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 |
|---|---|---|---|---|---|---|
| April 24, 2008 Filed Apr 25, 2008 13:56 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 3,750 | $59.00 | $221,250.00 |
DisclosureSEC source: 0001140361-08-010254 · doc1.xml · nonDerivative · entry 2 Ozan Kevin · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402 Read SEC document |
| April 24, 2008 Filed Apr 25, 2008 13:56 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 3,750 | $14.31 | $53,662.50 |
DisclosureSEC source: 0001140361-08-010254 · doc1.xml · nonDerivative · entry 1 Ozan Kevin · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,152 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 16, 2008 Filed Feb 20, 2008 19:48 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 626 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-004659 · doc1.xml · derivative · entry 5 Ozan Kevin · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 626 shares Expires 2008-02-16 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_price: Each restricted stock unit (RSU) represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| February 16, 2008 Filed Feb 20, 2008 19:48 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 224 | $55.30 | $12,387.20 |
DisclosureSEC source: 0001140361-08-004659 · doc1.xml · nonDerivative · entry 2 Ozan Kevin · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402 Read SEC document |
| February 16, 2008 Filed Feb 20, 2008 19:48 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 626 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-004659 · doc1.xml · nonDerivative · entry 1 Ozan Kevin · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 626 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, 2008 Filed Feb 15, 2008 22:52 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 1,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-004448 · doc1.xml · derivative · entry 4 Ozan Kevin · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,192 Underlying: Common Stock · 1,192 shares Expires 2011-02-13 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, 2008 Filed Feb 15, 2008 22:52 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 8,343 | $0.00 Strike: $56.64 | $0.00 |
DisclosureSEC source: 0001140361-08-004448 · doc1.xml · derivative · entry 3 Ozan Kevin · CIK 0001425716 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,343 Underlying: Common Stock · 8,343 shares Expires 2018-02-13 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.