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 |
|---|---|---|---|---|---|---|
| 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 3 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 |
| June 30, 2010 Filed Jul 1, 2010 21:30 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 341.582 | $65.87 | $22,500.01 |
DisclosureSEC source: 0001140361-10-027964 · doc1.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,485.012 Underlying: Common Stock · 341.582 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, 2010 Filed Apr 2, 2010 15:22 UTC | MCDONALDS CORP MCD · Entity 2849 | Disposition to issuerPhantom Stock · Derivative | 2,955.733 | $66.72 | $197,206.51 |
DisclosureSEC source: 0001140361-10-015010 · doc1.xml · derivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,483.405 Underlying: Common Stock · 2,955.733 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, 2010 Filed Apr 2, 2010 15:22 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 337.23 | $66.72 | $22,499.99 |
DisclosureSEC source: 0001140361-10-015010 · doc1.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,439.138 Underlying: Common Stock · 337.23 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 |
| February 10, 2010 Filed Feb 10, 2010 21:28 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $38.63 | $0.00 |
DisclosureSEC source: 0001140361-10-005375 · doc1.xml · derivative · entry 3 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2010-05-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options became exercisable in 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| February 10, 2010 Filed Feb 10, 2010 21:28 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 3,000 | $63.30 | $189,900.30 |
DisclosureSEC source: 0001140361-10-005375 · doc1.xml · nonDerivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 10, 2010 Filed Feb 10, 2010 21:28 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 3,000 | $38.63 | $115,875.00 |
DisclosureSEC source: 0001140361-10-005375 · doc1.xml · nonDerivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct 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 |
| December 31, 2009 Filed Jan 5, 2010 20:17 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,929.853 | $62.44 | $120,500.02 |
DisclosureSEC source: 0001140361-10-000493 · doc1.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,381.3 Underlying: Common Stock · 1,929.853 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, 2009 Filed Oct 1, 2009 20:42 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 569.476 | $57.07 | $32,500.00 |
DisclosureSEC source: 0001140361-09-022194 · doc1.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,708.873 Underlying: Common Stock · 569.476 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, 2009 Filed Jul 2, 2009 17:32 UTC | MCDONALDS CORP MCD · Entity 2849 | Disposition to issuerPhantom Stock · Derivative | 615.726 | $57.49 | $35,398.09 |
DisclosureSEC source: 0001140361-09-015748 · doc1.xml · derivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,390.123 Underlying: Common Stock · 615.726 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: Cash out of a specified portion of a phantom stock account pursuant to an 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 |
| June 30, 2009 Filed Jul 2, 2009 17:32 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 504.436 | $57.49 | $29,000.03 |
DisclosureSEC source: 0001140361-09-015748 · doc1.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,005.849 Underlying: Common Stock · 504.436 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, 2009 Filed Apr 2, 2009 19:51 UTC | MCDONALDS CORP MCD · Entity 2849 | Disposition to issuerPhantom Stock · Derivative | 471.403 | $54.57 | $25,724.46 |
DisclosureSEC source: 0001140361-09-008808 · doc1.xml · derivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,786.496 Underlying: Common Stock · 471.403 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: Cash out of a specified portion of a phantom stock account pursuant to an 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, 2009 Filed Apr 2, 2009 19:51 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 650.541 | $54.57 | $35,500.02 |
DisclosureSEC source: 0001140361-09-008808 · doc1.xml · derivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,257.899 Underlying: Common Stock · 650.541 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 16, 2009 Filed Mar 17, 2009 19:18 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $40.06 | $0.00 |
DisclosureSEC source: 0001140361-09-007272 · doc1.xml · derivative · entry 3 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2009-05-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options became exercisable in 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| March 16, 2009 Filed Mar 17, 2009 19:18 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,000 | $52.78 | $105,560.00 |
DisclosureSEC source: 0001140361-09-007272 · doc1.xml · nonDerivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 16, 2009 Filed Mar 17, 2009 19:18 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,000 | $40.06 | $80,125.00 |
DisclosureSEC source: 0001140361-09-007272 · doc1.xml · nonDerivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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, 2008 Filed Jan 5, 2009 21:13 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,937.611 | $62.19 | $120,500.03 |
DisclosureSEC source: 0001140361-09-000346 · doc1.xml · derivative · entry 4 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,825.529 Underlying: Common Stock · 1,937.611 shares Expires not disclosed F2 · 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"). F3 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4 · 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. F4 · 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. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 18, 2008 Filed Jan 5, 2009 21:13 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-000346 · doc1.xml · nonDerivative · entry 3 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction involved a gift of securities by the reporting person to a charitable foundation. Read SEC document |
| December 10, 2008 Filed Jan 5, 2009 21:13 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-000346 · doc1.xml · nonDerivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 F1 · kind: This transaction involved a gift of securities by the reporting person to a charitable foundation. Read SEC document |
| December 09, 2008 Filed Jan 5, 2009 21:13 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-000346 · doc1.xml · nonDerivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 F1 · kind: This transaction involved a gift of securities by the reporting person to a charitable foundation. Read SEC document |
| September 30, 2008 Filed Oct 2, 2008 16:10 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 526.742 | $61.70 | $32,499.98 |
DisclosureSEC source: 0001140361-08-022372 · doc1.xml · derivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,243.304 Underlying: Common Stock · 526.742 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, 2008 Filed Jul 2, 2008 19:43 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 489.15 | $56.22 | $27,500.01 |
DisclosureSEC source: 0001140361-08-016344 · doc1.xml · derivative · entry 3 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,265.874 Underlying: Common Stock · 489.15 shares Expires not disclosed F3 · derivative.exercise_price: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Each share of phantom stock is the economic equivalent of one share of common stock and is payable in cash, pursuant to the Plan. F3 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Each share of phantom stock is the economic equivalent of one share of common stock and is payable in cash, pursuant to the Plan. F2 · 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. F2 · 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. Read SEC document |
| June 30, 2008 Filed Jul 2, 2008 19:43 UTC | MCDONALDS CORP MCD · Entity 2849 | Disposition to issuerPhantom Stock · Derivative | 596.125 | $56.22 | $33,514.15 |
DisclosureSEC source: 0001140361-08-016344 · doc1.xml · derivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,776.724 Underlying: Common Stock · 596.125 shares Expires 2008-06-30 F1 · derivative.exercise_price: Cash out of a specified portion of a phantom stock account pursuant to an election made under the Company's Directors' Deferred Compensation Plan (the "Plan"). Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash, pursuant to the Plan. F2 · 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. F2 · 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. Read SEC document |
| April 23, 2008 Filed Apr 25, 2008 13:47 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 666 | $0.00 Strike: $32.97 | $0.00 |
DisclosureSEC source: 0001140361-08-010252 · 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 · 666 shares Expires 2008-05-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options became exercisable in 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| April 23, 2008 Filed Apr 25, 2008 13:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 200 | $58.25 | $11,650.00 |
DisclosureSEC source: 0001140361-08-010252 · doc1.xml · nonDerivative · entry 3 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 Read SEC document |
| April 23, 2008 Filed Apr 25, 2008 13:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 466 | $58.24 | $27,139.84 |
DisclosureSEC source: 0001140361-08-010252 · doc1.xml · nonDerivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,200 Read SEC document |
| April 23, 2008 Filed Apr 25, 2008 13:47 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 666 | $32.97 | $21,957.02 |
DisclosureSEC source: 0001140361-08-010252 · doc1.xml · nonDerivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,666 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, 2008 Filed Apr 2, 2008 18:56 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 672 | $55.77 | $37,477.44 |
DisclosureSEC source: 0001140361-08-008584 · doc1.xml · derivative · entry 3 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 672 Underlying: Common Stock · 672 shares Expires not disclosed F3 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan in transaction exempt under Rule 16b-3(d)(1). The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan in transaction exempt under Rule 16b-3(d)(1). The phantom stock converts to common stock on a one-for-one basis. F2 · 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. F2 · 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. Read SEC document |
| March 31, 2008 Filed Apr 2, 2008 18:56 UTC | MCDONALDS CORP MCD · Entity 2849 | Disposition to issuerPhantom Stock · Derivative | 457.378 | $55.77 | $25,507.97 |
DisclosureSEC source: 0001140361-08-008584 · doc1.xml · derivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 457.378 shares Expires 2008-03-31 F1 · derivative.exercise_price: Cash out of a specified portion of a phantom stock account pursuant to an election made under the Company's Directors' Deferred Compensation Plan. The phantom stock converts to common stock on a one-for-one basis. The reporting person received cash in this exempt transaction. F2 · 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. F2 · 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. Read SEC document |
| March 17, 2008 Filed Mar 19, 2008 18:18 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 526 | $54.28 | $28,551.28 |
DisclosureSEC source: 0001140361-08-007240 · doc1.xml · derivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 526 Underlying: Common Stock · 526 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the erler 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 erler of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. Read SEC document |
| December 31, 2007 Filed Jan 3, 2008 18:18 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 2,079 | $58.91 | $122,473.89 |
DisclosureSEC source: 0001140361-08-000241 · doc1.xml · derivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,079 Underlying: Common Stock · 2,079 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. 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. Read SEC document |
| December 03, 2007 Filed Dec 5, 2007 21:22 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,811 | $59.83 | $108,352.13 |
DisclosureSEC source: 0001140361-07-023554 · doc1.xml · derivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,811 Underlying: Common Stock · 1,811 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. 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. Read SEC document |
| September 28, 2007 Filed Oct 2, 2007 15:13 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 633 | $54.47 | $34,479.51 |
DisclosureSEC source: 0001140361-07-019015 · doc1.xml · derivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 633 Underlying: Common Stock · 633 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. 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. Read SEC document |
| June 29, 2007 Filed Jul 3, 2007 16:29 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 640 | $50.76 | $32,486.40 |
DisclosureSEC source: 0001140361-07-013399 · doc1.xml · derivative · entry 3 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640 Underlying: Common Stock · 640 shares Expires not disclosed F3 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan in transaction exempt under Rule 16b-3(d)(1). The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan in transaction exempt under Rule 16b-3(d)(1). The phantom stock converts to common stock on a one-for-one basis. F2 · 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. F2 · 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. Read SEC document |
| June 29, 2007 Filed Jul 3, 2007 16:29 UTC | MCDONALDS CORP MCD · Entity 2849 | Disposition to issuerPhantom Stock · Derivative | 573.781 | $50.76 | $29,125.12 |
DisclosureSEC source: 0001140361-07-013399 · doc1.xml · derivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 573.781 shares Expires 2007-06-29 F1 · derivative.exercise_price: Cash out of a specified portion of a phantom stock account pursuant to an election made under the Company's Directors' Deferred Compensation Plan (formerly, the Directors' Stock Plan). The phantom stock converts to common stock on a one-for-one basis. The reporting person received cash in this exempt transaction. F2 · 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. F2 · 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. Read SEC document |
| March 30, 2007 Filed Apr 3, 2007 21:00 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 855 | $45.05 | $38,517.75 |
DisclosureSEC source: 0001140361-07-007051 · doc1.xml · derivative · entry 3 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 855 Underlying: Common Stock · 855 shares Expires not disclosed F3 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan in transaction exempt under Rule 16b-3(d)(1). The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acquisition of phantom stock pursuant to Directors' Deferred Compensation Plan in transaction exempt under Rule 16b-3(d)(1). The phantom stock converts to common stock on a one-for-one basis. F2 · 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. F2 · 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. Read SEC document |
| March 30, 2007 Filed Apr 3, 2007 21:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Disposition to issuerPhantom Stock · Derivative | 443.129 | $45.05 | $19,962.96 |
DisclosureSEC source: 0001140361-07-007051 · doc1.xml · derivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 443.129 shares Expires 2007-03-30 F1 · derivative.exercise_price: Cash out of a specified portion of a phantom stock account pursuant to an election made under the Company's Directors' Deferred Compensation Plan (formerly, the Directors' Stock Plan). The phantom stock converts to common stock on a one-for-one basis. The reporting person received cash in this exempt transaction. F2 · 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. F2 · 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. Read SEC document |
| March 15, 2007 Filed Mar 16, 2007 14:34 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,000 | $25.44 Strike: $25.44 | $50,875.00 |
DisclosureSEC source: 0001140361-07-005851 · doc1.xml · derivative · entry 3 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2007-05-22 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. F1 · derivative.exercise_date: Options became exercisable in 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| March 15, 2007 Filed Mar 16, 2007 14:34 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,000 | $43.57 | $87,140.00 |
DisclosureSEC source: 0001140361-07-005851 · doc1.xml · nonDerivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 Read SEC document |
| March 15, 2007 Filed Mar 16, 2007 14:34 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,000 | $25.44 | $50,875.00 |
DisclosureSEC source: 0001140361-07-005851 · doc1.xml · nonDerivative · entry 1 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 29, 2006 Filed Jan 3, 2007 14:42 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,850 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-07-000074 · doc1.xml · derivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,850 Underlying: Common Stock · 1,850 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquistion of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. 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. Read SEC document |
| December 01, 2006 Filed Dec 5, 2006 19:09 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,608 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-017505 · doc1.xml · derivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,608 Underlying: Common Stock · 1,608 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquistion of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. 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. Read SEC document |
| September 29, 2006 Filed Oct 3, 2006 19:24 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 716 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-014021 · doc1.xml · derivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 716 Underlying: Common Stock · 716 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquistion of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. 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. Read SEC document |
| June 30, 2006 Filed Jul 5, 2006 20:01 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 625 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-009924 · doc1.xml · derivative · entry 3 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 625 Underlying: Common Stock · 625 shares Expires not disclosed F3 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). The phantom stock converts to common stock on a one-for-one basis. F3 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). The phantom stock converts to common stock on a one-for-one basis. F2 · 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. F2 · 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. Read SEC document |
| June 30, 2006 Filed Jul 5, 2006 20:01 UTC | MCDONALDS CORP MCD · Entity 2849 | Disposition to issuerPhantom Stock · Derivative | 560.462 | $33.60 | $18,831.52 |
DisclosureSEC source: 0001140361-06-009924 · doc1.xml · derivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 560.462 shares Expires 2006-06-30 F1 · derivative.exercise_price: Cash out of a specified portion of a phantom stock account pursuant to an election made under the Company's Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. The reporting person received cash in this exempt transaction. F2 · 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. F2 · 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. Read SEC document |
| March 31, 2006 Filed Apr 4, 2006 20:11 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 728 | $34.36 | $25,014.08 |
DisclosureSEC source: 0001140361-06-005239 · doc1.xml · derivative · entry 3 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 728 Underlying: Common Stock · 728 shares Expires not disclosed F3 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). The phantom stock converts to common stock on a one-for-one basis. F3 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). The phantom stock converts to common stock on a one-for-one basis. F2 · 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. F2 · 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. Read SEC document |
| March 31, 2006 Filed Apr 4, 2006 20:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Disposition to issuerPhantom Stock · Derivative | 432.843 | $34.36 | $14,872.49 |
DisclosureSEC source: 0001140361-06-005239 · doc1.xml · derivative · entry 2 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 432.843 shares Expires 2006-03-31 F1 · derivative.exercise_price: Cash out of a specified portion of a phantom stock account pursuant to an election made under the Company's Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. The reporting person received cash in this exempt transaction. F2 · 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. F2 · 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. Read SEC document |
| March 15, 2006 Filed Mar 16, 2006 19:33 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,000 | $24.56 Strike: $24.56 | $49,125.00 |
DisclosureSEC source: 0001140361-06-003983 · doc1.xml · derivative · entry 3 STONE ROGER W · CIK 0001012346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2006-05-23 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. F1 · 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.