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 |
|---|---|---|---|---|---|---|
| May 09, 2008 Filed May 13, 2008 15:27 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 12,500 | $26.63 | $332,875.00 |
DisclosureSEC source: 0001140361-08-012114 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,246 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 |
| March 11, 2008 Filed Mar 13, 2008 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $28.75 | $0.00 |
DisclosureSEC source: 0001140361-08-006667 · doc1.xml · derivative · entry 19 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 Underlying: Common Stock · 25,000 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. 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 |
| March 11, 2008 Filed Mar 13, 2008 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 900 | $54.40 | $48,960.00 |
DisclosureSEC source: 0001140361-08-006667 · doc1.xml · nonDerivative · entry 18 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,438 Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,500 | $54.41 | $136,025.00 |
DisclosureSEC source: 0001140361-08-006667 · doc1.xml · nonDerivative · entry 17 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,338 Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 400 | $54.42 | $21,768.00 |
DisclosureSEC source: 0001140361-08-006667 · doc1.xml · nonDerivative · entry 16 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,838 Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,004 | $54.43 | $109,077.72 |
DisclosureSEC source: 0001140361-08-006667 · doc1.xml · nonDerivative · entry 15 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,238 Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 400 | $54.44 | $21,776.00 |
DisclosureSEC source: 0001140361-08-006667 · doc1.xml · nonDerivative · entry 14 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,242 Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 250 | $53.96 | $13,490.00 |
DisclosureSEC source: 0001140361-08-006667 · doc1.xml · nonDerivative · entry 13 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,642 Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,792 | $53.97 | $96,714.24 |
DisclosureSEC source: 0001140361-08-006667 · doc1.xml · nonDerivative · entry 12 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,892 Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 3,280 | $53.98 | $177,054.40 |
DisclosureSEC source: 0001140361-08-006667 · doc1.xml · nonDerivative · entry 11 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,684 Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 400 | $53.99 | $21,596.00 |
DisclosureSEC source: 0001140361-08-006667 · doc1.xml · nonDerivative · entry 10 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,964 Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 4,228 | $54.00 | $228,312.00 |
DisclosureSEC source: 0001140361-08-006667 · doc1.xml · nonDerivative · entry 9 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,364 Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 4,500 | $54.01 | $243,045.00 |
DisclosureSEC source: 0001140361-08-006667 · doc1.xml · nonDerivative · entry 8 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,592 Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,800 | $54.02 | $151,256.00 |
DisclosureSEC source: 0001140361-08-006667 · doc1.xml · nonDerivative · entry 7 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,092 Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 300 | $54.04 | $16,212.00 |
DisclosureSEC source: 0001140361-08-006667 · doc1.xml · nonDerivative · entry 6 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,892 Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,600 | $54.05 | $86,480.00 |
DisclosureSEC source: 0001140361-08-006667 · doc1.xml · nonDerivative · entry 5 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,192 Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 650 | $54.06 | $35,139.00 |
DisclosureSEC source: 0001140361-08-006667 · doc1.xml · nonDerivative · entry 4 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,792 Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 3,200 | $54.07 | $173,024.00 |
DisclosureSEC source: 0001140361-08-006667 · doc1.xml · nonDerivative · entry 3 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,442 Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,000 | $54.08 | $108,160.00 |
DisclosureSEC source: 0001140361-08-006667 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,642 Read SEC document |
| March 11, 2008 Filed Mar 13, 2008 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 25,000 | $28.75 | $718,750.00 |
DisclosureSEC source: 0001140361-08-006667 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,642 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 16, 2008 Filed Feb 20, 2008 19:38 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 8,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-004654 · doc1.xml · derivative · entry 4 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,436 shares Expires 2008-02-16 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_price: Each restricted stock unit represents a right to acquire one share of McDonald?s Corporation common stock. Read SEC document |
| February 16, 2008 Filed Feb 20, 2008 19:38 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 2,232 | $55.30 | $123,429.60 |
DisclosureSEC source: 0001140361-08-004654 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,642 Read SEC document |
| February 16, 2008 Filed Feb 20, 2008 19:38 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 8,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-004654 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,874 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, 2008 Filed Feb 15, 2008 23:02 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 6,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-004457 · doc1.xml · derivative · entry 4 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,356 Underlying: Common Stock · 6,356 shares Expires 2011-02-13 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: Performance based on diluted earnings per share growth. Read SEC document |
| February 13, 2008 Filed Feb 15, 2008 23:02 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 44,492 | $0.00 Strike: $56.64 | $0.00 |
DisclosureSEC source: 0001140361-08-004457 · doc1.xml · derivative · entry 3 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,492 Underlying: Common Stock · 44,492 shares Expires 2018-02-13 F1 · derivative.exercise_date: Options become exercisable in 25% increments on the first, second, third, and fouth anniversary dates of the grant. Read SEC document |
| November 15, 2007 Filed Nov 19, 2007 19:47 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 500 | $0.00 Strike: $45.63 | $0.00 |
DisclosureSEC source: 0001140361-07-022404 · doc1.xml · derivative · entry 16 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 500 shares Expires 2009-04-01 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, third, fifth and seventh anniversary dates of the grant. Read SEC document |
| November 15, 2007 Filed Nov 19, 2007 19:47 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 33,000 | $0.00 Strike: $40.44 | $0.00 |
DisclosureSEC source: 0001140361-07-022404 · doc1.xml · derivative · entry 15 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,000 shares Expires 2009-05-19 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 |
| November 15, 2007 Filed Nov 19, 2007 19:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 410 | $56.87 | $23,316.70 |
DisclosureSEC source: 0001140361-07-022404 · doc1.xml · nonDerivative · entry 13 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,438 Read SEC document |
| November 15, 2007 Filed Nov 19, 2007 19:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,000 | $56.88 | $56,880.00 |
DisclosureSEC source: 0001140361-07-022404 · doc1.xml · nonDerivative · entry 12 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,848 Read SEC document |
| November 15, 2007 Filed Nov 19, 2007 19:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 100 | $56.89 | $5,689.00 |
DisclosureSEC source: 0001140361-07-022404 · doc1.xml · nonDerivative · entry 11 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,848 Read SEC document |
| November 15, 2007 Filed Nov 19, 2007 19:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 200 | $56.90 | $11,380.00 |
DisclosureSEC source: 0001140361-07-022404 · doc1.xml · nonDerivative · entry 10 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,948 Read SEC document |
| November 15, 2007 Filed Nov 19, 2007 19:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 7,900 | $56.91 | $449,589.00 |
DisclosureSEC source: 0001140361-07-022404 · doc1.xml · nonDerivative · entry 9 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,148 Read SEC document |
| November 15, 2007 Filed Nov 19, 2007 19:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 100 | $56.92 | $5,692.00 |
DisclosureSEC source: 0001140361-07-022404 · doc1.xml · nonDerivative · entry 8 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,048 Read SEC document |
| November 15, 2007 Filed Nov 19, 2007 19:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 3,200 | $56.93 | $182,176.00 |
DisclosureSEC source: 0001140361-07-022404 · doc1.xml · nonDerivative · entry 7 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,148 Read SEC document |
| November 15, 2007 Filed Nov 19, 2007 19:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 975 | $56.95 | $55,526.25 |
DisclosureSEC source: 0001140361-07-022404 · doc1.xml · nonDerivative · entry 6 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,348 Read SEC document |
| November 15, 2007 Filed Nov 19, 2007 19:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,100 | $56.96 | $119,616.00 |
DisclosureSEC source: 0001140361-07-022404 · doc1.xml · nonDerivative · entry 5 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,323 Read SEC document |
| November 15, 2007 Filed Nov 19, 2007 19:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 300 | $56.97 | $17,091.00 |
DisclosureSEC source: 0001140361-07-022404 · doc1.xml · nonDerivative · entry 4 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,423 Read SEC document |
| November 15, 2007 Filed Nov 19, 2007 19:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 14,625 | $56.98 | $833,332.50 |
DisclosureSEC source: 0001140361-07-022404 · doc1.xml · nonDerivative · entry 3 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,723 Read SEC document |
| November 15, 2007 Filed Nov 19, 2007 19:47 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 500 | $45.63 | $22,812.50 |
DisclosureSEC source: 0001140361-07-022404 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,348 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 |
| November 15, 2007 Filed Nov 19, 2007 19:47 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 33,000 | $40.44 | $1,334,437.50 |
DisclosureSEC source: 0001140361-07-022404 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,848 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 |
| September 17, 2007 Filed Sep 18, 2007 17:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 10,400 | $0.00 Strike: $14.31 | $0.00 |
DisclosureSEC source: 0001140361-07-018290 · 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 · 10,400 shares Expires 2013-03-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 17, 2007 Filed Sep 18, 2007 17:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 38,000 | $0.00 Strike: $29.43 | $0.00 |
DisclosureSEC source: 0001140361-07-018290 · 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 · 38,000 shares Expires 2011-02-02 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 17, 2007 Filed Sep 18, 2007 17:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 1,005 | $54.71 | $54,983.55 |
DisclosureSEC source: 0001140361-07-018290 · doc1.xml · nonDerivative · entry 4 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,848 F1 · kind: The Reporting Person surrendered shares of McDonald's Corporation Common Stock to pay the exercise price and taxes related to his option exercise. Read SEC document |
| September 17, 2007 Filed Sep 18, 2007 17:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 32,036 | $54.70 | $1,752,369.20 |
DisclosureSEC source: 0001140361-07-018290 · doc1.xml · nonDerivative · entry 3 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,853 F1 · kind: The Reporting Person surrendered shares of McDonald's Corporation Common Stock to pay the exercise price and taxes related to his option exercise. Read SEC document |
| September 17, 2007 Filed Sep 18, 2007 17:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 10,400 | $14.31 | $148,824.00 |
DisclosureSEC source: 0001140361-07-018290 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,889 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 |
| September 17, 2007 Filed Sep 18, 2007 17:15 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 38,000 | $29.43 | $1,118,340.00 |
DisclosureSEC source: 0001140361-07-018290 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,489 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 31, 2007 Filed Apr 4, 2008 19:33 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 225 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-008964 · 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: 225 F3 · kind: Represents a gift of shares to one of the reporting person's financially dependent sons. Read SEC document |
| August 31, 2007 Filed Apr 4, 2008 19:33 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-008964 · 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: 500 F3 · kind: Represents a gift of shares to one of the reporting person's financially dependent sons. Read SEC document |
| August 31, 2007 Filed Apr 4, 2008 19:33 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 225 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-008964 · doc1.xml · nonDerivative · entry 3 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,746 F3 · kind: Represents a gift of shares to one of the reporting person's financially dependent sons. Read SEC document |
| August 31, 2007 Filed Apr 4, 2008 19:33 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-008964 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,971 F3 · kind: Represents a gift of shares to one of the reporting person's financially dependent sons. 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.