Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | Corp Sr Vice Pres, Controller | February 14, 2007 | February 16, 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.
MCDONALDS CORP
Report date February 14, 2007 · Filed February 16, 2007
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $45.02 · Expires 2017-02-14 | Direct | 8,745 |
Reported balance
After 2007-02-14 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2007-02-14 · Grant · Acquired 8,745 · Balance 8,745 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 2010-02-14 | Direct | 2,916 |
Reported balance
After 2007-02-14 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2007-02-14 · Grant · Acquired 2,916 · Balance 2,916 F2: 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. |
| Common StockSEC Table I · non-derivative | Direct | 5,165 |
Reported balance
Holding disclosure · report date 2007-02-14 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,165 |
| Common StockSEC Table I · non-derivative | IndirectProfit Sharing Plan | 11,436 |
Reported balance
Holding disclosure · report date 2007-02-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 11,436 |
| Common StockSEC Table I · non-derivative | IndirectNon-Qualified Benefit Plan | 1,043 |
Reported balance
Holding disclosure · report date 2007-02-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,043 |
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: 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.
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 |
|---|---|---|---|---|---|---|
| November 12, 2003 Filed Nov 13, 2003 20:58 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 5,000 | $26.30 | $131,500.00 |
DisclosureSEC source: 0001140361-03-004273 · doc1.xml · nonDerivative · entry 2 POJMAN DAVID M · CIK 0001179711 · Corp Sr Vice Pres, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,976 Read SEC document |
| November 12, 2003 Filed Nov 13, 2003 20:58 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 5,000 | $16.56 | $82,812.50 |
DisclosureSEC source: 0001140361-03-004273 · doc1.xml · nonDerivative · entry 1 POJMAN DAVID M · CIK 0001179711 · Corp Sr Vice Pres, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,976 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 |
| October 28, 2003 Filed Oct 29, 2003 21:41 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 5,319 | $24.49 | $130,262.31 |
DisclosureSEC source: 0001140361-03-003989 · doc1.xml · nonDerivative · entry 3 POJMAN DAVID M · CIK 0001179711 · Corp Sr Vice Pres, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,976 Read SEC document |
| October 27, 2003 Filed Oct 29, 2003 21:41 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 6,000 | $14.97 Strike: $14.97 | $89,811.00 |
DisclosureSEC source: 0001140361-03-003989 · doc1.xml · derivative · entry 4 POJMAN DAVID M · CIK 0001179711 · Corp Sr Vice Pres, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 6,000 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 |
| October 27, 2003 Filed Oct 29, 2003 21:41 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 681 | $24.34 | $16,575.54 |
DisclosureSEC source: 0001140361-03-003989 · doc1.xml · nonDerivative · entry 2 POJMAN DAVID M · CIK 0001179711 · Corp Sr Vice Pres, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,295 F1 · kind: Mr. Pojman exercised a stock option for 6,000 shares. He surrendered 681 shars to pay the tax withholding obligations related to the option exercise. Read SEC document |
| October 27, 2003 Filed Oct 29, 2003 21:41 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 6,000 | $14.97 | $89,811.00 |
DisclosureSEC source: 0001140361-03-003989 · doc1.xml · nonDerivative · entry 1 POJMAN DAVID M · CIK 0001179711 · Corp Sr Vice Pres, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,976 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.