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionStock Option (right to buy) · Derivative 125,000 $0.00 Strike: $6.50 $0.00
Disclosure

SEC source: 0001546417-17-000118 · wf-form4_151373802399983.xml · derivative · entry 7

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,812,424

Underlying: Common Stock · 125,000 shares

Expires 2019-11-16

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: This transaction was effected by the reporting person pursuant to a Rule 10b5-1 trading plan that was entered into on November 14, 2017.

F5 · derivative.exercise_date: These stock options are fully vested.

Read SEC document
December 15, 2017 Filed Dec 20, 2017 02:47 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 SaleCommon Stock 125,000 $20.80 $2,600,000.00
Disclosure

SEC source: 0001546417-17-000118 · wf-form4_151373802399983.xml · nonDerivative · entry 6

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,235

F1 · shares: This transaction was effected by the reporting person pursuant to a Rule 10b5-1 trading plan that was entered into on November 14, 2017.

F4 · price: Price reflected is the weighted-average sale price for shares sold. The shares were sold in multiple transactions, and the range of sale prices for the transactions reported was $20.570 to $21.020. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or any staff member of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each separate price.

Read SEC document
December 15, 2017 Filed Dec 20, 2017 02:47 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionCommon Stock 125,000 $6.50 $812,500.00
Disclosure

SEC source: 0001546417-17-000118 · wf-form4_151373802399983.xml · nonDerivative · entry 5

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 206,235

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: This transaction was effected by the reporting person pursuant to a Rule 10b5-1 trading plan that was entered into on November 14, 2017.

Read SEC document
December 15, 2017 Filed Dec 20, 2017 02:47 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 SaleCommon Stock 125,000 $20.79 $2,598,750.00
Disclosure

SEC source: 0001546417-17-000118 · wf-form4_151373802399983.xml · nonDerivative · entry 4

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,235

F1 · shares: This transaction was effected by the reporting person pursuant to a Rule 10b5-1 trading plan that was entered into on November 14, 2017.

F3 · price: Price reflected is the weighted-average sale price for shares sold. The shares were sold in multiple transactions, and the range of sale prices for the transactions reported was $20.600 to $21.070. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or any staff member of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each separate price.

Read SEC document
December 15, 2017 Filed Dec 20, 2017 02:47 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionCommon Stock 125,000 $6.50 $812,500.00
Disclosure

SEC source: 0001546417-17-000118 · wf-form4_151373802399983.xml · nonDerivative · entry 3

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 206,235

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: This transaction was effected by the reporting person pursuant to a Rule 10b5-1 trading plan that was entered into on November 14, 2017.

Read SEC document
December 15, 2017 Filed Dec 20, 2017 02:47 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 SaleCommon Stock 125,000 $20.79 $2,598,750.00
Disclosure

SEC source: 0001546417-17-000118 · wf-form4_151373802399983.xml · nonDerivative · entry 2

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,235

F1 · shares: This transaction was effected by the reporting person pursuant to a Rule 10b5-1 trading plan that was entered into on November 14, 2017.

F2 · price: Price reflected is the weighted-average sale price for shares sold. The shares were sold in multiple transactions, and the range of sale prices for the transactions reported was $20.600 to $21.030. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or any staff member of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each separate price.

Read SEC document
December 15, 2017 Filed Dec 20, 2017 02:47 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionCommon Stock 125,000 $6.50 $812,500.00
Disclosure

SEC source: 0001546417-17-000118 · wf-form4_151373802399983.xml · nonDerivative · entry 1

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 206,235

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: This transaction was effected by the reporting person pursuant to a Rule 10b5-1 trading plan that was entered into on November 14, 2017.

Read SEC document
November 09, 2017 Filed Nov 10, 2017 01:24 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionStock Option (right to buy) · Derivative 98,300 $0.00 Strike: $6.50 $0.00
Disclosure

SEC source: 0001546417-17-000103 · wf-form4_151027706241280.xml · derivative · entry 6

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,937,424

Underlying: Common Stock · 98,300 shares

Expires 2019-11-16

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.

F3 · derivative.exercise_date: These stock options are fully vested.

Read SEC document
November 09, 2017 Filed Nov 10, 2017 01:24 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 SaleCommon Stock 98,300 $17.00 $1,671,227.79
Disclosure

SEC source: 0001546417-17-000103 · wf-form4_151027706241280.xml · nonDerivative · entry 4

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,235

F2 · price: Price reflected is the weighted-average sale price for shares sold. The shares were sold in multiple transactions, and the range of sale prices for the transactions reported was $17.00 to $17.01. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or any staff member of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each separate price.

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November 09, 2017 Filed Nov 10, 2017 01:24 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionCommon Stock 98,300 $6.50 $638,950.00
Disclosure

SEC source: 0001546417-17-000103 · wf-form4_151027706241280.xml · nonDerivative · entry 3

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 179,535

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 07, 2017 Filed Nov 10, 2017 01:24 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionStock Option (right to buy) · Derivative 1,700 $0.00 Strike: $6.50 $0.00
Disclosure

SEC source: 0001546417-17-000103 · wf-form4_151027706241280.xml · derivative · entry 5

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,035,724

Underlying: Common Stock · 1,700 shares

Expires 2019-11-16

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.

F3 · derivative.exercise_date: These stock options are fully vested.

Read SEC document
November 07, 2017 Filed Nov 10, 2017 01:24 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 SaleCommon Stock 1,700 $17.00 $28,900.51
Disclosure

SEC source: 0001546417-17-000103 · wf-form4_151027706241280.xml · nonDerivative · entry 2

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,235

F1 · price: Price reflected is the weighted-average sale price for shares sold. The shares were sold in multiple transactions, and the range of sale prices for the transactions reported was $17.00 to $17.005. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or any staff member of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each separate price.

Read SEC document
November 07, 2017 Filed Nov 10, 2017 01:24 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionCommon Stock 1,700 $6.50 $11,050.00
Disclosure

SEC source: 0001546417-17-000103 · wf-form4_151027706241280.xml · nonDerivative · entry 1

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,935

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
September 29, 2017 Filed Oct 2, 2017 20:34 UTC Hilton Worldwide Holdings Inc. HLT · Entity 2978 GrantCommon Stock 16.573 $0.00 $0.00
Disclosure

SEC source: 0001585689-17-000183 · wf-form4_150697645180809.xml · nonDerivative · entry 1

SMITH ELIZABETH A · CIK 0001209033 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,856.265

F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred share units.

Read SEC document
June 02, 2017 Filed Jun 5, 2017 22:04 UTC Hilton Worldwide Holdings Inc. HLT · Entity 2978 GrantCommon Stock 11.952 $0.00 $0.00
Disclosure

SEC source: 0001585689-17-000159 · wf-form4_149670027236807.xml · nonDerivative · entry 1

SMITH ELIZABETH A · CIK 0001209033 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,839.692

F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred share units.

Read SEC document
May 24, 2017 Filed May 26, 2017 20:31 UTC Hilton Worldwide Holdings Inc. HLT · Entity 2978 GrantCommon Stock 2,290 $0.00 $0.00
Disclosure

SEC source: 0001585689-17-000149 · wf-form4_149583066032818.xml · nonDerivative · entry 1

SMITH ELIZABETH A · CIK 0001209033 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,827.74

F1 · shares: Represents deferred share units of the Issuer awarded pursuant to the Hilton 2017 Omnibus Incentive Plan. Each deferred share unit represents one share of Issuer common stock and is fully vested. The underlying shares will be issued to the reporting person upon the earlier to occur of a (i) termination of service as a director and (ii) change in control of the Issuer.

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May 02, 2017 Filed May 3, 2017 21:17 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionStock Option (right to buy) · Derivative 150,000 $0.00 Strike: $6.50 $0.00
Disclosure

SEC source: 0001546417-17-000062 · wf-form4_149384621559945.xml · derivative · entry 6

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,037,424

Underlying: Common Stock · 150,000 shares

Expires 2019-11-16

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.

F3 · derivative.exercise_date: These stock options are fully vested.

Read SEC document
May 02, 2017 Filed May 3, 2017 21:17 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 SaleCommon Stock 150,000 $21.70 $3,255,000.00
Disclosure

SEC source: 0001546417-17-000062 · wf-form4_149384621559945.xml · nonDerivative · entry 4

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,235

F2 · price: Price reflected is the weighted-average sales price for the shares sold. The shares were sold in multiple transactions, and the range of sale prices for the transaction reported was $21.565 to $22.020. The reporting person undertakes to provide to the issuer, or any staff member of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each separate price.

Read SEC document
May 02, 2017 Filed May 3, 2017 21:17 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionCommon Stock 150,000 $6.50 $975,000.00
Disclosure

SEC source: 0001546417-17-000062 · wf-form4_149384621559945.xml · nonDerivative · entry 3

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 231,235

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, 2017 Filed May 3, 2017 21:17 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionStock Option (right to buy) · Derivative 125,000 $0.00 Strike: $6.50 $0.00
Disclosure

SEC source: 0001546417-17-000062 · wf-form4_149384621559945.xml · derivative · entry 5

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,187,424

Underlying: Common Stock · 125,000 shares

Expires 2019-11-16

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.

F3 · derivative.exercise_date: These stock options are fully vested.

Read SEC document
May 01, 2017 Filed May 3, 2017 21:17 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 SaleCommon Stock 125,000 $21.94 $2,742,500.00
Disclosure

SEC source: 0001546417-17-000062 · wf-form4_149384621559945.xml · nonDerivative · entry 2

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,235

F1 · price: Price reflected is the weighted-average sales price for the shares sold. The shares were sold in multiple transactions, and the range of sale prices for the transaction reported was $21.875 to $22.060. The reporting person undertakes to provide to the issuer, or any staff member of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each separate price.

Read SEC document
May 01, 2017 Filed May 3, 2017 21:17 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionCommon Stock 125,000 $6.50 $812,500.00
Disclosure

SEC source: 0001546417-17-000062 · wf-form4_149384621559945.xml · nonDerivative · entry 1

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 206,235

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 31, 2017 Filed Apr 4, 2017 00:24 UTC Hilton Worldwide Holdings Inc. HLT · Entity 2978 GrantCommon Stock 13.74 $0.00 $0.00
Disclosure

SEC source: 0001585689-17-000115 · wf-form4_149126545385930.xml · nonDerivative · entry 1

SMITH ELIZABETH A · CIK 0001209033 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,537.74

F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred share units.

F2 · balance_after: Reflects adjustments made in connection with the Issuer's January 3, 2017 spin-offs of Park Hotels & Resorts Inc. and Hilton Grand Vacations Inc. and 1-for-3 reverse stock split of the Issuer's common stock.

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February 27, 2017 Filed Mar 1, 2017 00:40 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Tax withholdingCommon Stock 3,386 $17.27 $58,476.22
Disclosure

SEC source: 0001546417-17-000026 · wf-form4_148832880736019.xml · nonDerivative · entry 6

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,235

F2 · shares: These shares were withheld by the issuer to pay for the applicable withholding tax due upon vesting of certain performance-based share units.

Read SEC document
February 27, 2017 Filed Mar 1, 2017 00:40 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 GrantCommon Stock 12,379 $17.27 $213,785.33
Disclosure

SEC source: 0001546417-17-000026 · wf-form4_148832880736019.xml · nonDerivative · entry 5

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,621

F1 · shares: Represents shares of common stock acquired upon vesting of certain performance-based share units as a result of achievement of performance goals.

Read SEC document
February 26, 2017 Filed Mar 1, 2017 00:40 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Tax withholdingCommon Stock 3,575 $17.09 $61,096.75
Disclosure

SEC source: 0001546417-17-000026 · wf-form4_148832880736019.xml · nonDerivative · entry 4

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,242

F2 · shares: These shares were withheld by the issuer to pay for the applicable withholding tax due upon vesting of certain performance-based share units.

Read SEC document
February 26, 2017 Filed Mar 1, 2017 00:40 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 GrantCommon Stock 13,163 $17.09 $224,955.67
Disclosure

SEC source: 0001546417-17-000026 · wf-form4_148832880736019.xml · nonDerivative · entry 3

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,817

F1 · shares: Represents shares of common stock acquired upon vesting of certain performance-based share units as a result of achievement of performance goals.

Read SEC document
February 25, 2017 Filed Mar 1, 2017 00:40 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionRestricted Stock Units · Derivative 28,002 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001546417-17-000026 · wf-form4_148832880736019.xml · derivative · entry 8

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,008

Underlying: Common Stock · 28,002 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.

F5 · derivative.exercise_date: These restricted stock units, in the original grant amount of 112,010, began vesting in four equal annual installments on February 25, 2017.

F4 · derivative.expiration_date: This field is not applicable.

Read SEC document
February 25, 2017 Filed Mar 1, 2017 00:40 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Tax withholdingCommon Stock 7,661 $0.00 $0.00
Disclosure

SEC source: 0001546417-17-000026 · wf-form4_148832880736019.xml · nonDerivative · entry 2

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,654

Read SEC document
February 25, 2017 Filed Mar 1, 2017 00:40 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionCommon Stock 28,002 $0.00 $0.00
Disclosure

SEC source: 0001546417-17-000026 · wf-form4_148832880736019.xml · nonDerivative · entry 1

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,315

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 00:40 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 GrantStock Option (right to buy) · Derivative 267,327 $0.00 Strike: $17.27 $0.00
Disclosure

SEC source: 0001546417-17-000026 · wf-form4_148832880736019.xml · derivative · entry 9

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 267,327

Underlying: Common Stock · 267,327 shares

Expires 2027-02-24

F6 · derivative.exercise_date: These stock options, in the original grant amount of 267,327, will begin vesting in four equal annual installments on February 24, 2018.

Read SEC document
February 24, 2017 Filed Mar 1, 2017 00:40 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 GrantRestricted Stock Units · Derivative 112,220 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001546417-17-000026 · wf-form4_148832880736019.xml · derivative · entry 7

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 112,220

Underlying: Common Stock · 112,220 shares

Expires not disclosed

F3 · derivative.exercise_date: These restricted stock units, in the original grant amount of 112,220, will begin vesting in four equal annual installments on February 24, 2018.

F4 · derivative.expiration_date: This field is not applicable.

Read SEC document
December 02, 2016 Filed Dec 5, 2016 22:34 UTC Hilton Worldwide Holdings Inc. HLT · Entity 2978 GrantCommon Stock 31.26 $0.00 $0.00
Disclosure

SEC source: 0001585689-16-000232 · wf-form4_148097727055383.xml · nonDerivative · entry 1

SMITH ELIZABETH A · CIK 0001209033 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,814.67

F1 · shares: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend and accrued to the reporting person on deferred share units.

Read SEC document
November 03, 2016 Filed Nov 4, 2016 01:55 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionStock Option (right to buy) · Derivative 37,576 $6.50 Strike: $6.50 $244,244.00
Disclosure

SEC source: 0001546417-16-000213 · wf-form4_147822449891963.xml · derivative · entry 9

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,312,424

Underlying: Common Stock · 37,576 shares

Expires 2019-11-16

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 · derivative.exercise_date: These stock options are fully vested.

Read SEC document
November 03, 2016 Filed Nov 4, 2016 01:55 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 SaleCommon Stock 37,576 $17.08 $641,760.50
Disclosure

SEC source: 0001546417-16-000213 · wf-form4_147822449891963.xml · nonDerivative · entry 6

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,313

F3 · price: Price reflected is the weighted-average sales price for the shares sold. The shares were sold in multiple transactions, and the range of sale prices for the transactions reported was $17.00 to $17.25. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or any staff member of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each separate price.

Read SEC document
November 03, 2016 Filed Nov 4, 2016 01:55 UTC Bloomin' Brands, Inc. BLMN · Entity 5085 Exercise / conversionCommon Stock 37,576 $6.50 $244,244.00
Disclosure

SEC source: 0001546417-16-000213 · wf-form4_147822449891963.xml · nonDerivative · entry 5

SMITH ELIZABETH A · CIK 0001209033 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,889

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.