Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERSHEY COHSY · Entity 795 | Director | October 01, 2026 | October 05, 2026 |
| MCDONALDS CORPMCD · Entity 2849 | SEVP - Strategic Initiatives | February 18, 2023 | February 22, 2023 |
| MCKESSON CORPMCK · Entity 2904 | Director | July 22, 2026 | July 23, 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.
HERSHEY CO
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,653.814 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 282.486 · Balance 2,653.814 F1: The total amount of securities reported as directly owned in Column 5 includes 20.034 shares acquired on September 15, 2026, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The total amount of securities reported as directly owned in Column 5 includes 20.034 shares acquired on September 15, 2026, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders.
MCDONALDS CORP
Report date February 18, 2023 · Filed February 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,688 |
Ending reported balance
After 2023-02-18 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-02-18 · Exercise / conversion · Acquired 11,980 · Balance 33,948 F1: As a result of McDonald's Corporation's (the "Company") performance against the pre-approved financial targets, the reporting person vested in 153.7% of the original grant of 7,794 performance based restricted stock units ("RSUs"). F2: Each RSU represents a right to acquire one share of the Company's common stock. Row 2 · 2023-02-18 · Exercise / conversion · Acquired 883 · Balance 34,831 F3: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Row 3 · 2023-02-18 · Tax withholding · Disposed 5,143 · Balance 29,688 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2023-02-18 | Direct | 0 |
Reported balance
After 2023-02-18 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-02-18 · Exercise / conversion · Disposed 11,980 · Balance 0 F2: Each RSU represents a right to acquire one share of the Company's common stock. F1: As a result of McDonald's Corporation's (the "Company") performance against the pre-approved financial targets, the reporting person vested in 153.7% of the original grant of 7,794 performance based restricted stock units ("RSUs"). |
| Dividend Equivalent RightsSEC Table II · derivative / convertible security · Expires 2023-02-18 | Direct | 0 |
Reported balance
After 2023-02-18 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-02-18 · Exercise / conversion · Disposed 883 · Balance 0 F3: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. |
| Common StockSEC Table I · non-derivative | IndirectProfit Sharing Plan | 3,947.91 |
Reported balance
Holding disclosure · report date 2023-02-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,947.91 F4: Includes shares acquired through dividend reinvestment. |
| Phantom StockSEC Table II · derivative / convertible security | IndirectNon-Qualified Benefit Plan | 2,483.27 |
Reported balance
Holding disclosure · report date 2023-02-18 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 2,483.27 F5: Each share of phantom stock represents a right to receive the cash value of one share of the Company's common stock. F6: Shares of phantom stock are payable in cash following the reporting person's separation from service with the Company. F4: Includes shares acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: As a result of McDonald's Corporation's (the "Company") performance against the pre-approved financial targets, the reporting person vested in 153.7% of the original grant of 7,794 performance based restricted stock units ("RSUs").
F2: Each RSU represents a right to acquire one share of the Company's common stock.
F3: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock.
F4: Includes shares acquired through dividend reinvestment.
F5: Each share of phantom stock represents a right to receive the cash value of one share of the Company's common stock.
F6: Shares of phantom stock are payable in cash following the reporting person's separation from service with the Company.
MCKESSON CORP
Report date July 22, 2026 · Filed July 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 277 |
Reported balance
After 2026-07-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-22 · Grant · Acquired 277 · Balance 277 F1: RSUs granted pursuant to an annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. |
Filing footnotes · ownership attribution and instrument terms
F1: RSUs granted pursuant to an annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board.
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 13, 2019 Filed Feb 16, 2019 00:31 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 18,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-004719 · doc1.xml · nonDerivative · entry 1 OZAN KEVIN M · CIK 0001425716 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,723 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 the Company's performance against the pre-approved financial targets, the reporting person vested in 173.3% of the original grant of 10,709 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 |
| May 01, 2018 Filed May 3, 2018 15:38 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 11,755 | $0.00 Strike: $75.93 | $0.00 |
DisclosureSEC source: 0001140361-18-021449 · doc1.xml · derivative · entry 4 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,755 shares Expires 2021-02-09 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 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| May 01, 2018 Filed May 3, 2018 15:38 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 18,636 | $165.69 | $3,087,798.84 |
DisclosureSEC source: 0001140361-18-021449 · doc1.xml · nonDerivative · entry 2 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,164 F1 · price: This transaction was executed in multiple trades at prices ranging from $165.35 to $166.50 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 |
| May 01, 2018 Filed May 3, 2018 15:38 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 11,755 | $75.93 | $892,557.15 |
DisclosureSEC source: 0001140361-18-021449 · doc1.xml · nonDerivative · entry 1 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,800 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 16:37 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 6,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-014239 · doc1.xml · derivative · entry 4 OZAN KEVIN M · CIK 0001425716 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,177 shares Expires 2018-03-16 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. 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 the Company's performance against the pre-approved financial targets, the reporting person vested in 200% of the original grant of 6,177 performance-based restricted stock units ("RSUs"). F1 · derivative.underlying_shares: As a result of the Company's performance against the pre-approved financial targets, the reporting person vested in 200% of the original grant of 6,177 performance-based restricted stock units ("RSUs"). Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 16:37 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 5,473 | $162.36 | $888,596.28 |
DisclosureSEC source: 0001140361-18-014239 · doc1.xml · nonDerivative · entry 2 OZAN KEVIN M · CIK 0001425716 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,045 Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 16:37 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 12,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-014239 · doc1.xml · nonDerivative · entry 1 OZAN KEVIN M · CIK 0001425716 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,518 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 the Company's performance against the pre-approved financial targets, the reporting person vested in 200% of the original grant of 6,177 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 19, 2018 Filed Feb 21, 2018 22:28 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 9,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-009447 · doc1.xml · derivative · entry 4 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,152 Underlying: Common Stock · 9,152 shares Expires 2021-02-19 F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. Upon vesting, payout under the RSUs will be in the form of shares or, at the discretion of the Compensation Committee of the Board of Directors, the cash value thereof. 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 incremental invested capital ("ROIIC") for the period of January 1, 2018 through December 31, 2020 (the "Performance Period"). If McDonald's Corporation satisfies both the EPS and ROIIC 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 0% to 200% 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 incremental invested capital ("ROIIC") for the period of January 1, 2018 through December 31, 2020 (the "Performance Period"). If McDonald's Corporation satisfies both the EPS and ROIIC 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 0% to 200% of the target number of RSUs granted. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 22:28 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 60,925 | $0.00 Strike: $157.79 | $0.00 |
DisclosureSEC source: 0001140361-18-009447 · doc1.xml · derivative · entry 3 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,925 Underlying: Common Stock · 60,925 shares Expires 2028-02-19 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 26, 2017 Filed Jul 28, 2017 15:21 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 12,447 | $0.00 Strike: $63.25 | $0.00 |
DisclosureSEC source: 0001140361-17-028998 · doc1.xml · derivative · entry 7 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,447 shares Expires 2020-02-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| July 26, 2017 Filed Jul 28, 2017 15:21 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 12,875 | $0.00 Strike: $57.08 | $0.00 |
DisclosureSEC source: 0001140361-17-028998 · doc1.xml · derivative · entry 6 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,875 shares Expires 2019-02-11 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. F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| July 26, 2017 Filed Jul 28, 2017 15:21 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 12,447 | $158.50 | $1,972,849.50 |
DisclosureSEC source: 0001140361-17-028998 · doc1.xml · nonDerivative · entry 4 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,164 Read SEC document |
| July 26, 2017 Filed Jul 28, 2017 15:21 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 12,447 | $63.25 | $787,272.75 |
DisclosureSEC source: 0001140361-17-028998 · doc1.xml · nonDerivative · entry 3 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,611 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 |
| July 26, 2017 Filed Jul 28, 2017 15:21 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 12,875 | $158.50 | $2,040,687.50 |
DisclosureSEC source: 0001140361-17-028998 · doc1.xml · nonDerivative · entry 2 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,164 Read SEC document |
| July 26, 2017 Filed Jul 28, 2017 15:21 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 12,875 | $57.08 | $734,905.00 |
DisclosureSEC source: 0001140361-17-028998 · doc1.xml · nonDerivative · entry 1 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,039 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 |
| March 08, 2017 Filed Mar 10, 2017 22:56 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 9,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-000637 · edgar.xml · derivative · entry 4 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,759 Underlying: Common Stock · 9,759 shares Expires 2020-03-08 F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. Upon vesting, payout under the RSUs will be in the form of shares or, at the discretion of the Compensation Committee of the Board of Directors, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. F3 · shares: Subject to performance-based vesting conditions linked to net income growth and return on incremental invested capital ("ROIIC") for the period of January 1, 2017 through December 31, 2019 (the "Performance Period"). If McDonald's Corporation satisfies both the net income and ROIIC 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 0% to 200% of the target number of RSUs granted. F3 · derivative.exercise_date: Subject to performance-based vesting conditions linked to net income growth and return on incremental invested capital ("ROIIC") for the period of January 1, 2017 through December 31, 2019 (the "Performance Period"). If McDonald's Corporation satisfies both the net income and ROIIC 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 0% to 200% of the target number of RSUs granted. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 22:56 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 75,076 | $0.00 Strike: $128.09 | $0.00 |
DisclosureSEC source: 0001123292-17-000637 · edgar.xml · derivative · entry 3 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,076 Underlying: Common Stock · 75,076 shares Expires 2027-03-08 F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| February 12, 2017 Filed Feb 14, 2017 23:03 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 2,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-000417 · edgar.xml · derivative · entry 4 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,108 shares Expires 2017-02-12 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. F1 · derivative.exercise_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| February 12, 2017 Filed Feb 14, 2017 23:03 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 680 | $125.82 | $85,557.60 |
DisclosureSEC source: 0001123292-17-000417 · edgar.xml · nonDerivative · entry 2 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,164 Read SEC document |
| February 12, 2017 Filed Feb 14, 2017 23:03 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-000417 · edgar.xml · nonDerivative · entry 1 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,844 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| April 25, 2016 Filed Apr 26, 2016 15:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 8,343 | $0.00 Strike: $56.64 | $0.00 |
DisclosureSEC source: 0001140361-16-062031 · doc1.xml · derivative · entry 6 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,343 shares Expires 2018-02-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| April 25, 2016 Filed Apr 26, 2016 15:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 4,664 | $0.00 Strike: $45.02 | $0.00 |
DisclosureSEC source: 0001140361-16-062031 · doc1.xml · derivative · entry 5 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,664 shares Expires 2017-02-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| April 25, 2016 Filed Apr 26, 2016 15:15 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 13,007 | $125.07 | $1,626,785.49 |
DisclosureSEC source: 0001140361-16-062031 · doc1.xml · nonDerivative · entry 3 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,736 Read SEC document |
| April 25, 2016 Filed Apr 26, 2016 15:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 8,343 | $56.64 | $472,547.52 |
DisclosureSEC source: 0001140361-16-062031 · doc1.xml · nonDerivative · entry 2 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,743 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 |
| April 25, 2016 Filed Apr 26, 2016 15:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 4,664 | $45.02 | $209,973.28 |
DisclosureSEC source: 0001140361-16-062031 · doc1.xml · nonDerivative · entry 1 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,400 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, 2016 Filed Feb 16, 2016 19:40 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-053067 · doc1.xml · derivative · entry 7 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,197 shares Expires 2016-02-13 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. F4 · derivative.exercise_price: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. As a result of the Company's performance against the performance-based vesting condition, the reporting person vested in 0.00% of the original grant of 1,197 RSUs; therefore, all 1,197 RSUs were forfeited. Read SEC document |
| February 13, 2016 Filed Feb 16, 2016 19:40 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 2,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-053067 · doc1.xml · derivative · entry 6 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,128 shares Expires 2016-02-13 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_price: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. Upon vesting, payout under the RSUs will be in the form of shares or, at the discretion of the Compensation Committee of the Board of Directors, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. Read SEC document |
| February 13, 2016 Filed Feb 16, 2016 19:40 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 672 | $117.93 | $79,248.96 |
DisclosureSEC source: 0001140361-16-053067 · doc1.xml · nonDerivative · entry 2 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,736 Read SEC document |
| February 13, 2016 Filed Feb 16, 2016 19:40 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-053067 · doc1.xml · nonDerivative · entry 1 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,408 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 11, 2016 Filed Feb 16, 2016 19:40 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 10,709 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-053067 · doc1.xml · derivative · entry 5 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,709 Underlying: Common Stock · 10,709 shares Expires 2019-02-11 F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. Upon vesting, payout under the RSUs will be in the form of shares or, at the discretion of the Compensation Committee of the Board of Directors, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. F3 · shares: Subject to performance-based vesting conditions linked to net income growth and return on incremental invested capital ("ROIIC") for the period of January 1, 2016 through December 31, 2018 (the "Performance Period"). If McDonald's Corporation satisfies both the net income and ROIIC 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 0% to 200% of the target number of RSUs granted. F3 · derivative.exercise_date: Subject to performance-based vesting conditions linked to net income growth and return on incremental invested capital ("ROIIC") for the period of January 1, 2016 through December 31, 2018 (the "Performance Period"). If McDonald's Corporation satisfies both the net income and ROIIC 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 0% to 200% of the target number of RSUs granted. Read SEC document |
| February 11, 2016 Filed Feb 16, 2016 19:40 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 71,388 | $0.00 Strike: $116.73 | $0.00 |
DisclosureSEC source: 0001140361-16-053067 · doc1.xml · derivative · entry 4 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,388 Underlying: Common Stock · 71,388 shares Expires 2026-02-11 F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| November 11, 2015 Filed Nov 12, 2015 17:58 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 3,463 | $0.00 Strike: $36.37 | $0.00 |
DisclosureSEC source: 0001140361-15-040782 · doc1.xml · derivative · entry 4 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,463 shares Expires 2016-02-14 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_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| November 11, 2015 Filed Nov 12, 2015 17:58 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 3,463 | $113.74 | $393,881.62 |
DisclosureSEC source: 0001140361-15-040782 · doc1.xml · nonDerivative · entry 2 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,280 F1 · price: This transaction was executed in multiples trades at prices ranging from $113.74 to $113.75 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 |
| November 11, 2015 Filed Nov 12, 2015 17:58 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 3,463 | $36.37 | $125,949.31 |
DisclosureSEC source: 0001140361-15-040782 · doc1.xml · nonDerivative · entry 1 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,743 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 |
| March 16, 2015 Filed Mar 18, 2015 21:41 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 6,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-15-000592 · edgar.xml · derivative · entry 4 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,177 Underlying: Common Stock · 6,177 shares Expires 2018-03-16 F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a right to acquire one share of McDonald's Corporation common stock. Upon vesting, payout under the RSUs will be in the form of shares or, at the discretion of the Compensation Committee of the Board of Directors, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. F3 · shares: Subject to performance vesting condition based on diluted earnings per share growth. The amount reported represents the target amount of the award. Based on actual performance, the reporting person may earn between 0% and 200% of the amount reported. F3 · derivative.exercise_date: Subject to performance vesting condition based on diluted earnings per share growth. The amount reported represents the target amount of the award. Based on actual performance, the reporting person may earn between 0% and 200% of the amount reported. Read SEC document |
| March 16, 2015 Filed Mar 18, 2015 21:41 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 36,320 | $0.00 Strike: $97.15 | $0.00 |
DisclosureSEC source: 0001123292-15-000592 · edgar.xml · derivative · entry 3 OZAN KEVIN M · CIK 0001425716 · Exec Vice Pres & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,320 Underlying: Common Stock · 36,320 shares Expires 2025-03-16 F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| February 08, 2015 Filed Feb 10, 2015 21:48 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-15-005166 · doc1.xml · derivative · entry 4 OZAN KEVIN M · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,740 shares Expires 2015-02-08 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. F1 · derivative.exercise_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| February 08, 2015 Filed Feb 10, 2015 21:48 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 577 | $93.99 | $54,232.23 |
DisclosureSEC source: 0001140361-15-005166 · doc1.xml · nonDerivative · entry 2 OZAN KEVIN M · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,280 Read SEC document |
| February 08, 2015 Filed Feb 10, 2015 21:48 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-15-005166 · doc1.xml · nonDerivative · entry 1 OZAN KEVIN M · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,857 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 12, 2014 Filed Feb 14, 2014 20:38 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 2,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-007792 · doc1.xml · derivative · entry 4 OZAN KEVIN M · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,108 Underlying: Common Stock · 2,108 shares Expires 2017-02-12 F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a right to acquire one share of McDonald's Corporation common stock. Upon vesting, payout under the RSUs will be in the form of shares or, at the discretion of the Compensation Committee of the Board of Directors, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. Read SEC document |
| February 12, 2014 Filed Feb 14, 2014 20:38 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 11,329 | $0.00 Strike: $94.89 | $0.00 |
DisclosureSEC source: 0001140361-14-007792 · doc1.xml · derivative · entry 3 OZAN KEVIN M · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,329 Underlying: Common Stock · 11,329 shares Expires 2024-02-12 F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| February 09, 2014 Filed Feb 11, 2014 21:23 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-005894 · doc1.xml · derivative · entry 4 OZAN KEVIN M · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,680 shares Expires 2014-02-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| February 09, 2014 Filed Feb 11, 2014 21:23 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 577 | $95.92 | $55,345.84 |
DisclosureSEC source: 0001140361-14-005894 · doc1.xml · nonDerivative · entry 2 OZAN KEVIN M · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,117 Read SEC document |
| February 09, 2014 Filed Feb 11, 2014 21:23 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-005894 · doc1.xml · nonDerivative · entry 1 OZAN KEVIN M · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,694 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 |
| October 22, 2013 Filed Oct 23, 2013 19:16 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 4,380 | $0.00 Strike: $32.60 | $0.00 |
DisclosureSEC source: 0001140361-13-039349 · doc1.xml · derivative · entry 4 OZAN KEVIN M · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,380 shares Expires 2015-02-16 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. F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| October 22, 2013 Filed Oct 23, 2013 19:16 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 4,380 | $95.00 | $416,100.00 |
DisclosureSEC source: 0001140361-13-039349 · doc1.xml · nonDerivative · entry 2 OZAN KEVIN M · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,014 Read SEC document |
| October 22, 2013 Filed Oct 23, 2013 19:16 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 4,380 | $32.60 | $142,788.00 |
DisclosureSEC source: 0001140361-13-039349 · doc1.xml · nonDerivative · entry 1 OZAN KEVIN M · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,394 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, 2013 Filed Feb 15, 2013 20:54 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 1,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-007763 · doc1.xml · derivative · entry 5 OZAN KEVIN M · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,197 Underlying: Common Stock · 1,197 shares Expires 2016-02-13 F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a right to acquire one share of McDonald's Corporation common stock. Upon vesting, payout under the RSUs will be in the form of shares or, at the discretion of the Compensation Committee of the Board of Directors, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. F3 · derivative.exercise_date: Subject to performance vesting condition based on operating income growth, return on incremental invested capital and total shareholder return, 50% of the award will vest upon the date shown and the remaining 50% of the award is eligible to vest upon the reporting person's separation from the Company. Read SEC document |
| February 13, 2013 Filed Feb 15, 2013 20:54 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 2,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-007763 · doc1.xml · derivative · entry 4 OZAN KEVIN M · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,128 Underlying: Common Stock · 2,128 shares Expires 2016-02-13 F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a right to acquire one share of McDonald's Corporation common stock. Upon vesting, payout under the RSUs will be in the form of shares or, at the discretion of the Compensation Committee of the Board of Directors, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. Read SEC document |
| February 13, 2013 Filed Feb 15, 2013 20:54 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 10,639 | $0.00 Strike: $94.00 | $0.00 |
DisclosureSEC source: 0001140361-13-007763 · doc1.xml · derivative · entry 3 OZAN KEVIN M · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,639 Underlying: Common Stock · 10,639 shares Expires 2023-02-13 F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.