Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | Pres., Int. Lead Markets & CRO | May 01, 2018 | May 03, 2018 |
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 May 01, 2018 · Filed May 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7 |
Reported balance
After 2018-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-05-01 · Sale · Disposed 13,255 · Balance 7 F1: Includes shares acquired through dividend reinvestment. |
| Common StockSEC Table I · non-derivative | IndirectProfit Sharing Plan | 20,494.02 |
Reported balance
Holding disclosure · report date 2018-05-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,494.02 F1: Includes shares acquired through dividend reinvestment. |
| Phantom StockSEC Table II · derivative / convertible security | IndirectNon-Qualified Benefit Plan | 5,977.1 |
Reported balance
Holding disclosure · report date 2018-05-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 5,977.1 F2: Each share of phantom stock represents a right to receive the cash value of one share of McDonald's Corporation common stock. F3: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. F1: Includes shares acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired through dividend reinvestment.
F2: Each share of phantom stock represents a right to receive the cash value of one share of McDonald's Corporation common stock.
F3: 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 |
|---|---|---|---|---|---|---|
| October 22, 2012 Filed Oct 24, 2012 18:38 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 11,659 | $45.02 | $524,888.18 |
DisclosureSEC source: 0001140361-12-044556 · doc1.xml · nonDerivative · entry 1 GOARE DOUGLAS M · CIK 0001511643 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,205 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 · balance_after: The total number of shares shown as beneficially owned by the reporting person excludes 18 shares inadvertently included in the reporting person's holdings on his previous Form 4 filed on June 12, 2012. Read SEC document |
| June 11, 2012 Filed Jun 12, 2012 17:24 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 3,000 | $86.99 | $260,973.00 |
DisclosureSEC source: 0001140361-12-029588 · doc1.xml · nonDerivative · entry 1 GOARE DOUGLAS M · CIK 0001511643 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,564 Read SEC document |
| February 11, 2012 Filed Feb 14, 2012 20:41 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 7,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-008065 · doc1.xml · derivative · entry 4 GOARE DOUGLAS M · CIK 0001511643 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,490 shares Expires 2012-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| February 11, 2012 Filed Feb 14, 2012 20:41 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 3,112 | $99.47 | $309,550.64 |
DisclosureSEC source: 0001140361-12-008065 · doc1.xml · nonDerivative · entry 2 GOARE DOUGLAS M · CIK 0001511643 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,546 Read SEC document |
| February 11, 2012 Filed Feb 14, 2012 20:41 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 7,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-008065 · doc1.xml · nonDerivative · entry 1 GOARE DOUGLAS M · CIK 0001511643 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,658 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 08, 2012 Filed Feb 10, 2012 19:42 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 3,299 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-006857 · doc1.xml · derivative · entry 4 GOARE DOUGLAS M · CIK 0001511643 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,299 Underlying: Common Stock · 3,299 shares Expires 2015-02-08 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 · derivative.exercise_date: Contain performance vesting condition based on diluted earnings per share growth during the performance period. Read SEC document |
| February 08, 2012 Filed Feb 10, 2012 19:42 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 38,481 | $0.00 Strike: $100.05 | $0.00 |
DisclosureSEC source: 0001140361-12-006857 · doc1.xml · derivative · entry 3 GOARE DOUGLAS M · CIK 0001511643 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,481 Underlying: Common Stock · 38,481 shares Expires 2022-02-08 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 |
| June 10, 2011 Filed Jun 13, 2011 16:32 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 13,850 | $0.00 Strike: $36.37 | $0.00 |
DisclosureSEC source: 0001140361-11-032564 · doc1.xml · derivative · entry 4 GOARE DOUGLAS M · CIK 0001511643 · Corp Exec VP, Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,850 shares Expires 2016-02-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| June 10, 2011 Filed Jun 13, 2011 16:32 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 13,850 | $80.85 | $1,119,768.35 |
DisclosureSEC source: 0001140361-11-032564 · doc1.xml · nonDerivative · entry 2 GOARE DOUGLAS M · CIK 0001511643 · Corp Exec VP, Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,168 F1 · price: This transaction was executed in multiple trades at prices ranging from $80.84 to $80.87 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 |
| June 10, 2011 Filed Jun 13, 2011 16:32 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 13,850 | $36.37 | $503,724.50 |
DisclosureSEC source: 0001140361-11-032564 · doc1.xml · nonDerivative · entry 1 GOARE DOUGLAS M · CIK 0001511643 · Corp Exec VP, Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,018 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, 2011 Filed Feb 15, 2011 20:30 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-009846 · doc1.xml · derivative · entry 4 GOARE DOUGLAS M · CIK 0001511643 · Corp Exec VP, Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,722 shares Expires 2011-02-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| February 13, 2011 Filed Feb 15, 2011 20:30 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 560 | $76.14 | $42,638.40 |
DisclosureSEC source: 0001140361-11-009846 · doc1.xml · nonDerivative · entry 2 GOARE DOUGLAS M · CIK 0001511643 · Corp Exec VP, Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,168 Read SEC document |
| February 13, 2011 Filed Feb 15, 2011 20:30 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-009846 · doc1.xml · nonDerivative · entry 1 GOARE DOUGLAS M · CIK 0001511643 · Corp Exec VP, Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,728 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 09, 2011 Filed Feb 11, 2011 21:39 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 2,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-008298 · doc1.xml · derivative · entry 4 GOARE DOUGLAS M · CIK 0001511643 · Corp Exec VP, Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,470 Underlying: Common Stock · 2,470 shares Expires 2014-02-09 F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a right to acquire one share of McDonald's Corporation common stock. Upon vesting, payout under the RSUs will be in the form of shares or, at the discretion of the Compensation Committee of the Board of Directors, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. F3 · derivative.exercise_date: Contain performance vesting condition based on diluted earnings per share growth during the performance period. Read SEC document |
| February 09, 2011 Filed Feb 11, 2011 21:39 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 17,286 | $0.00 Strike: $75.93 | $0.00 |
DisclosureSEC source: 0001140361-11-008298 · doc1.xml · derivative · entry 3 GOARE DOUGLAS M · CIK 0001511643 · Corp Exec VP, Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,286 Underlying: Common Stock · 17,286 shares Expires 2021-02-09 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.