person · Reporting owner
ROBERTS MICHAEL JAMES
Disclosed activity across 3 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lumen Technologies, Inc.LUMN · Entity 3749 | Director | May 17, 2023 | May 19, 2023 |
| MCDONALDS CORPMCD · Entity 2849 | Director · President and COO | July 31, 2006 | August 02, 2006 |
| W.W. GRAINGER, INC.GWW · Entity 2997 | Director | March 01, 2023 | March 02, 2023 |
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.
Lumen Technologies, Inc.
Report date May 17, 2023 · Filed May 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 199,056 |
Reported balance
After 2023-05-17 transaction · row 1
1 source rowRow 1 · 2023-05-17 · Grant · Acquired 85,605 · Balance 199,056 F1: This grant of restricted stock will vest on May 17, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: This grant of restricted stock will vest on May 17, 2024.
MCDONALDS CORP
Report date July 31, 2006 · Filed August 02, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 724 |
Ending reported balance
After 2006-07-31 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2006-07-31 · Exercise / conversion · Acquired 52,250 · Balance 52,974 Row 2 · 2006-07-31 · Sale · Disposed 22,300 · Balance 30,674 Row 3 · 2006-07-31 · Sale · Disposed 4,850 · Balance 25,824 Row 4 · 2006-07-31 · Sale · Disposed 10,500 · Balance 15,324 Row 5 · 2006-07-31 · Sale · Disposed 800 · Balance 14,524 Row 6 · 2006-07-31 · Sale · Disposed 11,800 · Balance 2,724 Row 7 · 2006-07-31 · Sale · Disposed 1,400 · Balance 1,324 Row 8 · 2006-07-31 · Sale · Disposed 600 · Balance 724 |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.50 · Expires 2007-03-18 | Direct | 0 |
Reported balance
After 2006-07-31 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2006-07-31 · Exercise / conversion · Disposed 52,250 · Balance 0 F1: Options became exercisable in 25% increments on the first, third, fifth and seventh anniversary dates of the grant. |
| Common StockSEC Table I · non-derivative | IndirectBy Daughters | 200 |
Reported balance
Holding disclosure · report date 2006-07-31 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 200 |
| Common StockSEC Table I · non-derivative | IndirectProfit Sharing Plan | 27,909 |
Reported balance
Holding disclosure · report date 2006-07-31 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 27,909 |
| Common StockSEC Table I · non-derivative | IndirectNon-Qualified Benefit Plan | 21,357 |
Reported balance
Holding disclosure · report date 2006-07-31 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 21,357 |
Filing footnotes · ownership attribution and instrument terms
F1: Options became exercisable in 25% increments on the first, third, fifth and seventh anniversary dates of the grant.
W.W. GRAINGER, INC.
Report date March 01, 2023 · Filed March 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 25,918 |
Reported balance
After 2023-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-01 · Grant · Acquired 66 · Balance 25,918 F1: 1-for-1 F2: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. |
| Common StockSEC Table I · non-derivative | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,000 |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1
F2: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director.
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 |
|---|---|---|---|---|---|---|
| June 01, 2017 Filed Jun 2, 2017 14:29 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantStock Units · Derivative | 145 | $172.28 | $24,980.60 |
DisclosureSEC source: 0001209191-17-037016 · doc4.xml · derivative · entry 2 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,561 Underlying: Common Stock · 145 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| May 25, 2017 Filed May 26, 2017 21:29 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 5,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035961 · doc4.xml · nonDerivative · entry 1 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,512 F1 · kind: This grant of restricted stock will vest on May 25, 2018. Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 18:26 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantStock Units · Derivative | 1,157 | $193.36 | $223,717.52 |
DisclosureSEC source: 0001209191-17-028651 · doc4.xml · derivative · entry 2 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,416 Underlying: Common Stock · 1,157 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| March 17, 2017 Filed Mar 24, 2017 21:04 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantPhantom Stock · Derivative | 128 | $23.60 | $3,020.80 |
DisclosureSEC source: 0001209191-17-022794 · doc4.xml · derivative · entry 1 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,695 Underlying: Common Stock · 128 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the fair market value of one share of Issuer's common stock, payable to the Reporting Person in cash as soon as practicable following the end of his service as director or otherwise in accordance with the terms of the legacy Qwest Deferred Compensation Plan for Non-Employee Directors. F1 · derivative.exercise_date: Each share of phantom stock represents the right to receive the fair market value of one share of Issuer's common stock, payable to the Reporting Person in cash as soon as practicable following the end of his service as director or otherwise in accordance with the terms of the legacy Qwest Deferred Compensation Plan for Non-Employee Directors. F1 · derivative.expiration_date: Each share of phantom stock represents the right to receive the fair market value of one share of Issuer's common stock, payable to the Reporting Person in cash as soon as practicable following the end of his service as director or otherwise in accordance with the terms of the legacy Qwest Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 18:50 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantStock Units · Derivative | 89 | $247.96 | $22,068.44 |
DisclosureSEC source: 0001209191-17-016380 · doc4.xml · derivative · entry 2 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,259 Underlying: Common Stock · 89 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 22:00 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantPhantom Stock · Derivative | 122 | $24.06 | $2,935.32 |
DisclosureSEC source: 0001209191-16-155195 · doc4.xml · derivative · entry 1 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,567 Underlying: Common Stock · 122 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the fair market value of one share of Issuer's common stock, payable to the Reporting Person in cash as soon as practicable following the end of his service as director or otherwise in accordance with the terms of the legacy Qwest Deferred Compensation Plan for Non-Employee Directors. F1 · derivative.exercise_date: Each share of phantom stock represents the right to receive the fair market value of one share of Issuer's common stock, payable to the Reporting Person in cash as soon as practicable following the end of his service as director or otherwise in accordance with the terms of the legacy Qwest Deferred Compensation Plan for Non-Employee Directors. F1 · derivative.expiration_date: Each share of phantom stock represents the right to receive the fair market value of one share of Issuer's common stock, payable to the Reporting Person in cash as soon as practicable following the end of his service as director or otherwise in accordance with the terms of the legacy Qwest Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 01, 2016 Filed Dec 1, 2016 21:54 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantStock Units · Derivative | 96 | $230.57 | $22,134.72 |
DisclosureSEC source: 0001209191-16-152683 · doc4.xml · derivative · entry 2 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,170 Underlying: Common Stock · 96 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following termination of service as a director. F2 · derivative.expiration_date: The stock units are expected to settle in shares of common stock on a one-for-one basis following termination of service as a director. Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 21:36 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantPhantom Stock · Derivative | 106 | $27.10 | $2,872.60 |
DisclosureSEC source: 0001209191-16-142052 · doc4.xml · derivative · entry 1 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,445 Underlying: Common Stock · 106 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive the fair market value of one share of Issuer's common stock, payable to the Reporting Person in cash as soon as practicable following the end of his service as director or otherwise in accordance with the terms of the legacy Qwest Deferred Compensation Plan for Non-Employee Directors. F1 · derivative.exercise_date: Each share of phantom stock represents the right to receive the fair market value of one share of Issuer's common stock, payable to the Reporting Person in cash as soon as practicable following the end of his service as director or otherwise in accordance with the terms of the legacy Qwest Deferred Compensation Plan for Non-Employee Directors. F1 · derivative.expiration_date: Each share of phantom stock represents the right to receive the fair market value of one share of Issuer's common stock, payable to the Reporting Person in cash as soon as practicable following the end of his service as director or otherwise in accordance with the terms of the legacy Qwest Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| July 31, 2006 Filed Aug 2, 2006 13:41 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 52,250 | $23.50 Strike: $23.50 | $1,227,875.00 |
DisclosureSEC source: 0001140361-06-010948 · doc1.xml · derivative · entry 12 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 52,250 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 became exercisable in 25% increments on the first, third, fifth and seventh anniversary dates of the grant. Read SEC document |
| July 31, 2006 Filed Aug 2, 2006 13:41 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 600 | $35.46 | $21,276.00 |
DisclosureSEC source: 0001140361-06-010948 · doc1.xml · nonDerivative · entry 8 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 724 Read SEC document |
| July 31, 2006 Filed Aug 2, 2006 13:41 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,400 | $35.45 | $49,630.00 |
DisclosureSEC source: 0001140361-06-010948 · doc1.xml · nonDerivative · entry 7 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,324 Read SEC document |
| July 31, 2006 Filed Aug 2, 2006 13:41 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 11,800 | $35.44 | $418,192.00 |
DisclosureSEC source: 0001140361-06-010948 · doc1.xml · nonDerivative · entry 6 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,724 Read SEC document |
| July 31, 2006 Filed Aug 2, 2006 13:41 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 800 | $35.43 | $28,344.00 |
DisclosureSEC source: 0001140361-06-010948 · doc1.xml · nonDerivative · entry 5 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,524 Read SEC document |
| July 31, 2006 Filed Aug 2, 2006 13:41 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 10,500 | $35.42 | $371,910.00 |
DisclosureSEC source: 0001140361-06-010948 · doc1.xml · nonDerivative · entry 4 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,324 Read SEC document |
| July 31, 2006 Filed Aug 2, 2006 13:41 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 4,850 | $35.41 | $171,738.50 |
DisclosureSEC source: 0001140361-06-010948 · doc1.xml · nonDerivative · entry 3 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,824 Read SEC document |
| July 31, 2006 Filed Aug 2, 2006 13:41 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 22,300 | $35.40 | $789,420.00 |
DisclosureSEC source: 0001140361-06-010948 · doc1.xml · nonDerivative · entry 2 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,674 Read SEC document |
| July 31, 2006 Filed Aug 2, 2006 13:41 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 52,250 | $23.50 | $1,227,875.00 |
DisclosureSEC source: 0001140361-06-010948 · doc1.xml · nonDerivative · entry 1 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,974 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, 2006 Filed Feb 16, 2006 22:19 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 34,369 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-06-002634 · doc1.xml · derivative · entry 6 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,369 Underlying: Common Stock · 34,369 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 22:19 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 103,051 | $36.37 Strike: $36.37 | $3,747,964.87 |
DisclosureSEC source: 0001140361-06-002634 · doc1.xml · derivative · entry 5 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,051 Underlying: Common Stock · 103,051 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 |
| September 12, 2005 Filed Sep 14, 2005 15:09 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 50,000 | $24.63 Strike: $24.63 | $1,231,250.00 |
DisclosureSEC source: 0001140361-05-007386 · doc1.xml · derivative · entry 6 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 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 became exercisable in 25% increments on the first, third, fifth and seventh anniversary dates of the grant. Read SEC document |
| September 12, 2005 Filed Sep 14, 2005 15:09 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 50,000 | $33.81 | $1,690,500.00 |
DisclosureSEC source: 0001140361-05-007386 · doc1.xml · nonDerivative · entry 2 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 724 Read SEC document |
| September 12, 2005 Filed Sep 14, 2005 15:09 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 50,000 | $24.63 | $1,231,250.00 |
DisclosureSEC source: 0001140361-05-007386 · doc1.xml · nonDerivative · entry 1 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,724 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 04, 2005 Filed May 5, 2005 16:08 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-05-003410 · doc1.xml · nonDerivative · entry 3 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 724 Read SEC document |
| May 03, 2005 Filed May 5, 2005 16:08 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,000 | $18.13 Strike: $18.13 | $36,250.00 |
DisclosureSEC source: 0001140361-05-003410 · doc1.xml · derivative · entry 7 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 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 became exercisable in 25% increments on the first, third, fifth and seventh anniversary dates of the grant. Read SEC document |
| May 03, 2005 Filed May 5, 2005 16:08 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 2,000 | $29.98 | $59,960.00 |
DisclosureSEC source: 0001140361-05-003410 · doc1.xml · nonDerivative · entry 2 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 891 Read SEC document |
| May 03, 2005 Filed May 5, 2005 16:08 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,000 | $18.13 | $36,250.00 |
DisclosureSEC source: 0001140361-05-003410 · doc1.xml · nonDerivative · entry 1 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,891 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 07, 2004 Filed Jan 27, 2005 22:01 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 804 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-05-000702 · doc1.xml · nonDerivative · entry 2 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 891 Read SEC document |
| December 06, 2004 Filed Jan 27, 2005 22:01 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 804 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-05-000702 · doc1.xml · nonDerivative · entry 1 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,695 Read SEC document |
| December 01, 2004 Filed Dec 3, 2004 20:05 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 30,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-006782 · doc1.xml · derivative · entry 6 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2007-12-01 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 |
| December 01, 2004 Filed Dec 3, 2004 20:05 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 175,000 | $31.21 Strike: $31.21 | $5,461,750.00 |
DisclosureSEC source: 0001140361-04-006782 · doc1.xml · derivative · entry 5 ROBERTS MICHAEL JAMES · CIK 0001269959 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 175,000 shares Expires 2014-12-01 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 |
| October 22, 2004 Filed Oct 25, 2004 18:17 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 36,000 | $16.56 Strike: $16.56 | $596,250.00 |
DisclosureSEC source: 0001140361-04-005878 · doc1.xml · derivative · entry 7 ROBERTS MICHAEL JAMES · CIK 0001269959 · CEO, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,000 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 became exercisable in 25% increments on the first, third, fifth and seventh anniversary dates of the grant. Read SEC document |
| October 22, 2004 Filed Oct 25, 2004 18:17 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 600 | $28.72 | $17,232.00 |
DisclosureSEC source: 0001140361-04-005878 · doc1.xml · nonDerivative · entry 3 ROBERTS MICHAEL JAMES · CIK 0001269959 · CEO, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,499 Read SEC document |
| October 22, 2004 Filed Oct 25, 2004 18:17 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 35,400 | $28.67 | $1,014,918.00 |
DisclosureSEC source: 0001140361-04-005878 · doc1.xml · nonDerivative · entry 2 ROBERTS MICHAEL JAMES · CIK 0001269959 · CEO, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,099 Read SEC document |
| October 22, 2004 Filed Oct 25, 2004 18:17 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 36,000 | $16.56 | $596,250.00 |
DisclosureSEC source: 0001140361-04-005878 · doc1.xml · nonDerivative · entry 1 ROBERTS MICHAEL JAMES · CIK 0001269959 · CEO, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,499 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 |
| July 14, 2004 Filed Jul 16, 2004 17:53 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 30,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-004111 · doc1.xml · derivative · entry 5 ROBERTS MICHAEL JAMES · CIK 0001269959 · CEO, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2008-07-14 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. 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 |
| May 20, 2004 Filed May 21, 2004 19:04 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 62,500 | $25.31 Strike: $25.31 | $1,581,875.00 |
DisclosureSEC source: 0001140361-04-003174 · doc1.xml · derivative · entry 5 ROBERTS MICHAEL JAMES · CIK 0001269959 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,500 Underlying: Common Stock · 62,500 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 |
| May 11, 2004 Filed May 12, 2004 19:14 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 22,000 | $14.97 Strike: $14.97 | $329,307.00 |
DisclosureSEC source: 0001140361-04-003030 · doc1.xml · derivative · entry 6 ROBERTS MICHAEL JAMES · CIK 0001269959 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,000 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. F1 · derivative.exercise_date: Options became exercisable in 25% increments on the first, third, fifth and seventh anniversary dates of the grant. Read SEC document |
| May 11, 2004 Filed May 12, 2004 19:14 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 22,000 | $26.51 | $583,220.00 |
DisclosureSEC source: 0001140361-04-003030 · doc1.xml · nonDerivative · entry 2 ROBERTS MICHAEL JAMES · CIK 0001269959 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,674 Read SEC document |
| May 11, 2004 Filed May 12, 2004 19:14 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 22,000 | $14.97 | $329,307.00 |
DisclosureSEC source: 0001140361-04-003030 · doc1.xml · nonDerivative · entry 1 ROBERTS MICHAEL JAMES · CIK 0001269959 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,674 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 17, 2004 Filed May 21, 2004 19:04 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 175 | $28.70 | $5,022.50 |
DisclosureSEC source: 0001140361-04-003174 · doc1.xml · nonDerivative · entry 1 ROBERTS MICHAEL JAMES · CIK 0001269959 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,499 Read SEC document |
| February 16, 2004 Filed Feb 17, 2004 21:58 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 62,500 | $26.63 Strike: $26.63 | $1,664,375.00 |
DisclosureSEC source: 0001140361-04-001347 · doc1.xml · derivative · entry 5 ROBERTS MICHAEL JAMES · CIK 0001269959 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,500 Underlying: Common Stock · 62,500 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 |
| December 15, 2003 Filed Feb 5, 2004 16:06 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 1,000 | $25.42 | $25,420.00 |
DisclosureSEC source: 0001140361-04-000858 · doc1.xml · nonDerivative · entry 3 ROBERTS MICHAEL JAMES · CIK 0001269959 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,674 Read SEC document |
| November 10, 2003 Filed Nov 12, 2003 22:19 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 22,000 | $14.97 Strike: $14.97 | $329,307.00 |
DisclosureSEC source: 0001140361-03-004254 · doc1.xml · derivative · entry 6 ROBERTS MICHAEL JAMES · CIK 0001269959 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,000 Underlying: Common Stock · 22,000 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. F1 · 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 10, 2003 Filed Nov 12, 2003 22:19 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 22,000 | $26.07 | $573,540.00 |
DisclosureSEC source: 0001140361-03-004254 · doc1.xml · nonDerivative · entry 2 ROBERTS MICHAEL JAMES · CIK 0001269959 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,119 Read SEC document |
| November 10, 2003 Filed Nov 12, 2003 22:19 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 22,000 | $14.97 | $329,307.00 |
DisclosureSEC source: 0001140361-03-004254 · doc1.xml · nonDerivative · entry 1 ROBERTS MICHAEL JAMES · CIK 0001269959 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,119 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 27, 2003 Filed Feb 5, 2004 16:06 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 425 | $24.25 | $10,306.25 |
DisclosureSEC source: 0001140361-04-000858 · doc1.xml · nonDerivative · entry 2 ROBERTS MICHAEL JAMES · CIK 0001269959 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,674 Read SEC document |
| May 08, 2003 Filed Feb 5, 2004 16:06 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 20 | $17.25 | $345.00 |
DisclosureSEC source: 0001140361-04-000858 · doc1.xml · nonDerivative · entry 1 ROBERTS MICHAEL JAMES · CIK 0001269959 · President, McDonald's USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,099 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.