CHEESECAKE FACTORY INC executive vice president and CFO Matthew Eliot Clark exercised employee stock options for 68,900 shares of common stock on July 30, 2026 at an exercise price of $40.16 per share, then sold 68,900 shares at a weighted average price of $99.30, in multiple trades between $99.05 and $99.71. The reported option grant shows 0 options remaining after the exercise, and a separate entry notes shares of restricted stock subject to forfeiture.
Maricopa Capital LLC, as a shareholder of The Cheesecake Factory Incorporated, has filed to sell up to 2,095 shares of common stock through Wells Fargo Clearing Services on the NASDAQ, with an aggregate market value of $211,583.12, targeted for July 30, 2026.
The shares were originally acquired by grant from the issuer on May 29, 2025. The filing also notes a prior sale during the past three months of 2,490 shares on June 2, 2026 for $160,800.92.
The Cheesecake Factory Incorporated submitted an amended current report to furnish a revised investor presentation for the second quarter of fiscal 2026, ended June 30, 2026. The revision corrects a typographical error on slide 31, where the fiscal year 2026 net income margin target was shown as 5% instead of the intended 5.4%. The corrected presentation, dated July 29, 2026, has been posted on the company’s investor relations website and furnished as Exhibit 99.1. No other information from the earlier report was changed.
The Cheesecake Factory Incorporated reported second-quarter fiscal 2026 revenue of $1,029.6 million, up from $955.8 million a year earlier. Net income was $68.4 million, with diluted EPS of $1.41. Excluding acquisition-related and other items, adjusted net income was $69.7 million and adjusted diluted EPS $1.44.
Comparable restaurant sales at The Cheesecake Factory restaurants increased 5.8% year over year. As of June 30, 2026, the company had total liquidity of $561.7 million, including $195.2 million of cash, and $575 million of 2.00% convertible senior notes due 2030 after repaying $69.0 million of 2026 notes. During the quarter it repurchased about 158,600 shares for $9.3 million. The board declared a quarterly cash dividend of $0.30 per share, payable August 25, 2026 to shareholders of record on August 11, 2026, and the company continues to plan up to 26 new restaurant openings in fiscal 2026 across its brands.
CHEESECAKE FACTORY INC director Alexander L. Cappello reported an indirect sale of company stock through an affiliated entity. On June 2, 2026, Maricopa Capital LLC, an entity for which he is the sole shareholder, sold 2,490 shares of common stock in an open-market transaction at a weighted average price of $64.90 per share, with individual trade prices ranging from $64.89 to $64.93. Following this sale, Maricopa Capital LLC held 6,171 shares of Cheesecake Factory common stock. Separately, 178 shares are held in custodial accounts for Mr. Cappello’s children, with his spouse acting as custodian.
The Cheesecake Factory Incorporated reported the results of its 2026 annual stockholders’ meeting held on May 28, 2026. Stockholders elected all eight director nominees, including David Overton and Janice L. Meyer, each receiving over 34 million votes in favor with several million broker non-votes recorded.
Stockholders also ratified the selection of KPMG LLP as independent registered public accounting firm for fiscal year 2026, with 43,129,227 votes for, 466,633 against, and 14,866 abstentions. In addition, a non-binding advisory vote approved executive compensation, with 37,666,375 votes for, 211,834 against, and 24,220 abstentions, plus 5,708,297 broker non-votes.
Meyer Janice L. reported acquisition or exercise transactions in this Form 4 filing.
CHEESECAKE FACTORY INC director Janice L. Meyer reported receiving 2,490 shares of Common Stock as a fully vested stock unit grant. The award was automatically granted immediately following the annual shareholders meeting under the company’s director compensation program, bringing her direct holdings to 23,209 shares.
CHEESECAKE FACTORY INC director Khanh Collins received a grant of 1,250 shares of Common Stock as compensation. The award was made on May 28, 2026 at a stated price of $0.00 per share and represents fully vested stock units automatically granted after the annual shareholders meeting under the company’s director compensation program.
Following this grant, Collins directly owns 14,559 shares of Common Stock. This is a routine, non-market acquisition tied to board service rather than an open‑market purchase or sale.