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 31, 2007 Filed Apr 4, 2008 19:33 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-08-008964 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,471 F1 · kind: Represents a gift of shares to adult son. The gifted shares are no longer beneficially owned by the reporting person following the reported transaction. F1 · balance_after: Represents a gift of shares to adult son. The gifted shares are no longer beneficially owned by the reporting person following the reported transaction. F2 · balance_after: This total represents the shares currently beneficially owned by the reporting person following the reported transaction. This amount is less 767 shares that were erroneously reported as owned on the reporting person's Form 3 filed on October 10, 2006. Read SEC document |
| June 15, 2007 Filed Jun 19, 2007 14:47 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $26.25 | $0.00 |
DisclosureSEC source: 0001140361-07-012583 · doc1.xml · derivative · entry 12 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2008-03-24 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 |
| June 15, 2007 Filed Jun 19, 2007 14:47 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherCommon Stock | 33,442 | $52.17 | $1,744,669.14 |
DisclosureSEC source: 0001140361-07-012583 · doc1.xml · nonDerivative · entry 10 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Indirect · Profit Sharing Plan Disclosed balance after: 0 F1 · kind: Discretionary transaction in the Company's Profit Sharing and Savings Plan, transferring funds out of the McDonald's Corporation common stock fund into other investment options. Read SEC document |
| June 15, 2007 Filed Jun 19, 2007 14:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,700 | $52.52 | $141,804.00 |
DisclosureSEC source: 0001140361-07-012583 · doc1.xml · nonDerivative · entry 9 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,489 Read SEC document |
| June 15, 2007 Filed Jun 19, 2007 14:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,700 | $52.51 | $89,267.00 |
DisclosureSEC source: 0001140361-07-012583 · doc1.xml · nonDerivative · entry 8 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,189 Read SEC document |
| June 15, 2007 Filed Jun 19, 2007 14:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,800 | $52.50 | $94,500.00 |
DisclosureSEC source: 0001140361-07-012583 · doc1.xml · nonDerivative · entry 7 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,889 Read SEC document |
| June 15, 2007 Filed Jun 19, 2007 14:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 6,200 | $52.49 | $325,438.00 |
DisclosureSEC source: 0001140361-07-012583 · doc1.xml · nonDerivative · entry 6 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,689 Read SEC document |
| June 15, 2007 Filed Jun 19, 2007 14:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,500 | $52.48 | $78,720.00 |
DisclosureSEC source: 0001140361-07-012583 · doc1.xml · nonDerivative · entry 5 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,889 Read SEC document |
| June 15, 2007 Filed Jun 19, 2007 14:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 5,300 | $52.47 | $278,091.00 |
DisclosureSEC source: 0001140361-07-012583 · doc1.xml · nonDerivative · entry 4 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,389 Read SEC document |
| June 15, 2007 Filed Jun 19, 2007 14:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 600 | $52.46 | $31,476.00 |
DisclosureSEC source: 0001140361-07-012583 · doc1.xml · nonDerivative · entry 3 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,689 Read SEC document |
| June 15, 2007 Filed Jun 19, 2007 14:47 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 200 | $52.45 | $10,490.00 |
DisclosureSEC source: 0001140361-07-012583 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,289 Read SEC document |
| June 15, 2007 Filed Jun 19, 2007 14:47 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 20,000 | $26.25 | $525,000.00 |
DisclosureSEC source: 0001140361-07-012583 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,489 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 |
| April 23, 2007 Filed Apr 25, 2007 14:40 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $26.25 | $0.00 |
DisclosureSEC source: 0001140361-07-008293 · doc1.xml · derivative · entry 12 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2008-03-24 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, third, fifth and seventh anniversary dates of the grant. Read SEC document |
| April 23, 2007 Filed Apr 25, 2007 14:40 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 6,600 | $48.73 | $321,618.00 |
DisclosureSEC source: 0001140361-07-008293 · doc1.xml · nonDerivative · entry 9 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,489 Read SEC document |
| April 23, 2007 Filed Apr 25, 2007 14:40 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,900 | $48.72 | $92,568.00 |
DisclosureSEC source: 0001140361-07-008293 · doc1.xml · nonDerivative · entry 8 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,089 Read SEC document |
| April 23, 2007 Filed Apr 25, 2007 14:40 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,000 | $48.71 | $48,710.00 |
DisclosureSEC source: 0001140361-07-008293 · doc1.xml · nonDerivative · entry 7 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,989 Read SEC document |
| April 23, 2007 Filed Apr 25, 2007 14:40 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,400 | $48.70 | $68,180.00 |
DisclosureSEC source: 0001140361-07-008293 · doc1.xml · nonDerivative · entry 6 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,989 Read SEC document |
| April 23, 2007 Filed Apr 25, 2007 14:40 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,900 | $48.69 | $141,201.00 |
DisclosureSEC source: 0001140361-07-008293 · doc1.xml · nonDerivative · entry 5 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,389 Read SEC document |
| April 23, 2007 Filed Apr 25, 2007 14:40 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,400 | $48.68 | $68,152.00 |
DisclosureSEC source: 0001140361-07-008293 · doc1.xml · nonDerivative · entry 4 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,289 Read SEC document |
| April 23, 2007 Filed Apr 25, 2007 14:40 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,100 | $48.67 | $53,537.00 |
DisclosureSEC source: 0001140361-07-008293 · doc1.xml · nonDerivative · entry 3 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,689 Read SEC document |
| April 23, 2007 Filed Apr 25, 2007 14:40 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 3,700 | $48.66 | $180,042.00 |
DisclosureSEC source: 0001140361-07-008293 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,789 Read SEC document |
| April 23, 2007 Filed Apr 25, 2007 14:40 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 20,000 | $26.25 | $525,000.00 |
DisclosureSEC source: 0001140361-07-008293 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,489 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 |
| February 14, 2007 Filed Feb 16, 2007 21:38 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 20,548 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-07-003795 · doc1.xml · derivative · entry 4 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,548 Underlying: Common Stock · 20,548 shares Expires 2010-02-14 F2 · derivative.exercise_price: Restricted Stock Units (RSUs) are granted under the Company's Amended and Restated 2001 Omnibus Stock Ownership Plan and are subject to the terms of such Plan. Upon vesting, payout under the RSUs will be in the form of an equal number of shares of McDonald's common stock or, at the discretion of the Board's Compensation Committee, 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_price: Performance based on diluted earnings per share growth. F2 · price: Restricted Stock Units (RSUs) are granted under the Company's Amended and Restated 2001 Omnibus Stock Ownership Plan and are subject to the terms of such Plan. Upon vesting, payout under the RSUs will be in the form of an equal number of shares of McDonald's common stock or, at the discretion of the Board's Compensation Committee, 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. Read SEC document |
| February 14, 2007 Filed Feb 16, 2007 21:38 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 28,315 | $45.02 Strike: $45.02 | $1,274,741.30 |
DisclosureSEC source: 0001140361-07-003795 · doc1.xml · derivative · entry 3 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,315 Underlying: Common Stock · 28,315 shares Expires 2017-02-14 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 |
| December 12, 2006 Filed Dec 13, 2006 20:36 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 20,000 | $26.25 Strike: $26.25 | $525,000.00 |
DisclosureSEC source: 0001140361-06-018005 · doc1.xml · derivative · entry 5 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 20,000 shares Expires 2008-03-24 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 |
| December 12, 2006 Filed Dec 13, 2006 20:36 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 15,511 | $43.58 | $675,969.38 |
DisclosureSEC source: 0001140361-06-018005 · doc1.xml · nonDerivative · entry 2 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,489 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 |
| December 12, 2006 Filed Dec 13, 2006 20:36 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 20,000 | $26.25 | $525,000.00 |
DisclosureSEC source: 0001140361-06-018005 · doc1.xml · nonDerivative · entry 1 Fenton Timothy J · CIK 0001377481 · President, McDonald's APMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.