Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Air Products & Chemicals, Inc.APD · Entity 2983 | Director | December 31, 2024 | January 03, 2025 |
| CANADIAN PACIFIC KANSAS CITY LTD/CNCP · Entity 2955 | Director | June 30, 2017 | July 05, 2017 |
| MCDONALDS CORPMCD · Entity 2849 | Corp Sr Exec VP and CFO | December 11, 2007 | December 13, 2007 |
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.
Air Products & Chemicals, Inc.
Report date December 31, 2024 · Filed January 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 10,941.3455 |
Reported balance
After 2024-12-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-12-31 · Grant · Acquired 66.6742 · Balance 10,941.3455 F1: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2: Not applicable to this security F3: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan.
F2: Not applicable to this security
F3: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance.
CANADIAN PACIFIC KANSAS CITY LTD/CN
Report date June 30, 2017 · Filed July 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Rights (Deferred Share Units)SEC Table II · derivative / convertible security | Direct | 2,664 |
Reported balance
After 2017-06-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-06-30 · Grant · Acquired 393 · Balance 2,664 F1: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F2: These DSUs represent payment of the quarterly instalment of the reporting person's annual retainer, which is currently paid 100% in DSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment.
F2: These DSUs represent payment of the quarterly instalment of the reporting person's annual retainer, which is currently paid 100% in DSUs.
MCDONALDS CORP
Report date December 11, 2007 · Filed December 13, 2007
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2007-12-11 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2007-12-11 · Sale · Disposed 400 · Balance 16,500 F1: Second of two Forms 4 reporting transactions completed on Dec 11, 2007. Row 2 · 2007-12-11 · Sale · Disposed 10,400 · Balance 6,100 Row 3 · 2007-12-11 · Sale · Disposed 2,500 · Balance 3,600 Row 4 · 2007-12-11 · Sale · Disposed 1,200 · Balance 2,400 Row 5 · 2007-12-11 · Sale · Disposed 1,700 · Balance 700 Row 6 · 2007-12-11 · Sale · Disposed 700 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectProfit Sharing Plan | 5,855 |
Reported balance
Holding disclosure · report date 2007-12-11 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 5,855 |
Filing footnotes · ownership attribution and instrument terms
F1: Second of two Forms 4 reporting transactions completed on Dec 11, 2007.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CHIPOTLE MEXICAN GRILL INC
Report date May 19, 2020 · Filed May 21, 2020
Section 16 reporting ended · disclosed 2020-05-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 926 |
Ending reported balance
After 2020-05-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-05-19 · Sale · Disposed 400 · Balance 869 Row 2 · 2020-05-19 · Grant · Acquired 57 · Balance 926 F1: The issuer granted restricted stock units ("RSUs") to each of its non-employee directors who served on the Chipotle Board of Directors from January to May 2020. In 2019, the Board changed the director compensation period from a calendar year basis (December to January) to a May to May basis to correspond with the annual election of directors, and this RSU grant is a pro rata portion of the annual grant amount to compensate the directors for the transition period. This RSU grant was made in arrears, at the end of the service period, and vested in full on the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The issuer granted restricted stock units ("RSUs") to each of its non-employee directors who served on the Chipotle Board of Directors from January to May 2020. In 2019, the Board changed the director compensation period from a calendar year basis (December to January) to a May to May basis to correspond with the annual election of directors, and this RSU grant is a pro rata portion of the annual grant amount to compensate the directors for the transition period. This RSU grant was made in arrears, at the end of the service period, and vested in full on the date of grant.
KAPSTONE PAPER & PACKAGING CORP
Report date November 02, 2018 · Filed November 06, 2018
Section 16 reporting ended · disclosed 2018-11-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2018-11-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-11-02 · Disposition to issuer · Disposed 70,032 · Balance 2,833 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 28, 2018 among WRK Co Inc., a Delaware corporation (formerly known as WestRock Company), KapStone Paper and Packaging Corporation, a Delaware corporation ("KapStone" or the "Company"), WestRock Company (formerly known as Whiskey Holdco, Inc.), a Delaware corporation ("Holdco"), Whiskey Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco, and Kola Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco ("Merger Sub"), effective as of the effective time of the merger of Merger Sub with and into the Company (the "Merger"), these shares of Company common stock, par value $0.0001 per share, were converted into the right to receive, at the election of the stockholder, (i) $35.00 in cash, without interest thereon or (ii) 0.4981 shares of Holdco common stock. Row 2 · 2018-11-02 · Disposition to issuer · Disposed 2,833 · Balance 0 F2: Pursuant to the Merger Agreement, these KapStone restricted stock unit awards became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and exchanged for the right to receive a restricted stock unit award of Holdco relating to the number of Holdco shares (rounded to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone restricted stock unit award by the Equity Award Exchange Ratio (as defined in the Merger Agreement). |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.89 · Expires 2025-03-26 | Direct | 0 |
Reported balance
After 2018-11-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-11-02 · Disposition to issuer · Disposed 4,216 · Balance 0 F4: Pursuant to the Merger Agreement, these options to purchase KapStone shares became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and exchanged for the right to receive an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F3: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. They were granted on March 26, 2015. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.72 · Expires 2026-03-18 | Direct | 0 |
Reported balance
After 2018-11-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-11-02 · Disposition to issuer · Disposed 4,558 · Balance 0 F4: Pursuant to the Merger Agreement, these options to purchase KapStone shares became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and exchanged for the right to receive an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F5: The options vested 50% on the second anniversary of the grant date and the remaining 50% were scheduled to vest on the third anniversary of the grant date. They were granted on March 18, 2016. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.41 · Expires 2024-03-12 | Direct | 0 |
Reported balance
After 2018-11-02 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-11-02 · Disposition to issuer · Disposed 4,098 · Balance 0 F4: Pursuant to the Merger Agreement, these options to purchase KapStone shares became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and exchanged for the right to receive an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F6: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. They were granted on March 12, 2014. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 28, 2018 among WRK Co Inc., a Delaware corporation (formerly known as WestRock Company), KapStone Paper and Packaging Corporation, a Delaware corporation ("KapStone" or the "Company"), WestRock Company (formerly known as Whiskey Holdco, Inc.), a Delaware corporation ("Holdco"), Whiskey Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco, and Kola Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco ("Merger Sub"), effective as of the effective time of the merger of Merger Sub with and into the Company (the "Merger"), these shares of Company common stock, par value $0.0001 per share, were converted into the right to receive, at the election of the stockholder, (i) $35.00 in cash, without interest thereon or (ii) 0.4981 shares of Holdco common stock.
F2: Pursuant to the Merger Agreement, these KapStone restricted stock unit awards became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and exchanged for the right to receive a restricted stock unit award of Holdco relating to the number of Holdco shares (rounded to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone restricted stock unit award by the Equity Award Exchange Ratio (as defined in the Merger Agreement).
F3: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. They were granted on March 26, 2015.
F4: Pursuant to the Merger Agreement, these options to purchase KapStone shares became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and exchanged for the right to receive an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio.
F5: The options vested 50% on the second anniversary of the grant date and the remaining 50% were scheduled to vest on the third anniversary of the grant date. They were granted on March 18, 2016.
F6: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. They were granted on March 12, 2014.
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 10, 2006 Filed May 11, 2006 14:00 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 19,900 | $35.85 | $713,415.00 |
DisclosureSEC source: 0001140361-06-007135 · doc1.xml · nonDerivative · entry 1 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,074 Read SEC document |
| March 17, 2006 Filed Mar 21, 2006 21:49 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionRestricted Stock Units · Derivative | 38,462 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-004281 · doc1.xml · derivative · entry 5 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 38,462 shares Expires 2006-03-17 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: 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. The Compensation Committee of the Board of Directors has approved payout of the RSUs in shares of McDonald's Corporation common stock. F1 · 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. The Compensation Committee of the Board of Directors has approved payout of the RSUs in shares of McDonald's Corporation common stock. Read SEC document |
| March 17, 2006 Filed Mar 21, 2006 21:49 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 14,488 | $35.10 | $508,528.80 |
DisclosureSEC source: 0001140361-06-004281 · doc1.xml · nonDerivative · entry 2 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,974 F2 · kind: Shares were withheld by the Company to satisfy tax withholding obligations upon vesting of RSUs in an exempt transaction under Rule 16b-3(d)(1). Read SEC document |
| March 17, 2006 Filed Mar 21, 2006 21:49 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 38,462 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-004281 · doc1.xml · nonDerivative · entry 1 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,462 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 · 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. The Compensation Committee of the Board of Directors has approved payout of the RSUs in shares of McDonald's Corporation common stock. Read SEC document |
| February 14, 2006 Filed Feb 16, 2006 19:39 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 34,200 | $26.25 Strike: $26.25 | $897,750.00 |
DisclosureSEC source: 0001140361-06-002592 · doc1.xml · derivative · entry 7 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 34,200 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. F4 · derivative.exercise_date: Options became exercisable in 25% increments on the first, third, fifth and seventh anniversary dates of the grant. Read SEC document |
| February 14, 2006 Filed Feb 16, 2006 19:39 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 13,748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-002592 · doc1.xml · derivative · entry 6 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,748 Underlying: Common Stock · 13,748 shares Expires 2009-02-14 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, 2006 Filed Feb 16, 2006 19:39 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 41,221 | $36.37 Strike: $36.37 | $1,499,207.77 |
DisclosureSEC source: 0001140361-06-002592 · doc1.xml · derivative · entry 5 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,221 Underlying: Common Stock · 41,221 shares Expires 2016-02-14 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 14, 2006 Filed Feb 16, 2006 19:39 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 34,200 | $36.48 | $1,247,616.00 |
DisclosureSEC source: 0001140361-06-002592 · doc1.xml · nonDerivative · entry 2 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 14, 2006 Filed Feb 16, 2006 19:39 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 34,200 | $26.25 | $897,750.00 |
DisclosureSEC source: 0001140361-06-002592 · doc1.xml · nonDerivative · entry 1 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,200 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, 2005 Filed Aug 12, 2005 14:01 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 34,000 | $23.50 Strike: $23.50 | $799,000.00 |
DisclosureSEC source: 0001140361-05-005997 · doc1.xml · derivative · entry 6 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 34,000 shares Expires 2007-03-18 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. 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 |
| August 10, 2005 Filed Aug 12, 2005 14:01 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 27,200 | $32.75 | $890,800.00 |
DisclosureSEC source: 0001140361-05-005997 · doc1.xml · nonDerivative · entry 3 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 10, 2005 Filed Aug 12, 2005 14:01 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 6,800 | $32.78 | $222,904.00 |
DisclosureSEC source: 0001140361-05-005997 · doc1.xml · nonDerivative · entry 2 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,200 Read SEC document |
| August 10, 2005 Filed Aug 12, 2005 14:01 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 34,000 | $23.50 | $799,000.00 |
DisclosureSEC source: 0001140361-05-005997 · doc1.xml · nonDerivative · entry 1 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,000 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 |
| February 16, 2005 Filed Feb 18, 2005 20:20 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 9,970 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-05-001498 · doc1.xml · derivative · entry 4 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,970 Underlying: Common Stock · 9,970 shares Expires 2008-02-16 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 16, 2005 Filed Feb 18, 2005 20:20 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 29,899 | $32.60 Strike: $32.60 | $974,707.40 |
DisclosureSEC source: 0001140361-05-001498 · doc1.xml · derivative · entry 3 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,899 Underlying: Common Stock · 29,899 shares Expires 2015-02-16 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 |
| December 10, 2004 Filed Dec 13, 2004 20:36 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 36,000 | $24.63 Strike: $24.63 | $886,500.00 |
DisclosureSEC source: 0001140361-04-006910 · doc1.xml · derivative · entry 5 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,000 shares Expires 2006-04-01 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. 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 |
| December 10, 2004 Filed Dec 13, 2004 20:36 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 36,000 | $31.62 | $1,138,320.00 |
DisclosureSEC source: 0001140361-04-006910 · doc1.xml · nonDerivative · entry 2 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 10, 2004 Filed Dec 13, 2004 20:36 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 36,000 | $24.63 | $886,500.00 |
DisclosureSEC source: 0001140361-04-006910 · doc1.xml · nonDerivative · entry 1 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 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 |
| December 01, 2004 Filed Dec 3, 2004 20:00 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-006781 · doc1.xml · derivative · entry 3 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2007-12-01 F1 · 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. F2 · derivative.exercise_price: Performance based on diluted earnings per share growth. F1 · 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 |
| October 27, 2004 Filed Oct 29, 2004 14:42 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,000 | $18.13 Strike: $18.13 | $36,250.00 |
DisclosureSEC source: 0001140361-04-005988 · doc1.xml · derivative · entry 5 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2005-05-26 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 |
| October 27, 2004 Filed Oct 29, 2004 14:42 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,000 | $28.97 | $57,941.00 |
DisclosureSEC source: 0001140361-04-005988 · doc1.xml · nonDerivative · entry 2 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| October 27, 2004 Filed Oct 29, 2004 14:42 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,000 | $18.13 | $36,250.00 |
DisclosureSEC source: 0001140361-04-005988 · doc1.xml · nonDerivative · entry 1 PAULL MATTHEW H · CIK 0001179710 · Corp Sr Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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 |
| May 20, 2004 Filed May 21, 2004 19:09 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 37,500 | $25.31 Strike: $25.31 | $949,125.00 |
DisclosureSEC source: 0001140361-04-003175 · doc1.xml · derivative · entry 3 PAULL MATTHEW H · CIK 0001179710 · Corp Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 37,500 shares Expires 2014-05-20 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 18, 2004 Filed Feb 19, 2004 18:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 50,000 | $16.56 Strike: $16.56 | $828,125.00 |
DisclosureSEC source: 0001140361-04-001422 · doc1.xml · derivative · entry 5 PAULL MATTHEW H · CIK 0001179710 · Corp Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2005-02-21 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. 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 |
| February 18, 2004 Filed Feb 19, 2004 18:05 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 50,000 | $27.00 | $1,350,000.00 |
DisclosureSEC source: 0001140361-04-001422 · doc1.xml · nonDerivative · entry 2 PAULL MATTHEW H · CIK 0001179710 · Corp Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 18, 2004 Filed Feb 19, 2004 18:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 50,000 | $16.56 | $828,125.00 |
DisclosureSEC source: 0001140361-04-001422 · doc1.xml · nonDerivative · entry 1 PAULL MATTHEW H · CIK 0001179710 · Corp Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 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 |
| February 16, 2004 Filed Feb 17, 2004 22:02 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 37,500 | $26.63 Strike: $26.63 | $998,625.00 |
DisclosureSEC source: 0001140361-04-001349 · doc1.xml · derivative · entry 3 PAULL MATTHEW H · CIK 0001179710 · Corp Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 37,500 shares Expires 2014-02-16 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 12, 2003 Filed Nov 13, 2003 20:55 UTC | MCDONALDS CORP MCD · Entity 2849 | OtherCommon Stock | 3,997 | $26.24 | $104,881.28 |
DisclosureSEC source: 0001140361-03-004271 · doc1.xml · nonDerivative · entry 3 PAULL MATTHEW H · CIK 0001179710 · Corp Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Non-Qualified Benefit Plan Disclosed balance after: 12,252 F1 · kind: Discretionary transaction in the McDonald's Corporation Supplemental Profit Sharing and Savings Plan, transferring this account balance from one investment fund to the Plan's McDonald's Corporation common stock fund. Read SEC document |
| November 11, 2003 Filed Nov 13, 2003 20:55 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 50,000 | $16.56 Strike: $16.56 | $828,125.00 |
DisclosureSEC source: 0001140361-03-004271 · doc1.xml · derivative · entry 5 PAULL MATTHEW H · CIK 0001179710 · Corp Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2005-02-21 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. F2 · derivative.exercise_date: Options became exercisable in 25% increments on the first, third, fifth and seventh anniversary dates of the grant. Read SEC document |
| November 11, 2003 Filed Nov 13, 2003 20:55 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 50,000 | $26.01 | $1,300,500.00 |
DisclosureSEC source: 0001140361-03-004271 · doc1.xml · nonDerivative · entry 2 PAULL MATTHEW H · CIK 0001179710 · Corp Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 11, 2003 Filed Nov 13, 2003 20:55 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 50,000 | $16.56 | $828,125.00 |
DisclosureSEC source: 0001140361-03-004271 · doc1.xml · nonDerivative · entry 1 PAULL MATTHEW H · CIK 0001179710 · Corp Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 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 |
| August 11, 2003 Filed Aug 12, 2003 16:46 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 19,600 | $14.97 Strike: $14.97 | $293,382.60 |
DisclosureSEC source: 0001140361-03-002754 · primary_doc.xml · derivative · entry 5 PAULL MATTHEW H · CIK 0001179710 · Corporate Exec Vice Pres and · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,600 shares Expires 2004-05-26 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 |
| August 11, 2003 Filed Aug 12, 2003 16:46 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 19,600 | $23.95 | $469,420.00 |
DisclosureSEC source: 0001140361-03-002754 · primary_doc.xml · nonDerivative · entry 2 PAULL MATTHEW H · CIK 0001179710 · Corporate Exec Vice Pres and · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 11, 2003 Filed Aug 12, 2003 16:46 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 19,600 | $14.97 | $293,382.60 |
DisclosureSEC source: 0001140361-03-002754 · primary_doc.xml · nonDerivative · entry 1 PAULL MATTHEW H · CIK 0001179710 · Corporate Exec Vice Pres and · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,600 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 11, 2003 Filed Aug 13, 2003 19:01 UTC Amendment | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 19,600 | $14.97 Strike: $14.97 | $293,382.60 |
DisclosureSEC source: 0001140361-03-002775 · primary_doc.xml · derivative · entry 5 PAULL MATTHEW H · CIK 0001179710 · Corp. Exec. V.P. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,600 shares Expires 2004-05-26 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 |
| August 11, 2003 Filed Aug 13, 2003 19:01 UTC Amendment | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 19,600 | $23.95 | $469,420.00 |
DisclosureSEC source: 0001140361-03-002775 · primary_doc.xml · nonDerivative · entry 2 PAULL MATTHEW H · CIK 0001179710 · Corp. Exec. V.P. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 11, 2003 Filed Aug 13, 2003 19:01 UTC Amendment | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 19,600 | $14.97 | $293,382.60 |
DisclosureSEC source: 0001140361-03-002775 · primary_doc.xml · nonDerivative · entry 1 PAULL MATTHEW H · CIK 0001179710 · Corp. Exec. V.P. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,600 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 |
| July 30, 2003 Filed Jul 31, 2003 21:04 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 20,000 | $14.97 Strike: $14.97 | $299,370.00 |
DisclosureSEC source: 0001015402-03-002999 · primary_doc.xml · derivative · entry 5 PAULL MATTHEW H · CIK 0001179710 · Corporate Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,600 Underlying: Common Stock · 20,000 shares Expires 2004-05-26 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 |
| July 30, 2003 Filed Jul 31, 2003 21:04 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 7,800 | $22.14 | $172,692.00 |
DisclosureSEC source: 0001015402-03-002999 · primary_doc.xml · nonDerivative · entry 4 PAULL MATTHEW H · CIK 0001179710 · Corporate Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · balance_after: Mr. Paull owns the following shares of Common Stock indirectly: 5,297 shares held in the Profit Sharing Plan and 8,361 shares in the Supplemental Profit Sharing Plan. Read SEC document |
| July 30, 2003 Filed Jul 31, 2003 21:04 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 8,000 | $22.17 | $177,360.00 |
DisclosureSEC source: 0001015402-03-002999 · primary_doc.xml · nonDerivative · entry 3 PAULL MATTHEW H · CIK 0001179710 · Corporate Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,800 Read SEC document |
| July 30, 2003 Filed Jul 31, 2003 21:04 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 4,200 | $22.19 | $93,198.00 |
DisclosureSEC source: 0001015402-03-002999 · primary_doc.xml · nonDerivative · entry 2 PAULL MATTHEW H · CIK 0001179710 · Corporate Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,800 Read SEC document |
| July 30, 2003 Filed Jul 31, 2003 21:04 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 20,000 | $14.97 | $299,370.00 |
DisclosureSEC source: 0001015402-03-002999 · primary_doc.xml · nonDerivative · entry 1 PAULL MATTHEW H · CIK 0001179710 · Corporate Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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.