Form 4 for MCD McDonald's
Accepted 2023-02-15 00:00:00 ET · period of report 2023-02-13 · accession 0001567619-23-003075 · 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 | 2023-02-15 | 2023-02-14 | MCD | Flatley Edith Morgan | EVP - Gbl CMO | F - Tax | $266.61 | -607 | 1,412 | -30% | -$161.8K |
| D | 2023-02-15 | 2023-02-14 | MCD | Flatley Edith Morgan | EVP - Gbl CMO | X - OptEx | $0.00 | +45 | 2,019 | +2% | $0 |
| D | 2023-02-15 | 2023-02-14 | MCD | Flatley Edith Morgan | EVP - Gbl CMO | M - OptEx | $0.00 | +1,974 | 1,974 | New | $0 |
| DM | 2023-02-15 | 2023-02-13 | MCD | Flatley Edith Morgan | EVP - Gbl CMO | A - Grant | $0.00 | +12.3K | 2,093 | New | $0 |
| D | 2023-02-15 | 2023-02-14 | MCD | Flatley Edith Morgan | EVP - Gbl CMO | X - OptEx | $0.00 | -45 | 0 | -100% | $0 |
| D | 2023-02-15 | 2023-02-14 | MCD | Flatley Edith Morgan | EVP - Gbl CMO | M - OptEx | $0.00 | -1,974 | 0 | -100% | $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 | 2023-02-14 | F | D | 607 | $266.61 | 1,412 | D | — | — | |
| 2 | Common | Common Stock | 2023-02-14 | X | A | 45 | $0.00 | 2,019 | D | — | — | (F2) Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company common stock. |
| 3 | Common | Common Stock | 2023-02-14 | M | A | 1,974 | $0.00 | 1,974 | D | — | — | (F1) Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation (the "Company") common stock. |
| 4 | Derivative | Options (Right to Buy) | 2023-02-13 | A | A | 11,500 | $0.00 | 11,500 | D | $266.20 · — to 2033-02-13 | 11,500 Common Stock | (F3) Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. |
| 5 | Derivative | Dividend Equivalent Rights | 2023-02-14 | X | D | 45 | $0.00 | 0 | D | — · 2023-02-14 to 2023-02-14 | 45 Common Stock | (F2) Settlement of dividend equivalent rights in connection with vested RSUs. Each dividend equivalent right is the economic equivalent of one share of the Company common stock. |
| 6 | Derivative | Restricted Stock Units | 2023-02-14 | M | D | 1,974 | $0.00 | 0 | D | — · 2023-02-14 to 2023-02-14 | 1,974 Common Stock | (F1) Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation (the "Company") common stock. |
| 7 | Derivative | Restricted Stock Units | 2023-02-13 | A | A | 794 | $0.00 | 2,093 | D | — · 2023-02-18 to 2023-02-18 | 794 Common Stock | (F4) As a result of the Company's performance against the pre-approved financial targets as certified on February 13, 2023 for the period of January 1, 2020 through December 31, 2022, the reporting person will vest in 150% of the original target amount of 1,299 performance-based RSUs, plus shares acquired through dividend reinvestment, subject to completion of the service period on February 18, 2023. Accordingly, the reported transaction reflects the acquisition of an additional 794 RSUs earned above the target grant. (F1) Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation (the "Company") common stock. |