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 |
|---|---|---|---|---|---|---|
| August 10, 2010 Filed Aug 11, 2010 19:06 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 25,299 | $32.60 | $824,747.40 |
DisclosureSEC source: 0001123292-10-000583 · edgar.xml · nonDerivative · entry 4 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,004 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 / conversionCommon Stock | 2,599 | $35.25 | $91,614.75 |
DisclosureSEC source: 0001123292-10-000583 · edgar.xml · nonDerivative · entry 3 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,705 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 16, 2010 Filed Aug 11, 2010 19:06 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 2,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-10-000583 · edgar.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,441 F1 · kind: Represents transfer of shares to a living trust of which the reporting person and his spouse are the sole trustees and beneficiaries. F2 · ownership.nature: These shares are held in the living trust referenced in footnote 1. Read SEC document |
| March 16, 2010 Filed Aug 11, 2010 19:06 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 2,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-10-000583 · edgar.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,106 F1 · kind: Represents transfer of shares to a living trust of which the reporting person and his spouse are the sole trustees and beneficiaries. Read SEC document |
| February 17, 2010 Filed Feb 17, 2010 20:58 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 10,000 | $64.24 | $642,437.00 |
DisclosureSEC source: 0001140361-10-007189 · doc1.xml · nonDerivative · entry 3 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,547 F1 · price: This transaction was executed in multiple trades at prices ranging from $64.23 to $64.28 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 14, 2010 Filed Feb 17, 2010 20:58 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 20,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-10-007189 · 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 · 20,548 shares Expires 2010-02-14 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_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 14, 2010 Filed Feb 17, 2010 20:58 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 8,107 | $63.59 | $515,524.13 |
DisclosureSEC source: 0001140361-10-007189 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,547 Read SEC document |
| February 14, 2010 Filed Feb 17, 2010 20:58 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 20,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-10-007189 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,654 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 10, 2010 Filed Feb 12, 2010 20:50 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 6,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-10-006062 · doc1.xml · derivative · entry 5 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,641 Underlying: Common Stock · 6,641 shares Expires 2013-02-10 F3 · 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: Contain performance vesting condition based on diluted earnings per share growth during the performance period. Read SEC document |
| February 10, 2010 Filed Feb 12, 2010 20:50 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 46,468 | $0.00 Strike: $63.25 | $0.00 |
DisclosureSEC source: 0001140361-10-006062 · doc1.xml · derivative · entry 4 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,468 Underlying: Common Stock · 46,468 shares Expires 2020-02-10 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 |
| November 13, 2009 Filed Nov 17, 2009 17:37 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 16,299 | $62.46 | $1,018,079.55 |
DisclosureSEC source: 0001140361-09-026515 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $62.46 to $62.4815 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. F2 · ownership.nature: The shares that were sold were held in a living trust of which the reporting person and his spouse are the sole trustees and beneficiaries. Read SEC document |
| October 23, 2009 Filed Oct 27, 2009 19:09 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,710 | $59.21 | $101,249.10 |
DisclosureSEC source: 0001140361-09-023897 · doc1.xml · nonDerivative · entry 8 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 16,299 F4 · ownership.nature: These shares are held in the living trust referenced in footnote 1. Read SEC document |
| October 23, 2009 Filed Oct 27, 2009 19:09 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 6,790 | $59.20 | $401,968.00 |
DisclosureSEC source: 0001140361-09-023897 · doc1.xml · nonDerivative · entry 7 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 18,009 F4 · ownership.nature: These shares are held in the living trust referenced in footnote 1. Read SEC document |
| October 23, 2009 Filed Oct 27, 2009 19:09 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-023897 · doc1.xml · nonDerivative · entry 6 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 1,352 F2 · kind: Represents a gift of shares to one of the reporting person's financially dependent sons. F3 · balance_after: Includes dividends reinvested. Read SEC document |
| October 23, 2009 Filed Oct 27, 2009 19:09 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-023897 · doc1.xml · nonDerivative · entry 3 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,106 F2 · kind: Represents a gift of shares to one of the reporting person's financially dependent sons. Read SEC document |
| July 27, 2009 Filed Oct 27, 2009 19:09 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-023897 · 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: 1,099 F2 · kind: Represents a gift of shares to one of the reporting person's financially dependent sons. F3 · balance_after: Includes dividends reinvested. Read SEC document |
| July 27, 2009 Filed Oct 27, 2009 19:09 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-023897 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,506 F2 · kind: Represents a gift of shares to one of the reporting person's financially dependent sons. Read SEC document |
| April 23, 2009 Filed Oct 27, 2009 19:09 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 5,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-023897 · doc1.xml · nonDerivative · entry 4 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 24,799 F1 · kind: Represents transfer of shares to a living trust of which the reporting person and his spouse are the sole trustees and beneficiaries. F4 · ownership.nature: These shares are held in the living trust referenced in footnote 1. Read SEC document |
| April 23, 2009 Filed Oct 27, 2009 19:09 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 5,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-023897 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,946 F1 · kind: Represents transfer of shares to a living trust of which the reporting person and his spouse are the sole trustees and beneficiaries. Read SEC document |
| February 14, 2009 Filed Feb 18, 2009 21:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 8,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-004505 · doc1.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 · 8,249 shares Expires 2009-02-14 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_price: Each restricted stock unit represents a right to acquire one share of McDonald's Corporation common stock. F5 · derivative.exercise_date: Vesting of these restricted stock units was contingent upon the Company's achievement of required performance measures. Read SEC document |
| February 14, 2009 Filed Feb 18, 2009 21:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 2,430 | $56.81 | $138,048.30 |
DisclosureSEC source: 0001140361-09-004505 · doc1.xml · nonDerivative · entry 4 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,765 Read SEC document |
| February 14, 2009 Filed Feb 18, 2009 21:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 8,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-004505 · doc1.xml · nonDerivative · entry 3 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,195 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, 2009 Filed Feb 18, 2009 21:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 37,950 | $0.00 Strike: $35.25 | $0.00 |
DisclosureSEC source: 0001140361-09-004505 · doc1.xml · derivative · entry 8 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,599 Underlying: Common Stock · 37,950 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. 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, 2009 Filed Feb 18, 2009 21:05 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 37,950 | $57.43 | $2,179,400.19 |
DisclosureSEC source: 0001140361-09-004505 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,946 F1 · price: This transaction was executed in multiple trades at prices ranging from $57.32 to $57.51 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, 2009 Filed Feb 18, 2009 21:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 37,950 | $35.25 | $1,337,737.50 |
DisclosureSEC source: 0001140361-09-004505 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,896 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 11, 2009 Filed Feb 13, 2009 22:45 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 6,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-004092 · doc1.xml · derivative · entry 6 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,833 Underlying: Common Stock · 6,833 shares Expires 2012-02-11 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 11, 2009 Filed Feb 13, 2009 22:45 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 47,820 | $0.00 Strike: $57.08 | $0.00 |
DisclosureSEC source: 0001140361-09-004092 · doc1.xml · derivative · entry 5 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,820 Underlying: Common Stock · 47,820 shares Expires 2019-02-11 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 |
| December 10, 2008 Filed Dec 16, 2008 20:44 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-027916 · 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: 625 F1 · kind: Represents a gift of shares to one of the reporting person's financially dependent sons. Read SEC document |
| December 10, 2008 Filed Dec 16, 2008 20:44 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-027916 · doc1.xml · nonDerivative · entry 3 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 900 F1 · kind: Represents a gift of shares to one of the reporting person's financially dependent sons. Read SEC document |
| December 10, 2008 Filed Dec 16, 2008 20:44 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-027916 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,946 F1 · kind: Represents a gift of shares to one of the reporting person's financially dependent sons. Read SEC document |
| December 10, 2008 Filed Dec 16, 2008 20:44 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-027916 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,346 F1 · kind: Represents a gift of shares to one of the reporting person's financially dependent sons. Read SEC document |
| November 06, 2008 Filed Nov 7, 2008 19:00 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 18,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-024690 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 18,980 F1 · price: On November 6, 2008, the reporting person transferred 18,980 shares of the Issuer's common stock directly beneficially owned by the reporting person to a living trust of which the reporting person and his spouse are the sole trustees and beneficiaries. F1 · ownership.direct: On November 6, 2008, the reporting person transferred 18,980 shares of the Issuer's common stock directly beneficially owned by the reporting person to a living trust of which the reporting person and his spouse are the sole trustees and beneficiaries. Read SEC document |
| November 06, 2008 Filed Nov 7, 2008 19:00 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 18,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-024690 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,746 F1 · price: On November 6, 2008, the reporting person transferred 18,980 shares of the Issuer's common stock directly beneficially owned by the reporting person to a living trust of which the reporting person and his spouse are the sole trustees and beneficiaries. Read SEC document |
| October 30, 2008 Filed Nov 3, 2008 21:10 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 8,590.219 | $57.87 | $497,115.97 |
DisclosureSEC source: 0001140361-08-024210 · doc1.xml · derivative · entry 4 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Benefit Plan Disclosed balance after: 18,177.787 Underlying: Common Stock · 8,590.219 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 |
| September 12, 2008 Filed Sep 12, 2008 20:22 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,000 | $64.10 | $128,205.60 |
DisclosureSEC source: 0001140361-08-021220 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,726 Read SEC document |
| August 01, 2008 Filed Aug 4, 2008 18:45 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $25.31 | $0.00 |
DisclosureSEC source: 0001140361-08-018142 · doc1.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 · 25,000 shares Expires 2014-05-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| August 01, 2008 Filed Aug 4, 2008 18:45 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $26.63 | $0.00 |
DisclosureSEC source: 0001140361-08-018142 · doc1.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 · 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. 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 |
| August 01, 2008 Filed Aug 4, 2008 18:45 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 22,500 | $0.00 Strike: $28.75 | $0.00 |
DisclosureSEC source: 0001140361-08-018142 · doc1.xml · derivative · entry 7 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,500 shares Expires 2012-03-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. Read SEC document |
| August 01, 2008 Filed Aug 4, 2008 18:45 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 39,020 | $60.03 | $2,342,187.21 |
DisclosureSEC source: 0001140361-08-018142 · doc1.xml · nonDerivative · entry 4 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,726 F1 · price: This transaction was executed in multiple trades at prices ranging from $59.60 to $60.115. 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 |
| August 01, 2008 Filed Aug 4, 2008 18:45 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 25,000 | $25.31 | $632,750.00 |
DisclosureSEC source: 0001140361-08-018142 · doc1.xml · nonDerivative · entry 3 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,746 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 01, 2008 Filed Aug 4, 2008 18:45 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 12,500 | $26.63 | $332,875.00 |
DisclosureSEC source: 0001140361-08-018142 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,746 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 01, 2008 Filed Aug 4, 2008 18:45 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 22,500 | $28.75 | $646,875.00 |
DisclosureSEC source: 0001140361-08-018142 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,246 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 |
| May 09, 2008 Filed May 13, 2008 15:27 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $26.63 | $0.00 |
DisclosureSEC source: 0001140361-08-012114 · doc1.xml · derivative · entry 11 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 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 |
| May 09, 2008 Filed May 13, 2008 15:27 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 500 | $59.27 | $29,635.00 |
DisclosureSEC source: 0001140361-08-012114 · doc1.xml · nonDerivative · entry 8 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,746 Read SEC document |
| May 09, 2008 Filed May 13, 2008 15:27 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,400 | $59.26 | $82,965.40 |
DisclosureSEC source: 0001140361-08-012114 · doc1.xml · nonDerivative · entry 7 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,246 Read SEC document |
| May 09, 2008 Filed May 13, 2008 15:27 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,200 | $59.26 | $130,372.00 |
DisclosureSEC source: 0001140361-08-012114 · doc1.xml · nonDerivative · entry 6 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,646 Read SEC document |
| May 09, 2008 Filed May 13, 2008 15:27 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 300 | $59.25 | $17,775.00 |
DisclosureSEC source: 0001140361-08-012114 · doc1.xml · nonDerivative · entry 5 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,846 Read SEC document |
| May 09, 2008 Filed May 13, 2008 15:27 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 500 | $59.24 | $29,620.00 |
DisclosureSEC source: 0001140361-08-012114 · doc1.xml · nonDerivative · entry 4 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,146 Read SEC document |
| May 09, 2008 Filed May 13, 2008 15:27 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 7,100 | $59.24 | $420,580.57 |
DisclosureSEC source: 0001140361-08-012114 · doc1.xml · nonDerivative · entry 3 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,646 Read SEC document |
| May 09, 2008 Filed May 13, 2008 15:27 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 500 | $59.23 | $29,615.00 |
DisclosureSEC source: 0001140361-08-012114 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,746 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.