Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bloomin' Brands, Inc.BLMN · Entity 5085 | Director | April 22, 2026 | April 24, 2026 |
| DARDEN RESTAURANTS INCDRI · Entity 3191 | EVP & COO | July 27, 2020 | July 29, 2020 |
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.
Bloomin' Brands, Inc.
Report date April 22, 2026 · Filed April 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,047 |
Reported balance
After 2026-04-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-22 · Exercise / conversion · Acquired 25,478 · Balance 34,047 F1: Holds all or a portion of these shares in a joint brokerage account with the Reporting Person's spouse. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 23,485 |
Reported balance
After 2026-04-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-22 · Grant · Acquired 23,485 · Balance 23,485 F2: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F3: These RSUs, in the original grant amount of 23,485, will fully vest immediately prior to the issuer's annual meeting of stockholders in 2027. F4: This field is not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-04-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-22 · Exercise / conversion · Disposed 25,478 · Balance 0 F2: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F5: These RSUs, in the original grant amount of 25,478, fully vested immediately prior to the issuer's annual meeting of stockholders in 2026. F4: This field is not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Holds all or a portion of these shares in a joint brokerage account with the Reporting Person's spouse.
F2: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit.
F3: These RSUs, in the original grant amount of 23,485, will fully vest immediately prior to the issuer's annual meeting of stockholders in 2027.
F4: This field is not applicable.
F5: These RSUs, in the original grant amount of 25,478, fully vested immediately prior to the issuer's annual meeting of stockholders in 2026.
DARDEN RESTAURANTS INC
Report date July 27, 2020 · Filed July 29, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 78,216 |
Ending reported balance
After 2020-07-27 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-07-27 · Exercise / conversion · Acquired 6,301 · Balance 76,653 F1: Performance restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2020-07-27 · Exercise / conversion · Acquired 5,251 · Balance 81,904 F1: Performance restricted stock units convert into common stock on a one-for-one basis. Row 3 · 2020-07-27 · Tax withholding · Disposed 3,688 · Balance 78,216 |
| Performance Restricted Stock Units (FY17)SEC Table II · derivative / convertible security · Expires 2020-07-27 | Direct | 6,301 |
Reported balance
After 2020-07-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-07-27 · Exercise / conversion · Disposed 5,251 · Balance 6,301 F1: Performance restricted stock units convert into common stock on a one-for-one basis. F2: Includes 584 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement. F3: This grant vests in two equal annual installments beginning on July 27, 2019. |
| Performance Restricted Stock Units (FY17)SEC Table II · derivative / convertible security · Expires 2020-07-27 | Direct | 0 |
Reported balance
After 2020-07-27 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-07-27 · Exercise / conversion · Disposed 6,301 · Balance 0 F1: Performance restricted stock units convert into common stock on a one-for-one basis. F4: Includes 700 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement. F3: This grant vests in two equal annual installments beginning on July 27, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Performance restricted stock units convert into common stock on a one-for-one basis.
F2: Includes 584 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement.
F3: This grant vests in two equal annual installments beginning on July 27, 2019.
F4: Includes 700 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement.
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 |
|---|---|---|---|---|---|---|
| April 22, 2026 Filed Apr 24, 2026 21:48 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionRestricted Stock Units · Derivative | 25,478 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001242844-26-000002 · wk-form4_1777067330.xml · derivative · entry 3 GEORGE DAVID C · CIK 0001242844 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,478 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. F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F5 · derivative.exercise_date: These RSUs, in the original grant amount of 25,478, fully vested immediately prior to the issuer's annual meeting of stockholders in 2026. F4 · derivative.expiration_date: This field is not applicable. Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 21:48 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | GrantRestricted Stock Units · Derivative | 23,485 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001242844-26-000002 · wk-form4_1777067330.xml · derivative · entry 2 GEORGE DAVID C · CIK 0001242844 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,485 Underlying: Common Stock · 23,485 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F3 · derivative.exercise_date: These RSUs, in the original grant amount of 23,485, will fully vest immediately prior to the issuer's annual meeting of stockholders in 2027. F4 · derivative.expiration_date: This field is not applicable. Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 21:48 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 25,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001242844-26-000002 · wk-form4_1777067330.xml · nonDerivative · entry 1 GEORGE DAVID C · CIK 0001242844 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,047 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Holds all or a portion of these shares in a joint brokerage account with the Reporting Person's spouse. Read SEC document |
| April 23, 2025 Filed Apr 25, 2025 20:48 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionRestricted Stock Units · Derivative | 5,881 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001546417-25-000095 · wk-form4_1745614115.xml · derivative · entry 3 GEORGE DAVID C · CIK 0001242844 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,881 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. F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F5 · derivative.exercise_date: These RSUs, in the original grant amount of 5,881, fully vested immediately prior to the issuer's annual meeting of stockholders in 2025. F4 · derivative.expiration_date: This field is not applicable. Read SEC document |
| April 23, 2025 Filed Apr 25, 2025 20:48 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | GrantRestricted Stock Units · Derivative | 25,478 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001546417-25-000095 · wk-form4_1745614115.xml · derivative · entry 2 GEORGE DAVID C · CIK 0001242844 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,478 Underlying: Common Stock · 25,478 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F3 · derivative.exercise_date: These RSUs, in the original grant amount of 25,478, will fully vest immediately prior to the issuer's annual meeting of stockholders in 2026. F4 · derivative.expiration_date: This field is not applicable. Read SEC document |
| April 23, 2025 Filed Apr 25, 2025 20:48 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 5,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-25-000095 · wk-form4_1745614115.xml · nonDerivative · entry 1 GEORGE DAVID C · CIK 0001242844 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,569 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Holds all or a portion of these shares in a joint brokerage account with the Reporting Person's spouse. Read SEC document |
| April 23, 2024 Filed Apr 25, 2024 21:16 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionRestricted Stock Units · Derivative | 1,492 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001546417-24-000097 · wk-form4_1714079749.xml · derivative · entry 3 GEORGE DAVID C · CIK 0001242844 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,492 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. F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F5 · derivative.exercise_date: These RSUs, in the original grant amount of 1,492, will fully vest immediately prior to the issuer's annual meeting of stockholders in 2024. F4 · derivative.expiration_date: This field is not applicable. Read SEC document |
| April 23, 2024 Filed Apr 25, 2024 21:16 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | GrantRestricted Stock Units · Derivative | 5,881 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001546417-24-000097 · wk-form4_1714079749.xml · derivative · entry 2 GEORGE DAVID C · CIK 0001242844 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,881 Underlying: Common Stock · 5,881 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F3 · derivative.exercise_date: These RSUs, in the original grant amount of 5,881, will fully vest immediately prior to the issuer's annual meeting of stockholders in 2025. F4 · derivative.expiration_date: This field is not applicable. Read SEC document |
| April 23, 2024 Filed Apr 25, 2024 21:16 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 1,492 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-24-000097 · wk-form4_1714079749.xml · nonDerivative · entry 1 GEORGE DAVID C · CIK 0001242844 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,688 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Holds all or a portion of these shares in a joint brokerage account with the Reporting Person's spouse. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:38 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | GrantRestricted Stock Units · Derivative | 1,492 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001546417-24-000009 · wk-form4_1708033052.xml · derivative · entry 2 GEORGE DAVID C · CIK 0001242844 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,492 Underlying: Common Stock · 1,492 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F3 · derivative.exercise_date: These RSUs, in the original grant amount of 1,492, will fully vest immediately prior to the issuer's annual meeting of stockholders in 2024. F4 · derivative.expiration_date: This field is not applicable. Read SEC document |
| July 27, 2020 Filed Jul 29, 2020 22:02 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY17) · Derivative | 6,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010063 · doc4.xml · derivative · entry 5 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,301 shares Expires 2020-07-27 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 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F4 · shares: Includes 700 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement. F3 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 27, 2019. Read SEC document |
| July 27, 2020 Filed Jul 29, 2020 22:02 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY17) · Derivative | 5,251 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010063 · doc4.xml · derivative · entry 4 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,301 Underlying: Common Stock · 5,251 shares Expires 2020-07-27 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 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F2 · shares: Includes 584 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement. F3 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 27, 2019. Read SEC document |
| July 27, 2020 Filed Jul 29, 2020 22:02 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 3,688 | $78.64 | $290,024.32 |
DisclosureSEC source: 0001225208-20-010063 · doc4.xml · nonDerivative · entry 3 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,216 Read SEC document |
| July 27, 2020 Filed Jul 29, 2020 22:02 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 5,251 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010063 · doc4.xml · nonDerivative · entry 2 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,904 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Performance restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 27, 2020 Filed Jul 29, 2020 22:02 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 6,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010063 · doc4.xml · nonDerivative · entry 1 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,653 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Performance restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 26, 2020 Filed Jul 28, 2020 22:51 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionRestricted Stock Units (FY18 Annual Grant) · Derivative | 3,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010014 · doc4.xml · derivative · entry 6 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,455 shares Expires 2020-07-26 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_price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 26, 2020 Filed Jul 28, 2020 22:51 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY18) · Derivative | 3,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010014 · doc4.xml · derivative · entry 5 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,455 Underlying: Common Stock · 3,784 shares Expires 2021-07-26 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. F1 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F3 · shares: Includes 330 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement. F4 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 26, 2020. Read SEC document |
| July 26, 2020 Filed Jul 28, 2020 22:51 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 973 | $78.64 | $76,516.72 |
DisclosureSEC source: 0001225208-20-010014 · doc4.xml · nonDerivative · entry 4 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,352 Read SEC document |
| July 26, 2020 Filed Jul 28, 2020 22:51 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 842 | $78.64 | $66,214.88 |
DisclosureSEC source: 0001225208-20-010014 · doc4.xml · nonDerivative · entry 3 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,325 Read SEC document |
| July 26, 2020 Filed Jul 28, 2020 22:51 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 3,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010014 · doc4.xml · nonDerivative · entry 2 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,167 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 26, 2020 Filed Jul 28, 2020 22:51 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 3,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010014 · doc4.xml · nonDerivative · entry 1 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,712 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Performance restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 20:41 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantPerformance Restricted Stock Units (FY18) · Derivative | 6,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009216 · doc4.xml · derivative · entry 2 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,909 Underlying: Common Stock · 6,909 shares Expires 2021-07-26 F1 · security: On July 26, 2017, the Reporting Person was awarded 6,909 target performance restricted stock units (PSUs) subject to the achievement of performance criteria (relative total shareholder return as compared to a selected comparison group) from July 26, 2017 through May 31, 2020. F2 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F3 · shares: On June 23, 2020, the Compensation Committee of the Board of Directors determined the final results under the applicable performance criteria resulting in 6,909 PSUs being earned in accordance with the provisions of the applicable award agreement. Pursuant to the terms of the applicable award agreement, additional shares of Darden common stock representing accrued dividend equivalents will be delivered to the Reporting Person upon settlement of the PSUs. F4 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 26, 2020. Read SEC document |
| April 23, 2020 Filed Apr 23, 2020 19:59 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | PurchaseCommon Stock | 4,273 | $58.50 | $249,970.50 |
DisclosureSEC source: 0001225208-20-006672 · doc4.xml · nonDerivative · entry 1 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,928 F1 · shares: The Reporting Person purchased the shares from the Underwriters in an underwritten registered public offering at the public offering price. Read SEC document |
| July 31, 2019 Filed Aug 1, 2019 21:32 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 260 | $125.96 | $32,749.60 |
DisclosureSEC source: 0001225208-19-010788 · doc4.xml · nonDerivative · entry 1 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,655 Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 21:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY16) · Derivative | 4,459 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010748 · doc4.xml · derivative · entry 5 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,459 shares Expires 2019-07-29 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 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F2 · shares: Each award includes 331 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement. F3 · derivative.exercise_date: This grant vested in two equal annual installments beginning on July 29, 2018. Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 21:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY16) · Derivative | 4,459 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010748 · doc4.xml · derivative · entry 4 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,459 Underlying: Common Stock · 4,459 shares Expires 2019-07-29 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 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F2 · shares: Each award includes 331 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement. F3 · derivative.exercise_date: This grant vested in two equal annual installments beginning on July 29, 2018. Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 21:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 3,512 | $125.96 | $442,371.52 |
DisclosureSEC source: 0001225208-19-010748 · doc4.xml · nonDerivative · entry 3 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,915 Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 21:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 4,459 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010748 · doc4.xml · nonDerivative · entry 2 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,427 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Performance restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 21:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 4,459 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010748 · doc4.xml · nonDerivative · entry 1 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,968 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Performance restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 27, 2019 Filed Jul 30, 2019 23:38 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionRestricted Stock Units · Derivative | 14,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010703 · doc4.xml · derivative · entry 8 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,937 shares Expires 2019-07-27 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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 27, 2019 Filed Jul 30, 2019 23:38 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY17) · Derivative | 5,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010703 · doc4.xml · derivative · entry 7 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,268.5 Underlying: Common Stock · 5,960 shares Expires 2020-07-27 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_price: Performance restricted stock units convert into common stock on a one-for-one basis. F5 · shares: Includes 359 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement. F4 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 27, 2019. Read SEC document |
| July 27, 2019 Filed Jul 30, 2019 23:38 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY17) · Derivative | 4,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010703 · doc4.xml · derivative · entry 6 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,228.5 Underlying: Common Stock · 4,966 shares Expires 2020-07-27 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_price: Performance restricted stock units convert into common stock on a one-for-one basis. F3 · shares: Includes 299 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement. F4 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 27, 2019. Read SEC document |
| July 27, 2019 Filed Jul 30, 2019 23:38 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 5,878 | $125.96 | $740,392.88 |
DisclosureSEC source: 0001225208-19-010703 · doc4.xml · nonDerivative · entry 5 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,509 Read SEC document |
| July 27, 2019 Filed Jul 30, 2019 23:38 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 4,041 | $125.96 | $509,004.36 |
DisclosureSEC source: 0001225208-19-010703 · doc4.xml · nonDerivative · entry 4 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,387 Read SEC document |
| July 27, 2019 Filed Jul 30, 2019 23:38 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 4,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010703 · doc4.xml · nonDerivative · entry 3 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,428 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 · price: Performance restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 27, 2019 Filed Jul 30, 2019 23:38 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 5,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010703 · doc4.xml · nonDerivative · entry 2 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,462 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 · price: Performance restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 27, 2019 Filed Jul 30, 2019 23:38 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 14,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010703 · doc4.xml · nonDerivative · entry 1 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,502 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 24, 2019 Filed Jul 26, 2019 14:56 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantStock Option (Right to Buy) · Derivative | 19,091 | $0.00 Strike: $124.24 | $0.00 |
DisclosureSEC source: 0001225208-19-010519 · doc4.xml · derivative · entry 3 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,091 Underlying: Common Stock · 19,091 shares Expires 2029-07-24 F2 · derivative.exercise_date: This option vests in two equal annual installments beginning on July 24, 2022. Read SEC document |
| July 24, 2019 Filed Jul 26, 2019 14:56 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantRestricted Stock Units (FY20 Annual Grant) · Derivative | 3,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010519 · doc4.xml · derivative · entry 2 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,148 Underlying: Common Stock · 3,148 shares Expires 2022-07-24 F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| June 24, 2019 Filed Jun 26, 2019 15:51 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionStock Option (Right to Buy) · Derivative | 69,779 | $0.00 Strike: $39.53 | $0.00 |
DisclosureSEC source: 0001225208-19-009561 · doc4.xml · derivative · entry 3 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 69,779 shares Expires 2024-07-23 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: This option vested in two equal annual installments beginning July 23, 2017. F3 · balance_after: The number of stock options was adjusted in connection with the spin-off (the Spin-Off) of Four Corners Property Trust, Inc. (FCPT) from Darden Restaurants, Inc. (Darden) on November 9, 2015. The adjustment reflects the product of (i) the number of shares subject to the stock option awards immediately prior to the Spin-Off and (ii) the ratio of (A) the pre-Spin-Off closing price on November 9, 2015 of Darden Common Stock (Darden Pre-Spin-Off Price) and (B) the difference between the Darden Pre-Spin-Off Price and the volume weighted average price of FCPT Common Stock trading on the NYSE on the trading day immediately following the distribution date (adjusted to reflect the Darden-to-FCPT pro rata share distribution ratio in the Spin-Off). Read SEC document |
| June 24, 2019 Filed Jun 26, 2019 15:51 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 69,779 | $123.25 | $8,600,408.29 |
DisclosureSEC source: 0001225208-19-009561 · doc4.xml · nonDerivative · entry 2 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,565 F1 · price: This transaction was executed in multiple trades at prices ranging from $122.50 to $123.97. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 24, 2019 Filed Jun 26, 2019 15:51 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 69,779 | $39.53 | $2,758,363.87 |
DisclosureSEC source: 0001225208-19-009561 · doc4.xml · nonDerivative · entry 1 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,344 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 |
| June 18, 2019 Filed Jun 20, 2019 14:50 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantPerformance Restricted Stock Units (FY17) · Derivative | 9,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009460 · doc4.xml · derivative · entry 3 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,537 Underlying: Common Stock · 9,335 shares Expires 2020-07-27 F5 · security: On July 27, 2016, the Reporting Person was awarded 7,468 target performance restricted stock units (PSUs) subject to the achievement of performance criteria (return on invested capital) from May 30, 2016 through May 26, 2019. F2 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F6 · shares: On June 18, 2019, the Compensation Committee of the Board of Directors determined the final results under the applicable performance criteria resulting in 9,335 PSUs being earned in accordance with the provisions of the applicable award agreement. Pursuant to the terms of the applicable award agreement, additional shares of Darden common stock representing accrued dividend equivalents will be delivered to the Reporting Person upon settlement of the PSUs. F4 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 27, 2019. Read SEC document |
| June 18, 2019 Filed Jun 20, 2019 14:50 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantPerformance Restricted Stock Units (FY17) · Derivative | 11,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009460 · doc4.xml · derivative · entry 2 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,202 Underlying: Common Stock · 11,202 shares Expires 2020-07-27 F1 · security: On July 27, 2016, the Reporting Person was awarded 7,468 target performance restricted stock units (PSUs) subject to the achievement of performance criteria (relative total shareholder return as compared to a selected comparison group) from July 27, 2016 through May 26, 2019. F2 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F3 · shares: On June 18, 2019, the Compensation Committee of the Board of Directors determined the final results under the applicable performance criteria resulting in 11,202 PSUs being earned in accordance with the provisions of the applicable award agreement. Pursuant to the terms of the applicable award agreement, additional shares of Darden common stock representing accrued dividend equivalents will be delivered to the Reporting Person upon settlement of the PSUs. F4 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 27, 2019. Read SEC document |
| October 04, 2018 Filed Oct 9, 2018 15:17 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionStock Option (Right to Buy) · Derivative | 55,671 | $0.00 Strike: $42.99 | $0.00 |
DisclosureSEC source: 0001225208-18-014482 · doc4.xml · derivative · entry 3 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 55,671 shares Expires 2023-07-24 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: This option vested in two equal annual installments beginning July 24, 2016. F3 · balance_after: The number of stock options was adjusted in connection with the spin-off (the Spin-Off) of Four Corners Property Trust, Inc. (FCPT) from Darden Restaurants, Inc. (Darden) on November 9, 2015. The adjustment reflects the product of (i) the number of shares subject to the stock option awards immediately prior to the Spin-Off and (ii) the ratio of (A) the pre-Spin-Off closing price on November 9, 2015 of Darden Common Stock (Darden Pre-Spin-Off Price) and (B) the difference between the Darden Pre-Spin-Off Price and the volume weighted average price of FCPT Common Stock trading on the NYSE on the trading day immediately following the distribution date (adjusted to reflect the Darden-to-FCPT pro rata share distribution ratio in the Spin-Off). Read SEC document |
| October 04, 2018 Filed Oct 9, 2018 15:17 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 55,671 | $108.24 | $6,025,673.16 |
DisclosureSEC source: 0001225208-18-014482 · doc4.xml · nonDerivative · entry 2 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,565 F1 · price: This transaction was executed in multiple trades at prices ranging from $108.00 to $108.58. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 04, 2018 Filed Oct 9, 2018 15:17 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 55,671 | $42.99 | $2,393,296.29 |
DisclosureSEC source: 0001225208-18-014482 · doc4.xml · nonDerivative · entry 1 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,236 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 |
| July 29, 2018 Filed Jul 31, 2018 23:20 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY16) · Derivative | 4,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-012104 · doc4.xml · derivative · entry 5 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,256 Underlying: Common Stock · 4,395 shares Expires 2019-07-29 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 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F2 · shares: Includes 270 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement. F3 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 29, 2018. Read SEC document |
| July 29, 2018 Filed Jul 31, 2018 23:20 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY16) · Derivative | 4,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-012104 · doc4.xml · derivative · entry 4 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,651 Underlying: Common Stock · 4,395 shares Expires 2019-07-29 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 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F2 · shares: Includes 270 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement. F3 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 29, 2018. Read SEC document |
| July 29, 2018 Filed Jul 31, 2018 23:20 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 3,462 | $106.78 | $369,672.36 |
DisclosureSEC source: 0001225208-18-012104 · doc4.xml · nonDerivative · entry 3 GEORGE DAVID C · CIK 0001242844 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,565 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.