Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | Corp Exec VP, Human Resources | November 11, 2015 | November 12, 2015 |
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 November 11, 2015 · Filed November 12, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,310 |
Ending reported balance
After 2015-11-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2015-11-11 · Exercise / conversion · Acquired 23,910 · Balance 45,220 Row 2 · 2015-11-11 · Sale · Disposed 23,910 · Balance 21,310 |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $57.08 · Expires 2019-02-11 | Direct | 0 |
Reported balance
After 2015-11-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2015-11-11 · Exercise / conversion · Disposed 23,910 · Balance 0 F1: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. |
| Phantom StockSEC Table II · derivative / convertible security | IndirectNon-Qualified Benefit Plan | 22,827.88 |
Reported balance
Holding disclosure · report date 2015-11-11 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 22,827.88 F2: Each share of phantom stock represents a right to receive the cash value of one share of McDonald's Corporation common stock. F3: 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 share of phantom stock represents a right to receive the cash value of one share of McDonald's Corporation common stock.
F3: 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 14, 2010 Filed Feb 17, 2010 20:54 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 5,699 | $63.59 | $362,399.41 |
DisclosureSEC source: 0001140361-10-007177 · doc1.xml · nonDerivative · entry 2 FLOERSCH RICHARD R · CIK 0001192535 · Corp Exec VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,572 Read SEC document |
| February 14, 2010 Filed Feb 17, 2010 20:54 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 14,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-10-007177 · doc1.xml · nonDerivative · entry 1 FLOERSCH RICHARD R · CIK 0001192535 · Corp Exec VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,271 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 21:09 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 3,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-10-006085 · doc1.xml · derivative · entry 4 FLOERSCH RICHARD R · CIK 0001192535 · Corp Exec VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,202 Underlying: Common Stock · 3,202 shares Expires 2013-02-10 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 10, 2010 Filed Feb 12, 2010 21:09 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 22,404 | $0.00 Strike: $63.25 | $0.00 |
DisclosureSEC source: 0001140361-10-006085 · doc1.xml · derivative · entry 3 FLOERSCH RICHARD R · CIK 0001192535 · Corp Exec VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,404 Underlying: Common Stock · 22,404 shares Expires 2020-02-10 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 14, 2009 Filed Feb 18, 2009 21:08 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 7,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-004508 · doc1.xml · derivative · entry 4 FLOERSCH RICHARD R · CIK 0001192535 · Corp Exec VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,562 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. 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 14, 2009 Filed Feb 18, 2009 21:08 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 2,230 | $56.81 | $126,686.30 |
DisclosureSEC source: 0001140361-09-004508 · doc1.xml · nonDerivative · entry 2 FLOERSCH RICHARD R · CIK 0001192535 · Corp Exec VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,832 Read SEC document |
| February 14, 2009 Filed Feb 18, 2009 21:08 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 7,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-004508 · doc1.xml · nonDerivative · entry 1 FLOERSCH RICHARD R · CIK 0001192535 · Corp Exec VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,062 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 22:42 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 3,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-004091 · doc1.xml · derivative · entry 4 FLOERSCH RICHARD R · CIK 0001192535 · Corp Exec VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,417 Underlying: Common Stock · 3,417 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 22:42 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 23,910 | $0.00 Strike: $57.08 | $0.00 |
DisclosureSEC source: 0001140361-09-004091 · doc1.xml · derivative · entry 3 FLOERSCH RICHARD R · CIK 0001192535 · Corp Exec VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,910 Underlying: Common Stock · 23,910 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 |
| April 29, 2008 Filed May 1, 2008 14:23 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 4,919 | $59.77 | $294,008.63 |
DisclosureSEC source: 0001140361-08-010762 · doc1.xml · nonDerivative · entry 2 FLOERSCH RICHARD R · CIK 0001192535 · Corp Exec VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 Read SEC document |
| April 29, 2008 Filed May 1, 2008 14:23 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 600 | $59.77 | $35,863.50 |
DisclosureSEC source: 0001140361-08-010762 · doc1.xml · nonDerivative · entry 1 FLOERSCH RICHARD R · CIK 0001192535 · Corp Exec VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,419 Read SEC document |
| February 16, 2008 Filed Feb 20, 2008 19:41 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 7,823 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-004656 · doc1.xml · derivative · entry 5 FLOERSCH RICHARD R · CIK 0001192535 · Corp Exec VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,823 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. F2 · derivative.exercise_date: Vesting of these restricted stock units was contingent upon the Company's achievement of required target performance measures. Read SEC document |
| February 16, 2008 Filed Feb 20, 2008 19:41 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 2,304 | $55.30 | $127,411.20 |
DisclosureSEC source: 0001140361-08-004656 · doc1.xml · nonDerivative · entry 2 FLOERSCH RICHARD R · CIK 0001192535 · Corp Exec VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,019 Read SEC document |
| February 16, 2008 Filed Feb 20, 2008 19:41 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 7,823 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-004656 · doc1.xml · nonDerivative · entry 1 FLOERSCH RICHARD R · CIK 0001192535 · Corp Exec VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,323 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 19:26 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 3,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-004403 · doc1.xml · derivative · entry 5 FLOERSCH RICHARD R · CIK 0001192535 · Corp Exec VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,311 Underlying: Common Stock · 3,311 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 19:26 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 23,173 | $0.00 Strike: $56.64 | $0.00 |
DisclosureSEC source: 0001140361-08-004403 · doc1.xml · derivative · entry 4 FLOERSCH RICHARD R · CIK 0001192535 · Corp Exec VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,173 Underlying: Common Stock · 23,173 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 |
| February 14, 2007 Filed Feb 16, 2007 20:58 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 14,439 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-07-003779 · doc1.xml · derivative · entry 5 FLOERSCH RICHARD R · CIK 0001192535 · Corp Exec VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,439 Underlying: Common Stock · 14,439 shares Expires 2010-02-14 F2 · derivative.exercise_price: Restricted Stock Units (RSUs) are granted under the Company's Amended and Restated 2001 Omnibus Stock Ownership Plan and are subject to the terms of such Plan. Upon vesting, payout under the RSUs will be in the form of an equal number of shares of McDonald's common stock or, at the discretion of the Board's Compensation Committee, 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_price: Performance based on diluted earnings per share growth. F2 · price: Restricted Stock Units (RSUs) are granted under the Company's Amended and Restated 2001 Omnibus Stock Ownership Plan and are subject to the terms of such Plan. Upon vesting, payout under the RSUs will be in the form of an equal number of shares of McDonald's common stock or, at the discretion of the Board's Compensation Committee, 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. Read SEC document |
| February 14, 2007 Filed Feb 16, 2007 20:58 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 19,987 | $45.02 Strike: $45.02 | $899,814.74 |
DisclosureSEC source: 0001140361-07-003779 · doc1.xml · derivative · entry 4 FLOERSCH RICHARD R · CIK 0001192535 · Corp Exec VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,987 Underlying: Common Stock · 19,987 shares Expires 2017-02-14 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.