Flatley Edith Morgan, EVP - Global CMO, has demonstrated a consistent pattern of selling activity in McDonald’s Corporation (MCD) shares over the past two years, with no recent purchases. According to SEC Form 4 filings, Morgan executed 38 transactions totaling $7.98 million in sales and $1.85 million in buys, though all buying activity occurred earlier in the reporting period. The most recent trades, all sales, include a $1.55 million disposition on February 12, 2026, and a $740,350 transaction the same day, following earlier sales of $207,270 in December 2025 and $315,000 in September 2025. Prior sales in 2025 were similarly substantial, including a $962,432 transaction in February and multiple six-figure dispositions in July and August.
Morgan’s transactions are exclusively tied to MCD, with no activity in other companies. The filings show a clear shift toward divestment, particularly in the last eight trades, all sales. While some transactions, like the $261,271 filing on February 13, 2026, appear to involve derivative securities (code "F"), the overall trend leans heavily toward reducing exposure. The absence of any buys since at least early 2025 suggests a strategic reduction in holdings, though the reasons remain undisclosed in the filings. The dollar-weighted volume of sales—particularly the multi-million-dollar transactions in early 2026—highlights a sustained disposition trend rather than isolated or routine diversification.
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