STOCK TITAN

Bloomin' Brands legal chief stock awards vest

Bloomin' Brands’ chief legal officer had RSUs vest into shares, with a portion withheld to cover tax obligations.

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Bloomin' Brands, Inc. (BLMN) reported that EVP and Chief Legal Officer Kelly Lefferts had 15,385 Restricted Stock Units vest and convert into an equal number of shares of common stock on September 2, 2026. Of these, 3,747 shares were withheld by the issuer at $9.93 per share to cover applicable withholding taxes, with the balance of the vested shares retained. No Rule 10b5-1 trading plan is reported.

Positive

  • None.

Negative

  • None.
Insider Lefferts Kelly
Role EVP, Chief Legal Officer
Type Security Shares Price Value
Exercise Restricted Stock Units F3, F1, F4 15,385 $0.00 $0.00
Exercise Common Stock F1 15,385 $0.00 $0.00
Tax Withholding Common Stock F2 3,747 $9.93 $37K
Holdings After Transaction: Restricted Stock Units — 0 contracts (Direct); Common Stock — 129,242 shares (Direct)
Footnotes (4)
  1. F1. On September 2, 2025, these restricted stock units ("RSU") were granted in the original amount of 15,385, which will fully vest in one year on September 2, 2026.
  2. F2. These shares of common stock were withheld by the issuer to pay for the applicable withholding tax due upon vesting of certain RSUs.
  3. F3. Each RSU represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit.
  4. F4. This field is not applicable.
RSUs converted 15,385 units Restricted Stock Units vested and converted into common stock on September 2, 2026
Shares withheld for taxes 3,747 shares Common shares withheld to pay withholding tax upon RSU vesting
Withholding price per share $9.93 per share Price used for the shares withheld to satisfy tax liability
RSU grant date September 2, 2025 Original grant date of the 15,385 RSUs
RSU vesting date September 2, 2026 Date on which the RSUs fully vested
Restricted Stock Units financial
"these restricted stock units ("RSU") were granted in the original amount"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
withholding tax financial
"shares of common stock were withheld by the issuer to pay for the applicable withholding tax"
Withholding tax is a government-required portion of a payment—such as dividends, interest, or salary—that the payer keeps back and sends directly to tax authorities before the recipient receives the money. For investors it reduces the cash they actually get and changes the after-tax return on an investment; rates and refund or credit rules vary by country and can materially affect comparisons between similar investments, like a cashier holding part of a bill to cover taxes.
contingent right financial
"Each RSU represents the contingent right to receive one share of common stock"
Rule 10b5-1 regulatory
"no Rule 10b5-1 trading plan is reported for these transactions"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.

FAQ

How many Bloomin' Brands (BLMN) RSUs vested for Kelly Lefferts and when?

An award of 15,385 Restricted Stock Units granted on September 2, 2025 fully vested on September 2, 2026, as disclosed in the Form 4 footnotes.

How many BLMN shares were withheld for taxes in this Form 4 filing?

The company withheld 3,747 shares of Bloomin’ Brands common stock at $9.93 per share to pay the applicable withholding tax due upon vesting of certain RSUs.

Did Bloomin' Brands’ Form 4 state that the transactions were under a Rule 10b5-1 plan?

No. The filing indicates the Rule 10b5-1 checkbox is not marked, so no Rule 10b5-1 trading plan is reported for these transactions.

What type of securities were involved in Kelly Lefferts’ BLMN Form 4 transactions?

The transactions involved Restricted Stock Units that each represented a contingent right to receive one share of Bloomin’ Brands common stock, and the resulting common stock issued upon vesting and conversion.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Lefferts Kelly

(Last)(First)(Middle)
2202 N. WEST SHORE BLVD.
SUITE 500

(Street)
TAMPA FLORIDA 33607

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Bloomin' Brands, Inc. [ BLMN ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
EVP, Chief Legal Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/02/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock09/02/2026M15,385(1)A$0132,989D
Common Stock09/02/2026F3,747(2)D$9.93129,242D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units$0(3)09/02/2026M15,385 (1) (4)Common Stock15,385$00D
Explanation of Responses:
1. On September 2, 2025, these restricted stock units ("RSU") were granted in the original amount of 15,385, which will fully vest in one year on September 2, 2026.
2. These shares of common stock were withheld by the issuer to pay for the applicable withholding tax due upon vesting of certain RSUs.
3. Each RSU represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit.
4. This field is not applicable.
Remarks:
/s/ Allison Hicks, Attorney in Fact09/04/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)