The proposed sale is small relative to market cap and appears to be a routine diversification move following vesting of restricted stock. Monitor for actual execution on Form 4, but no material impact expected.
How the stock moved after the report
⚠ Clustered NEUTRAL VIEWSTOCK ABOVE ENTRY AT T+1- T+0 · Oct 29 $112.64entry
- T+1 · 7d ago +0.28%α +0.76% · $112.96
- T+5 · due 14h ago Pending
- T+5 · todayOpen
- T+20 · in 21d Pending
- T+60 · in 3mo Pending
Price Chart
REPLAYWatch the reaction play outHow similar events traded
Executive Summary
Scarlett May, an officer of Cheesecake Factory, filed a Form 144 notice of intent to sell 2,939 shares of common stock valued at approximately $335,401. The shares were acquired through restricted stock vesting in 2023 and 2025. The filing signals a planned sale but does not guarantee execution.
Key Facts
- Filer: Scarlett Ann May, an officer of Cheesecake Factory
- Proposed sale: 2,939 shares of common stock
- Estimated value: $335,401.03
- Shares acquired via restricted stock vesting on 04/01/2025 (505 shares) and 02/18/2023 (2,434 shares)
- Proposed sale date: 10/29/2026
- Broker: Morgan Stanley Smith Barney LLC Executive Financial Services
- Total shares outstanding per filing: 49,760,634
Financial Impact
Proposed sale of 2,939 shares valued at ~$335K, representing approximately 0.006% of shares outstanding and a small fraction of the officer's likely holdings.
Risk Factors
- Form 144 is an intent to sell; the sale may not occur
- Insider selling could signal lack of confidence if followed by larger sales
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001950047-26-010469 |
| Document: 0001950047-26-010469-index.html | 0001950047-26-010469 |
| Document: 0001950047-26-010469.txt | 0001950047-26-010469 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 5, 2026 today | SC 13G/A | $111.53 | awaiting T+5 | awaiting T+5 | $115.39 (+3.46%) |
Nov 4, 2026 1d ago | Institutional Cluster | $113.77 | awaiting T+5 | awaiting T+5 | $115.39 (+1.42%) |
Oct 30, 2026 6d ago | Insider Cluster | $112.96 | awaiting T+5 | awaiting T+5 | $115.39 (+2.16%) |
Oct 29, 2026 7d ago | 144 | $112.64 | awaiting T+5 | awaiting T+5 | $115.39 (+2.44%) |
Oct 29, 2026 7d ago | 144 | $112.64 | awaiting T+5 | awaiting T+5 | $115.39 (+2.44%) |
Oct 29, 2026 7d ago | 144 | $113.12 $110.71 | ▼ −2.13% | ▲ +2.60% | $115.39 (+2.01%) |
Oct 27, 2026 9d ago | 8-K | $105.73 $115.39 | ▲ +9.14% | ▲ +9.85% | $115.39 (+9.14%) |
Aug 26, 2026 10w ago | Institutional Cluster | $115.35 $108.57 | ▼ −5.88% | ▼ −5.76% | $115.39 (+0.03%) |
Aug 18, 2026 11w ago | Insider Cluster | $105.82 $115.35 | ▲ +9.01% | ▲ +9.39% | $115.39 (+9.04%) |
Aug 12, 2026 12w ago | Insider Cluster | $111.88 $106.53 | ▼ −4.78% | ▼ −2.82% | $115.39 (+3.14%) |
US Market Status
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