Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARMAX INCKMX · Entity 3604 | Director | June 26, 2026 | June 29, 2026 |
| Lamb Weston Holdings, Inc.LW · Entity 3684 | Director | October 08, 2026 | October 09, 2026 |
| MCDONALDS CORPMCD · Entity 2849 | Chief Administrative Officer | February 11, 2016 | February 16, 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.
CARMAX INC
Report date June 26, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,492 |
Reported balance
After 2026-06-26 transaction · row 1
1 source rowRow 1 · 2026-06-26 · Grant · Acquired 3,696 · Balance 28,492 |
Lamb Weston Holdings, Inc.
Report date October 08, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,316 |
Reported balance
After 2026-10-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-08 · Grant · Acquired 5,458 · Balance 26,316 F1: Represents restricted stock units ("RSUs") that vest on the earlier of (1) the first anniversary of the date of grant and (2) the date of the next annual meeting of Lamb Weston Holdings, Inc.'s ("Lamb Weston") stockholders that is at least 50 weeks after September 16, 2026, or earlier upon certain events. Each RSU represents a contingent right to receive one share of Lamb Weston common stock upon settlement. F2: Includes 365.3 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature. |
| Common StockSEC Table I · non-derivative | IndirectBy Revocable Trust | 17,204 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 17,204 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") that vest on the earlier of (1) the first anniversary of the date of grant and (2) the date of the next annual meeting of Lamb Weston Holdings, Inc.'s ("Lamb Weston") stockholders that is at least 50 weeks after September 16, 2026, or earlier upon certain events. Each RSU represents a contingent right to receive one share of Lamb Weston common stock upon settlement.
F2: Includes 365.3 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature.
MCDONALDS CORP
Report date February 11, 2016 · Filed February 16, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,597 |
Ending reported balance
After 2016-02-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-02-13 · Exercise / conversion · Acquired 1,746 · Balance 16,395 Row 2 · 2016-02-13 · Tax withholding · Disposed 798 · Balance 15,597 |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $116.73 · Expires 2026-02-11 | Direct | 102,799 |
Reported balance
After 2016-02-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-02-11 · Grant · Acquired 102,799 · Balance 102,799 F1: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2019-02-11 | Direct | 15,421 |
Reported balance
After 2016-02-11 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-02-11 · Grant · Acquired 15,421 · Balance 15,421 F2: 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: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2016-02-13 | Direct | 0 |
Reported balance
After 2016-02-13 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2016-02-13 · Exercise / conversion · Disposed 10,639 · Balance 0 F4: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. As a result of the Company's performance against the performance-based vesting condition, the reporting person vested in 16.41% of the original grant of 10,639 RSUs, and the remaining 8,893 RSUs were forfeited. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2016-02-13 | Direct | 0 |
Reported balance
After 2016-02-13 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2016-02-13 · Exercise / conversion · Disposed 7,447 · Balance 0 F5: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. As a result of the Company's performance against the performance-based vesting condition, the reporting person vested in 0.00% of the original grant of 7,447 RSUs; therefore, all 7,447 RSUs were forfeited. |
| Common StockSEC Table I · non-derivative | IndirectProfit Sharing Plan | 275.71 |
Reported balance
Holding disclosure · report date 2016-02-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 275.71 |
| Phantom StockSEC Table II · derivative / convertible security | IndirectNon-Qualified Benefit Plan | 23,245.35 |
Reported balance
Holding disclosure · report date 2016-02-11 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 23,245.35 F6: Each share of phantom stock represents a right to receive the cash value of one share of McDonald's Corporation common stock. F7: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. |
Filing footnotes · ownership attribution and instrument terms
F1: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant.
F2: 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: 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.
F4: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. As a result of the Company's performance against the performance-based vesting condition, the reporting person vested in 16.41% of the original grant of 10,639 RSUs, and the remaining 8,893 RSUs were forfeited.
F5: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. As a result of the Company's performance against the performance-based vesting condition, the reporting person vested in 0.00% of the original grant of 7,447 RSUs; therefore, all 7,447 RSUs were forfeited.
F6: Each share of phantom stock represents a right to receive the cash value of one share of McDonald's Corporation common stock.
F7: 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 08, 2026 Filed Oct 9, 2026 20:12 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 5,458 | $0.00 | $0.00 |
DisclosureSEC source: 0001395526-26-000005 · form4-10092026_081008.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,316 F1 · shares: Represents restricted stock units ("RSUs") that vest on the earlier of (1) the first anniversary of the date of grant and (2) the date of the next annual meeting of Lamb Weston Holdings, Inc.'s ("Lamb Weston") stockholders that is at least 50 weeks after September 16, 2026, or earlier upon certain events. Each RSU represents a contingent right to receive one share of Lamb Weston common stock upon settlement. F2 · balance_after: Includes 365.3 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature. Read SEC document |
| June 26, 2026 Filed Jun 29, 2026 21:07 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 3,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-26-000087 · wk-form4_1782767262.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,492 Read SEC document |
| June 22, 2026 Filed Jun 24, 2026 21:21 UTC | CARMAX INC KMX · Entity 3604 | PurchaseCommon Stock | 2,500 | $52.20 | $130,500.00 |
DisclosureSEC source: 0001170010-26-000068 · wk-form4_1782336060.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,796 Read SEC document |
| April 06, 2026 Filed Apr 7, 2026 21:22 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | PurchaseCommon Stock | 5,000 | $39.45 | $197,225.00 |
DisclosureSEC source: 0001395526-26-000003 · form4-04072026_090414.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Revocable Trust Disclosed balance after: 17,204 Read SEC document |
| October 02, 2025 Filed Oct 3, 2025 20:24 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 4,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001395526-25-000005 · form4-10032025_081012.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,146 F1 · shares: Represents restricted stock units ("RSUs") that vest on the earlier of (1) the first anniversary of the date of grant and (2) the date of the first annual meeting of Lamb Weston Holdings, Inc.'s ("Lamb Weston") stockholders occurring after the date of grant, or earlier upon certain events. Each RSU represents a contingent right to receive one share of Lamb Weston common stock upon settlement. F2 · balance_after: Includes 401 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:20 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 2,753 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-25-000098 · wk-form4_1751487597.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,296 Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 21:18 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 2,469 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-024838 · form4-10072024_091026.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,400 F1 · shares: Represents restricted stock units ("RSUs") that vest on the earlier of (1) the first anniversary of the date of grant and (2) the date of the first annual meeting of Lamb Weston Holdings, Inc.'s ("Lamb Weston") stockholders occurring after the date of grant, or earlier upon certain events. Each RSU represents a contingent right to receive one share of Lamb Weston common stock upon settlement. F2 · balance_after: Includes 204 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 20:24 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 2,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-24-000106 · wk-form4_1719951850.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,543 Read SEC document |
| October 13, 2023 Filed Oct 16, 2023 20:57 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 2,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-014284 · form4-10162023_081039.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,727 F1 · shares: Represents restricted stock units ("RSUs") that vest on the earlier of (1) the first anniversary of the date of grant and (2) the date of the first annual meeting of Lamb Weston Holdings, Inc.'s ("Lamb Weston") stockholders occurring after the date of grant, or earlier upon certain events. Each RSU represents a contingent right to receive one share of Lamb Weston common stock upon settlement. F2 · balance_after: Includes 116 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 22:15 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 2,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-23-000100 · wk-form4_1688595326.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,945 Read SEC document |
| October 24, 2022 Filed Oct 26, 2022 21:10 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 1,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-010810 · form4-10262022_021021.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,568 F1 · shares: Represents restricted stock units ("RSUs") that vest on the earlier of (1) the first anniversary of the date of grant and (2) the date of the first annual meeting of Lamb Weston Holdings, Inc.'s ("Lamb Weston") stockholders occurring after the date of grant, or earlier upon certain events. Each RSU represents a contingent right to receive one share of Lamb Weston common stock upon settlement. F2 · balance_after: Includes 125 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 20:23 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 1,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-22-000080 · wf-form4_165705258619860.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,735 Read SEC document |
| October 11, 2021 Filed Oct 12, 2021 20:41 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | PurchaseCommon Stock | 5,000 | $55.75 | $278,740.00 |
DisclosureSEC source: 0001179110-21-009338 · edgar.xml · nonDerivative · entry 2 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Revocable Trust Disclosed balance after: 11,952 F3 · price: The price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $55.70 to $55.75, inclusive. The reporting person undertakes to provide to Lamb Weston Holdings, Inc., any security holder of Lamb Weston Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| October 11, 2021 Filed Oct 12, 2021 20:41 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 2,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-009338 · edgar.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,570 F1 · shares: Represents restricted stock units ("RSUs") that vest on the earlier of (1) the first anniversary of the date of grant and (2) the date of the first annual meeting of Lamb Weston Holdings, Inc.'s ("Lamb Weston") stockholders occurring after the date of grant, or earlier upon certain events. Each RSU represents a contingent right to receive one share of Lamb Weston common stock upon settlement. F2 · balance_after: Includes 71 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature. Read SEC document |
| July 02, 2021 Filed Jul 7, 2021 21:42 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 1,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-21-000146 · wf-form4_162569411427537.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,739 Read SEC document |
| October 09, 2020 Filed Oct 13, 2020 20:29 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 1,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-010412 · edgar.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,692 F1 · shares: Represents restricted stock units ("RSUs") that vest on the earlier of (1) the first anniversary of the date of grant and (2) the date of the first annual meeting of Lamb Weston Holdings, Inc.'s ("Lamb Weston") stockholders occurring after the date of grant, or earlier upon certain events. Each RSU represents a contingent right to receive one share of Lamb Weston common stock upon settlement. F2 · balance_after: Includes 47 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature. F3 · balance_after: Since the date of the reporting person's last report, 1,952 shares were transferred into the reporting person's Revocable Trust. Read SEC document |
| June 26, 2020 Filed Jun 30, 2020 20:32 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 2,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-20-000120 · wf-form4_159354909139933.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,431 Read SEC document |
| October 04, 2019 Filed Oct 7, 2019 20:32 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-010868 · edgar.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,685 F1 · shares: Represents restricted stock units ("RSUs") that vest on the earlier of (1) the first anniversary of the date of grant and (2) the date of the first annual meeting of Lamb Weston Holdings, Inc.'s ("Lamb Weston") stockholders occurring after the date of grant, or earlier upon certain events. Each RSU represents a contingent right to receive one share of Lamb Weston common stock upon settlement. F2 · balance_after: Includes 22 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature. Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 20:41 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 2,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-19-000120 · wf-form4_156201367530446.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,410 Read SEC document |
| March 06, 2019 Filed Mar 18, 2019 20:47 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 165 | $61.26 | $10,107.90 |
DisclosureSEC source: 0001170010-19-000013 · wf-form4_155294202492892.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,390 F1 · kind: Sale executed inadvertently by the Reporting Person's broker, without the Reporting Person's involvement or authorization. F2 · price: The shares with respect to this transaction were sold at prices ranging from $61.11 to $61.64. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| October 04, 2018 Filed Oct 9, 2018 20:28 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 1,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-012096 · edgar.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,863 F1 · security: Represents restricted stock units ("RSUs") that vest on the earlier of (1) the first anniversary of the date of grant and (2) the date of the first annual meeting of Lamb Weston Holdings, Inc.'s ("Lamb Weston") stockholders occurring after the date of grant, or earlier upon certain events. Each RSU represents a contingent right to receive one share of Lamb Weston common stock upon settlement. F2 · balance_after: Includes 17 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature. Read SEC document |
| June 29, 2018 Filed Jul 2, 2018 20:19 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 2,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-18-000135 · wf-form4_153056272837627.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,555 Read SEC document |
| April 06, 2018 Filed Apr 9, 2018 21:11 UTC | CARMAX INC KMX · Entity 3604 | PurchaseCommon Stock | 5,000 | $62.12 | $310,600.00 |
DisclosureSEC source: 0001170010-18-000031 · wf-form4_152330822780211.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,165 Read SEC document |
| January 08, 2018 Filed Jan 9, 2018 21:37 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | PurchaseCommon Stock | 5,000 | $58.18 | $290,910.00 |
DisclosureSEC source: 0001179110-18-000744 · edgar.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Revocable Trust Disclosed balance after: 5,000 F1 · price: The price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $58.15 to $58.19, inclusive. The reporting person undertakes to provide to Lamb Weston Holdings, Inc., any security holder of Lamb Weston Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| December 20, 2017 Filed Dec 22, 2017 16:36 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 1,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-015832 · edgar.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,935 F1 · security: Represents restricted stock units ("RSUs") that vest on the earlier of (1) the first anniversary of the date of grant and (2) the date of the first annual meeting of Lamb Weston Holdings, Inc.'s ("Lamb Weston") stockholders occurring after the date of grant, or earlier upon certain events. Each RSU represents a contingent right to receive one share of Lamb Weston common stock upon settlement. Read SEC document |
| February 13, 2016 Filed Feb 16, 2016 21:54 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 7,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-053369 · doc1.xml · derivative · entry 7 Bensen Peter J · CIK 0001395526 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,447 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. F5 · derivative.exercise_price: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. As a result of the Company's performance against the performance-based vesting condition, the reporting person vested in 0.00% of the original grant of 7,447 RSUs; therefore, all 7,447 RSUs were forfeited. Read SEC document |
| February 13, 2016 Filed Feb 16, 2016 21:54 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 10,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-053369 · doc1.xml · derivative · entry 6 Bensen Peter J · CIK 0001395526 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,639 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. F4 · derivative.exercise_price: Each RSU represents a right to acquire one share of McDonald's Corporation common stock. As a result of the Company's performance against the performance-based vesting condition, the reporting person vested in 16.41% of the original grant of 10,639 RSUs, and the remaining 8,893 RSUs were forfeited. Read SEC document |
| February 13, 2016 Filed Feb 16, 2016 21:54 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 798 | $117.93 | $94,108.14 |
DisclosureSEC source: 0001140361-16-053369 · doc1.xml · nonDerivative · entry 2 Bensen Peter J · CIK 0001395526 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,597 Read SEC document |
| February 13, 2016 Filed Feb 16, 2016 21:54 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-053369 · doc1.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,395 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 21:54 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 15,421 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-053369 · doc1.xml · derivative · entry 5 Bensen Peter J · CIK 0001395526 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,421 Underlying: Common Stock · 15,421 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 21:54 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 102,799 | $0.00 Strike: $116.73 | $0.00 |
DisclosureSEC source: 0001140361-16-053369 · doc1.xml · derivative · entry 4 Bensen Peter J · CIK 0001395526 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,799 Underlying: Common Stock · 102,799 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 26, 2016 Filed Jan 28, 2016 20:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 15,157 | $0.00 Strike: $45.02 | $0.00 |
DisclosureSEC source: 0001140361-16-048975 · doc1.xml · derivative · entry 4 Bensen Peter J · CIK 0001395526 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,157 shares Expires 2017-02-14 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 of the grant date. Read SEC document |
| January 26, 2016 Filed Jan 28, 2016 20:00 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 15,157 | $119.79 | $1,815,657.03 |
DisclosureSEC source: 0001140361-16-048975 · doc1.xml · nonDerivative · entry 2 Bensen Peter J · CIK 0001395526 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,649 F1 · price: This transaction was executed in multipes trades at prices ranging from $119.75 to $119.83 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 informatioin regarding the shares sold at each separate price. Read SEC document |
| January 26, 2016 Filed Jan 28, 2016 20:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 15,157 | $45.02 | $682,368.14 |
DisclosureSEC source: 0001140361-16-048975 · doc1.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,806 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 |
| November 11, 2015 Filed Nov 12, 2015 17:56 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 15,870 | $0.00 Strike: $36.37 | $0.00 |
DisclosureSEC source: 0001140361-15-040780 · doc1.xml · derivative · entry 4 Bensen Peter J · CIK 0001395526 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,870 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 of the grant date. Read SEC document |
| November 11, 2015 Filed Nov 12, 2015 17:56 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 15,870 | $113.78 | $1,805,688.60 |
DisclosureSEC source: 0001140361-15-040780 · doc1.xml · nonDerivative · entry 2 Bensen Peter J · CIK 0001395526 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,649 F1 · price: This transaction was executed in multipes trades at prices ranging from $113.54 to $114.21 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 informatioin regarding the shares sold at each separate price. Read SEC document |
| November 11, 2015 Filed Nov 12, 2015 17:56 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 15,870 | $36.37 | $577,191.90 |
DisclosureSEC source: 0001140361-15-040780 · doc1.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,519 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 21:42 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 12,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-15-000598 · edgar.xml · derivative · entry 4 Bensen Peter J · CIK 0001395526 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,353 Underlying: Common Stock · 12,353 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 21:42 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 72,640 | $0.00 Strike: $97.15 | $0.00 |
DisclosureSEC source: 0001123292-15-000598 · edgar.xml · derivative · entry 3 Bensen Peter J · CIK 0001395526 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,640 Underlying: Common Stock · 72,640 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 |
| February 08, 2015 Filed Feb 10, 2015 21:39 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 5,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-15-005152 · doc1.xml · derivative · entry 4 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,143 shares Expires 2015-02-08 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_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. As a result of the Company's performance against the performance-based vesting condition, the reporting person vested in 40.5% of the original grant of 5,143 restricted stock units, and the remaining 3,060 restricted stock units were forfeited. Read SEC document |
| February 08, 2015 Filed Feb 10, 2015 21:39 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 652 | $93.99 | $61,281.48 |
DisclosureSEC source: 0001140361-15-005152 · doc1.xml · nonDerivative · entry 2 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,649 Read SEC document |
| February 08, 2015 Filed Feb 10, 2015 21:39 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-15-005152 · doc1.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,301 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 12, 2014 Filed Feb 14, 2014 19:51 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 12,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-007697 · doc1.xml · derivative · entry 4 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,120 Underlying: Common Stock · 12,120 shares Expires 2017-02-12 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 12, 2014 Filed Feb 14, 2014 19:51 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 60,591 | $0.00 Strike: $94.89 | $0.00 |
DisclosureSEC source: 0001140361-14-007697 · doc1.xml · derivative · entry 3 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,591 Underlying: Common Stock · 60,591 shares Expires 2024-02-12 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 09, 2014 Filed Feb 11, 2014 21:10 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 6,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-005878 · doc1.xml · derivative · entry 4 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,587 shares Expires 2014-02-09 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_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. F2 · derivative.exercise_date: Vesting of these restricted stock units was contingent upon the Company's achievement of required performance measures. Read SEC document |
| February 09, 2014 Filed Feb 11, 2014 21:10 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 2,139 | $95.92 | $205,172.88 |
DisclosureSEC source: 0001140361-14-005878 · doc1.xml · nonDerivative · entry 2 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,218 Read SEC document |
| February 09, 2014 Filed Feb 11, 2014 21:10 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 6,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-005878 · doc1.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,357 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 |
| November 15, 2013 Filed Nov 19, 2013 20:53 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 15,971 | $0.00 Strike: $32.60 | $0.00 |
DisclosureSEC source: 0001140361-13-043490 · doc1.xml · derivative · entry 4 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,971 shares Expires 2015-02-16 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_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary of the grant date. Read SEC document |
| November 15, 2013 Filed Nov 19, 2013 20:53 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 15,971 | $96.51 | $1,541,342.04 |
DisclosureSEC source: 0001140361-13-043490 · doc1.xml · nonDerivative · entry 2 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,770 F1 · price: This transaction was executed in multipes trades at prices ranging from $96.50 to $96.53 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 informatioin regarding the shares sold at each separate price. Read SEC document |
| November 15, 2013 Filed Nov 19, 2013 20:53 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 15,971 | $32.60 | $520,654.60 |
DisclosureSEC source: 0001140361-13-043490 · doc1.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,741 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.