Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | EVP - Ops & Tech Sys | March 16, 2018 | March 20, 2018 |
| State Auto Financial CORPSTFC · Entity 129551 | Director | March 06, 2020 | March 12, 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 16, 2018 · Filed March 20, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,420 |
Ending reported balance
After 2018-03-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-03-16 · Exercise / conversion · Acquired 6,692 · Balance 14,385 F1: As a result of the Company's performance against the pre-approved financial targets, the reporting person vested in 200% of the original grant of 3,346 performance-based restricted stock units ("RSUs"). F2: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. Row 2 · 2018-03-16 · Tax withholding · Disposed 2,965 · Balance 11,420 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2018-03-16 | Direct | 0 |
Reported balance
After 2018-03-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-03-16 · Exercise / conversion · Disposed 3,346 · Balance 0 F2: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. F1: As a result of the Company's performance against the pre-approved financial targets, the reporting person vested in 200% of the original grant of 3,346 performance-based restricted stock units ("RSUs"). |
| Phantom StockSEC Table II · derivative / convertible security | IndirectNon-Qualified Benefit Plan | 3,414.75 |
Reported balance
Holding disclosure · report date 2018-03-16 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 3,414.75 F3: Each share of phantom stock represents a right to receive the cash value of one share of McDonald's Corporation common stock. F4: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. F5: Includes shares acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: As a result of the Company's performance against the pre-approved financial targets, the reporting person vested in 200% of the original grant of 3,346 performance-based restricted stock units ("RSUs").
F2: Each RSU represents a right to acquire one share of McDonald's Corporation common stock.
F3: Each share of phantom stock represents a right to receive the cash value of one share of McDonald's Corporation common stock.
F4: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's.
F5: Includes shares acquired through dividend reinvestment.
State Auto Financial CORP
Report date March 06, 2020 · Filed March 12, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares without par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2020-03-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 16, 2018 Filed Mar 20, 2018 16:40 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 3,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-014242 · doc1.xml · derivative · entry 3 Sappington James R · CIK 0001635956 · EVP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,346 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. 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 200% of the original grant of 3,346 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 200% of the original grant of 3,346 performance-based restricted stock units ("RSUs"). Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 16:40 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 2,965 | $162.36 | $481,397.40 |
DisclosureSEC source: 0001140361-18-014242 · doc1.xml · nonDerivative · entry 2 Sappington James R · CIK 0001635956 · EVP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,420 Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 16:40 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 6,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-014242 · doc1.xml · nonDerivative · entry 1 Sappington James R · CIK 0001635956 · EVP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,385 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 200% of the original grant of 3,346 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 25, 2017 Filed Oct 26, 2017 15:58 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 8,046 | $0.00 Strike: $100.05 | $0.00 |
DisclosureSEC source: 0001140361-17-039641 · doc1.xml · derivative · entry 3 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,046 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 25, 2017 Filed Oct 26, 2017 15:58 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 8,046 | $165.00 | $1,327,590.00 |
DisclosureSEC source: 0001140361-17-039641 · doc1.xml · nonDerivative · entry 2 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,693 Read SEC document |
| October 25, 2017 Filed Oct 26, 2017 15:58 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 8,046 | $100.05 | $805,002.30 |
DisclosureSEC source: 0001140361-17-039641 · doc1.xml · nonDerivative · entry 1 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,739 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 |
| April 27, 2017 Filed Apr 28, 2017 19:01 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 6,997 | $0.00 Strike: $100.05 | $0.00 |
DisclosureSEC source: 0001123292-17-000876 · edgar.xml · derivative · entry 6 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,046 Underlying: Common Stock · 6,997 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 |
| April 27, 2017 Filed Apr 28, 2017 19:01 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 6,997 | $141.70 | $991,475.60 |
DisclosureSEC source: 0001123292-17-000876 · edgar.xml · nonDerivative · entry 4 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,693 F2 · price: This transaction was executed in multiple trades at prices ranging from $141.70 to $141.71 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 |
| April 27, 2017 Filed Apr 28, 2017 19:01 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 6,997 | $100.05 | $700,049.85 |
DisclosureSEC source: 0001123292-17-000876 · edgar.xml · nonDerivative · entry 3 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,690 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 |
| April 26, 2017 Filed Apr 28, 2017 19:01 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 6,915 | $0.00 Strike: $75.93 | $0.00 |
DisclosureSEC source: 0001123292-17-000876 · edgar.xml · derivative · entry 5 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 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. 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 |
| April 26, 2017 Filed Apr 28, 2017 19:01 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 6,915 | $141.08 | $975,583.41 |
DisclosureSEC source: 0001123292-17-000876 · edgar.xml · nonDerivative · entry 2 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,693 F1 · price: This transaction was executed in multiple trades at prices ranging from $141.06 to $141.16 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 |
| April 26, 2017 Filed Apr 28, 2017 19:01 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 6,915 | $75.93 | $525,055.95 |
DisclosureSEC source: 0001123292-17-000876 · edgar.xml · nonDerivative · entry 1 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,608 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 22:57 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 4,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-000638 · edgar.xml · derivative · entry 3 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,294 Underlying: Common Stock · 4,294 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 22:57 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 33,034 | $0.00 Strike: $128.09 | $0.00 |
DisclosureSEC source: 0001123292-17-000638 · edgar.xml · derivative · entry 2 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,034 Underlying: Common Stock · 33,034 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 |
| February 12, 2017 Filed Feb 14, 2017 23:01 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-000411 · edgar.xml · derivative · entry 3 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,845 shares Expires 2017-02-12 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 12, 2017 Filed Feb 14, 2017 23:01 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 604 | $125.82 | $75,995.28 |
DisclosureSEC source: 0001123292-17-000411 · edgar.xml · nonDerivative · entry 2 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,693 Read SEC document |
| February 12, 2017 Filed Feb 14, 2017 23:01 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-000411 · edgar.xml · nonDerivative · entry 1 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,297 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 |
| November 14, 2016 Filed Nov 16, 2016 19:27 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 8,298 | $0.00 Strike: $63.25 | $0.00 |
DisclosureSEC source: 0001140361-16-086939 · doc1.xml · derivative · entry 3 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,298 shares Expires 2020-02-10 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 |
| November 14, 2016 Filed Nov 16, 2016 19:27 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 8,298 | $118.08 | $979,827.84 |
DisclosureSEC source: 0001140361-16-086939 · doc1.xml · nonDerivative · entry 2 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,452 Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 19:27 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 8,298 | $63.25 | $524,848.50 |
DisclosureSEC source: 0001140361-16-086939 · doc1.xml · nonDerivative · entry 1 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,750 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, 2016 Filed Feb 16, 2016 20:14 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-053102 · doc1.xml · derivative · entry 5 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,463 shares Expires 2016-02-13 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 restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. Upon vesting, payout under the RSUs will be in the form of shares or, at the discretion of the Compensation Committee of the Board of Directors, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. Read SEC document |
| February 13, 2016 Filed Feb 16, 2016 20:14 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 455 | $117.93 | $53,658.15 |
DisclosureSEC source: 0001140361-16-053102 · doc1.xml · nonDerivative · entry 2 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,452 Read SEC document |
| February 13, 2016 Filed Feb 16, 2016 20:14 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-053102 · doc1.xml · nonDerivative · entry 1 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,907 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 11, 2016 Filed Feb 16, 2016 20:14 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 4,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-053102 · doc1.xml · derivative · entry 4 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,712 Underlying: Common Stock · 4,712 shares Expires 2019-02-11 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, 2016 through December 31, 2018 (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, 2016 through December 31, 2018 (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 |
| February 11, 2016 Filed Feb 16, 2016 20:14 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 31,411 | $0.00 Strike: $116.73 | $0.00 |
DisclosureSEC source: 0001140361-16-053102 · doc1.xml · derivative · entry 3 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,411 Underlying: Common Stock · 31,411 shares Expires 2026-02-11 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 |
| January 29, 2016 Filed Feb 2, 2016 19:10 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 11,036 | $0.00 Strike: $57.08 | $0.00 |
DisclosureSEC source: 0001140361-16-049694 · doc1.xml · derivative · entry 3 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,036 shares Expires 2019-02-11 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. 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 29, 2016 Filed Feb 2, 2016 19:10 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 7,827 | $124.25 | $972,504.75 |
DisclosureSEC source: 0001140361-16-049694 · doc1.xml · nonDerivative · entry 2 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,444 F1 · price: This transaction was executed in multiple trades at prices ranging from $124.25 to $124.27 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 29, 2016 Filed Feb 2, 2016 19:10 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 11,036 | $57.08 | $629,934.88 |
DisclosureSEC source: 0001140361-16-049694 · doc1.xml · nonDerivative · entry 1 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,271 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 |
| August 05, 2015 Filed Aug 7, 2015 16:05 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherPhantom Stock · Derivative | 1,703.41 | $99.80 | $170,000.32 |
DisclosureSEC source: 0001140361-15-030367 · doc1.xml · derivative · entry 2 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Benefit Plan Disclosed balance after: 2,095.73 Underlying: Common Stock · 1,703.41 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of McDonald's Corporation common stock. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. Read SEC document |
| March 16, 2015 Filed Mar 18, 2015 21:43 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 3,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-15-000601 · edgar.xml · derivative · entry 5 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,346 Underlying: Common Stock · 3,346 shares Expires 2018-03-16 F3 · 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. F4 · shares: Subject to performance vesting condition based on diluted earnings per share growth. The amount reported represents the target amount of the award. Based on actual performance, the reporting person may earn between 0% and 200% of the amount reported. F4 · derivative.exercise_date: Subject to performance vesting condition based on diluted earnings per share growth. The amount reported represents the target amount of the award. Based on actual performance, the reporting person may earn between 0% and 200% of the amount reported. Read SEC document |
| March 16, 2015 Filed Mar 18, 2015 21:43 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 19,674 | $0.00 Strike: $97.15 | $0.00 |
DisclosureSEC source: 0001123292-15-000601 · edgar.xml · derivative · entry 4 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,674 Underlying: Common Stock · 19,674 shares Expires 2025-03-16 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 |
| March 16, 2015 Filed Mar 18, 2015 21:43 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 11,123 | $0.00 Strike: $56.67 | $0.00 |
DisclosureSEC source: 0001123292-15-000601 · edgar.xml · derivative · entry 3 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,123 shares Expires 2018-02-13 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 |
| March 16, 2015 Filed Mar 18, 2015 21:43 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 11,123 | $97.35 | $1,082,784.01 |
DisclosureSEC source: 0001123292-15-000601 · edgar.xml · nonDerivative · entry 2 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,235 F1 · price: This transaction was executed in multiple trades at prices ranging from $97.27 to $97.42 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 |
| March 16, 2015 Filed Mar 18, 2015 21:43 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 11,123 | $56.67 | $630,340.41 |
DisclosureSEC source: 0001123292-15-000601 · edgar.xml · nonDerivative · entry 1 Sappington James R · CIK 0001635956 · Corp Exec VP - Ops & Tech Sys 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,358 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.