Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Baldwin Insurance Group, Inc.BWIN · Entity 4244 | Director | October 01, 2026 | October 02, 2026 |
| Bloomin' Brands, Inc.BLMN · Entity 5085 | EVP, Chief Legal Officer | February 22, 2019 | February 27, 2019 |
| CAVA GROUP, INC.CAVA · Entity 756 | CLO & Secretary | September 15, 2026 | September 16, 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.
Baldwin Insurance Group, Inc.
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 20,424 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 824 · Balance 20,424 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Joseph J. Kadow Revocable Trust of 2008 | 5,000 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,000 |
Bloomin' Brands, Inc.
Report date February 22, 2019 · Filed February 27, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 214,627 |
Ending reported balance
After 2019-02-26 transaction · row 10
10 source rows · reconciled sequenceRow 1 · 2019-02-22 · Exercise / conversion · Acquired 3,149 · Balance 203,149 F1: These shares of common stock were acquired upon the vesting and settlement of certain restricted stock units. Row 2 · 2019-02-22 · Tax withholding · Disposed 815 · Balance 202,334 F2: These common shares were delivered to the issuer to pay for the applicable withholding tax due upon vesting of certain restricted stock units. Row 3 · 2019-02-22 · Exercise / conversion · Acquired 2,224 · Balance 204,558 F1: These shares of common stock were acquired upon the vesting and settlement of certain restricted stock units. Row 4 · 2019-02-22 · Tax withholding · Disposed 660 · Balance 203,898 F2: These common shares were delivered to the issuer to pay for the applicable withholding tax due upon vesting of certain restricted stock units. Row 5 · 2019-02-25 · Exercise / conversion · Acquired 6,069 · Balance 209,967 F3: Represents shares of common stock acquired upon vesting of certain performance-based share units as a result of achievement of performance goals. Row 6 · 2019-02-25 · Tax withholding · Disposed 1,588 · Balance 208,379 F4: These shares were withheld by the issuer to pay for the applicable withholding tax due upon vesting of certain performance-based share units. Row 7 · 2019-02-25 · Exercise / conversion · Acquired 3,771 · Balance 212,150 F1: These shares of common stock were acquired upon the vesting and settlement of certain restricted stock units. Row 8 · 2019-02-25 · Tax withholding · Disposed 919 · Balance 211,231 F2: These common shares were delivered to the issuer to pay for the applicable withholding tax due upon vesting of certain restricted stock units. Row 9 · 2019-02-26 · Exercise / conversion · Acquired 4,490 · Balance 215,721 F3: Represents shares of common stock acquired upon vesting of certain performance-based share units as a result of achievement of performance goals. Row 10 · 2019-02-26 · Tax withholding · Disposed 1,094 · Balance 214,627 F4: These shares were withheld by the issuer to pay for the applicable withholding tax due upon vesting of certain performance-based share units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,297 |
Reported balance
After 2019-02-22 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2019-02-22 · Exercise / conversion · Disposed 3,149 · Balance 6,297 F5: Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F6: These restricted stock units were surrendered in exchange for shares of common stock of the issuer. F7: These restricted stock units, in the original grant amount of 12,594, began vesting in four equal annual installments on February 24, 2018. F8: This field is not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,675 |
Reported balance
After 2019-02-22 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2019-02-22 · Exercise / conversion · Disposed 2,224 · Balance 6,675 F5: Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F6: These restricted stock units were surrendered in exchange for shares of common stock of the issuer. F9: These restricted stock units, in the original grant amount of 8,899, began vesting in four equal annual installments on February 23, 2019. F8: This field is not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,772 |
Reported balance
After 2019-02-25 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2019-02-25 · Exercise / conversion · Disposed 3,771 · Balance 3,772 F5: Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F6: These restricted stock units were surrendered in exchange for shares of common stock of the issuer. F10: These restricted stock units, in the original grant amount of 15,085, began vesting in four equal annual installments on February 25, 2017. F8: This field is not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 11,923 |
Reported balance
Holding disclosure · report date 2019-02-22 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 11,923 F5: Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F11: These restricted stock units, in the original amount of 11,923, will begin vesting in three equal annual installments on February 19, 2020. F8: This field is not applicable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.29 · Expires 2029-02-19 | Direct | 30,982 |
Reported balance
Holding disclosure · report date 2019-02-22 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 30,982 F12: These stock options, in the original grant amount of 30,982, will begin vesting in three equal annual installments on February 19, 2020. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.10 · Expires 2028-02-23 | Direct | 20,840 |
Reported balance
Holding disclosure · report date 2019-02-22 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 20,840 F13: These stock options, in the original grant amount of 20,840, began vesting in four equal annual installments on February 23, 2019. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.27 · Expires 2027-02-24 | Direct | 22,500 |
Reported balance
Holding disclosure · report date 2019-02-22 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance 22,500 F14: These stock options, in the original grant amount of 30,000, began vesting in four equal annual installments on February 24, 2018. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.15 · Expires 2026-02-25 | Direct | 17,583 |
Reported balance
Holding disclosure · report date 2019-02-22 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 17,583 F15: These stock options, in the original grant amount of 35,165, began vesting in four equal annual installments on February 25, 2017. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.36 · Expires 2025-02-26 | Direct | 24,510 |
Reported balance
Holding disclosure · report date 2019-02-22 · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · Balance 24,510 F16: These stock options, in the original grant amount of 24,510, began vesting in four equal annual installments on February 26, 2016. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.32 · Expires 2024-02-27 | Direct | 24,331 |
Reported balance
Holding disclosure · report date 2019-02-22 · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · Balance 24,331 F17: These stock options are fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of common stock were acquired upon the vesting and settlement of certain restricted stock units.
F2: These common shares were delivered to the issuer to pay for the applicable withholding tax due upon vesting of certain restricted stock units.
F3: Represents shares of common stock acquired upon vesting of certain performance-based share units as a result of achievement of performance goals.
F4: These shares were withheld by the issuer to pay for the applicable withholding tax due upon vesting of certain performance-based share units.
F5: Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer.
F6: These restricted stock units were surrendered in exchange for shares of common stock of the issuer.
F7: These restricted stock units, in the original grant amount of 12,594, began vesting in four equal annual installments on February 24, 2018.
F8: This field is not applicable.
F9: These restricted stock units, in the original grant amount of 8,899, began vesting in four equal annual installments on February 23, 2019.
F10: These restricted stock units, in the original grant amount of 15,085, began vesting in four equal annual installments on February 25, 2017.
F11: These restricted stock units, in the original amount of 11,923, will begin vesting in three equal annual installments on February 19, 2020.
F12: These stock options, in the original grant amount of 30,982, will begin vesting in three equal annual installments on February 19, 2020.
F13: These stock options, in the original grant amount of 20,840, began vesting in four equal annual installments on February 23, 2019.
F14: These stock options, in the original grant amount of 30,000, began vesting in four equal annual installments on February 24, 2018.
F15: These stock options, in the original grant amount of 35,165, began vesting in four equal annual installments on February 25, 2017.
F16: These stock options, in the original grant amount of 24,510, began vesting in four equal annual installments on February 26, 2016.
F17: These stock options are fully vested.
CAVA GROUP, INC.
Report date September 15, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,000 |
Reported balance
After 2026-09-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-15 · Purchase · Acquired 1,000 · Balance 1,000 |
| Common StockSEC Table I · non-derivative | Direct | 6,974 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,974 F1: Includes unvested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes unvested restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Habit Restaurants, Inc.
Report date March 18, 2020 · Filed March 18, 2020
Section 16 reporting ended · disclosed 2020-03-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-03-18 transaction · row 1
1 source rowRow 1 · 2020-03-18 · Disposition to issuer · Disposed 14,049 · Balance 0 F1: Represents shares of Class A Common Stock owned by the Reporting Person and shares of Class A Common Stock underlying restricted stock units of the Issuer ("RSUs") acquired by the Reporting Person. F2: Disposed of pursuant to the Agreement and Plan of Merger dated as of January 5, 2020 by and among the Issuer, YUM! Brands, Inc. and YEB Newco Inc. (the "Merger Agreement"), pursuant to which YEB Newco Inc. merged with and into the Issuer (the "Merger"), effective March 18, 2020 (the "Effective Time"). Pursuant to the Merger Agreement, each Share of Class A Common Stock that was (i) issued and outstanding immediately prior to the Effective Time or (ii) resulting from the exchange of units of Habit Restaurants, LLC was cancelled for consideration of $14.00 per share in cash (subject to any withholding taxes required by applicable law). F3: (Continued from footnote 2) Each RSU that was outstanding immediately prior to the Effective Time was cancelled and the holder of the cancelled RSU was entitled to receive an amount in cash, without interest, equal to the product of the total number of shares subject to such RSU immediately prior to the Effective Time multiplied by the merger consideration of $14.00 (less any applicable withholding or other taxes, or other amounts required to be withheld). |
| Nonstatutory Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.34 · Expires 2025-10-27 | Direct | 0 |
Reported balance
After 2020-03-18 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-03-18 · Disposition to issuer · Disposed 6,427 · Balance 0 F4: Pursuant to the Merger Agreement, each Company Stock Option outstanding immediately prior to the Effective Time that had an exercise price per share that was less than $14.00 was cancelled and converted into the right to receive an amount in cash, without interest, equal to the total number of shares of Common Stock subject thereto multiplied by the excess, if any, of $14.00 over the applicable option exercise price per share as of the Effective Time. Each Company Stock Option outstanding immediately prior to the Effective Time that had an exercise price per share that was equal to or greater than $14.00 was cancelled for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Class A Common Stock owned by the Reporting Person and shares of Class A Common Stock underlying restricted stock units of the Issuer ("RSUs") acquired by the Reporting Person.
F2: Disposed of pursuant to the Agreement and Plan of Merger dated as of January 5, 2020 by and among the Issuer, YUM! Brands, Inc. and YEB Newco Inc. (the "Merger Agreement"), pursuant to which YEB Newco Inc. merged with and into the Issuer (the "Merger"), effective March 18, 2020 (the "Effective Time"). Pursuant to the Merger Agreement, each Share of Class A Common Stock that was (i) issued and outstanding immediately prior to the Effective Time or (ii) resulting from the exchange of units of Habit Restaurants, LLC was cancelled for consideration of $14.00 per share in cash (subject to any withholding taxes required by applicable law).
F3: (Continued from footnote 2) Each RSU that was outstanding immediately prior to the Effective Time was cancelled and the holder of the cancelled RSU was entitled to receive an amount in cash, without interest, equal to the product of the total number of shares subject to such RSU immediately prior to the Effective Time multiplied by the merger consideration of $14.00 (less any applicable withholding or other taxes, or other amounts required to be withheld).
F4: Pursuant to the Merger Agreement, each Company Stock Option outstanding immediately prior to the Effective Time that had an exercise price per share that was less than $14.00 was cancelled and converted into the right to receive an amount in cash, without interest, equal to the total number of shares of Common Stock subject thereto multiplied by the excess, if any, of $14.00 over the applicable option exercise price per share as of the Effective Time. Each Company Stock Option outstanding immediately prior to the Effective Time that had an exercise price per share that was equal to or greater than $14.00 was cancelled for no consideration.
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 |
|---|---|---|---|---|---|---|
| May 01, 2018 Filed May 3, 2018 23:03 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionStock Option (right to buy) · Derivative | 30,229 | $0.00 Strike: $17.40 | $0.00 |
DisclosureSEC source: 0001546417-18-000098 · wf-form4_152538860866976.xml · derivative · entry 7 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,229 shares Expires 2023-02-26 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. F2 · derivative.exercise_date: These stock options are fully vested. Read SEC document |
| May 01, 2018 Filed May 3, 2018 23:03 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | SaleCommon Stock | 17,582 | $24.51 | $430,934.82 |
DisclosureSEC source: 0001546417-18-000098 · wf-form4_152538860866976.xml · nonDerivative · entry 6 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 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 $24.50 to $24.61. 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 |
| May 01, 2018 Filed May 3, 2018 23:03 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 17,582 | $17.15 | $301,531.30 |
DisclosureSEC source: 0001546417-18-000098 · wf-form4_152538860866976.xml · nonDerivative · entry 5 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,582 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, 2018 Filed May 3, 2018 23:03 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | SaleCommon Stock | 7,500 | $24.51 | $183,825.00 |
DisclosureSEC source: 0001546417-18-000098 · wf-form4_152538860866976.xml · nonDerivative · entry 4 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 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 $24.50 to $24.61. 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 |
| May 01, 2018 Filed May 3, 2018 23:03 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 7,500 | $17.27 | $129,525.00 |
DisclosureSEC source: 0001546417-18-000098 · wf-form4_152538860866976.xml · nonDerivative · entry 3 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,500 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, 2018 Filed May 3, 2018 23:03 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | SaleCommon Stock | 30,229 | $24.51 | $740,912.79 |
DisclosureSEC source: 0001546417-18-000098 · wf-form4_152538860866976.xml · nonDerivative · entry 2 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 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 $24.50 to $24.61. 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 |
| May 01, 2018 Filed May 3, 2018 23:03 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 30,229 | $17.40 | $525,984.60 |
DisclosureSEC source: 0001546417-18-000098 · wf-form4_152538860866976.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,229 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 02, 2018 Filed Mar 6, 2018 17:10 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionStock Option (right to buy) · Derivative | 19,810 | $0.00 Strike: $6.50 | $0.00 |
DisclosureSEC source: 0001546417-18-000061 · wf-form4_152035620535032.xml · derivative · entry 5 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,810 shares Expires 2020-04-06 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. F3 · derivative.exercise_date: These stock options are replacement stock options and are fully vested. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 17:10 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionStock Option (right to buy) · Derivative | 134,250 | $0.00 Strike: $10.03 | $0.00 |
DisclosureSEC source: 0001546417-18-000061 · wf-form4_152035620535032.xml · derivative · entry 4 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 134,250 shares Expires 2021-12-09 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. F2 · derivative.exercise_date: These stock options are fully vested. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 17:10 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | SaleCommon Stock | 280,941 | $23.22 | $6,523,450.02 |
DisclosureSEC source: 0001546417-18-000061 · wf-form4_152035620535032.xml · nonDerivative · entry 3 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 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 $23.00 to $23.665. 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 |
| March 02, 2018 Filed Mar 6, 2018 17:10 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 19,810 | $6.50 | $128,765.00 |
DisclosureSEC source: 0001546417-18-000061 · wf-form4_152035620535032.xml · nonDerivative · entry 2 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 480,941 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 02, 2018 Filed Mar 6, 2018 17:10 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 134,250 | $10.03 | $1,346,527.50 |
DisclosureSEC source: 0001546417-18-000061 · wf-form4_152035620535032.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 461,131 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, 2018 Filed Feb 28, 2018 23:59 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Tax withholdingCommon Stock | 582 | $23.74 | $13,816.68 |
DisclosureSEC source: 0001546417-18-000045 · wf-form4_151986237846848.xml · nonDerivative · entry 4 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,881 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, 2018 Filed Feb 28, 2018 23:59 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 2,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-18-000045 · wf-form4_151986237846848.xml · nonDerivative · entry 3 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,463 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 Feb 28, 2018 23:59 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Tax withholdingCommon Stock | 633 | $24.11 | $15,258.47 |
DisclosureSEC source: 0001546417-18-000045 · wf-form4_151986237846848.xml · nonDerivative · entry 2 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,993 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 Feb 28, 2018 23:59 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 2,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-18-000045 · wf-form4_151986237846848.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,626 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 22:00 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionRestricted Stock Units · Derivative | 3,148 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001546417-18-000025 · wf-form4_151976879785060.xml · derivative · entry 8 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,446 Underlying: Common Stock · 3,148 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 12,594, 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 22:00 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionRestricted Stock Units · Derivative | 3,771 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001546417-18-000025 · wf-form4_151976879785060.xml · derivative · entry 7 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,543 Underlying: Common Stock · 3,771 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 15,085, 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 22:00 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | GrantRestricted Stock Units · Derivative | 8,899 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001546417-18-000025 · wf-form4_151976879785060.xml · derivative · entry 6 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,899 Underlying: Common Stock · 8,899 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 8,899, 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 22:00 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | GrantStock Option (right to buy) · Derivative | 20,840 | $0.00 Strike: $24.10 | $0.00 |
DisclosureSEC source: 0001546417-18-000025 · wf-form4_151976879785060.xml · derivative · entry 5 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,840 Underlying: Common Stock · 20,840 shares Expires 2028-02-23 F3 · derivative.exercise_date: These stock options, in the original grant amount of 20,840, will begin vesting in four equal annual installments on February 23, 2019. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 22:00 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Tax withholdingCommon Stock | 925 | $23.75 | $21,968.75 |
DisclosureSEC source: 0001546417-18-000025 · wf-form4_151976879785060.xml · nonDerivative · entry 4 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,493 F2 · shares: These 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 22:00 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 3,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-18-000025 · wf-form4_151976879785060.xml · nonDerivative · entry 3 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,418 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 22:00 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Tax withholdingCommon Stock | 893 | $23.75 | $21,208.75 |
DisclosureSEC source: 0001546417-18-000025 · wf-form4_151976879785060.xml · nonDerivative · entry 2 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,270 F2 · shares: These 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 22:00 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 3,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-18-000025 · wf-form4_151976879785060.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,163 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 22, 2018 Filed Feb 26, 2018 21:23 UTC | Habit Restaurants, Inc. HABT · Entity 12394 | GrantClass A Common Stock | 5,682 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005481 · doc4.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,682 F1 · shares: Represents shares of Class A Common Stock ("Class A Stock") of The Habit Restaurants, Inc. (the "Issuer") underlying restricted stock units acquired by the Reporting Person pursuant to the Issuer's 2014 Omnibus Incentive Plan, as amended. The restricted stock units representing the right to receive Class A Stock of the Issuer vest in three equal installments, beginning on February 22, 2019 and continuing on each of the following two year anniversaries. F1 · price: Represents shares of Class A Common Stock ("Class A Stock") of The Habit Restaurants, Inc. (the "Issuer") underlying restricted stock units acquired by the Reporting Person pursuant to the Issuer's 2014 Omnibus Incentive Plan, as amended. The restricted stock units representing the right to receive Class A Stock of the Issuer vest in three equal installments, beginning on February 22, 2019 and continuing on each of the following two year anniversaries. Read SEC document |
| November 09, 2017 Filed Nov 9, 2017 21:57 UTC | Habit Restaurants, Inc. HABT · Entity 12394 | PurchaseClass A Common Stock | 1,000 | $9.00 | $9,000.00 |
DisclosureSEC source: 0001209191-17-060004 · doc4.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Read SEC document |
| August 07, 2017 Filed Aug 7, 2017 21:46 UTC | Habit Restaurants, Inc. HABT · Entity 12394 | PurchaseClass A Common Stock | 1,000 | $13.45 | $13,447.50 |
DisclosureSEC source: 0001209191-17-047945 · doc4.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · price: The transaction was executed in multiple trades at prices ranging from $13.425 per share to $13.45 per share. The price reported reflects the weighted average sales price. Upon request by the Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 00:41 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Tax withholdingCommon Stock | 542 | $17.27 | $9,360.34 |
DisclosureSEC source: 0001546417-17-000030 · wf-form4_148832888750426.xml · nonDerivative · entry 6 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,392 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 00:41 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | GrantCommon Stock | 1,693 | $17.27 | $29,238.11 |
DisclosureSEC source: 0001546417-17-000030 · wf-form4_148832888750426.xml · nonDerivative · entry 5 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,934 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 00:41 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Tax withholdingCommon Stock | 478 | $17.09 | $8,169.02 |
DisclosureSEC source: 0001546417-17-000030 · wf-form4_148832888750426.xml · nonDerivative · entry 4 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,241 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 00:41 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | GrantCommon Stock | 1,463 | $17.09 | $25,002.67 |
DisclosureSEC source: 0001546417-17-000030 · wf-form4_148832888750426.xml · nonDerivative · entry 3 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,719 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 00:41 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionRestricted Stock Units · Derivative | 3,771 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001546417-17-000030 · wf-form4_148832888750426.xml · derivative · entry 8 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,314 Underlying: Common Stock · 3,771 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 15,085, 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 00:41 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Tax withholdingCommon Stock | 1,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-17-000030 · wf-form4_148832888750426.xml · nonDerivative · entry 2 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,256 Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:41 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 3,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-17-000030 · wf-form4_148832888750426.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,488 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 00:41 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | GrantStock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $17.27 | $0.00 |
DisclosureSEC source: 0001546417-17-000030 · wf-form4_148832888750426.xml · derivative · entry 9 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2027-02-24 F6 · derivative.exercise_date: These stock options, in the original grant amount of 30,000, will begin vesting in four equal annual installments on February 24, 2018. Read SEC document |
| February 24, 2017 Filed Mar 1, 2017 00:41 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | GrantRestricted Stock Units · Derivative | 12,594 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001546417-17-000030 · wf-form4_148832888750426.xml · derivative · entry 7 KADOW JOSEPH JOHN · CIK 0001019438 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,594 Underlying: Common Stock · 12,594 shares Expires not disclosed F3 · derivative.exercise_date: These restricted stock units, in the original grant amount of 12,594, will begin vesting in four equal annual installments on February 24, 2018. F4 · derivative.expiration_date: This field is not applicable. 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.