Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ECOLAB INC.ECL · Entity 2954 | Director | September 30, 2026 | October 03, 2026 |
| MCDONALDS CORPMCD · Entity 2849 | EVP-Chief Supply Chain Officer | February 21, 2025 | February 21, 2025 |
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.
ECOLAB INC.
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 729.51 |
Reported balance
After 2026-09-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 131.17 · Balance 729.51 F1: Includes 1.26 shares acquired pursuant to a dividend reinvestment feature of the Ecolab Inc. 2001 Non-Employee Director Stock Option and Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 1.26 shares acquired pursuant to a dividend reinvestment feature of the Ecolab Inc. 2001 Non-Employee Director Stock Option and Deferred Compensation Plan.
MCDONALDS CORP
Report date February 21, 2025 · Filed February 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,560.39 |
Reported balance
After 2025-02-21 transaction · row 1
1 source rowRow 1 · 2025-02-21 · Sale · Disposed 1,099.38 · Balance 1,560.39 F1: This transaction was executed in multiple trades ranging from $304.48 to $304.60 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 2,236.06 |
Reported balance
Holding disclosure · report date 2025-02-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,236.06 |
| Common StockSEC Table I · non-derivative | IndirectOwned Jointly | 12,074.81 |
Reported balance
Holding disclosure · report date 2025-02-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 12,074.81 F2: Includes shares acquired through dividend reinvestment. |
| Phantom StockSEC Table II · derivative / convertible security | IndirectNon-Qualified Benefit Plan | 9,655.54 |
Reported balance
Holding disclosure · report date 2025-02-21 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 9,655.54 F3: Each share of phantom stock represents a right to receive the cash value of one share of McDonald's Corporation's ("the Company") common stock. F4: Shares of phantom stock are payable in cash following the reporting person's separation from service with the Company. F2: Includes shares acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades ranging from $304.48 to $304.60 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.
F2: Includes shares acquired through dividend reinvestment.
F3: Each share of phantom stock represents a right to receive the cash value of one share of McDonald's Corporation's ("the Company") common stock.
F4: Shares of phantom stock are payable in cash following the reporting person's separation from service with the Company.
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 18, 2023 Filed Feb 22, 2023 21:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003504 · doc1.xml · nonDerivative · entry 1 Gross Marion K. · CIK 0001942810 · EVP-Chief Supply Chain Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,045.15 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 1,218 performance-based restricted stock units ("RSUs"). F2 · price: Each RSU represents a right to acquire one share of the Company's common stock. F3 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 22:37 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 744 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003077 · doc1.xml · derivative · entry 5 Gross Marion K. · CIK 0001942810 · EVP-Chief Supply Chain Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,962 Underlying: Common Stock · 744 shares Expires 2023-02-18 F3 · 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 1,218 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 744 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 1,218 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 744 RSUs earned above the target grant. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 22:37 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 9,200 | $0.00 Strike: $266.20 | $0.00 |
DisclosureSEC source: 0001567619-23-003077 · doc1.xml · derivative · entry 4 Gross Marion K. · CIK 0001942810 · EVP-Chief Supply Chain Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,200 Underlying: Common Stock · 9,200 shares Expires 2033-02-13 F2 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 20:31 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 1,396 | $0.00 Strike: $94.00 | $0.00 |
DisclosureSEC source: 0001567619-23-001801 · doc1.xml · derivative · entry 5 Gross Marion K. · CIK 0001942810 · EVP-Chief Supply Chain Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,396 shares Expires 2023-02-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 20:31 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,396 | $265.44 | $370,554.24 |
DisclosureSEC source: 0001567619-23-001801 · doc1.xml · nonDerivative · entry 2 Gross Marion K. · CIK 0001942810 · EVP-Chief Supply Chain Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308.28 Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 20:31 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,396 | $94.00 | $131,224.00 |
DisclosureSEC source: 0001567619-23-001801 · doc1.xml · nonDerivative · entry 1 Gross Marion K. · CIK 0001942810 · EVP-Chief Supply Chain Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,704.28 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. Read SEC document |
| November 29, 2022 Filed Feb 14, 2023 15:56 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 93 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-002734 · doc1.xml · nonDerivative · entry 1 Gross Marion K. · CIK 0001942810 · EVP-Chief Supply Chain Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218.15 F1 · balance_after: Includes shares acquired through dividend reinvestment. 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.