Bloomin’ Brands, Inc. filings document the reporting and governance record of a public casual dining restaurant company. Form 8-K disclosures include quarterly operating results, earnings exhibits, non-GAAP reconciliations, outlook commentary, restaurant impairment and closing-cost adjustments, restructuring activities and other material events tied to the company’s brand portfolio.
Proxy and annual-meeting filings cover director elections, board committee assignments, auditor ratification, advisory executive-compensation votes, equity incentive plans, severance arrangements and stockholder voting results. Compensation-related 8-K reports also describe retention grants, performance stock units, restricted stock units and restrictive-covenant terms under company compensation plans.
Bloomin' Brands, Inc. (BLMN) is the subject of Dimensional Fund Advisors' report of 4,414,399 shares, equal to 5.2% of the class. Dimensional reported sole voting power over 4,326,620 shares and sole dispositive power over 4,414,399 shares; shared voting and dispositive power were both zero. The shares are owned by the funds advised or managed by Dimensional, which disclaims beneficial ownership. Dimensional stated that, to its knowledge, no single fund's interest exceeds 5% of the class.
Bloomin' Brands, Inc. (BLMN) CEO Mike Spanos converted 60,082 restricted stock units into common shares on October 1, 2026. The issuer withheld 23,643 common shares, reported at $8.38 per share, to pay withholding tax due upon vesting. The units were granted on October 1, 2024, in an original amount of 180,246 and vest in three equal annual installments, with final vesting in 2027.
Bloomin’ Brands, Inc. (BLMN) and its wholly owned subsidiary OSI Restaurant Partners, LLC amended and restated their $1.2 billion revolving credit facility, extending its maturity to September 25, 2031. The company described the transaction as leverage neutral; lender commitments and interest rate elections and spreads remained substantially unchanged.
The agreement retains a Total Net Leverage Ratio limit of 4.50 to 1.00 and adds a Consolidated Senior Secured Net Leverage Ratio limit of 3.50 to 1.00. Each ratio has a limited ability to increase temporarily in connection with material acquisitions. The facility is guaranteed by specified domestic subsidiaries and secured by substantially all owned or later-acquired assets of the borrowers and guarantors.
Bloomin' Brands, Inc. (BLMN) reported that EVP and Chief Legal Officer Kelly Lefferts had 2,551 shares of common stock withheld on September 3, 2026 to pay tax liabilities by delivering or withholding securities in connection with the vesting of restricted stock units.
This amended Form 4 corrects the number of shares withheld and the resulting Securities Beneficially Owned after the original settlement was cancelled and reprocessed according to the reporting person's standing tax withholding election. Following the corrected transaction, Lefferts directly holds 130,865 shares of Bloomin' Brands common stock.
Bloomin' Brands, Inc. (BLMN) reported that Philip J. Pace, its SVP, Chief Accounting Officer, had 1,276 shares of common stock withheld on September 3, 2026 to pay tax liabilities tied to the vesting of restricted stock units. This amended filing corrects the withholding amount and the 56,704 shares of common stock beneficially owned afterward, after the original settlement was cancelled and reprocessed to match his standing tax withholding election. No Rule 10b5-1 trading plan is reported.
Bloomin' Brands, Inc. (BLMN) reported that Philip J. Pace, its SVP and Chief Accounting Officer, had 6,054 shares of common stock withheld on September 2, 2026 to satisfy tax withholding obligations related to the vesting of restricted stock units. After this tax-withholding disposition was corrected and reprocessed, he directly beneficially owns 54,739 shares of Bloomin' Brands common stock. No transactions were reported under a Rule 10b5-1 trading plan.
Bloomin' Brands, Inc. (BLMN) reports that EVP and Chief Legal Officer Kelly Lefferts had 6,054 shares of common stock withheld on September 2, 2026 to satisfy tax withholding obligations related to the vesting of restricted stock units. After this withholding, Lefferts beneficially owns 126,935 shares of Bloomin' Brands common stock directly. The amended Form 4 corrects the previously reported withholding amount and the corresponding post-transaction holdings after the original settlement was cancelled and reprocessed under the reporting person's standing tax withholding election.
Bloomin' Brands, Inc. (BLMN) executive Patrick M. Hafner, EVP and President of Outback Steakhouse, reported the vesting and exercise of 8,102 Restricted Stock Units into an equal number of shares of common stock on September 3, 2026, from a larger RSU grant of 32,405 units originally granted on September 3, 2024.
Of the shares received, 1,973 shares of common stock were withheld by the issuer to pay withholding taxes at a value of $9.73 per share, and the RSU position tied to this transaction is shown as fully settled with 0 RSUs remaining. No transactions were reported under a Rule 10b5-1 trading plan.
Bloomin' Brands, Inc. (BLMN) reported that SVP and Chief Accounting Officer Philip J. Pace had restricted stock units convert into common shares. On September 3, 2026, 3,241 RSUs converted into 3,241 shares of common stock, and 790 of those shares were withheld by the issuer at $9.73 per share to cover withholding taxes. The RSUs came from a grant of 12,962 units awarded on September 3, 2024 with a staged vesting schedule through 2026. No Rule 10b5-1 trading plan is reported.
Bloomin' Brands, Inc. executive Lefferts Kelly, EVP and Chief Legal Officer, reported the September 3, 2026 vesting and conversion of 6,481 Restricted Stock Units into 6,481 shares of common stock. Of these shares, 1,579 were withheld by the issuer to pay applicable withholding tax. No Rule 10b5-1 trading plan is reported.