Marion K. Gross - Jul 3, 2024 Form 4 Insider Report for MCDONALDS CORP (MCD)

Signature
Carrie Johnson, Attorney-in-fact
Stock symbol
MCD
Transactions as of
Jul 3, 2024
Transactions value $
-$226,363
Form type
4
Date filed
7/3/2024, 04:02 PM
Previous filing
Feb 27, 2024
Next filing
Sep 3, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MCD Common Stock Options Exercise $146K +1.5K +96% $97.15* 3.06K Jul 3, 2024 Direct
transaction MCD Common Stock Sale -$372K -1.5K -48.98% $248.26 1.56K Jul 3, 2024 Direct
holding MCD Common Stock 2.24K Jul 3, 2024 By Trust
holding MCD Common Stock 12.1K Jul 3, 2024 Owned Jointly F1

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction MCD Options (Right to Buy) Options Exercise $0 -1.5K -24.99% $0.00 4.5K Jul 3, 2024 Common Stock 1.5K $97.15 Direct F2
holding MCD Phantom Stock 9.51K Jul 3, 2024 Common Stock 9.51K Non-Qualified Benefit Plan F1, F3, F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
F1 Includes shares acquired through dividend reinvestment.
F2 Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant.
F3 Each share of phantom stock represents a right to receive the cash value of one share of McDonald's Corporation's ("the Company") common stock.
F4 Shares of phantom stock are payable in cash following the reporting person's separation from service with the Company.