Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONSTELLATION BRANDS, INC.STZ · Entity 3227 | Director | July 22, 2026 | July 24, 2026 |
| MCDONALDS CORPMCD · Entity 2849 | EVP - Global CMO | February 12, 2026 | February 18, 2026 |
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.
CONSTELLATION BRANDS, INC.
Report date July 22, 2026 · Filed July 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,400 |
Reported balance
After 2026-07-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-22 · Grant · Acquired 1,400 · Balance 1,400 F1: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F2: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock.
F2: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date.
MCDONALDS CORP
Report date February 12, 2026 · Filed February 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,395.98 |
Ending reported balance
After 2026-02-13 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-02-12 · Exercise / conversion · Acquired 4,692 · Balance 10,891.56 Row 2 · 2026-02-12 · Sale · Disposed 4,692 · Balance 6,199.56 Row 3 · 2026-02-13 · Exercise / conversion · Acquired 1,859 · Balance 8,058.56 F1: As a result of McDonald's Corporation's (the "Company") performance against the pre-approved financial targets for the performance period of January 1, 2023 through December 31, 2025, the reporting person vested in 82.2% of the original grant of 2,262 performance-based restricted stock units ("RSUs"). F2: Each performance-based RSU represents a right to acquire one share of the Company's common stock. Row 4 · 2026-02-13 · Exercise / conversion · Acquired 135 · Balance 8,193.56 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 5 · 2026-02-13 · Tax withholding · Disposed 797.58 · Balance 7,395.98 |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $157.79 · Expires 2028-02-19 | Direct | 0 |
Reported balance
After 2026-02-12 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-12 · Exercise / conversion · Disposed 4,692 · Balance 0 F4: Options were granted on February 19, 2018 and became exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $327.58 · Expires 2036-02-13 | Direct | 26,076 |
Reported balance
After 2026-02-13 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-02-13 · Grant · Acquired 26,076 · Balance 26,076 F5: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-02-13 | Direct | 0 |
Reported balance
After 2026-02-13 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-13 · Exercise / conversion · Disposed 1,859 · Balance 0 F2: Each performance-based RSU represents a right to acquire one share of the Company's common stock. F1: As a result of McDonald's Corporation's (the "Company") performance against the pre-approved financial targets for the performance period of January 1, 2023 through December 31, 2025, the reporting person vested in 82.2% of the original grant of 2,262 performance-based restricted stock units ("RSUs"). |
| Dividend Equivalent RightsSEC Table II · derivative / convertible security · Expires 2026-02-13 | Direct | 0 |
Reported balance
After 2026-02-13 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-02-13 · Exercise / conversion · Disposed 135 · 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: As a result of McDonald's Corporation's (the "Company") performance against the pre-approved financial targets for the performance period of January 1, 2023 through December 31, 2025, the reporting person vested in 82.2% of the original grant of 2,262 performance-based restricted stock units ("RSUs").
F2: Each performance-based RSU represents a right to acquire one share of the Company's 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.
F4: Options were granted on February 19, 2018 and became exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant.
F5: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 16, 2024 Filed Feb 21, 2024 21:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 109 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000065 · form4.xml · nonDerivative · entry 5 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,649.23 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 21:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,570 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000065 · form4.xml · nonDerivative · entry 4 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,540.23 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 · price: Each RSU represents a right to acquire one share of the Company's common stock. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 896.7 | $292.02 | $261,854.33 |
DisclosureSEC source: 0000063908-24-000065 · form4.xml · nonDerivative · entry 3 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,970.23 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 161 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000065 · form4.xml · nonDerivative · entry 2 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,866.93 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 21:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000065 · form4.xml · nonDerivative · entry 1 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,705.93 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 150% of the original grant of 1,555 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 14, 2024 Filed Feb 16, 2024 21:38 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionDividend Equivalent Rights · Derivative | 91 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000060 · form4.xml · derivative · entry 5 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 91 shares Expires 2024-02-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 McDonald's Corporation 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 McDonald's Corporation 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 McDonald's Corporation common stock. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 21:38 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,973 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000060 · form4.xml · derivative · entry 4 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,973 shares Expires 2024-02-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. F1 · shares: On February 14, 2022, Ms. Flatley was granted 5,920 restricted stock units ("RSUs"), vesting in three equal installments on the first three anniversaries of the grant date. F1 · derivative.underlying_shares: On February 14, 2022, Ms. Flatley was granted 5,920 restricted stock units ("RSUs"), vesting in three equal installments on the first three anniversaries of the grant date. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 21:38 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 620.07 | $288.17 | $178,685.57 |
DisclosureSEC source: 0000063908-24-000060 · form4.xml · nonDerivative · entry 3 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,372.93 Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 21:38 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 91 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000060 · form4.xml · nonDerivative · entry 2 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,993 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 McDonald's Corporation common stock. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 21:38 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,973 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000060 · form4.xml · nonDerivative · entry 1 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,902 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 February 14, 2022, Ms. Flatley was granted 5,920 restricted stock units ("RSUs"), vesting in three equal installments on the first three anniversaries of the grant date. F2 · price: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 22:51 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000050 · form4.xml · derivative · entry 3 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,494 Underlying: Common Stock · 939 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 150% of the original target amount of 1,555 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 939 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 150% of the original target amount of 1,555 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 939 RSUs earned above the target grant. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 22:51 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 21,314 | $0.00 Strike: $289.44 | $0.00 |
DisclosureSEC source: 0000063908-24-000050 · form4.xml · derivative · entry 2 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,314 Underlying: Common Stock · 21,314 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 |
| August 25, 2023 Filed Aug 25, 2023 20:29 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,000 | $285.00 | $285,000.00 |
DisclosureSEC source: 0000063908-23-000084 · form4.xml · nonDerivative · entry 1 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 929 Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 19:09 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,000 | $285.07 | $570,140.00 |
DisclosureSEC source: 0000063908-23-000057 · form4.xml · nonDerivative · entry 1 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,929 F1 · price: This transaction was executed in multiple trades at prices ranging from $285.03 to $285.10 per share. The price reported represents the weighted average sales price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| February 18, 2023 Filed Feb 22, 2023 20:59 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionDividend Equivalent Rights · Derivative | 144 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003492 · doc1.xml · derivative · entry 10 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 144 shares Expires 2023-02-18 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. 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 the Company's common stock. F2 · 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. F2 · 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 18, 2023 Filed Feb 22, 2023 20:59 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003492 · doc1.xml · derivative · entry 9 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,949 shares Expires 2023-02-18 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_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, the reporting person vested in 150% of the original grant of 1,299 performance-based RSUs. F3 · derivative.underlying_shares: As a result of the Company 's performance against the pre-approved financial targets, the reporting person vested in 150% of the original grant of 1,299 performance-based RSUs. Read SEC document |
| February 18, 2023 Filed Feb 22, 2023 20:59 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionDividend Equivalent Rights · Derivative | 102 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003492 · doc1.xml · derivative · entry 8 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 102 shares Expires 2023-02-18 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. 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 the Company's common stock. F2 · 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. F2 · 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 18, 2023 Filed Feb 22, 2023 20:59 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003492 · doc1.xml · derivative · entry 7 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,388 shares Expires 2023-02-18 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_price: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation (the "Company") common stock. Read SEC document |
| February 18, 2023 Filed Feb 22, 2023 20:59 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 614 | $269.99 | $165,773.86 |
DisclosureSEC source: 0001567619-23-003492 · doc1.xml · nonDerivative · entry 6 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,929 Read SEC document |
| February 18, 2023 Filed Feb 22, 2023 20:59 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 144 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003492 · doc1.xml · nonDerivative · entry 5 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,543 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 · 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 18, 2023 Filed Feb 22, 2023 20:59 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003492 · doc1.xml · nonDerivative · entry 4 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,399 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: As a result of the Company 's performance against the pre-approved financial targets, the reporting person vested in 150% of the original grant of 1,299 performance-based RSUs. F1 · price: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation (the "Company") common stock. Read SEC document |
| February 18, 2023 Filed Feb 22, 2023 20:59 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 452 | $269.99 | $122,035.48 |
DisclosureSEC source: 0001567619-23-003492 · doc1.xml · nonDerivative · entry 3 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,450 Read SEC document |
| February 18, 2023 Filed Feb 22, 2023 20:59 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 102 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003492 · doc1.xml · nonDerivative · entry 2 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,902 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 · 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 18, 2023 Filed Feb 22, 2023 20:59 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003492 · doc1.xml · nonDerivative · entry 1 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 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 (the "Company") common stock. Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 22:35 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherDividend Equivalent Rights · Derivative | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003075 · doc1.xml · derivative · entry 7 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 45 shares Expires 2023-02-14 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 the Company common stock. F2 · 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 common stock. F2 · 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 common stock. Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 22:35 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003075 · doc1.xml · derivative · entry 6 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,974 shares Expires 2023-02-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation (the "Company") common stock. Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 22:35 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 607 | $266.61 | $161,832.27 |
DisclosureSEC source: 0001567619-23-003075 · doc1.xml · nonDerivative · entry 3 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,412 Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 22:35 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherCommon Stock | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003075 · doc1.xml · nonDerivative · entry 2 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,019 F2 · 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 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 the Company common stock. Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 22:35 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003075 · doc1.xml · nonDerivative · entry 1 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,974 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 (the "Company") common stock. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 22:35 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 794 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003075 · doc1.xml · derivative · entry 5 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,093 Underlying: Common Stock · 794 shares Expires 2023-02-18 F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation (the "Company") common stock. F4 · 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 150% of the original target amount of 1,299 performance-based RSUs, plus shares acquired through dividend reinvestment, subject to completion of the service period on February 18, 2023. Accordingly, the reported transaction reflects the acquisition of an additional 794 RSUs earned above the target grant. F4 · 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 150% of the original target amount of 1,299 performance-based RSUs, plus shares acquired through dividend reinvestment, subject to completion of the service period on February 18, 2023. Accordingly, the reported transaction reflects the acquisition of an additional 794 RSUs earned above the target grant. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 22:35 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 11,500 | $0.00 Strike: $266.20 | $0.00 |
DisclosureSEC source: 0001567619-23-003075 · doc1.xml · derivative · entry 4 Flatley Edith Morgan · CIK 0001962944 · EVP - Global CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,500 Underlying: Common Stock · 11,500 shares Expires 2033-02-13 F3 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.