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 16, 2008 Filed Feb 20, 2008 19:36 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 2,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-004653 · 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 · 2,283 shares Expires 2008-02-16 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_price: Each restricted stock unit represents a right to acquire one share of McDonald?s Corporation common stock. Read SEC document |
| February 16, 2008 Filed Feb 20, 2008 19:36 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 711 | $55.30 | $39,318.30 |
DisclosureSEC source: 0001140361-08-004653 · 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: 1,572 Read SEC document |
| February 16, 2008 Filed Feb 20, 2008 19:36 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-004653 · 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: 2,283 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, 2008 Filed Feb 15, 2008 16:27 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 7,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-004368 · 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: 7,857 Underlying: Common Stock · 7,857 shares Expires 2011-02-13 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: Performance based on diluted earnings per share growth. Read SEC document |
| February 13, 2008 Filed Feb 15, 2008 16:27 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 24,100 | $0.00 Strike: $56.64 | $0.00 |
DisclosureSEC source: 0001140361-08-004368 · 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: 24,100 Underlying: Common Stock · 24,100 shares Expires 2018-02-13 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 |
| June 11, 2007 Filed Jun 12, 2007 20:21 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $25.31 | $0.00 |
DisclosureSEC source: 0001140361-07-012184 · doc1.xml · derivative · entry 12 Bensen Peter J · CIK 0001395526 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 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 |
| June 11, 2007 Filed Jun 12, 2007 20:21 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $14.31 | $0.00 |
DisclosureSEC source: 0001140361-07-012184 · doc1.xml · derivative · entry 11 Bensen Peter J · CIK 0001395526 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2013-03-18 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 |
| June 11, 2007 Filed Jun 12, 2007 20:21 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,200 | $51.40 | $61,680.00 |
DisclosureSEC source: 0001140361-07-012184 · doc1.xml · nonDerivative · entry 8 Bensen Peter J · CIK 0001395526 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| June 11, 2007 Filed Jun 12, 2007 20:21 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,600 | $51.39 | $133,614.00 |
DisclosureSEC source: 0001140361-07-012184 · doc1.xml · nonDerivative · entry 7 Bensen Peter J · CIK 0001395526 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Read SEC document |
| June 11, 2007 Filed Jun 12, 2007 20:21 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,700 | $51.38 | $87,346.00 |
DisclosureSEC source: 0001140361-07-012184 · doc1.xml · nonDerivative · entry 6 Bensen Peter J · CIK 0001395526 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,800 Read SEC document |
| June 11, 2007 Filed Jun 12, 2007 20:21 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,000 | $51.37 | $51,370.00 |
DisclosureSEC source: 0001140361-07-012184 · doc1.xml · nonDerivative · entry 5 Bensen Peter J · CIK 0001395526 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 Read SEC document |
| June 11, 2007 Filed Jun 12, 2007 20:21 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 3,300 | $51.36 | $169,488.00 |
DisclosureSEC source: 0001140361-07-012184 · doc1.xml · nonDerivative · entry 4 Bensen Peter J · CIK 0001395526 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 Read SEC document |
| June 11, 2007 Filed Jun 12, 2007 20:21 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,200 | $51.35 | $112,970.00 |
DisclosureSEC source: 0001140361-07-012184 · doc1.xml · nonDerivative · entry 3 Bensen Peter J · CIK 0001395526 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,800 Read SEC document |
| June 11, 2007 Filed Jun 12, 2007 20:21 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 6,000 | $25.31 | $151,860.00 |
DisclosureSEC source: 0001140361-07-012184 · doc1.xml · nonDerivative · entry 2 Bensen Peter J · CIK 0001395526 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 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 |
| June 11, 2007 Filed Jun 12, 2007 20:21 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 6,000 | $14.31 | $85,860.00 |
DisclosureSEC source: 0001140361-07-012184 · doc1.xml · nonDerivative · entry 1 Bensen Peter J · CIK 0001395526 · Corp Sr Vice Pres - Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 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.