Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | Director | June 30, 2015 | July 02, 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 June 30, 2015 · Filed July 02, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 109,248.29 |
Reported balance
After 2015-06-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2015-06-30 · Grant · Acquired 262.96 · Balance 109,248.29 F1: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4: Includes shares acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan").
F2: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation.
F3: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election.
F4: Includes shares acquired through dividend reinvestment.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
KAPSTONE PAPER & PACKAGING CORP
Report date November 02, 2018 · Filed November 06, 2018
Section 16 reporting ended · disclosed 2018-11-06. 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 |
Ending reported balance
After 2018-11-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-11-02 · Disposition to issuer · Disposed 3,374,250 · Balance 75,055 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 28, 2018 among WRKCo Inc., a Delaware corporation (formerly known as WestRock Company), KapStone Paper and Packaging Corporation, a Delaware corporation ("KapStone" or the "Company"), WestRock Company, a Delaware corporation (formerly known as Whiskey Holdco, Inc.), Whiskey Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco, and Kola Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco ("Merger Sub"), effective as of the effective time of the merger of Merger Sub with and into the Company (the "Merger"), these shares of Company common stock, par value $0.0001 per share, were converted into the right to receive, at the election of the stockholder, (i) $35.00 in cash, without interest thereon or (ii) 0.4981 shares of Holdco common stock. Row 2 · 2018-11-02 · Disposition to issuer · Disposed 75,055 · Balance 0 F2: Pursuant to the Merger Agreement, each KapStone restricted stock unit award was converted at the effective time of the Merger into a Holdco restricted stock unit award, generally on the same terms and conditions as were applicable to such KapStone restricted stock unit award immediately prior to the effective time of the Merger, relating to the number of Holdco shares (rounded to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone restricted stock unit award by the Equity Award Exchange Ratio (as defined in the Merger Agreement). |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.88 · Expires 2022-03-07 | Direct | 0 |
Reported balance
After 2018-11-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-11-02 · Disposition to issuer · Disposed 107,594 · Balance 0 F4: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F3: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. The options were granted on 3/7/12. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.83 · Expires 2023-03-06 | Direct | 0 |
Reported balance
After 2018-11-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-11-02 · Disposition to issuer · Disposed 90,490 · Balance 0 F4: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F5: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. The options were granted on 3/6/13. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.41 · Expires 2024-03-12 | Direct | 0 |
Reported balance
After 2018-11-02 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-11-02 · Disposition to issuer · Disposed 55,448 · Balance 0 F4: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F6: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. The options were granted on 3/12/14. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.89 · Expires 2025-03-26 | Direct | 0 |
Reported balance
After 2018-11-02 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-11-02 · Disposition to issuer · Disposed 89,286 · Balance 0 F4: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F7: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. The options were granted on 3/26/15. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.72 · Expires 2026-03-18 | Direct | 0 |
Reported balance
After 2018-11-02 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-11-02 · Disposition to issuer · Disposed 96,524 · Balance 0 F4: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F8: The options vested 50% on the second anniversary of the grant date and were scheduled to vest 50% on the third anniversary of the grant date. The options were granted on 3/18/16. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.20 · Expires 2027-03-07 | Direct | 0 |
Reported balance
After 2018-11-02 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2018-11-02 · Disposition to issuer · Disposed 128,412 · Balance 0 F4: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F9: The options were scheduled to vest 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. The options were granted on 3/7/17. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 28, 2018 among WRKCo Inc., a Delaware corporation (formerly known as WestRock Company), KapStone Paper and Packaging Corporation, a Delaware corporation ("KapStone" or the "Company"), WestRock Company, a Delaware corporation (formerly known as Whiskey Holdco, Inc.), Whiskey Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco, and Kola Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco ("Merger Sub"), effective as of the effective time of the merger of Merger Sub with and into the Company (the "Merger"), these shares of Company common stock, par value $0.0001 per share, were converted into the right to receive, at the election of the stockholder, (i) $35.00 in cash, without interest thereon or (ii) 0.4981 shares of Holdco common stock.
F2: Pursuant to the Merger Agreement, each KapStone restricted stock unit award was converted at the effective time of the Merger into a Holdco restricted stock unit award, generally on the same terms and conditions as were applicable to such KapStone restricted stock unit award immediately prior to the effective time of the Merger, relating to the number of Holdco shares (rounded to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone restricted stock unit award by the Equity Award Exchange Ratio (as defined in the Merger Agreement).
F3: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. The options were granted on 3/7/12.
F4: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio.
F5: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. The options were granted on 3/6/13.
F6: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. The options were granted on 3/12/14.
F7: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. The options were granted on 3/26/15.
F8: The options vested 50% on the second anniversary of the grant date and were scheduled to vest 50% on the third anniversary of the grant date. The options were granted on 3/18/16.
F9: The options were scheduled to vest 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. The options were granted on 3/7/17.
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 |
|---|---|---|---|---|---|---|
| November 02, 2018 Filed Nov 6, 2018 21:46 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Disposition to issuerStock Option (Right to Buy) · Derivative | 128,412 | Not disclosed Strike: $22.20 | Not disclosed |
DisclosureSEC source: 0001104659-18-066433 · a4.xml · derivative · entry 8 STONE ROGER W · CIK 0001012346 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 128,412 shares Expires 2027-03-07 F4 · price: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F9 · derivative.exercise_date: The options were scheduled to vest 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. The options were granted on 3/7/17. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 21:46 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Disposition to issuerStock Option (Right to Buy) · Derivative | 96,524 | Not disclosed Strike: $12.72 | Not disclosed |
DisclosureSEC source: 0001104659-18-066433 · a4.xml · derivative · entry 7 STONE ROGER W · CIK 0001012346 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 96,524 shares Expires 2026-03-18 F4 · price: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F8 · derivative.exercise_date: The options vested 50% on the second anniversary of the grant date and were scheduled to vest 50% on the third anniversary of the grant date. The options were granted on 3/18/16. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 21:46 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Disposition to issuerStock Option (Right to Buy) · Derivative | 89,286 | Not disclosed Strike: $31.89 | Not disclosed |
DisclosureSEC source: 0001104659-18-066433 · a4.xml · derivative · entry 6 STONE ROGER W · CIK 0001012346 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 89,286 shares Expires 2025-03-26 F4 · price: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F7 · derivative.exercise_date: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. The options were granted on 3/26/15. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 21:46 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Disposition to issuerStock Option (Right to Buy) · Derivative | 55,448 | Not disclosed Strike: $30.41 | Not disclosed |
DisclosureSEC source: 0001104659-18-066433 · a4.xml · derivative · entry 5 STONE ROGER W · CIK 0001012346 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 55,448 shares Expires 2024-03-12 F4 · price: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F6 · derivative.exercise_date: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. The options were granted on 3/12/14. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 21:46 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Disposition to issuerStock Option (Right to Buy) · Derivative | 90,490 | Not disclosed Strike: $13.83 | Not disclosed |
DisclosureSEC source: 0001104659-18-066433 · a4.xml · derivative · entry 4 STONE ROGER W · CIK 0001012346 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 90,490 shares Expires 2023-03-06 F4 · price: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F5 · derivative.exercise_date: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. The options were granted on 3/6/13. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 21:46 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Disposition to issuerStock Option (Right to Buy) · Derivative | 107,594 | Not disclosed Strike: $8.88 | Not disclosed |
DisclosureSEC source: 0001104659-18-066433 · a4.xml · derivative · entry 3 STONE ROGER W · CIK 0001012346 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 107,594 shares Expires 2022-03-07 F4 · price: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F3 · derivative.exercise_date: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. The options were granted on 3/7/12. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 21:46 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Disposition to issuerCommon Stock | 75,055 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-18-066433 · a4.xml · nonDerivative · entry 2 STONE ROGER W · CIK 0001012346 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Pursuant to the Merger Agreement, each KapStone restricted stock unit award was converted at the effective time of the Merger into a Holdco restricted stock unit award, generally on the same terms and conditions as were applicable to such KapStone restricted stock unit award immediately prior to the effective time of the Merger, relating to the number of Holdco shares (rounded to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone restricted stock unit award by the Equity Award Exchange Ratio (as defined in the Merger Agreement). Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 21:46 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Disposition to issuerCommon Stock | 3,374,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-18-066433 · a4.xml · nonDerivative · entry 1 STONE ROGER W · CIK 0001012346 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,055 F1 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 28, 2018 among WRKCo Inc., a Delaware corporation (formerly known as WestRock Company), KapStone Paper and Packaging Corporation, a Delaware corporation ("KapStone" or the "Company"), WestRock Company, a Delaware corporation (formerly known as Whiskey Holdco, Inc.), Whiskey Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco, and Kola Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco ("Merger Sub"), effective as of the effective time of the merger of Merger Sub with and into the Company (the "Merger"), these shares of Company common stock, par value $0.0001 per share, were converted into the right to receive, at the election of the stockholder, (i) $35.00 in cash, without interest thereon or (ii) 0.4981 shares of Holdco common stock. Read SEC document |
| October 30, 2018 Filed Nov 1, 2018 19:12 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 116,646 | $0.00 Strike: $7.31 | $0.00 |
DisclosureSEC source: 0001127602-18-031712 · form4.xml · derivative · entry 6 STONE ROGER W · CIK 0001012346 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 116,646 shares Expires 2021-03-03 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. F3 · derivative.exercise_date: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. They were granted on March 3, 2011. Read SEC document |
| October 30, 2018 Filed Nov 1, 2018 19:12 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 92,192 | $0.00 Strike: $4.68 | $0.00 |
DisclosureSEC source: 0001127602-18-031712 · form4.xml · derivative · entry 5 STONE ROGER W · CIK 0001012346 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 92,192 shares Expires 2020-05-27 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: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. They were granted on May 27, 2010. Read SEC document |
| October 30, 2018 Filed Nov 1, 2018 19:12 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Tax withholdingCommon Stock | 65,241 | $34.99 | $2,282,456.39 |
DisclosureSEC source: 0001127602-18-031712 · form4.xml · nonDerivative · entry 4 STONE ROGER W · CIK 0001012346 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,449,305 F1 · kind: Represents a "net exercise" of stock options. These shares were withheld for payment of the exercise price and applicable taxes. Read SEC document |
| October 30, 2018 Filed Nov 1, 2018 19:12 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Exercise / conversionCommon Stock | 116,646 | $7.31 | $852,099.03 |
DisclosureSEC source: 0001127602-18-031712 · form4.xml · nonDerivative · entry 3 STONE ROGER W · CIK 0001012346 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,514,546 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 30, 2018 Filed Nov 1, 2018 19:12 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Tax withholdingCommon Stock | 47,711 | $34.99 | $1,669,169.34 |
DisclosureSEC source: 0001127602-18-031712 · form4.xml · nonDerivative · entry 2 STONE ROGER W · CIK 0001012346 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,397,900 F1 · kind: Represents a "net exercise" of stock options. These shares were withheld for payment of the exercise price and applicable taxes. Read SEC document |
| October 30, 2018 Filed Nov 1, 2018 19:12 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Exercise / conversionCommon Stock | 92,192 | $4.68 | $431,458.56 |
DisclosureSEC source: 0001127602-18-031712 · form4.xml · nonDerivative · entry 1 STONE ROGER W · CIK 0001012346 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,445,611 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 26, 2018 Filed Mar 28, 2018 17:12 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Tax withholdingCommon Stock | 11,758 | $34.65 | $407,414.70 |
DisclosureSEC source: 0001127602-18-012933 · form4.xml · nonDerivative · entry 1 STONE ROGER W · CIK 0001012346 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,353,419 F1 · shares: Restricted stock units withheld for taxes upon vesting of restricted stock units awarded March 26, 2015 as reported in Table 1 of the Form 4 filed March 30, 2015. Read SEC document |
| March 13, 2017 Filed Mar 14, 2017 19:41 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Tax withholdingCommon Stock | 5,437 | $22.43 | $121,951.91 |
DisclosureSEC source: 0001127602-17-011709 · form4.xml · nonDerivative · entry 1 STONE ROGER W · CIK 0001012346 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,365,177 F1 · shares: Restricted stock units withheld for taxes upon vesting of restricted stock units awarded March 12, 2014 as reported in Table 1 of the Form 4 filed March 14, 2014. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 18:33 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | GrantStock Option (Right to Buy) · Derivative | 128,412 | $0.00 Strike: $22.20 | $0.00 |
DisclosureSEC source: 0001127602-17-011158 · form4.xml · derivative · entry 2 STONE ROGER W · CIK 0001012346 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,412 Underlying: Common Stock · 128,412 shares Expires 2027-03-07 F2 · security: Represents options granted pursuant to the KapStone Paper and Packaging 2016 Incentive Plan. F3 · derivative.exercise_date: The options vest 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 18:33 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | GrantCommon Stock | 45,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011158 · form4.xml · nonDerivative · entry 1 STONE ROGER W · CIK 0001012346 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,370,614 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of KapStone common stock. The restricted stock units vest in their entirety on the third anniversary of the grant date. Read SEC document |
| June 30, 2015 Filed Jul 2, 2015 19:05 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 262.96 | $95.07 | $24,999.61 |
DisclosureSEC source: 0001140361-15-026505 · doc1.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,248.29 Underlying: Common Stock · 262.96 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 31, 2015 Filed Apr 2, 2015 17:02 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 256.57 | $97.44 | $25,000.18 |
DisclosureSEC source: 0001123292-15-000652 · edgar.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,011.73 Underlying: Common Stock · 256.57 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 31, 2014 Filed Jan 5, 2015 21:57 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,494.13 | $93.70 | $139,999.98 |
DisclosureSEC source: 0001140361-15-000465 · doc1.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,820.55 Underlying: Common Stock · 1,494.13 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 31, 2013 Filed Jan 16, 2014 22:03 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,700.505 | $97.03 | $165,000.00 |
DisclosureSEC source: 0001140361-14-002406 · doc1.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,763.711 Underlying: Common Stock · 1,700.505 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 30, 2013 Filed Oct 2, 2013 20:07 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 259.848 | $96.21 | $24,999.98 |
DisclosureSEC source: 0001140361-13-037590 · doc1.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,221.203 Underlying: Common Stock · 259.848 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| June 30, 2013 Filed Jul 2, 2013 17:00 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 252.525 | $99.00 | $24,999.98 |
DisclosureSEC source: 0001140361-13-027031 · doc1.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,189.239 Underlying: Common Stock · 252.525 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 31, 2013 Filed Apr 2, 2013 16:22 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 250.777 | $99.69 | $24,999.96 |
DisclosureSEC source: 0001140361-13-015057 · doc1.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,178.888 Underlying: Common Stock · 250.777 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 31, 2012 Filed Jan 3, 2013 16:42 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,587.122 | $88.21 | $140,000.03 |
DisclosureSEC source: 0001140361-13-000461 · doc1.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,185.034 Underlying: Common Stock · 1,587.122 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| November 09, 2012 Filed Nov 13, 2012 20:43 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $25.31 | $0.00 |
DisclosureSEC source: 0001140361-12-046824 · doc1.xml · derivative · entry 5 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Common Stock · 5,000 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. F2 · derivative.exercise_date: Options became exercisable in 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| November 09, 2012 Filed Nov 13, 2012 20:43 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $17.50 | $0.00 |
DisclosureSEC source: 0001140361-12-046824 · doc1.xml · derivative · entry 4 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2013-05-22 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 became exercisable in 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| November 09, 2012 Filed Nov 13, 2012 20:43 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 10,000 | $84.72 | $847,221.00 |
DisclosureSEC source: 0001140361-12-046824 · doc1.xml · nonDerivative · entry 3 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $84.72 to $84.73 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 09, 2012 Filed Nov 13, 2012 20:43 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 5,000 | $25.31 | $126,550.00 |
DisclosureSEC source: 0001140361-12-046824 · doc1.xml · nonDerivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 10,000 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 |
| November 09, 2012 Filed Nov 13, 2012 20:43 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 5,000 | $17.50 | $87,500.00 |
DisclosureSEC source: 0001140361-12-046824 · doc1.xml · nonDerivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 5,000 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 |
| March 31, 2012 Filed Apr 3, 2012 16:12 UTC | MCDONALDS CORP MCD · Entity 2849 | Disposition to issuerPhantom Stock · Derivative | 1,201.255 | $98.10 | $117,843.12 |
DisclosureSEC source: 0001140361-12-018768 · doc1.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,379.994 Underlying: Common Stock · 1,201.255 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Distribution of a specified portion of the reporting person's Plan account pursuant to a prior election made under the Plan. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 14, 2012 Filed Mar 15, 2012 17:33 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $30.40 | $0.00 |
DisclosureSEC source: 0001140361-12-015780 · doc1.xml · derivative · entry 3 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2012-05-23 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 became exercisable in 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| March 14, 2012 Filed Mar 15, 2012 17:33 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 5,000 | $97.20 | $486,017.50 |
DisclosureSEC source: 0001140361-12-015780 · doc1.xml · nonDerivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $97.20 to $97.21 per share. The price reported represents the weighted average sales price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| March 14, 2012 Filed Mar 15, 2012 17:33 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 5,000 | $30.40 | $152,000.00 |
DisclosureSEC source: 0001140361-12-015780 · doc1.xml · nonDerivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 5,000 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 |
| December 31, 2011 Filed Jan 4, 2012 17:58 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,519.984 | $100.33 | $152,499.99 |
DisclosureSEC source: 0001140361-12-000565 · doc1.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,917.821 Underlying: Common Stock · 1,519.984 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 30, 2011 Filed Oct 4, 2011 16:20 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 256.206 | $87.82 | $22,500.01 |
DisclosureSEC source: 0001140361-11-047945 · doc1.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,750.544 Underlying: Common Stock · 256.206 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| June 30, 2011 Filed Jul 5, 2011 16:26 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 266.841 | $84.32 | $22,500.03 |
DisclosureSEC source: 0001140361-11-035352 · doc1.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,873.398 Underlying: Common Stock · 266.841 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| April 25, 2011 Filed Apr 27, 2011 19:20 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $28.50 | $0.00 |
DisclosureSEC source: 0001140361-11-023338 · doc1.xml · derivative · entry 3 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2011-05-17 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 became exercisable in 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| April 25, 2011 Filed Apr 27, 2011 19:20 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 3,000 | $76.65 | $229,955.10 |
DisclosureSEC source: 0001140361-11-023338 · doc1.xml · nonDerivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $76.65 to $76.6525 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 |
| April 25, 2011 Filed Apr 27, 2011 19:20 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 3,000 | $28.50 | $85,500.00 |
DisclosureSEC source: 0001140361-11-023338 · doc1.xml · nonDerivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,000 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 |
| March 31, 2011 Filed Apr 4, 2011 19:19 UTC | MCDONALDS CORP MCD · Entity 2849 | Disposition to issuerPhantom Stock · Derivative | 1,167.4 | $76.09 | $88,827.47 |
DisclosureSEC source: 0001140361-11-020400 · doc1.xml · derivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,938.75 Underlying: Common Stock · 1,167.4 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F5 · kind: Distribution of a specified portion of the reporting person's Plan account pursuant to a prior election made under the Plan. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 31, 2011 Filed Apr 4, 2011 19:19 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 295.702 | $76.09 | $22,499.97 |
DisclosureSEC source: 0001140361-11-020400 · doc1.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,106.15 Underlying: Common Stock · 295.702 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 31, 2010 Filed Jan 4, 2011 21:04 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,986.711 | $76.76 | $152,499.94 |
DisclosureSEC source: 0001140361-11-000756 · doc1.xml · derivative · entry 9 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,087.03 Underlying: Common Stock · 1,986.711 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F4 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F5 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F5 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F6 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 30, 2010 Filed Oct 4, 2010 17:20 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 301.973 | $74.51 | $22,500.01 |
DisclosureSEC source: 0001140361-10-039497 · doc1.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,415.551 Underlying: Common Stock · 301.973 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 17, 2010 Filed Jan 4, 2011 21:04 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftOptions (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $25.31 | $0.00 |
DisclosureSEC source: 0001140361-11-000756 · doc1.xml · derivative · entry 8 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2014-05-20 F1 · kind: The reporting person transferred this option as a gift to a revocable trust of which the reporting person is trustee. F2 · derivative.exercise_date: Options became exercisable in 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| September 17, 2010 Filed Jan 4, 2011 21:04 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftOptions (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $17.50 | $0.00 |
DisclosureSEC source: 0001140361-11-000756 · doc1.xml · derivative · entry 7 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2013-05-22 F1 · kind: The reporting person transferred this option as a gift to a revocable trust of which the reporting person is trustee. F2 · derivative.exercise_date: Options became exercisable in 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| September 17, 2010 Filed Jan 4, 2011 21:04 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftOptions (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $30.40 | $0.00 |
DisclosureSEC source: 0001140361-11-000756 · doc1.xml · derivative · entry 6 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2012-05-23 F1 · kind: The reporting person transferred this option as a gift to a revocable trust of which the reporting person is trustee. F2 · derivative.exercise_date: Options became exercisable in 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| September 17, 2010 Filed Jan 4, 2011 21:04 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftOptions (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $28.50 | $0.00 |
DisclosureSEC source: 0001140361-11-000756 · doc1.xml · derivative · entry 5 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2011-05-17 F1 · kind: The reporting person transferred this option as a gift to a revocable trust of which the reporting person is trustee. F2 · derivative.exercise_date: Options became exercisable in 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| September 17, 2010 Filed Jan 4, 2011 21:04 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftOptions (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $25.31 | $0.00 |
DisclosureSEC source: 0001140361-11-000756 · doc1.xml · derivative · entry 4 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2014-05-20 F1 · kind: The reporting person transferred this option as a gift to a revocable trust of which the reporting person is trustee. F2 · derivative.exercise_date: Options became exercisable in 33% increments on the first, second and third 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.