Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | EVP-Gl. Chief Sup. Chain Off. | February 14, 2022 | February 16, 2022 |
| NORFOLK SOUTHERN CORPNSC · Entity 2965 | Director | August 20, 2026 | August 24, 2026 |
| SYSCO CORPSYY · Entity 2003 | Director | November 14, 2025 | November 17, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MCDONALDS CORP
Report date February 14, 2022 · Filed February 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,745 |
Ending reported balance
After 2022-02-14 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-02-14 · Exercise / conversion · Acquired 2,327 · Balance 21,313 F1: As a result of McDonald's Corporation's performance against the pre-approved financial targets, the reporting person vested in 66.7% of the original grant of 3,488 performance-based restricted stock units ("RSUs"). F2: Each performance-based RSU represents a right to acquire one share of McDonald's Corporation common stock. Row 2 · 2022-02-14 · Other · Acquired 174 · Balance 21,487 F3: Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of McDonald's Corporation common stock. Row 3 · 2022-02-14 · Tax withholding · Disposed 742 · Balance 20,745 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2022-02-14 | Direct | 0 |
Reported balance
After 2022-02-14 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-02-14 · Exercise / conversion · Disposed 2,327 · Balance 0 F2: Each performance-based RSU represents a right to acquire one share of McDonald's Corporation common stock. F1: As a result of McDonald's Corporation's performance against the pre-approved financial targets, the reporting person vested in 66.7% of the original grant of 3,488 performance-based restricted stock units ("RSUs"). |
| Dividend Equivalent RightsSEC Table II · derivative / convertible security · Expires 2022-02-14 | Direct | 0 |
Reported balance
After 2022-02-14 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-02-14 · Other · Disposed 174 · 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 McDonald's Corporation common stock. |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $253.39 · Expires 2032-02-14 | Direct | 16,026 |
Reported balance
After 2022-02-14 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-02-14 · Grant · Acquired 16,026 · Balance 16,026 F4: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: As a result of McDonald's Corporation's performance against the pre-approved financial targets, the reporting person vested in 66.7% of the original grant of 3,488 performance-based restricted stock units ("RSUs").
F2: Each performance-based RSU represents a right to acquire one share of McDonald's Corporation 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 McDonald's Corporation common stock.
F4: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant.
NORFOLK SOUTHERN CORP
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,155.9242 |
Reported balance
After 2026-08-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-20 · Grant · Acquired 8.3334 · Balance 2,155.9242 F1: Reports the number of restricted stock units credited to the reporting person's account in the Norfolk Southern Corporation Long-Term Incentive Plan in the form of dividend equivalent payments on restricted stock units held under the plan, calculated on the basis of the market value of the corporation's common stock on the dividend payment date. These units ultimately will be satisfied in common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Reports the number of restricted stock units credited to the reporting person's account in the Norfolk Southern Corporation Long-Term Incentive Plan in the form of dividend equivalent payments on restricted stock units held under the plan, calculated on the basis of the market value of the corporation's common stock on the dividend payment date. These units ultimately will be satisfied in common stock.
SYSCO CORP
Report date November 14, 2025 · Filed November 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,738.142 |
Reported balance
After 2025-11-14 transaction · row 1
1 source rowRow 1 · 2025-11-14 · Grant · Acquired 2,797 · Balance 8,738.142 F1: This grant shall vest on the first anniversary of the grant date. F2: Represents restricted stock issued pursuant to the 2018 Sysco Corporation Omnibus Incentive Plan. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors stock Deferral Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: This grant shall vest on the first anniversary of the grant date.
F2: Represents restricted stock issued pursuant to the 2018 Sysco Corporation Omnibus Incentive Plan. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors stock Deferral Plan.
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 |
|---|---|---|---|---|---|---|
| January 30, 2020 Filed Jan 31, 2020 16:19 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 6,649 | $0.00 Strike: $94.00 | $0.00 |
DisclosureSEC source: 0001567619-20-001776 · doc1.xml · derivative · entry 4 DeBiase Francesca A. · CIK 0001735929 · EVP-Worldwide Supp Chain & Sus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,649 shares Expires 2023-02-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| January 30, 2020 Filed Jan 31, 2020 16:19 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 14,026 | $213.71 | $2,997,496.46 |
DisclosureSEC source: 0001567619-20-001776 · doc1.xml · nonDerivative · entry 3 DeBiase Francesca A. · CIK 0001735929 · EVP-Worldwide Supp Chain & Sus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,418 F1 · price: This transaction was executed in multiple trades at prices ranging from $213.00 to $214.18 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 |
| January 30, 2020 Filed Jan 31, 2020 16:19 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 7,377 | $94.89 | $700,003.53 |
DisclosureSEC source: 0001567619-20-001776 · doc1.xml · nonDerivative · entry 2 DeBiase Francesca A. · CIK 0001735929 · EVP-Worldwide Supp Chain & Sus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,444 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 |
| January 30, 2020 Filed Jan 31, 2020 16:19 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 6,649 | $94.00 | $625,006.00 |
DisclosureSEC source: 0001567619-20-001776 · doc1.xml · nonDerivative · entry 1 DeBiase Francesca A. · CIK 0001735929 · EVP-Worldwide Supp Chain & Sus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,067 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, 2019 Filed Feb 16, 2019 00:08 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 3,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-004697 · doc1.xml · derivative · entry 5 DeBiase Francesca A. · CIK 0001735929 · EVP-Worldwide Supp Chain & Sus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,488 Underlying: Common Stock · 3,488 shares Expires 2022-02-13 F2 · derivative.exercise_price: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. F4 · shares: Represents the target number of RSUs granted, subject to performance-based vesting conditions linked to diluted earnings per share ("EPS") growth and return on incremental invested capital ("ROIIC") for the period of January 1, 2019 through December 31, 2021 (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, 2019 through December 31, 2021 (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 13, 2019 Filed Feb 16, 2019 00:08 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 24,415 | $0.00 Strike: $174.15 | $0.00 |
DisclosureSEC source: 0001567619-19-004697 · doc1.xml · derivative · entry 4 DeBiase Francesca A. · CIK 0001735929 · EVP-Worldwide Supp Chain & Sus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,415 Underlying: Common Stock · 24,415 shares Expires 2029-02-13 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 |
| February 13, 2019 Filed Feb 16, 2019 00:08 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 2,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-004697 · doc1.xml · derivative · entry 3 DeBiase Francesca A. · CIK 0001735929 · EVP-Worldwide Supp Chain & Sus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,892 shares Expires 2019-02-13 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 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 150% of the original grant of 1,928 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 150% of the original grant of 1,928 performance-based restricted stock units ("RSUs"). Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:08 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 865 | $174.15 | $150,639.75 |
DisclosureSEC source: 0001567619-19-004697 · doc1.xml · nonDerivative · entry 2 DeBiase Francesca A. · CIK 0001735929 · EVP-Worldwide Supp Chain & Sus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,418 Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:08 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-004697 · doc1.xml · nonDerivative · entry 1 DeBiase Francesca A. · CIK 0001735929 · EVP-Worldwide Supp Chain & Sus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,283 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 150% of the original grant of 1,928 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 |
| October 24, 2018 Filed Oct 26, 2018 15:06 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 8,221 | $0.00 Strike: $100.05 | $0.00 |
DisclosureSEC source: 0001567619-18-004586 · doc1.xml · derivative · entry 5 DeBiase Francesca A. · CIK 0001735929 · EVP-Worldwide Supp Chain & Sus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,221 shares Expires 2022-02-08 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_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| October 24, 2018 Filed Oct 26, 2018 15:06 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 6,915 | $0.00 Strike: $75.93 | $0.00 |
DisclosureSEC source: 0001567619-18-004586 · doc1.xml · derivative · entry 4 DeBiase Francesca A. · CIK 0001735929 · EVP-Worldwide Supp Chain & Sus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,915 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. 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 24, 2018 Filed Oct 26, 2018 15:06 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 15,136 | $176.17 | $2,666,509.12 |
DisclosureSEC source: 0001567619-18-004586 · doc1.xml · nonDerivative · entry 3 DeBiase Francesca A. · CIK 0001735929 · EVP-Worldwide Supp Chain & Sus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,391 Read SEC document |
| October 24, 2018 Filed Oct 26, 2018 15:06 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 8,221 | $100.05 | $822,511.05 |
DisclosureSEC source: 0001567619-18-004586 · doc1.xml · nonDerivative · entry 2 DeBiase Francesca A. · CIK 0001735929 · EVP-Worldwide Supp Chain & Sus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,527 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 24, 2018 Filed Oct 26, 2018 15:06 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 6,915 | $75.93 | $525,055.95 |
DisclosureSEC source: 0001567619-18-004586 · doc1.xml · nonDerivative · entry 1 DeBiase Francesca A. · CIK 0001735929 · EVP-Worldwide Supp Chain & Sus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,306 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.