Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | EVP, Gen Counsel and Secretary | March 08, 2020 | March 10, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MCDONALDS CORP
Report date March 08, 2020 · Filed March 10, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,346 |
Ending reported balance
After 2020-03-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-03-08 · Exercise / conversion · Acquired 5,686 · Balance 5,686 F1: As a result of McDonald's Corporation's performance against the pre-approved financial targets, the reporting person vested in 161.8% of the original grant of 3,514 performance-based restricted stock units ("RSUs"). F2: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. Row 2 · 2020-03-08 · Tax withholding · Disposed 2,340 · Balance 3,346 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-03-08 | Direct | 0 |
Reported balance
After 2020-03-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-03-08 · Exercise / conversion · Disposed 5,686 · Balance 0 F2: Each 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 161.8% of the original grant of 3,514 performance-based restricted stock units ("RSUs"). |
| Common StockSEC Table I · non-derivative | IndirectProfit Sharing Plan | 2,865.72 |
Reported balance
Holding disclosure · report date 2020-03-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,865.72 F3: Includes shares acquired through dividend reinvestment. |
| Phantom StockSEC Table II · derivative / convertible security | IndirectNon-Qualified Benefit Plan | 8,386.34 |
Reported balance
Holding disclosure · report date 2020-03-08 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 8,386.34 F4: Each share of phantom stock represents a right to receive the cash value of one share of McDonald's Corporation common stock. F5: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. F3: Includes shares acquired through dividend reinvestment. |
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 161.8% of the original grant of 3,514 performance-based restricted stock units ("RSUs").
F2: Each RSU represents a right to acquire one share of McDonald's Corporation common stock.
F3: Includes shares acquired through dividend reinvestment.
F4: Each share of phantom stock represents a right to receive the cash value of one share of McDonald's Corporation common stock.
F5: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's.
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 08, 2020 Filed Mar 10, 2020 19:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 5,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-005989 · doc1.xml · derivative · entry 4 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,686 shares Expires 2020-03-08 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. 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 McDonald's Corporation's performance against the pre-approved financial targets, the reporting person vested in 161.8% of the original grant of 3,514 performance-based restricted stock units ("RSUs"). F1 · derivative.underlying_shares: As a result of McDonald's Corporation's performance against the pre-approved financial targets, the reporting person vested in 161.8% of the original grant of 3,514 performance-based restricted stock units ("RSUs"). Read SEC document |
| March 08, 2020 Filed Mar 10, 2020 19:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 2,340 | $198.86 | $465,332.40 |
DisclosureSEC source: 0001567619-20-005989 · doc1.xml · nonDerivative · entry 2 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,346 Read SEC document |
| March 08, 2020 Filed Mar 10, 2020 19:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 5,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-005989 · doc1.xml · nonDerivative · entry 1 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,686 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 McDonald's Corporation's performance against the pre-approved financial targets, the reporting person vested in 161.8% of the original grant of 3,514 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 18, 2020 Filed Feb 20, 2020 19:31 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 2,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-004413 · doc1.xml · derivative · entry 4 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,686 Underlying: Common Stock · 2,172 shares Expires 2020-03-08 F3 · derivative.exercise_price: Each performance-based restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. F5 · shares: As a result of McDonald's Corporation's performance against the pre-approved financial targets as certified on February 18, 2020 for the period of January 1, 2017 through December 31, 2019, the reporting person will vest in 161.8% of the original target amount of 3,514 performance-based RSUs, subject to completion of the service period through March 8, 2020. Accordingly, the reported transaction reflects the acquisition of an additional 2,172 RSUs earned above the target grant. F5 · derivative.underlying_shares: As a result of McDonald's Corporation's performance against the pre-approved financial targets as certified on February 18, 2020 for the period of January 1, 2017 through December 31, 2019, the reporting person will vest in 161.8% of the original target amount of 3,514 performance-based RSUs, subject to completion of the service period through March 8, 2020. Accordingly, the reported transaction reflects the acquisition of an additional 2,172 RSUs earned above the target grant. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 19:31 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 4,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-004413 · doc1.xml · derivative · entry 3 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,330 Underlying: Common Stock · 4,330 shares Expires 2023-02-18 F3 · derivative.exercise_price: Each performance-based restricted stock unit ("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, 2020 through December 31, 2022 (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, 2020 through December 31, 2022 (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 18, 2020 Filed Feb 20, 2020 19:31 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 34,014 | $0.00 Strike: $216.15 | $0.00 |
DisclosureSEC source: 0001567619-20-004413 · doc1.xml · derivative · entry 2 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,014 Underlying: Common Stock · 34,014 shares Expires 2030-02-18 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 |
| May 01, 2019 Filed May 3, 2019 16:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 18,384 | $0.00 Strike: $100.05 | $0.00 |
DisclosureSEC source: 0001567619-19-009716 · doc1.xml · derivative · entry 5 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,384 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. 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, 2019 Filed May 3, 2019 16:11 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,257 | $195.54 | $441,333.78 |
DisclosureSEC source: 0001567619-19-009716 · doc1.xml · nonDerivative · entry 3 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 01, 2019 Filed May 3, 2019 16:11 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 18,384 | $196.51 | $3,612,639.84 |
DisclosureSEC source: 0001567619-19-009716 · doc1.xml · nonDerivative · entry 2 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,257 F1 · price: This transaction was executed in multiple trades at prices ranging from $196.30 to $196.81 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, 2019 Filed May 3, 2019 16:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 18,384 | $100.05 | $1,839,319.20 |
DisclosureSEC source: 0001567619-19-009716 · doc1.xml · nonDerivative · entry 1 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,641 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 00:26 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 4,743 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-004715 · doc1.xml · derivative · entry 6 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,743 Underlying: Common Stock · 4,743 shares Expires 2022-02-13 F2 · derivative.exercise_price: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. F5 · 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. F5 · 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 00:26 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 33,204 | $0.00 Strike: $174.15 | $0.00 |
DisclosureSEC source: 0001567619-19-004715 · doc1.xml · derivative · entry 5 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,204 Underlying: Common Stock · 33,204 shares Expires 2029-02-13 F4 · 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 00:26 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 3,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-004715 · doc1.xml · derivative · entry 4 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,213 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 2,142 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 2,142 performance-based restricted stock units ("RSUs"). Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:26 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 956 | $174.15 | $166,487.40 |
DisclosureSEC source: 0001567619-19-004715 · doc1.xml · nonDerivative · entry 2 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,257 Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:26 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 3,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-004715 · doc1.xml · nonDerivative · entry 1 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,213 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 2,142 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 15:12 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 3,192 | $176.17 | $562,334.64 |
DisclosureSEC source: 0001567619-18-004589 · doc1.xml · nonDerivative · entry 1 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 16:33 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-014237 · doc1.xml · derivative · entry 5 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,545 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. F1 · derivative.exercise_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 16:33 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-014237 · doc1.xml · derivative · entry 4 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,802 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. F1 · derivative.exercise_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 16:33 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 1,393 | $162.36 | $226,167.48 |
DisclosureSEC source: 0001140361-18-014237 · doc1.xml · nonDerivative · entry 2 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,192 Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 16:33 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 3,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-014237 · doc1.xml · nonDerivative · entry 1 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,585 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 |
| February 19, 2018 Filed Feb 21, 2018 22:24 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 4,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-009444 · doc1.xml · derivative · entry 4 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,734 Underlying: Common Stock · 4,734 shares Expires 2021-02-19 F4 · 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. F5 · 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. F5 · 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 22:24 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 31,513 | $0.00 Strike: $157.79 | $0.00 |
DisclosureSEC source: 0001140361-18-009444 · doc1.xml · derivative · entry 3 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,513 Underlying: Common Stock · 31,513 shares Expires 2028-02-19 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 |
| July 26, 2017 Filed Jul 28, 2017 15:18 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 11,755 | $0.00 Strike: $75.93 | $0.00 |
DisclosureSEC source: 0001140361-17-028996 · doc1.xml · derivative · entry 4 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 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. 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 15:18 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 11,755 | $158.38 | $1,861,756.90 |
DisclosureSEC source: 0001140361-17-028996 · doc1.xml · nonDerivative · entry 2 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $158.02 to $158.57 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 |
| July 26, 2017 Filed Jul 28, 2017 15:18 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 11,755 | $75.93 | $892,557.15 |
DisclosureSEC source: 0001140361-17-028996 · doc1.xml · nonDerivative · entry 1 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,755 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 22:54 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 3,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-000635 · edgar.xml · derivative · entry 3 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,514 Underlying: Common Stock · 3,514 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 22:54 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 27,028 | $0.00 Strike: $128.09 | $0.00 |
DisclosureSEC source: 0001123292-17-000635 · edgar.xml · derivative · entry 2 Krulewitch Jerome N · CIK 0001698387 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,028 Underlying: Common Stock · 27,028 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.