Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | Director · President and CEO | February 13, 2019 | February 16, 2019 |
| Walmart Inc.WMT · Entity 783 | Director | September 30, 2019 | October 02, 2019 |
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.
MCDONALDS CORP
Report date February 13, 2019 · Filed February 16, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,231 |
Ending reported balance
After 2019-02-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-02-13 · Exercise / conversion · Acquired 74,232 · Balance 115,254 F1: As a result of the Company's performance against the pre-approved financial targets, the reporting person vested in 173.3% of the original grant of 42,834 performance-based restricted stock units ("RSUs"). F2: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. Row 2 · 2019-02-13 · Tax withholding · Disposed 32,023 · Balance 83,231 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2019-02-13 | Direct | 0 |
Reported balance
After 2019-02-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-02-13 · Exercise / conversion · Disposed 74,232 · Balance 0 F2: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. F1: As a result of the Company's performance against the pre-approved financial targets, the reporting person vested in 173.3% of the original grant of 42,834 performance-based restricted stock units ("RSUs"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2022-02-13 | Direct | 34,174 |
Reported balance
After 2019-02-13 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-02-13 · Grant · Acquired 34,174 · Balance 34,174 F2: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. F4: Represents the target number of RSUs granted, subject to performance-based vesting conditions linked to diluted earnings per share ("EPS") growth and return on incremental invested capital ("ROIIC") for the period of January 1, 2019 through December 31, 2021 (the "Performance Period"). If McDonald's Corporation satisfies both the EPS and ROIIC thresholds, then the number of RSUs that vest may be increased or decreased based upon the McDonald's Corporation total shareholder return relative to the S&P 500 Index over the Performance Period. The number of RSUs earned will range from 0% to 200% of the target number of RSUs granted. |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $174.15 · Expires 2029-02-13 | Direct | 239,258 |
Reported balance
After 2019-02-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-02-13 · Grant · Acquired 239,258 · Balance 239,258 F3: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: As a result of the Company's performance against the pre-approved financial targets, the reporting person vested in 173.3% of the original grant of 42,834 performance-based restricted stock units ("RSUs").
F2: Each RSU represents a right to acquire one share of McDonald's Corporation common stock.
F3: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant.
F4: Represents the target number of RSUs granted, subject to performance-based vesting conditions linked to diluted earnings per share ("EPS") growth and return on incremental invested capital ("ROIIC") for the period of January 1, 2019 through December 31, 2021 (the "Performance Period"). If McDonald's Corporation satisfies both the EPS and ROIIC thresholds, then the number of RSUs that vest may be increased or decreased based upon the McDonald's Corporation total shareholder return relative to the S&P 500 Index over the Performance Period. The number of RSUs earned will range from 0% to 200% of the target number of RSUs granted.
Walmart Inc.
Report date September 30, 2019 · Filed October 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 5,086 |
Reported balance
After 2019-09-30 transaction · row 1
1 source rowRow 1 · 2019-09-30 · Grant · Acquired 211 · Balance 5,086 F1: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing price of the Issuer's common stock on the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing price of the Issuer's common stock on the date of grant.
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 |
|---|---|---|---|---|---|---|
| September 30, 2019 Filed Oct 2, 2019 22:05 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 211 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-029798 · form4.xml · nonDerivative · entry 1 Easterbrook Stephen · CIK 0001500870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,086 F1 · shares: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing price of the Issuer's common stock on the date of grant. Read SEC document |
| June 30, 2019 Filed Jul 2, 2019 21:02 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 226 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-023646 · form4.xml · nonDerivative · entry 1 Easterbrook Stephen · CIK 0001500870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,875 F1 · shares: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing price of the Issuer's common stock on the last trading day before the date of grant. Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 21:43 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 1,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-021147 · form4.xml · nonDerivative · entry 1 Easterbrook Stephen · CIK 0001500870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,649 F1 · shares: Represents annual equity grant as part of the Reporting Person's non-management director compensation. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 21:39 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 256 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-014250 · form4.xml · nonDerivative · entry 1 Easterbrook Stephen · CIK 0001500870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,973 F1 · shares: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares granted was determined by the closing price of the Issuer's common stock on the last trading day before the date of grant. Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:11 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 34,174 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-004699 · doc1.xml · derivative · entry 5 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,174 Underlying: Common Stock · 34,174 shares Expires 2022-02-13 F2 · derivative.exercise_price: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. F4 · shares: Represents the target number of RSUs granted, subject to performance-based vesting conditions linked to diluted earnings per share ("EPS") growth and return on incremental invested capital ("ROIIC") for the period of January 1, 2019 through December 31, 2021 (the "Performance Period"). If McDonald's Corporation satisfies both the EPS and ROIIC thresholds, then the number of RSUs that vest may be increased or decreased based upon the McDonald's Corporation total shareholder return relative to the S&P 500 Index over the Performance Period. The number of RSUs earned will range from 0% to 200% of the target number of RSUs granted. F4 · derivative.exercise_date: Represents the target number of RSUs granted, subject to performance-based vesting conditions linked to diluted earnings per share ("EPS") growth and return on incremental invested capital ("ROIIC") for the period of January 1, 2019 through December 31, 2021 (the "Performance Period"). If McDonald's Corporation satisfies both the EPS and ROIIC thresholds, then the number of RSUs that vest may be increased or decreased based upon the McDonald's Corporation total shareholder return relative to the S&P 500 Index over the Performance Period. The number of RSUs earned will range from 0% to 200% of the target number of RSUs granted. Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:11 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 239,258 | $0.00 Strike: $174.15 | $0.00 |
DisclosureSEC source: 0001567619-19-004699 · doc1.xml · derivative · entry 4 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,258 Underlying: Common Stock · 239,258 shares Expires 2029-02-13 F3 · 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 13, 2019 Filed Feb 16, 2019 00:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 74,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-004699 · doc1.xml · derivative · entry 3 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 74,232 shares Expires 2019-02-13 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 RSU represents a right to acquire one share of McDonald's Corporation common stock. F1 · shares: As a result of the Company's performance against the pre-approved financial targets, the reporting person vested in 173.3% of the original grant of 42,834 performance-based restricted stock units ("RSUs"). F1 · derivative.underlying_shares: As a result of the Company's performance against the pre-approved financial targets, the reporting person vested in 173.3% of the original grant of 42,834 performance-based restricted stock units ("RSUs"). Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 32,023 | $174.15 | $5,576,805.45 |
DisclosureSEC source: 0001567619-19-004699 · doc1.xml · nonDerivative · entry 2 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,231 Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 74,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-004699 · doc1.xml · nonDerivative · entry 1 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,254 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 · shares: As a result of the Company's performance against the pre-approved financial targets, the reporting person vested in 173.3% of the original grant of 42,834 performance-based restricted stock units ("RSUs"). F2 · price: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 22:24 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 268 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-000880 · form4.xml · nonDerivative · entry 1 Easterbrook Stephen · CIK 0001500870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,717 F1 · shares: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing stock price of the Issuer's common stock on the date of grant. Read SEC document |
| October 24, 2018 Filed Oct 26, 2018 15:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 142,776 | $0.00 Strike: $116.73 | $0.00 |
DisclosureSEC source: 0001567619-18-004584 · doc1.xml · derivative · entry 7 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,776 Underlying: Common Stock · 142,776 shares Expires 2026-02-11 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, second, third and fourth anniversary dates of the grant. Read SEC document |
| October 24, 2018 Filed Oct 26, 2018 15:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 50,444 | $0.00 Strike: $97.15 | $0.00 |
DisclosureSEC source: 0001567619-18-004584 · doc1.xml · derivative · entry 6 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,444 Underlying: Common Stock · 50,444 shares Expires 2025-03-16 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. 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 |
| October 24, 2018 Filed Oct 26, 2018 15:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 7,903 | $0.00 Strike: $94.89 | $0.00 |
DisclosureSEC source: 0001567619-18-004584 · doc1.xml · derivative · entry 5 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,903 shares Expires 2024-02-12 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, second, third and fourth anniversary dates of the grant. Read SEC document |
| October 24, 2018 Filed Oct 26, 2018 15:00 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 201,123 | $175.63 | $35,323,232.49 |
DisclosureSEC source: 0001567619-18-004584 · doc1.xml · nonDerivative · entry 4 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,022 F1 · price: This transaction was executed in multiple trades at prices ranging from $174.52 to $177.00 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 24, 2018 Filed Oct 26, 2018 15:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 142,776 | $116.73 | $16,666,242.48 |
DisclosureSEC source: 0001567619-18-004584 · doc1.xml · nonDerivative · entry 3 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,145 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 24, 2018 Filed Oct 26, 2018 15:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 50,444 | $97.15 | $4,900,634.60 |
DisclosureSEC source: 0001567619-18-004584 · doc1.xml · nonDerivative · entry 2 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,369 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 24, 2018 Filed Oct 26, 2018 15:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 7,903 | $94.89 | $749,915.67 |
DisclosureSEC source: 0001567619-18-004584 · doc1.xml · nonDerivative · entry 1 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,925 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 30, 2018 Filed Oct 2, 2018 21:07 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 266 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-029137 · form4.xml · nonDerivative · entry 1 Easterbrook Stephen · CIK 0001500870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,449 F1 · shares: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares granted was determined by the closing price of the Issuer's common stock on the last trading day before the date of grant. Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 21:47 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-022710 · form4.xml · nonDerivative · entry 1 Easterbrook Stephen · CIK 0001500870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,183 F1 · shares: This figure represents the prorated number of shares granted to the Reporting Person as quarterly director compensation based on his election to the Issuer's Board of Directors on May 30, 2018. The Reporting Person elected to receive his quarterly director compensation in the form of shares, and the number of shares granted was determined using the closing price of the Issuer's common stock on the last trading day before the date of grant. Read SEC document |
| May 30, 2018 Filed May 31, 2018 23:50 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 2,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019429 · form4.xml · nonDerivative · entry 1 Easterbrook Stephen · CIK 0001500870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,080 F1 · shares: Represents annual equity grant as part of the Reporting Person's non-management director compensation. Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 16:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 34,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-014226 · doc1.xml · derivative · entry 3 Easterbrook Stephen · CIK 0001500870 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 34,312 shares Expires 2018-03-16 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. F2 · derivative.exercise_price: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. F1 · shares: As a result of the Company's performance against the pre-approved financial targets, the reporting person vested in 200% of the original grant of 34,312 performance-based restricted stock units ("RSUs"). F1 · derivative.underlying_shares: As a result of the Company's performance against the pre-approved financial targets, the reporting person vested in 200% of the original grant of 34,312 performance-based restricted stock units ("RSUs"). Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 16:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 30,401 | $162.36 | $4,935,906.36 |
DisclosureSEC source: 0001140361-18-014226 · doc1.xml · nonDerivative · entry 2 Easterbrook Stephen · CIK 0001500870 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,022 Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 16:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 68,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-014226 · doc1.xml · nonDerivative · entry 1 Easterbrook Stephen · CIK 0001500870 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,423 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 · shares: As a result of the Company's performance against the pre-approved financial targets, the reporting person vested in 200% of the original grant of 34,312 performance-based restricted stock units ("RSUs"). F2 · price: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 36,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-009407 · doc1.xml · derivative · entry 3 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,292 Underlying: Common Stock · 36,292 shares Expires 2021-02-19 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. F3 · shares: Represents the target number of RSUs granted, subject to performance-based vesting conditions linked to diluted earnings per share ("EPS") growth and return on incremental invested capital ("ROIIC") for the period of January 1, 2018 through December 31, 2020 (the "Performance Period"). If McDonald's Corporation satisfies both the EPS and ROIIC thresholds, then the number of RSUs that vest may be increased or decreased based upon the McDonald's Corporation total shareholder return relative to the S&P 500 Index over the Performance Period. The number of RSUs earned will range from 0% to 200% of the target number of RSUs granted. F3 · derivative.exercise_date: Represents the target number of RSUs granted, subject to performance-based vesting conditions linked to diluted earnings per share ("EPS") growth and return on incremental invested capital ("ROIIC") for the period of January 1, 2018 through December 31, 2020 (the "Performance Period"). If McDonald's Corporation satisfies both the EPS and ROIIC thresholds, then the number of RSUs that vest may be increased or decreased based upon the McDonald's Corporation total shareholder return relative to the S&P 500 Index over the Performance Period. The number of RSUs earned will range from 0% to 200% of the target number of RSUs granted. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 241,597 | $0.00 Strike: $157.79 | $0.00 |
DisclosureSEC source: 0001140361-18-009407 · doc1.xml · derivative · entry 2 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,597 Underlying: Common Stock · 241,597 shares Expires 2028-02-19 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 |
| November 21, 2017 Filed Nov 24, 2017 17:16 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 100,888 | $0.00 Strike: $97.15 | $0.00 |
DisclosureSEC source: 0001140361-17-043741 · doc1.xml · derivative · entry 7 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,888 Underlying: Common Stock · 100,888 shares Expires 2025-03-16 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. 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 21, 2017 Filed Nov 24, 2017 17:16 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 23,710 | $0.00 Strike: $94.89 | $0.00 |
DisclosureSEC source: 0001140361-17-043741 · doc1.xml · derivative · entry 6 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,903 Underlying: Common Stock · 23,710 shares Expires 2024-02-12 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, second, third and fourth anniversary dates of the grant. Read SEC document |
| November 21, 2017 Filed Nov 24, 2017 17:16 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 46,979 | $0.00 Strike: $98.42 | $0.00 |
DisclosureSEC source: 0001140361-17-043741 · doc1.xml · derivative · entry 5 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 46,979 shares Expires 2023-06-14 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_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| November 21, 2017 Filed Nov 24, 2017 17:16 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 171,577 | $168.32 | $28,879,840.64 |
DisclosureSEC source: 0001140361-17-043741 · doc1.xml · nonDerivative · entry 4 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,799 F1 · price: This transaction was executed in multiple trades at prices ranging from $168.10 to $169.02 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 |
| November 21, 2017 Filed Nov 24, 2017 17:16 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 100,888 | $97.15 | $9,801,269.20 |
DisclosureSEC source: 0001140361-17-043741 · doc1.xml · nonDerivative · entry 3 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,376 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 21, 2017 Filed Nov 24, 2017 17:16 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 23,710 | $94.89 | $2,249,841.90 |
DisclosureSEC source: 0001140361-17-043741 · doc1.xml · nonDerivative · entry 2 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,488 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 21, 2017 Filed Nov 24, 2017 17:16 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 46,979 | $98.42 | $4,623,673.18 |
DisclosureSEC source: 0001140361-17-043741 · doc1.xml · nonDerivative · entry 1 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,778 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 08, 2017 Filed Mar 10, 2017 22:47 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 42,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-000628 · edgar.xml · derivative · entry 3 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,939 Underlying: Common Stock · 42,939 shares Expires 2020-03-08 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 · shares: Subject to performance-based vesting conditions linked to net income growth and return on incremental invested capital ("ROIIC") for the period of January 1, 2017 through December 31, 2019 (the "Performance Period"). If McDonald's Corporation satisfies both the net income and ROIIC thresholds, then the number of RSUs that vest may be increased or decreased based upon the McDonald's Corporation total shareholder return relative to the S&P 500 Index over the Performance Period. The number of RSUs earned will range from 0% to 200% of the target number of RSUs granted. F3 · derivative.exercise_date: Subject to performance-based vesting conditions linked to net income growth and return on incremental invested capital ("ROIIC") for the period of January 1, 2017 through December 31, 2019 (the "Performance Period"). If McDonald's Corporation satisfies both the net income and ROIIC thresholds, then the number of RSUs that vest may be increased or decreased based upon the McDonald's Corporation total shareholder return relative to the S&P 500 Index over the Performance Period. The number of RSUs earned will range from 0% to 200% of the target number of RSUs granted. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 22:47 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 330,331 | $0.00 Strike: $128.09 | $0.00 |
DisclosureSEC source: 0001123292-17-000628 · edgar.xml · derivative · entry 2 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,331 Underlying: Common Stock · 330,331 shares Expires 2027-03-08 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 12, 2017 Filed Feb 14, 2017 23:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 6,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-000408 · edgar.xml · derivative · entry 3 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,324 shares Expires 2017-02-12 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 ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. As a result of the Company's performance against the performance-based vesting condition, the reporting person vested in 35.0% of the original grant of 6,324 RSUs, and the remaining 4,110 RSUs were forfeited. Read SEC document |
| February 12, 2017 Filed Feb 14, 2017 23:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 691 | $125.82 | $86,941.62 |
DisclosureSEC source: 0001123292-17-000408 · edgar.xml · nonDerivative · entry 2 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,799 Read SEC document |
| February 12, 2017 Filed Feb 14, 2017 23:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-000408 · edgar.xml · nonDerivative · entry 1 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,490 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 · price: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. As a result of the Company's performance against the performance-based vesting condition, the reporting person vested in 35.0% of the original grant of 6,324 RSUs, and the remaining 4,110 RSUs were forfeited. Read SEC document |
| August 01, 2016 Filed Aug 3, 2016 20:27 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 2,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-074629 · doc1.xml · derivative · entry 3 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,350 shares Expires 2016-08-01 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_price: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. As a result of the Company's performance against the performance-based vesting condition, the reporting person vested in 25.00% of the original grant of 9,399 RSUs, and the remaining 7,049 RSUs were forfeited. Read SEC document |
| August 01, 2016 Filed Aug 3, 2016 20:27 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 1,074 | $122.51 | $131,575.74 |
DisclosureSEC source: 0001140361-16-074629 · doc1.xml · nonDerivative · entry 2 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,276 Read SEC document |
| August 01, 2016 Filed Aug 3, 2016 20:27 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-074629 · doc1.xml · nonDerivative · entry 1 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,350 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 · price: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. As a result of the Company's performance against the performance-based vesting condition, the reporting person vested in 25.00% of the original grant of 9,399 RSUs, and the remaining 7,049 RSUs were forfeited. Read SEC document |
| February 11, 2016 Filed Feb 16, 2016 18:24 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 42,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-052917 · doc1.xml · derivative · entry 2 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,834 Underlying: Common Stock · 42,834 shares Expires 2019-02-11 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 · shares: Subject to performance-based vesting conditions linked to net income growth and return on incremental invested capital ("ROIIC") for the period of January 1, 2016 through December 31, 2018 (the "Performance Period"). If McDonald's Corporation satisfies both the net income and ROIIC thresholds, then the number of RSUs that vest may be increased or decreased based upon the McDonald's Corporation total shareholder return relative to the S&P 500 Index over the Performance Period. The number of RSUs earned will range from 0% to 200% of the target number of RSUs granted. F3 · derivative.exercise_date: Subject to performance-based vesting conditions linked to net income growth and return on incremental invested capital ("ROIIC") for the period of January 1, 2016 through December 31, 2018 (the "Performance Period"). If McDonald's Corporation satisfies both the net income and ROIIC thresholds, then the number of RSUs that vest may be increased or decreased based upon the McDonald's Corporation total shareholder return relative to the S&P 500 Index over the Performance Period. The number of RSUs earned will range from 0% to 200% of the target number of RSUs granted. Read SEC document |
| February 11, 2016 Filed Feb 16, 2016 18:24 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 285,552 | $0.00 Strike: $116.73 | $0.00 |
DisclosureSEC source: 0001140361-16-052917 · doc1.xml · derivative · entry 1 Easterbrook Stephen · CIK 0001500870 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,552 Underlying: Common Stock · 285,552 shares Expires 2026-02-11 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 |
| March 16, 2015 Filed Mar 18, 2015 21:42 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 34,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-15-000596 · edgar.xml · derivative · entry 2 Easterbrook Stephen · CIK 0001500870 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,312 Underlying: Common Stock · 34,312 shares Expires 2018-03-16 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 · shares: Subject to performance vesting condition based on diluted earnings per share growth. The amount reported represents the target amount of the award. Based on actual performance, the reporting person may earn between 0% and 200% of the amount reported. F3 · derivative.exercise_date: Subject to performance vesting condition based on diluted earnings per share growth. The amount reported represents the target amount of the award. Based on actual performance, the reporting person may earn between 0% and 200% of the amount reported. Read SEC document |
| March 16, 2015 Filed Mar 18, 2015 21:42 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 201,776 | $0.00 Strike: $97.15 | $0.00 |
DisclosureSEC source: 0001123292-15-000596 · edgar.xml · derivative · entry 1 Easterbrook Stephen · CIK 0001500870 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,776 Underlying: Common Stock · 201,776 shares Expires 2025-03-16 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 12, 2014 Filed Feb 14, 2014 19:42 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 6,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-007681 · doc1.xml · derivative · entry 2 Easterbrook Stephen · CIK 0001500870 · EVP - Chief Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,324 Underlying: Common Stock · 6,324 shares Expires 2017-02-12 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: Subject to performance vesting condition based on diluted earnings per share growth. Read SEC document |
| February 12, 2014 Filed Feb 14, 2014 19:42 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 31,613 | $0.00 Strike: $94.89 | $0.00 |
DisclosureSEC source: 0001140361-14-007681 · doc1.xml · derivative · entry 1 Easterbrook Stephen · CIK 0001500870 · EVP - Chief Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,613 Underlying: Common Stock · 31,613 shares Expires 2024-02-12 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 |
| June 14, 2013 Filed Jun 18, 2013 19:00 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 9,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-025569 · doc1.xml · derivative · entry 2 Easterbrook Stephen · CIK 0001500870 · EVP - Chief Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,399 Underlying: Common Stock · 9,399 shares Expires 2016-06-14 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: Subject to performance vesting condition based on diluted earnings per share growth. Read SEC document |
| June 14, 2013 Filed Jun 18, 2013 19:00 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 46,979 | $0.00 Strike: $98.42 | $0.00 |
DisclosureSEC source: 0001140361-13-025569 · doc1.xml · derivative · entry 1 Easterbrook Stephen · CIK 0001500870 · EVP - Chief Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,979 Underlying: Common Stock · 46,979 shares Expires 2023-06-14 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 15, 2011 Filed Sep 16, 2011 20:36 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 3,734 | $0.00 Strike: $63.25 | $0.00 |
DisclosureSEC source: 0001140361-11-046206 · doc1.xml · derivative · entry 11 Easterbrook Stephen · CIK 0001500870 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,202 Underlying: Common Stock · 3,734 shares Expires 2020-02-10 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, second, third and fourth anniversary dates of the grant. Read SEC document |
| September 15, 2011 Filed Sep 16, 2011 20:36 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 4,138 | $0.00 Strike: $57.08 | $0.00 |
DisclosureSEC source: 0001140361-11-046206 · doc1.xml · derivative · entry 10 Easterbrook Stephen · CIK 0001500870 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,276 Underlying: Common Stock · 4,138 shares Expires 2019-02-11 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, second, third and fourth anniversary dates of the grant. 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.