Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | President, McDonald's USA | September 16, 2016 | September 20, 2016 |
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 September 16, 2016 · Filed September 20, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,603.02 |
Last balance in matching sequence
After 2016-09-16 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2016-09-16 · Exercise / conversion · Acquired 532 · Balance 4,847.02 F1: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. F2: Includes shares acquired through dividend reinvestment. Row 2 · 2016-09-16 · Tax withholding · Disposed 244 · Balance 4,603.02 F2: Includes shares acquired through dividend reinvestment. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2016-09-16 | Direct | 0 |
Reported balance
After 2016-09-16 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-09-16 · Exercise / conversion · Disposed 532 · Balance 0 F1: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. |
| Common StockSEC Table I · non-derivative | IndirectProfit Sharing Plan by Wife | 1,116.47 |
Reported balance
Holding disclosure · report date 2016-09-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,116.47 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation common stock.
F2: Includes shares acquired through dividend reinvestment.
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 |
|---|---|---|---|---|---|---|
| September 16, 2016 Filed Sep 20, 2016 20:28 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 532 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-080314 · doc1.xml · derivative · entry 4 Andres Michael Dean · CIK 0001618918 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 532 shares Expires 2016-09-16 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 ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| September 16, 2016 Filed Sep 20, 2016 20:28 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 244 | $115.28 | $28,128.32 |
DisclosureSEC source: 0001140361-16-080314 · doc1.xml · nonDerivative · entry 2 Andres Michael Dean · CIK 0001618918 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,603.02 F2 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 16, 2016 Filed Sep 20, 2016 20:28 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 532 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-080314 · doc1.xml · nonDerivative · entry 1 Andres Michael Dean · CIK 0001618918 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,847.02 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 ("RSU") represents a right to acquire one share of McDonald's Corporation common stock. F2 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| February 11, 2016 Filed Feb 16, 2016 18:29 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 7,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-052932 · doc1.xml · derivative · entry 4 Andres Michael Dean · CIK 0001618918 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,711 Underlying: Common Stock · 7,711 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 18:29 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 51,400 | $0.00 Strike: $116.73 | $0.00 |
DisclosureSEC source: 0001140361-16-052932 · doc1.xml · derivative · entry 3 Andres Michael Dean · CIK 0001618918 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,400 Underlying: Common Stock · 51,400 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 |
| November 13, 2015 Filed Nov 16, 2015 17:04 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherPhantom Stock · Derivative | 3,637.36 | $109.97 | $400,000.48 |
DisclosureSEC source: 0001140361-15-041459 · doc1.xml · derivative · entry 2 Andres Michael Dean · CIK 0001618918 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Benefit Plan Disclosed balance after: 3,637.36 Underlying: Common Stock · 3,637.36 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 |
| September 16, 2015 Filed Sep 18, 2015 15:58 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 535 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-15-035385 · doc1.xml · derivative · entry 4 Andres Michael Dean · CIK 0001618918 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 532 Underlying: Common Stock · 535 shares Expires 2015-09-16 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 |
| September 16, 2015 Filed Sep 18, 2015 15:58 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 245 | $98.69 | $24,179.05 |
DisclosureSEC source: 0001140361-15-035385 · doc1.xml · nonDerivative · entry 2 Andres Michael Dean · CIK 0001618918 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,295.844 Read SEC document |
| September 16, 2015 Filed Sep 18, 2015 15:58 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 535 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-15-035385 · doc1.xml · nonDerivative · entry 1 Andres Michael Dean · CIK 0001618918 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,540.844 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 16, 2015 Filed Mar 18, 2015 21:41 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 6,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-15-000593 · edgar.xml · derivative · entry 4 Andres Michael Dean · CIK 0001618918 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,117 Underlying: Common Stock · 6,117 shares Expires 2018-03-16 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 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. F3 · 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 21:41 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 36,320 | $0.00 Strike: $97.15 | $0.00 |
DisclosureSEC source: 0001123292-15-000593 · edgar.xml · derivative · entry 3 Andres Michael Dean · CIK 0001618918 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,320 Underlying: Common Stock · 36,320 shares Expires 2025-03-16 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 |
| September 16, 2014 Filed Sep 18, 2014 19:24 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 6,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-035965 · doc1.xml · derivative · entry 5 Andres Michael Dean · CIK 0001618918 · Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,667 Underlying: Common Stock · 6,667 shares Expires 2017-09-16 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 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 · derivative.exercise_date: Subject to performance vesting conditions based on diluted earnings per share growth. Read SEC document |
| September 16, 2014 Filed Sep 18, 2014 19:24 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 1,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-035965 · doc1.xml · derivative · entry 4 Andres Michael Dean · CIK 0001618918 · Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,067 Underlying: Common Stock · 1,067 shares Expires not disclosed 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 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: 50% of the award will vest on the first anniversary of the grant date and the remaining 50% of the award will vest on the second anniversary of the grant date. F3 · derivative.expiration_date: 50% of the award will vest on the first anniversary of the grant date and the remaining 50% of the award will vest on the second anniversary of the grant date. Read SEC document |
| September 16, 2014 Filed Sep 18, 2014 19:24 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 33,334 | $0.00 Strike: $93.75 | $0.00 |
DisclosureSEC source: 0001140361-14-035965 · doc1.xml · derivative · entry 3 Andres Michael Dean · CIK 0001618918 · Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,334 Underlying: Common Stock · 33,334 shares Expires 2024-09-16 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.