Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEVRON CORPCVX · Entity 2804 | Director | May 27, 2026 | May 29, 2026 |
| MACERICH COMAC · Entity 3712 | Director | June 30, 2026 | July 01, 2026 |
| NORDSTROM INCJWN · Entity 79544 | Director | March 15, 2017 | March 16, 2017 |
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.
CHEVRON CORP
Report date May 27, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,859 |
Reported balance
After 2026-05-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-27 · Grant · Acquired 1,272 · Balance 34,859 F1: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. F2: This number includes the acquisition of dividend equivalent accruals on stock units (1,406) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.
F2: This number includes the acquisition of dividend equivalent accruals on stock units (1,406) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.
MACERICH CO
Report date June 30, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 35,259.86 |
Reported balance
After 2026-06-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 784.05 · Balance 35,259.86 F1: Convertible on a 1 for 1 basis. F2: The shares attributable to the phantom stock units generally first become distributable upon the January 1 following the date of termination of service in five equal installments pursuant to an earlier election in accordance with the Plan terms. F3: Includes 543.33 previously unreported phantom stock units accrued under the dividend reinvestment feature of the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Convertible on a 1 for 1 basis.
F2: The shares attributable to the phantom stock units generally first become distributable upon the January 1 following the date of termination of service in five equal installments pursuant to an earlier election in accordance with the Plan terms.
F3: Includes 543.33 previously unreported phantom stock units accrued under the dividend reinvestment feature of the Plan.
NORDSTROM INC
Report date March 15, 2017 · Filed March 16, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 77,103.067 |
Reported balance
After 2017-03-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-03-15 · Grant · Acquired 638.07 · Balance 77,103.067 F1: 1 for 1 F2: Stock unit dividend paid on share units that were deferred at the election of the reporting person under the Directors Deferred Compensation Plan. F3: The stock units are convertible into the issuer's common stock and payable upon the occurrence of certain events, including the reporting person's retirement from the issuer's Board of Directors. F4: Represents the total number of stock units held by the reporting person under the Directors' Deferred Compensation Plan. |
| Common StockSEC Table I · non-derivative | Direct | 3,772 |
Reported balance
Holding disclosure · report date 2017-03-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,772 |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
F2: Stock unit dividend paid on share units that were deferred at the election of the reporting person under the Directors Deferred Compensation Plan.
F3: The stock units are convertible into the issuer's common stock and payable upon the occurrence of certain events, including the reporting person's retirement from the issuer's Board of Directors.
F4: Represents the total number of stock units held by the reporting person under the Directors' Deferred Compensation Plan.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MCDONALDS CORP
Report date May 22, 2024 · Filed May 24, 2024
Section 16 reporting ended · disclosed 2024-05-24. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,939 |
Reported balance
After 2024-05-22 transaction · row 1
1 source rowRow 1 · 2024-05-22 · Exercise / conversion · Acquired 9,939 · Balance 9,939 F1: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation (the "Company") common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 876 |
Reported balance
After 2024-05-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-22 · Exercise / conversion · Disposed 9,939 · Balance 876 F1: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation (the "Company") common stock. F2: Per the terms of the award, the reporting person vested in these RSUs upon his retirement from the role of Non-Executive Chairman of the Board and a Director, effective May 22, 2024. F3: Per the terms of the award, the reporting person will vest in these RSUs on the first anniversary of the grant date. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 92,625.89 |
Reported balance
Holding disclosure · report date 2024-05-22 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 92,625.89 F4: Each share of phantom stock is the economic equivalent of one share of the Company's common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan. F5: Includes shares acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation (the "Company") common stock.
F2: Per the terms of the award, the reporting person vested in these RSUs upon his retirement from the role of Non-Executive Chairman of the Board and a Director, effective May 22, 2024.
F3: Per the terms of the award, the reporting person will vest in these RSUs on the first anniversary of the grant date.
F4: Each share of phantom stock is the economic equivalent of one share of the Company's common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan.
F5: Includes shares acquired through dividend reinvestment.
WELLS FARGO & COMPANY/MN
Report date March 12, 2018 · Filed March 13, 2018
Section 16 reporting ended · disclosed 2009-07-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 42,710 |
Ending reported balance
After 2018-03-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-03-12 · Exercise / conversion · Acquired 10,490 · Balance 48,112 Row 2 · 2018-03-12 · Tax withholding · Disposed 5,402 · Balance 42,710 |
| Director Stock Purchase OptionSEC Table II · derivative / convertible security · Conversion / exercise price $29.88 · Expires 2018-04-29 | Direct | 0 |
Reported balance
After 2018-03-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-03-12 · Exercise / conversion · Disposed 10,490 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| April 26, 2005 Filed Apr 28, 2005 17:44 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,099 | $59.15 | $65,005.85 |
DisclosureSEC source: 0001193833-05-000068 · edgar.xml · derivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,627.6357 Underlying: Common Stock, $1 2/3 par value · 1,099 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum on July 1 following cessation of board membership F2 · derivative.expiration_date: Payable in a lump sum on July 1 following cessation of board membership Read SEC document |
| April 01, 2005 Filed Apr 5, 2005 20:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 432.2742 | $59.80 | $25,850.00 |
DisclosureSEC source: 0001193833-05-000060 · edgar.xml · derivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,528.6357 Underlying: Common Stock, $1 2/3 par value · 432.2742 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum July 1 following cessation of board membership F2 · derivative.expiration_date: Payable in a lump sum July 1 following cessation of board membership Read SEC document |
| March 31, 2005 Filed Apr 1, 2005 19:46 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 835 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-05-002595 · doc1.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 835 Underlying: Common Stock · 835 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| January 03, 2005 Filed Jan 4, 2005 22:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 273.5318 | $62.15 | $17,000.00 |
DisclosureSEC source: 0001193833-05-000006 · edgar.xml · derivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,055.4951 Underlying: Common Stock, $1 2/3 par value · 273.5318 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum July 1 following cessation of board membership F2 · derivative.expiration_date: Payable in a lump sum July 1 following cessation of board membership Read SEC document |
| December 31, 2004 Filed Jan 4, 2005 21:07 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-05-000138 · doc1.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,700 Underlying: Common Stock · 1,700 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| December 01, 2004 Filed Dec 3, 2004 18:35 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-006771 · doc1.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398 Underlying: Common Stock · 398 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| December 01, 2004 Filed Dec 3, 2004 18:37 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-006772 · doc1.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398 Underlying: Common Stock · 398 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| October 01, 2004 Filed Oct 1, 2004 22:14 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 335.4016 | $59.63 | $20,000.00 |
DisclosureSEC source: 0001193833-04-000134 · edgar.xml · derivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,745.0904 Underlying: Common Stock, $1 2/3 par value · 335.4016 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum July 1 following cessation of board membership F2 · derivative.expiration_date: Payable in a lump sum July 1 following cessation of board membership Read SEC document |
| September 30, 2004 Filed Oct 4, 2004 14:29 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 874 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-005596 · doc1.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 874 Underlying: Common Stock · 874 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 18:38 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 323.257 | $57.23 | $18,500.00 |
DisclosureSEC source: 0001193833-04-000103 · edgar.xml · derivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,373.9526 Underlying: Common Stock, $1 2/3 par value · 323.257 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum July 1 following cessation of board membership F2 · derivative.expiration_date: Payable in a lump sum July 1 following cessation of board membership Read SEC document |
| June 30, 2004 Filed Jul 1, 2004 19:14 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 865 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-003937 · doc1.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 865 Underlying: Common Stock · 865 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| May 20, 2004 Filed May 24, 2004 19:52 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 5,000 | $25.31 Strike: $25.31 | $126,550.00 |
DisclosureSEC source: 0001140361-04-003237 · doc1.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2014-05-20 F1 · derivative.exercise_date: Options become exercisable in 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| April 27, 2004 Filed Apr 29, 2004 20:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Option · Derivative | 3,920 | $0.00 Strike: $56.39 | $0.00 |
DisclosureSEC source: 0001193833-04-000072 · edgar.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,920 Underlying: Common Stock, $1 2/3 par value · 3,920 shares Expires 2014-04-27 Read SEC document |
| April 27, 2004 Filed Apr 29, 2004 20:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 887 | $56.39 | $50,017.93 |
DisclosureSEC source: 0001193833-04-000072 · edgar.xml · derivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,019.9308 Underlying: Common Stock, $1 2/3 par value · 887 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum July 1 following cessation of board membership F2 · derivative.expiration_date: Payable in a lump sum July 1 following cessation of board membership Read SEC document |
| April 01, 2004 Filed Apr 2, 2004 17:24 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 379.3894 | $56.67 | $21,500.00 |
DisclosureSEC source: 0001193833-04-000067 · edgar.xml · derivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,132.9308 Underlying: Common Stock, $1 2/3 par value · 379.3894 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum July 1 following cessation of board membership F2 · derivative.expiration_date: Payable in a lump sum July 1 following cessation of board membership Read SEC document |
| March 31, 2004 Filed Apr 1, 2004 20:54 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 861 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-002188 · doc1.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 861 Underlying: Common Stock · 861 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount includes deferred compensation and an adjustment to reflect dividend reinvestment. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| January 01, 2004 Filed Jan 5, 2004 18:48 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 288.6738 | $58.89 | $17,000.00 |
DisclosureSEC source: 0001193833-04-000007 · edgar.xml · derivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,732.1037 Underlying: Common Stock, $1 2/3 par value · 288.6738 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum July 1 following cessation of board membership F2 · derivative.expiration_date: Payable in a lump sum July 1 following cessation of board membership Read SEC document |
| December 31, 2003 Filed Jan 2, 2004 18:26 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,035 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-000028 · doc1.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,035 Underlying: Common Stock · 1,035 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| December 01, 2003 Filed Dec 2, 2003 21:03 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 283 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-03-004615 · doc1.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283 Underlying: Common Stock · 283 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| October 01, 2003 Filed Oct 2, 2003 17:49 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 388.3495 | $51.50 | $20,000.00 |
DisclosureSEC source: 0001193833-03-000068 · edgar.xml · derivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,424.4001 Underlying: Common Stock, $1 2/3 par value · 388.3495 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum July 1 following cessation of board membership F2 · derivative.expiration_date: Payable in a lump sum July 1 following cessation of board membership Read SEC document |
| September 30, 2003 Filed Oct 1, 2003 15:51 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,561 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-03-003577 · doc1.xml · derivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,561 Underlying: Common Stock · 1,561 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| July 01, 2003 Filed Jul 1, 2003 22:34 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 277.7778 | $50.40 Strike: $0.00 | $14,000.00 |
DisclosureSEC source: 0001193833-03-000030 · edgar.xml · derivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,017.9398 Underlying: Common Stock, $1 2/3 par value · 277.7778 shares Expires 1988-08-08 F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum July 1 following cessastion of board membership F2 · derivative.expiration_date: Payable in a lump sum July 1 following cessastion of board membership Read SEC document |
| June 30, 2003 Filed Jul 1, 2003 16:19 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 646 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-03-002248 · doc1.xml · derivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 646 Underlying: Common Stock · 646 shares Expires 1988-08-08 F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. 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.