Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | SVP, Human Resources | March 06, 2020 | March 10, 2020 |
| CVS HEALTH CorpCVS · Entity 2884 | EVP and Chief People Officer | March 31, 2026 | April 02, 2026 |
| MCDONALDS CORPMCD · Entity 2849 | EVP - Chief People Officer | May 28, 2024 | May 30, 2024 |
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.
BOEING CO
Report date March 06, 2020 · Filed March 10, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,691.45 |
Reported balance
After 2020-03-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-03-06 · Tax withholding · Disposed 16.35 · Balance 24,691.45 F1: Shares withheld for payment of taxes on vesting of restricted stock units and performance-based restricted stock units; not an open market transaction. F2: Includes adjustments for dividends accrued. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 124.26 |
Reported balance
Holding disclosure · report date 2020-03-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 124.26 F3: Reflects periodic contributions to the issuer's common stock fund in the issuer's 401(k) plan. Ownership in the issuer's 401(k) plan is represented by units in the issuer's common stock fund in the plan rather than shares of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for payment of taxes on vesting of restricted stock units and performance-based restricted stock units; not an open market transaction.
F2: Includes adjustments for dividends accrued.
F3: Reflects periodic contributions to the issuer's common stock fund in the issuer's 401(k) plan. Ownership in the issuer's 401(k) plan is represented by units in the issuer's common stock fund in the plan rather than shares of common stock.
CVS HEALTH Corp
Report date March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Restricted)SEC Table I · non-derivative | Direct | 84,450 |
Reported balance
After 2026-03-31 transaction · row 1
1 source rowRow 1 · 2026-03-31 · Grant · Acquired 10,025 · Balance 84,450 F1: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in three equal installments, commencing 3/31/2027. |
| Common StockSEC Table I · non-derivative | Direct | 13,023 |
Reported balance
After 2026-04-01 transaction · row 2
1 source rowRow 2 · 2026-04-01 · Tax withholding · Disposed 1,334 · Balance 13,023 F2: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of restricted stock units. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $71.82 · Expires 2036-03-31 | Direct | 64,670 |
Reported balance
After 2026-03-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-31 · Grant · Acquired 64,670 · Balance 64,670 F3: Option becomes exercisable in three equal annual installments, commencing 3/31/2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in three equal installments, commencing 3/31/2027.
F2: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of restricted stock units.
F3: Option becomes exercisable in three equal annual installments, commencing 3/31/2027.
MCDONALDS CORP
Report date May 28, 2024 · Filed May 30, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,475.45 |
Ending reported balance
After 2024-05-28 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-05-28 · Exercise / conversion · Acquired 6,623 · Balance 30,058.53 F1: On May 28, 2020, the reporting person was granted restricted stock units ("RSUs") that vest on the fourth anniversary of the grant date. F2: Each RSU represents a right to acquire one share of McDonald's Corporation (the "Company") common stock. Row 2 · 2024-05-28 · Exercise / conversion · Acquired 630 · Balance 30,688.53 F3: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Row 3 · 2024-05-28 · Tax withholding · Disposed 3,213.08 · Balance 27,475.45 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2024-05-28 | Direct | 0 |
Reported balance
After 2024-05-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-05-28 · Exercise / conversion · Disposed 6,623 · Balance 0 F2: Each RSU represents a right to acquire one share of McDonald's Corporation (the "Company") common stock. F1: On May 28, 2020, the reporting person was granted restricted stock units ("RSUs") that vest on the fourth anniversary of the grant date. |
| Dividend Equivalent RightsSEC Table II · derivative / convertible security · Expires 2024-05-28 | Direct | 0 |
Reported balance
After 2024-05-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-05-28 · Exercise / conversion · Disposed 630 · Balance 0 F3: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 28, 2020, the reporting person was granted restricted stock units ("RSUs") that vest on the fourth anniversary of the grant date.
F2: Each RSU represents a right to acquire one share of McDonald's Corporation (the "Company") common stock.
F3: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 2, 2026 20:49 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 1,334 | $72.49 | $96,701.66 |
DisclosureSEC source: 0000064803-26-000035 · form4.xml · nonDerivative · entry 2 CAPOZZI HEIDI B · CIK 0001661608 · EVP and Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,023 F2 · kind: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of restricted stock units. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:49 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 64,670 | $71.82 Strike: $71.82 | $4,644,599.40 |
DisclosureSEC source: 0000064803-26-000035 · form4.xml · derivative · entry 3 CAPOZZI HEIDI B · CIK 0001661608 · EVP and Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,670 Underlying: Common Stock · 64,670 shares Expires 2036-03-31 F3 · security: Option becomes exercisable in three equal annual installments, commencing 3/31/2027. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:49 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (Restricted) | 10,025 | $71.82 | $719,995.50 |
DisclosureSEC source: 0000064803-26-000035 · form4.xml · nonDerivative · entry 1 CAPOZZI HEIDI B · CIK 0001661608 · EVP and Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,450 F1 · kind: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in three equal installments, commencing 3/31/2027. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 22:48 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 9,470 | $80.36 | $761,009.20 |
DisclosureSEC source: 0000064803-25-000069 · form4.xml · nonDerivative · entry 1 CAPOZZI HEIDI B · CIK 0001661608 · EVP and Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,415 F1 · kind: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of a restricted stock unit award. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:21 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 49,906 | $67.98 Strike: $67.98 | $3,392,609.88 |
DisclosureSEC source: 0001127602-25-011388 · form4.xml · derivative · entry 2 CAPOZZI HEIDI B · CIK 0001661608 · EVP and Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,906 Underlying: Common Stock · 49,906 shares Expires 2035-04-01 F2 · security: Option becomes exercisable in four equal annual installments, commencing on 4/1/2026. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:21 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (Restricted) | 11,768 | $67.98 | $799,988.64 |
DisclosureSEC source: 0001127602-25-011388 · form4.xml · nonDerivative · entry 1 CAPOZZI HEIDI B · CIK 0001661608 · EVP and Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,310 F1 · kind: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in four equal installments, commencing 4/1/2026. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:17 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (Restricted) | 83,542 | $59.85 | $4,999,988.70 |
DisclosureSEC source: 0001127602-24-028490 · form4.xml · nonDerivative · entry 1 CAPOZZI HEIDI B · CIK 0001661608 · EVP and Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,542 F1 · kind: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in four equal installments, commencing 11/30/2025. Read SEC document |
| October 23, 2024 Filed Oct 14, 2025 23:08 UTC | CVS HEALTH Corp CVS · Entity 2884 | PurchaseCommon Stock | 35 | $56.85 | $1,989.75 |
DisclosureSEC source: 0000064803-25-000031 · form4.xml · nonDerivative · entry 3 CAPOZZI HEIDI B · CIK 0001661608 · EVP and Chief People Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 85 F1 · kind: Shares purchased by a broker exercising discretion for a managed account in the name of a trust for the benefit of the Reporting Person's spouse that were not previously reported due to an error on the part of the broker. Read SEC document |
| October 02, 2024 Filed Oct 14, 2025 23:08 UTC | CVS HEALTH Corp CVS · Entity 2884 | PurchaseCommon Stock | 10 | $62.24 | $622.40 |
DisclosureSEC source: 0000064803-25-000031 · form4.xml · nonDerivative · entry 2 CAPOZZI HEIDI B · CIK 0001661608 · EVP and Chief People Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 50 F1 · kind: Shares purchased by a broker exercising discretion for a managed account in the name of a trust for the benefit of the Reporting Person's spouse that were not previously reported due to an error on the part of the broker. Read SEC document |
| September 09, 2024 Filed Oct 14, 2025 23:08 UTC | CVS HEALTH Corp CVS · Entity 2884 | PurchaseCommon Stock | 35 | $56.47 | $1,976.45 |
DisclosureSEC source: 0000064803-25-000031 · form4.xml · nonDerivative · entry 1 CAPOZZI HEIDI B · CIK 0001661608 · EVP and Chief People Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 40 F1 · kind: Shares purchased by a broker exercising discretion for a managed account in the name of a trust for the benefit of the Reporting Person's spouse that were not previously reported due to an error on the part of the broker. Read SEC document |
| May 28, 2024 Filed May 30, 2024 20:13 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionDividend Equivalent Rights · Derivative | 630 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000105 · form4.xml · derivative · entry 5 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 630 shares Expires 2024-05-28 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. F3 · derivative.exercise_price: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F3 · shares: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F3 · derivative.underlying_shares: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Read SEC document |
| May 28, 2024 Filed May 30, 2024 20:13 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 6,623 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000105 · form4.xml · derivative · entry 4 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,623 shares Expires 2024-05-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a right to acquire one share of McDonald's Corporation (the "Company") common stock. F1 · shares: On May 28, 2020, the reporting person was granted restricted stock units ("RSUs") that vest on the fourth anniversary of the grant date. F1 · derivative.underlying_shares: On May 28, 2020, the reporting person was granted restricted stock units ("RSUs") that vest on the fourth anniversary of the grant date. Read SEC document |
| May 28, 2024 Filed May 30, 2024 20:13 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 3,213.08 | $253.54 | $814,644.30 |
DisclosureSEC source: 0000063908-24-000105 · form4.xml · nonDerivative · entry 3 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,475.45 Read SEC document |
| May 28, 2024 Filed May 30, 2024 20:13 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 630 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000105 · form4.xml · nonDerivative · entry 2 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,688.53 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. F3 · shares: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Read SEC document |
| May 28, 2024 Filed May 30, 2024 20:13 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 6,623 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000105 · form4.xml · nonDerivative · entry 1 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,058.53 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: On May 28, 2020, the reporting person was granted restricted stock units ("RSUs") that vest on the fourth anniversary of the grant date. F2 · price: Each RSU represents a right to acquire one share of McDonald's Corporation (the "Company") common stock. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:07 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionDividend Equivalent Rights · Derivative | 894 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000062 · form4.xml · derivative · entry 5 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 894 shares Expires 2024-02-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F3 · shares: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F3 · derivative.underlying_shares: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:07 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 12,956 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000062 · form4.xml · derivative · entry 4 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,956 shares Expires 2024-02-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a right to acquire one share of the Company's common stock. F1 · shares: As a result of McDonald's Corporation's (the "Company") performance against the pre-approved financial targets, the reporting person vested in 187.5% of the original grant of 6,910 performance based restricted stock units ("RSUs"). F1 · derivative.underlying_shares: As a result of McDonald's Corporation's (the "Company") performance against the pre-approved financial targets, the reporting person vested in 187.5% of the original grant of 6,910 performance based restricted stock units ("RSUs"). Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:07 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 5,621.47 | $292.02 | $1,641,581.67 |
DisclosureSEC source: 0000063908-24-000062 · form4.xml · nonDerivative · entry 3 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,435.53 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:07 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 894 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000062 · form4.xml · nonDerivative · entry 2 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,057 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. F3 · shares: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:07 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 12,956 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000062 · form4.xml · nonDerivative · entry 1 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,163 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: As a result of McDonald's Corporation's (the "Company") performance against the pre-approved financial targets, the reporting person vested in 187.5% of the original grant of 6,910 performance based restricted stock units ("RSUs"). F2 · price: Each RSU represents a right to acquire one share of the Company's common stock. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 22:34 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 6,940 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000044 · form4.xml · derivative · entry 3 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,850 Underlying: Common Stock · 6,940 shares Expires 2024-02-16 F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation (the "Company") common stock. F3 · shares: As a result of the Company's performance against the pre-approved financial targets as certified on February 12, 2024 for the period of January 1, 2021 through December 31, 2023, the reporting person will vest in 187.5% of the original target amount of 6,910 performance-based RSUs, plus shares acquired through dividend reinvestment, subject to completion of the service period on February 16, 2024. Accordingly, the reported transaction reflects the acquisition of an additional 6,940 RSUs earned above the target grant. F3 · derivative.underlying_shares: As a result of the Company's performance against the pre-approved financial targets as certified on February 12, 2024 for the period of January 1, 2021 through December 31, 2023, the reporting person will vest in 187.5% of the original target amount of 6,910 performance-based RSUs, plus shares acquired through dividend reinvestment, subject to completion of the service period on February 16, 2024. Accordingly, the reported transaction reflects the acquisition of an additional 6,940 RSUs earned above the target grant. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 22:34 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 25,076 | $0.00 Strike: $289.44 | $0.00 |
DisclosureSEC source: 0000063908-24-000044 · form4.xml · derivative · entry 2 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,076 Underlying: Common Stock · 25,076 shares Expires 2034-02-12 F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 20:42 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,750 | $295.84 | $813,560.00 |
DisclosureSEC source: 0000063908-24-000002 · form4.xml · nonDerivative · entry 1 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,207 Read SEC document |
| December 01, 2023 Filed Dec 1, 2023 20:50 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 687 | $283.25 | $194,592.75 |
DisclosureSEC source: 0000063908-23-000110 · form4.xml · nonDerivative · entry 1 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,957 Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 19:01 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 687 | $263.00 | $180,681.00 |
DisclosureSEC source: 0000063908-23-000103 · form4.xml · nonDerivative · entry 1 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 18,644 Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 20:33 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 688 | $262.00 | $180,256.00 |
DisclosureSEC source: 0000063908-23-000092 · form4.xml · nonDerivative · entry 1 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 19,331 Read SEC document |
| September 01, 2023 Filed Sep 1, 2023 20:38 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 688 | $282.54 | $194,387.52 |
DisclosureSEC source: 0000063908-23-000087 · form4.xml · nonDerivative · entry 2 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,019 Read SEC document |
| August 31, 2023 Filed Sep 1, 2023 20:38 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 354 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-23-000087 · form4.xml · nonDerivative · entry 1 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,707 Read SEC document |
| May 28, 2023 Filed May 31, 2023 16:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionDividend Equivalent Rights · Derivative | 513 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-23-000049 · form4.xml · derivative · entry 5 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 513 shares Expires 2023-05-28 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. F3 · derivative.exercise_price: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F3 · shares: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F3 · derivative.underlying_shares: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Read SEC document |
| May 28, 2023 Filed May 31, 2023 16:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 7,241 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-23-000049 · form4.xml · derivative · entry 4 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,241 shares Expires 2023-05-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a right to acquire one share of the Company's common stock. F1 · shares: As a result of McDonald's Corporation's (the "Company") performance against the pre-approved financial targets, the reporting person vested in 153.7% of the original grant of 4,711 performance based restricted stock units ("RSUs"). F1 · derivative.underlying_shares: As a result of McDonald's Corporation's (the "Company") performance against the pre-approved financial targets, the reporting person vested in 153.7% of the original grant of 4,711 performance based restricted stock units ("RSUs"). Read SEC document |
| May 28, 2023 Filed May 31, 2023 16:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 3,413 | $286.04 | $976,254.52 |
DisclosureSEC source: 0000063908-23-000049 · form4.xml · nonDerivative · entry 3 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,061 Read SEC document |
| May 28, 2023 Filed May 31, 2023 16:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 513 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-23-000049 · form4.xml · nonDerivative · entry 2 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,474 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. F3 · shares: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Read SEC document |
| May 28, 2023 Filed May 31, 2023 16:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 7,241 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-23-000049 · form4.xml · nonDerivative · entry 1 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,961 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: As a result of McDonald's Corporation's (the "Company") performance against the pre-approved financial targets, the reporting person vested in 153.7% of the original grant of 4,711 performance based restricted stock units ("RSUs"). F2 · price: Each RSU represents a right to acquire one share of the Company's common stock. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 22:31 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 2,999 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003071 · doc1.xml · derivative · entry 3 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,710 Underlying: Common Stock · 2,999 shares Expires 2023-05-28 F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation (the "Company") common stock. F3 · shares: As a result of the Company's performance against the pre-approved financial targets as certified on February 13, 2023 for the period of January 1, 2020 through December 31, 2022, the reporting person will vest in 153.7% of the original target amount of 4,711 performance-based RSUs, plus shares acquired through dividend reinvestment, subject to completion of the service period on May 28, 2023. Accordingly, the reported transaction reflects the acquisition of an additional 2,999 RSUs earned above the target grant. F3 · derivative.underlying_shares: As a result of the Company's performance against the pre-approved financial targets as certified on February 13, 2023 for the period of January 1, 2020 through December 31, 2022, the reporting person will vest in 153.7% of the original target amount of 4,711 performance-based RSUs, plus shares acquired through dividend reinvestment, subject to completion of the service period on May 28, 2023. Accordingly, the reported transaction reflects the acquisition of an additional 2,999 RSUs earned above the target grant. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 22:31 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 24,840 | $0.00 Strike: $266.20 | $0.00 |
DisclosureSEC source: 0001567619-23-003071 · doc1.xml · derivative · entry 2 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,840 Underlying: Common Stock · 24,840 shares Expires 2033-02-13 F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| May 28, 2022 Filed Jun 1, 2022 20:48 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherDividend Equivalent Rights · Derivative | 311 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-012012 · doc1.xml · derivative · entry 10 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 311 shares Expires not disclosed F2 · derivative.exercise_price: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of McDonald's Corporation common stock. F2 · price: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of McDonald's Corporation common stock. F2 · derivative.exercise_date: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of McDonald's Corporation common stock. F4 · derivative.exercise_date: On May 28, 2020, Ms. Capozzi was granted 13,247 RSUs, vesting in two equal installments on the second and fourth anniversaries of the grant date. F2 · derivative.expiration_date: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of McDonald's Corporation common stock. F4 · derivative.expiration_date: On May 28, 2020, Ms. Capozzi was granted 13,247 RSUs, vesting in two equal installments on the second and fourth anniversaries of the grant date. Read SEC document |
| May 28, 2022 Filed Jun 1, 2022 20:48 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 6,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-012012 · doc1.xml · derivative · entry 9 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,624 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. F4 · derivative.exercise_date: On May 28, 2020, Ms. Capozzi was granted 13,247 RSUs, vesting in two equal installments on the second and fourth anniversaries of the grant date. F4 · derivative.expiration_date: On May 28, 2020, Ms. Capozzi was granted 13,247 RSUs, vesting in two equal installments on the second and fourth anniversaries of the grant date. Read SEC document |
| May 28, 2022 Filed Jun 1, 2022 20:48 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherDividend Equivalent Rights · Derivative | 497 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-012012 · doc1.xml · derivative · entry 8 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 497 shares Expires not disclosed F2 · derivative.exercise_price: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of McDonald's Corporation common stock. F2 · price: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of McDonald's Corporation common stock. F2 · derivative.exercise_date: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of McDonald's Corporation common stock. F3 · derivative.exercise_date: On May 28, 2020, Ms. Capozzi was granted 21,195 RSUs, vesting in two equal installments on the first two anniversaries of the grant date. F2 · derivative.expiration_date: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of McDonald's Corporation common stock. F3 · derivative.expiration_date: On May 28, 2020, Ms. Capozzi was granted 21,195 RSUs, vesting in two equal installments on the first two anniversaries of the grant date. Read SEC document |
| May 28, 2022 Filed Jun 1, 2022 20:48 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 10,597 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-012012 · doc1.xml · derivative · entry 7 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,597 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. F3 · derivative.exercise_date: On May 28, 2020, Ms. Capozzi was granted 21,195 RSUs, vesting in two equal installments on the first two anniversaries of the grant date. F3 · derivative.expiration_date: On May 28, 2020, Ms. Capozzi was granted 21,195 RSUs, vesting in two equal installments on the first two anniversaries of the grant date. Read SEC document |
| May 28, 2022 Filed Jun 1, 2022 20:48 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 3,073 | $251.87 | $773,996.51 |
DisclosureSEC source: 0001567619-22-012012 · doc1.xml · nonDerivative · entry 6 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,720 Read SEC document |
| May 28, 2022 Filed Jun 1, 2022 20:48 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherCommon Stock | 311 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-012012 · doc1.xml · nonDerivative · entry 5 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,793 F2 · price: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of McDonald's Corporation common stock. Read SEC document |
| May 28, 2022 Filed Jun 1, 2022 20:48 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 6,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-012012 · doc1.xml · nonDerivative · entry 4 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,482 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| May 28, 2022 Filed Jun 1, 2022 20:48 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 4,915 | $251.87 | $1,237,941.05 |
DisclosureSEC source: 0001567619-22-012012 · doc1.xml · nonDerivative · entry 3 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,858 Read SEC document |
| May 28, 2022 Filed Jun 1, 2022 20:48 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherCommon Stock | 497 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-012012 · doc1.xml · nonDerivative · entry 2 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,773 F2 · price: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of McDonald's Corporation common stock. Read SEC document |
| May 28, 2022 Filed Jun 1, 2022 20:48 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 10,597 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-012012 · doc1.xml · nonDerivative · entry 1 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,276 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 22:11 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 30,865 | $0.00 Strike: $253.39 | $0.00 |
DisclosureSEC source: 0001567619-22-004723 · doc1.xml · derivative · entry 2 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,865 Underlying: Common Stock · 30,865 shares Expires 2032-02-14 F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| May 28, 2021 Filed Jun 2, 2021 15:01 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherDividend Equivalent Rights · Derivative | 257 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-21-011479 · doc1.xml · derivative · entry 5 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 257 shares Expires not disclosed F2 · derivative.exercise_price: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of McDonald's Corporation common stock. F2 · price: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of McDonald's Corporation common stock. F2 · derivative.exercise_date: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of McDonald's Corporation common stock. F2 · derivative.expiration_date: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of McDonald's Corporation common stock. Read SEC document |
| May 28, 2021 Filed Jun 2, 2021 15:01 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 10,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-011479 · doc1.xml · derivative · entry 4 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,598 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. F3 · derivative.exercise_date: On May 28, 2020, Ms. Capozzi was granted 21,195 RSUs, vesting in two equal installments on the first two anniversaries of the grant date. F3 · derivative.expiration_date: On May 28, 2020, Ms. Capozzi was granted 21,195 RSUs, vesting in two equal installments on the first two anniversaries of the grant date. Read SEC document |
| May 28, 2021 Filed Jun 2, 2021 15:01 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 4,176 | $233.89 | $976,724.64 |
DisclosureSEC source: 0001567619-21-011479 · doc1.xml · nonDerivative · entry 3 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,679 Read SEC document |
| May 28, 2021 Filed Jun 2, 2021 15:01 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherCommon Stock | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-011479 · doc1.xml · nonDerivative · entry 2 CAPOZZI HEIDI B · CIK 0001661608 · EVP - Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,855 F2 · price: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of McDonald's Corporation 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.