Form 4 for MCD McDonald's
Accepted 2022-02-16 00:00:00 ET · period of report 2022-02-14 · accession 0001567619-22-004735 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2022-02-16 | 2022-02-14 | MCD | Hoovel Catherine A. | SVP - Corp. Ctrl | M - OptEx | $0.00 | +410 | 1,301 | +46% | $0 |
| D | 2022-02-16 | 2022-02-14 | MCD | Hoovel Catherine A. | SVP - Corp. Ctrl | X - OptEx | $0.00 | +31 | 1,332 | +2% | $0 |
| D | 2022-02-16 | 2022-02-14 | MCD | Hoovel Catherine A. | SVP - Corp. Ctrl | F - Tax | $253.39 | -148 | 1,184 | -11% | -$37.5K |
| D | 2022-02-16 | 2022-02-14 | MCD | Hoovel Catherine A. | SVP - Corp. Ctrl | X - OptEx | $0.00 | -31 | 0 | -100% | $0 |
| D | 2022-02-16 | 2022-02-14 | MCD | Hoovel Catherine A. | SVP - Corp. Ctrl | M - OptEx | $0.00 | -410 | 0 | -100% | $0 |
| DM | 2022-02-16 | 2022-02-14 | MCD | Hoovel Catherine A. | SVP - Corp. Ctrl | A - Grant | $0.00 | +6,171 | 829 | New | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2022-02-14 | M | A | 410 | $0.00 | 1,301 | D | — | — | (F1) As a result of McDonald's Corporation's performance against the pre-approved financial targets, the reporting person vested in 66.7% of the original grant of 614 performance-based restricted stock units ("RSUs"). (F2) Each performance-based RSU represents a right to acquire one share of McDonald's Corporation common stock. |
| 2 | Common | Common Stock | 2022-02-14 | X | A | 31 | $0.00 | 1,332 | D | — | — | (F3) Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of McDonald's Corporation common stock. |
| 3 | Common | Common Stock | 2022-02-14 | F | D | 148 | $253.39 | 1,184 | D | — | — | |
| 4 | Derivative | Dividend Equivalent Rights | 2022-02-14 | X | D | 31 | $0.00 | 0 | D | — · 2022-02-14 to 2022-02-14 | 31 Common Stock | (F3) Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of McDonald's Corporation common stock. |
| 5 | Derivative | Restricted Stock Units | 2022-02-14 | M | D | 410 | $0.00 | 0 | D | — · 2022-02-14 to 2022-02-14 | 410 Common Stock | (F1) As a result of McDonald's Corporation's performance against the pre-approved financial targets, the reporting person vested in 66.7% of the original grant of 614 performance-based restricted stock units ("RSUs"). (F2) Each performance-based RSU represents a right to acquire one share of McDonald's Corporation common stock. |
| 6 | Derivative | Options (Right to Buy) | 2022-02-14 | A | A | 5,342 | $0.00 | 5,342 | D | $253.39 · — to 2032-02-14 | 5,342 Common Stock | (F6) Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. |
| 7 | Derivative | Restricted Stock Units | 2022-02-14 | A | A | 829 | $0.00 | 829 | D | — · 2025-02-14 to 2025-02-14 | 829 Common Stock | (F5) Represents the target number of RSUs granted, subject to performance-based vesting conditions linked to diluted earnings per share ("EPS") growth and return on invested capital ("ROIC") for the period of January 1, 2022 through December 31, 2024 (the "Performance Period"). If McDonald's Corporation satisfies both the EPS and ROIC thresholds, then the number of RSUs that vest may be increased or decreased based upon the McDonald's Corporation total shareholder return relative to the S&P 500 Index over the Performance Period. The number of RSUs earned will range from 50% to 150% of the target number of RSUs granted. (F2) Each performance-based RSU represents a right to acquire one share of McDonald's Corporation common stock. |