MCDONALDS CORP (MCD) president Anderson Skye details options, PRSUs and stock
Rhea-AI Filing Summary
MCDONALDS CORP executive Anderson Skye, President, McDonald's USA, reported existing equity holdings, including multiple option awards on common stock, performance-based restricted stock units (PRSUs), phantom stock, and directly held common shares. The options vest in 25% annual increments and several PRSU grants are tied to multi-year EPS and ROIC performance periods.
Positive
- None.
Negative
- None.
Insider Trade Summary
12 transactions reported
Mixed
12 txns
Insider
Anderson Skye
Role
President, McDonald's USA
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Options (Right to Buy) F1 | -- | -- | -- |
| holding | Options (Right to Buy) F2 | -- | -- | -- |
| holding | Options (Right to Buy) F3 | -- | -- | -- |
| holding | Options (Right to Buy) F4 | -- | -- | -- |
| holding | Options (Right to Buy) F5 | -- | -- | -- |
| holding | Performance-based Restricted Stock Units F7, F6 | -- | -- | -- |
| holding | Options (Right to Buy) F8 | -- | -- | -- |
| holding | Performance-based Restricted Stock Units F7, F9 | -- | -- | -- |
| holding | Options (Right to Buy) F10 | -- | -- | -- |
| holding | Performance-based Restricted Stock Units F7, F11 | -- | -- | -- |
| holding | Phantom Stock F13, F12 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Options (Right to Buy) — 75,587 shares (Direct);
Performance-based Restricted Stock Units — 5,959.02 shares (Direct);
Phantom Stock — 304.81 shares (Indirect, Non-Qualified Benefit Plan);
Common Stock — 1,072.72 shares (Direct)
Footnotes (13)
- F1. Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. 10,205 options were granted on February 18, 2020. No options from this grant have been exercised.
- F2. Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. 14,802 options were granted on February 16, 2021. No options from this grant have been exercised.
- F3. Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. 10,981 options were granted on February 14, 2022. No options from this grant have been exercised.
- F4. Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. 8,510 options were granted on February 13, 2023. No options from this grant have been exercised.
- F5. Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. 7,732 options were granted on February 12, 2024. No options from this grant have been exercised.
- F6. Represents the target number of each performance-based restricted stock unit ("PRSU") granted plus dividend equivalents already accrued, subject to performance-based vesting conditions linked to diluted EPS growth and ROIC for the period of January 1, 2024 through December 31, 2026 (the "2024-2026 Performance Period"). If McDonald's Corporation (the "Company") satisfies both the EPS and ROIC thresholds, then the number of PRSUs that vest may be increased or decreased based upon the Company's total shareholder return relative to the S&P 500 Index over the 2024-2026 Performance Period. The number of PRSUs earned will range from 0% to 200% of the target number of PRSUs granted (plus dividend equivalents accrued) based upon the performance results.
- F7. Each PRSU represents a right to acquire one share of the Company's common stock.
- F8. Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. 7,310 options were granted on February 12, 2025. No options from this grant have been exercised.
- F9. Represents the target number of PRSUs granted plus dividend equivalents already accrued, subject to performance-based vesting conditions linked to diluted EPS growth and ROIC for the period of January 1, 2025 through December 31, 2027 (the "2025-2027 Performance Period"). If the Company satisfies both the EPS and ROIC thresholds, then the number of PRSUs that vest may be increased or decreased based upon the Company's total shareholder return relative to the S&P 500 Index over the 2025-2027 Performance Period. The number of PRSUs earned will range from 0% to 200% of the target number of PRSUs granted (plus dividend equivalents accrued) based upon the performance results.
- F10. Options become exercisable in 25% increments on the first, second, third and fourth anniversary dates of the grant. 16,047 options were granted on February 13, 2026.
- F11. Represents the target number of PRSUs granted plus dividend equivalents already accrued, subject to performance-based vesting conditions linked to diluted EPS growth and ROIC for the period of January 1, 2026 through December 31, 2028 (the "2026-2028 Performance Period"). If the Company satisfies both the EPS and ROIC thresholds, then the number of PRSUs that vest may be increased or decreased based upon the Company's total shareholder return relative to the S&P 500 Index over the 2026-2028 Performance Period. The number of PRSUs earned will range from 0% to 200% of the target number of PRSUs granted (plus dividend equivalents accrued) based upon the performance results.
- F12. Shares of phantom stock are payable in cash following the reporting person's separation from service with the Company.
- F13. Each share of phantom stock represents a right to receive the cash value of one share of the Company's common stock.
Key Figures
Direct common stock: 1072.7200 shares
Options grant 2020: 10205.0000 underlying shares at $216.1500
Options grant 2021: 14802.0000 underlying shares at $215.0300
+4 more
7 metrics
Direct common stock
1072.7200 shares
Directly held common stock reported by Anderson Skye
Options grant 2020
10205.0000 underlying shares at $216.1500
Options (Right to Buy) expiring 2030-02-18, vesting 25% annually
Options grant 2021
14802.0000 underlying shares at $215.0300
Options (Right to Buy) expiring 2031-02-16, vesting 25% annually
Options grant 2026
16047.0000 underlying shares at $327.5800
Options (Right to Buy) expiring 2036-02-13, vesting 25% annually
PRSUs 2024-2026 period
1610.2400 units
Performance-based RSUs tied to diluted EPS and ROIC for 2024-2026
PRSUs 2026-2028 period
2844.2700 units
Performance-based RSUs linked to EPS and ROIC for 2026-2028
Phantom stock units
304.8100 units
Indirect holdings in a Non-Qualified Benefit Plan, cash-settled
Key Terms
Performance-based Restricted Stock Units, phantom stock, diluted EPS, ROIC, +1 more
5 terms
Performance-based Restricted Stock Units financial
"Represents the target number of each performance-based restricted stock unit ("PRSU") granted"
Performance-based restricted stock units are a type of employee equity award that converts into company shares only if predefined financial or operational targets are met over a set period. Think of it like a bonus check that becomes stock only when specific goals are hit; it ties pay to results, aligning managers’ incentives with shareholders. Investors care because these awards affect future share count, executive incentives, and signal how management’s success will be measured and rewarded.
phantom stock financial
"Shares of phantom stock are payable in cash following the reporting person's separation"
A phantom stock is a form of compensation that gives employees or executives the benefits of stock ownership, such as the increase in stock value, without actually giving them real shares. It acts like a promise to pay the employee the equivalent value of company stock later, often as a bonus or incentive. This allows companies to motivate and reward staff without diluting ownership or transferring actual shares.
diluted EPS financial
"vesting conditions linked to diluted EPS growth and ROIC for the period"
Diluted earnings per share (EPS) shows how much profit a company makes for each share of stock, assuming all possible shares from stock options or convertible securities are used. It provides a more conservative estimate than basic EPS, accounting for potential share increases that could dilute ownership. Investors use diluted EPS to get a clearer picture of a company's true profitability on a per-share basis.
ROIC financial
"vesting conditions linked to diluted EPS growth and ROIC for the period"
Return on invested capital (ROIC) measures how well a company turns the money it uses to run and grow the business into profit, expressed as a percentage. Think of it like how much fruit a tree yields for each seed and watering dollar invested: higher ROIC means management is extracting more value from each dollar put into the company. Investors use it to compare how efficiently different companies deploy capital and whether returns justify the risk of holding the stock.
FAQ
What does the Form 3 filing by Anderson Skye at MCD indicate?
The Form 3 shows initial reported ownership by Anderson Skye, President, McDonald’s USA, including stock options, performance-based restricted stock units, phantom stock, and directly held common shares, without any reported purchases or sales in this filing.
What stock options does Anderson Skye report in McDonald’s (MCD) Form 3?
Anderson Skye reports several option grants on McDonald’s common stock, including 10,205 options at $216.1500, 14,802 at $215.0300, and other grants, all vesting in 25% annual increments and expiring between 2030 and 2036, with no options yet exercised.
How are Anderson Skye’s McDonald’s (MCD) PRSUs structured?
The filing shows PRSU holdings such as 1,610.240 and 1,504.510 units, each representing one share of common stock, subject to performance on diluted EPS growth and ROIC over multi‑year periods, with payouts ranging from 0% to 200% of target plus dividend equivalents.
What is the phantom stock reported for Anderson Skye at McDonald’s (MCD)?
Anderson Skye reports 304.810 units of phantom stock held indirectly through a Non‑Qualified Benefit Plan. Each phantom share represents the right to receive the cash value of one McDonald’s common share, payable in cash after separation from service.
AI-generated analysis. How Rhea-AI works. Not financial advice.
