Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bloomin' Brands, Inc.BLMN · Entity 5085 | EVP & COO of Casual Dining | February 27, 2024 | February 29, 2024 |
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 February 27, 2024 · Filed February 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 239,066 |
Ending reported balance
After 2024-02-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-27 · Exercise / conversion · Acquired 12,166 · Balance 250,738 F1: Relates to cashless exercise and hold transaction in connection with stock options that were expiring. Row 2 · 2024-02-27 · Tax withholding · Disposed 11,672 · Balance 239,066 F1: Relates to cashless exercise and hold transaction in connection with stock options that were expiring. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.32 · Expires 2024-02-27 | Direct | 0 |
Reported balance
After 2024-02-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-02-27 · Exercise / conversion · Disposed 12,166 · Balance 0 F1: Relates to cashless exercise and hold transaction in connection with stock options that were expiring. F2: On February 27, 2014, these stock options were granted in the original amount of 12,166, which vest in four equal annual installments, with a final vesting in 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Relates to cashless exercise and hold transaction in connection with stock options that were expiring.
F2: On February 27, 2014, these stock options were granted in the original amount of 12,166, which vest in four equal annual installments, with a final vesting in 2018.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 01, 2017 Filed Aug 3, 2017 21:08 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Tax withholdingCommon Stock | 2,622 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-17-000071 · wf-form4_150179450109995.xml · nonDerivative · entry 2 Scarlett Gregg · CIK 0001636664 · EVP&Pres. Outback Steakhouse 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,988 Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 21:08 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-17-000071 · wf-form4_150179450109995.xml · nonDerivative · entry 1 Scarlett Gregg · CIK 0001636664 · EVP&Pres. Outback Steakhouse 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,610 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 28, 2017 Filed May 2, 2017 20:49 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionStock Option (right to buy) · Derivative | 35,971 | $0.00 Strike: $6.50 | $0.00 |
DisclosureSEC source: 0001546417-17-000060 · wf-form4_149375816226371.xml · derivative · entry 4 Scarlett Gregg · CIK 0001636664 · EVP&Pres. Outback Steakhouse 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,889 Underlying: Common Stock · 35,971 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 |
| April 28, 2017 Filed May 2, 2017 20:49 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | SaleCommon Stock | 10,000 | $21.43 | $214,300.00 |
DisclosureSEC source: 0001546417-17-000060 · wf-form4_149375816226371.xml · nonDerivative · entry 3 Scarlett Gregg · CIK 0001636664 · EVP&Pres. Outback Steakhouse 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360 F2 · price: Price reflected is the weighted-average sales price for the shares sold. The shares were sold in multiple transactions, and the range of sale prices for the transaction reported was $21.42 to $21.44. The reporting person undertakes to provide to the issuer, or any staff member of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each separate price. Read SEC document |
| April 28, 2017 Filed May 2, 2017 20:49 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | SaleCommon Stock | 55,971 | $21.49 | $1,202,816.79 |
DisclosureSEC source: 0001546417-17-000060 · wf-form4_149375816226371.xml · nonDerivative · entry 2 Scarlett Gregg · CIK 0001636664 · EVP&Pres. Outback Steakhouse 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,360 F1 · price: Price reflected is the weighted-average sales price for the shares sold. The shares were sold in multiple transactions, and the range of sale prices for the transaction reported was $21.460 to $21.535. The reporting person undertakes to provide to the issuer, or any staff member of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each separate price. Read SEC document |
| April 28, 2017 Filed May 2, 2017 20:49 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 35,971 | $6.50 | $233,811.50 |
DisclosureSEC source: 0001546417-17-000060 · wf-form4_149375816226371.xml · nonDerivative · entry 1 Scarlett Gregg · CIK 0001636664 · EVP&Pres. Outback Steakhouse 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,331 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 12, 2017 Filed Mar 14, 2017 20:20 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionRestricted Stock Units · Derivative | 6,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001546417-17-000034 · wf-form4_148952281013637.xml · derivative · entry 3 Scarlett Gregg · CIK 0001636664 · EVP&Pres. Outback Steakhouse 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 6,250 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. F1 · derivative.exercise_date: These restricted stock units, in the original grant amount of 25,000, began vesting in four equal annual installments on March 12, 2016. F2 · derivative.expiration_date: This field is not applicable. Read SEC document |
| March 12, 2017 Filed Mar 14, 2017 20:20 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Tax withholdingCommon Stock | 1,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-17-000034 · wf-form4_148952281013637.xml · nonDerivative · entry 2 Scarlett Gregg · CIK 0001636664 · EVP&Pres. Outback Steakhouse 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,360 Read SEC document |
| March 12, 2017 Filed Mar 14, 2017 20:20 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-17-000034 · wf-form4_148952281013637.xml · nonDerivative · entry 1 Scarlett Gregg · CIK 0001636664 · EVP&Pres. Outback Steakhouse 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,070 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, 2017 Filed Mar 1, 2017 00:40 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Tax withholdingCommon Stock | 230 | $17.27 | $3,972.10 |
DisclosureSEC source: 0001546417-17-000027 · wf-form4_148832882800106.xml · nonDerivative · entry 6 Scarlett Gregg · CIK 0001636664 · EVP&Pres. Outback Steakhouse 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,820 F2 · shares: These shares were withheld by the issuer to pay for the applicable withholding tax due upon vesting of certain performance-based share units. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 00:40 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | GrantCommon Stock | 847 | $17.27 | $14,627.69 |
DisclosureSEC source: 0001546417-17-000027 · wf-form4_148832882800106.xml · nonDerivative · entry 5 Scarlett Gregg · CIK 0001636664 · EVP&Pres. Outback Steakhouse 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,050 F1 · shares: Represents shares of common stock acquired upon vesting of certain performance-based share units as a result of achievement of performance goals. Read SEC document |
| February 26, 2017 Filed Mar 1, 2017 00:40 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Tax withholdingCommon Stock | 233 | $17.09 | $3,981.97 |
DisclosureSEC source: 0001546417-17-000027 · wf-form4_148832882800106.xml · nonDerivative · entry 4 Scarlett Gregg · CIK 0001636664 · EVP&Pres. Outback Steakhouse 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,203 F2 · shares: These shares were withheld by the issuer to pay for the applicable withholding tax due upon vesting of certain performance-based share units. Read SEC document |
| February 26, 2017 Filed Mar 1, 2017 00:40 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | GrantCommon Stock | 878 | $17.09 | $15,005.02 |
DisclosureSEC source: 0001546417-17-000027 · wf-form4_148832882800106.xml · nonDerivative · entry 3 Scarlett Gregg · CIK 0001636664 · EVP&Pres. Outback Steakhouse 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,436 F1 · shares: Represents shares of common stock acquired upon vesting of certain performance-based share units as a result of achievement of performance goals. Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:40 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionRestricted Stock Units · Derivative | 3,640 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001546417-17-000027 · wf-form4_148832882800106.xml · derivative · entry 8 Scarlett Gregg · CIK 0001636664 · EVP&Pres. Outback Steakhouse 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,922 Underlying: Common Stock · 3,640 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 14,562, began vesting in four equal annual installments on February 25, 2017. F4 · derivative.expiration_date: This field is not applicable. Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:40 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Tax withholdingCommon Stock | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-17-000027 · wf-form4_148832882800106.xml · nonDerivative · entry 2 Scarlett Gregg · CIK 0001636664 · EVP&Pres. Outback Steakhouse 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,558 Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:40 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | Exercise / conversionCommon Stock | 3,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001546417-17-000027 · wf-form4_148832882800106.xml · nonDerivative · entry 1 Scarlett Gregg · CIK 0001636664 · EVP&Pres. Outback Steakhouse 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,533 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 24, 2017 Filed Mar 1, 2017 00:40 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | GrantStock Option (right to buy) · Derivative | 48,119 | $0.00 Strike: $17.27 | $0.00 |
DisclosureSEC source: 0001546417-17-000027 · wf-form4_148832882800106.xml · derivative · entry 9 Scarlett Gregg · CIK 0001636664 · EVP&Pres. Outback Steakhouse 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,119 Underlying: Common Stock · 48,119 shares Expires 2027-02-24 F6 · derivative.exercise_date: These stock options, in the original grant amount of 48,119, will begin vesting in four equal annual installments on February 24, 2018. Read SEC document |
| February 24, 2017 Filed Mar 1, 2017 00:40 UTC | Bloomin' Brands, Inc. BLMN · Entity 5085 | GrantRestricted Stock Units · Derivative | 20,200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001546417-17-000027 · wf-form4_148832882800106.xml · derivative · entry 7 Scarlett Gregg · CIK 0001636664 · EVP&Pres. Outback Steakhouse 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,200 Underlying: Common Stock · 20,200 shares Expires not disclosed F3 · derivative.exercise_date: These restricted stock units, in the original grant amount of 20,200, 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.