Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | Director | March 31, 2023 | April 04, 2023 |
| NEW YORK TIMES CONYT · Entity 3490 | Director | July 23, 2026 | July 27, 2026 |
| NIKE, Inc.NKE · Entity 2537 | Director | April 09, 2026 | April 10, 2026 |
| RYAN SPECIALTY HOLDINGS, INC.RYAN · Entity 3319 | Director | June 10, 2026 | June 11, 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.
MCDONALDS CORP
Report date March 31, 2023 · Filed April 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 63,847.7 |
Reported balance
After 2023-03-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-31 · Grant · Acquired 102.82 · Balance 63,847.7 F2: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors Deferred Compensation Plan (the "Plan"). F3: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F5: Includes shares acquired through dividend reinvestment. |
| Common StockSEC Table I · non-derivative | Direct | 88,500 |
Reported balance
Holding disclosure · report date 2023-03-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 88,500 |
| Common StockSEC Table I · non-derivative | IndirectBy daughter | 100 |
Reported balance
Holding disclosure · report date 2023-03-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 100 F1: Beneficial ownership disclaimed. |
Filing footnotes · ownership attribution and instrument terms
F1: Beneficial ownership disclaimed.
F2: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors Deferred Compensation Plan (the "Plan").
F3: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation.
F4: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board.
F5: Includes shares acquired through dividend reinvestment.
NEW YORK TIMES CO
Report date July 23, 2026 · Filed July 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 54,598 |
Reported balance
After 2026-07-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-23 · Grant · Acquired 106 · Balance 54,598 F1: Restricted Stock Units ("RSUs") acquired in respect of previously reported RSUs awarded under The New York Times Company 2020 Incentive Compensation Plan in connection with, and with a value equal to, cash dividends paid on The New York Times Company's Class A Common Stock ("Dividend Equivalent RSUs"). Dividend Equivalent RSUs granted in respect of vested RSUs are fully vested at grant. Dividend Equivalent RSUs granted in respect of unvested RSUs will vest on the date that such unvested RSUs vest, which is the date of the Company's first annual meeting following the initial grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units ("RSUs") acquired in respect of previously reported RSUs awarded under The New York Times Company 2020 Incentive Compensation Plan in connection with, and with a value equal to, cash dividends paid on The New York Times Company's Class A Common Stock ("Dividend Equivalent RSUs"). Dividend Equivalent RSUs granted in respect of vested RSUs are fully vested at grant. Dividend Equivalent RSUs granted in respect of unvested RSUs will vest on the date that such unvested RSUs vest, which is the date of the Company's first annual meeting following the initial grant.
NIKE, Inc.
Report date April 09, 2026 · Filed April 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 41,022 |
Reported balance
After 2026-04-09 transaction · row 1
1 source rowRow 1 · 2026-04-09 · Purchase · Acquired 4,000 · Balance 41,022 F1: Pursuant to Company policy, market transactions in Company stock by officers and directors are permitted only after the first full trading day after the release of quarterly earnings and ending on the fourteenth day of the third month of the following fiscal quarter, except pursuant to approved 10b5-1 trading plans. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to Company policy, market transactions in Company stock by officers and directors are permitted only after the first full trading day after the release of quarterly earnings and ending on the fourteenth day of the third month of the following fiscal quarter, except pursuant to approved 10b5-1 trading plans.
RYAN SPECIALTY HOLDINGS, INC.
Report date June 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 117,933 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Purchase · Acquired 7,500 · Balance 117,933 F1: The price reported is a weighted average price. These shares of Class A Common Stock of the Issuer were purchased in multiple transactions ranging from $35.15 to $35.165, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price in the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These shares of Class A Common Stock of the Issuer were purchased in multiple transactions ranging from $35.15 to $35.165, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price in the range set forth in this footnote.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EXELON CORP
Report date June 30, 2019 · Filed July 01, 2019
Section 16 reporting ended · disclosed 2019-07-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Deferred Stock Units)SEC Table I · non-derivative | IndirectBy Exelon Directors' Deferred Stock Unit Plan | 58,447 |
Reported balance
After 2019-06-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-06-30 · Grant · Acquired 258 · Balance 58,447 F1: Balance includes 422 shares acquired on June 10, 2019 through automatic dividend reinvestment. |
| Common StockSEC Table I · non-derivative | Direct | 19,733 |
Reported balance
Holding disclosure · report date 2019-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 19,733 F2: Balance reflects the distribution of 5,359 deferred stock units from the legacy Unicom Directors Fee Plan which converted to shares of common stock on a 1 for 1 basis, including 39 additional stock units acquired on June 10, 2019 through automatic dividend reinvestment through the Plan. |
| Deferred Compensation - Phantom Share EquivalentsSEC Table II · derivative / convertible security | Direct | 15,859 |
Reported balance
Holding disclosure · report date 2019-06-30 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 15,859 F3: Phantom share equivalents in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance reflects 115 share equivalents accrued on May 14, 2019 through automatic dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Balance includes 422 shares acquired on June 10, 2019 through automatic dividend reinvestment.
F2: Balance reflects the distribution of 5,359 deferred stock units from the legacy Unicom Directors Fee Plan which converted to shares of common stock on a 1 for 1 basis, including 39 additional stock units acquired on June 10, 2019 through automatic dividend reinvestment through the Plan.
F3: Phantom share equivalents in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance reflects 115 share equivalents accrued on May 14, 2019 through automatic 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 |
|---|---|---|---|---|---|---|
| April 22, 2021 Filed Apr 26, 2021 22:23 UTC | NEW YORK TIMES CO NYT · Entity 3490 | GrantClass A Common Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028396 · doc4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,794 F1 · security: Restricted Stock Units ("RSUs") acquired in respect of previously reported RSUs awarded under The New York Times Company 2020 Incentive Compensation Plan in connection with, and with a value equal to, cash dividends paid on The New York Times Company's Class A Common Stock ("Dividend Equivalent RSUs"). Dividend Equivalent RSUs granted in respect of vested RSUs are fully vested at grant. Dividend Equivalent RSUs granted in respect of unvested RSUs will vest on the date that such unvested RSUs vest, which is the date of the Company's first annual meeting following the initial grant. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 21:36 UTC | NEW YORK TIMES CO NYT · Entity 3490 | GrantClass A Common Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-005089 · doc4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,778 F1 · security: Restricted Stock Units ("RSUs") acquired in respect of previously reported RSUs awarded under The New York Times Company 2020 Incentive Compensation Plan in connection with, and with a value equal to, cash dividends paid on The New York Times Company's Class A Common Stock ("Dividend Equivalent RSUs"). Dividend Equivalent RSUs granted in respect of vested RSUs are fully vested at grant. Dividend Equivalent RSUs granted in respect of unvested RSUs will vest on the date that such unvested RSUs vest, which is the date of the Company's first annual meeting following the initial grant. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 17:22 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 996.13 | $214.58 | $213,749.58 |
DisclosureSEC source: 0001567619-21-000173 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,807.05 Underlying: Common Stock · 996.13 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F3 · kind: Acqusition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| October 22, 2020 Filed Oct 26, 2020 22:13 UTC | NEW YORK TIMES CO NYT · Entity 3490 | GrantClass A Common Stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-055853 · doc4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,765 F1 · security: Restricted Stock Units ("RSUs") acquired in respect of previously reported RSUs awarded under The New York Times Company 2020 Incentive Compensation Plan in connection with, and with a value equal to, cash dividends paid on The New York Times Company's Class A Common Stock ("Dividend Equivalent RSUs"). Dividend Equivalent RSUs granted in respect of vested RSUs are fully vested at grant. Dividend Equivalent RSUs granted in respect of unvested RSUs will vest on the date that such unvested RSUs vest, which is the date of the Company's first annual meeting following the initial grant. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 15:06 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 98.24 | $219.49 | $21,562.70 |
DisclosureSEC source: 0001567619-20-017401 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,465.9 Underlying: Common Stock · 98.24 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F3 · kind: Acqusition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 17, 2020 Filed Sep 18, 2020 21:18 UTC | NIKE, Inc. NKE · Entity 2537 | GrantClass B Common Stock | 1,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-025465 · form4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,475 F1 · shares: Restricted shares granted on 09/17/2020 under the NIKE, Inc. Stock Incentive Plan. The restrictions lapse with respect to 100% of the shares on the earlier of the date of the next annual meeting of shareholders, or the first anniversary of the date of grant. Read SEC document |
| July 23, 2020 Filed Jul 27, 2020 21:41 UTC | NEW YORK TIMES CO NYT · Entity 3490 | GrantClass A Common Stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-043760 · doc4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,750 F1 · security: Restricted Stock Units ("RSUs") acquired in respect of previously reported RSUs awarded under The New York Times Company 2020 Incentive Compensation Plan in connection with, and with a value equal to, cash dividends paid on The New York Times Company's Class A Common Stock ("Dividend Equivalent RSUs"). Dividend Equivalent RSUs granted in respect of vested RSUs are fully vested at grant. Dividend Equivalent RSUs granted in respect of unvested RSUs will vest on the date that such unvested RSUs vest, which is the date of the Company's first annual meeting following the initial grant. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 18:04 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 122.88 | $184.47 | $22,667.67 |
DisclosureSEC source: 0001567619-20-012785 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,046.98 Underlying: Common Stock · 122.88 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F3 · kind: Acqusition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| April 23, 2020 Filed Apr 27, 2020 21:15 UTC | NEW YORK TIMES CO NYT · Entity 3490 | GrantClass A Common Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-025845 · doc4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,735 F1 · security: Restricted Stock Units ("RSUs") acquired in respect of previously reported RSUs awarded under The New York Times Company 2010 Incentive Compensation Plan in connection with, and with a value equal to, cash dividends paid on The New York Times Company's Class A Common Stock ("Dividend Equivalent RSUs"). Dividend Equivalent RSUs granted in respect of vested RSUs are fully vested at grant. Dividend Equivalent RSUs granted in respect of unvested RSUs will vest on the date that such unvested RSUs vest, which is the date of the Company's first annual meeting following the initial grant. Read SEC document |
| April 22, 2020 Filed Apr 24, 2020 20:51 UTC | NEW YORK TIMES CO NYT · Entity 3490 | GrantClass A Common Stock | 3,764 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-025615 · doc4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,719 F1 · security: Consists of a grant of stock-settled restricted stock units under The New York Times Company 2020 Incentive Compensation Plan. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock and vests on the date of the following Annual Meeting of Stockholders. Vested shares will be delivered within 90 days following the cessation of the reporting person's membership on the Board of Directors. Read SEC document |
| April 03, 2020 Filed Apr 6, 2020 20:24 UTC | NIKE, Inc. NKE · Entity 2537 | PurchaseClass B Common Stock | 1,000 | $78.61 | $78,609.70 |
DisclosureSEC source: 0001127602-20-013318 · form4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,851 F1 · date: Pursuant to Company policy, market transactions in Company stock by officers and directors are permitted only after the first full trading day after the release of quarterly earnings and ending on the last day of the second month of the following fiscal quarter, except pursuant to approved 10b5-1 trading plans. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 15:10 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 173.87 | $165.35 | $28,749.40 |
DisclosureSEC source: 0001567619-20-007350 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,551.05 Underlying: Common Stock · 173.87 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F3 · kind: Acqusition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 26, 2020 Filed Mar 27, 2020 20:26 UTC | NIKE, Inc. NKE · Entity 2537 | PurchaseClass B Common Stock | 2,500 | $84.22 | $210,543.00 |
DisclosureSEC source: 0001127602-20-012080 · form4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,851 F1 · date: Pursuant to Company policy, market transactions in Company stock by officers and directors are permitted only after the first full trading day after the release of quarterly earnings and ending on the last day of the second month of the following fiscal quarter, except pursuant to approved 10b5-1 trading plans. Read SEC document |
| January 23, 2020 Filed Jan 27, 2020 21:46 UTC | NEW YORK TIMES CO NYT · Entity 3490 | GrantClass A Common Stock | 11 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005017 · doc4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,955 F1 · security: Restricted Stock Units ("RSUs") acquired in respect of previously reported RSUs awarded under The New York Times Company 2010 Incentive Compensation Plan in connection with, and with a value equal to, cash dividends paid on The New York Times Company's Class A Common Stock ("Dividend Equivalent RSUs"). Dividend Equivalent RSUs granted in respect of vested RSUs are fully vested at grant. Dividend Equivalent RSUs granted in respect of unvested RSUs will vest on the date that such unvested RSUs vest, which is the date of the Company's first annual meeting following the initial grant. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 18:37 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,054.23 | $197.61 | $208,326.39 |
DisclosureSEC source: 0001567619-20-000228 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,908.18 Underlying: Common Stock · 1,054.23 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F3 · kind: Acqusition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 23:18 UTC | MCDONALDS CORP MCD · Entity 2849 | PurchaseCommon Stock | 1,000 | $194.12 | $194,120.00 |
DisclosureSEC source: 0001567619-19-021791 · doc1.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,500 Read SEC document |
| October 17, 2019 Filed Oct 21, 2019 20:50 UTC | NEW YORK TIMES CO NYT · Entity 3490 | GrantClass A Common Stock | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-053717 · doc4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,944 F1 · security: Restricted Stock Units ("RSUs") acquired in respect of previously reported RSUs awarded under The New York Times Company 2010 Incentive Compensation Plan in connection with, and with a value equal to, cash dividends paid on The New York Times Company's Class A Common Stock ("Dividend Equivalent RSUs"). Dividend Equivalent RSUs granted in respect of vested RSUs are fully vested at grant. Dividend Equivalent RSUs granted in respect of unvested RSUs will vest on the date that such unvested RSUs vest, which is the date of the Company's first annual meeting following the initial grant. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 19:05 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 132.83 | $214.71 | $28,519.93 |
DisclosureSEC source: 0001567619-19-019043 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,509.62 Underlying: Common Stock · 132.83 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F3 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 19, 2019 Filed Sep 23, 2019 20:24 UTC | NIKE, Inc. NKE · Entity 2537 | GrantClass B Common Stock | 1,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-028942 · form4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,351 F1 · shares: Restricted shares granted on 09/19/2019 under the NIKE, Inc. Stock Incentive Plan. The restrictions lapse with respect to 100% of the shares on the earlier of the date of the next annual meeting of shareholders, or the first anniversary of the date of grant; and upon any termination of service, any shares as to which the restrictions have not expired shall be forfeited to NIKE for cancellation and become authorized but unissued shares. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 20:54 UTC | NEW YORK TIMES CO NYT · Entity 3490 | GrantClass A Common Stock | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-043510 · doc4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,932 F1 · security: Restricted Stock Units ("RSUs") acquired in respect of previously reported RSUs awarded under The New York Times Company 2010 Incentive Compensation Plan in connection with, and with a value equal to, cash dividends paid on The New York Times Company's Class A Common Stock ("Dividend Equivalent RSUs"). Dividend Equivalent RSUs granted in respect of vested RSUs are fully vested at grant. Dividend Equivalent RSUs granted in respect of unvested RSUs will vest on the date that such unvested RSUs vest, which is the date of the Company's first annual meeting following the initial grant. Read SEC document |
| June 30, 2019 Filed Jul 1, 2019 21:16 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 258 | $49.57 | $12,789.06 |
DisclosureSEC source: 0001109357-19-000065 · edgar.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director · Through April 30, 2019 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 58,447 F1 · balance_after: Balance includes 422 shares acquired on June 10, 2019 through automatic dividend reinvestment. Read SEC document |
| June 30, 2019 Filed Jul 2, 2019 16:21 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 132.43 | $207.66 | $27,500.41 |
DisclosureSEC source: 0001567619-19-014226 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,077.87 Underlying: Common Stock · 132.43 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F3 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| May 02, 2019 Filed May 6, 2019 20:54 UTC | NEW YORK TIMES CO NYT · Entity 3490 | GrantClass A Common Stock | 3,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-027769 · doc4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,922 F1 · security: Consists of a grant of stock-settled restricted stock units under The New York Times Company 2010 Incentive Compensation Plan. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock and vests on the date of the following Annual Meeting of Stockholders. Vested shares will be delivered within 90 days following the cessation of the reporting person's membership on the Board of Directors. Read SEC document |
| April 18, 2019 Filed Apr 22, 2019 20:46 UTC | NEW YORK TIMES CO NYT · Entity 3490 | GrantClass A Common Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-025510 · doc4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,475 F1 · security: Restricted Stock Units ("RSUs") acquired in respect of previously reported RSUs awarded under The New York Times Company 2010 Incentive Compensation Plan in connection with, and with a value equal to, cash dividends paid on The New York Times Company's Class A Common Stock ("Dividend Equivalent RSUs"). Dividend Equivalent RSUs granted in respect of vested RSUs are fully vested at grant. Dividend Equivalent RSUs granted in respect of unvested RSUs will vest on the date that such unvested RSUs vest, which is the date of the Company's first annual meeting following the initial grant. Read SEC document |
| March 31, 2019 Filed Apr 1, 2019 22:29 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 794 | $48.78 | $38,731.32 |
DisclosureSEC source: 0001109357-19-000048 · edgar.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 57,767 F1 · balance_after: Balance includes 420 shares acquired on March 8, 2019 through automatic dividend reinvestment. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 19:16 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 144.81 | $189.90 | $27,499.42 |
DisclosureSEC source: 0001567619-19-008138 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,640.14 Underlying: Common Stock · 144.81 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F3 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 22:19 UTC | NEW YORK TIMES CO NYT · Entity 3490 | GrantClass A Common Stock | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-005593 · doc4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,469 F1 · security: Restricted Stock Units ("RSUs") acquired in respect of previously reported RSUs awarded under The New York Times Company 2010 Incentive Compensation Plan in connection with, and with a value equal to, cash dividends paid on The New York Times Company's Class A Common Stock ("Dividend Equivalent RSUs"). Dividend Equivalent RSUs granted in respect of vested RSUs are fully vested at grant. Dividend Equivalent RSUs granted in respect of unvested RSUs will vest on the date that such unvested RSUs vest, which is the date of the Company's first annual meeting following the initial grant. Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 22:55 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 771 | $47.00 | $36,237.00 |
DisclosureSEC source: 0001109357-19-000010 · edgar.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 56,552 F1 · balance_after: Balance includes 406 shares acquired on December 10, 2018 through automatic dividend reinvestment. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 18:16 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 985.53 | $177.57 | $175,000.56 |
DisclosureSEC source: 0001567619-19-000184 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,162.58 Underlying: Common Stock · 985.53 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F3 · kind: Acqusition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 21:25 UTC | NIKE, Inc. NKE · Entity 2537 | GrantClass B Common Stock | 2,355 | $0.00 | $0.00 |
DisclosureSEC source: 0000320187-18-000230 · edgardoc.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,355 F1 · shares: Restricted shares granted on 11/15/2018 under the NIKE, Inc. Stock Incentive Plan. The restrictions lapse with respect to 100% of the shares on the first anniversary of the date of grant; and upon any termination of service, any shares as to which the restrictions have not expired shall be forfeited to NIKE for cancellation and become authorized but unissued shares. Read SEC document |
| October 18, 2018 Filed Oct 22, 2018 20:33 UTC | NEW YORK TIMES CO NYT · Entity 3490 | GrantClass A Common Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-055859 · doc4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,462 F1 · security: Restricted Stock Units ("RSUs") acquired in respect of previously reported RSUs awarded under The New York Times Company 2010 Incentive Compensation Plan in connection with, and with a value equal to, cash dividends paid on The New York Times Company's Class A Common Stock ("Dividend Equivalent RSUs"). Dividend Equivalent RSUs granted in respect of vested RSUs are fully vested at grant. Dividend Equivalent RSUs granted in respect of unvested RSUs will vest on the date that such unvested RSUs vest, which is the date of the Company's first annual meeting following the initial grant. Read SEC document |
| September 30, 2018 Filed Oct 1, 2018 21:57 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 812 | $44.62 | $36,231.44 |
DisclosureSEC source: 0001109357-18-000091 · edgar.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 55,374 F1 · balance_after: Balance includes 419 shares acquired on September 10, 2018 through automatic dividend reinvestment. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 20:42 UTC | NEW YORK TIMES CO NYT · Entity 3490 | GrantClass A Common Stock | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-044410 · doc4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,456 F1 · security: Restricted Stock Units ("RSUs") acquired in respect of previously reported RSUs awarded under The New York Times Company 2010 Incentive Compensation Plan in connection with, and with a value equal to, cash dividends paid on The New York Times Company's Class A Common Stock ("Dividend Equivalent RSUs"). Dividend Equivalent RSUs granted in respect of vested RSUs are fully vested at grant. Dividend Equivalent RSUs granted in respect of unvested RSUs will vest on the date that such unvested RSUs vest, which is the date of the Company's first annual meeting following the initial grant. Read SEC document |
| June 30, 2018 Filed Jul 2, 2018 18:52 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 906 | $40.00 | $36,240.00 |
DisclosureSEC source: 0001109357-18-000073 · edgar.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 54,143 F1 · balance_after: Balance includes 455 shares acquired on June 8, 2018 through automatic dividend reinvestment. Read SEC document |
| April 19, 2018 Filed Apr 23, 2018 21:16 UTC | NEW YORK TIMES CO NYT · Entity 3490 | GrantClass A Common Stock | 4,449 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-025882 · doc4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,449 F1 · security: Consists of a grant of stock-settled restricted stock units under The New York Times Company 2010 Incentive Compensation Plan. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock and vests on the date of the following Annual Meeting of Stockholders. Vested shares will be delivered within 90 days following the cessation of the reporting person's membership on the Board of Directors. Read SEC document |
| March 31, 2018 Filed Apr 2, 2018 21:31 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 967 | $37.50 | $36,262.50 |
DisclosureSEC source: 0001109357-18-000053 · edgar.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 52,782 F1 · balance_after: Balance includes 472 shares acquired on March 9, 2018 through automatic dividend reinvestment. Read SEC document |
| December 31, 2017 Filed Jan 2, 2018 22:32 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 883 | $41.05 | $36,247.15 |
DisclosureSEC source: 0001109357-18-000010 · edgar.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 51,343 F1 · balance_after: Balance includes 399 shares acquired on December 8, 2017 through automatic dividend reinvestment. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 17:34 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 987.68 | $172.12 | $169,999.48 |
DisclosureSEC source: 0001140361-18-000348 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,885.59 Underlying: Common Stock · 987.68 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F3 · kind: Acqusition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 30, 2017 Filed Oct 2, 2017 21:48 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 950 | $38.17 | $36,261.50 |
DisclosureSEC source: 0001109357-17-000081 · edgar.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 50,060 F1 · balance_after: Balance includes 418 shares acquired on September 8, 2017 through automatic dividend reinvestment. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 17:18 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 990 | $36.62 | $36,253.80 |
DisclosureSEC source: 0001109357-17-000065 · edgar.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 48,693 F1 · balance_after: Balance includes 423 shares acquired on June 9, 2017 through automatic dividend reinvestment. Read SEC document |
| May 11, 2017 Filed May 11, 2017 20:25 UTC | EXELON CORP EXC · Entity 3050 | PurchaseCommon Stock | 3,000 | $33.57 | $100,710.00 |
DisclosureSEC source: 0001109357-17-000052 · edgar.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,374 F1 · price: Shares were purchased in multiple lots with prices ranging from $33.565 to $33.57. Mr. Rogers undertakes undertakes to provide upon request by the SEC Staff, the issuer, or a security holder of Exelon, full information rgarding the number of shares purchased at each separate price. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 14:16 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 1,008 | $35.97 | $36,257.76 |
DisclosureSEC source: 0001109357-17-000049 · edgar.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 47,280 F1 · balance_after: Balance includes 417 shares acquired on March 10, 2017 through automatic dividend reinvestment. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 15:02 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 1,039 | $34.90 | $36,261.10 |
DisclosureSEC source: 0001109357-17-000010 · edgar.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 45,855 F1 · balance_after: Balance includes 405 shares acquired on December 9, 2016 through automatic dividend reinvestment. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 21:57 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,238.29 | $121.72 | $150,724.66 |
DisclosureSEC source: 0001140361-17-000446 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,655.67 Underlying: Common Stock · 1,238.29 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F3 · kind: Acqusition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 14:19 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 972 | $33.40 | $32,464.80 |
DisclosureSEC source: 0001109357-16-000161 · edgar.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 44,411 F1 · balance_after: Balance includes 410 shares acquired on September 9, 2016 through automatic dividend reinvestment. Read SEC document |
| December 31, 2015 Filed Jan 5, 2016 18:49 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,185.4 | $118.14 | $140,043.16 |
DisclosureSEC source: 0001140361-16-046485 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,029.18 Underlying: Common Stock · 1,185.4 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F3 · kind: Acqusition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 31, 2014 Filed Jan 5, 2015 21:50 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,760.94 | $93.70 | $165,000.08 |
DisclosureSEC source: 0001140361-15-000456 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,351.87 Underlying: Common Stock · 1,760.94 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F3 · kind: Acqusition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 30, 2014 Filed Oct 2, 2014 17:04 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 263.69 | $94.81 | $25,000.45 |
DisclosureSEC source: 0001140361-14-037007 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,195.09 Underlying: Common Stock · 263.69 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F3 · kind: Acqusition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| June 30, 2014 Filed Jul 2, 2014 16:07 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 248.164 | $100.74 | $25,000.04 |
DisclosureSEC source: 0001140361-14-027358 · doc1.xml · derivative · entry 3 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,580.785 Underlying: Common Stock · 248.164 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F3 · kind: Acqusition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| April 23, 2014 Filed Apr 25, 2014 20:56 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $25.31 | $0.00 |
DisclosureSEC source: 0001140361-14-017581 · doc1.xml · derivative · entry 4 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2014-05-20 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 become exercisable in 33% increments on the first, second and third 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.