Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | President, McDonald's Europe | February 16, 2005 | February 18, 2005 |
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 16, 2005 · Filed February 18, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.60 · Expires 2015-02-16 | Direct | 36,799 |
Reported balance
After 2005-02-16 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2005-02-16 · Grant · Acquired 36,799 · Balance 36,799 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 2008-02-16 | Direct | 12,270 |
Reported balance
After 2005-02-16 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2005-02-16 · Grant · Acquired 12,270 · Balance 12,270 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. F3: Performance based on diluted earnings per share growth. |
| Common StockSEC Table I · non-derivative | Direct | 12,496 |
Reported balance
Holding disclosure · report date 2005-02-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 12,496 |
| Common StockSEC Table I · non-derivative | IndirectProfit Sharing Plan | 31,071 |
Reported balance
Holding disclosure · report date 2005-02-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 31,071 |
| Common StockSEC Table I · non-derivative | IndirectNon-Qualified Benefit Plan | 5,246 |
Reported balance
Holding disclosure · report date 2005-02-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,246 |
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.
F3: Performance based on diluted earnings per share growth.
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 16, 2005 Filed Feb 18, 2005 20:28 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 12,270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-05-001501 · doc1.xml · derivative · entry 5 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,270 Underlying: Common Stock · 12,270 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 20:28 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 36,799 | $32.60 Strike: $32.60 | $1,199,647.40 |
DisclosureSEC source: 0001140361-05-001501 · doc1.xml · derivative · entry 4 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,799 Underlying: Common Stock · 36,799 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 22:16 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 21,000 | $14.31 Strike: $14.31 | $300,510.00 |
DisclosureSEC source: 0001140361-04-006914 · doc1.xml · derivative · entry 11 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,000 Underlying: Common Stock · 21,000 shares Expires 2013-03-18 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. 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 |
| December 10, 2004 Filed Dec 13, 2004 22:16 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 44,000 | $23.50 Strike: $23.50 | $1,034,000.00 |
DisclosureSEC source: 0001140361-04-006914 · doc1.xml · derivative · entry 10 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 44,000 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 became 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 22:16 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 28,000 | $24.63 Strike: $24.63 | $689,500.00 |
DisclosureSEC source: 0001140361-04-006914 · doc1.xml · derivative · entry 9 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,000 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 |
| December 10, 2004 Filed Dec 13, 2004 22:16 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 44,000 | $31.70 | $1,394,800.00 |
DisclosureSEC source: 0001140361-04-006914 · doc1.xml · nonDerivative · entry 5 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,252 Read SEC document |
| December 10, 2004 Filed Dec 13, 2004 22:16 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 49,000 | $31.45 | $1,541,133.30 |
DisclosureSEC source: 0001140361-04-006914 · doc1.xml · nonDerivative · entry 4 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,252 Read SEC document |
| December 10, 2004 Filed Dec 13, 2004 22:16 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 21,000 | $14.31 | $300,510.00 |
DisclosureSEC source: 0001140361-04-006914 · doc1.xml · nonDerivative · entry 3 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,252 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 10, 2004 Filed Dec 13, 2004 22:16 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 44,000 | $23.50 | $1,034,000.00 |
DisclosureSEC source: 0001140361-04-006914 · doc1.xml · nonDerivative · entry 2 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,252 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 10, 2004 Filed Dec 13, 2004 22:16 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 28,000 | $24.63 | $689,500.00 |
DisclosureSEC source: 0001140361-04-006914 · doc1.xml · nonDerivative · entry 1 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,252 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 |
| November 02, 2004 Filed Nov 3, 2004 17:43 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,000 | $18.13 Strike: $18.13 | $36,250.00 |
DisclosureSEC source: 0001140361-04-006146 · doc1.xml · derivative · entry 7 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 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 |
| November 02, 2004 Filed Nov 3, 2004 17:43 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 20,000 | $16.56 Strike: $16.56 | $331,250.00 |
DisclosureSEC source: 0001140361-04-006146 · doc1.xml · derivative · entry 6 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 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 |
| November 02, 2004 Filed Nov 3, 2004 17:43 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 22,000 | $29.47 | $648,280.60 |
DisclosureSEC source: 0001140361-04-006146 · doc1.xml · nonDerivative · entry 3 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,252 Read SEC document |
| November 02, 2004 Filed Nov 3, 2004 17:43 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 20,000 | $16.56 | $331,250.00 |
DisclosureSEC source: 0001140361-04-006146 · doc1.xml · nonDerivative · entry 1 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,252 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 22, 2004 Filed Dec 13, 2004 22:16 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-04-006914 · doc1.xml · nonDerivative · entry 6 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,496 Read SEC document |
| May 20, 2004 Filed May 21, 2004 19:38 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 40,000 | $25.31 Strike: $25.31 | $1,012,400.00 |
DisclosureSEC source: 0001140361-04-003192 · doc1.xml · derivative · entry 4 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 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 16, 2004 Filed Feb 18, 2004 21:07 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 40,000 | $26.63 Strike: $26.63 | $1,065,200.00 |
DisclosureSEC source: 0001140361-04-001394 · doc1.xml · derivative · entry 4 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2014-02-16 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 |
| November 11, 2003 Filed Nov 12, 2003 16:40 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 14,850 | $14.97 Strike: $14.97 | $222,282.23 |
DisclosureSEC source: 0001140361-03-004239 · doc1.xml · derivative · entry 6 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,850 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 11, 2003 Filed Nov 12, 2003 16:40 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 14,850 | $26.08 | $387,288.00 |
DisclosureSEC source: 0001140361-03-004239 · doc1.xml · nonDerivative · entry 2 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,221 Read SEC document |
| November 11, 2003 Filed Nov 12, 2003 16:40 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 14,850 | $14.97 | $222,282.23 |
DisclosureSEC source: 0001140361-03-004239 · doc1.xml · nonDerivative · entry 1 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,071 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 |
| November 02, 2003 Filed Nov 3, 2004 17:43 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 2,000 | $18.13 | $36,250.00 |
DisclosureSEC source: 0001140361-04-006146 · doc1.xml · nonDerivative · entry 2 SMYTH RUSSELL P · CIK 0001215318 · President, McDonald's Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,252 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.