Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | Chief Operating Officer | May 09, 2014 | May 13, 2014 |
| Welbilt, Inc.MFS · Entity 125055 | Director | February 16, 2017 | February 21, 2017 |
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 May 09, 2014 · Filed May 13, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Reported balance
After 2014-05-09 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2014-05-09 · Sale · Disposed 9,938 · Balance 0 F1: Includes 3,140 shares transferred by reporting person from direct ownership to a trust. F2: This transaction was executed in multiple trades ranging from $102.3061 to $102.39 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 rthe shares sold at each separate price. |
| Common StockSEC Table I · non-derivative | Direct | 27,421 |
Reported balance
Holding disclosure · report date 2014-05-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 27,421 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 3,140 shares transferred by reporting person from direct ownership to a trust.
F2: This transaction was executed in multiple trades ranging from $102.3061 to $102.39 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 rthe shares sold at each separate price.
Welbilt, Inc.
Report date February 16, 2017 · Filed February 21, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,895 |
Reported balance
After 2017-02-16 transaction · row 1
1 source rowRow 1 · 2017-02-16 · Grant · Acquired 5,753 · Balance 13,895 F1: Grant of restricted stock units (RSUs) vest 100% on 02/16/2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units (RSUs) vest 100% on 02/16/2019.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 16, 2017 Filed Feb 21, 2017 16:49 UTC | Welbilt, Inc. MFS · Entity 125055 | GrantCommon Stock | 5,753 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-000873 · form.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,895 F1 · shares: Grant of restricted stock units (RSUs) vest 100% on 02/16/2019. Read SEC document |
| May 09, 2014 Filed May 13, 2014 19:04 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 9,938 | $102.36 | $1,017,296.41 |
DisclosureSEC source: 0001140361-14-020446 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · shares: Includes 3,140 shares transferred by reporting person from direct ownership to a trust. F2 · price: This transaction was executed in multiple trades ranging from $102.3061 to $102.39 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 rthe shares sold at each separate price. Read SEC document |
| February 18, 2014 Filed Feb 20, 2014 16:18 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherPhantom Stock · Derivative | 4,764.8716 | $96.02 | $457,522.97 |
DisclosureSEC source: 0001140361-14-008735 · doc1.xml · derivative · entry 5 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Benefit Plan Disclosed balance after: 0 Underlying: Common Stock · 4,764.8716 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock represents the right to receive the vcash value of one share of McDonald's Corporation common stock. F4 · derivative.exercise_date: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. F4 · 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 18, 2014 Filed Feb 20, 2014 16:18 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Rights to Buy) · Derivative | 24,492 | $0.00 Strike: $56.64 | $0.00 |
DisclosureSEC source: 0001140361-14-008735 · doc1.xml · derivative · entry 4 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,492 shares Expires 2018-02-13 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 |
| February 18, 2014 Filed Feb 20, 2014 16:18 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 24,492 | $96.00 | $2,351,249.14 |
DisclosureSEC source: 0001140361-14-008735 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,561 F1 · price: This transaction was executed in multiple trades ranging from $96 to $96.025 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 rthe shares sold at each separate price. Read SEC document |
| February 18, 2014 Filed Feb 20, 2014 16:18 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 24,492 | $56.64 | $1,387,226.88 |
DisclosureSEC source: 0001140361-14-008735 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,053 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 12, 2014 Filed Feb 14, 2014 20:22 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 12,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-007753 · doc1.xml · derivative · entry 4 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,120 Underlying: Common Stock · 12,120 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: Contain performance vesting condition based on diluted earnings per share growth during the performance period. Read SEC document |
| February 12, 2014 Filed Feb 14, 2014 20:22 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 60,591 | $0.00 Strike: $94.89 | $0.00 |
DisclosureSEC source: 0001140361-14-007753 · doc1.xml · derivative · entry 3 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,591 Underlying: Common Stock · 60,591 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 21:03 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 5,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-005872 · doc1.xml · derivative · entry 6 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,927 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. F3 · derivative.exercise_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. F4 · derivative.exercise_date: Vesting of these restricted stock units was contingent upon the Company's achievement of required performance measures. Read SEC document |
| February 09, 2014 Filed Feb 11, 2014 21:03 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 2,787 | $95.92 | $267,329.04 |
DisclosureSEC source: 0001140361-14-005872 · doc1.xml · nonDerivative · entry 4 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,561 Read SEC document |
| February 09, 2014 Filed Feb 11, 2014 21:03 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 5,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-005872 · doc1.xml · nonDerivative · entry 3 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,348 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 11, 2013 Filed Feb 11, 2014 21:03 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-005872 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,421 F2 · kind: Gift of shares to reporting person's son. Read SEC document |
| December 10, 2013 Filed Feb 11, 2014 21:03 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 580 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-14-005872 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,711 F1 · kind: Gifts of shares to two of the reporting person's sons. Read SEC document |
| November 15, 2013 Filed Nov 19, 2013 20:59 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherPhantom Stock · Derivative | 5,158.894 | $96.92 | $500,000.01 |
DisclosureSEC source: 0001140361-13-043494 · doc1.xml · derivative · entry 3 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Benefit Plan Disclosed balance after: 15,766.966 Underlying: Common Stock · 5,158.894 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the vcash 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 |
| September 13, 2013 Filed Sep 17, 2013 20:35 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $56.64 | $0.00 |
DisclosureSEC source: 0001140361-13-036167 · doc1.xml · derivative · entry 4 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2018-02-13 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 |
| September 13, 2013 Filed Sep 17, 2013 20:35 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 20,000 | $97.23 | $1,944,600.00 |
DisclosureSEC source: 0001140361-13-036167 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,291 F1 · price: This transaction was executed in multiple trades ranging from $97.16 to $97.35 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 |
| September 13, 2013 Filed Sep 17, 2013 20:35 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 20,000 | $56.64 | $1,132,800.00 |
DisclosureSEC source: 0001140361-13-036167 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,291 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 17:03 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 3,518 | $101.07 | $355,581.50 |
DisclosureSEC source: 0001140361-13-017541 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,291 Read SEC document |
| March 12, 2013 Filed Mar 14, 2013 16:49 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 4,000 | $98.71 | $394,850.00 |
DisclosureSEC source: 0001140361-13-012421 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,809 F1 · price: This transaction was executed in multiple trades at prices ranging from $98.711 to $98.713 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 |
| February 13, 2013 Filed Feb 15, 2013 20:46 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 10,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-007751 · doc1.xml · derivative · entry 5 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,639 Underlying: Common Stock · 10,639 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 20:46 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 10,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-007751 · doc1.xml · derivative · entry 4 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,639 Underlying: Common Stock · 10,639 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 20:46 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 53,192 | $0.00 Strike: $94.00 | $0.00 |
DisclosureSEC source: 0001140361-13-007751 · doc1.xml · derivative · entry 3 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,192 Underlying: Common Stock · 53,192 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 19:49 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 6,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-006001 · doc1.xml · derivative · entry 5 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,641 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. F2 · derivative.exercise_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. F3 · derivative.exercise_date: Vesting of these restricted stock units was contingent upon the Company's achievement of required performance measures. Read SEC document |
| February 10, 2013 Filed Feb 12, 2013 19:49 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 3,123 | $94.87 | $296,279.01 |
DisclosureSEC source: 0001140361-13-006001 · doc1.xml · nonDerivative · entry 3 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,809 Read SEC document |
| February 10, 2013 Filed Feb 12, 2013 19:49 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 6,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-006001 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,932 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 12, 2012 Filed Feb 12, 2013 19:49 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 855 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-006001 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,291 F1 · kind: Gifts of shares to each of the reporting person's three sons. Read SEC document |
| November 01, 2012 Filed Nov 2, 2012 20:30 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 28,315 | $0.00 Strike: $45.02 | $0.00 |
DisclosureSEC source: 0001140361-12-045438 · doc1.xml · derivative · entry 4 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,315 shares Expires 2017-02-14 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. F4 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| November 01, 2012 Filed Nov 2, 2012 20:30 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 28,315 | $86.61 | $2,452,475.41 |
DisclosureSEC source: 0001140361-12-045438 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,146 F2 · price: This transaction was executed in multiple trades at prices ranging from $86.60 to $86.64 per share. The price reported represents the weighted average sales price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| November 01, 2012 Filed Nov 2, 2012 20:30 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 28,315 | $45.02 | $1,274,741.30 |
DisclosureSEC source: 0001140361-12-045438 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,461 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 · balance_after: Excludes 4,000 shares previously owned directly which were contributed to a trust. Read SEC document |
| February 11, 2012 Filed Feb 14, 2012 20:36 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 6,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-008056 · doc1.xml · derivative · entry 6 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,833 shares Expires 2012-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. F2 · derivative.exercise_date: Vesting of these restricted stock units was contingent upon the Company's achievement of required performance measures. Read SEC document |
| February 11, 2012 Filed Feb 14, 2012 20:36 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 2,833 | $99.47 | $281,798.51 |
DisclosureSEC source: 0001140361-12-008056 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,146 Read SEC document |
| February 11, 2012 Filed Feb 14, 2012 20:36 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 6,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-008056 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,979 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 08, 2012 Filed Feb 10, 2012 19:36 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 4,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-006853 · doc1.xml · derivative · entry 6 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,498 Underlying: Common Stock · 4,498 shares Expires 2015-02-08 F4 · 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. F5 · derivative.exercise_date: Contain performance vesting condition based on diluted earnings per share growth during the performance period. Read SEC document |
| February 08, 2012 Filed Feb 10, 2012 19:36 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 52,474 | $0.00 Strike: $100.05 | $0.00 |
DisclosureSEC source: 0001140361-12-006853 · doc1.xml · derivative · entry 5 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,474 Underlying: Common Stock · 52,474 shares Expires 2022-02-08 F3 · 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 13, 2011 Filed Feb 15, 2011 20:32 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 6,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-009849 · doc1.xml · derivative · entry 6 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,356 shares Expires 2011-02-13 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_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. F3 · derivative.exercise_date: Vesting of these restricted stock units was contingent upon the Company's achievement of required performance measures. Read SEC document |
| February 13, 2011 Filed Feb 15, 2011 20:32 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 1,999 | $76.14 | $152,203.86 |
DisclosureSEC source: 0001140361-11-009849 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,503 Read SEC document |
| February 13, 2011 Filed Feb 15, 2011 20:32 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 6,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-009849 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,502 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 09, 2011 Filed Feb 11, 2011 22:24 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 5,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-008341 · doc1.xml · derivative · entry 8 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,927 Underlying: Common Stock · 5,927 shares Expires 2014-02-09 F5 · 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. F6 · derivative.exercise_date: Contain performance vesting condition based on diluted earnings per share growth during the performance period. Read SEC document |
| February 09, 2011 Filed Feb 11, 2011 22:24 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 41,486 | $0.00 Strike: $75.93 | $0.00 |
DisclosureSEC source: 0001140361-11-008341 · doc1.xml · derivative · entry 7 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,486 Underlying: Common Stock · 41,486 shares Expires 2021-02-09 F4 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| November 09, 2010 Filed Feb 11, 2011 22:24 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-008341 · doc1.xml · nonDerivative · entry 5 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 1,453 F2 · kind: Represents a gift of shares to one of the reporting person's financially dependent sons. Read SEC document |
| November 09, 2010 Filed Feb 11, 2011 22:24 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-008341 · doc1.xml · nonDerivative · entry 4 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 1,706 F2 · kind: Represents a gift of shares to one of the reporting person's financially dependent sons. Read SEC document |
| November 09, 2010 Filed Feb 11, 2011 22:24 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-008341 · doc1.xml · nonDerivative · entry 3 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,146 F2 · kind: Represents a gift of shares to one of the reporting person's financially dependent sons. Read SEC document |
| November 09, 2010 Filed Feb 11, 2011 22:24 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-008341 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,466 F2 · kind: Represents a gift of shares to one of the reporting person's financially dependent sons. Read SEC document |
| November 09, 2010 Filed Feb 11, 2011 22:24 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-008341 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,786 F1 · kind: Represents a gift of shares to adult son. The gifted shares are no longer beneficially owned by the reporting person. F1 · balance_after: Represents a gift of shares to adult son. The gifted shares are no longer beneficially owned by the reporting person. Read SEC document |
| October 22, 2010 Filed Oct 26, 2010 19:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 24,733 | $0.00 Strike: $36.37 | $0.00 |
DisclosureSEC source: 0001140361-10-042250 · doc1.xml · derivative · entry 6 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,733 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. F3 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| October 22, 2010 Filed Oct 26, 2010 19:00 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 24,733 | $78.00 | $1,929,174.00 |
DisclosureSEC source: 0001140361-10-042250 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,106 Read SEC document |
| October 22, 2010 Filed Oct 26, 2010 19:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 24,733 | $36.37 | $899,539.21 |
DisclosureSEC source: 0001140361-10-042250 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,839 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 |
| August 10, 2010 Filed Aug 11, 2010 19:06 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 25,299 | $0.00 Strike: $32.60 | $0.00 |
DisclosureSEC source: 0001123292-10-000583 · edgar.xml · derivative · entry 9 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,299 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. F5 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| August 10, 2010 Filed Aug 11, 2010 19:06 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,599 | $0.00 Strike: $35.25 | $0.00 |
DisclosureSEC source: 0001123292-10-000583 · edgar.xml · derivative · entry 8 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,599 shares Expires 2013-03-21 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. F5 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| August 10, 2010 Filed Aug 11, 2010 19:06 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 27,898 | $72.19 | $2,014,004.05 |
DisclosureSEC source: 0001123292-10-000583 · edgar.xml · nonDerivative · entry 5 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,106 F3 · price: This transaction was executed in multiple trades at prices ranging from $72.13 to $72.36 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.