Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | Corp Exec VP Chf Restr Officer | February 17, 2015 | February 19, 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 February 17, 2015 · Filed February 19, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | IndirectNon-Qualified Benefit Plan | 0 |
Reported balance
After 2015-02-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2015-02-17 · Other · Disposed 14,308.16 · Balance 0 F1: Each share of phantom stock represents the right to receive the cash value of one share of McDonald's Corporation common stock. F2: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. |
| Common StockSEC Table I · non-derivative | Direct | 537 |
Reported balance
Holding disclosure · report date 2015-02-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 537 |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock represents the right to receive the cash value of one share of McDonald's Corporation common stock.
F2: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PANERA BREAD CO
Report date July 18, 2017 · Filed July 18, 2017
Section 16 reporting ended · disclosed 2017-07-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-07-18 transaction · row 1
1 source rowRow 1 · 2017-07-18 · Disposition to issuer · Disposed 4,562 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of April 4, 2017, by and among Panera Bread Company, Rye Parent Corp., Rye Merger Sub, Inc. and JAB Holdings B.V. (the "Merger Agreement") in exchange for $315 per share in cash, without interest, less any applicable withholding taxes (the "Merger Consideration"). |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $186.14 · Expires 2021-05-20 | Direct | 0 |
Reported balance
After 2017-07-18 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-07-18 · Disposition to issuer · Disposed 2,625 · Balance 0 F2: Pursuant to the Merger Agreeement, each outstanding stock appreciation right, whether vested or unvested, was cancelled in exchange for a cash payment equal to the product of (i) the excess, if any, of (x) the Merger Consideration over (y) the exercise price per share of such stock appreciation right, and (ii) the number of shares underlying such stock appreciation right. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $186.14 · Expires 2021-05-20 | Direct | 0 |
Reported balance
After 2017-07-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-07-18 · Disposition to issuer · Disposed 4,700 · Balance 0 F2: Pursuant to the Merger Agreeement, each outstanding stock appreciation right, whether vested or unvested, was cancelled in exchange for a cash payment equal to the product of (i) the excess, if any, of (x) the Merger Consideration over (y) the exercise price per share of such stock appreciation right, and (ii) the number of shares underlying such stock appreciation right. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $202.52 · Expires 2021-08-05 | Direct | 0 |
Reported balance
After 2017-07-18 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-07-18 · Disposition to issuer · Disposed 1,542 · Balance 0 F2: Pursuant to the Merger Agreeement, each outstanding stock appreciation right, whether vested or unvested, was cancelled in exchange for a cash payment equal to the product of (i) the excess, if any, of (x) the Merger Consideration over (y) the exercise price per share of such stock appreciation right, and (ii) the number of shares underlying such stock appreciation right. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of April 4, 2017, by and among Panera Bread Company, Rye Parent Corp., Rye Merger Sub, Inc. and JAB Holdings B.V. (the "Merger Agreement") in exchange for $315 per share in cash, without interest, less any applicable withholding taxes (the "Merger Consideration").
F2: Pursuant to the Merger Agreeement, each outstanding stock appreciation right, whether vested or unvested, was cancelled in exchange for a cash payment equal to the product of (i) the excess, if any, of (x) the Merger Consideration over (y) the exercise price per share of such stock appreciation right, and (ii) the number of shares underlying such stock appreciation right.
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 |
|---|---|---|---|---|---|---|
| July 18, 2017 Filed Jul 18, 2017 17:29 UTC | PANERA BREAD CO PNRA · Entity 174378 | Disposition to issuerStock Appreciation Right · Derivative | 1,542 | Not disclosed Strike: $202.52 | Not disclosed |
DisclosureSEC source: 0001209191-17-045544 · doc4.xml · derivative · entry 4 KOZIOL KENNETH M · CIK 0001568398 · EVP, Sourcing, Dist. & Mfg. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,542 shares Expires 2021-08-05 F2 · price: Pursuant to the Merger Agreeement, each outstanding stock appreciation right, whether vested or unvested, was cancelled in exchange for a cash payment equal to the product of (i) the excess, if any, of (x) the Merger Consideration over (y) the exercise price per share of such stock appreciation right, and (ii) the number of shares underlying such stock appreciation right. F2 · derivative.exercise_date: Pursuant to the Merger Agreeement, each outstanding stock appreciation right, whether vested or unvested, was cancelled in exchange for a cash payment equal to the product of (i) the excess, if any, of (x) the Merger Consideration over (y) the exercise price per share of such stock appreciation right, and (ii) the number of shares underlying such stock appreciation right. Read SEC document |
| July 18, 2017 Filed Jul 18, 2017 17:29 UTC | PANERA BREAD CO PNRA · Entity 174378 | Disposition to issuerStock Appreciation Right · Derivative | 4,700 | Not disclosed Strike: $186.14 | Not disclosed |
DisclosureSEC source: 0001209191-17-045544 · doc4.xml · derivative · entry 3 KOZIOL KENNETH M · CIK 0001568398 · EVP, Sourcing, Dist. & Mfg. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,700 shares Expires 2021-05-20 F2 · price: Pursuant to the Merger Agreeement, each outstanding stock appreciation right, whether vested or unvested, was cancelled in exchange for a cash payment equal to the product of (i) the excess, if any, of (x) the Merger Consideration over (y) the exercise price per share of such stock appreciation right, and (ii) the number of shares underlying such stock appreciation right. F2 · derivative.exercise_date: Pursuant to the Merger Agreeement, each outstanding stock appreciation right, whether vested or unvested, was cancelled in exchange for a cash payment equal to the product of (i) the excess, if any, of (x) the Merger Consideration over (y) the exercise price per share of such stock appreciation right, and (ii) the number of shares underlying such stock appreciation right. Read SEC document |
| July 18, 2017 Filed Jul 18, 2017 17:29 UTC | PANERA BREAD CO PNRA · Entity 174378 | Disposition to issuerStock Appreciation Right · Derivative | 2,625 | Not disclosed Strike: $186.14 | Not disclosed |
DisclosureSEC source: 0001209191-17-045544 · doc4.xml · derivative · entry 2 KOZIOL KENNETH M · CIK 0001568398 · EVP, Sourcing, Dist. & Mfg. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,625 shares Expires 2021-05-20 F2 · price: Pursuant to the Merger Agreeement, each outstanding stock appreciation right, whether vested or unvested, was cancelled in exchange for a cash payment equal to the product of (i) the excess, if any, of (x) the Merger Consideration over (y) the exercise price per share of such stock appreciation right, and (ii) the number of shares underlying such stock appreciation right. F2 · derivative.exercise_date: Pursuant to the Merger Agreeement, each outstanding stock appreciation right, whether vested or unvested, was cancelled in exchange for a cash payment equal to the product of (i) the excess, if any, of (x) the Merger Consideration over (y) the exercise price per share of such stock appreciation right, and (ii) the number of shares underlying such stock appreciation right. Read SEC document |
| July 18, 2017 Filed Jul 18, 2017 17:29 UTC | PANERA BREAD CO PNRA · Entity 174378 | Disposition to issuerClass A Common Stock | 4,562 | $315.00 | $1,437,030.00 |
DisclosureSEC source: 0001209191-17-045544 · doc4.xml · nonDerivative · entry 1 KOZIOL KENNETH M · CIK 0001568398 · EVP, Sourcing, Dist. & Mfg. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Disposed of pursuant to the Agreement and Plan of Merger, dated as of April 4, 2017, by and among Panera Bread Company, Rye Parent Corp., Rye Merger Sub, Inc. and JAB Holdings B.V. (the "Merger Agreement") in exchange for $315 per share in cash, without interest, less any applicable withholding taxes (the "Merger Consideration"). Read SEC document |
| May 19, 2017 Filed May 23, 2017 16:37 UTC | PANERA BREAD CO PNRA · Entity 174378 | Tax withholdingClass A Common Stock | 176 | $313.05 | $55,096.80 |
DisclosureSEC source: 0001209191-17-034642 · doc4.xml · nonDerivative · entry 1 KOZIOL KENNETH M · CIK 0001568398 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,562 Read SEC document |
| February 17, 2015 Filed Feb 19, 2015 16:56 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherPhantom Stock · Derivative | 14,308.16 | $94.35 | $1,349,974.90 |
DisclosureSEC source: 0001123292-15-000408 · edgar.xml · derivative · entry 2 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Benefit Plan Disclosed balance after: 0 Underlying: Common Stock · 14,308.16 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of McDonald's Corporation common stock. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. Read SEC document |
| February 08, 2015 Filed Feb 10, 2015 21:47 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-15-005164 · doc1.xml · derivative · entry 3 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 975 shares Expires 2015-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| February 08, 2015 Filed Feb 10, 2015 21:47 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 446 | $93.99 | $41,919.54 |
DisclosureSEC source: 0001140361-15-005164 · doc1.xml · nonDerivative · entry 2 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537 Read SEC document |
| February 08, 2015 Filed Feb 10, 2015 21:47 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-15-005164 · doc1.xml · nonDerivative · entry 1 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 983 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 |
| January 29, 2015 Filed Feb 2, 2015 20:27 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 11,542 | $0.00 Strike: $36.37 | $0.00 |
DisclosureSEC source: 0001140361-15-003502 · doc1.xml · derivative · entry 3 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,542 shares Expires 2016-02-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| January 29, 2015 Filed Feb 2, 2015 20:27 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 11,542 | $93.29 | $1,076,753.18 |
DisclosureSEC source: 0001140361-15-003502 · doc1.xml · nonDerivative · entry 2 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8 F1 · price: This transaction was executed in multiple trades ranging from $93.28 and $93.3 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 |
| January 29, 2015 Filed Feb 2, 2015 20:27 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 11,542 | $36.37 | $419,782.54 |
DisclosureSEC source: 0001140361-15-003502 · doc1.xml · nonDerivative · entry 1 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,550 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 13, 2014 Filed Jun 16, 2014 19:07 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 14,812 | $0.00 Strike: $32.60 | $0.00 |
DisclosureSEC source: 0001140361-14-025755 · doc1.xml · derivative · entry 3 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,812 shares Expires 2015-02-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| June 13, 2014 Filed Jun 16, 2014 19:07 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 14,812 | $100.43 | $1,487,532.13 |
DisclosureSEC source: 0001140361-14-025755 · doc1.xml · nonDerivative · entry 2 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8 F1 · price: This transaction was executed in multiple trades ranging from $100.42 and $100.46 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 |
| June 13, 2014 Filed Jun 16, 2014 19:07 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 14,812 | $32.60 | $482,871.20 |
DisclosureSEC source: 0001140361-14-025755 · doc1.xml · nonDerivative · entry 1 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,820 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 |
| April 23, 2014 Filed Apr 25, 2014 21:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 905 | $99.48 | $90,029.49 |
DisclosureSEC source: 0001140361-14-017585 · doc1.xml · nonDerivative · entry 1 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8 Read SEC document |
| February 12, 2014 Filed Feb 14, 2014 20:40 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 3,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-007800 · doc1.xml · derivative · entry 3 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,426 Underlying: Common Stock · 3,426 shares Expires 2017-02-12 F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a right to acquire one share of McDonald's Corporation common stock. Upon vesting, payout under the RSUs will be in the form of shares or, at the discretion of the Compensation Committee of the Board of Directors, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. F3 · derivative.exercise_date: Subject to performance vesting condition based on diluted earnings per share growth. Read SEC document |
| February 12, 2014 Filed Feb 14, 2014 20:40 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 17,124 | $0.00 Strike: $94.89 | $0.00 |
DisclosureSEC source: 0001140361-14-007800 · doc1.xml · derivative · entry 2 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,124 Underlying: Common Stock · 17,124 shares Expires 2024-02-12 F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| February 09, 2014 Filed Feb 11, 2014 21:29 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-005912 · doc1.xml · derivative · entry 3 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,383 shares Expires 2014-02-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| February 09, 2014 Filed Feb 11, 2014 21:29 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 478 | $95.92 | $45,849.76 |
DisclosureSEC source: 0001140361-14-005912 · doc1.xml · nonDerivative · entry 2 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 913 Read SEC document |
| February 09, 2014 Filed Feb 11, 2014 21:29 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-005912 · doc1.xml · nonDerivative · entry 1 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,391 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 |
| April 24, 2013 Filed Apr 26, 2013 17:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $26.63 | $0.00 |
DisclosureSEC source: 0001140361-13-017542 · doc1.xml · derivative · entry 3 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,500 shares Expires 2014-02-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| April 24, 2013 Filed Apr 26, 2013 17:05 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 12,500 | $101.00 | $1,262,500.00 |
DisclosureSEC source: 0001140361-13-017542 · doc1.xml · nonDerivative · entry 2 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8 Read SEC document |
| April 24, 2013 Filed Apr 26, 2013 17:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 12,500 | $26.63 | $332,875.00 |
DisclosureSEC source: 0001140361-13-017542 · doc1.xml · nonDerivative · entry 1 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,508 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 |
| April 22, 2013 Filed Apr 24, 2013 16:36 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $25.31 | $0.00 |
DisclosureSEC source: 0001140361-13-017261 · doc1.xml · derivative · entry 3 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,500 shares Expires 2014-05-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| April 22, 2013 Filed Apr 24, 2013 16:36 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 13,593 | $99.45 | $1,351,823.85 |
DisclosureSEC source: 0001140361-13-017261 · doc1.xml · nonDerivative · entry 2 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8 Read SEC document |
| April 22, 2013 Filed Apr 24, 2013 16:36 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 12,500 | $25.31 | $316,375.00 |
DisclosureSEC source: 0001140361-13-017261 · doc1.xml · nonDerivative · entry 1 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,601 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 13, 2013 Filed Feb 15, 2013 20:51 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 3,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-007758 · doc1.xml · derivative · entry 4 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,298 Underlying: Common Stock · 3,298 shares Expires 2016-02-13 F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a right to acquire one share of McDonald's Corporation common stock. Upon vesting, payout under the RSUs will be in the form of shares or, at the discretion of the Compensation Committee of the Board of Directors, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. F4 · derivative.exercise_date: Subject to performance vesting condition based on operating income growth, return on incremental invested capital and total shareholder return, 50% of the award will vest upon the date shown and the remaining 50% of the award is eligible to vest upon the reporting person's separation from the Company. Read SEC document |
| February 13, 2013 Filed Feb 15, 2013 20:51 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 3,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-007758 · doc1.xml · derivative · entry 3 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,192 Underlying: Common Stock · 3,192 shares Expires 2016-02-13 F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a right to acquire one share of McDonald's Corporation common stock. Upon vesting, payout under the RSUs will be in the form of shares or, at the discretion of the Compensation Committee of the Board of Directors, the cash value thereof. No dividend, voting or other shareholder rights attach to the RSUs until they vest and only if the payout upon vesting is in shares of common stock. F3 · derivative.exercise_date: Subject to performance vesting condition based on diluted earnings per share growth. Read SEC document |
| February 13, 2013 Filed Feb 15, 2013 20:51 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 15,958 | $0.00 Strike: $94.00 | $0.00 |
DisclosureSEC source: 0001140361-13-007758 · doc1.xml · derivative · entry 2 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,958 Underlying: Common Stock · 15,958 shares Expires 2023-02-13 F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| February 10, 2013 Filed Feb 12, 2013 19:58 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-006007 · doc1.xml · derivative · entry 3 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,661 shares Expires 2013-02-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. Read SEC document |
| February 10, 2013 Filed Feb 12, 2013 19:58 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 568 | $94.87 | $53,886.16 |
DisclosureSEC source: 0001140361-13-006007 · doc1.xml · nonDerivative · entry 2 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,101 Read SEC document |
| February 10, 2013 Filed Feb 12, 2013 19:58 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-006007 · doc1.xml · nonDerivative · entry 1 KOZIOL KENNETH M · CIK 0001568398 · Corp Exec VP Chf Restr Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,669 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.