Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | SVP - Corporate Controller | February 23, 2024 | February 27, 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.
MCDONALDS CORP
Report date February 23, 2024 · Filed February 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 891 |
Reported balance
After 2024-02-23 transaction · row 1
1 source rowRow 1 · 2024-02-23 · Sale · Disposed 719.02 · Balance 891 F1: This transaction was executed in multiple trades ranging from $297.64 to $297.68 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 | IndirectProfit Sharing Plan | 605.66 |
Reported balance
Holding disclosure · report date 2024-02-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 605.66 F2: Includes shares acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades ranging from $297.64 to $297.68 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.
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 23, 2024 Filed Feb 27, 2024 21:13 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 719.02 | $297.64 | $214,009.11 |
DisclosureSEC source: 0000063908-24-000077 · form4.xml · nonDerivative · entry 1 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 891 F1 · price: This transaction was executed in multiple trades ranging from $297.64 to $297.68 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 16, 2024 Filed Feb 21, 2024 21:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionDividend Equivalent Rights · Derivative | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000064 · form4.xml · derivative · entry 6 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 66 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 21:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 951 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000064 · form4.xml · derivative · entry 5 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 951 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 150% of the original grant of 634 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 150% of the original grant of 634 performance-based restricted stock units ("RSUs"). Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 297.98 | $292.02 | $87,016.12 |
DisclosureSEC source: 0000063908-24-000064 · form4.xml · nonDerivative · entry 3 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,610.02 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000064 · form4.xml · nonDerivative · entry 2 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,908 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 21:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 951 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000064 · form4.xml · nonDerivative · entry 1 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,842 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 634 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 22:46 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0000063908-24-000048 · form4.xml · derivative · entry 4 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,017 Underlying: Common Stock · 383 shares Expires 2024-02-16 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 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 634 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 383 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 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 634 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 383 RSUs earned above the target grant. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 22:46 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 4,096 | $0.00 Strike: $289.44 | $0.00 |
DisclosureSEC source: 0000063908-24-000048 · form4.xml · derivative · entry 3 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,096 Underlying: Common Stock · 4,096 shares Expires 2034-02-12 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 07, 2024 Filed Feb 9, 2024 20:31 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,856 | $0.00 Strike: $116.73 | $0.00 |
DisclosureSEC source: 0000063908-24-000031 · form4.xml · derivative · entry 4 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,856 shares Expires 2026-02-11 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_date: Options became exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 20:31 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,856 | $287.29 | $820,500.24 |
DisclosureSEC source: 0000063908-24-000031 · form4.xml · nonDerivative · entry 2 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 891 F1 · price: This transaction was executed in multiple trades ranging from $287.28 to $287.32 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 07, 2024 Filed Feb 9, 2024 20:31 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,856 | $116.73 | $333,380.88 |
DisclosureSEC source: 0000063908-24-000031 · form4.xml · nonDerivative · entry 1 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,747 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 |
| May 01, 2023 Filed May 2, 2023 20:33 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 840 | $298.77 | $250,966.80 |
DisclosureSEC source: 0000063908-23-000033 · form4.xml · nonDerivative · entry 1 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 891 Read SEC document |
| February 18, 2023 Filed Feb 22, 2023 21:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionDividend Equivalent Rights · Derivative | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003494 · doc1.xml · derivative · entry 9 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 53 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. 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 18, 2023 Filed Feb 22, 2023 21:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 716 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003494 · doc1.xml · derivative · entry 8 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 716 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: 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 150% of the original grant of 477 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 150% of the original grant of 477 performance-based restricted stock units ("RSUs"). Read SEC document |
| February 18, 2023 Filed Feb 22, 2023 21:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 222 | $269.99 | $59,937.78 |
DisclosureSEC source: 0001567619-23-003494 · doc1.xml · nonDerivative · entry 5 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,731 Read SEC document |
| February 18, 2023 Filed Feb 22, 2023 21:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003494 · doc1.xml · nonDerivative · entry 4 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,953 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 18, 2023 Filed Feb 22, 2023 21:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 716 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003494 · doc1.xml · nonDerivative · entry 3 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,900 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 477 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 17, 2023 Filed Feb 22, 2023 21:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,876 | $0.00 Strike: $97.15 | $0.00 |
DisclosureSEC source: 0001567619-23-003494 · doc1.xml · derivative · entry 7 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,876 shares Expires 2025-03-16 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. F5 · 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 17, 2023 Filed Feb 22, 2023 21:00 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,876 | $270.00 | $776,520.00 |
DisclosureSEC source: 0001567619-23-003494 · doc1.xml · nonDerivative · entry 2 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,184 Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,876 | $97.15 | $279,403.40 |
DisclosureSEC source: 0001567619-23-003494 · doc1.xml · nonDerivative · entry 1 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,060 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 |
| February 13, 2023 Filed Feb 15, 2023 22:40 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 292 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003079 · doc1.xml · derivative · entry 6 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 769 Underlying: Common Stock · 292 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. F6 · 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 477 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 292 RSUs earned above the target grant. F6 · 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 477 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 292 RSUs earned above the target grant. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 22:40 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 887 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003079 · doc1.xml · derivative · entry 5 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 887 Underlying: Common Stock · 887 shares Expires 2026-02-13 F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation (the "Company") common stock. F5 · shares: Represents the target number of RSUs granted, subject to performance-based vesting conditions linked to diluted earnings per share ("EPS") growth and return on invested capital ("ROIC") for the period of January 1, 2023 through December 31, 2025 (the "Performance Period"). If the Company satisfies both the EPS and ROIC thresholds, then the number of RSUs that vest may be increased or decreased based upon the Company total shareholder return relative to the S&P 500 Index over the Performance Period. The number of RSUs earned will range from 50% to 150% of the target number of RSUs granted. F5 · derivative.exercise_date: Represents the target number of RSUs granted, subject to performance-based vesting conditions linked to diluted earnings per share ("EPS") growth and return on invested capital ("ROIC") for the period of January 1, 2023 through December 31, 2025 (the "Performance Period"). If the Company satisfies both the EPS and ROIC thresholds, then the number of RSUs that vest may be increased or decreased based upon the Company total shareholder return relative to the S&P 500 Index over the Performance Period. The number of RSUs earned will range from 50% to 150% of the target number of RSUs granted. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 22:40 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 3,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003079 · doc1.xml · derivative · entry 4 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,757 Underlying: Common Stock · 3,757 shares Expires 2026-02-13 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 · derivative.exercise_date: RSUs vest in full on the third anniversary of the grant date. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 22:40 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 4,508 | $0.00 Strike: $266.20 | $0.00 |
DisclosureSEC source: 0001567619-23-003079 · doc1.xml · derivative · entry 3 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,508 Underlying: Common Stock · 4,508 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 |
| July 27, 2022 Filed Jul 29, 2022 17:20 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,371 | $0.00 Strike: $94.89 | $0.00 |
DisclosureSEC source: 0001567619-22-014642 · doc1.xml · derivative · entry 4 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,371 shares Expires 2024-02-12 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_date: Options became exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| July 27, 2022 Filed Jul 29, 2022 17:20 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,371 | $255.62 | $606,075.02 |
DisclosureSEC source: 0001567619-22-014642 · doc1.xml · nonDerivative · entry 2 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,184 F1 · price: This transaction was executed in multiple trades ranging from $255.60 to $255.81 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 |
| July 27, 2022 Filed Jul 29, 2022 17:20 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,371 | $94.89 | $224,984.19 |
DisclosureSEC source: 0001567619-22-014642 · doc1.xml · nonDerivative · entry 1 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,555 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 |
| February 14, 2022 Filed Feb 16, 2022 22:25 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 5,342 | $0.00 Strike: $253.39 | $0.00 |
DisclosureSEC source: 0001567619-22-004735 · doc1.xml · derivative · entry 8 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,342 Underlying: Common Stock · 5,342 shares Expires 2032-02-14 F6 · 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 14, 2022 Filed Feb 16, 2022 22:25 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 829 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-004735 · doc1.xml · derivative · entry 7 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 829 Underlying: Common Stock · 829 shares Expires 2025-02-14 F2 · derivative.exercise_price: Each performance-based RSU represents a right to acquire one share of McDonald's Corporation common stock. F5 · shares: Represents the target number of RSUs granted, subject to performance-based vesting conditions linked to diluted earnings per share ("EPS") growth and return on invested capital ("ROIC") for the period of January 1, 2022 through December 31, 2024 (the "Performance Period"). If McDonald's Corporation satisfies both the EPS and ROIC thresholds, then the number of RSUs that vest may be increased or decreased based upon the McDonald's Corporation total shareholder return relative to the S&P 500 Index over the Performance Period. The number of RSUs earned will range from 50% to 150% of the target number of RSUs granted. F5 · derivative.exercise_date: Represents the target number of RSUs granted, subject to performance-based vesting conditions linked to diluted earnings per share ("EPS") growth and return on invested capital ("ROIC") for the period of January 1, 2022 through December 31, 2024 (the "Performance Period"). If McDonald's Corporation satisfies both the EPS and ROIC thresholds, then the number of RSUs that vest may be increased or decreased based upon the McDonald's Corporation total shareholder return relative to the S&P 500 Index over the Performance Period. The number of RSUs earned will range from 50% to 150% of the target number of RSUs granted. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 22:25 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherDividend Equivalent Rights · Derivative | 31 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-004735 · doc1.xml · derivative · entry 6 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 31 shares Expires 2022-02-14 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, 2022 Filed Feb 16, 2022 22:25 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 410 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-004735 · doc1.xml · derivative · entry 5 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 410 shares Expires 2022-02-14 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 performance-based RSU represents a right to acquire one share of McDonald's Corporation common stock. F1 · shares: As a result of McDonald's Corporation's performance against the pre-approved financial targets, the reporting person vested in 66.7% of the original grant of 614 performance-based restricted stock units ("RSUs"). F1 · derivative.underlying_shares: As a result of McDonald's Corporation's performance against the pre-approved financial targets, the reporting person vested in 66.7% of the original grant of 614 performance-based restricted stock units ("RSUs"). Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 22:25 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 148 | $253.39 | $37,501.72 |
DisclosureSEC source: 0001567619-22-004735 · doc1.xml · nonDerivative · entry 3 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,184 Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 22:25 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherCommon Stock | 31 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-004735 · doc1.xml · nonDerivative · entry 2 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,332 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, 2022 Filed Feb 16, 2022 22:25 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 410 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-004735 · doc1.xml · nonDerivative · entry 1 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,301 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 performance against the pre-approved financial targets, the reporting person vested in 66.7% of the original grant of 614 performance-based restricted stock units ("RSUs"). F2 · price: Each performance-based RSU represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| July 29, 2021 Filed Jul 30, 2021 18:39 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,261 | $0.00 Strike: $94.00 | $0.00 |
DisclosureSEC source: 0001123292-21-001160 · edgar.xml · derivative · entry 5 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,261 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. F2 · derivative.exercise_date: Options became exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| July 29, 2021 Filed Jul 30, 2021 18:39 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 232 | $244.72 | $56,775.04 |
DisclosureSEC source: 0001123292-21-001160 · edgar.xml · nonDerivative · entry 3 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 891 Read SEC document |
| July 29, 2021 Filed Jul 30, 2021 18:39 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,261 | $243.32 | $550,146.52 |
DisclosureSEC source: 0001123292-21-001160 · edgar.xml · nonDerivative · entry 2 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,123 Read SEC document |
| July 29, 2021 Filed Jul 30, 2021 18:39 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,261 | $94.00 | $212,534.00 |
DisclosureSEC source: 0001123292-21-001160 · edgar.xml · nonDerivative · entry 1 Hoovel Catherine A. · CIK 0001686304 · SVP - Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,384 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 |
| February 19, 2021 Filed Feb 23, 2021 21:13 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherDividend Equivalent Rights · Derivative | 25 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-21-004673 · doc1.xml · derivative · entry 6 Hoovel Catherine A. · CIK 0001686304 · VP - Chief Acctg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25 shares Expires not disclosed 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 · 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 · 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.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 |
| February 19, 2021 Filed Feb 23, 2021 21:13 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004673 · doc1.xml · derivative · entry 5 Hoovel Catherine A. · CIK 0001686304 · VP - Chief Acctg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 316 shares Expires 2021-02-19 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: As a result of McDonald's Corporation's performance against the pre-approved financial targets, the reporting person vested in 50% of the original grant of 632 performance-based restricted stock units ("RSUs"). F1 · derivative.underlying_shares: As a result of McDonald's Corporation's performance against the pre-approved financial targets, the reporting person vested in 50% of the original grant of 632 performance-based restricted stock units ("RSUs"). Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:13 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 109 | $212.24 | $23,134.16 |
DisclosureSEC source: 0001567619-21-004673 · doc1.xml · nonDerivative · entry 3 Hoovel Catherine A. · CIK 0001686304 · VP - Chief Acctg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,123 Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:13 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherCommon Stock | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004673 · doc1.xml · nonDerivative · entry 2 Hoovel Catherine A. · CIK 0001686304 · VP - Chief Acctg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,232 F3 · 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 |
| February 19, 2021 Filed Feb 23, 2021 21:13 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004673 · doc1.xml · nonDerivative · entry 1 Hoovel Catherine A. · CIK 0001686304 · VP - Chief Acctg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,207 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 performance against the pre-approved financial targets, the reporting person vested in 50% of the original grant of 632 performance-based restricted stock units ("RSUs"). F2 · price: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:59 UTC | MCDONALDS CORP MCD · Entity 2849 | Disposition to issuerRestricted Stock Units · Derivative | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004415 · doc1.xml · derivative · entry 5 Hoovel Catherine A. · CIK 0001686304 · VP - Chief Acctg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316 Underlying: Common Stock · 316 shares Expires 2021-02-19 F3 · derivative.exercise_price: Each performance-based restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. F5 · shares: As a result of McDonald's Corporation's performance against the pre-approved financial targets as certified on February 16, 2021 for the period of January 1, 2018 through December 31, 2020, the reporting person will vest in 50% of the original target amount of 632 performance-based RSUs, subject to completion of the service period through February 19, 2021. The transaction reported reflects the forfeiture of 50% of the target amount originally reported by the reporting person on February 21, 2018. F5 · derivative.underlying_shares: As a result of McDonald's Corporation's performance against the pre-approved financial targets as certified on February 16, 2021 for the period of January 1, 2018 through December 31, 2020, the reporting person will vest in 50% of the original target amount of 632 performance-based RSUs, subject to completion of the service period through February 19, 2021. The transaction reported reflects the forfeiture of 50% of the target amount originally reported by the reporting person on February 21, 2018. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:59 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004415 · doc1.xml · derivative · entry 4 Hoovel Catherine A. · CIK 0001686304 · VP - Chief Acctg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 634 Underlying: Common Stock · 634 shares Expires 2024-02-16 F3 · derivative.exercise_price: Each performance-based restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. F4 · shares: Represents the target number of RSUs granted, subject to performance-based vesting conditions linked to diluted earnings per share ("EPS") growth and return on invested capital ("ROIC") for the period of January 1, 2021 through December 31, 2023 (the "Performance Period"). If McDonald's Corporation satisfies both the EPS and ROIC thresholds, then the number of RSUs that vest may be increased or decreased based upon the McDonald's Corporation total shareholder return relative to the S&P 500 Index over the Performance Period. The number of RSUs earned will range from 50% to 150% of the target number of RSUs granted. F4 · derivative.exercise_date: Represents the target number of RSUs granted, subject to performance-based vesting conditions linked to diluted earnings per share ("EPS") growth and return on invested capital ("ROIC") for the period of January 1, 2021 through December 31, 2023 (the "Performance Period"). If McDonald's Corporation satisfies both the EPS and ROIC thresholds, then the number of RSUs that vest may be increased or decreased based upon the McDonald's Corporation total shareholder return relative to the S&P 500 Index over the Performance Period. The number of RSUs earned will range from 50% to 150% of the target number of RSUs granted. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:59 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 4,449 | $0.00 Strike: $215.03 | $0.00 |
DisclosureSEC source: 0001567619-21-004415 · doc1.xml · derivative · entry 3 Hoovel Catherine A. · CIK 0001686304 · VP - Chief Acctg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,449 Underlying: Common Stock · 4,449 shares Expires 2031-02-16 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 |
| August 04, 2020 Filed Aug 6, 2020 18:23 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 745 | $196.44 | $146,347.80 |
DisclosureSEC source: 0001567619-20-014389 · doc1.xml · nonDerivative · entry 1 Hoovel Catherine A. · CIK 0001686304 · VP - Chief Acctg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 891 Read SEC document |
| March 08, 2020 Filed Mar 10, 2020 19:07 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-005985 · doc1.xml · derivative · entry 4 Hoovel Catherine A. · CIK 0001686304 · VP - Chief Acctg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,055 shares Expires 2020-03-08 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: As a result of McDonald's Corporation's performance against the pre-approved financial targets, the reporting person vested in 150% of the original grant of 703 performance-based restricted stock units ("RSUs"). F1 · derivative.underlying_shares: As a result of McDonald's Corporation's performance against the pre-approved financial targets, the reporting person vested in 150% of the original grant of 703 performance-based restricted stock units ("RSUs"). Read SEC document |
| March 08, 2020 Filed Mar 10, 2020 19:07 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 310 | $198.86 | $61,646.60 |
DisclosureSEC source: 0001567619-20-005985 · doc1.xml · nonDerivative · entry 2 Hoovel Catherine A. · CIK 0001686304 · VP - Chief Acctg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,636 Read SEC document |
| March 08, 2020 Filed Mar 10, 2020 19:07 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-005985 · doc1.xml · nonDerivative · entry 1 Hoovel Catherine A. · CIK 0001686304 · VP - Chief Acctg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,946 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 performance against the pre-approved financial targets, the reporting person vested in 150% of the original grant of 703 performance-based restricted stock units ("RSUs"). F2 · price: Each RSU represents a right to acquire 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.