The Cheesecake Factory Incorporated (CAKE)
Calabasas, CA, US
The Cheesecake Factory Incorporated primarily operates restaurants. The company also maintains two bakeries that produce its signature cheesecakes and other baked goods. These products are distributed to its own restaurant network, international licensees, external foodservice operators, third-party bakery customers, retailers, and distributors. The Cheesecake Factory operates 306 restaurants across the United States and Canada, featuring brands such as 208 The Cheesecake Factory locations, 29 North Italia outlets, and various Fox Restaurant Concepts. Furthermore, 29 The Cheesecake Factory restaurants are run internationally under licensing agreements. Founded in 1972, the company's headquarters are located in Calabasas, California.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.69% | +1.00% | +2.70% | +3.51% | +32.04% | +20.34% | +15.65% | +94.84% | +6.00% | +19.45% | +1,592.20% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 6 | 0 |
| Hold | 10 | 0 |
| Sell | 2 | 0 |
| Strong Sell | 2 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 7 |
66.71
-18.7%
|
| Last Quarter | 11 |
65.00
-20.8%
|
| Last Year | 28 |
61.36
-25.3%
|
| All Time | 54 |
52.83
-35.6%
|
-
Revenue growth Restaurants: +7.4%+4.8% Q1'26: +5.6% (vs Q2'25)
-
EPS growth Restaurants: +14.8%-4.1% Q1'26: +52.2% (vs Q2'25)
-
FCF margin FCF growth · Restaurants: +21.6%+3.9% Q1'26: +5.3% (vs Q2'25)
-
EBIT margin Restaurants: +6.1%+4.6% Q1'26: +5.6% (vs Q2'25)
-
ROIC Restaurants: +6.2%+4.3% Q1'26: +8.6% (vs Q2'25)
-
Share dilution Restaurants: +0.0%-1.3% ★ Q1'26: -1.7% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Restaurants: 0.72×12.26× Q1'26: 6.45× (vs Q2'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2002 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 16 Rev. Ana. 12 EPS Ana. |
Dec 2027 16 Rev. Ana. 13 EPS Ana. |
Dec 2028 7 Rev. Ana. 8 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
651.97M
est: 641.30M (+1.7%)
|
969.23M
est: 979.88M (-1.1%)
|
1.18B
est: 1.18B (-0.4%)
|
1.60B
est: 1.30B (+23.4%)
|
1.66B
est: 1.52B (+8.8%)
|
1.76B
est: 1.76B (-0.1%)
|
2.10B
est: 2.11B (-0.3%)
|
2.28B
est: 2.27B (+0.2%)
|
2.26B
est: 2.27B (-0.3%)
|
2.33B
est: 2.37B (-1.5%)
|
2.48B
est: 2.51B (-1.0%)
|
1.98B
est: 2.03B (-2.4%)
|
2.93B
est: 2.93B (+0.1%)
|
3.31B
est.
|
3.30B
est: 3.46B (-4.7%)
|
3.44B
est: 3.57B (-3.8%)
|
3.58B
est: 3.57B (+0.2%)
|
3.75B
est: 3.74B (+0.4%)
|
3.92B
3.90B – 3.94B
+4.9% YoY
|
4.18B
4.15B – 4.21B
+6.5% YoY
|
4.50B
4.49B – 4.51B
+7.7% YoY
|
| EBITDA |
93.11M
est: 97.51M (-4.5%)
|
138.02M
est: 139.91M (-1.3%)
|
180.29M
est: 183.34M (-1.7%)
|
137.43M
est: 123.29M (+11.5%)
|
190.40M
est: 184.45M (+3.2%)
|
201.10M
est: 205.94M (-2.4%)
|
256.82M
est: 220.81M (+16.3%)
|
285.38M
est: 246.03M (+16.0%)
|
245.00M
est: 273.86M (-10.5%)
|
210.09M
est: 50.94M (+312.4%)
|
230.96M
est: 53.92M (+328.4%)
|
-255.92M
est: -312.76M (+18.2%)
|
171.97M
est: 292.87M (-41.3%)
|
224.48M
est.
|
132.76M
est: 381.26M (-65.2%)
|
201.70M
est: 393.24M (-48.7%)
|
282.90M
est: 393.24M (-28.1%)
|
282.37M
est: 411.42M (-31.4%)
|
431.59M
429.38M – 433.79M
+4.9% YoY
|
459.81M
456.50M – 463.12M
+6.5% YoY
|
495.18M
494.51M – 495.86M
+7.7% YoY
|
| EBIT |
70.26M
est: 69.10M (+1.7%)
|
96.96M
est: 100.04M (-3.1%)
|
135.16M
est: 129.18M (+4.6%)
|
74.74M
est: 55.20M (+35.4%)
|
133.36M
est: 116.69M (+14.3%)
|
145.14M
est: 133.40M (+8.8%)
|
188.16M
est: 150.36M (+25.1%)
|
214.68M
est: 182.59M (+17.6%)
|
176.47M
est: 154.41M (+14.3%)
|
114.19M
est: -24.93M (+558.1%)
|
142.83M
est: -26.39M (+641.3%)
|
-347.44M
est: -665.86M (+47.8%)
|
82.32M
est: 115.59M (-28.8%)
|
111.34M
est.
|
40.38M
est: 285.29M (-85.8%)
|
108.57M
est: 294.25M (-63.1%)
|
181.15M
est: 294.25M (-38.4%)
|
173.34M
est: 307.85M (-43.7%)
|
322.94M
321.30M – 324.59M
+4.9% YoY
|
344.06M
341.59M – 346.54M
+6.5% YoY
|
370.53M
370.03M – 371.04M
+7.7% YoY
|
| Net Income |
49.08M
est: 48.26M (+1.7%)
|
66.54M
est: 66.07M (+0.7%)
|
87.55M
est: 88.00M (-0.5%)
|
42.83M
est: 32.19M (+33.0%)
|
81.71M
est: 74.24M (+10.1%)
|
95.72M
est: 95.59M (+0.1%)
|
116.52M
est: 106.12M (+9.8%)
|
139.49M
est: 126.79M (+10.0%)
|
157.39M
est: 158.53M (-0.7%)
|
99.04M
est: 119.96M (-17.4%)
|
127.29M
est: 129.19M (-1.5%)
|
-253.37M
est: -366.96M (+31.0%)
|
72.37M
est: 87.52M (-17.3%)
|
105.97M
est.
|
43.12M
est: 106.49M (-59.5%)
|
101.35M
est: 161.09M (-37.1%)
|
156.78M
est: 161.09M (-2.7%)
|
148.43M
est: 180.67M (-17.8%)
|
196.66M
178.73M – 208.36M
+8.8% YoY
|
218.39M
194.73M – 226.21M
+11.1% YoY
|
241.01M
239.10M – 243.55M
+10.4% YoY
|
| SGA |
42.33M
est: 41.48M (+2.0%)
|
55.43M
est: 621.50M (-91.1%)
|
68.52M
est: 749.30M (-90.9%)
|
629.29M
est: 531.71M (+18.4%)
|
637.84M
est: 1.01B (-36.9%)
|
673.76M
est: 1.18B (-42.7%)
|
137.40M
est: 1.01B (-86.4%)
|
146.04M
est: 1.41B (-89.7%)
|
141.53M
est: 1.61B (-91.2%)
|
154.77M
est: 157.49M (-1.7%)
|
160.20M
est: 166.70M (-3.9%)
|
157.64M
est: 1.02B (-84.6%)
|
186.14M
est: 363.10M (-48.7%)
|
242.88M
est.
|
205.75M
est: 220.51M (-6.7%)
|
217.45M
est: 227.44M (-4.4%)
|
228.74M
est: 227.44M (+0.6%)
|
244.92M
est: 237.96M (+2.9%)
|
249.62M
248.35M – 250.89M
+4.9% YoY
|
265.94M
264.03M – 267.86M
+6.5% YoY
|
286.40M
286.01M – 286.79M
+7.7% YoY
|
| EPS |
0.64
est: 0.63 (+1.6%)
|
0.84
est: 0.89 (-5.6%)
|
1.12
est: 1.09 (+2.8%)
|
0.72
est: 0.66 (+9.9%)
|
1.39
est: 1.21 (+14.9%)
|
1.70
est: 1.65 (+3.0%)
|
2.39
est: 2.36 (+1.5%)
|
2.91
est: 2.83 (+2.9%)
|
3.35
est: 2.60 (+28.6%)
|
2.19
est: 2.45 (-10.6%)
|
2.90
est: 2.64 (+9.9%)
|
-6.32
est: -1.22 (-418.9%)
|
1.03
est: 2.24 (-54.1%)
|
1.54
est.
|
0.87
est: 2.21 (-60.7%)
|
2.10
est: 3.31 (-36.6%)
|
3.28
est: 3.31 (-1.0%)
|
3.17
est: 3.75 (-15.5%)
|
4.05
3.70 – 4.31
+7.9% YoY
|
4.47
4.03 – 4.68
+10.3% YoY
|
4.99
4.95 – 5.04
+11.6% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-21 | Oppenheimer | Outperform | Outperform | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-01 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-30 | C+ | 2/5 | 4/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C+ | 2/5 | 4/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHEDULE 13D | 12.15M | 22.50% | 13.00 | — | 163.07M | 9.00M | OO | — | 2020-04-27 | ↗ |
| 2 | (1) BlackRock, Inc. | 7.72M | 15.00% | — | — | — | — | HC | Delaware | 2023-01-20 | ↗ |
| 3 | Abigail P. Johnson | 7.26M | 9.26% | — | — | 7.26M | — | IN | United States of America | 2005-08-10 | ↗ |
| 4 | FMR Corp. | 7.26M | 9.26% | 2.29M | — | 7.26M | — | HC | Delaware | 2005-08-10 | ↗ |
| 5 | The Vanguard Group - 23-1945930 | 5.28M | 10.12% | — | 90.3K | 5.15M | 131.6K | IA | Pennsylvania | 2022-02-09 | ↗ |
| 6 | 04-2683227 | 4.87M | 8.80% | — | 3.46M | — | — | IA | Massachusetts | 2012-02-14 | ↗ |
| 7 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 | 4.28M | 8.20% | 2.81M | 1.27M | 3.00M | 1.27M | IA | — | 2022-02-14 | ↗ |
| 8 | Wellington Group Holdings LLP | 4.02M | 9.00% | — | 3.68M | — | — | HC | Massachusetts | 2020-01-08 | ↗ |
| 9 | Wellington Investment Advisors Holdings LLP | 4.02M | 9.00% | — | 3.68M | — | — | HC | Massachusetts | 2020-01-08 | ↗ |
| 10 | Wellington Management Group LLP | 4.02M | 9.00% | — | 3.68M | — | — | HC | Massachusetts | 2020-01-08 | ↗ |
| 11 | Edward C. Johnson 3d | 3.80M | 7.08% | — | — | 3.80M | — | IN | United States of America | 2013-02-14 | ↗ |
| 12 | Wellington Management Company LLP | 3.74M | 8.37% | — | 3.58M | — | — | IA | Massachusetts | 2020-01-08 | ↗ |
| 13 | David Overton | 3.56M | 6.70% | 3.56M | — | 3.56M | — | IN | United States | 2022-02-04 | ↗ |
| 14 | Baron Capital Group, Inc.000000000 | 2.82M | 5.48% | — | 2.82M | — | 2.82M | HC, CO | New York | 2023-02-14 | ↗ |
| 15 | Ronald Baron000000000 | 2.82M | 5.48% | — | 2.82M | — | 2.82M | HC, IN | New York | 2023-02-14 | ↗ |
| 16 | BAMCO INC /NY/000000000 | 2.75M | 5.35% | — | 2.75M | — | 2.75M | IA, CO | New York | 2023-02-14 | ↗ |
| 17 | Florida Retirement System - Federal ID # 59-6001872 | 2.23M | 4.61% | 2.23M | — | 2.23M | — | EP | 32317-3300 | 2002-02-08 | ↗ |
| 18 | Baron Capital Management, Inc.000000000 | 67.5K | 0.13% | — | 67.5K | — | 67.5K | IA, CO | New York | 2023-02-14 | ↗ |
| 19 | 1,933 | 1.9K | 12.00% | 1.9K | — | 1.9K | — | CO | — | 2020-02-13 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 7.14M +1.9M (+35.9%) | 360.47M +73.5M (+25.6%) | 15.32% +4.051 pp | 0.02% +0.004 pp | USD58.16 -13.2% | 30 qtrs — |
| 2 | BLACKROCK, INC. | 6.87M +145.4K (+2.2%) | 346.59M -20.6M (-5.6%) | 14.73% +0.312 pp | 0.01% -0.001 pp | USD40.93 +23.3% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 5.15M -4.8K (-0.1%) | 259.80M -21.7M (-7.7%) | 11.04% -0.010 pp | 0.00% 0.000 pp | USD36.08 +39.9% | 84 qtrs — |
| 4 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.39M -179.4K (-7.0%) | 120.84M -19.8M (-14.1%) | 5.14% -0.385 pp | 0.32% -0.018 pp | USD38.21 +32.1% | 47 qtrs — |
| 5 | INVESCO LTD. | 2.34M +280.6K (+13.6%) | 118.01M +5.6M (+5.0%) | 5.02% +0.602 pp | 0.02% +0.000 pp | USD46.94 +7.5% | 57 qtrs — |
| 6 | EARNEST PARTNERS LLC | 2.15M -117.3K (-5.2%) | 108.42M -15.3M (-12.4%) | 4.61% -0.252 pp | 0.46% -0.072 pp | USD32.30 +56.3% | 13 qtrs — |
| 7 | BANK OF AMERICA CORP /DE/ | 2.04M -362.1K (-15.1%) | 102.95M -28.3M (-21.5%) | 4.38% -0.801 pp | 0.01% -0.001 pp | USD57.77 -12.6% | 52 qtrs — |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 2.01M -163.2K (-7.5%) | 101.57M -17.3M (-14.5%) | 4.32% -0.350 pp | 0.02% -0.003 pp | USD48.80 +3.4% | 5 qtrs — |
| 9 | STATE STREET CORP | 1.79M +4.5K (+0.3%) | 90.16M -7.2M (-7.4%) | 3.83% +0.010 pp | 0.00% 0.000 pp | USD42.91 +17.6% | 51 qtrs — |
| 10 | AMERICAN CENTURY COMPANIES INC | 1.68M -116.0K (-6.4%) | 85.03M -13.3M (-13.6%) | 3.61% -0.249 pp | 0.04% -0.007 pp | USD40.41 +24.9% | 37 qtrs — |
| 11 | WESTWOOD HOLDINGS GROUP INC | 1.50M +89.0K (+6.3%) | 75.72M -1.4M (-1.8%) | 3.22% +0.191 pp | 0.62% +0.065 pp | USD49.31 +2.4% | 4 qtrs — |
| 12 | VICTORY CAPITAL MANAGEMENT INC | 1.47M +207.8K (+16.4%) | 74.42M +5.2M (+7.5%) | 3.16% +0.446 pp | 0.04% +0.002 pp | USD46.57 +8.4% | 50 qtrs — |
| 13 | BAMCO INC /NY/ | 1.25M +— (+0.0%) | 63.10M -5.2M (-7.6%) | 2.68% +0.000 pp | 0.17% -0.010 pp | USD33.12 +52.4% | 57 qtrs — |
| 14 | DIMENSIONAL FUND ADVISORS LP | 1.21M +5.9K (+0.5%) | 61.23M -4.7M (-7.2%) | 2.60% +0.013 pp | 0.01% -0.001 pp | USD40.12 +25.8% | 51 qtrs — |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 1.15M +4.6K (+0.4%) | 58.17M -4.5M (-7.2%) | 2.47% +0.010 pp | 0.00% 0.000 pp | USD41.02 +23.1% | 78 qtrs — |
| 16 | MORGAN STANLEY | 1.15M +137.0K (+13.6%) | 57.81M +2.7M (+4.9%) | 2.46% +0.294 pp | 0.00% +0.000 pp | USD48.04 +5.1% | 51 qtrs — |
| 17 | UBS GROUP AG | 1.03M +178.1K (+21.0%) | 51.84M +5.5M (+11.8%) | 2.20% +0.382 pp | 0.01% +0.001 pp | USD45.83 +10.1% | 45 qtrs — |
| 18 | HENNESSY ADVISORS INC | 714.4K -39.8K (-5.3%) | 36.06M -5.1M (-12.5%) | 1.53% -0.085 pp | 1.28% -0.145 pp | USD47.44 +6.4% | 5 qtrs — |
| 19 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 665.0K -82.0K (-11.0%) | 33.57M -7.2M (-17.8%) | 1.43% -0.176 pp | 0.12% -0.019 pp | USD47.06 +7.3% | 9 qtrs — |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 597.4K +6.2K (+1.0%) | 30.16M -2.1M (-6.6%) | 1.28% +0.013 pp | 0.00% -0.001 pp | USD39.15 +28.9% | 100 qtrs — |
| 21 | MILLENNIUM MANAGEMENT LLC | 512.1K +349.2K (+214.3%) | 25.85M +16.9M (+190.4%) | 1.10% +0.749 pp | 0.01% +0.007 pp | USD49.71 +1.5% | 22 qtrs — |
| 22 | FISHER ASSET MANAGEMENT, LLC | 503.2K +34.0K (+7.2%) | 25.40M -237.7K (-0.9%) | 1.08% +0.073 pp | 0.01% -0.001 pp | USD43.71 +15.5% | 13 qtrs — |
| 23 | NORTHERN TRUST CORP | 497.2K -18.5K (-3.6%) | 25.10M -3.1M (-10.9%) | 1.07% -0.040 pp | 0.00% 0.000 pp | USD44.36 +13.8% | 51 qtrs — |
| 24 | BANK OF NEW YORK MELLON CORP | 481.2K -49.7K (-9.4%) | 24.29M -4.7M (-16.3%) | 1.03% -0.107 pp | 0.00% -0.001 pp | USD39.53 +27.7% | 66 qtrs — |
| 25 | GOLDMAN SACHS GROUP INC | 434.2K -25.0K (-5.4%) | 21.92M -3.2M (-12.6%) | 0.93% -0.054 pp | 0.00% 0.000 pp | USD37.43 +34.9% | 73 qtrs — |
| 26 | PALISADE CAPITAL MANAGEMENT, LP | 429.6K -51.2K (-10.7%) | 21.69M -4.6M (-17.5%) | 0.92% -0.110 pp | 0.64% -0.071 pp | USD41.09 +22.9% | 34 qtrs — |
| 27 | WELLS FARGO & COMPANY/MN | 396.5K -2.0K (-0.5%) | 20.01M -1.8M (-8.1%) | 0.85% -0.004 pp | 0.00% -0.001 pp | USD37.95 +33.0% | 57 qtrs — |
| 28 | NATIXIS ADVISORS, L.P. | 360.6K -2.2K (-0.6%) | 18.20M -1.6M (-8.2%) | 0.77% -0.005 pp | 0.03% -0.003 pp | USD36.83 +37.1% | 42 qtrs — |
| 29 | SQUAREPOINT OPS LLC | 354.2K -188.9K (-34.8%) | 17.88M -11.8M (-39.7%) | 0.76% -0.405 pp | 0.02% -0.011 pp | USD54.64 -7.6% | 12 qtrs — |
| 30 | PRINCIPAL FINANCIAL GROUP INC | 340.1K +40.6K (+13.5%) | 17.17M +801.3K (+4.9%) | 0.73% +0.087 pp | 0.01% +0.001 pp | USD44.65 +13.1% | 81 qtrs — |
| 31 | BNP PARIBAS ARBITRAGE, SNC | 321.6K -131.5K (-29.0%) | 16.23M -8.5M (-34.4%) | 0.69% -0.282 pp | 0.01% -0.006 pp | USD54.17 -6.8% | 51 qtrs — |
| 32 | GAMCO INVESTORS, INC. ET AL | 320.0K -7.2K (-2.2%) | 16.15M -1.7M (-9.6%) | 0.69% -0.015 pp | 0.16% -0.018 pp | USD35.29 +43.0% | 63 qtrs — |
| 33 | FRONTIER CAPITAL MANAGEMENT CO LLC | 291.3K +50.2K (+20.8%) | 14.70M +1.5M (+11.6%) | 0.62% +0.108 pp | 0.16% +0.038 pp | USD40.74 +23.9% | 20 qtrs — |
| 34 | ENGINEERS GATE MANAGER LP | 287.2K +270.2K (+1,583.7%) | 14.50M +13.6M (+1,455.5%) | 0.62% +0.580 pp | 0.17% +0.161 pp | USD51.20 -1.4% | 19 qtrs — |
| 35 | SEI INVESTMENTS CO | 269.4K +46.3K (+20.8%) | 13.60M +1.4M (+11.6%) | 0.58% +0.099 pp | 0.01% +0.000 pp | USD48.27 +4.6% | 17 qtrs — |
| 36 | PDT PARTNERS, LLC | 255.3K +84.4K (+49.4%) | 12.89M +3.5M (+38.0%) | 0.55% +0.181 pp | 0.84% +0.247 pp | USD52.77 -4.3% | 4 qtrs — |
| 37 | ENVESTNET ASSET MANAGEMENT INC | 245.2K -94.7K (-27.9%) | 12.38M -6.2M (-33.4%) | 0.53% -0.203 pp | 0.00% -0.002 pp | USD36.96 +36.6% | 51 qtrs — |
| 38 | AEQUIM ALTERNATIVE INVESTMENTS LP | 243.9K +48.5K (+24.8%) | 12.31M +1.6M (+15.3%) | 0.52% +0.104 pp | 0.24% +0.007 pp | USD55.57 -9.2% | 3 qtrs — |
| 39 | HRT FINANCIAL LP | 230.1K +28.9K (+14.4%) | 11.62M +621.0K (+5.6%) | 0.49% +0.062 pp | 0.04% -0.004 pp | USD55.59 -9.2% | 5 qtrs — |
| 40 | GAGNON SECURITIES LLC | 226.6K -742.0 (-0.3%) | 11.44M -983.2K (-7.9%) | 0.49% -0.002 pp | 2.33% -0.163 pp | USD43.73 +15.4% | 33 qtrs — |
| 41 | CITADEL ADVISORS LLC | 219.9K +24.8K (+12.7%) | 11.10M +438.1K (+4.1%) | 0.47% +0.053 pp | 0.00% +0.000 pp | USD54.17 -6.8% | 27 qtrs — |
| 42 | NEW YORK STATE COMMON RETIREMENT FUND | 162.5K -10.4K (-6.0%) | 8.20M -1.2M (-13.2%) | 0.35% -0.022 pp | 0.01% -0.001 pp | USD36.37 +38.8% | 103 qtrs — |
| 43 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 158.8K -20.0K (-11.2%) | 8.02M -1.8M (-17.9%) | 0.34% -0.043 pp | 0.03% -0.009 pp | USD39.75 +27.0% | 23 qtrs — |
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 140.8K +60.7K (+75.8%) | 7.11M +2.7M (+62.4%) | 0.30% +0.130 pp | 0.00% +0.000 pp | USD48.56 +4.0% | 51 qtrs — |
| 45 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 133.9K +86.7K (+183.6%) | 7.07M +4.5M (+174.0%) | 0.29% +0.186 pp | 0.01% +0.007 pp | USD51.04 -1.1% | 17 qtrs — |
| 46 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 131.6K +36.8K (+38.8%) | 6.64M +1.5M (+28.3%) | 0.28% +0.079 pp | 0.01% +0.002 pp | USD39.25 +28.6% | 18 qtrs — |
| 47 | RHUMBLINE ADVISERS | 130.3K -7.5K (-5.4%) | 6.58M -950.0K (-12.6%) | 0.28% -0.016 pp | 0.01% -0.001 pp | USD35.09 +43.9% | 67 qtrs — |
| 48 | EDGESTREAM PARTNERS, L.P. | 123.6K -73.9K (-37.4%) | 6.24M -4.6M (-42.2%) | 0.27% -0.159 pp | 0.18% -0.140 pp | USD53.26 -5.2% | 5 qtrs — |
| 49 | LEGAL & GENERAL GROUP PLC | 117.5K -5.9K (-4.8%) | 5.93M -813.3K (-12.1%) | 0.25% -0.013 pp | 0.00% 0.000 pp | USD34.60 +45.9% | 46 qtrs — |
| 50 | JPMORGAN CHASE & CO | 117.3K -100.7K (-46.2%) | 5.92M -6.0M (-50.3%) | 0.25% -0.218 pp | 0.00% 0.000 pp | USD54.32 -7.1% | 51 qtrs — |
| 51 | TWO SIGMA ADVISERS, LP | 114.7K +95.8K (+506.9%) | 5.79M +4.8M (+460.7%) | 0.25% +0.206 pp | 0.01% +0.009 pp | USD52.25 -3.4% | 4 qtrs — |
| 52 | BARCLAYS PLC | 113.3K +20.8K (+22.5%) | 5.72M +2.0M (+52.4%) | 0.24% +0.044 pp | 0.00% +0.000 pp | USD45.72 +10.4% | 51 qtrs — |
| 53 | LEEWARD INVESTMENTS, LLC - MA | 109.2K -584.0 (-0.5%) | 5.51M -486.0K (-8.1%) | 0.23% -0.001 pp | 0.28% -0.028 pp | USD34.39 +46.8% | 13 qtrs — |
| 54 | ROYAL BANK OF CANADA | 108.4K -39.6K (-26.7%) | 5.47M -2.6M (-32.3%) | 0.23% -0.085 pp | 0.00% 0.000 pp | USD42.00 +20.2% | 51 qtrs — |
| 55 | AMERIPRISE FINANCIAL INC | 101.0K -21.9K (-17.9%) | 5.10M -1.6M (-24.1%) | 0.22% -0.047 pp | 0.00% 0.000 pp | USD38.33 +31.7% | 55 qtrs — |
| 56 | NUVEEN, LLC | 95.0K -2.5K (-2.6%) | 4.80M -534.0K (-10.0%) | 0.20% -0.005 pp | 0.00% 0.000 pp | USD48.66 +3.7% | 4 qtrs — |
| 57 | SWISS NATIONAL BANK | 93.3K +2.1K (+2.3%) | 4.71M -273.4K (-5.5%) | 0.20% +0.005 pp | 0.00% 0.000 pp | USD42.16 +19.7% | 51 qtrs — |
| 58 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 91.4K +23.4K (+34.5%) | 4.61M +901.1K (+24.3%) | 0.20% +0.050 pp | 0.01% +0.001 pp | USD38.35 +31.6% | 28 qtrs — |
| 59 | AQUATIC CAPITAL MANAGEMENT LLC | 88.0K +13.1K (+17.6%) | 4.44M +352.5K (+8.6%) | 0.19% +0.028 pp | 0.13% +0.050 pp | USD56.64 -10.9% | 5 qtrs — |
| 60 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 87.0K +86.5K (+19,532.3%) | 4.39M +4.4M (+18,191.7%) | 0.19% +0.186 pp | 0.01% +0.005 pp | USD50.54 -0.1% | 3 qtrs — |
| 61 | 1492 CAPITAL MANAGEMENT LLC | 85.5K +1.5K (+1.8%) | 4.32M -271.9K (-5.9%) | 0.18% +0.003 pp | 1.65% -0.203 pp | USD40.51 +24.6% | 13 qtrs — |
| 62 | UBS ASSET MANAGEMENT AMERICAS INC | 84.1K -10.9K (-11.5%) | 4.25M -946.0K (-18.2%) | 0.18% -0.023 pp | 0.00% 0.000 pp | USD48.02 +5.1% | 52 qtrs — |
| 63 | SUMMITTX CAPITAL, L.P. | 81.0K +41.0K (+102.7%) | 4.09M +1.9M (+87.3%) | 0.17% +0.088 pp | 0.12% +0.033 pp | USD51.38 -1.8% | 4 qtrs — |
| 64 | FIRST TRUST ADVISORS LP | 75.6K -23.6K (-23.8%) | 3.82M -1.6M (-29.6%) | 0.16% -0.051 pp | 0.00% -0.001 pp | USD45.97 +9.8% | 20 qtrs — |
| 65 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 75.3K -891.0 (-1.2%) | 3.80M -362.0K (-8.7%) | 0.16% -0.002 pp | 0.01% -0.001 pp | USD38.84 +30.0% | 51 qtrs — |
| 66 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 75.0K +4.0K (+5.7%) | 3.79M -92.4K (-2.4%) | 0.16% +0.009 pp | 0.01% -0.002 pp | USD48.76 +3.5% | 4 qtrs — |
| 67 | QUANTBOT TECHNOLOGIES LP | 68.9K -16.8K (-19.6%) | 3.48M -1.2M (-25.7%) | 0.15% -0.036 pp | 0.12% -0.012 pp | USD54.64 -7.6% | 5 qtrs — |
| 68 | BESSEMER GROUP INC | 65.7K +65.2K (+12,678.8%) | 3.32M +3.3M (+11,739.3%) | 0.14% +0.140 pp | 0.01% +0.005 pp | USD50.33 +0.3% | 15 qtrs — |
| 69 | SCHONFELD STRATEGIC ADVISORS LLC | 65.4K -86.3K (-56.9%) | 3.30M -5.0M (-60.2%) | 0.14% -0.185 pp | 0.01% -0.033 pp | USD55.11 -8.4% | 6 qtrs — |
| 70 | INTECH INVESTMENT MANAGEMENT LLC | 60.5K +33.9K (+127.7%) | 3.05M +1.6M (+110.4%) | 0.13% +0.073 pp | 0.03% +0.014 pp | USD52.47 -3.8% | 6 qtrs — |
| 71 | JANE STREET GROUP, LLC | 58.3K -59.5K (-50.5%) | 2.94M -3.5M (-54.3%) | 0.13% -0.128 pp | 0.00% -0.001 pp | USD51.49 -2.0% | 6 qtrs — |
| 72 | D. E. SHAW & CO., INC. | 57.7K +— (+0.0%) | 2.91M -240.0K (-7.6%) | 0.12% +0.000 pp | 0.00% 0.000 pp | USD53.29 -5.3% | 4 qtrs — |
| 73 | ALLIANCEBERNSTEIN L.P. | 57.7K +4.8K (+9.0%) | 2.91M +20.0K (+0.7%) | 0.12% +0.010 pp | 0.00% +0.000 pp | USD48.58 +3.9% | 61 qtrs — |
| 74 | DEUTSCHE BANK AG\ | 57.5K +21.8K (+61.2%) | 2.90M +954.5K (+49.0%) | 0.12% +0.047 pp | 0.00% +0.000 pp | USD45.27 +11.5% | 50 qtrs — |
| 75 | TREXQUANT INVESTMENT LP | 56.6K +56.6K (+100.0%) | 2.86M +2.9M (+100.0%) | 0.12% +0.122 pp | 0.03% +0.026 pp | USD50.48 +0.0% | 1 qtrs NEW |
| 76 | JEFFERIES FINANCIAL GROUP INC. | 54.0K +45.9K (+572.2%) | 2.72M +2.3M (+521.0%) | 0.12% +0.099 pp | 0.01% +0.012 pp | USD51.10 -1.2% | 4 qtrs — |
| 77 | STIFEL FINANCIAL CORP | 49.7K -6.0K (-10.7%) | 2.51M -533.5K (-17.5%) | 0.11% -0.013 pp | 0.00% -0.001 pp | USD46.89 +7.7% | 47 qtrs — |
| 78 | LPL FINANCIAL LLC | 45.9K -25.9K (-36.0%) | 2.32M -1.6M (-40.9%) | 0.10% -0.056 pp | 0.00% -0.001 pp | USD48.97 +3.1% | 20 qtrs — |
| 79 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 44.5K -41.0 (-0.1%) | 2.25M -187.3K (-7.7%) | 0.10% 0.000 pp | 0.00% 0.000 pp | USD40.40 +25.0% | 52 qtrs — |
| 80 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 43.2K +4.3K (+11.1%) | 2.18M +56.8K (+2.7%) | 0.09% +0.009 pp | 0.01% +0.000 pp | USD49.71 +1.5% | 51 qtrs — |
| 81 | LONG ROAD INVESTMENT COUNSEL, LLC | 43.1K -205.0 (-0.5%) | 2.18M -190.6K (-8.1%) | 0.09% 0.000 pp | 0.82% -0.013 pp | USD49.56 +1.9% | 45 qtrs — |
| 82 | PRUDENTIAL FINANCIAL INC | 43.0K -3.3K (-7.2%) | 2.17M -360.3K (-14.2%) | 0.09% -0.007 pp | 0.00% 0.000 pp | USD35.16 +43.6% | 85 qtrs — |
| 83 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 42.8K +7.0K (+19.4%) | 2.16M +202.6K (+10.4%) | 0.09% +0.015 pp | 0.02% +0.015 pp | USD51.68 -2.3% | 9 qtrs — |
| 84 | PRICE T ROWE ASSOCIATES INC /MD/ | 42.3K +1.4K (+3.4%) | 2.14M -101.0K (-4.5%) | 0.09% +0.003 pp | 0.00% +0.000 pp | USD40.25 +25.4% | 75 qtrs — |
| 85 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 42.0K +3.7K (+9.8%) | 2.12M -3.0K (-0.1%) | 0.09% +0.008 pp | 0.00% +0.001 pp | USD35.98 +40.3% | 49 qtrs — |
| 86 | WALLEYE CAPITAL LLC | 41.4K -4.4K (-9.6%) | 2.09M -412.6K (-16.5%) | 0.09% -0.009 pp | 0.01% -0.003 pp | USD46.02 +9.7% | 11 qtrs — |
| 87 | — | 41.0K +41.0K (+100.0%) | 2.07M +2.1M (+100.0%) | 0.09% +0.088 pp | 1.15% +1.149 pp | USD50.48 +0.0% | 1 qtrs NEW |
| 88 | WOODLINE PARTNERS LP | 40.2K -577.9K (-93.5%) | 2.03M -31.7M (-94.0%) | 0.09% -1.240 pp | 0.01% -0.151 pp | USD53.16 -5.0% | 12 qtrs — |
| 89 | NUMERAI GP LLC | 40.1K +40.1K (+100.0%) | 2.03M +2.0M (+100.0%) | 0.09% +0.086 pp | 0.24% +0.244 pp | USD50.48 +0.0% | 1 qtrs NEW |
| 90 | OPPENHEIMER & CO INC | 40.1K -650.0 (-1.6%) | 2.02M -202.3K (-9.1%) | 0.09% -0.001 pp | 0.03% +0.002 pp | USD55.30 -8.7% | 3 qtrs — |
| 91 | DARK FOREST CAPITAL MANAGEMENT LP | 38.3K +38.3K (+100.0%) | 1.94M +1.9M (+100.0%) | 0.08% +0.082 pp | 0.09% +0.088 pp | USD50.48 +0.0% | 1 qtrs NEW |
| 92 | CETERA INVESTMENT ADVISERS | 37.5K -2.2K (-5.6%) | 1.90M -276.9K (-12.7%) | 0.08% -0.005 pp | 0.00% -0.001 pp | USD40.89 +23.5% | 8 qtrs — |
| 93 | ONE CAPITAL MANAGEMENT, LLC | 37.4K +11.4K (+43.7%) | 1.89M +466.1K (+32.7%) | 0.08% +0.024 pp | 0.06% +0.012 pp | USD56.94 -11.3% | 3 qtrs — |
| 94 | SOUTH DAKOTA INVESTMENT COUNCIL | 37.4K -1.3K (-3.4%) | 1.89M -226.0K (-10.7%) | 0.08% -0.003 pp | 0.04% -0.005 pp | USD38.89 +29.8% | 9 qtrs — |
| 95 | FUTURE FUND LLC | 37.3K +11.3K (+43.4%) | 1.89M +461.9K (+32.4%) | 0.08% +0.024 pp | 0.60% +0.095 pp | USD55.32 -8.7% | 4 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ | 2.80% | 650.0K | 0.78% |
| 2 | Invesco S&P SmallCap Consumer Discretionary ETF PSCD | 1.50% | 351.8K | 0.29% |
| 3 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS | 0.83% | 3.28M | 0.38% |
| 4 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.66% | 342.4K | 0.35% |
| 5 | Fidelity Fundamental Small-Mid Cap ETF FFSM | 0.52% | 7.36M | 0.43% |
| 6 | Avantis U.S. Small Cap Value ETF AVUV | 0.47% | 137.68M | 0.25% |
| 7 | Amplify Etho Climate Leadership U.S. ETF ETHO | 0.45% | 839.6K | 0.45% |
| 8 | Avantis Global Small Cap Value UCITS ETF AVGS.L | 0.41% | 4.48M | 0.39% |
| 9 | Principal U.S. Small-Cap Multi-Factor ETF PSC | 0.40% | 5.23M | 0.38% |
| 10 | WisdomTree U.S. SmallCap Dividend Fund DES | 0.31% | 6.72M | 0.38% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-01 | OVERTON DAVID | Director / Officer | F-InKind | D | Common Stock | 4,655 | 55.30 | 257.4K | 3,079,779 | I | ↗ |
| 2026-04-01 | May Scarlett | Officer | F-InKind | D | Common Stock | 525 | 55.30 | 29.0K | 26,219 | D | ↗ |
| 2026-04-01 | Gordon David M | Officer | F-InKind | D | Common Stock | 1,167 | 55.30 | 64.5K | 41,959 | D | ↗ |
| 2026-04-01 | Clark Matthew Eliot | Officer | F-InKind | D | Common Stock | 1,059 | 55.30 | 58.6K | 45,109 | D | ↗ |
| 2026-03-10 | May Scarlett | Officer | S-Sale | D | Common Stock | 5,206 | 62.95 | 327.7K | 25,715 | D | ↗ |
| 2026-02-25 | Hanscom Ashley W | Officer | S-Sale | D | Common Stock | 2,951 | 65.64 | 193.7K | 11,041 | D | ↗ |
| 2026-02-25 | Clark Matthew Eliot | Officer | S-Sale | D | Common Stock | 7,000 | 65.70 | 459.9K | 44,090 | D | ↗ |
| 2026-02-25 | Alex Spero G | Officer | S-Sale | D | Common Stock | 4,790 | 66.00 | 316.1K | 0 | I | ↗ |
| 2026-02-23 | CAPPELLO ALEXANDER L | Director | S-Sale | D | Common Stock | 635 | 63.74 | 40.5K | 6,171 | I | ↗ |
| 2026-02-16 | OVERTON DAVID | Director / Officer | F-InKind | D | Common Stock | 21,150 | 58.67 | 1.24M | 3,056,706 | I | ↗ |
| 2026-02-16 | May Scarlett | Officer | F-InKind | D | Common Stock | 1,516 | 58.67 | 88.9K | 30,921 | D | ↗ |
| 2026-02-16 | Hanscom Ashley W | Officer | F-InKind | D | Common Stock | 880 | 58.67 | 51.6K | 13,992 | D | ↗ |
| 2026-02-16 | Gordon David M | Officer | F-InKind | D | Common Stock | 5,288 | 58.67 | 310.2K | 34,941 | D | ↗ |
| 2026-02-16 | Clark Matthew Eliot | Officer | F-InKind | D | Common Stock | 3,033 | 58.67 | 177.9K | 51,090 | D | ↗ |
| 2026-02-16 | Alex Spero G | Officer | F-InKind | D | Common Stock | 1,787 | 58.67 | 104.8K | 4,790 | I | ↗ |
| 2026-02-11 | OVERTON DAVID | Director / Officer | A-Award | A | Common Stock | 50,350 | 0.00 | — | 290,363 | D | ↗ |
| 2026-02-11 | May Scarlett | Officer | A-Award | A | Common Stock | 7,043 | 0.00 | — | 40,603 | D | ↗ |
| 2026-02-11 | Hanscom Ashley W | Officer | A-Award | A | Common Stock | 2,280 | 0.00 | — | 13,330 | D | ↗ |
| 2026-02-11 | Gordon David M | Officer | A-Award | A | Common Stock | 13,400 | 0.00 | — | 64,327 | D | ↗ |
| 2026-02-11 | Clark Matthew Eliot | Officer | A-Award | A | Common Stock | 11,860 | 0.00 | — | 32,664 | D | ↗ |
| 2026-02-11 | Alex Spero G | Officer | A-Award | A | Common Stock | 2,600 | 0.00 | — | 27,650 | I | ↗ |
| 2026-02-10 | OVERTON DAVID | Director / Officer | F-InKind | D | Common Stock | 14,785 | 60.57 | 895.5K | 3,036,288 | I | ↗ |
| 2026-02-10 | May Scarlett | Officer | F-InKind | D | Common Stock | 1,508 | 60.57 | 91.3K | 25,235 | D | ↗ |
| 2026-02-10 | Hanscom Ashley W | Officer | F-InKind | D | Common Stock | 430 | 60.57 | 26.0K | 12,652 | D | ↗ |
| 2026-02-10 | Gordon David M | Officer | F-InKind | D | Common Stock | 3,132 | 60.57 | 189.7K | 29,837 | D | ↗ |
| 2026-02-10 | Clark Matthew Eliot | Officer | F-InKind | D | Common Stock | 2,864 | 60.57 | 173.5K | 45,670 | D | ↗ |
| 2026-02-10 | Carango Keith | Officer | F-InKind | D | Common Stock | 1,229 | 60.57 | 74.4K | 22,619 | D | ↗ |
| 2025-12-10 | OVERTON DAVID | Director / Officer | G-Gift | D | Common Stock | 50 | 0.00 | — | 3,017,298 | I | ↗ |
| 2025-08-14 | Gordon David M | Officer | S-Sale | D | Common Stock | 13,400 | 62.87 | 842.5K | 34,467 | D | ↗ |
| 2025-07-31 | CAPPELLO ALEXANDER L | Director | S-Sale | D | Common Stock | 12,388 | 65.88 | 816.1K | 6,806 | I | ↗ |
| 2025-06-09 | May Scarlett | Officer | M-Exempt | A | Common Stock | 18,800 | 40.16 | 755.0K | 41,672 | D | ↗ |
| 2025-05-29 | May Scarlett | Officer | S-Sale | D | Common Stock | 11,600 | 55.98 | 649.4K | 22,872 | D | ↗ |
| 2025-05-28 | Carango Keith | Officer | M-Exempt | A | Common Stock | 3,000 | 51.74 | 155.2K | 32,074 | D | ↗ |
| 2025-05-27 | Clark Matthew Eliot | Officer | M-Exempt | A | Common Stock | 42,900 | 46.03 | 1.97M | 83,778 | D | ↗ |
| 2025-05-22 | Meyer Janice L. | Director | A-Award | A | Common Stock | 2,674 | 0.00 | — | 20,719 | D | ↗ |
| 2025-05-22 | Collins Khanh | Director | A-Award | A | Common Stock | 1,337 | 0.00 | — | 13,309 | D | ↗ |
| 2025-05-22 | CAPPELLO ALEXANDER L | Director | A-Award | A | Common Stock | 2,674 | 0.00 | — | 19,194 | I | ↗ |
| 2025-05-08 | Gordon David M | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 5,826 | 34.91 | 203.4K | 23,204 | D | ↗ |
| 2025-04-01 | OVERTON DAVID | Director / Officer | F-InKind | D | Common Stock | 4,647 | 50.86 | 236.3K | 3,017,348 | I | ↗ |
| 2025-04-01 | May Scarlett | Officer | F-InKind | D | Common Stock | 523 | 50.86 | 26.6K | 22,872 | D | ↗ |
| 2025-04-01 | Gordon David M | Officer | F-InKind | D | Common Stock | 1,164 | 50.86 | 59.2K | 48,919 | D | ↗ |
| 2025-04-01 | Clark Matthew Eliot | Officer | F-InKind | D | Common Stock | 1,056 | 50.86 | 53.7K | 40,878 | D | ↗ |
| 2025-04-01 | Carango Keith | Officer | F-InKind | D | Common Stock | 300 | 50.86 | 15.3K | 20,774 | D | ↗ |
| 2025-02-28 | OVERTON DAVID | Director / Officer | S-Sale | D | Common Stock | 79,300 | 52.99 | 4.20M | 3,012,847 | I | ↗ |
| 2025-02-28 | Clark Matthew Eliot | Officer | S-Sale | D | Common Stock | 19,000 | 54.00 | 1.03M | 39,856 | D | ↗ |
| 2025-02-27 | OVERTON DAVID | Director / Officer | M-Exempt | A | Common Stock | 179,300 | 47.06 | 8.44M | 3,192,147 | I | ↗ |
| 2025-02-27 | Clark Matthew Eliot | Officer | S-Sale | D | Common Stock | 19,000 | 53.51 | 1.02M | 58,856 | D | ↗ |
| 2025-02-18 | OVERTON DAVID | Director / Officer | M-Exempt | D | Restricted Stock | 11,210 | 0.00 | — | 0 | D | ↗ |
| 2025-02-18 | May Scarlett | Officer | M-Exempt | A | Common Stock | 1,246 | 0.00 | — | 21,969 | D | ↗ |
| 2025-02-18 | Hanscom Ashley W | Officer | F-InKind | D | Common Stock | 215 | 55.78 | 12.0K | 12,042 | D | ↗ |
| 2025-02-18 | Gordon David M | Officer | F-InKind | D | Common Stock | 1,293 | 55.78 | 72.1K | 47,793 | D | ↗ |
| 2025-02-18 | Clark Matthew Eliot | Officer | M-Exempt | D | Restricted Stock | 2,292 | 0.00 | — | 0 | D | ↗ |
| 2025-02-18 | Carango Keith | Officer | M-Exempt | D | Restricted Stock | 1,020 | 0.00 | — | 0 | D | ↗ |
| 2025-02-13 | OVERTON DAVID | Director / Officer | A-Award | A | Common Stock | 20,810 | 0.00 | — | 294,146 | D | ↗ |
| 2025-02-13 | May Scarlett | Officer | A-Award | A | Common Stock | 2,402 | 0.00 | — | 34,435 | D | ↗ |
| 2025-02-13 | Hanscom Ashley W | Officer | A-Award | A | Common Stock | 2,750 | 0.00 | — | 12,650 | D | ↗ |
| 2025-02-13 | Gordon David M | Officer | A-Award | A | Common Stock | 5,194 | 0.00 | — | 64,200 | D | ↗ |
| 2025-02-13 | Clark Matthew Eliot | Officer | A-Award | A | Common Stock | 4,712 | 0.00 | — | 32,830 | D | ↗ |
| 2025-02-13 | Carango Keith | Officer | A-Award | A | Common Stock | 1,888 | 0.00 | — | 26,683 | D | ↗ |
| 2025-02-10 | OVERTON DAVID | Director / Officer | F-InKind | D | Common Stock | 38,530 | 53.01 | 2.04M | 3,007,330 | I | ↗ |
| 2025-02-10 | May Scarlett | Officer | F-InKind | D | Common Stock | 3,476 | 53.01 | 184.3K | 21,169 | D | ↗ |
| 2025-02-10 | Hanscom Ashley W | Officer | F-InKind | D | Common Stock | 921 | 53.01 | 48.8K | 11,697 | D | ↗ |
| 2025-02-10 | Gordon David M | Officer | F-InKind | D | Common Stock | 7,587 | 53.01 | 402.2K | 46,540 | D | ↗ |
| 2025-02-10 | Clark Matthew Eliot | Officer | F-InKind | D | Common Stock | 6,712 | 53.01 | 355.8K | 48,663 | D | ↗ |
| 2025-02-10 | Carango Keith | Officer | F-InKind | D | Common Stock | 2,776 | 53.01 | 147.2K | 19,582 | D | ↗ |
| 2024-11-08 | OVERTON DAVID | Director / Officer | M-Exempt | A | Common Stock | 269,520 | 40.16 | 10.82M | 3,234,114 | I | ↗ |
| 2024-11-06 | Carango Keith | Officer | S-Sale | D | Common Stock | 11,746 | 49.89 | 586.0K | 16,326 | D | ↗ |
| 2024-05-30 | PITTAWAY DAVID BRUCE | Director | A-Award | A | Common Stock | 1,690 | 0.00 | — | 20,503 | — | ↗ |
| 2024-05-30 | Meyer Janice L. | Director | A-Award | A | Common Stcok | 3,380 | 0.00 | — | 18,045 | — | ↗ |
| 2024-05-30 | Collins Khanh | Director | A-Award | A | Common Stock | 3,380 | 0.00 | — | 11,972 | — | ↗ |
| 2024-05-30 | CAPPELLO ALEXANDER L | Director | A-Award | A | Common Stock | 3,380 | 0.00 | — | 16,520 | — | ↗ |
| 2024-05-14 | Carango Keith | Officer | S-Sale | D | Common Stock | 1,913 | 40.09 | 76.7K | 29,944 | — | ↗ |
| 2024-04-01 | OVERTON DAVID | Director / Officer | F-InKind | D | Common Stock | 13,910 | 36.60 | 509.1K | 2,964,594 | — | ↗ |
| 2024-04-01 | May Scarlett | Officer | F-InKind | D | Common Stock | 1,102 | 36.60 | 40.3K | 15,291 | — | ↗ |
| 2024-04-01 | Gordon David M | Officer | F-InKind | D | Common Stock | 2,452 | 36.60 | 89.7K | 33,835 | — | ↗ |
| 2024-04-01 | Clark Matthew Eliot | Officer | F-InKind | D | Common Stock | 2,224 | 36.60 | 81.4K | 36,968 | — | ↗ |
| 2024-04-01 | Carango Keith | Officer | F-InKind | D | Common Stock | 897 | 36.60 | 32.8K | 31,857 | — | ↗ |
| 2024-02-20 | OVERTON DAVID | Director / Officer | F-InKind | D | Common Stock | 5,682 | 34.93 | 198.5K | 2,951,061 | — | ↗ |
| 2024-02-20 | May Scarlett | Officer | F-InKind | D | Common Stock | 667 | 34.93 | 23.3K | 13,309 | — | ↗ |
| 2024-02-20 | Hanscom Ashley W | Officer | F-InKind | D | Common Stock | 230 | 34.93 | 8.0K | 10,378 | — | ↗ |
| 2024-02-20 | Gordon David M | Officer | F-InKind | D | Common Stock | 909 | 34.93 | 31.8K | 29,419 | — | ↗ |
| 2024-02-20 | Clark Matthew Eliot | Officer | F-InKind | D | Common Stock | 818 | 34.93 | 28.6K | 32,960 | — | ↗ |
| 2024-02-20 | Carango Keith | Officer | F-InKind | D | Common Stock | 363 | 34.93 | 12.7K | 30,242 | — | ↗ |
| 2024-02-15 | OVERTON DAVID | Director / Officer | A-Award | A | Common Stock | 81,640 | 0.00 | — | 227,350 | — | ↗ |
| 2024-02-15 | May Scarlett | Officer | A-Award | A | Common Stock | 9,460 | 0.00 | — | 29,200 | — | ↗ |
| 2024-02-15 | Hanscom Ashley W | Officer | A-Award | A | Common Stock | 4,000 | 0.00 | — | 12,700 | — | ↗ |
| 2024-02-15 | Gordon David M | Officer | A-Award | A | Common Stock | 10,390 | 0.00 | — | 47,220 | — | ↗ |
| 2024-02-15 | Clark Matthew Eliot | Officer | A-Award | A | Restricted Stock | 10,388 | 0.00 | — | 10,388 | — | ↗ |
| 2024-02-15 | Carango Keith | Officer | A-Award | A | Common Stock | 7,380 | 0.00 | — | 20,790 | — | ↗ |
| 2024-02-13 | OVERTON DAVID | Director / Officer | F-InKind | D | Common Stock | 7,208 | 34.18 | 246.4K | 2,945,533 | — | ↗ |
| 2024-02-13 | May Scarlett | Officer | F-InKind | D | Common Stock | 561 | 34.18 | 19.2K | 12,110 | — | ↗ |
| 2024-02-13 | Hanscom Ashley W | Officer | F-InKind | D | Common Stock | 193 | 34.18 | 6.6K | 10,048 | — | ↗ |
| 2024-02-13 | Gordon David M | Officer | F-InKind | D | Common Stock | 1,150 | 34.18 | 39.3K | 27,782 | — | ↗ |
| 2024-02-13 | Clark Matthew Eliot | Officer | F-InKind | D | Common Stock | 700 | 34.18 | 23.9K | 31,486 | — | ↗ |
| 2024-02-13 | Carango Keith | Officer | F-InKind | D | Common Stock | 479 | 34.18 | 16.4K | 29,585 | — | ↗ |
| 2024-02-12 | OVERTON DAVID | Director / Officer | F-InKind | D | Common Stock | 11,047 | 35.11 | 387.9K | 2,938,521 | — | ↗ |
| 2024-02-12 | May Scarlett | Officer | F-InKind | D | Common Stock | 1,359 | 35.11 | 47.7K | 11,091 | — | ↗ |
| 2024-02-12 | Hanscom Ashley W | Officer | F-InKind | D | Common Stock | 746 | 35.11 | 26.2K | 9,771 | — | ↗ |
| 2024-02-12 | Gordon David M | Officer | F-InKind | D | Common Stock | 2,799 | 35.11 | 98.3K | 25,712 | — | ↗ |
| 2024-02-12 | Clark Matthew Eliot | Officer | F-InKind | D | Common Stock | 2,584 | 35.11 | 90.7K | 30,226 | — | ↗ |
| 2024-02-12 | Carango Keith | Officer | F-InKind | D | Common Stock | 1,132 | 35.11 | 39.7K | 28,784 | — | ↗ |
| 2023-06-01 | PITTAWAY DAVID BRUCE | Director | A-Award | A | Common Stock | 1,826 | 0.00 | — | 18,813 | — | ↗ |
| 2023-06-01 | Meyer Janice L. | Director | A-Award | A | Common Stcok | 3,652 | 0.00 | — | 14,665 | — | ↗ |
| 2023-06-01 | Gordon Adam S. | Director | A-Award | A | Common Stock | 3,652 | 0.00 | — | 3,652 | — | ↗ |
| 2023-06-01 | Collins Khanh | Director | A-Award | A | Common Stock | 3,652 | 0.00 | — | 8,592 | — | ↗ |
| 2023-06-01 | CAPPELLO ALEXANDER L | Director | A-Award | A | Common Stock | 3,652 | 0.00 | — | 13,140 | — | ↗ |
| 2023-05-14 | May Scarlett | Officer | F-InKind | D | Common Stock | 160 | 31.18 | 5.0K | 9,060 | — | ↗ |
| 2023-04-05 | Hanscom Ashley W | Officer | — | D | Common Stock | 0 | 0.00 | — | 8,697 | — | ↗ |
| 2023-04-05 | Carango Keith | Officer | F-InKind | D | Common Stock | 90 | 33.69 | 3.0K | 27,156 | — | ↗ |
| 2023-02-18 | SLOMANN CHERYL | — | F-InKind | D | Common Stock | 1,435 | 40.10 | 57.5K | 12,002 | — | ↗ |
| 2023-02-18 | OVERTON DAVID | — | A-Award | A | Restricted Stock | 33,630 | 0.00 | — | 33,630 | — | ↗ |
| 2023-02-18 | May Scarlett | — | F-InKind | D | Common Stock | 644 | 40.10 | 25.8K | 8,760 | — | ↗ |
| 2023-02-18 | Gordon David M | — | A-Award | A | Restricted Stock | 7,638 | 0.00 | — | 7,638 | — | ↗ |
| 2023-02-18 | Clark Matthew Eliot | — | A-Award | A | Common Stock | 6,876 | 0.00 | — | 6,876 | — | ↗ |
| 2023-02-18 | Carango Keith | — | A-Award | A | Restricted Stock | 3,060 | 0.00 | — | 3,060 | — | ↗ |
| 2023-02-16 | SLOMANN CHERYL | — | A-Award | A | Common Stock | 5,900 | 0.00 | — | 25,710 | — | ↗ |
| 2023-02-16 | OVERTON DAVID | — | A-Award | A | Common Stock | 69,280 | 0.00 | — | 190,020 | — | ↗ |
| 2023-02-16 | May Scarlett | — | A-Award | A | Common Stock | 7,740 | 0.00 | — | 25,170 | — | ↗ |
| 2023-02-16 | Gordon David M | — | A-Award | A | Common Stock | 17,320 | 0.00 | — | 47,580 | — | ↗ |
| 2023-02-16 | Clark Matthew Eliot | — | A-Award | A | Employee Stock Option (right to buy) | 39,720 | 40.42 | 1.61M | 39,720 | — | ↗ |
| 2023-02-16 | Carango Keith | — | A-Award | A | Common Stock | 6,380 | 0.00 | — | 17,710 | — | ↗ |
| 2023-02-15 | SLOMANN CHERYL | — | F-InKind | D | Common Stock | 343 | 38.72 | 13.3K | 9,427 | — | ↗ |
| 2023-02-15 | Carango Keith | — | F-InKind | D | Common Stock | 327 | 38.72 | 12.7K | 24,987 | — | ↗ |
| 2023-02-13 | SLOMANN CHERYL | — | F-InKind | D | Common Stock | 351 | 38.56 | 13.5K | 8,930 | — | ↗ |
| 2023-02-13 | OVERTON DAVID | — | F-InKind | D | Common Stock | 4,976 | 38.56 | 191.9K | 2,900,833 | — | ↗ |
| 2023-02-13 | May Scarlett | — | F-InKind | D | Common Stock | 646 | 38.56 | 24.9K | 5,110 | — | ↗ |
| 2023-02-13 | Gordon David M | — | F-InKind | D | Common Stock | 1,225 | 38.56 | 47.2K | 15,985 | — | ↗ |
| 2023-02-13 | Clark Matthew Eliot | — | F-InKind | D | Common Stock | 800 | 38.56 | 30.8K | 19,836 | — | ↗ |
| 2023-02-13 | Carango Keith | — | F-InKind | D | Common Stock | 523 | 38.56 | 20.2K | 24,514 | — | ↗ |
| 2022-12-22 | Gordon Adam S. | — | — | — | — | — | — | — | 0 | — | ↗ |
| 2022-12-08 | Ames Edie A | Director | P-Purchase | A | Common Stock | 400 | 32.30 | 12.9K | 8,900 | — | ↗ |
| 2022-05-19 | PITTAWAY DAVID BRUCE | Director | A-Award | A | Common Stock | 1,886 | 0.00 | — | 16,987 | — | ↗ |
| 2022-05-19 | Meyer Janice L. | Director | A-Award | A | Common Stock | 3,772 | 0.00 | — | 11,013 | — | ↗ |
| 2022-05-19 | Collins Khanh | Director | A-Award | A | Common Stock | 3,772 | 0.00 | — | 4,940 | — | ↗ |
| 2022-05-19 | CAPPELLO ALEXANDER L | Director | A-Award | A | Common Stock | 3,772 | 0.00 | — | 9,488 | — | ↗ |
| 2022-05-14 | May Scarlett | Director | F-InKind | D | Common Stock | 160 | 33.55 | 5.4K | 4,176 | — | ↗ |
| 2022-04-05 | Carango Keith | Director | F-InKind | D | Common Stock | 90 | 38.29 | 3.4K | 0 | — | ↗ |
| 2022-03-08 | PITTAWAY DAVID BRUCE | Director | P-Purchase | A | Common Stock | 500 | 34.51 | 17.3K | 15,101 | — | ↗ |
| 2022-03-02 | SLOMANN CHERYL | Director / Officer | F-InKind | D | Common Stock | 222 | 40.85 | 9.1K | 8,421 | — | ↗ |
| 2022-03-02 | Clark Matthew Eliot | Director | F-InKind | D | Common Stock | 308 | 40.85 | 12.6K | 18,676 | — | ↗ |
| 2022-03-02 | Carango Keith | Director | F-InKind | D | Common Stock | 205 | 40.85 | 8.4K | 23,587 | — | ↗ |
| 2022-03-01 | CAPPELLO ALEXANDER L | Director | P-Purchase | A | Common Stock | 400 | 40.69 | 16.3K | 5,716 | — | ↗ |
| 2022-02-22 | PITTAWAY DAVID BRUCE | — | P-Purchase | A | Common Stock | 500 | 42.05 | 21.0K | 14,601 | — | ↗ |
| 2022-02-15 | SLOMANN CHERYL | — | F-InKind | D | Common Stock | 289 | 40.50 | 11.7K | 8,003 | — | ↗ |
| 2022-02-15 | Carango Keith | — | F-InKind | D | Common Stock | 277 | 40.50 | 11.2K | 23,202 | — | ↗ |
| 2022-02-13 | SLOMANN CHERYL | — | F-InKind | D | Common Stock | 1,058 | 39.68 | 42.0K | 7,452 | — | ↗ |
| 2022-02-13 | OVERTON DAVID | Director / Officer | F-InKind | D | Common Stock | 17,377 | 39.68 | 689.5K | 2,891,689 | — | ↗ |
| 2022-02-13 | May Scarlett | — | F-InKind | D | Common Stock | 1,766 | 39.68 | 70.1K | 3,876 | — | ↗ |
| 2022-02-13 | Gordon David M | — | F-InKind | D | Common Stock | 3,425 | 39.68 | 135.9K | 13,990 | — | ↗ |
| 2022-02-13 | Clark Matthew Eliot | — | F-InKind | D | Common Stock | 2,156 | 39.68 | 85.6K | 18,094 | — | ↗ |
| 2022-02-13 | Carango Keith | — | F-InKind | D | Common Stock | 1,470 | 39.68 | 58.3K | 22,679 | — | ↗ |
| 2022-02-10 | SLOMANN CHERYL | — | A-Award | A | Common Stock | 7,500 | 0.00 | — | 24,930 | — | ↗ |
| 2022-02-10 | OVERTON DAVID | — | A-Award | A | Restricted Stock | 47,400 | 0.00 | — | 47,400 | — | ↗ |
| 2022-02-10 | May Scarlett | — | A-Award | A | Restricted Stock | 5,300 | 0.00 | — | 5,300 | — | ↗ |
| 2022-02-10 | Gordon David M | — | A-Award | A | Restricted Stock | 10,800 | 0.00 | — | 10,800 | — | ↗ |
| 2022-02-10 | Clark Matthew Eliot | — | A-Award | A | Common Stock | 15,100 | 0.00 | — | 28,990 | — | ↗ |
| 2022-02-10 | Carango Keith | — | A-Award | A | Restricted Stock | 4,300 | 0.00 | — | 4,300 | — | ↗ |
| 2021-12-09 | Ames Edie A | Director | P-Purchase | A | Common Stock | 410 | 41.13 | 16.9K | 8,500 | — | ↗ |
| 2021-11-10 | Ames Edie A | Director | P-Purchase | A | Common Stock | 1,650 | 45.12 | 74.4K | 8,090 | — | ↗ |
| 2021-10-28 | Collins Khanh | Director | A-Award | A | Common Stock | 1,168 | 0.00 | — | 1,168 | — | ↗ |
| 2021-08-11 | Ames Edie A | Director | P-Purchase | A | Common Stock | 500 | 44.35 | 22.2K | 6,440 | — | ↗ |
| 2021-07-22 | Collins Khanh | Director | — | D | No securities are beneficially owned | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-08 | RC Cake Holdings LLC | 10% Owner | J-Other | D | Series A Convertible Preferred Stock | 150,000 | 22.23 | 3.33M | 50,000 | — | ↗ |
| 2021-05-27 | PITTAWAY DAVID BRUCE | Director | A-Award | A | Common Stock | 979 | 0.00 | — | 14,101 | — | ↗ |
| 2021-05-27 | Meyer Janice L. | Director | A-Award | A | Common Stock | 1,958 | 0.00 | — | 7,241 | — | ↗ |
| 2021-05-14 | May Scarlett | Officer | F-InKind | D | Common Stock | 478 | 59.30 | 28.3K | 902 | — | ↗ |
| 2021-05-07 | Gordon David M | Officer | S-Sale | D | Common Stock | 18,000 | 63.86 | 1.15M | 7,755 | — | ↗ |
| 2021-05-07 | Clark Matthew Eliot | Officer | M-Exempt | A | Common Stock | 4,000 | 48.19 | 192.8K | 18,370 | — | ↗ |
| 2021-05-04 | Gordon David M | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 25,500 | 48.01 | 1.22M | 0 | — | ↗ |
| 2021-04-30 | SLOMANN CHERYL | Officer | M-Exempt | A | Common Stock | 7,500 | 48.01 | 360.1K | 14,151 | — | ↗ |
| 2021-04-05 | Carango Keith | Officer | F-InKind | D | Common Stock | 270 | 58.55 | 15.8K | 20,309 | — | ↗ |
| 2021-03-12 | Clark Matthew Eliot | Officer | M-Exempt | A | Common Stock | 4,000 | 48.19 | 192.8K | 18,370 | — | ↗ |
| 2021-03-08 | SLOMANN CHERYL | Officer | S-Sale | D | Common Stock | 8,500 | 57.61 | 489.6K | 8,429 | — | ↗ |
| 2021-03-08 | Clark Matthew Eliot | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 3,500 | 48.19 | 168.7K | 8,000 | — | ↗ |
| 2021-03-04 | OVERTON DAVID | Director / Officer | G-Gift | D | Common Stock | 20,000 | 0.00 | — | 2,866,406 | — | ↗ |
| 2021-03-03 | SLOMANN CHERYL | Officer | F-InKind | D | Common Stock | 263 | 58.11 | 15.3K | 8,429 | — | ↗ |
| 2021-03-03 | OVERTON DAVID | Director / Officer | F-InKind | D | Common Stock | 4,340 | 58.11 | 252.2K | 2,886,406 | — | ↗ |
| 2021-03-03 | Gordon David M | Officer | F-InKind | D | Common Stock | 697 | 58.11 | 40.5K | 25,755 | — | ↗ |
| 2021-03-03 | Clark Matthew Eliot | Officer | F-InKind | D | Common Stock | 367 | 58.11 | 21.3K | 14,370 | — | ↗ |
| 2021-03-03 | Carango Keith | Officer | F-InKind | D | Common Stock | 243 | 58.11 | 14.1K | 19,799 | — | ↗ |
| 2021-03-02 | SLOMANN CHERYL | Officer | F-InKind | D | Common Stock | 222 | 56.44 | 12.5K | 7,932 | — | ↗ |
| 2021-03-02 | Clark Matthew Eliot | Officer | F-InKind | D | Common Stock | 308 | 56.44 | 17.4K | 13,677 | — | ↗ |
| 2021-03-02 | Carango Keith | Officer | F-InKind | D | Common Stock | 205 | 56.44 | 11.6K | 19,342 | — | ↗ |
| 2021-02-23 | OVERTON DAVID | Director / Officer | M-Exempt | A | Common Stock | 48,794 | 48.19 | 2.35M | 2,930,790 | — | ↗ |
| 2021-02-22 | SLOMANN CHERYL | Officer | S-Sale | D | Common Stock | 10,020 | 53.44 | 535.5K | 7,514 | — | ↗ |
| 2021-02-22 | OVERTON DAVID | Director / Officer | M-Exempt | D | Employee Stock Option (right to buy) | 175,000 | 35.62 | 6.23M | 0 | — | ↗ |
| 2021-02-22 | Gordon David M | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 25,000 | 35.62 | 890.5K | 0 | — | ↗ |
| 2021-02-22 | Clark Matthew Eliot | Officer | S-Sale | D | Common Stock | 883 | 53.74 | 47.5K | 17,412 | — | ↗ |
| 2021-02-22 | Carango Keith | Officer | M-Exempt | A | Common Stock | 3,200 | 48.19 | 154.2K | 22,157 | — | ↗ |
| 2021-02-15 | SLOMANN CHERYL | Officer | F-InKind | D | Common Stock | 982 | 50.01 | 49.1K | 17,534 | — | ↗ |
| 2021-02-15 | Carango Keith | Officer | F-InKind | D | Common Stock | 938 | 50.01 | 46.9K | 18,957 | — | ↗ |
| 2021-02-10 | SLOMANN CHERYL | Officer | A-Award | A | Common Stock | 5,850 | 0.00 | — | 19,950 | — | ↗ |
| 2021-02-10 | OVERTON DAVID | Director / Officer | A-Award | A | Common Stock | 50,150 | 0.00 | — | 73,000 | — | ↗ |
| 2021-02-10 | May Scarlett | Officer | A-Award | A | Common Stock | 5,650 | 0.00 | — | 13,650 | — | ↗ |
| 2021-02-10 | Gordon David M | Officer | A-Award | A | Common Stock | 12,550 | 0.00 | — | 17,850 | — | ↗ |
| 2021-02-10 | Clark Matthew Eliot | Officer | A-Award | A | Common Stock | 11,400 | 0.00 | — | 13,890 | — | ↗ |
| 2021-02-10 | Carango Keith | Officer | A-Award | A | Common Stock | 4,600 | 0.00 | — | 12,000 | — | ↗ |
| 2020-05-28 | Meyer Janice L. | Director | A-Award | A | Common Stock | 5,283 | 0.00 | — | 5,283 | — | ↗ |
| 2020-04-27 | Ginsberg Paul D. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-04-20 | RC Cake Holdings LLC | 10% Owner | — | D | Series A Convertible Preferred Stock | 8,996,851 | 22.23 | 200.00M | 0 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | David Overton Chairman of the Board and CEO | 1.03M | — | 5.90M | — | 1.45M | 42.1K | 8.42M | 70.10% | ↗ |
| 2 | 2025 | David M. Gordon President, The Cheesecake Factory Incorporated | 800.0K | — | 1.58M | — | 686.8K | 32.6K | 3.09M | 50.90% | ↗ |
| 3 | 2025 | Matthew E. Clark Executive Vice President and Chief Financial Officer | 635.2K | — | 1.40M | — | 513.3K | 20.9K | 2.57M | 54.52% | ↗ |
| 4 | 2025 | Scarlett May Executive Vice President, General Counsel and Secretary | 603.2K | — | 703.6K | — | 426.0K | 24.2K | 1.76M | 40.05% | ↗ |
| 5 | 2025 | Keith T. Carango President, The Cheesecake Factory Bakery Incorporated | 490.1K | — | 525.1K | — | 309.0K | 32.2K | 1.36M | 38.71% | ↗ |
| 6 | 2024 | David Overton Chairman of the Board and CEO | 1.07M | — | 5.70M | — | 1.35M | 36.8K | 8.16M | 69.82% | ↗ |
| 7 | 2024 | David M. Gordon President, The Cheesecake Factory Incorporated | 813.9K | — | 1.09M | 362.6K | 692.5K | 39.8K | 3.00M | 48.40% | ↗ |
| 8 | 2024 | Matthew E. Clark Executive Vice President and Chief Financial Officer | 624.7K | — | 650.0K | 650.1K | 517.2K | 19.2K | 2.46M | 52.82% | ↗ |
| 9 | 2024 | Scarlett May Executive Vice President, General Counsel and Secretary | 616.4K | — | 660.5K | — | 432.0K | 31.2K | 1.74M | 37.96% | ↗ |
| 10 | 2024 | Keith T. Carango President, The Cheesecake Factory Bakery Incorporated | 492.8K | — | 515.3K | — | 295.7K | 31.0K | 1.33M | 38.60% | ↗ |
| 11 | 2023 | David Overton Chairman of the Board and CEO | 995.0K | — | 5.60M | — | 1.02M | 42.7K | 7.66M | 73.13% | ↗ |
| 12 | 2023 | David M. Gordon President, The Cheesecake Factory Incorporated | 746.5K | — | 1.40M | — | 559.5K | 34.6K | 2.74M | 51.09% | ↗ |
| 13 | 2023 | Matthew E. Clark Executive Vice President and Chief Financial Officer | 601.2K | — | 625.7K | 625.0K | 416.1K | 17.0K | 2.29M | 54.74% | ↗ |
| 14 | 2023 | Scarlett May Executive Vice President, General Counsel and Secretary | 562.7K | — | 625.7K | — | 344.0K | 23.9K | 1.56M | 40.20% | ↗ |
| 15 | 2023 | Keith T. Carango President, The Cheesecake Factory Bakery Incorporated | 458.8K | — | 515.8K | — | 223.9K | 34.9K | 1.23M | 41.82% | ↗ |
| 16 | 2022 | David Overton Chairman of the Board and Chief Executive Officer | 1.01M | — | 5.30M | — | 835.4K | 30.9K | 7.18M | 73.82% | ↗ |
| 17 | 2022 | David Overton Chairman of the Board and CEO | 1.01M | — | 5.30M | — | 835.4K | 30.9K | 7.18M | 73.82% | ↗ |
| 18 | 2022 | David M. Gordon President, The Cheesecake Factory Incorporated | 758.5K | — | 1.32M | — | 439.6K | 33.0K | 2.55M | 51.80% | ↗ |
| 19 | 2022 | Matthew E. Clark Executive Vice President and Chief Financial Officer | 576.9K | — | 1.20M | — | 326.3K | 11.6K | 2.11M | 56.75% | ↗ |
| 20 | 2022 | Scarlett May Executive Vice President, General Counsel and Secretary | 540.8K | — | 612.0K | — | 270.4K | 16.9K | 1.44M | 42.50% | ↗ |
| 21 | 2022 | Keith T. Carango President, The Cheesecake Factory Bakery Incorporated | 441.8K | — | 480.9K | — | 163.1K | 16.2K | 1.10M | 43.64% | ↗ |
| 22 | 2021 | David Overton Chairman of the Board and Chief Executive Officer | 1.01M | — | 5.10M | — | 1.23M | 30.9K | 7.38M | 69.15% | ↗ |
| 23 | 2021 | David Overton Chairman of the Board and CEO | 1.01M | — | 5.10M | — | 1.23M | 30.9K | 7.38M | 69.15% | ↗ |
| 24 | 2021 | David M. Gordon President, The Cheesecake Factory Incorporated | 698.9K | — | 1.28M | — | 626.9K | 33.3K | 2.64M | 48.43% | ↗ |
| 25 | 2021 | Matthew E. Clark Executive Vice President and Chief Financial Officer | 564.7K | — | 1.16M | — | 465.9K | 10.3K | 2.20M | 52.68% | ↗ |
| 26 | 2021 | Scarlett May Executive Vice President, General Counsel and Secretary | 522.1K | — | 573.9K | — | 384.8K | 16.7K | 1.50M | 38.33% | ↗ |
| 27 | 2021 | Keith T. Carango President, The Cheesecake Factory Bakery Incorporated | 427.1K | — | 467.3K | — | 265.9K | 17.3K | 1.18M | 39.68% | ↗ |
| 28 | 2020 | David Overton Chairman of the Board and Chief Executive Officer | 914.6K | 109.5K | 2.25M | 2.25M | 273.6K | 119.4K | 5.91M | 76.04% | ↗ |
| 29 | 2020 | David M. Gordon President, The Cheesecake Factory Incorporated | 615.7K | 54.0K | 511.2K | 508.7K | 135.0K | 49.5K | 1.87M | 54.42% | ↗ |
| 30 | 2020 | Matthew E. Clark Executive Vice President and Chief Financial Officer | 487.0K | 37.5K | 560.2K | 459.3K | 93.6K | 29.9K | 1.67M | 61.14% | ↗ |
| 31 | 2020 | Scarlett May Executive Vice President, General Counsel and Secretary | 465.0K | 33.2K | 374.7K | 125.3K | 82.9K | 34.5K | 1.12M | 44.83% | ↗ |
| 32 | 2020 | Keith T. Carango President, The Cheesecake Factory Bakery Incorporated | 379.2K | 27.0K | 204.8K | 200.0K | 101.2K | 24.0K | 936.1K | 43.25% | ↗ |
| 33 | 2019 | David Overton Chairman of the Board and Chief Executive Officer | 995.0K | — | 3.27M | 1.09M | 1.09M | 263.2K | 6.72M | 64.97% | ↗ |
| 34 | 2019 | David M. Gordon President, The Cheesecake Factory Incorporated | 646.2K | — | 741.1K | 245.4K | 516.9K | 91.0K | 2.24M | 44.03% | ↗ |
| 35 | 2019 | Matthew E. Clark Executive Vice President and Chief Financial Officer | 506.9K | — | 451.1K | 449.8K | 354.8K | 53.7K | 1.82M | 49.60% | ↗ |
| 36 | 2019 | Scarlett May Executive Vice President, General Counsel and Secretary | 487.7K | — | 363.6K | 121.6K | 317.0K | 44.2K | 1.33M | 36.37% | ↗ |
| 37 | 2019 | Keith T. Carango President, The Cheesecake Factory Bakery Incorporated | 401.0K | — | 294.6K | 96.5K | 254.1K | 35.3K | 1.08M | 36.16% | ↗ |
| 38 | 2018 | David Overton Chairman of the Board and Chief Executive Officer | 995.0K | — | 2.10M | 2.10M | 930.3K | 147.0K | 6.27M | 66.93% | ↗ |
| 39 | 2018 | David M. Gordon President, The Cheesecake Factory Incorporated | 621.2K | — | 489.4K | 485.1K | 422.4K | 58.2K | 2.08M | 46.94% | ↗ |
| 40 | 2018 | Matthew E. Clark Executive Vice President and Chief Financial Officer | 483.8K | — | 447.1K | 444.2K | 287.9K | 31.2K | 1.69M | 52.61% | ↗ |
| 41 | 2018 | Scarlett May Executive Vice President, General Counsel and Secretary | 304.1K | — | 359.8K | 119.2K | 168.0K | 227.8K | 1.18M | 40.63% | ↗ |
| 42 | 2018 | Keith T. Carango President, The Cheesecake Factory Bakery Incorporated | 386.3K | — | 255.5K | 135.6K | 92.9K | 21.3K | 891.6K | 43.87% | ↗ |
| 43 | 2018 | Keith T. Carango President, The Cheesecake Factory | 386.3K | — | 255.5K | 135.6K | 92.9K | 21.3K | 891.6K | 43.87% | ↗ |
| 44 | 2017 | David Overton Chairman of the Board and Chief Executive Officer | 995.0K | — | 2.67M | 1.09M | 273.6K | 91.6K | 5.13M | 73.47% | ↗ |
| 45 | 2017 | David M. Gordon President, The Cheesecake Factory Incorporated | 596.2K | — | 603.6K | 247.8K | 111.8K | 41.3K | 1.60M | 53.19% | ↗ |
| 46 | 2017 | Matthew E. Clark Executive Vice President and Chief Financial Officer | 402.0K | — | 437.4K | 185.8K | 56.3K | 10.1K | 1.09M | 57.09% | ↗ |
| 47 | 2017 | Debby R. Zurzolo Executive Vice President, General Counsel and Secretary | 494.7K | — | 280.2K | 112.3K | 80.4K | 30.3K | 997.9K | 39.34% | ↗ |
| 48 | 2017 | Max S. Byfuglin President, The Cheesecake Factory | 436.0K | — | 255.6K | 100.8K | 141.7K | 31.0K | 965.1K | 36.93% | ↗ |
| 49 | 2017 | W. Douglas Benn Executive Vice President and Chief Financial Officer | 267.4K | — | 381.9K | 154.0K | 43.5K | 7.8K | 854.6K | 62.71% | ↗ |
| 50 | 2016 | David Overton Chairman of the Board and Chief Executive Officer | 995.0K | — | 2.51M | 992.2K | 1.37M | 124.7K | 5.99M | 58.49% | ↗ |
| 51 | 2016 | David M. Gordon President, The Cheesecake Factory Incorporated | 569.9K | — | 578.0K | 233.5K | 534.3K | 53.6K | 1.97M | 41.21% | ↗ |
| 52 | 2016 | W. Douglas Benn Executive Vice President and Chief Financial Officer | 512.4K | — | 306.6K | 123.4K | 416.3K | 32.5K | 1.39M | 30.91% | ↗ |
| 53 | 2016 | Debby R. Zurzolo Executive Vice President, General Counsel and Secretary | 479.4K | — | 266.4K | 107.7K | 389.5K | 34.8K | 1.28M | 29.28% | ↗ |
| 54 | 2016 | Max S. Byfuglin President, The Cheesecake Factory | 422.8K | — | 241.2K | 98.0K | 430.5K | 37.6K | 1.23M | 27.58% | ↗ |
| 55 | 2015 | David Overton Chairman of the Board and Chief Executive Officer | 995.0K | — | 1.68M | 1.91M | 1.20M | 125.4K | 5.92M | 60.72% | ↗ |
| 56 | 2015 | David M. Gordon President, The Cheesecake Factory Incorporated | 541.5K | — | 369.7K | 361.3K | 446.8K | 47.5K | 1.77M | 41.37% | ↗ |
| 57 | 2015 | David M. Gordon President The Cheesecake Factory Incorporated | 541.5K | — | 369.7K | 361.3K | 446.8K | 47.5K | 1.77M | 41.37% | ↗ |
| 58 | 2015 | W. Douglas Benn Executive Vice President and Chief Financial Officer | 497.0K | — | 249.7K | 205.5K | 355.3K | 30.9K | 1.34M | 34.01% | ↗ |
| 59 | 2015 | Debby R. Zurzolo Executive Vice President, General Counsel and Secretary | 464.1K | — | 211.2K | 184.2K | 331.8K | 36.0K | 1.23M | 32.22% | ↗ |
| 60 | 2015 | Max S. Byfuglin President, The Cheesecake Factory | 409.9K | — | 182.4K | 170.0K | 309.7K | 39.1K | 1.11M | 31.72% | ↗ |
| 61 | 2014 | David Overton Chairman of the Board and Chief Executive Officer | 994.1K | — | 1.78M | 2.24M | 273.4K | 107.8K | 5.39M | 74.50% | ↗ |
| 62 | 2014 | David Overton Chairman of the Board and Chief Executive Officer | 994.1K | — | 1.78M | 2.24M | 273.4K | 107.8K | 5.39M | 74.50% | ↗ |
| 63 | 2014 | David M. Gordon President, The Cheesecake Factory Incorporated | 520.7K | — | 385.5K | 385.5K | 97.6K | 47.7K | 1.44M | 53.65% | ↗ |
| 64 | 2014 | David M. Gordon President, The Cheesecake Factory Incorporated | 520.7K | — | 385.5K | 385.5K | 97.6K | 47.7K | 1.44M | 53.65% | ↗ |
| 65 | 2014 | David M. Gordon President The Cheesecake Factory Incorporated | 520.7K | — | 385.5K | 385.5K | 97.6K | 47.7K | 1.44M | 53.65% | ↗ |
| 66 | 2014 | W. Douglas Benn Executive Vice President and Chief Financial Officer | 481.7K | — | 265.0K | 231.3K | 78.3K | 30.2K | 1.09M | 45.68% | ↗ |
| 67 | 2014 | W. Douglas Benn Executive Vice President and Chief Financial Officer | 481.7K | — | 265.0K | 231.3K | 78.3K | 30.2K | 1.09M | 45.68% | ↗ |
| 68 | 2014 | Debby R. Zurzolo Executive Vice President, General Counsel and Secretary | 449.5K | — | 216.9K | 215.9K | 73.0K | 32.3K | 987.5K | 43.82% | ↗ |
| 69 | 2014 | Debby R. Zurzolo Executive Vice President, General Counsel and Secretary | 449.5K | — | 216.9K | 215.9K | 73.0K | 32.3K | 987.5K | 43.82% | ↗ |
| 70 | 2014 | Max S. Byfuglin President, The Cheesecake Factory | 397.9K | — | 192.8K | 200.5K | 12.9K | 34.8K | 838.8K | 46.88% | ↗ |
| 71 | 2014 | Max S. Byfuglin President, The Cheesecake Factory | 397.9K | — | 192.8K | 200.5K | 12.9K | 34.8K | 838.8K | 46.88% | ↗ |
| 72 | 2013 | David Overton Chairman of the Board and Chief Executive Officer | 985.0K | — | 1.60M | 1.90M | 800.2K | 84.8K | 5.37M | 65.17% | ↗ |
| 73 | 2013 | David Overton Chairman of the Board and Chief Executive Officer | 985.0K | — | 1.60M | 1.90M | 800.2K | 84.8K | 5.37M | 65.17% | ↗ |
| 74 | 2013 | David M. Gordon President The Cheesecake Factory Incorporated | 490.3K | — | 320.6K | 270.8K | 293.6K | 38.7K | 1.41M | 41.82% | ↗ |
| 75 | 2013 | David M. Gordon President, The Cheesecake Factory Incorporated | 490.3K | — | 320.6K | 270.8K | 293.6K | 38.7K | 1.41M | 41.82% | ↗ |
| 76 | 2013 | David M. Gordon President | 490.3K | — | 320.6K | 270.8K | 293.6K | 38.7K | 1.41M | 41.82% | ↗ |
| 77 | 2013 | W. Douglas Benn Executive Vice President and Chief Financial Officer | 463.0K | — | 249.3K | 194.9K | 244.5K | 31.0K | 1.18M | 37.56% | ↗ |
| 78 | 2013 | W. Douglas Benn Executive Vice President and Chief Financial Officer | 463.0K | — | 249.3K | 194.9K | 244.5K | 31.0K | 1.18M | 37.56% | ↗ |
| 79 | 2013 | Debby R. Zurzolo Executive Vice President, General Counsel and Secretary | 432.2K | — | 213.7K | 173.3K | 228.2K | 31.4K | 1.08M | 35.88% | ↗ |
| 80 | 2013 | Debby R. Zurzolo Executive Vice President, General Counsel and Secretary | 432.2K | — | 213.7K | 173.3K | 228.2K | 31.4K | 1.08M | 35.88% | ↗ |
| 81 | 2013 | Max S. Byfuglin President, The Cheesecake Factory | 385.5K | — | 213.7K | 157.0K | 100.1K | 34.6K | 891.0K | 41.61% | ↗ |
| 82 | 2013 | Max S. Byfuglin President, The Cheesecake Factory | 385.5K | — | 213.7K | 157.0K | 100.1K | 34.6K | 891.0K | 41.61% | ↗ |
| 83 | 2013 | Michael E. Jannini President | 85.5K | — | — | — | — | 233.00 | 85.7K | 0.00% | ↗ |
| 84 | 2012 | David Overton Chairman of the Board and Chief Executive Officer | 960.0K | — | 1.32M | 2.04M | 1.06M | 9.1K | 5.39M | 62.40% | ↗ |
| 85 | 2012 | W. Douglas Benn Executive Vice President and Chief Financial Officer | 448.0K | — | 219.7K | 222.3K | 320.3K | 19.0K | 1.23M | 35.95% | ↗ |
| 86 | 2012 | Debby R. Zurzolo Executive Vice President, General Counsel and Secretary | 418.0K | — | 190.4K | 180.3K | 298.9K | 27.2K | 1.11M | 33.25% | ↗ |
| 87 | 2012 | Michael E. Jannini President | 585.0K | — | 234.3K | 240.4K | — | 18.7K | 1.08M | 44.02% | ↗ |
| 88 | 2012 | Max S. Byfuglin President, The Cheesecake Factory | 373.0K | — | 190.4K | 180.3K | 254.6K | 25.6K | 1.02M | 36.20% | ↗ |
| 89 | 2012 | Max S. Byfuglin President, The Cheesecake Factory Bakery Incorporated | 373.0K | — | 190.4K | 180.3K | 254.6K | 25.6K | 1.02M | 36.20% | ↗ |
| 90 | 2012 | David M. Gordon President, The Cheesecake Factory Incorporated | — | — | — | — | — | — | — | — | ↗ |
| 91 | 2012 | David M. Gordon President | — | — | — | — | — | — | — | — | ↗ |
| 92 | 2011 | David Overton Chairman of the Board and Chief Executive | 915.0K | — | 1.26M | 1.29M | 658.8K | 12.8K | 4.14M | 61.66% | ↗ |
| 93 | 2011 | David Overton Chairman of the Board and Chief Executive Officer | 915.0K | — | 1.26M | 1.29M | 658.8K | 12.8K | 4.14M | 61.66% | ↗ |
| 94 | 2011 | Michael E. Jannini President | 565.0K | — | 248.8K | 258.9K | 316.4K | 12.4K | 1.40M | 36.23% | ↗ |
| 95 | 2011 | W. Douglas Benn Executive Vice President and Chief Financial | 432.6K | — | 202.2K | 194.2K | 207.6K | 11.9K | 1.05M | 37.80% | ↗ |
| 96 | 2011 | W. Douglas Benn Executive Vice President and Chief Financial Officer | 432.6K | — | 202.2K | 194.2K | 207.6K | 11.9K | 1.05M | 37.80% | ↗ |
| 97 | 2011 | Debby R. Zurzolo Executive Vice President, General Counsel and Secretary | 404.5K | — | 202.2K | 194.2K | 194.2K | 15.5K | 1.01M | 39.22% | ↗ |
| 98 | 2011 | Debby R. Zurzolo Executive Vice President, General Counsel and Secretary | 404.5K | — | 202.2K | 194.2K | 194.2K | 15.5K | 1.01M | 39.22% | ↗ |
| 99 | 2011 | Max S. Byfuglin President, The Cheesecake Factory Bakery Incorporated | 358.0K | — | 202.2K | 194.2K | 77.9K | 18.1K | 850.3K | 46.61% | ↗ |
| 100 | 2011 | Max S. Byfuglin President The Cheesecake Factory | 358.0K | — | 202.2K | 194.2K | 77.9K | 18.1K | 850.3K | 46.61% | ↗ |
| 101 | 2011 | Max S. Byfuglin President, The Cheesecake Factory | 358.0K | — | 202.2K | 194.2K | 77.9K | 18.1K | 850.3K | 46.61% | ↗ |
| 102 | 2010 | David Overton Chairman of the Board and Chief Executive Officer | 875.0K | — | — | 1.82M | 1.00M | 7.9K | 3.70M | 49.10% | ↗ |
| 103 | 2010 | David Overton Chairman of the Board and Chief Executive | 875.0K | — | — | 1.82M | 1.00M | 7.9K | 3.70M | 49.10% | ↗ |
| 104 | 2010 | Michael E. Jannini President | 477.5K | — | 1.23M | 1.05M | 527.5K | 101.7K | 3.39M | 67.33% | ↗ |
| 105 | 2010 | W. Douglas Benn Executive Vice President and Chief Financial | 420.0K | — | 214.2K | 136.2K | 397.7K | 6.7K | 1.17M | 29.83% | ↗ |
| 106 | 2010 | W. Douglas Benn Executive Vice President and Chief Financial Officer | 420.0K | — | 214.2K | 136.2K | 397.7K | 6.7K | 1.17M | 29.83% | ↗ |
| 107 | 2010 | Debby R. Zurzolo Executive Vice President, General Counsel and Secretary | 392.5K | — | 214.2K | 136.2K | 371.6K | 11.7K | 1.13M | 31.11% | ↗ |
| 108 | 2010 | Debby R. Zurzolo Executive Vice President, General Counsel and Secretary | 392.5K | — | 214.2K | 136.2K | 371.6K | 11.7K | 1.13M | 31.11% | ↗ |
| 109 | 2010 | Max S. Byfuglin President The Cheesecake Factory | 342.5K | — | 214.2K | 136.2K | 147.7K | 19.5K | 860.1K | 40.74% | ↗ |
| 110 | 2010 | Max S. Byfuglin President, The Cheesecake Factory Bakery Incorporated | 342.5K | — | 214.2K | 136.2K | 147.7K | 19.5K | 860.1K | 40.74% | ↗ |
| 111 | 2010 | Max S. Byfuglin | — | — | — | — | — | — | — | — | ↗ |
| 112 | 2010 | David Overton | — | — | — | — | — | — | — | — | ↗ |
| 113 | 2010 | W. Douglas Benn | — | — | — | — | — | — | — | — | ↗ |
| 114 | 2010 | Debby R. Zurzolo | — | — | — | — | — | — | — | — | ↗ |
| 115 | 2010 | Michael E. Jannini | — | — | — | — | — | — | — | — | ↗ |
| 116 | 2009 | David Overton Chairman of the Board and Chief Executive | 816.0K | 129.4K | 824.0K | 834.7K | 1.00M | 7.8K | 3.61M | 45.92% | ↗ |
| 117 | 2009 | David Overton Chairman of the Board and Chief Executive | 816.0K | 129.4K | 824.0K | 834.7K | 1.00M | 7.8K | 3.61M | 45.92% | ↗ |
| 118 | 2009 | W. Douglas Benn Executive Vice President and Chief Financial | 380.0K | — | 230.0K | 707.0K | 408.0K | 94.3K | 1.82M | 51.50% | ↗ |
| 119 | 2009 | W. Douglas Benn Executive Vice President and Chief Financial | 380.0K | — | 230.0K | 707.0K | 408.0K | 94.3K | 1.82M | 51.50% | ↗ |
| 120 | 2009 | Debby R. Zurzolo Executive Vice President, General Counsel and Secretary | 375.0K | — | 69.0K | 70.7K | 382.5K | 17.6K | 914.8K | 15.27% | ↗ |
| 121 | 2009 | Debby R. Zurzolo Executive Vice President, General Counsel and, | 375.0K | — | 69.0K | 70.7K | 382.5K | 17.6K | 914.8K | 15.27% | ↗ |
| 122 | 2009 | Max S. Byfuglin President The Cheesecake Factory | 327.5K | — | 92.0K | 70.7K | 162.9K | 17.7K | 670.8K | 24.25% | ↗ |
| 123 | 2009 | Max S. Byfuglin President The Cheesecake Factory | 327.5K | — | 92.0K | 70.7K | 162.9K | 17.7K | 670.8K | 24.25% | ↗ |
| 124 | 2009 | Cheryl M. Slomann Interim Chief Financial Officer, Vice President, Controller and Chief Accounting Officer | 210.0K | — | 23.0K | 35.3K | 107.1K | 12.1K | 387.6K | 15.05% | ↗ |
| 125 | 2008 | David Overton Chairman of the Board and Chief Executive Officer | 782.0K | — | — | 1.58M | — | 401.7K | 2.76M | 57.15% | ↗ |
| 126 | 2008 | Debby R. Zurzolo Executive Vice President, General Counsel and Secretary | 375.0K | 25.0K | — | 419.8K | — | 15.7K | 835.5K | 50.25% | ↗ |
| 127 | 2008 | Michael J. Dixon Senior Vice President and Chief Financial Officer | 224.0K | — | — | 432.6K | — | 164.0K | 820.6K | 52.72% | ↗ |
| 128 | 2008 | Max S. Byfuglin President The Cheesecake Factory Bakery Incorporated | 327.5K | — | — | 399.7K | — | 22.3K | 749.5K | 53.33% | ↗ |
| 129 | 2008 | Russell W. Bendel President and Chief Operating Officer The Cheesecake Factory Restaurants, Inc. | 212.8K | — | — | 172.7K | — | 71.4K | 456.9K | 37.80% | ↗ |
| 130 | 2008 | Cheryl M. Slomann Interim Chief Financial Officer, Vice President, Controller and Chief Accounting Officer | 210.0K | 25.0K | — | 125.5K | — | 13.3K | 373.8K | 33.57% | ↗ |
| 131 | 2008 | W. Douglas Benn Executive Vice President and Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 132 | 2007 | David Overton Chairman of the Board and Chief Executive Officer | 732.0K | — | — | 1.73M | — | 7.8K | 2.47M | 70.00% | ↗ |
| 133 | 2007 | Debby R. Zurzolo Executive Vice President, General Counsel and Secretary | 357.5K | — | 103.9K | 502.9K | — | 66.6K | 1.03M | 58.86% | ↗ |
| 134 | 2007 | Max S. Byfuglin President The Cheesecake Factory Bakery Incorporated | 315.0K | — | 83.1K | 444.8K | — | 86.8K | 929.7K | 56.79% | ↗ |
| 135 | 2007 | Michael J. Dixon Senior Vice President and Chief Financial Officer | 310.0K | — | 103.9K | 424.1K | — | 9.9K | 848.0K | 62.27% | ↗ |
| 136 | 2007 | Russell W. Bendel President and Chief Operating Officer The Cheesecake Factory Restaurants, Inc. | 133.3K | — | 56.0K | 55.5K | — | 47.2K | 292.0K | 38.19% | ↗ |
| 137 | 2007 | Cheryl M. Slomann Interim Chief Financial Officer, Vice President, Controller and Chief Accounting Officer | — | — | — | — | — | — | — | — | ↗ |
| 138 | 2007 | W. Douglas Benn Executive Vice President and Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 139 | 2006 | David Overton Chairman of the Board and Chief Executive Officer | 682.0K | — | — | 1.54M | — | 7.7K | 2.23M | 69.07% | ↗ |
| 140 | 2006 | Peter J. D’Amelio President and Chief Operating Officer, Grand Lux Cafe LLC | 390.0K | — | — | 886.4K | — | 13.6K | 1.29M | 68.71% | ↗ |
| 141 | 2006 | Max S. Byfuglin President The Cheesecake Factory Bakery Incorporated | 300.0K | 104.8K | — | 485.1K | — | 22.4K | 912.4K | 53.17% | ↗ |
| 142 | 2006 | Debby R. Zurzolo Executive Vice President, General Counsel and Secretary | 340.0K | — | — | 520.4K | — | 18.1K | 878.5K | 59.24% | ↗ |
| 143 | 2006 | Michael J. Dixon Senior Vice President and Chief Financial Officer | 285.0K | — | — | 402.9K | — | 9.0K | 696.9K | 57.81% | ↗ |
| 144 | 2006 | Russell W. Bendel President and Chief Operating Officer The Cheesecake Factory Restaurants, Inc. | — | — | — | — | — | — | — | — | ↗ |
| 145 | 2006 | Cheryl M. Slomann Interim Chief Financial Officer, Vice President, Controller and Chief Accounting Officer | — | — | — | — | — | — | — | — | ↗ |
| 146 | 2006 | W. Douglas Benn Executive Vice President and Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 147 | 2005 | David Overton Chairman of the Board and Chief Executive Officer Senior Vice President and Chief Financial Officer Operating Officer The Cheesecake Factory Bakery Executive Vice President, General Counsel and Secretary | 632.0K | 273.0K | — | — | — | 9.2K | 914.3K | 0.00% | ↗ |
| 148 | 2004 | David Overton Chairman of the Board and Chief Executive Officer Senior Vice President and Chief Financial Officer Operating Officer The Cheesecake Factory Bakery Executive Vice President, General Counsel and Secretary | 550.0K | — | — | — | — | 21.2K | 571.2K | 0.00% | ↗ |
| 149 | 2004 | David Overton Chairman of the Board and Chief Executive Officer | 550.0K | — | — | 225.0K | — | 21.2K | 571.2K | 39.39% | ↗ |
| 150 | 2004 | Peter J. D’Amelio President and Chief Operating Officer | 350.0K | — | — | 135.0K | — | 15.0K | 365.0K | 36.98% | ↗ |
| 151 | 2004 | Max S. Byfuglin Executive Vice President The Cheesecake Factory | 270.0K | 35.4K | — | 37.5K | — | 13.5K | 318.9K | 11.76% | ↗ |
| 152 | 2004 | Debby R. Zurzolo Executive Vice President, General Counsel and | 300.0K | — | — | 67.5K | — | 13.9K | 313.9K | 21.50% | ↗ |
| 153 | 2004 | Michael J. Dixon Senior Vice President and Chief Financial Officer | 235.0K | — | — | 75.0K | — | 8.0K | 243.0K | 30.86% | ↗ |
| 154 | 2003 | David Overton Chairman of the Board and Chief Executive Officer | 500.0K | — | — | 65.0K | — | 9.2K | 509.2K | 12.77% | ↗ |
| 155 | 2003 | David Overton Chairman of the Board and Chief Executive Officer Senior Vice President and Chief Financial Officer Operating Officer The Cheesecake Factory Bakery Executive Vice President, General Counsel and Secretary | 500.0K | — | — | — | — | 9.2K | 509.2K | 0.00% | ↗ |
| 156 | 2003 | David Overton Chairman of the Board and Chief Executive Officer | 500.0K | — | — | 97.5K | — | 9.2K | 509.2K | 19.15% | ↗ |
| 157 | 2003 | Gerald W. Deitchle President | 350.0K | — | — | 75.0K | — | 8.8K | 358.8K | 20.90% | ↗ |
| 158 | 2003 | Peter J. D’Amelio President and Chief Operating Officer, Grand Lux Cafe LLC | 300.0K | — | — | 65.0K | — | 17.4K | 317.4K | 20.48% | ↗ |
| 159 | 2003 | Peter J. D’Amelio President and Chief Operating Officer | 300.0K | — | — | 97.5K | — | 17.4K | 317.4K | 30.72% | ↗ |
| 160 | 2003 | Debby R. Zurzolo Executive Vice President, General Counsel and | 280.0K | — | — | 48.8K | — | 13.7K | 293.7K | 16.60% | ↗ |
| 161 | 2003 | Debby R. Zurzolo Executive Vice President, General Counsel and Secretary | 280.0K | — | — | 32.5K | — | 13.7K | 293.7K | 11.07% | ↗ |
| 162 | 2003 | Max S. Byfuglin Executive Vice President The Cheesecake Factory | 257.0K | — | — | 45.0K | — | 13.4K | 270.4K | 16.64% | ↗ |
| 163 | 2003 | Max S. Byfuglin Executive Vice President The Cheesecake Factory Bakery Incorporated | 257.0K | — | — | 30.0K | — | 13.4K | 270.4K | 11.10% | ↗ |
| 164 | 2003 | Michael J. Dixon Senior Vice President and Chief Financial Officer | 190.0K | — | — | 15.0K | — | 7.3K | 197.3K | 7.60% | ↗ |
| 165 | 2002 | David Overton Chairman of the Board and Chief Executive Officer | 475.0K | 71.3K | — | 75.0K | — | 18.8K | 565.0K | 13.27% | ↗ |
| 166 | 2002 | David Overton Chairman of the Board and Chief Executive Officer | 475.0K | 71.3K | — | 50.0K | — | 18.8K | 565.0K | 8.85% | ↗ |
| 167 | 2002 | Gerald W. Deitchle President | 331.0K | 44.7K | — | 40.0K | — | 12.2K | 387.9K | 10.31% | ↗ |
| 168 | 2002 | Peter J. D’Amelio President and Chief Operating Officer | 287.5K | 33.1K | — | 37.5K | — | 6.6K | 327.1K | 11.46% | ↗ |
| 169 | 2002 | Peter J. D’Amelio President and Chief Operating Officer, Grand Lux Cafe LLC | 287.5K | 33.1K | — | 25.0K | — | 6.6K | 327.1K | 7.64% | ↗ |
| 170 | 2002 | Debby R. Zurzolo Executive Vice President, General Counsel and Secretary | 267.5K | 30.8K | — | 22.5K | — | 13.6K | 311.8K | 7.22% | ↗ |
| 171 | 2002 | Debby R. Zurzolo Executive Vice President, General Counsel and | 267.5K | 30.8K | — | 33.8K | — | 13.6K | 311.8K | 10.82% | ↗ |
| 172 | 2002 | Max S. Byfuglin Executive Vice President The Cheesecake Factory Bakery Incorporated | 245.0K | 8.3K | — | 30.0K | — | 13.2K | 266.6K | 11.25% | ↗ |
| 173 | 2002 | Max S. Byfuglin Executive Vice President The Cheesecake Factory | 245.0K | 8.3K | — | 45.0K | — | 13.2K | 266.6K | 16.88% | ↗ |
| 174 | 2002 | Michael J. Dixon Senior Vice President and Chief Financial Officer | 170.0K | 16.2K | — | 11.3K | — | 7.0K | 193.2K | 5.82% | ↗ |
| 175 | 2001 | David Overton Chairman of the Board and Chief Executive Officer | 450.0K | 88.0K | — | — | — | 14.3K | 552.3K | 0.00% | ↗ |
| 176 | 2001 | Gerald W. Deitchle President | 315.0K | 55.1K | — | — | — | 7.7K | 377.8K | 0.00% | ↗ |
| 177 | 2001 | Peter J. D’Amelio President and Chief Operating Officer, Grand Lux Cafe LLC | 275.0K | 66.0K | — | 30.0K | — | 2.5K | 343.5K | 8.73% | ↗ |
| 178 | 2001 | Max S. Byfuglin Executive Vice President The Cheesecake Factory Bakery Incorporated | 232.0K | 77.0K | — | 30.0K | — | 10.8K | 319.8K | 9.38% | ↗ |
| 179 | 2001 | Debby R. Zurzolo Executive Vice President, General Counsel and Secretary | 255.0K | 38.3K | — | — | — | 14.2K | 307.5K | 0.00% | ↗ |
| 180 | 2000 | — | 420.0K | 168.0K | — | — | — | 3.3K | 591.3K | 0.00% | ↗ |
| 181 | 1999 | — | 400.0K | 160.0K | — | — | — | 3.2K | 563.2K | 0.00% | ↗ |
| 182 | 1998 | — | 400.0K | — | — | — | — | 2.9K | 402.9K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| David Overton | Founder, Chairman & Chief Executive Officer | 3M | male |
| David Gordon | President | 2M | male |
| Matthew Eliot Clark | Executive Vice President & Chief Financial Officer | 1M | male |
| Scarlett A. May | Executive Vice President, General Counsel & Secretary | 1M | female |
| Keith T. Carango | President of The Cheesecake Factory Bakery Incorporated | 819.5K | male |
| Cheryl Slomann | Senior Vice President of Finance & Compliance | 329.2K | female |
| Spero Alex | Executive Vice President of Operations - The Cheesecake Factory Restaurants | — | male |
| Dina R. Barmasse-Gray | Senior Vice President of Human Resources | — | female |
| Donald Evans | Chief Marketing Officer & Senior Vice President | — | male |
| Etienne Marcus | Vice President of Finance & Investor Relations | — | male |
| Ashley W. Hanscom | Vice President, Principal Accounting Officer & Controller | — | female |
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No House trading activity found for this company.
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Community Opinion for CAKE
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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