Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | Director | September 30, 2026 | October 02, 2026 |
| Progyny, Inc.PGNY · Entity 4521 | Director | May 21, 2026 | May 26, 2026 |
| Surgery Partners, Inc.SGRY · Entity 4534 | Director | June 05, 2026 | June 09, 2026 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | April 01, 2018 | April 03, 2018 |
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 September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 16,309.43 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 156.97 · Balance 16,309.43 F1: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors' Deferred Compensation Plan (the "Plan"). F2: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4: Includes shares acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors' Deferred Compensation Plan (the "Plan").
F2: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation.
F3: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board.
F4: Includes shares acquired through dividend reinvestment.
Progyny, Inc.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,519 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 6,792 · Balance 26,519 F1: Represents the number of shares of Issuer common stock underlying restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer common stock. The RSUs will vest on the earlier of (i) May 21, 2027 or (ii) the calendar day immediately preceding the date of the Issuer's first annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service on such date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.69 · Expires 2036-05-20 | Direct | 28,203 |
Reported balance
After 2026-05-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-21 · Grant · Acquired 28,203 · Balance 28,203 F2: The shares subject to the option will vest on the earlier of (i) May 21, 2027 or (ii) the calendar day immediately preceding the date of the Issuer's first annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service on such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of Issuer common stock underlying restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer common stock. The RSUs will vest on the earlier of (i) May 21, 2027 or (ii) the calendar day immediately preceding the date of the Issuer's first annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service on such date.
F2: The shares subject to the option will vest on the earlier of (i) May 21, 2027 or (ii) the calendar day immediately preceding the date of the Issuer's first annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service on such date.
Surgery Partners, Inc.
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,670 |
Reported balance
After 2026-06-05 transaction · row 1
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 11,670 · Balance 11,670 F1: Shares will vest on June 5, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares will vest on June 5, 2027.
WELLS FARGO & COMPANY/MN
Report date April 01, 2018 · Filed April 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 23,847.7208 |
Reported balance
After 2018-04-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-04-01 · Grant · Acquired 357.7561 · Balance 23,847.7208 F1: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2: Deferred compensation shares payable in installments based upon director's election. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 13,008.359 |
Reported balance
Holding disclosure · report date 2018-04-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 13,008.359 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Family Trust | 35,095 |
Reported balance
Holding disclosure · report date 2018-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 35,095 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Ira | 264 |
Reported balance
Holding disclosure · report date 2018-04-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 264 |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock.
F2: Deferred compensation shares payable in installments based upon director's election.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Bolt Projects Holdings, Inc.
Report date August 13, 2024 · Filed August 16, 2024
Section 16 reporting ended · disclosed 2024-08-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,000 |
Reported balance
After 2024-08-13 transaction · row 1
1 source rowRow 1 · 2024-08-13 · Conversion · Acquired 35,000 · Balance 35,000 F1: Represents 35,000 shares of common stock of the Issuer acquired upon conversion of 35,000 share of Class B common stock of the Issuer (f/k/a Golden Arrow Merger Corp.) upon the closing of the business combination (the "Closing") by and among the Issuer, Beam Merger Sub, Inc. ("Merger Sub"), a Delaware corporation, and Bolt Threads, Inc. ("Bolt Threads"), a Delaware corporation, pursuant to a business combination agreement entered into on October 4, 2023 (as amended, the "Business Combination Agreement"). At the Closing, Merger Sub merged with and into Bolt Threads, with Bolt Threads surviving the merger and becoming a wholly-owned direct subsidiary of the Issuer, and the Issuer was renamed to Bolt Projects Holdings, Inc. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-08-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-08-13 · Conversion · Disposed 35,000 · Balance 0 F2: The shares of Class B common stock automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-253465), as amended (the "Registration Statement"). F1: Represents 35,000 shares of common stock of the Issuer acquired upon conversion of 35,000 share of Class B common stock of the Issuer (f/k/a Golden Arrow Merger Corp.) upon the closing of the business combination (the "Closing") by and among the Issuer, Beam Merger Sub, Inc. ("Merger Sub"), a Delaware corporation, and Bolt Threads, Inc. ("Bolt Threads"), a Delaware corporation, pursuant to a business combination agreement entered into on October 4, 2023 (as amended, the "Business Combination Agreement"). At the Closing, Merger Sub merged with and into Bolt Threads, with Bolt Threads surviving the merger and becoming a wholly-owned direct subsidiary of the Issuer, and the Issuer was renamed to Bolt Projects Holdings, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 35,000 shares of common stock of the Issuer acquired upon conversion of 35,000 share of Class B common stock of the Issuer (f/k/a Golden Arrow Merger Corp.) upon the closing of the business combination (the "Closing") by and among the Issuer, Beam Merger Sub, Inc. ("Merger Sub"), a Delaware corporation, and Bolt Threads, Inc. ("Bolt Threads"), a Delaware corporation, pursuant to a business combination agreement entered into on October 4, 2023 (as amended, the "Business Combination Agreement"). At the Closing, Merger Sub merged with and into Bolt Threads, with Bolt Threads surviving the merger and becoming a wholly-owned direct subsidiary of the Issuer, and the Issuer was renamed to Bolt Projects Holdings, Inc.
F2: The shares of Class B common stock automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-253465), as amended (the "Registration Statement").
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, 2026 Filed Oct 2, 2026 23:12 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 156.97 | $230.94 | $36,250.65 |
DisclosureSEC source: 0001332215-26-000004 · form4.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,309.43 Underlying: Common Stock · 156.97 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 21:55 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 134.11 | $270.31 | $36,251.27 |
DisclosureSEC source: 0001332215-26-000002 · form4.xml · derivative · entry 2 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,032.49 Underlying: Common Stock · 134.11 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 20:27 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 11,670 | $13.71 | $159,995.70 |
DisclosureSEC source: 0001638833-26-000059 · wk-form4_1781036869.xml · nonDerivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,670 F1 · shares: Shares will vest on June 5, 2027. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:24 UTC | Progyny, Inc. PGNY · Entity 4521 | GrantStock Option (Right to Buy) · Derivative | 28,203 | $0.00 Strike: $24.69 | $0.00 |
DisclosureSEC source: 0001551306-26-000105 · wk-form4_1779827083.xml · derivative · entry 2 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,203 Underlying: Common Stock · 28,203 shares Expires 2036-05-20 F2 · derivative.exercise_date: The shares subject to the option will vest on the earlier of (i) May 21, 2027 or (ii) the calendar day immediately preceding the date of the Issuer's first annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service on such date. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:24 UTC | Progyny, Inc. PGNY · Entity 4521 | GrantCommon Stock | 6,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001551306-26-000105 · wk-form4_1779827083.xml · nonDerivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,519 F1 · shares: Represents the number of shares of Issuer common stock underlying restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer common stock. The RSUs will vest on the earlier of (i) May 21, 2027 or (ii) the calendar day immediately preceding the date of the Issuer's first annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service on such date. Read SEC document |
| March 31, 2026 Filed Jul 2, 2026 21:55 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 116.64 | $310.79 | $36,250.55 |
DisclosureSEC source: 0001332215-26-000002 · form4.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,796.34 Underlying: Common Stock · 116.64 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 16:51 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 789.35 | $305.63 | $241,249.04 |
DisclosureSEC source: 0000063908-26-000017 · form4.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,590.83 Underlying: Common Stock · 789.35 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 16:37 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 119.29 | $303.89 | $36,251.04 |
DisclosureSEC source: 0000063908-25-000044 · form4.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,715.6 Underlying: Common Stock · 119.29 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 18:58 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 124.07 | $292.17 | $36,249.53 |
DisclosureSEC source: 0001567619-25-000354 · form4.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,387.55 Underlying: Common Stock · 124.07 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| May 22, 2025 Filed May 28, 2025 01:47 UTC | Progyny, Inc. PGNY · Entity 4521 | GrantStock Option (Right to Buy) · Derivative | 2,200 | $0.00 Strike: $20.89 | $0.00 |
DisclosureSEC source: 0001551306-25-000113 · wk-form4_1748396825.xml · derivative · entry 3 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,200 Underlying: Common Stock · 2,200 shares Expires 2035-05-21 F3 · derivative.exercise_date: The shares subject to the option will vest 25% on the first anniversary of the grant date, with the remainder vesting in equal quarterly installments through the fourth anniversary of the grant date, subject to the Reporting Person's continued service on each applicable vesting date. Read SEC document |
| May 22, 2025 Filed May 28, 2025 01:47 UTC | Progyny, Inc. PGNY · Entity 4521 | GrantStock Option (Right to Buy) · Derivative | 31,617 | $0.00 Strike: $20.89 | $0.00 |
DisclosureSEC source: 0001551306-25-000113 · wk-form4_1748396825.xml · derivative · entry 2 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,617 Underlying: Common Stock · 31,617 shares Expires 2035-05-21 F2 · derivative.exercise_date: The shares subject to the option will vest on May 22, 2026, subject to the Reporting Person's continued service on such date. Read SEC document |
| May 22, 2025 Filed May 28, 2025 01:47 UTC | Progyny, Inc. PGNY · Entity 4521 | GrantCommon Stock | 8,026 | $0.00 | $0.00 |
DisclosureSEC source: 0001551306-25-000113 · wk-form4_1748396825.xml · nonDerivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,727 F1 · shares: Represents the number of shares of Issuer common stock underlying restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer common stock. The RSUs will vest on May 22, 2026, subject to the Reporting Person's continued service on such date. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:38 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 116.05 | $312.37 | $36,250.54 |
DisclosureSEC source: 0001567619-25-000258 · form4.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,302.11 Underlying: Common Stock · 116.05 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:27 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 700.47 | $289.89 | $203,059.25 |
DisclosureSEC source: 0001567619-25-000008 · form4.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,105.35 Underlying: Common Stock · 700.47 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 20:40 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 119.04 | $304.51 | $36,248.87 |
DisclosureSEC source: 0000063908-24-000142 · form4.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,199.94 Underlying: Common Stock · 119.04 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| August 13, 2024 Filed Aug 16, 2024 00:11 UTC | Bolt Projects Holdings, Inc. BSLK · Entity 65458 | ConversionClass B Common Stock · Derivative | 35,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-24-069894 · ownership.xml · derivative · entry 2 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,000 shares Expires not disclosed 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: The shares of Class B common stock automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-253465), as amended (the "Registration Statement"). F1 · kind: Represents 35,000 shares of common stock of the Issuer acquired upon conversion of 35,000 share of Class B common stock of the Issuer (f/k/a Golden Arrow Merger Corp.) upon the closing of the business combination (the "Closing") by and among the Issuer, Beam Merger Sub, Inc. ("Merger Sub"), a Delaware corporation, and Bolt Threads, Inc. ("Bolt Threads"), a Delaware corporation, pursuant to a business combination agreement entered into on October 4, 2023 (as amended, the "Business Combination Agreement"). At the Closing, Merger Sub merged with and into Bolt Threads, with Bolt Threads surviving the merger and becoming a wholly-owned direct subsidiary of the Issuer, and the Issuer was renamed to Bolt Projects Holdings, Inc. F1 · price: Represents 35,000 shares of common stock of the Issuer acquired upon conversion of 35,000 share of Class B common stock of the Issuer (f/k/a Golden Arrow Merger Corp.) upon the closing of the business combination (the "Closing") by and among the Issuer, Beam Merger Sub, Inc. ("Merger Sub"), a Delaware corporation, and Bolt Threads, Inc. ("Bolt Threads"), a Delaware corporation, pursuant to a business combination agreement entered into on October 4, 2023 (as amended, the "Business Combination Agreement"). At the Closing, Merger Sub merged with and into Bolt Threads, with Bolt Threads surviving the merger and becoming a wholly-owned direct subsidiary of the Issuer, and the Issuer was renamed to Bolt Projects Holdings, Inc. F2 · derivative.exercise_date: The shares of Class B common stock automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-253465), as amended (the "Registration Statement"). F2 · derivative.expiration_date: The shares of Class B common stock automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-253465), as amended (the "Registration Statement"). Read SEC document |
| August 13, 2024 Filed Aug 16, 2024 00:11 UTC | Bolt Projects Holdings, Inc. BSLK · Entity 65458 | ConversionCommon Stock | 35,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-24-069894 · ownership.xml · nonDerivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents 35,000 shares of common stock of the Issuer acquired upon conversion of 35,000 share of Class B common stock of the Issuer (f/k/a Golden Arrow Merger Corp.) upon the closing of the business combination (the "Closing") by and among the Issuer, Beam Merger Sub, Inc. ("Merger Sub"), a Delaware corporation, and Bolt Threads, Inc. ("Bolt Threads"), a Delaware corporation, pursuant to a business combination agreement entered into on October 4, 2023 (as amended, the "Business Combination Agreement"). At the Closing, Merger Sub merged with and into Bolt Threads, with Bolt Threads surviving the merger and becoming a wholly-owned direct subsidiary of the Issuer, and the Issuer was renamed to Bolt Projects Holdings, Inc. F1 · price: Represents 35,000 shares of common stock of the Issuer acquired upon conversion of 35,000 share of Class B common stock of the Issuer (f/k/a Golden Arrow Merger Corp.) upon the closing of the business combination (the "Closing") by and among the Issuer, Beam Merger Sub, Inc. ("Merger Sub"), a Delaware corporation, and Bolt Threads, Inc. ("Bolt Threads"), a Delaware corporation, pursuant to a business combination agreement entered into on October 4, 2023 (as amended, the "Business Combination Agreement"). At the Closing, Merger Sub merged with and into Bolt Threads, with Bolt Threads surviving the merger and becoming a wholly-owned direct subsidiary of the Issuer, and the Issuer was renamed to Bolt Projects Holdings, Inc. Read SEC document |
| June 28, 2024 Filed Jul 1, 2024 20:34 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 142.25 | $254.84 | $36,250.99 |
DisclosureSEC source: 0000063908-24-000109 · form4.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,006.95 Underlying: Common Stock · 142.25 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| May 23, 2024 Filed May 29, 2024 01:45 UTC | Progyny, Inc. PGNY · Entity 4521 | GrantStock Option (Right to Buy) · Derivative | 23,212 | $0.00 Strike: $27.15 | $0.00 |
DisclosureSEC source: 0001551306-24-000120 · wk-form4_1716947092.xml · derivative · entry 2 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,212 Underlying: Common Stock · 23,212 shares Expires 2034-05-22 F2 · derivative.exercise_date: The shares subject to the option will vest on May 23, 2025, subject to the Reporting Person's continued service on such date. Read SEC document |
| May 23, 2024 Filed May 29, 2024 01:45 UTC | Progyny, Inc. PGNY · Entity 4521 | GrantCommon Stock | 5,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001551306-24-000120 · wk-form4_1716947092.xml · nonDerivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,701 F1 · shares: Represents the number of shares of Issuer common stock underlying restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer common stock. The RSUs will vest on May 23, 2025, subject to the Reporting Person's continued service on such date. Read SEC document |
| March 29, 2024 Filed Apr 2, 2024 20:03 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 128.57 | $281.95 | $36,250.31 |
DisclosureSEC source: 0000063908-24-000085 · form4.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,780.51 Underlying: Common Stock · 128.57 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 21:27 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 789.67 | $296.51 | $234,145.05 |
DisclosureSEC source: 0000063908-24-000021 · form4.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,576.7 Underlying: Common Stock · 789.67 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 20:34 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 109.13 | $263.44 | $28,749.21 |
DisclosureSEC source: 0000063908-23-000094 · form4.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,712.72 Underlying: Common Stock · 109.13 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 21:01 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 96.34 | $298.41 | $28,748.82 |
DisclosureSEC source: 0000063908-23-000067 · form4.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,540.43 Underlying: Common Stock · 96.34 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment Read SEC document |
| May 24, 2023 Filed May 26, 2023 21:02 UTC | Progyny, Inc. PGNY · Entity 4521 | GrantStock Option (Right to Buy) · Derivative | 2,007 | $19.93 Strike: $38.24 | $39,999.51 |
DisclosureSEC source: 0001628280-23-019975 · wf-form4_168513492200482.xml · derivative · entry 3 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,007 Underlying: Common Stock · 2,007 shares Expires 2033-05-23 F3 · price: This option was issued to the Reporting Person in lieu of annual retainers for board and committee service. The shares underlying the option reflect payment of the Reporting Person's annual retainer of $39,994. F2 · derivative.exercise_date: The shares subject to the Option shall vest on May 24, 2024, subject to the Reporting Person continuing to provide service through such date. Read SEC document |
| May 24, 2023 Filed May 26, 2023 21:02 UTC | Progyny, Inc. PGNY · Entity 4521 | GrantStock Option (Right to Buy) · Derivative | 16,990 | $0.00 Strike: $38.24 | $0.00 |
DisclosureSEC source: 0001628280-23-019975 · wf-form4_168513492200482.xml · derivative · entry 2 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,990 Underlying: Common Stock · 16,990 shares Expires 2033-05-23 F2 · derivative.exercise_date: The shares subject to the Option shall vest on May 24, 2024, subject to the Reporting Person continuing to provide service through such date. Read SEC document |
| May 24, 2023 Filed May 26, 2023 21:02 UTC | Progyny, Inc. PGNY · Entity 4521 | GrantCommon Stock | 3,654 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-019975 · wf-form4_168513492200482.xml · nonDerivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,554 F1 · shares: Represents the number of shares of Issuer common stock underlying restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer common stock. The RSUs shall vest on May 24, 2024, subject to the Reporting Person continuing to provide service through such date. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 18:11 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 102.82 | $279.61 | $28,749.50 |
DisclosureSEC source: 0000063908-23-000022 · form4.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,385.03 Underlying: Common Stock · 102.82 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 19:41 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 835.59 | $263.53 | $220,203.03 |
DisclosureSEC source: 0001567619-23-000131 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,218.19 Underlying: Common Stock · 835.59 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| October 24, 2022 Filed Oct 26, 2022 21:38 UTC | Progyny, Inc. PGNY · Entity 4521 | GrantStock Option (Right to Buy) · Derivative | 584 | $0.00 Strike: $38.22 | $0.00 |
DisclosureSEC source: 0001628280-22-027104 · wf-form4_166682027184768.xml · derivative · entry 3 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 584 Underlying: Common Stock · 584 shares Expires 2032-10-23 F3 · price: This option was issued to the Reporting Person in lieu of annual retainers for board and committee service. The shares underlying the option reflect a 50% payment of the Reporting Person's annual retainers of $11,615.28. F2 · derivative.exercise_date: The shares subject to the Option shall vest on May 23, 2023, subject to the Reporting Person continuing to provide service through such date. Read SEC document |
| October 24, 2022 Filed Oct 26, 2022 21:38 UTC | Progyny, Inc. PGNY · Entity 4521 | GrantStock Option (Right to Buy) · Derivative | 14,500 | $0.00 Strike: $38.22 | $0.00 |
DisclosureSEC source: 0001628280-22-027104 · wf-form4_166682027184768.xml · derivative · entry 2 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,500 Underlying: Common Stock · 14,500 shares Expires 2032-10-23 F2 · derivative.exercise_date: The shares subject to the Option shall vest on May 23, 2023, subject to the Reporting Person continuing to provide service through such date. Read SEC document |
| October 24, 2022 Filed Oct 26, 2022 21:38 UTC | Progyny, Inc. PGNY · Entity 4521 | GrantCommon Stock | 2,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-027104 · wf-form4_166682027184768.xml · nonDerivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,900 F1 · shares: Represents the number of shares of Issuer common stock underlying restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer common stock. The RSUs shall vest on May 23, 2023, subject to the Reporting Person continuing to provide service through such date. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 15:08 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 124.6 | $230.74 | $28,750.20 |
DisclosureSEC source: 0001567619-22-018087 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,324.84 Underlying: Common Stock · 124.6 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| August 30, 2022 Filed Sep 1, 2022 20:47 UTC | Progyny, Inc. PGNY · Entity 4521 | GrantCommon Stock · Derivative | 44,000 | $0.00 Strike: $40.36 | $0.00 |
DisclosureSEC source: 0001628280-22-024159 · wf-form4_166206524313774.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,000 Underlying: Common Stock · 44,000 shares Expires 2032-08-30 F1 · derivative.exercise_date: The Option shall vest as to 25% of the shares subject to the option on August 30,2023, with the remainder vesting in equal quarterly installments through the fourth anniversary of the grant date, subject to the Reporting Person continuing to provide service through the applicable vesting dates. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 17:02 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 116.45 | $246.88 | $28,749.18 |
DisclosureSEC source: 0001567619-22-013625 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,145.32 Underlying: Common Stock · 116.45 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 18:07 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 116.27 | $247.28 | $28,751.25 |
DisclosureSEC source: 0001567619-22-007936 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,971.43 Underlying: Common Stock · 116.27 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 17:02 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 797.37 | $268.07 | $213,750.98 |
DisclosureSEC source: 0001567619-22-000149 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,797.04 Underlying: Common Stock · 797.37 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will be deferred until at least April of the year following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will be deferred until at least April of the year following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 21:02 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 119.24 | $241.11 | $28,749.96 |
DisclosureSEC source: 0001567619-21-017758 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,952.96 Underlying: Common Stock · 119.24 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 23:41 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 124.46 | $230.99 | $28,749.02 |
DisclosureSEC source: 0001567619-21-012877 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,786.69 Underlying: Common Stock · 124.46 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 14:01 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 128.27 | $224.14 | $28,750.44 |
DisclosureSEC source: 0001567619-21-007421 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,615.2 Underlying: Common Stock · 128.27 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 17:03 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 996.13 | $214.58 | $213,749.58 |
DisclosureSEC source: 0001567619-21-000157 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,437.56 Underlying: Common Stock · 996.13 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 15:01 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 98.24 | $219.49 | $21,562.70 |
DisclosureSEC source: 0001567619-20-017399 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,397.02 Underlying: Common Stock · 98.24 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 18:01 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 122.88 | $184.47 | $22,667.67 |
DisclosureSEC source: 0001567619-20-012780 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,257.98 Underlying: Common Stock · 122.88 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 15:07 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 173.87 | $165.35 | $28,749.40 |
DisclosureSEC source: 0001567619-20-007348 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,088.34 Underlying: Common Stock · 173.87 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 18:12 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,054.23 | $197.61 | $208,326.39 |
DisclosureSEC source: 0001567619-20-000201 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,856.94 Underlying: Common Stock · 1,054.23 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 19:00 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 132.83 | $214.71 | $28,519.93 |
DisclosureSEC source: 0001567619-19-019041 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,766.29 Underlying: Common Stock · 132.83 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| June 30, 2019 Filed Jul 2, 2019 16:28 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 132.43 | $207.66 | $27,500.41 |
DisclosureSEC source: 0001567619-19-014228 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,602.5 Underlying: Common Stock · 132.43 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 19:08 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionPhantom Stock · Derivative | 462.48 | $189.90 | $87,824.95 |
DisclosureSEC source: 0001567619-19-008134 · doc1.xml · derivative · entry 4 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,439.11 Underlying: Common Stock · 462.48 shares Expires not disclosed 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 share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Plan. F1 · kind: Settlement of phantom stock pursuant to the Director's Deferral Compensation Plan (the "Plan") in a transaction exempt under Rules 16b-6(b) and 16b-3(e). F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 19:08 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 144.81 | $189.90 | $27,499.42 |
DisclosureSEC source: 0001567619-19-008134 · doc1.xml · derivative · entry 3 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,901.59 Underlying: Common Stock · 144.81 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Plan. F3 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 19:08 UTC | MCDONALDS CORP MCD · Entity 2849 | Disposition to issuerCommon Stock | 462.48 | $189.90 | $87,824.95 |
DisclosureSEC source: 0001567619-19-008134 · doc1.xml · nonDerivative · entry 2 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Settlement of phantom stock pursuant to the Director's Deferral Compensation Plan (the "Plan") in a transaction exempt under Rules 16b-6(b) and 16b-3(e). 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.