Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | Director | March 31, 2004 | April 01, 2004 |
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 March 31, 2004 · Filed April 01, 2004
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 15 |
Reported balance
After 2004-03-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2004-03-31 · Grant · Acquired 15 · Balance 15 F1: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2: Acquistion of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Includes an adjustment to reflect dividend reinvestment. F3: Exercisable upon retirement. |
| Common StockSEC Table I · non-derivative | Direct | 84,926 |
Reported balance
Holding disclosure · report date 2004-03-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 84,926 |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis.
F2: Acquistion of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Includes an adjustment to reflect dividend reinvestment.
F3: Exercisable upon retirement.
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 |
|---|---|---|---|---|---|---|
| March 31, 2004 Filed Apr 1, 2004 20:55 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 15 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-002191 · doc1.xml · derivative · entry 2 THURSTON ROBERT N · CIK 0001179817 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15 Underlying: Common Stock · 15 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquistion of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Includes an adjustment to reflect dividend reinvestment. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| December 02, 2003 Filed Jan 16, 2004 16:48 UTC | MCDONALDS CORP MCD · Entity 2849 | GiftCommon Stock | 1,600 | $26.48 | $42,368.00 |
DisclosureSEC source: 0001140361-04-000363 · doc1.xml · nonDerivative · entry 1 THURSTON ROBERT N · CIK 0001179817 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,926 Read SEC document |
| December 01, 2003 Filed Dec 2, 2003 20:47 UTC | MCDONALDS CORP mcd · Entity 2849 | GrantPhantom Stock · Derivative | 890 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-03-004606 · doc1.xml · derivative · entry 2 THURSTON ROBERT N · CIK 0001179817 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 890 Underlying: Common Stock · 890 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisiton of phanton stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16-b3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acquisition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F3 · derivative.exercise_date: Exercisable upon retirement. F3 · derivative.expiration_date: Exercisable upon retirement. Read SEC document |
| May 22, 2003 Filed May 23, 2003 16:33 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 5,000 | $17.50 Strike: $17.50 | $87,500.00 |
DisclosureSEC source: 0001140361-03-001697 · doc1.xml · derivative · entry 1 THURSTON ROBERT N · CIK 0001179817 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2013-05-22 F1 · derivative.exercise_date: Options become exercisable in 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.