Borden Ian Frederick

CFO Borden sells 17,134 MCD shares ($5.3M) at $310.00; reduces holdings by 39.4%.

Borden Ian Frederick, EVP and CFO, sold 17,134 shares of McDonald's for $5,311,540.00 at $310.00 per share on 2025-11-21, reducing his holdings from 43,487 shares to 26,353 shares—a 39.4% reduction in position size. This represents a material reduction in the CFO's direct stake in the company. His prior sales at McDonald's (2024-09-23 and 2023-06-06) both showed negative 90-day returns, indicating a pattern of well-timed exits, though the current price of $309.35 is only marginally below the transaction price. The cross-ticker track record shows a 100.00% well-timed rate on 2 prior sells, though average 90-day returns across all tickers averaged -2.8%, which aligns with the recent MCD pattern. Given McDonald's valuation (P/E 26.17) and modest annual revenue growth of 1.7%, the reduction warrants observation as an indicator of how the CFO is positioning his personal capital exposure.

McDonald's CFO Borden sells 5,939 shares for $1.8M at $300.04; -22.5% of holdings post-transaction.

Borden Ian Frederick, EVP & CFO of McDonald's, sold 5,939 shares on 2024-09-23 at $300.04, reducing his holdings from 26,342 to 20,403 shares—a -22.5% reduction in position size. The sale occurred near the 52-week high of $300.53, with MCD trading at +16.5% over the prior 90 days and +3.7% over the prior 30 days. Notably, this insider's prior sell at MCD on 2023-06-06 was well-timed (30d +1.8%, 90d -3.1%), and his cross-ticker track record shows a 100.00% well-timed sell rate across 1 prior transaction, suggesting a pattern of selling ahead of declines. The current $300.27 price sits -0.1% from the 52-week high, and the company shows solid fundamentals with $6.5B quarterly revenue, $2.0B net income, and 10.0% annual revenue growth.