SecBot SecBot
144 ·Filed Oct 29, 2026

CAKE

CHEESECAKE FACTORY INC
NEUTRAL
Impact 2/10
Horizonimmediate Processed7d 5h ago SEC0001950047-26-010471
Form 144: notice of proposed sale of securities
Actionable Insight • Neutral

The proposed sale is small relative to market cap and appears to be a routine exercise-and-sell of vested options. Monitor for any subsequent Form 4 filings to confirm execution, but no immediate read-through for the stock.

DirectionNeutral
Confidencehigh
Horizonimmediate

How the stock moved after the report

⚠ Clustered NEUTRAL VIEWSTOCK ABOVE ENTRY AT T+1
Entry
$112.64
T+0 close · Oct 29, 2026 · via day close
Latest settled
+0.28%
T+1 · $112.96
vs SPY
+0.76%
α at T+1
Next horizon
T+5
due 13h ago
  1. T+0 · Oct 29 $112.64entry
  2. T+1 · 7d ago +0.28%α +0.76% · $112.96
  3. T+5 · due 13h ago Pending
  4. T+5 · todayOpen
  5. T+20 · in 21d Pending
  6. T+60 · in 3mo Pending

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Executive Summary

Matthew E. Clark, an officer of Cheesecake Factory, filed a Form 144 notice of intent to sell 23,832 shares of common stock valued at approximately $2.7 million, acquired through exercise of options under a registered plan. The proposed sale date is October 29, 2026, and the shares represent about 0.05% of the company's $5.4B market cap, a routine insider sale.

Key Facts

  • Reporting owner: Matthew E. Clark, an Officer of Cheesecake Factory
  • Proposed sale of 23,832 shares of common stock
  • Approximate dollar value of shares: $2,700,165.60
  • Shares acquired through exercise of options under a registered plan on October 29, 2026
  • Proposed sale date: October 29, 2026
  • Broker: Morgan Stanley Smith Barney LLC Executive Financial Services
  • Market cap of issuer: $5.4B
  • Insider's total holdings as of July 30, 2026: 68,900 shares valued at $6,842,390.10

Financial Impact

Proposed sale of 23,832 shares worth $2.7M, representing approximately 0.05% of market cap and about 35% of the insider's disclosed holdings.

dilution

Risk Factors

  • Form 144 is an intent to sell; the sale may not be executed.
  • Insider selling could signal personal liquidity needs rather than a negative view on the company.

Market Snapshot

Exchange
Nasdaq
Sector
Retail-Eating Places
Analyst Consensus
35% bullish (26 analysts)

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
144 Filing (Primary)0001950047-26-010471
Document: 0001950047-26-010471-index.html0001950047-26-010471
Document: 0001950047-26-010471.txt0001950047-26-010471
16 reports for CAKE
Performance horizon
33% Hit rate @ T+5 1 of 3 bullish or bearish reports Went positive at some point 1 of 3 best @ T+5▲ +9.14%Oct 27, 2026
Filters
Rows
Reports for CAKE, sortable and filterable
TypeNow
Nov 5, 2026
today
SC 13G/A
NEUTRAL ★ 3/10
$111.53awaiting T+5awaiting T+5$115.39 (+3.46%)
Nov 4, 2026
1d ago
Institutional Cluster
MIXED ★ 3/10
$113.77awaiting T+5awaiting T+5$115.39 (+1.42%)
Oct 30, 2026
6d ago
Insider Cluster
NEUTRAL ★ 2/10
$112.96awaiting T+5awaiting T+5$115.39 (+2.16%)
Oct 29, 2026
7d ago
144
NEUTRAL ★ 2/10
$112.64awaiting T+5awaiting T+5$115.39 (+2.44%)
Oct 29, 2026
7d ago
144
NEUTRAL ★ 2/10
$112.64awaiting T+5awaiting T+5$115.39 (+2.44%)
Oct 29, 2026
7d ago
144
NEUTRAL ★ 2/10
$113.12 $110.71▼ −2.13%▲ +2.60%$115.39 (+2.01%)
Oct 27, 2026
9d ago
8-K
BULLISH ★ 6/10
$105.73 $115.39▲ +9.14%▲ +9.85%$115.39 (+9.14%)
Aug 26, 2026
10w ago
Institutional Cluster
MIXED ★ 4/10
$115.35 $108.57▼ −5.88%▼ −5.76%$115.39 (+0.03%)
Aug 18, 2026
11w ago
Insider Cluster
NEUTRAL ★ 4/10
$105.82 $115.35▲ +9.01%▲ +9.39%$115.39 (+9.04%)
Aug 12, 2026
12w ago
Insider Cluster
NEUTRAL ★ 4/10
$111.88 $106.53▼ −4.78%▼ −2.82%$115.39 (+3.14%)
Showing 10 of 16

US Market Status

Market Closed · Opens Mon (61h 7m)

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Report published Oct 29, 2026