Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | Corp Exec VP, Brand Officer | February 13, 2013 | February 15, 2013 |
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 February 13, 2013 · Filed February 15, 2013
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $94.00 · Expires 2023-02-13 | Direct | 19,947 |
Reported balance
After 2013-02-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2013-02-13 · Grant · Acquired 19,947 · Balance 19,947 F1: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2016-02-13 | Direct | 3,990 |
Reported balance
After 2013-02-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2013-02-13 · Grant · Acquired 3,990 · Balance 3,990 F2: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2016-02-13 | Direct | 3,298 |
Reported balance
After 2013-02-13 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2013-02-13 · Grant · Acquired 3,298 · Balance 3,298 F2: 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: 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. |
| Common StockSEC Table I · non-derivative | Direct | 1,008 |
Reported balance
Holding disclosure · report date 2013-02-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,008 |
| Common StockSEC Table I · non-derivative | IndirectProfit Sharing Plan | 482.68 |
Reported balance
Holding disclosure · report date 2013-02-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 482.68 |
| Phantom StockSEC Table II · derivative / convertible security | IndirectNon-Qualified Benefit Plan | 3,573.14 |
Reported balance
Holding disclosure · report date 2013-02-13 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 3,573.14 F4: Each share of phantom stock represents a right to receive the cash value of one share of McDonald's Corporation common stock. F5: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's. |
Filing footnotes · ownership attribution and instrument terms
F1: Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant.
F2: 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: 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.
F4: Each share of phantom stock represents a right to receive the cash value of one share of McDonald's Corporation common stock.
F5: Shares of phantom stock are payable in cash following the reporting person's separation from service with McDonald's.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 13, 2013 Filed Feb 15, 2013 20:52 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 3,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-007760 · doc1.xml · derivative · entry 5 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,298 Underlying: Common Stock · 3,298 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 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 20:52 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 3,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-007760 · doc1.xml · derivative · entry 4 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,990 Underlying: Common Stock · 3,990 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. Read SEC document |
| February 13, 2013 Filed Feb 15, 2013 20:52 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 19,947 | $0.00 Strike: $94.00 | $0.00 |
DisclosureSEC source: 0001140361-13-007760 · doc1.xml · derivative · entry 3 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,947 Underlying: Common Stock · 19,947 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 20:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-006009 · doc1.xml · derivative · entry 4 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,423 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. 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 10, 2013 Filed Feb 12, 2013 20:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 491 | $94.87 | $46,581.17 |
DisclosureSEC source: 0001140361-13-006009 · doc1.xml · nonDerivative · entry 2 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,008 Read SEC document |
| February 10, 2013 Filed Feb 12, 2013 20:00 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-006009 · doc1.xml · nonDerivative · entry 1 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,499 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 |
| June 11, 2012 Filed Jun 12, 2012 17:23 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 4,040 | $0.00 Strike: $36.37 | $0.00 |
DisclosureSEC source: 0001140361-12-029587 · doc1.xml · derivative · entry 6 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,040 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. 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 |
| June 11, 2012 Filed Jun 12, 2012 17:23 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,536 | $0.00 Strike: $33.10 | $0.00 |
DisclosureSEC source: 0001140361-12-029587 · doc1.xml · derivative · entry 5 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,536 shares Expires 2015-09-28 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 |
| June 11, 2012 Filed Jun 12, 2012 17:23 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 6,576 | $87.21 | $573,473.89 |
DisclosureSEC source: 0001140361-12-029587 · doc1.xml · nonDerivative · entry 3 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76 F1 · price: This transaction was executed in multiple trades at prices ranging from $87.20 to $87.24 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 |
| June 11, 2012 Filed Jun 12, 2012 17:23 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 4,040 | $36.37 | $146,934.80 |
DisclosureSEC source: 0001140361-12-029587 · doc1.xml · nonDerivative · entry 2 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,652 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 |
| June 11, 2012 Filed Jun 12, 2012 17:23 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,536 | $33.10 | $83,941.60 |
DisclosureSEC source: 0001140361-12-029587 · doc1.xml · nonDerivative · entry 1 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,612 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, 2012 Filed Feb 14, 2012 20:45 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 838 | $99.39 | $83,288.82 |
DisclosureSEC source: 0001140361-12-008080 · doc1.xml · nonDerivative · entry 3 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76 Read SEC document |
| February 11, 2012 Filed Feb 14, 2012 20:45 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-008080 · doc1.xml · derivative · entry 5 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,262 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. Read SEC document |
| February 11, 2012 Filed Feb 14, 2012 20:45 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 416 | $99.47 | $41,379.52 |
DisclosureSEC source: 0001140361-12-008080 · doc1.xml · nonDerivative · entry 2 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 914 Read SEC document |
| February 11, 2012 Filed Feb 14, 2012 20:45 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-008080 · doc1.xml · nonDerivative · entry 1 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,330 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 19:43 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-006860 · doc1.xml · derivative · entry 4 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 1,800 shares Expires 2015-02-08 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 08, 2012 Filed Feb 10, 2012 19:43 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 20,990 | $0.00 Strike: $100.05 | $0.00 |
DisclosureSEC source: 0001140361-12-006860 · doc1.xml · derivative · entry 3 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,990 Underlying: Common Stock · 20,990 shares Expires 2022-02-08 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 |
| January 25, 2012 Filed Jan 26, 2012 20:27 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherPhantom Stock · Derivative | 2,373.44 | $99.23 | $235,516.45 |
DisclosureSEC source: 0001140361-12-003766 · doc1.xml · derivative · entry 3 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Benefit Plan Disclosed balance after: 3,476.08 Underlying: Common Stock · 2,373.44 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a 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 |
| March 14, 2011 Filed Mar 16, 2011 18:25 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 733 | $75.77 | $55,542.49 |
DisclosureSEC source: 0001140361-11-017032 · doc1.xml · nonDerivative · entry 1 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68 Read SEC document |
| February 13, 2011 Filed Feb 15, 2011 20:40 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 1,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-009861 · doc1.xml · derivative · entry 4 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,245 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. 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 13, 2011 Filed Feb 15, 2011 20:40 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 512 | $76.14 | $38,983.68 |
DisclosureSEC source: 0001140361-11-009861 · doc1.xml · nonDerivative · entry 2 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 801 Read SEC document |
| February 13, 2011 Filed Feb 15, 2011 20:40 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 1,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-009861 · doc1.xml · nonDerivative · entry 1 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,313 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 21:36 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 1,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-008294 · doc1.xml · derivative · entry 4 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,976 Underlying: Common Stock · 1,976 shares Expires 2014-02-09 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 09, 2011 Filed Feb 11, 2011 21:36 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 13,829 | $0.00 Strike: $75.93 | $0.00 |
DisclosureSEC source: 0001140361-11-008294 · doc1.xml · derivative · entry 3 NEWELL KEVIN L · CIK 0001512315 · Corp Exec VP, Brand Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,829 Underlying: Common Stock · 13,829 shares Expires 2021-02-09 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.