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 |
|---|---|---|---|---|---|---|
| February 13, 2013 Filed Feb 15, 2013 20:45 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 7,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-007748 · doc1.xml · derivative · entry 5 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,447 Underlying: Common Stock · 7,447 shares Expires 2016-02-13 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. F4 · derivative.exercise_date: Subject to performance vesting condition based on operating income growth, return on incremental invested capital and total shareholder return, 50% of the award will vest upon the date shown and the remaining 50% of the award is eligible to vest upon the reporting person's separation from the Company. Read SEC document |
| February 13, 2013 Filed Feb 15, 2013 20:45 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 10,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-007748 · 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: 10,639 Underlying: Common Stock · 10,639 shares Expires 2016-02-13 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: Subject to performance vesting condition based on diluted earnings per share growth. Read SEC document |
| February 13, 2013 Filed Feb 15, 2013 20:45 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 53,192 | $0.00 Strike: $94.00 | $0.00 |
DisclosureSEC source: 0001140361-13-007748 · 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: 53,192 Underlying: Common Stock · 53,192 shares Expires 2023-02-13 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 10, 2013 Filed Feb 12, 2013 19:47 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 7,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-006000 · 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 · 7,115 shares Expires 2013-02-10 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_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 10, 2013 Filed Feb 12, 2013 19:47 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 2,308 | $94.87 | $218,959.96 |
DisclosureSEC source: 0001140361-13-006000 · 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 Read SEC document |
| February 10, 2013 Filed Feb 12, 2013 19:47 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 7,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-006000 · 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: 11,078 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 |
| December 11, 2012 Filed Dec 13, 2012 16:39 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $25.31 | $0.00 |
DisclosureSEC source: 0001140361-12-050963 · doc1.xml · derivative · entry 6 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 · 6,000 shares Expires 2014-05-20 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 |
| December 11, 2012 Filed Dec 13, 2012 16:39 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 12,000 | $0.00 Strike: $26.63 | $0.00 |
DisclosureSEC source: 0001140361-12-050963 · doc1.xml · derivative · entry 5 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 · 12,000 shares Expires 2014-02-16 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. 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 |
| December 11, 2012 Filed Dec 13, 2012 16:39 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 18,000 | $89.75 | $1,615,500.00 |
DisclosureSEC source: 0001140361-12-050963 · doc1.xml · nonDerivative · entry 3 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,963 Read SEC document |
| December 11, 2012 Filed Dec 13, 2012 16:39 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 6,000 | $25.31 | $151,860.00 |
DisclosureSEC source: 0001140361-12-050963 · 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: 21,963 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 |
| December 11, 2012 Filed Dec 13, 2012 16:39 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 12,000 | $26.63 | $319,560.00 |
DisclosureSEC source: 0001140361-12-050963 · 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: 15,963 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, 2012 Filed Feb 14, 2012 20:35 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 5,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-008050 · 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 · 5,782 shares Expires 2012-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. 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 11, 2012 Filed Feb 14, 2012 20:35 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 1,819 | $99.47 | $180,935.93 |
DisclosureSEC source: 0001140361-12-008050 · 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: 3,963 Read SEC document |
| February 11, 2012 Filed Feb 14, 2012 20:35 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 5,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-008050 · 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: 5,782 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 08, 2012 Filed Feb 10, 2012 19:35 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 5,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-006851 · 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: 5,143 Underlying: Common Stock · 5,143 shares Expires 2015-02-08 F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a right to acquire one share of McDonald's Corporation common stock. Upon vesting, payout under the RSUs will be in the form of shares or, at the discretion of the Compensation Committee of the Board of Directors, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. F3 · derivative.exercise_date: Contain performance vesting condition based on diluted earnings per share growth during the performance period. Read SEC document |
| February 08, 2012 Filed Feb 10, 2012 19:35 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 59,996 | $0.00 Strike: $100.05 | $0.00 |
DisclosureSEC source: 0001140361-12-006851 · doc1.xml · derivative · entry 2 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,996 Underlying: Common Stock · 59,996 shares Expires 2022-02-08 F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| November 11, 2011 Filed Nov 15, 2011 17:21 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherPhantom Stock · Derivative | 5,276.49 | $94.76 | $500,000.19 |
DisclosureSEC source: 0001140361-11-053609 · doc1.xml · derivative · entry 5 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Benefit Plan Disclosed balance after: 20,520.89 Underlying: Common Stock · 5,276.49 shares Expires not disclosed F3 · 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. F4 · derivative.exercise_date: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. F4 · 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 |
| November 11, 2011 Filed Nov 15, 2011 17:21 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 13,826 | $0.00 Strike: $35.25 | $0.00 |
DisclosureSEC source: 0001140361-11-053609 · 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 · 13,826 shares Expires 2013-03-21 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 |
| November 11, 2011 Filed Nov 15, 2011 17:21 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 19,211 | $94.26 | $1,810,778.91 |
DisclosureSEC source: 0001140361-11-053609 · 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: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $94.03 to $94.8325 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 |
| November 11, 2011 Filed Nov 15, 2011 17:21 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 13,826 | $35.25 | $487,366.50 |
DisclosureSEC source: 0001140361-11-053609 · 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: 19,211 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 13, 2011 Filed Feb 15, 2011 20:33 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 7,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-009850 · 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 · 7,857 shares Expires 2011-02-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. 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 13, 2011 Filed Feb 15, 2011 20:33 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 2,472 | $76.14 | $188,218.08 |
DisclosureSEC source: 0001140361-11-009850 · 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: 5,385 Read SEC document |
| February 13, 2011 Filed Feb 15, 2011 20:33 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 7,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-009850 · 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: 7,857 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 09, 2011 Filed Feb 11, 2011 21:21 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 6,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-008265 · 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: 6,587 Underlying: Common Stock · 6,587 shares Expires 2014-02-09 F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a right to acquire one share of McDonald's Corporation common stock. Upon vesting, payout under the RSUs will be in the form of shares or, at the discretion of the Compensation Committee of the Board of Directors, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. F3 · derivative.exercise_date: Contain performance vesting condition based on diluted earnings per share growth during the performance period. Read SEC document |
| February 09, 2011 Filed Feb 11, 2011 21:21 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 46,105 | $0.00 Strike: $75.93 | $0.00 |
DisclosureSEC source: 0001140361-11-008265 · doc1.xml · derivative · entry 2 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,105 Underlying: Common Stock · 46,105 shares Expires 2021-02-09 F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| October 22, 2010 Filed Oct 26, 2010 19:06 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 22,000 | $0.00 Strike: $28.75 | $0.00 |
DisclosureSEC source: 0001140361-10-042257 · doc1.xml · derivative · entry 6 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 · 22,000 shares Expires 2012-03-20 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 22, 2010 Filed Oct 26, 2010 19:06 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 10,272 | $0.00 Strike: $40.44 | $0.00 |
DisclosureSEC source: 0001140361-10-042257 · doc1.xml · derivative · entry 5 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 · 10,272 shares Expires 2012-05-19 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 22, 2010 Filed Oct 26, 2010 19:06 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 32,272 | $78.50 | $2,533,352.00 |
DisclosureSEC source: 0001140361-10-042257 · doc1.xml · nonDerivative · entry 3 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| October 22, 2010 Filed Oct 26, 2010 19:06 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 22,000 | $28.75 | $632,500.00 |
DisclosureSEC source: 0001140361-10-042257 · 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: 32,272 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 |
| October 22, 2010 Filed Oct 26, 2010 19:06 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 10,272 | $40.44 | $415,374.00 |
DisclosureSEC source: 0001140361-10-042257 · 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: 10,272 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 09, 2010 Filed Mar 11, 2010 20:39 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherPhantom Stock · Derivative | 9,216.59 | $65.10 | $600,000.01 |
DisclosureSEC source: 0001140361-10-011354 · doc1.xml · derivative · entry 4 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Benefit Plan Disclosed balance after: 14,709.73 Underlying: Common Stock · 9,216.59 shares Expires not disclosed F4 · 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. F5 · derivative.exercise_date: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. F5 · 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 09, 2010 Filed Mar 11, 2010 20:39 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 3,138 | $65.39 | $205,206.37 |
DisclosureSEC source: 0001140361-10-011354 · doc1.xml · nonDerivative · entry 2 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F2 · price: This transaction was executed in multiple trades at prices ranging from $65.39 to $65.40 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. F3 · ownership.nature: Shares were held in a living revocable trust of which the reporting person's spouse is trustee. Read SEC document |
| March 09, 2010 Filed Mar 11, 2010 20:39 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,528 | $65.40 | $99,932.73 |
DisclosureSEC source: 0001140361-10-011354 · 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: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $65.40 to $65.4025 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 |
| February 14, 2010 Filed Feb 17, 2010 21:06 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 2,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-10-007205 · doc1.xml · derivative · entry 5 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 · 2,166 shares Expires 2010-02-14 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_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| February 14, 2010 Filed Feb 17, 2010 21:06 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 638 | $63.59 | $40,570.42 |
DisclosureSEC source: 0001140361-10-007205 · 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: 1,528 Read SEC document |
| February 14, 2010 Filed Feb 17, 2010 21:06 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-10-007205 · 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: 2,166 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 10, 2010 Filed Feb 12, 2010 20:47 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 7,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-10-006057 · doc1.xml · derivative · entry 8 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,115 Underlying: Common Stock · 7,115 shares Expires 2013-02-10 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 · derivative.exercise_date: Contain performance vesting condition based on diluted earnings per share growth during the performance period. Read SEC document |
| February 10, 2010 Filed Feb 12, 2010 20:47 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 49,787 | $0.00 Strike: $63.25 | $0.00 |
DisclosureSEC source: 0001140361-10-006057 · doc1.xml · derivative · entry 7 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,787 Underlying: Common Stock · 49,787 shares Expires 2020-02-10 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 |
| February 10, 2010 Filed Feb 12, 2010 20:47 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 21,400 | $0.00 Strike: $29.43 | $0.00 |
DisclosureSEC source: 0001140361-10-006057 · doc1.xml · derivative · entry 6 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 · 21,400 shares Expires 2011-02-02 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. 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 |
| February 10, 2010 Filed Feb 12, 2010 20:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 21,400 | $63.37 | $1,356,118.00 |
DisclosureSEC source: 0001140361-10-006057 · doc1.xml · nonDerivative · entry 4 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 10, 2010 Filed Feb 12, 2010 20:47 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 21,400 | $29.43 | $629,802.00 |
DisclosureSEC source: 0001140361-10-006057 · doc1.xml · nonDerivative · entry 3 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,400 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 10, 2009 Filed Feb 12, 2010 20:47 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 1,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-10-006057 · doc1.xml · nonDerivative · entry 2 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,138 F1 · kind: Represents gift of shares to a living revocable trust of which the reporting person's spouse is trustee. Read SEC document |
| March 10, 2009 Filed Feb 12, 2010 20:47 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 1,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-10-006057 · 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: 0 F1 · kind: Represents gift of shares to a living revocable trust of which the reporting person's spouse is trustee. Read SEC document |
| February 17, 2009 Filed Feb 18, 2009 20:58 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 1,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-004501 · doc1.xml · nonDerivative · entry 4 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,572 F1 · kind: On February 17, 2009, the reporting person transferred 1,572 shares of the Issuer's common stock directly beneficially owned by the reporting person to a living revocable trust of which the reporting person's spouse is trustee. F1 · ownership.nature: On February 17, 2009, the reporting person transferred 1,572 shares of the Issuer's common stock directly beneficially owned by the reporting person to a living revocable trust of which the reporting person's spouse is trustee. Read SEC document |
| February 17, 2009 Filed Feb 18, 2009 20:58 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 1,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-004501 · doc1.xml · nonDerivative · entry 3 Bensen Peter J · CIK 0001395526 · Corp Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,566 F1 · kind: On February 17, 2009, the reporting person transferred 1,572 shares of the Issuer's common stock directly beneficially owned by the reporting person to a living revocable trust of which the reporting person's spouse is trustee. Read SEC document |
| February 14, 2009 Filed Feb 18, 2009 20:58 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 2,269 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-004501 · doc1.xml · derivative · entry 6 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 · 2,269 shares Expires 2009-02-14 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_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| February 14, 2009 Filed Feb 18, 2009 20:58 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 703 | $56.81 | $39,937.43 |
DisclosureSEC source: 0001140361-09-004501 · 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: 3,138 Read SEC document |
| February 14, 2009 Filed Feb 18, 2009 20:58 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,269 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-004501 · 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: 3,841 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, 2009 Filed Feb 13, 2009 22:39 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 5,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-004090 · 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: 5,782 Underlying: Common Stock · 5,782 shares Expires 2012-02-11 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 · derivative.exercise_date: Contain performance vesting condition based on diluted earnings per share growth during the performance period. Read SEC document |
| February 11, 2009 Filed Feb 13, 2009 22:39 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 40,463 | $0.00 Strike: $57.08 | $0.00 |
DisclosureSEC source: 0001140361-09-004090 · 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: 40,463 Underlying: Common Stock · 40,463 shares Expires 2019-02-11 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.