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 |
|---|---|---|---|---|---|---|
| July 31, 2006 Filed Aug 1, 2006 20:31 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 18,000 | $14.31 | $257,580.00 |
DisclosureSEC source: 0001140361-06-010930 · doc1.xml · nonDerivative · entry 1 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,008 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 26, 2006 Filed Jul 27, 2006 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 36,000 | $14.31 Strike: $14.31 | $515,160.00 |
DisclosureSEC source: 0001140361-06-010682 · doc1.xml · derivative · entry 14 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 Underlying: Common Stock · 36,000 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 26, 2006 Filed Jul 27, 2006 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,800 | $34.57 | $62,226.00 |
DisclosureSEC source: 0001140361-06-010682 · doc1.xml · nonDerivative · entry 12 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8 Read SEC document |
| July 26, 2006 Filed Jul 27, 2006 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 700 | $34.55 | $24,185.00 |
DisclosureSEC source: 0001140361-06-010682 · doc1.xml · nonDerivative · entry 11 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,808 Read SEC document |
| July 26, 2006 Filed Jul 27, 2006 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,500 | $34.54 | $86,350.00 |
DisclosureSEC source: 0001140361-06-010682 · doc1.xml · nonDerivative · entry 10 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,508 Read SEC document |
| July 26, 2006 Filed Jul 27, 2006 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 700 | $34.53 | $24,171.00 |
DisclosureSEC source: 0001140361-06-010682 · doc1.xml · nonDerivative · entry 9 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,008 Read SEC document |
| July 26, 2006 Filed Jul 27, 2006 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,800 | $34.52 | $62,136.00 |
DisclosureSEC source: 0001140361-06-010682 · doc1.xml · nonDerivative · entry 8 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,708 Read SEC document |
| July 26, 2006 Filed Jul 27, 2006 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 400 | $34.51 | $13,804.00 |
DisclosureSEC source: 0001140361-06-010682 · doc1.xml · nonDerivative · entry 7 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,508 Read SEC document |
| July 26, 2006 Filed Jul 27, 2006 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,600 | $34.50 | $89,700.00 |
DisclosureSEC source: 0001140361-06-010682 · doc1.xml · nonDerivative · entry 6 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,908 Read SEC document |
| July 26, 2006 Filed Jul 27, 2006 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 20,000 | $34.49 | $689,800.00 |
DisclosureSEC source: 0001140361-06-010682 · doc1.xml · nonDerivative · entry 5 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,508 Read SEC document |
| July 26, 2006 Filed Jul 27, 2006 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,300 | $34.46 | $79,258.00 |
DisclosureSEC source: 0001140361-06-010682 · doc1.xml · nonDerivative · entry 4 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,508 Read SEC document |
| July 26, 2006 Filed Jul 27, 2006 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,700 | $34.45 | $93,015.00 |
DisclosureSEC source: 0001140361-06-010682 · doc1.xml · nonDerivative · entry 3 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,808 Read SEC document |
| July 26, 2006 Filed Jul 27, 2006 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 500 | $34.43 | $17,215.00 |
DisclosureSEC source: 0001140361-06-010682 · doc1.xml · nonDerivative · entry 2 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,508 Read SEC document |
| July 26, 2006 Filed Jul 27, 2006 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 36,000 | $14.31 | $515,160.00 |
DisclosureSEC source: 0001140361-06-010682 · doc1.xml · nonDerivative · entry 1 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,008 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, 2006 Filed Feb 16, 2006 21:08 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 13,748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-002618 · doc1.xml · derivative · entry 5 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,748 Underlying: Common Stock · 13,748 shares Expires 2011-02-14 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, 2006 Filed Feb 16, 2006 21:08 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 13,748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-002618 · doc1.xml · derivative · entry 4 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,748 Underlying: Common Stock · 13,748 shares Expires 2009-02-14 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, 2006 Filed Feb 16, 2006 21:08 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 41,221 | $36.37 Strike: $36.37 | $1,499,207.77 |
DisclosureSEC source: 0001140361-06-002618 · doc1.xml · derivative · entry 3 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,221 Underlying: Common Stock · 41,221 shares Expires 2016-02-14 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 12, 2005 Filed Sep 14, 2005 15:14 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 24,000 | $24.63 Strike: $24.63 | $591,000.00 |
DisclosureSEC source: 0001140361-05-007387 · doc1.xml · derivative · entry 4 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,000 shares Expires 2006-04-01 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 became exercisable in 25% increments on the first, third, fifth and seventh anniversary dates of the grant. Read SEC document |
| September 12, 2005 Filed Sep 14, 2005 15:14 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 24,000 | $34.00 | $816,000.00 |
DisclosureSEC source: 0001140361-05-007387 · 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 |
| September 12, 2005 Filed Sep 14, 2005 15:14 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 24,000 | $24.63 | $591,000.00 |
DisclosureSEC source: 0001140361-05-007387 · doc1.xml · nonDerivative · entry 1 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,008 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 16, 2005 Filed Feb 18, 2005 20:15 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 12,270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-05-001496 · doc1.xml · derivative · entry 4 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,270 Underlying: Common Stock · 12,270 shares Expires 2008-02-16 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 16, 2005 Filed Feb 18, 2005 20:15 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 36,799 | $32.60 Strike: $32.60 | $1,199,647.40 |
DisclosureSEC source: 0001140361-05-001496 · doc1.xml · derivative · entry 3 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,799 Underlying: Common Stock · 36,799 shares Expires 2015-02-16 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 |
| February 16, 2005 Filed Mar 18, 2005 16:49 UTC Amendment | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 12,270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-05-002212 · doc1.xml · derivative · entry 4 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,270 Underlying: Common Stock · 12,270 shares Expires 2008-02-16 F3 · 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. F4 · derivative.exercise_price: Performance based on diluted earnings per share growth. F3 · 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 16, 2005 Filed Mar 18, 2005 16:49 UTC Amendment | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 36,799 | $32.60 Strike: $32.60 | $1,199,647.40 |
DisclosureSEC source: 0001140361-05-002212 · doc1.xml · derivative · entry 3 Alvarez Ralph · CIK 0001310215 · President, McD. North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,799 Underlying: Common Stock · 36,799 shares Expires 2015-02-16 F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. F2 · balance_after: This amended Form 4 is being filed to correct a clerical error in Table II, column 9, regarding stock options granted. The correct total is 36,799. 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.