Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Anywhere Real Estate Inc.RLGY · Entity 69629 | Director | March 26, 2018 | March 28, 2018 |
| ELI LILLY & CoLLY · Entity 2794 | Director | September 21, 2026 | September 22, 2026 |
| First Watch Restaurant Group, Inc.FWRG · Entity 5170 | Director | May 21, 2026 | May 22, 2026 |
| LOWES COMPANIES INCLOW · Entity 2896 | Director | May 29, 2026 | June 01, 2026 |
| MCDONALDS CORPMCD · Entity 2849 | President and COO | December 14, 2009 | December 16, 2009 |
| Traeger, Inc.COOK · Entity 712 | Director | February 02, 2026 | February 04, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Anywhere Real Estate Inc.
Report date March 26, 2018 · Filed March 28, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 27,823 |
Reported balance
After 2018-03-26 transaction · row 1
1 source rowRow 1 · 2018-03-26 · Grant · Acquired 93 · Balance 27,823 F1: Consist of shares underlying dividend equivalent units ("DEUs") on restricted stock units and deferred stock units. The DEUs accrued in connection with a quarterly cash dividend paid on March 26, 2018. The DEUs vest on the same terms as the underlying restricted stock units and, with respect to deferred stock units, are settleable on the same terms as the underlying deferred stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Consist of shares underlying dividend equivalent units ("DEUs") on restricted stock units and deferred stock units. The DEUs accrued in connection with a quarterly cash dividend paid on March 26, 2018. The DEUs vest on the same terms as the underlying restricted stock units and, with respect to deferred stock units, are settleable on the same terms as the underlying deferred stock units.
ELI LILLY & Co
Report date September 21, 2026 · Filed September 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,838.2192 |
Reported balance
After 2026-09-21 transaction · row 1
1 source rowRow 1 · 2026-09-21 · Grant · Acquired 10.6591 · Balance 55,838.2192 F1: At the election of the reporting person, the shares acquired pursuant to this filing have been deferred in lieu of cash compensation as stock units under the Lilly Directors' Deferral Plan and will be settled in shares of common stock following the reporting person's separation from service. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 758 |
Reported balance
Holding disclosure · report date 2026-09-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 758 F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: At the election of the reporting person, the shares acquired pursuant to this filing have been deferred in lieu of cash compensation as stock units under the Lilly Directors' Deferral Plan and will be settled in shares of common stock following the reporting person's separation from service.
F2: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
First Watch Restaurant Group, Inc.
Report date May 21, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 440,471 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 17,636 · Balance 440,471 F1: Represents the grant by the Issuer of restricted stock units ("RSUs") to the Reporting Person, which vest on May 21, 2027, subject to Reporting Person's continuous service through the vesting date. Each RSU represents a contingent right to receive one share of the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant by the Issuer of restricted stock units ("RSUs") to the Reporting Person, which vest on May 21, 2027, subject to Reporting Person's continuous service through the vesting date. Each RSU represents a contingent right to receive one share of the Issuer's common stock.
LOWES COMPANIES INC
Report date May 29, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 42,913.648 |
Reported balance
After 2026-05-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-29 · Grant · Acquired 1,003 · Balance 42,913.648 F1: The Deferred Stock Units shall be 100% vested on the earlier of the first anniversary of the date of grant and the day immediately preceding the Issuer's 2027 Annual Meeting of Shareholders. Each Deferred Stock Unit shall convert into one share of the Issuer's common stock immediately after termination of the Reporting Person's service as a member of the Board of Directors of the Issuer. F2: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's 2006 Long Term Incentive Plan, as amended and restated. |
Filing footnotes · ownership attribution and instrument terms
F1: The Deferred Stock Units shall be 100% vested on the earlier of the first anniversary of the date of grant and the day immediately preceding the Issuer's 2027 Annual Meeting of Shareholders. Each Deferred Stock Unit shall convert into one share of the Issuer's common stock immediately after termination of the Reporting Person's service as a member of the Board of Directors of the Issuer.
F2: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's 2006 Long Term Incentive Plan, as amended and restated.
MCDONALDS CORP
Report date December 14, 2009 · Filed December 16, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,500 |
Reported balance
After 2009-12-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2009-12-14 · Exercise / conversion · Acquired 42,500 · Balance 42,500 |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2009-12-14 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2009-12-14 · Sale · Disposed 42,500 · Balance 0 F6: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. F1: This transaction was executed in multiple trades at prices ranging from $62.00 to $62.025 per share. The price reported represents the weighted average sales price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 9,707 |
Reported balance
After 2009-12-14 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2009-12-14 · Sale · Disposed 8,656 · Balance 9,707 F2: This transaction was executed in multiple trades at prices ranging from $62.1802 to $62.1818 per share. The price reported represents the weighted average sales price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F3: These shares are held in a trust for the benefit of the reporting person's wife, who is the grantor and trustee of the trust. |
| Common StockSEC Table I · non-derivative | IndirectProfit Sharing Plan | 0 |
Reported balance
After 2009-12-14 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2009-12-14 · Sale · Disposed 12,510 · Balance 0 |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.75 · Expires 2012-03-20 | Direct | 42,500 |
Reported balance
After 2009-12-14 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2009-12-14 · Exercise / conversion · Disposed 42,500 · Balance 42,500 F4: Options became exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. |
| Phantom StockSEC Table II · derivative / convertible security | IndirectNon-Qualified Benefit Plan | 0 |
Reported balance
After 2009-12-14 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2009-12-14 · Other · Disposed 31,871 · Balance 0 F5: Each share of phantom stock represents the right to receive the cash value of one share of McDonald's Corporation common stock. F6: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $62.00 to $62.025 per share. The price reported represents the weighted average sales price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price.
F2: This transaction was executed in multiple trades at prices ranging from $62.1802 to $62.1818 per share. The price reported represents the weighted average sales price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price.
F3: These shares are held in a trust for the benefit of the reporting person's wife, who is the grantor and trustee of the trust.
F4: Options became exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant.
F5: Each share of phantom stock represents the right to receive the cash value of one share of McDonald's Corporation common stock.
F6: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's.
Traeger, Inc.
Report date February 02, 2026 · Filed February 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 774,376 |
Reported balance
After 2026-02-02 transaction · row 1
1 source rowRow 1 · 2026-02-02 · Grant · Acquired 37,500 · Balance 774,376 F1: Consists of fully-vested restricted stock units, which will be settled in shares of the Issuer's common stock within 45 days following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; (iii) the director's death; or (iv) the director's disability. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust dated March 25, 2004 | 333,333 |
Reported balance
Holding disclosure · report date 2026-02-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 333,333 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust dated December 16, 2012 | 48,784 |
Reported balance
Holding disclosure · report date 2026-02-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 48,784 |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of fully-vested restricted stock units, which will be settled in shares of the Issuer's common stock within 45 days following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; (iii) the director's death; or (iv) the director's disability.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DUNKIN' BRANDS GROUP, INC.
Report date December 15, 2020 · Filed December 17, 2020
Section 16 reporting ended · disclosed 2020-12-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-12-15 transaction · row 1
1 source rowRow 1 · 2020-12-15 · Disposition to issuer · Disposed 2,617 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated October 30, 2020, by and among Dunkin' Brands Group, Inc., Inspire Brands, Inc. and Vale Merger Sub, Inc. |
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-12-15 transaction · row 2
1 source rowRow 2 · 2020-12-15 · Disposition to issuer · Disposed 1,924 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated October 30, 2020, by and among Dunkin' Brands Group, Inc., Inspire Brands, Inc. and Vale Merger Sub, Inc. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-12-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-12-15 · Disposition to issuer · Disposed 32,121 · Balance 0 F2: The deferred stock units are issued under the Dunkin' Brands Group, Inc. Non-Qualified Deferred Compensation Plan (the "Plan"). Under the Plan, directors' fees may be deferred by the reporting person and such deferred fees are accounted for as if invested in Dunkin' Brands Group, Inc. common stock. Each deferred stock unit is the economic equivalent of one share of Dunkin' Brands Group, Inc. common stock. The deferred stock units become payable, in cash or common stock in the discretion of the Plan administrator, upon the reporting person's termination of service as a director. F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated October 30, 2020, by and among Dunkin' Brands Group, Inc., Inspire Brands, Inc. and Vale Merger Sub, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated October 30, 2020, by and among Dunkin' Brands Group, Inc., Inspire Brands, Inc. and Vale Merger Sub, Inc.
F2: The deferred stock units are issued under the Dunkin' Brands Group, Inc. Non-Qualified Deferred Compensation Plan (the "Plan"). Under the Plan, directors' fees may be deferred by the reporting person and such deferred fees are accounted for as if invested in Dunkin' Brands Group, Inc. common stock. Each deferred stock unit is the economic equivalent of one share of Dunkin' Brands Group, Inc. common stock. The deferred stock units become payable, in cash or common stock in the discretion of the Plan administrator, upon the reporting person's termination of service as a director.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 14, 2009 Filed Dec 16, 2009 21:29 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherPhantom Stock · Derivative | 31,871 | $62.14 | $1,980,463.94 |
DisclosureSEC source: 0001140361-09-029342 · doc1.xml · derivative · entry 6 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Benefit Plan Disclosed balance after: 0 Underlying: Common Stock · 31,871 shares Expires not disclosed F5 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of McDonald's Corporation common stock. F6 · derivative.exercise_date: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. F6 · derivative.expiration_date: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. Read SEC document |
| December 14, 2009 Filed Dec 16, 2009 21:29 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 42,500 | $0.00 Strike: $28.75 | $0.00 |
DisclosureSEC source: 0001140361-09-029342 · doc1.xml · derivative · entry 5 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,500 Underlying: Common Stock · 42,500 shares Expires 2012-03-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Options became exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| December 14, 2009 Filed Dec 16, 2009 21:29 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 12,510 | $62.14 | $777,371.40 |
DisclosureSEC source: 0001140361-09-029342 · doc1.xml · nonDerivative · entry 4 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Profit Sharing Plan Disclosed balance after: 0 Read SEC document |
| December 14, 2009 Filed Dec 16, 2009 21:29 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 8,656 | $62.18 | $538,238.74 |
DisclosureSEC source: 0001140361-09-029342 · doc1.xml · nonDerivative · entry 3 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 9,707 F2 · price: This transaction was executed in multiple trades at prices ranging from $62.1802 to $62.1818 per share. The price reported represents the weighted average sales price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F3 · ownership.nature: These shares are held in a trust for the benefit of the reporting person's wife, who is the grantor and trustee of the trust. Read SEC document |
| December 14, 2009 Filed Dec 16, 2009 21:29 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 42,500 | $62.00 | $2,635,068.00 |
DisclosureSEC source: 0001140361-09-029342 · doc1.xml · nonDerivative · entry 2 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F6 · security: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. F1 · price: This transaction was executed in multiple trades at prices ranging from $62.00 to $62.025 per share. The price reported represents the weighted average sales price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| December 14, 2009 Filed Dec 16, 2009 21:29 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 42,500 | $28.75 | $1,221,875.00 |
DisclosureSEC source: 0001140361-09-029342 · doc1.xml · nonDerivative · entry 1 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 30, 2009 Filed Dec 1, 2009 18:36 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 4,040 | $35.89 | $144,995.60 |
DisclosureSEC source: 0001209191-09-054755 · doc4.xml · nonDerivative · entry 1 Alvarez Ralph · CIK 0001310215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,040 Read SEC document |
| October 23, 2009 Filed Oct 27, 2009 19:02 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 18,000 | $0.00 Strike: $14.31 | $0.00 |
DisclosureSEC source: 0001140361-09-023895 · doc1.xml · derivative · entry 9 Alvarez Ralph · CIK 0001310215 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,000 shares Expires 2013-03-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Options became exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| October 23, 2009 Filed Oct 27, 2009 19:02 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 21,500 | $0.00 Strike: $29.43 | $0.00 |
DisclosureSEC source: 0001140361-09-023895 · doc1.xml · derivative · entry 8 Alvarez Ralph · CIK 0001310215 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,500 shares Expires 2011-02-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Options became exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| October 23, 2009 Filed Oct 27, 2009 19:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 18,000 | $59.39 | $1,069,102.80 |
DisclosureSEC source: 0001140361-09-023895 · doc1.xml · nonDerivative · entry 5 Alvarez Ralph · CIK 0001310215 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: This transaction was executed in multiple trades at prices ranging from $59.36 to $59.425 per share. The price reported represents the weighted average sales price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| October 23, 2009 Filed Oct 27, 2009 19:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 21,500 | $59.35 | $1,276,080.90 |
DisclosureSEC source: 0001140361-09-023895 · doc1.xml · nonDerivative · entry 4 Alvarez Ralph · CIK 0001310215 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 F2 · price: This transaction was executed in multiple trades at prices ranging from $59.34 to $59.395 per share. The price reported represents the weighted average sales price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| October 23, 2009 Filed Oct 27, 2009 19:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 20,226 | $59.39 | $1,201,292.93 |
DisclosureSEC source: 0001140361-09-023895 · doc1.xml · nonDerivative · entry 3 Alvarez Ralph · CIK 0001310215 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,500 F1 · price: This transaction was executed in multiple trades at prices ranging from $59.32 to $59.541 per share. The price reported represents the weighted average sales price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| October 23, 2009 Filed Oct 27, 2009 19:02 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 18,000 | $14.31 | $257,580.00 |
DisclosureSEC source: 0001140361-09-023895 · doc1.xml · nonDerivative · entry 2 Alvarez Ralph · CIK 0001310215 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,726 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 23, 2009 Filed Oct 27, 2009 19:02 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 21,500 | $29.43 | $632,745.00 |
DisclosureSEC source: 0001140361-09-023895 · doc1.xml · nonDerivative · entry 1 Alvarez Ralph · CIK 0001310215 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,726 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 18, 2009 Filed Sep 22, 2009 18:28 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 33,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-021459 · doc1.xml · derivative · entry 6 Alvarez Ralph · CIK 0001310215 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,405 shares Expires 2009-09-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. F4 · derivative.exercise_date: Vesting of these restricted stock units was contingent upon the Company's achievement of required performance measures. Read SEC document |
| September 18, 2009 Filed Sep 22, 2009 18:28 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 13,179 | $57.00 | $751,203.00 |
DisclosureSEC source: 0001140361-09-021459 · doc1.xml · nonDerivative · entry 3 Alvarez Ralph · CIK 0001310215 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,226 Read SEC document |
| September 18, 2009 Filed Sep 22, 2009 18:28 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 33,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-021459 · doc1.xml · nonDerivative · entry 2 Alvarez Ralph · CIK 0001310215 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,405 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 31, 2009 Filed Sep 22, 2009 18:28 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 9,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-021459 · doc1.xml · nonDerivative · entry 1 Alvarez Ralph · CIK 0001310215 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction involved a gift of securities by the reporting person to a trust for the benefit of his wife, who is the grantor and trustee of the trust. Read SEC document |
| February 14, 2009 Filed Feb 18, 2009 20:54 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 13,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-004499 · doc1.xml · derivative · entry 5 Alvarez Ralph · CIK 0001310215 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,748 shares Expires 2009-02-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. F3 · derivative.exercise_date: Vesting of these restricted stock units was contingent upon the Company's achievement of required performance measures. Read SEC document |
| February 14, 2009 Filed Feb 18, 2009 20:54 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 4,049 | $56.81 | $230,023.69 |
DisclosureSEC source: 0001140361-09-004499 · doc1.xml · nonDerivative · entry 2 Alvarez Ralph · CIK 0001310215 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,699 Read SEC document |
| February 14, 2009 Filed Feb 18, 2009 20:54 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 13,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-004499 · doc1.xml · nonDerivative · entry 1 Alvarez Ralph · CIK 0001310215 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,748 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 11, 2009 Filed Feb 13, 2009 22:48 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 19,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-004093 · doc1.xml · derivative · entry 4 Alvarez Ralph · CIK 0001310215 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,972 Underlying: Common Stock · 19,972 shares Expires 2012-02-11 F3 · derivative.exercise_price: Each restricted stock unit (RSU) represents a right to acquire one share of McDonald's Corporation common stock. Upon vesting, payout under the RSUs will be in the form of shares or, at the discretion of the Compensation Committee of the Board of Directors, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. F4 · derivative.exercise_date: Contain performance vesting condition based on diluted earnings per share growth during the performance period. Read SEC document |
| February 11, 2009 Filed Feb 13, 2009 22:48 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 139,780 | $0.00 Strike: $57.08 | $0.00 |
DisclosureSEC source: 0001140361-09-004093 · doc1.xml · derivative · entry 3 Alvarez Ralph · CIK 0001310215 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,780 Underlying: Common Stock · 139,780 shares Expires 2019-02-11 F2 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| November 12, 2008 Filed Nov 14, 2008 22:05 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherPhantom Stock · Derivative | 12,205.72 | $54.02 | $659,352.99 |
DisclosureSEC source: 0001140361-08-025573 · doc1.xml · derivative · entry 4 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Benefit Plan Disclosed balance after: 30,588.65 Underlying: Common Stock · 12,205.72 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of McDonald's Corporation common stock. F1 · kind: The reporting person undertook the reported transactions at the same time and the same price to re-allocate the reporting person's beneficial ownership of the issuer's common stock among certain of the issuer's benefit plans as a result of certain tax considerations. Following the reported transactions, the reporting person's beneficial ownership of the issuer's common stock increased by 1,286.83 shares. F4 · derivative.exercise_date: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. F4 · derivative.expiration_date: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. Read SEC document |
| November 12, 2008 Filed Nov 14, 2008 22:05 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherPhantom Stock · Derivative | 22,916.19 | $54.02 | $1,237,932.58 |
DisclosureSEC source: 0001140361-08-025573 · doc1.xml · derivative · entry 3 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Benefit Plan Disclosed balance after: 18,382.92 Underlying: Common Stock · 22,916.19 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of McDonald's Corporation common stock. F1 · kind: The reporting person undertook the reported transactions at the same time and the same price to re-allocate the reporting person's beneficial ownership of the issuer's common stock among certain of the issuer's benefit plans as a result of certain tax considerations. Following the reported transactions, the reporting person's beneficial ownership of the issuer's common stock increased by 1,286.83 shares. F4 · derivative.exercise_date: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. F4 · derivative.expiration_date: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. Read SEC document |
| November 12, 2008 Filed Nov 14, 2008 22:05 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherCommon Stock | 11,997.3 | $54.02 | $648,094.15 |
DisclosureSEC source: 0001140361-08-025573 · doc1.xml · nonDerivative · entry 1 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Profit Sharing Plan Disclosed balance after: 11,997.3 F1 · kind: The reporting person undertook the reported transactions at the same time and the same price to re-allocate the reporting person's beneficial ownership of the issuer's common stock among certain of the issuer's benefit plans as a result of certain tax considerations. Following the reported transactions, the reporting person's beneficial ownership of the issuer's common stock increased by 1,286.83 shares. Read SEC document |
| July 14, 2008 Filed Jul 16, 2008 19:13 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-017091 · doc1.xml · derivative · entry 5 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2008-07-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| July 14, 2008 Filed Jul 16, 2008 19:13 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 7,890 | $58.09 | $458,330.10 |
DisclosureSEC source: 0001140361-08-017091 · doc1.xml · nonDerivative · entry 3 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,110 Read SEC document |
| July 14, 2008 Filed Jul 16, 2008 19:13 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-017091 · doc1.xml · nonDerivative · entry 2 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 14, 2008 Filed Jul 25, 2008 18:10 UTC Amendment | MCDONALDS CORP MCD · Entity 2849 | Disposition to issuerRestricted Stock Units · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-017621 · doc1.xml · derivative · entry 2 Alvarez Ralph · CIK 0001310215 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2008-07-14 F2 · security: On July 16, 2008, the reporting person filed a Form 4 (the "Original Form 4") to report, among other transactions, (i) the vesting of 20,000 restricted stock units, (ii) the corresponding receipt of 20,000 shares of McDonald's Corporation common stock underlying the restricted stock units and (iii) the disposition of 7,890 shares for the purpose of satisfying tax withholding obligations incurred upon vesting. This amendment to the Original Form 4 is filed to report the receipt of the proceeds of all 20,000 shares of McDonald's Corporation common stock underlying the restricted stock units. The proceeds of the 20,000 shares of McDonald's Corporation common stock were deferred by the reporting person into the McDonald's Excess Benefit and Deferred Bonus Plan and invested pursuant to the reporting person's ongoing investment elections. Accordingly, this amendment reports the disposition of 20,000 restricted stock units. F3 · derivative.exercise_price: Each restricted stock unit represents the right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| March 13, 2008 Filed Jul 16, 2008 19:13 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 8,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-017091 · doc1.xml · nonDerivative · entry 1 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction involved a gift of securities by the reporting person to his wife. Read SEC document |
| February 16, 2008 Filed Feb 20, 2008 19:30 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 12,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-004648 · doc1.xml · derivative · entry 4 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,270 shares Expires 2008-02-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. F2 · derivative.exercise_date: Vesting of these restricted stock units was contingent upon the Company's achievement of required target performance measures. Read SEC document |
| February 16, 2008 Filed Feb 20, 2008 19:30 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 3,614 | $55.30 | $199,854.20 |
DisclosureSEC source: 0001140361-08-004648 · doc1.xml · nonDerivative · entry 2 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,664 Read SEC document |
| February 16, 2008 Filed Feb 20, 2008 19:30 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 12,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-004648 · doc1.xml · nonDerivative · entry 1 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,278 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 13, 2008 Filed Feb 15, 2008 22:48 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 13,242 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-004445 · doc1.xml · derivative · entry 4 Alvarez Ralph · CIK 0001310215 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,242 Underlying: Common Stock · 13,242 shares Expires 2011-02-13 F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a right to acquire one share of McDonald's Corporation common stock. Upon vesting, payout under the RSUs will be in the form of shares or, at the discretion of the Compensation Committee of the Board of Directors, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. F3 · derivative.exercise_date: Performance based on diluted earnings per share growth. Read SEC document |
| February 13, 2008 Filed Feb 15, 2008 22:48 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 92,691 | $0.00 Strike: $56.64 | $0.00 |
DisclosureSEC source: 0001140361-08-004445 · doc1.xml · derivative · entry 3 Alvarez Ralph · CIK 0001310215 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,691 Underlying: Common Stock · 92,691 shares Expires 2018-02-13 F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| September 14, 2007 Filed Sep 18, 2007 17:18 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 31,500 | $0.00 Strike: $26.25 | $0.00 |
DisclosureSEC source: 0001140361-07-018292 · doc1.xml · derivative · entry 4 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 31,500 shares Expires 2008-03-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, third, fifth and seventh anniversary dates of the grant. Read SEC document |
| September 14, 2007 Filed Sep 18, 2007 17:18 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 31,500 | $53.57 | $1,687,455.00 |
DisclosureSEC source: 0001140361-07-018292 · doc1.xml · nonDerivative · entry 2 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8 Read SEC document |
| September 14, 2007 Filed Sep 18, 2007 17:18 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 31,500 | $26.25 | $826,875.00 |
DisclosureSEC source: 0001140361-07-018292 · doc1.xml · nonDerivative · entry 1 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,508 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 14, 2007 Filed Feb 16, 2007 20:21 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 16,660 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-07-003766 · doc1.xml · derivative · entry 4 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,660 Underlying: Common Stock · 16,660 shares Expires 2010-02-14 F2 · derivative.exercise_price: Restricted Stock Units (RSUs) are granted under the Company's Amended and Restated 2001 Omnibus Stock Ownership Plan and are subject to the terms of such Plan. Upon vesting, payout under the RSUs will be in the form of an equal number of shares of McDonald's common stock or, at the discretion of the Board's Compensation Committee, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. F3 · derivative.exercise_price: Performance based on diluted earnings per share growth. F2 · price: Restricted Stock Units (RSUs) are granted under the Company's Amended and Restated 2001 Omnibus Stock Ownership Plan and are subject to the terms of such Plan. Upon vesting, payout under the RSUs will be in the form of an equal number of shares of McDonald's common stock or, at the discretion of the Board's Compensation Committee, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. Read SEC document |
| February 14, 2007 Filed Feb 16, 2007 20:21 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 49,967 | $45.02 Strike: $45.02 | $2,249,514.34 |
DisclosureSEC source: 0001140361-07-003766 · doc1.xml · derivative · entry 3 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,967 Underlying: Common Stock · 49,967 shares Expires 2017-02-14 F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| September 18, 2006 Filed Sep 20, 2006 20:05 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 133,619 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-013472 · doc1.xml · derivative · entry 5 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,619 Underlying: Common Stock · 133,619 shares Expires 2011-09-18 F2 · derivative.exercise_price: Restricted Stock Units (RSUs) are granted under the Company's Amended and Restated 2001 Omnibus Stock Ownership Plan and are subject to the terms of such Plan. Upon vesting, payout under the RSUs will be in the form of an equal number of shares of McDonald's common stock or, at the discretion of the Board's Compensation Committee, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. F3 · derivative.exercise_price: Performance based on diluted earnings per share growth. F2 · price: Restricted Stock Units (RSUs) are granted under the Company's Amended and Restated 2001 Omnibus Stock Ownership Plan and are subject to the terms of such Plan. Upon vesting, payout under the RSUs will be in the form of an equal number of shares of McDonald's common stock or, at the discretion of the Board's Compensation Committee, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. F3 · derivative.exercise_date: Performance based on diluted earnings per share growth. F3 · derivative.expiration_date: Performance based on diluted earnings per share growth. Read SEC document |
| September 18, 2006 Filed Sep 20, 2006 20:05 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 33,405 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-013472 · doc1.xml · derivative · entry 4 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,405 Underlying: Common Stock · 33,405 shares Expires 2009-09-18 F2 · derivative.exercise_price: Restricted Stock Units (RSUs) are granted under the Company's Amended and Restated 2001 Omnibus Stock Ownership Plan and are subject to the terms of such Plan. Upon vesting, payout under the RSUs will be in the form of an equal number of shares of McDonald's common stock or, at the discretion of the Board's Compensation Committee, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. F3 · derivative.exercise_price: Performance based on diluted earnings per share growth. F2 · price: Restricted Stock Units (RSUs) are granted under the Company's Amended and Restated 2001 Omnibus Stock Ownership Plan and are subject to the terms of such Plan. Upon vesting, payout under the RSUs will be in the form of an equal number of shares of McDonald's common stock or, at the discretion of the Board's Compensation Committee, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. F3 · derivative.exercise_date: Performance based on diluted earnings per share growth. F3 · derivative.expiration_date: Performance based on diluted earnings per share growth. Read SEC document |
| September 18, 2006 Filed Sep 20, 2006 20:05 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 100,161 | $37.42 Strike: $37.42 | $3,748,024.62 |
DisclosureSEC source: 0001140361-06-013472 · doc1.xml · derivative · entry 3 Alvarez Ralph · CIK 0001310215 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,161 Underlying: Common Stock · 100,161 shares Expires 2016-09-18 F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| August 01, 2006 Filed Aug 1, 2006 20:31 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 24,222 | $23.50 Strike: $23.50 | $569,217.00 |
DisclosureSEC source: 0001140361-06-010930 · doc1.xml · derivative · entry 8 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,222 shares Expires 2007-03-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Options become exercisable in 25% increments on the first, third, fifth and seventh anniversary dates of the grant. Read SEC document |
| August 01, 2006 Filed Aug 1, 2006 20:31 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 8,622 | $35.01 | $301,856.22 |
DisclosureSEC source: 0001140361-06-010930 · doc1.xml · nonDerivative · entry 5 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8 Read SEC document |
| August 01, 2006 Filed Aug 1, 2006 20:31 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 15,600 | $35.00 | $546,000.00 |
DisclosureSEC source: 0001140361-06-010930 · doc1.xml · nonDerivative · entry 4 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,630 Read SEC document |
| August 01, 2006 Filed Aug 1, 2006 20:31 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 24,222 | $23.50 | $569,217.00 |
DisclosureSEC source: 0001140361-06-010930 · doc1.xml · nonDerivative · entry 3 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,230 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 31, 2006 Filed Aug 1, 2006 20:31 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 18,000 | $14.31 Strike: $14.31 | $257,580.00 |
DisclosureSEC source: 0001140361-06-010930 · doc1.xml · derivative · entry 7 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 Underlying: Common Stock · 18,000 shares Expires 2013-03-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| July 31, 2006 Filed Aug 1, 2006 20:31 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 18,000 | $35.36 | $636,480.00 |
DisclosureSEC source: 0001140361-06-010930 · doc1.xml · nonDerivative · entry 2 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.