Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | President, McDonald's USA | September 12, 2014 | September 16, 2014 |
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 September 12, 2014 · Filed September 16, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2014-09-12 transaction · row 6
5 source rows · reconciled sequenceRow 1 · 2014-04-23 · Gift · Disposed 255 · Balance 7,140 Row 2 · 2014-04-23 · Gift · Disposed 4 · Balance 7,136 Row 3 · 2014-09-12 · Sale · Disposed 7,136 · Balance 0 F1: This transaction was executed in multiple trades at prices ranging from $93.81 to $93.835 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, issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Row 5 · 2014-09-12 · Exercise / conversion · Acquired 23,173 · Balance 23,173 Row 6 · 2014-09-12 · Sale · Disposed 23,173 · Balance 0 F2: This transaction was executed in multiple trades at prices ranging from $92.95 to $93.01 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Wife | 0 |
Reported balance
After 2014-09-12 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2014-09-12 · Sale · Disposed 425 · Balance 0 |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $56.64 · Expires 2018-02-13 | Direct | 0 |
Reported balance
After 2014-09-12 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2014-09-12 · Exercise / conversion · Disposed 23,173 · Balance 0 F3: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. |
| Phantom StockSEC Table II · derivative / convertible security | IndirectNon-Qualified Benefit Plan | 18,536.04 |
Reported balance
Holding disclosure · report date 2014-09-12 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 18,536.04 F4: Each share of phantom stock represents a right to receive the cash value of one share of McDonald's Corporation common stock. F5: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $93.81 to $93.835 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, issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price.
F2: This transaction was executed in multiple trades at prices ranging from $92.95 to $93.01 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.
F3: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant.
F4: Each share of phantom stock represents a right to receive the cash value of one share of McDonald's Corporation common stock.
F5: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 30, 2006 Filed Oct 31, 2006 16:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 6,750 | $29.43 | $198,652.50 |
DisclosureSEC source: 0001140361-06-015125 · doc1.xml · nonDerivative · entry 4 Stratton Jeffrey P · CIK 0001377482 · Corp Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,967 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 30, 2006 Filed Oct 31, 2006 16:11 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 800 | $41.83 | $33,464.00 |
DisclosureSEC source: 0001140361-06-015125 · doc1.xml · nonDerivative · entry 3 Stratton Jeffrey P · CIK 0001377482 · Corp Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217 Read SEC document |
| October 30, 2006 Filed Oct 31, 2006 16:11 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 8,200 | $41.80 | $342,760.00 |
DisclosureSEC source: 0001140361-06-015125 · doc1.xml · nonDerivative · entry 2 Stratton Jeffrey P · CIK 0001377482 · Corp Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,017 Read SEC document |
| October 30, 2006 Filed Oct 31, 2006 16:11 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 9,000 | $28.75 | $258,750.00 |
DisclosureSEC source: 0001140361-06-015125 · doc1.xml · nonDerivative · entry 1 Stratton Jeffrey P · CIK 0001377482 · Corp Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,217 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.