Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | Chairman Emeritus | April 01, 2022 | April 05, 2022 |
| RYAN SPECIALTY HOLDINGS, INC.RYAN · Entity 3319 | Director | June 07, 2022 | June 09, 2022 |
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 April 01, 2022 · Filed April 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,154 |
Ending reported balance
After 2022-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-04-01 · Exercise / conversion · Acquired 398.7 · Balance 43,552.7 F1: On April 1, 2022, 398.7 of Mr. McKenna's phantom shares were settled for cash pursuant to the Director's Deferred Compensation Plan (the "Plan") in a transaction exempt under Rules 16b-6(b) and 16b-3(e). Row 2 · 2022-04-01 · Disposition to issuer · Disposed 398.7 · Balance 43,154 F1: On April 1, 2022, 398.7 of Mr. McKenna's phantom shares were settled for cash pursuant to the Director's Deferred Compensation Plan (the "Plan") in a transaction exempt under Rules 16b-6(b) and 16b-3(e). |
| Phantom StockSEC Table II · derivative / convertible security · Expires 2022-04-01 | Direct | 60,943.64 |
Reported balance
After 2022-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-04-01 · Exercise / conversion · Disposed 398.7 · Balance 60,943.64 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 Plan. F1: On April 1, 2022, 398.7 of Mr. McKenna's phantom shares were settled for cash pursuant to the Director's Deferred Compensation Plan (the "Plan") in a transaction exempt under Rules 16b-6(b) and 16b-3(e). F3: Includes shares acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: On April 1, 2022, 398.7 of Mr. McKenna's phantom shares were settled for cash pursuant to the Director's Deferred Compensation Plan (the "Plan") in a transaction exempt under Rules 16b-6(b) and 16b-3(e).
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 Plan.
F3: Includes shares acquired through dividend reinvestment.
RYAN SPECIALTY HOLDINGS, INC.
Report date June 07, 2022 · Filed June 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 127,190 |
Reported balance
After 2022-06-07 transaction · row 1
1 source rowRow 1 · 2022-06-07 · Grant · Acquired 2,829 · Balance 127,190 |
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 |
|---|---|---|---|---|---|---|
| March 30, 2007 Filed Apr 3, 2007 20:49 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 832 | $45.05 | $37,481.60 |
DisclosureSEC source: 0001140361-07-007037 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832 Underlying: Common Stock · 832 shares Expires not disclosed F2 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. 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. Read SEC document |
| December 29, 2006 Filed Jan 3, 2007 14:38 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,917 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-07-000065 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,917 Underlying: Common Stock · 1,917 shares Expires not disclosed F2 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F2 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. 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. Read SEC document |
| December 01, 2006 Filed Dec 5, 2006 19:03 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,426 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-017502 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,426 Underlying: Common Stock · 1,426 shares Expires not disclosed F2 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F2 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. 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. Read SEC document |
| September 29, 2006 Filed Oct 3, 2006 19:26 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 792 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-014022 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 792 Underlying: Common Stock · 792 shares Expires not disclosed F2 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F2 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. 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. Read SEC document |
| June 30, 2006 Filed Jul 5, 2006 19:56 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 714 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-009920 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714 Underlying: Common Stock · 714 shares Expires not disclosed F2 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F2 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. 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. Read SEC document |
| May 25, 2006 Filed May 26, 2006 15:06 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 15,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-008197 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non- Exec Chairman of the Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires not disclosed F2 · derivative.exercise_price: Restricted Stock Units (RSUs) are granted under the Company's Amended and Restated 2001 Omnibus Stock Ownership Plan and are subject to the terms of such Plan. Upon vesting, payout under the RSUs will be in the form of an equal number of shares of McDonald's common stock or, at the discretion of the Board's Compensation Committee, 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. F2 · price: Restricted Stock Units (RSUs) are granted under the Company's Amended and Restated 2001 Omnibus Stock Ownership Plan and are subject to the terms of such Plan. Upon vesting, payout under the RSUs will be in the form of an equal number of shares of McDonald's common stock or, at the discretion of the Board's Compensation Committee, 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: The RSUs will vest on the later of one year from the grant date or Mr. McKenna's retirement date. F3 · derivative.expiration_date: The RSUs will vest on the later of one year from the grant date or Mr. McKenna's retirement date. Read SEC document |
| March 31, 2006 Filed Apr 3, 2006 20:04 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 757 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-005075 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 757 Underlying: Common Stock · 757 shares Expires not disclosed F2 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F2 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: Exercisable upon retirement. F4 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| February 10, 2006 Filed Feb 13, 2006 18:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 1,668 | $25.31 Strike: $25.31 | $42,217.08 |
DisclosureSEC source: 0001140361-06-002127 · doc1.xml · derivative · entry 12 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,332 Underlying: Common Stock · 1,668 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 |
| February 10, 2006 Filed Feb 13, 2006 18:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 3,334 | $17.50 Strike: $17.50 | $58,345.00 |
DisclosureSEC source: 0001140361-06-002127 · doc1.xml · derivative · entry 11 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 Underlying: Common Stock · 3,334 shares Expires 2013-05-22 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 |
| February 10, 2006 Filed Feb 13, 2006 18:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 5,000 | $30.40 Strike: $30.40 | $152,000.00 |
DisclosureSEC source: 0001140361-06-002127 · doc1.xml · derivative · entry 10 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2012-05-23 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 |
| February 10, 2006 Filed Feb 13, 2006 18:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 3,000 | $28.50 Strike: $28.50 | $85,500.00 |
DisclosureSEC source: 0001140361-06-002127 · doc1.xml · derivative · entry 9 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2011-05-17 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 |
| February 10, 2006 Filed Feb 13, 2006 18:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,000 | $32.97 Strike: $32.97 | $65,937.00 |
DisclosureSEC source: 0001140361-06-002127 · doc1.xml · derivative · entry 8 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2008-05-21 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 |
| February 10, 2006 Filed Feb 13, 2006 18:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 11,121 | $36.33 | $404,025.93 |
DisclosureSEC source: 0001140361-06-002127 · doc1.xml · nonDerivative · entry 6 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,881 F1 · kind: The Reporting Person surrendered shares of McDonald's Corporation Common Stock to pay the exercise price related to his option exercise. Read SEC document |
| February 10, 2006 Filed Feb 13, 2006 18:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stoci | 1,668 | $25.31 | $42,217.08 |
DisclosureSEC source: 0001140361-06-002127 · doc1.xml · nonDerivative · entry 5 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,002 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 10, 2006 Filed Feb 13, 2006 18:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 3,334 | $17.50 | $58,345.00 |
DisclosureSEC source: 0001140361-06-002127 · doc1.xml · nonDerivative · entry 4 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,334 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 10, 2006 Filed Feb 13, 2006 18:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 5,000 | $30.40 | $152,000.00 |
DisclosureSEC source: 0001140361-06-002127 · doc1.xml · nonDerivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,000 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 10, 2006 Filed Feb 13, 2006 18:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 3,000 | $28.50 | $85,500.00 |
DisclosureSEC source: 0001140361-06-002127 · doc1.xml · nonDerivative · entry 2 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,000 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 10, 2006 Filed Feb 13, 2006 18:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,000 | $32.97 | $65,937.00 |
DisclosureSEC source: 0001140361-06-002127 · doc1.xml · nonDerivative · entry 1 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 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 |
| December 30, 2005 Filed Jan 3, 2006 20:28 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 2,521 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-000059 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,521 Underlying: Common Stock · 2,521 shares Expires not disclosed F2 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F2 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: Exercisable upon retirement. F4 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| December 01, 2005 Filed Dec 2, 2005 21:45 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,028 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-05-010521 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,028 Underlying: Common Stock · 1,028 shares Expires not disclosed F2 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F2 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: Exercisable upon retirement. F4 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| September 30, 2005 Filed Oct 4, 2005 17:10 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 836 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-05-007917 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 836 Underlying: Common Stock · 836 shares Expires not disclosed F2 · derivative.exercise_price: Acqusition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acqusition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F2 · price: Acqusition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: Exercisable upon retirement. F4 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| June 30, 2005 Filed Jul 5, 2005 17:16 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 901 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-05-004971 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 901 Underlying: Common Stock · 901 shares Expires not disclosed F2 · derivative.exercise_price: Acqusition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acqusition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F2 · price: Acqusition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: Exercisable upon retirement. F4 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| May 10, 2005 Filed May 11, 2005 19:47 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-05-003540 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non- Exec Chairman of the Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires not disclosed F2 · derivative.exercise_price: Restricted Stock Units (RSUs) are granted under the Company's Amended and Restated 2001 Omnibus Stock Ownership Plan and are subject to the terms of such Plan. Upon vesting, payout under the RSUs will be in the form of an equal number of shares of McDonald's common stock or, at the discretion of the Board's Compensation Committee, 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. F2 · price: Restricted Stock Units (RSUs) are granted under the Company's Amended and Restated 2001 Omnibus Stock Ownership Plan and are subject to the terms of such Plan. Upon vesting, payout under the RSUs will be in the form of an equal number of shares of McDonald's common stock or, at the discretion of the Board's Compensation Committee, 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: The RSUs will vest on the later of one year from the grant date or Mr. McKenna's retirement date. F3 · derivative.expiration_date: The RSUs will vest on the later of one year from the grant date or Mr. McKenna's retirement date. Read SEC document |
| March 31, 2005 Filed Apr 1, 2005 19:56 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 739 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-05-002599 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 739 Underlying: Common Stock · 739 shares Expires not disclosed F2 · derivative.exercise_price: Acqusition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acqusition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F2 · price: Acqusition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: Exercisable upon retirement. F4 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| December 31, 2004 Filed Jan 4, 2005 21:12 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,638 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-05-000142 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,638 Underlying: Common Stock · 1,638 shares Expires not disclosed F2 · derivative.exercise_price: Acqusition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acqusition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F2 · price: Acqusition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: Exercisable upon retirement. F4 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| December 01, 2004 Filed Dec 3, 2004 18:55 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 867 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-006776 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 867 Underlying: Common Stock · 867 shares Expires not disclosed F2 · derivative.exercise_price: Acqusition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acqusition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F2 · price: Acqusition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: Exercisable upon retirement. F4 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| September 30, 2004 Filed Oct 4, 2004 14:43 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 945 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-005599 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 945 Underlying: Common Stock · 945 shares Expires not disclosed F2 · derivative.exercise_price: Acqusition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acqusition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F2 · price: Acqusition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: Exercisable upon retirement. F4 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| July 15, 2004 Filed Jul 19, 2004 16:56 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-004144 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non- Exec Chairman of the Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires not disclosed F2 · derivative.exercise_price: Restricted Stock Units (RSUs) are granted under the Company's Amended and Restated 2001 Omnibus Stock Ownership Plan and are subject to the terms of such Plan. Upon vesting, payout under the RSUs will be in the form of an equal number of shares of McDonald's common stock or, at the discretion of the Board's Compensation Committee, 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. F2 · price: Restricted Stock Units (RSUs) are granted under the Company's Amended and Restated 2001 Omnibus Stock Ownership Plan and are subject to the terms of such Plan. Upon vesting, payout under the RSUs will be in the form of an equal number of shares of McDonald's common stock or, at the discretion of the Board's Compensation Committee, 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: The RSUs will vest on the later of one year from the grant date or Mr. McKenna's retirement date. F3 · derivative.expiration_date: The RSUs will vest on the later of one year from the grant date or Mr. McKenna's retirement date. Read SEC document |
| June 30, 2004 Filed Jul 1, 2004 19:11 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 827 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-003935 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non-Exec Chairman of the Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 827 Underlying: Common Stock · 827 shares Expires not disclosed F2 · derivative.exercise_price: Acqusition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acqusition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F2 · price: Acqusition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: Exercisable upon retirement. F4 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| May 20, 2004 Filed May 24, 2004 20:06 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 5,000 | $25.31 Strike: $25.31 | $126,550.00 |
DisclosureSEC source: 0001140361-04-003240 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director · Non- Exec Chairman of the Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2014-05-20 F2 · derivative.exercise_date: Options become exercisable in 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| March 31, 2004 Filed Apr 1, 2004 21:02 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 763 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-002199 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 763 Underlying: Common Stock · 763 shares Expires not disclosed F2 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount includes deferred compensation and an adjustment to reflect dividend reinvestment. F2 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: Exercisable upon retirement. F4 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| February 27, 2004 Filed Mar 1, 2004 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,000 | $25.44 Strike: $25.44 | $50,875.00 |
DisclosureSEC source: 0001140361-04-001625 · doc1.xml · derivative · entry 9 MCKENNA ANDREW J · CIK 0001037488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2007-05-22 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 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| February 27, 2004 Filed Mar 1, 2004 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,000 | $24.56 Strike: $24.56 | $49,125.00 |
DisclosureSEC source: 0001140361-04-001625 · doc1.xml · derivative · entry 8 MCKENNA ANDREW J · CIK 0001037488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2006-05-23 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 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| February 27, 2004 Filed Mar 1, 2004 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,000 | $18.13 Strike: $18.13 | $36,250.00 |
DisclosureSEC source: 0001140361-04-001625 · doc1.xml · derivative · entry 7 MCKENNA ANDREW J · CIK 0001037488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2005-05-26 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 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| February 27, 2004 Filed Mar 1, 2004 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,000 | $14.38 Strike: $14.38 | $28,750.00 |
DisclosureSEC source: 0001140361-04-001625 · doc1.xml · derivative · entry 6 MCKENNA ANDREW J · CIK 0001037488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2005-01-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Options become exercisable in 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| February 27, 2004 Filed Mar 1, 2004 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,000 | $25.44 | $50,875.00 |
DisclosureSEC source: 0001140361-04-001625 · doc1.xml · nonDerivative · entry 4 MCKENNA ANDREW J · CIK 0001037488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,000 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 27, 2004 Filed Mar 1, 2004 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,000 | $24.56 | $49,125.00 |
DisclosureSEC source: 0001140361-04-001625 · doc1.xml · nonDerivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 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 27, 2004 Filed Mar 1, 2004 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,000 | $18.13 | $36,250.00 |
DisclosureSEC source: 0001140361-04-001625 · doc1.xml · nonDerivative · entry 2 MCKENNA ANDREW J · CIK 0001037488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,000 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 27, 2004 Filed Mar 1, 2004 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,000 | $14.38 | $28,750.00 |
DisclosureSEC source: 0001140361-04-001625 · doc1.xml · nonDerivative · entry 1 MCKENNA ANDREW J · CIK 0001037488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,000 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 |
| December 31, 2003 Filed Jan 2, 2004 18:01 UTC | MCDONALDS CORP mcd · Entity 2849 | GrantPhantom Stock · Derivative | 654 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-000021 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 654 Underlying: Common Stock · 654 shares Expires not disclosed F2 · derivative.exercise_price: Acqusition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acqusition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F2 · price: Acqusition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: Exercisable upon retirement. F4 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| December 01, 2003 Filed Dec 2, 2003 20:54 UTC | MCDONALDS CORP mcd · Entity 2849 | GrantPhantom Stock · Derivative | 688 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-03-004611 · doc1.xml · derivative · entry 3 MCKENNA ANDREW J · CIK 0001037488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 688 Underlying: Common Stock · 688 shares Expires not disclosed F2 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F2 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: Exercisable upon retirement. F4 · derivative.expiration_date: Exercisable upon retirement. F2 · balance_after: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. Read SEC document |
| September 30, 2003 Filed Oct 1, 2003 15:31 UTC | MCDONALDS CORP mcd · Entity 2849 | GrantPhantom Stock · Derivative | 775 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-03-003569 · doc1.xml · derivative · entry 1 MCKENNA ANDREW J · CIK 0001037488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 775 Underlying: Common Stock · 775 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. F1 · balance_after: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. Read SEC document |
| June 30, 2003 Filed Jul 1, 2003 18:28 UTC | MCDONALDS CORP mcd · Entity 2849 | GrantPhantom Stock · Derivative | 691 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-03-002255 · doc1.xml · derivative · entry 1 MCKENNA ANDREW J · CIK 0001037488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 691 Underlying: Common Stock · 691 shares Expires 1988-08-08 F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. 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.