Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | President, High Growth Markets | February 11, 2016 | February 16, 2016 |
| Yum China Holdings, Inc.YUMC · Entity 1255 | Director | June 01, 2026 | June 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MCDONALDS CORP
Report date February 11, 2016 · Filed February 16, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 355 |
Ending reported balance
After 2016-02-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-02-13 · Exercise / conversion · Acquired 655 · Balance 655 Row 2 · 2016-02-13 · Tax withholding · Disposed 300 · Balance 355 |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $116.73 · Expires 2026-02-11 | Direct | 50,971 |
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 50,971 · Balance 50,971 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 | 7,646 |
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 7,646 · Balance 7,646 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 3,990 · 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 3,990 RSUs, and the remaining 3,335 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 4,681 · 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 4,681 RSUs; therefore, all 4,681 RSUs were forfeited. |
| Common StockSEC Table I · non-derivative | IndirectProfit Sharing Plan | 6,923.55 |
Reported balance
Holding disclosure · report date 2016-02-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,923.55 |
| Phantom StockSEC Table II · derivative / convertible security | IndirectNon-Qualified Benefit Plan | 2,339.47 |
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 2,339.47 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 3,990 RSUs, and the remaining 3,335 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 4,681 RSUs; therefore, all 4,681 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.
Yum China Holdings, Inc.
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,336 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 4,602 · Balance 27,336 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DUNKIN' BRANDS GROUP, INC.
Report date December 15, 2020 · Filed December 17, 2020
Section 16 reporting ended · disclosed 2020-12-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-12-15 transaction · row 1
1 source rowRow 1 · 2020-12-15 · Disposition to issuer · Disposed 30,923 · Balance 0 F1: Disposed of as a result of the merger (the "Merger") pursuant to the previously announced Agreement and Plan of Merger, dated October 30, 2020, by and among Dunkin' Brands Group, Inc., Inspire Brands, Inc. and Vale Merger Sub, Inc. The disposition is exempt under Rule 16b-3. |
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-12-15 transaction · row 2
1 source rowRow 2 · 2020-12-15 · Disposition to issuer · Disposed 7,347 · Balance 0 F1: Disposed of as a result of the merger (the "Merger") pursuant to the previously announced Agreement and Plan of Merger, dated October 30, 2020, by and among Dunkin' Brands Group, Inc., Inspire Brands, Inc. and Vale Merger Sub, Inc. The disposition is exempt under Rule 16b-3. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $54.95 · Expires 2024-02-16 | Direct | 0 |
Reported balance
After 2020-12-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-12-15 · Disposition to issuer · Disposed 143,737 · Balance 0 F1: Disposed of as a result of the merger (the "Merger") pursuant to the previously announced Agreement and Plan of Merger, dated October 30, 2020, by and among Dunkin' Brands Group, Inc., Inspire Brands, Inc. and Vale Merger Sub, Inc. The disposition is exempt under Rule 16b-3. F3: Represents the difference between the consideration to be paid in connection with the Merger and the strike price of the option. F2: Fully vested. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $59.60 · Expires 2025-02-13 | Direct | 0 |
Reported balance
After 2020-12-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-12-15 · Disposition to issuer · Disposed 130,354 · Balance 0 F1: Disposed of as a result of the merger (the "Merger") pursuant to the previously announced Agreement and Plan of Merger, dated October 30, 2020, by and among Dunkin' Brands Group, Inc., Inspire Brands, Inc. and Vale Merger Sub, Inc. The disposition is exempt under Rule 16b-3. F3: Represents the difference between the consideration to be paid in connection with the Merger and the strike price of the option. F2: Fully vested. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $72.38 · Expires 2026-03-04 | Direct | 0 |
Reported balance
After 2020-12-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-12-15 · Disposition to issuer · Disposed 180,678 · Balance 0 F1: Disposed of as a result of the merger (the "Merger") pursuant to the previously announced Agreement and Plan of Merger, dated October 30, 2020, by and among Dunkin' Brands Group, Inc., Inspire Brands, Inc. and Vale Merger Sub, Inc. The disposition is exempt under Rule 16b-3. F3: Represents the difference between the consideration to be paid in connection with the Merger and the strike price of the option. F2: Fully vested. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $75.80 · Expires 2027-02-11 | Direct | 0 |
Reported balance
After 2020-12-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-12-15 · Disposition to issuer · Disposed 198,381 · Balance 0 F1: Disposed of as a result of the merger (the "Merger") pursuant to the previously announced Agreement and Plan of Merger, dated October 30, 2020, by and among Dunkin' Brands Group, Inc., Inspire Brands, Inc. and Vale Merger Sub, Inc. The disposition is exempt under Rule 16b-3. F3: Represents the difference between the consideration to be paid in connection with the Merger and the strike price of the option. F2: Fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of as a result of the merger (the "Merger") pursuant to the previously announced Agreement and Plan of Merger, dated October 30, 2020, by and among Dunkin' Brands Group, Inc., Inspire Brands, Inc. and Vale Merger Sub, Inc. The disposition is exempt under Rule 16b-3.
F2: Fully vested.
F3: Represents the difference between the consideration to be paid in connection with the Merger and the strike price of the option.
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 12, 2014 Filed Feb 14, 2014 20:46 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 5,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-007817 · doc1.xml · derivative · entry 4 HOFFMANN DAVID L · CIK 0001553068 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,797 Underlying: Common Stock · 5,797 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: Subject to performance vesting condition based on diluted earnings per share growth. Read SEC document |
| February 12, 2014 Filed Feb 14, 2014 20:46 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 28,978 | $0.00 Strike: $94.89 | $0.00 |
DisclosureSEC source: 0001140361-14-007817 · doc1.xml · derivative · entry 3 HOFFMANN DAVID L · CIK 0001553068 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,978 Underlying: Common Stock · 28,978 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 12, 2014 Filed Feb 14, 2014 20:46 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 618 | $95.50 | $59,019.00 |
DisclosureSEC source: 0001140361-14-007817 · doc1.xml · nonDerivative · entry 1 HOFFMANN DAVID L · CIK 0001553068 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 676 Read SEC document |
| February 09, 2014 Filed Feb 11, 2014 21:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-005873 · doc1.xml · derivative · entry 4 HOFFMANN DAVID L · CIK 0001553068 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,186 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. Read SEC document |
| February 09, 2014 Filed Feb 11, 2014 21:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 568 | $95.92 | $54,482.56 |
DisclosureSEC source: 0001140361-14-005873 · doc1.xml · nonDerivative · entry 2 HOFFMANN DAVID L · CIK 0001553068 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,294 Read SEC document |
| February 09, 2014 Filed Feb 11, 2014 21:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-005873 · doc1.xml · nonDerivative · entry 1 HOFFMANN DAVID L · CIK 0001553068 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,862 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 |
| July 26, 2013 Filed Jul 30, 2013 17:58 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 1,771 | $0.00 Strike: $32.60 | $0.00 |
DisclosureSEC source: 0001140361-13-029463 · doc1.xml · derivative · entry 4 HOFFMANN DAVID L · CIK 0001553068 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,771 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. 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 |
| July 26, 2013 Filed Jul 30, 2013 17:58 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,771 | $97.85 | $173,292.00 |
DisclosureSEC source: 0001140361-13-029463 · doc1.xml · nonDerivative · entry 2 HOFFMANN DAVID L · CIK 0001553068 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 676 Read SEC document |
| July 26, 2013 Filed Jul 30, 2013 17:58 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,771 | $32.60 | $57,734.60 |
DisclosureSEC source: 0001140361-13-029463 · doc1.xml · nonDerivative · entry 1 HOFFMANN DAVID L · CIK 0001553068 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,447 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, 2013 Filed Feb 15, 2013 20:50 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 4,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-007756 · doc1.xml · derivative · entry 5 HOFFMANN DAVID L · CIK 0001553068 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,681 Underlying: Common Stock · 4,681 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 20:50 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 3,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-007756 · doc1.xml · derivative · entry 4 HOFFMANN DAVID L · CIK 0001553068 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,990 Underlying: Common Stock · 3,990 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 20:50 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 19,947 | $0.00 Strike: $94.00 | $0.00 |
DisclosureSEC source: 0001140361-13-007756 · doc1.xml · derivative · entry 3 HOFFMANN DAVID L · CIK 0001553068 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,947 Underlying: Common Stock · 19,947 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 19:55 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-006006 · doc1.xml · derivative · entry 4 HOFFMANN DAVID L · CIK 0001553068 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,305 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. Read SEC document |
| February 10, 2013 Filed Feb 12, 2013 19:55 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 629 | $94.87 | $59,673.23 |
DisclosureSEC source: 0001140361-13-006006 · doc1.xml · nonDerivative · entry 2 HOFFMANN DAVID L · CIK 0001553068 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 676 Read SEC document |
| February 10, 2013 Filed Feb 12, 2013 19:55 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-006006 · doc1.xml · nonDerivative · entry 1 HOFFMANN DAVID L · CIK 0001553068 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,305 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.