Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | Director | December 03, 2007 | December 05, 2007 |
| MORGAN STANLEYMWD · Entity 2815 | Director | December 16, 2005 | January 11, 2006 |
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 December 03, 2007 · Filed December 05, 2007
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 603 |
Reported balance
After 2007-12-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2007-12-03 · Grant · Acquired 603 · Balance 603 F1: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan. The phantom stock converts to common stock on a one-for-one basis. F2: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F3: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. |
| Common StockSEC Table I · non-derivative | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2007-12-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan. The phantom stock converts to common stock on a one-for-one basis.
F2: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested.
F3: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election.
MORGAN STANLEY
Report date December 16, 2005 · Filed January 11, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 15,534 |
Reported balance
After 2005-12-16 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2005-12-16 · Gift · Acquired 15,534 · Balance 15,534 F1: 185,869 shares of common stock were transferred on July 18, 2005 from the reporting person's trust to a grantor retained annuity trust for which the reporting person is the sole trustee. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 6,389 |
Reported balance
After 2005-12-23 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2005-12-23 · Gift · Disposed 9,145 · Balance 6,389 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 7,767 |
Reported balance
After 2005-12-16 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2005-12-16 · Gift · Disposed 15,534 · Balance 7,767 |
| Common StockSEC Table I · non-derivative | Direct | 5,354.911 |
Reported balance
Holding disclosure · report date 2005-12-16 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,354.911 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 6,244 |
Reported balance
Holding disclosure · report date 2005-12-16 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 6,244 |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 185,869 |
Reported balance
Holding disclosure · report date 2005-12-16 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 185,869 F1: 185,869 shares of common stock were transferred on July 18, 2005 from the reporting person's trust to a grantor retained annuity trust for which the reporting person is the sole trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: 185,869 shares of common stock were transferred on July 18, 2005 from the reporting person's trust to a grantor retained annuity trust for which the reporting person is the sole trustee.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 03, 2007 Filed Dec 5, 2007 21:23 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 603 | $59.83 | $36,077.49 |
DisclosureSEC source: 0001140361-07-023555 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603 Underlying: Common Stock · 603 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. Read SEC document |
| September 28, 2007 Filed Oct 2, 2007 15:45 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 670 | $54.47 | $36,494.90 |
DisclosureSEC source: 0001140361-07-019029 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670 Underlying: Common Stock · 670 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. Read SEC document |
| June 29, 2007 Filed Jul 3, 2007 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 680 | $50.76 | $34,516.80 |
DisclosureSEC source: 0001140361-07-013398 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 680 Underlying: Common Stock · 680 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. Read SEC document |
| March 30, 2007 Filed Apr 3, 2007 20:28 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 932 | $45.05 | $41,986.60 |
DisclosureSEC source: 0001140361-07-007011 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 932 Underlying: Common Stock · 932 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. Read SEC document |
| December 29, 2006 Filed Jan 3, 2007 14:35 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,917 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-07-000062 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,917 Underlying: Common Stock · 1,917 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. Read SEC document |
| December 01, 2006 Filed Dec 5, 2006 18:42 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 461 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-017493 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 461 Underlying: Common Stock · 461 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. Read SEC document |
| September 29, 2006 Filed Oct 3, 2006 19:11 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 818 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-014012 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 818 Underlying: Common Stock · 818 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. Read SEC document |
| June 30, 2006 Filed Jul 5, 2006 19:43 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 714 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-009906 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714 Underlying: Common Stock · 714 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. Read SEC document |
| March 31, 2006 Filed Apr 3, 2006 19:55 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 815 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-005062 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 815 Underlying: Common Stock · 815 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| December 30, 2005 Filed Jan 3, 2006 20:13 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 2,521 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-000048 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,521 Underlying: Common Stock · 2,521 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| December 23, 2005 Filed Jan 11, 2006 17:15 UTC | MORGAN STANLEY MWD · Entity 2815 | GiftCommon Stock | 9,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-003100 · doc4.xml · nonDerivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 6,389 Read SEC document |
| December 16, 2005 Filed Jan 11, 2006 17:15 UTC | MORGAN STANLEY MWD · Entity 2815 | GiftCommon Stock | 15,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-003100 · doc4.xml · nonDerivative · entry 3 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 7,767 Read SEC document |
| December 16, 2005 Filed Jan 11, 2006 17:15 UTC | MORGAN STANLEY MWD · Entity 2815 | GiftCommon Stock | 15,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-003100 · doc4.xml · nonDerivative · entry 1 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 15,534 F1 · ownership.nature: 185,869 shares of common stock were transferred on July 18, 2005 from the reporting person's trust to a grantor retained annuity trust for which the reporting person is the sole trustee. Read SEC document |
| December 01, 2005 Filed Dec 2, 2005 21:23 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-05-010514 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270 Underlying: Common Stock · 270 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| September 30, 2005 Filed Oct 4, 2005 16:29 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 836 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-05-007911 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 836 Underlying: Common Stock · 836 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| June 30, 2005 Filed Jul 5, 2005 16:36 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 901 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-05-004963 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 901 Underlying: Common Stock · 901 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| April 07, 2005 Filed Apr 8, 2005 17:09 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 8,000 | $0.00 Strike: $11.69 | $0.00 |
DisclosureSEC source: 0001209191-05-020071 · doc4.xml · derivative · entry 5 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2005-05-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Initial vesting date of ratably vested stock options, all of which are presently exercisable. Read SEC document |
| April 07, 2005 Filed Apr 8, 2005 17:09 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionCommon Stock | 8,000 | $11.69 | $93,520.00 |
DisclosureSEC source: 0001209191-05-020071 · doc4.xml · nonDerivative · entry 1 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 185,869 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 31, 2005 Filed Apr 1, 2005 19:42 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 835 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-05-002593 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 835 Underlying: Common Stock · 835 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| March 15, 2005 Filed Mar 17, 2005 16:15 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 1,274.427 | $58.85 | $75,000.03 |
DisclosureSEC source: 0001209191-05-016309 · doc4.xml · nonDerivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,274.427 F1 · kind: Stock Units acquired under the deferred compensation provisions of Morgan Stanley's Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| March 15, 2005 Filed Mar 17, 2005 16:15 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-016309 · doc4.xml · nonDerivative · entry 1 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 F1 · kind: Stock Units acquired under the deferred compensation provisions of Morgan Stanley's Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 01, 2005 Filed Jan 4, 2005 18:25 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantNon-Qualified Stock Option (Right To Buy) · Derivative | 6,000 | $0.00 Strike: $55.52 | $0.00 |
DisclosureSEC source: 0001204892-05-000002 · doc4.xml · derivative · entry 4 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2015-01-01 Read SEC document |
| January 01, 2005 Filed Jan 4, 2005 18:25 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001204892-05-000002 · doc4.xml · nonDerivative · entry 3 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 177,869 Read SEC document |
| December 31, 2004 Filed Jan 4, 2005 21:04 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-05-000136 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,700 Underlying: Common Stock · 1,700 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| December 01, 2004 Filed Dec 3, 2004 16:59 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 173 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-006763 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173 Underlying: Common Stock · 173 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| September 30, 2004 Filed Oct 4, 2004 14:07 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 945 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-005594 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 945 Underlying: Common Stock · 945 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| June 30, 2004 Filed Jul 1, 2004 19:17 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 865 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-003942 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 865 Underlying: Common Stock · 865 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| May 20, 2004 Filed May 24, 2004 21:07 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 5,000 | $25.31 Strike: $25.31 | $126,550.00 |
DisclosureSEC source: 0001140361-04-003262 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2014-05-20 F1 · derivative.exercise_date: Options become exercisable in 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| March 31, 2004 Filed Apr 1, 2004 20:49 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 858 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-002184 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 858 Underlying: Common Stock · 858 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount includes deferred compensation and an adjustment to reflect dividend reinvestment. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · acquired: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount includes deferred compensation and an adjustment to reflect dividend reinvestment. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| December 31, 2003 Filed Jan 2, 2004 18:21 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,085 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-000026 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,085 Underlying: Common Stock · 1,085 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · acquired: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| December 01, 2003 Filed Dec 2, 2003 20:59 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 91 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-03-004613 · doc1.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91 Underlying: Common Stock · 91 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · acquired: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents dividends reinvested. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| September 30, 2003 Filed Oct 1, 2003 15:44 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 818 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-03-003575 · doc1.xml · derivative · entry 1 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 818 Underlying: Common Stock · 818 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to commn stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to commn stock on a one-for-one basis. F2 · acquired: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| June 30, 2003 Filed Jul 1, 2003 16:04 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,466 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-03-002246 · doc1.xml · derivative · entry 1 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,466 Underlying: Common Stock · 1,466 shares Expires 1988-08-08 F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| June 26, 2003 Filed Jun 27, 2003 17:15 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 8,000 | $0.00 Strike: $9.25 | $0.00 |
DisclosureSEC source: 0001181431-03-011888 · rrd11257.xml · derivative · entry 2 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2003-08-01 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. Read SEC document |
| June 26, 2003 Filed Jun 27, 2003 17:15 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionCommon Stock | 8,000 | $9.25 | $74,000.00 |
DisclosureSEC source: 0001181431-03-011888 · rrd11257.xml · nonDerivative · entry 1 BRENNAN EDWARD A · CIK 0001037476 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 158,732 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 · balance_after: In addition, Reporting Person's indirect holdings also include the following shares of Common Stock: 31,068 shares held by spouse and 6,244 shares held through an IRA; direct holdings include 8,850 shares of Common Stock. 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.