Marion K. Gross - 01 Nov 2024 Form 4 Insider Report for MCDONALDS CORP (MCD)

Signature
Christopher Weber, Attorney-in-fact
Issuer symbol
MCD
Transactions as of
01 Nov 2024
Net transactions value
-$295,843
Form type
4
Filing time
05 Nov 2024, 16:59:55 UTC
Previous filing
03 Sep 2024
Next filing
03 Jan 2025

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MCD Common Stock Options Exercise $145,628 +1,499 +96% $97.15 3,059 01 Nov 2024 Direct
transaction MCD Common Stock Sale $441,470 -1,499 -49% $294.51 1,560 01 Nov 2024 Direct
holding MCD Common Stock 2,236 01 Nov 2024 By Trust
holding MCD Common Stock 12,075 01 Nov 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 -1,499 -50% $0.000000 1,499 01 Nov 2024 Common Stock 1,499 $97.15 Direct F2
holding MCD Phantom Stock 9,597 01 Nov 2024 Common Stock 9,597 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.