Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | Director · Chairman and CEO | February 18, 2004 | February 19, 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 February 18, 2004 · Filed February 19, 2004
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 375,521 |
Ending reported balance
After 2004-02-18 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2004-02-18 · Sale · Disposed 1,555 · Balance 398,221 Row 2 · 2004-02-18 · Sale · Disposed 1,700 · Balance 396,521 Row 3 · 2004-02-18 · Sale · Disposed 21,000 · Balance 375,521 |
| Common StockSEC Table I · non-derivative | IndirectProfit Sharing Plan | 8,856 |
Reported balance
Holding disclosure · report date 2004-02-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 8,856 |
| Common StockSEC Table I · non-derivative | IndirectNon-Qualified Benefit Plan | 19 |
Reported balance
Holding disclosure · report date 2004-02-18 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 19 |
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 18, 2004 Filed Feb 19, 2004 16:34 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 21,000 | $26.95 | $565,950.00 |
DisclosureSEC source: 0001140361-04-001417 · doc1.xml · nonDerivative · entry 3 CANTALUPO JAMES R · CIK 0001012325 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,521 Read SEC document |
| February 18, 2004 Filed Feb 19, 2004 16:34 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,700 | $26.97 | $45,849.00 |
DisclosureSEC source: 0001140361-04-001417 · doc1.xml · nonDerivative · entry 2 CANTALUPO JAMES R · CIK 0001012325 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,521 Read SEC document |
| February 18, 2004 Filed Feb 19, 2004 16:34 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 1,555 | $26.96 | $41,922.80 |
DisclosureSEC source: 0001140361-04-001417 · doc1.xml · nonDerivative · entry 1 CANTALUPO JAMES R · CIK 0001012325 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398,221 Read SEC document |
| February 16, 2004 Filed Feb 18, 2004 18:44 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantRestricted Stock Units · Derivative | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-001384 · doc1.xml · derivative · entry 5 CANTALUPO JAMES R · CIK 0001012325 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2007-02-16 F2 · derivative.exercise_price: Restricted Stock Units (RSUs) are granted under the Company's 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 · price: Restricted Stock Units (RSUs) are granted under the Company's 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.expiration_date: Restricted Stock Units (RSUs) are granted under the Company's 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, 2004 Filed Feb 18, 2004 18:44 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantOptions (Right to Buy) · Derivative | 200,000 | $26.63 Strike: $26.63 | $5,326,000.00 |
DisclosureSEC source: 0001140361-04-001384 · doc1.xml · derivative · entry 4 CANTALUPO JAMES R · CIK 0001012325 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 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 |
| January 28, 2004 Filed Jan 30, 2004 16:03 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 176,000 | $14.97 Strike: $14.97 | $2,634,456.00 |
DisclosureSEC source: 0001140361-04-000582 · doc1.xml · derivative · entry 5 CANTALUPO JAMES R · CIK 0001012325 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 176,000 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 |
| January 28, 2004 Filed Jan 30, 2004 16:03 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 126,596 | $24.86 | $3,147,176.56 |
DisclosureSEC source: 0001140361-04-000582 · doc1.xml · nonDerivative · entry 2 CANTALUPO JAMES R · CIK 0001012325 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 399,776 F1 · kind: Mr. Cantalupo exercised a stock option for 176,000 shares. He surrendered 126,596 shares to pay the exercise price and the tax withholding obligations related to the option exercise. Read SEC document |
| January 28, 2004 Filed Jan 30, 2004 16:03 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 176,000 | $14.97 | $2,634,456.00 |
DisclosureSEC source: 0001140361-04-000582 · doc1.xml · nonDerivative · entry 1 CANTALUPO JAMES R · CIK 0001012325 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 526,372 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 24, 2003 Filed Oct 27, 2003 20:26 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 88,000 | $14.97 Strike: $14.97 | $1,317,228.00 |
DisclosureSEC source: 0001140361-03-003947 · doc1.xml · derivative · entry 5 CANTALUPO JAMES R · CIK 0001012325 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,000 Underlying: Common Stock · 88,000 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 24, 2003 Filed Oct 27, 2003 20:26 UTC | MCDONALDS CORP MCD · Entity 2849 | Tax withholdingCommon Stock | 64,638 | $24.00 | $1,551,312.00 |
DisclosureSEC source: 0001140361-03-003947 · doc1.xml · nonDerivative · entry 2 CANTALUPO JAMES R · CIK 0001012325 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,372 F1 · kind: Mr. Cantalupo exercised a stock option for 88,000 shares. He surrendered 64,638 shares to pay the exercise price and the tax withholding obligations related to the option exercise. Read SEC document |
| October 24, 2003 Filed Oct 27, 2003 20:26 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 88,000 | $14.97 | $1,317,228.00 |
DisclosureSEC source: 0001140361-03-003947 · doc1.xml · nonDerivative · entry 1 CANTALUPO JAMES R · CIK 0001012325 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 415,010 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 20:43 UTC | MCDONALDS CORP mcd · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 88,000 | $14.97 Strike: $14.97 | $1,317,228.00 |
DisclosureSEC source: 0001015402-03-002997 · primary_doc.xml · derivative · entry 3 CANTALUPO JAMES R · CIK 0001012325 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,000 Underlying: Common Stock · 880,000 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. F3 · 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 20:43 UTC | MCDONALDS CORP mcd · Entity 2849 | Tax withholdingCommon Stock | 67,777 | $22.20 | $1,504,649.40 |
DisclosureSEC source: 0001015402-03-002997 · primary_doc.xml · nonDerivative · entry 2 CANTALUPO JAMES R · CIK 0001012325 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,010 F1 · kind: Mr. Cantalupo exercised a stock option for 88,000 shares. He surrendered 67,777 shares to pay the exercise price and the tax withholding obligations related to the option exercise. F2 · balance_after: Mr. Cantalupo owns the following shares of Common Stock indirectly: 8,830 shares held in the Profit Sharing Plan and 18 shares held in the Supplemental Profit Sharing Plan. Read SEC document |
| July 30, 2003 Filed Jul 31, 2003 20:43 UTC | MCDONALDS CORP mcd · Entity 2849 | Exercise / conversionCommon Stock | 88,000 | $14.97 | $1,317,228.00 |
DisclosureSEC source: 0001015402-03-002997 · primary_doc.xml · nonDerivative · entry 1 CANTALUPO JAMES R · CIK 0001012325 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394,787 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.