Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CME GROUP INC.CME · Entity 2909 | Director | June 25, 2024 | June 26, 2024 |
| MCDONALDS CORPmcd · Entity 2849 | Director | December 31, 2003 | January 02, 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.
CME GROUP INC.
Report date June 25, 2024 · Filed June 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock Class ASEC Table I · non-derivative | Indirectby Trust | 18,189 |
Reported balance
After 2024-06-25 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-06-25 · Grant · Acquired 748 · Balance 18,189 F1: Granted pursuant to the CME Group Director Stock Plan, as amended and restated. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted pursuant to the CME Group Director Stock Plan, as amended and restated.
MCDONALDS CORP
Report date December 31, 2003 · Filed January 02, 2004
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 473 |
Reported balance
After 2003-12-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2003-12-31 · Grant · Acquired 473 · Balance 473 F1: Acqusition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F3: Exercisable upon retirement. |
| Common StockSEC Table I · non-derivative | IndirectTerry Savage Trust | 3,000 |
Reported balance
Holding disclosure · report date 2003-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Acqusition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis.
F2: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested.
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 |
|---|---|---|---|---|---|---|
| June 25, 2024 Filed Jun 26, 2024 20:46 UTC | CME GROUP INC. CME · Entity 2909 | GrantCommon Stock Class A | 748 | $194.10 | $145,186.80 |
DisclosureSEC source: 0001156375-24-000121 · wk-form4_1719449156.xml · nonDerivative · entry 1 SAVAGE TERRY L · CIK 0001094549 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 18,189 F1 · kind: Granted pursuant to the CME Group Director Stock Plan, as amended and restated. Read SEC document |
| May 13, 2024 Filed May 13, 2024 18:00 UTC | CME GROUP INC. CME · Entity 2909 | SaleCommon Stock Class A | 2,500 | $210.65 | $526,619.75 |
DisclosureSEC source: 0001156375-24-000078 · wk-form4_1715637617.xml · nonDerivative · entry 1 SAVAGE TERRY L · CIK 0001094549 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 17,441 Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 12:15 UTC | CME GROUP INC. CME · Entity 2909 | GrantCommon Stock Class A | 811 | $178.89 | $145,079.79 |
DisclosureSEC source: 0001156375-23-000097 · wf-form4_168796890718514.xml · nonDerivative · entry 1 SAVAGE TERRY L · CIK 0001094549 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 19,941 F1 · kind: Granted pursuant to the CME Group Director Stock Plan, as amended and restated. Read SEC document |
| June 27, 2022 Filed Jun 29, 2022 10:30 UTC | CME GROUP INC. CME · Entity 2909 | GrantCommon Stock Class A | 693 | $209.44 | $145,141.92 |
DisclosureSEC source: 0001156375-22-000193 · wf-form4_165651302964587.xml · nonDerivative · entry 1 SAVAGE TERRY L · CIK 0001094549 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 19,130 F1 · kind: Granted pursuant to the CME Group Director Stock Plan, as amended and restated. Read SEC document |
| January 25, 2022 Filed Jan 26, 2022 15:19 UTC | CME GROUP INC. CME · Entity 2909 | GrantCommon Stock Class A | 47 | $221.79 | $10,424.13 |
DisclosureSEC source: 0001156375-22-000022 · wf-form4_164322837322452.xml · nonDerivative · entry 1 SAVAGE TERRY L · CIK 0001094549 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 18,437 F1 · kind: Granted pursuant to the CME Group Director Stock Plan, as amended and restated. Read SEC document |
| June 25, 2021 Filed Jun 29, 2021 21:22 UTC | CME GROUP INC. CME · Entity 2909 | GrantCommon Stock Class A | 551 | $218.12 | $120,184.12 |
DisclosureSEC source: 0001156375-21-000085 · edgardoc.xml · nonDerivative · entry 1 SAVAGE TERRY L · CIK 0001094549 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 18,390 F1 · kind: Granted pursuant to the CME Group Director Stock Plan, as amended and restated. Read SEC document |
| June 25, 2020 Filed Jun 29, 2020 18:13 UTC | CME GROUP INC. CME · Entity 2909 | GrantCommon Stock Class A | 712 | $0.00 | $0.00 |
DisclosureSEC source: 0001156375-20-000065 · edgardoc.xml · nonDerivative · entry 1 SAVAGE TERRY L · CIK 0001094549 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 17,839 F1 · kind: Granted pursuant to the CME Group Director Stock Plan, as amended and restated. Read SEC document |
| June 25, 2019 Filed Jun 27, 2019 15:31 UTC | CME GROUP INC. CME · Entity 2909 | GrantCommon Stock Class A | 606 | $0.00 | $0.00 |
DisclosureSEC source: 0001156375-19-000069 · edgardoc.xml · nonDerivative · entry 1 SAVAGE TERRY L · CIK 0001094549 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 17,127 F1 · kind: Granted pursuant to the CME Group Director Stock Plan, as amended and restated. Read SEC document |
| September 25, 2018 Filed Sep 27, 2018 17:14 UTC | CME GROUP INC. CME · Entity 2909 | GrantCommon Stock Class A | 87 | $0.00 | $0.00 |
DisclosureSEC source: 0001156375-18-000116 · edgardoc.xml · nonDerivative · entry 1 SAVAGE TERRY L · CIK 0001094549 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 16,521 F1 · shares: Incremental grant made pursuant to the CME Group Director Stock Plan, as amended and restated, as a result of an increase to Board compensation. Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 13:42 UTC | CME GROUP INC. CME · Entity 2909 | GrantCommon Stock Class A | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001156375-18-000070 · edgardoc.xml · nonDerivative · entry 1 SAVAGE TERRY L · CIK 0001094549 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 16,434 F1 · kind: Granted pursuant to the CME Group Director Stock Plan, as amended and restated. Read SEC document |
| June 26, 2017 Filed Jun 27, 2017 17:59 UTC | CME GROUP INC. CME · Entity 2909 | GrantCommon Stock Class A | 809 | $0.00 | $0.00 |
DisclosureSEC source: 0001156375-17-000062 · edgardoc.xml · nonDerivative · entry 1 SAVAGE TERRY L · CIK 0001094549 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 15,833 F1 · kind: Granted pursuant to the CME Group Director Stock Plan, as amended and restated. Read SEC document |
| June 27, 2016 Filed Oct 28, 2016 13:45 UTC Amendment | CME GROUP INC. CME · Entity 2909 | GrantCommon Stock Class A | 1,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001156375-16-000249 · edgardoc.xml · nonDerivative · entry 1 SAVAGE TERRY L · CIK 0001094549 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 15,024 F1 · kind: Granted pursuant to the CME Group Director Stock Plan, as amended and restated. F2 · balance_after: This amendment is being filed to reflect the correct number of shares held indirectly by Ms. Savage is 15,024. Read SEC document |
| December 31, 2003 Filed Jan 2, 2004 18:04 UTC | MCDONALDS CORP mcd · Entity 2849 | GrantPhantom Stock · Derivative | 473 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-04-000024 · doc1.xml · derivative · entry 2 SAVAGE TERRY L · CIK 0001094549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 473 Underlying: Common Stock · 473 shares Expires not disclosed F1 · derivative.exercise_price: Acqusition of phantom stock pursuant to Directors' Stock Plan. The phantom stock converts to common stock on a one-for-one basis. F2 · kind: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation or dividends reinvested. F1 · price: Acqusition 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 01, 2003 Filed Dec 2, 2003 20:50 UTC | MCDONALDS CORP mcd · Entity 2849 | GrantPhantom Stock · Derivative | 722 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-03-004608 · doc1.xml · derivative · entry 2 SAVAGE TERRY L · CIK 0001094549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 722 Underlying: Common Stock · 722 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: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(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 |
| November 24, 2003 Filed Nov 25, 2003 21:47 UTC | MCDONALDS CORP mcd · Entity 2849 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,000 | $14.38 Strike: $14.38 | $28,750.00 |
DisclosureSEC source: 0001140361-03-004467 · doc1.xml · derivative · entry 4 SAVAGE TERRY L · CIK 0001094549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2005-01-19 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 33% increments on the first, second and third anniversary dates of the grant. Read SEC document |
| November 24, 2003 Filed Nov 25, 2003 21:47 UTC | MCDONALDS CORP mcd · Entity 2849 | SaleCommon Stock | 2,000 | $25.40 | $50,800.00 |
DisclosureSEC source: 0001140361-03-004467 · doc1.xml · nonDerivative · entry 2 SAVAGE TERRY L · CIK 0001094549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 24, 2003 Filed Nov 25, 2003 21:47 UTC | MCDONALDS CORP mcd · Entity 2849 | Exercise / conversionCommon Stock | 2,000 | $14.38 | $28,750.00 |
DisclosureSEC source: 0001140361-03-004467 · doc1.xml · nonDerivative · entry 1 SAVAGE TERRY L · CIK 0001094549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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 |
| September 30, 2003 Filed Oct 1, 2003 15:41 UTC | MCDONALDS CORP mcd · Entity 2849 | GrantPhantom Stock · Derivative | 627 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-03-003573 · doc1.xml · derivative · entry 1 SAVAGE TERRY L · CIK 0001094549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 627 Underlying: Common Stock · 627 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: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(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 |
| June 30, 2003 Filed Jul 1, 2003 16:18 UTC | MCDONALDS CORP mcd · Entity 2849 | GrantPhantom Stock · Derivative | 623 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-03-002247 · doc1.xml · derivative · entry 1 SAVAGE TERRY L · CIK 0001094549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 623 Underlying: Common Stock · 623 shares Expires 1988-08-08 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: Acquisition of phantom stock pursuant to Directors' Stock Plan in transaction exempt under Rule 16b-3(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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.