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Nasdaq · USD

DLTR

DOLLAR TREE, INC.

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3189
SEC CIK
0000935703
Parsed reports
794

Last 12 months

Inside the activity.

0 purchase rows · 5 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202501
Jan 202601
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202601
Jul 202600
Aug 202601
Sep 202601
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
April 01, 2026 Filed Apr 3, 2026 21:55 UTC GrantPhantom Stock · Derivative 413.98 $108.70 $44,999.63
Disclosure

SEC source: 0000935703-26-000042 · form4.xml · derivative · entry 1

Stahl Stephanie · CIK 0001584473 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 413.98

Underlying: Common Stock · 413.98 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F2 · kind: Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program.

F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 21:55 UTC
Beebe Brent A.Chief Merchandising Officer
GrantCommon Stock 7,359 $0.00 $0.00
Disclosure

SEC source: 0000935703-26-000041 · form4.xml · nonDerivative · entry 2

Beebe Brent A. · CIK 0002086734 · Chief Merchandising Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,380

F2 · shares: Restricted stock units granted pursuant to the Company's 2021 Omnibus Incentive Plan and will vest in approximately three equal annual installments, beginning on the anniversary of the award date, subject to continued employment

Read SEC document
April 01, 2026 Filed Apr 3, 2026 21:55 UTC
Beebe Brent A.Chief Merchandising Officer
Tax withholdingCommon Stock 631 $108.70 $68,589.70
Disclosure

SEC source: 0000935703-26-000041 · form4.xml · nonDerivative · entry 1

Beebe Brent A. · CIK 0002086734 · Chief Merchandising Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,021

F1 · shares: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 21:53 UTC GrantPhantom Stock · Derivative 344.99 $108.70 $37,500.41
Disclosure

SEC source: 0000935703-26-000040 · form4.xml · derivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 344.99

Underlying: Common Stock · 344.99 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F2 · kind: Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program.

F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

F4 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

Read SEC document
March 31, 2026 Filed Apr 2, 2026 21:26 UTC
Schumacher StevenChief People Officer
Tax withholdingCommon Stock 323 $109.51 $35,371.73
Disclosure

SEC source: 0000935703-26-000039 · form4.xml · nonDerivative · entry 2

Schumacher Steven · CIK 0002040434 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,542

F2 · shares: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.

Read SEC document
March 31, 2026 Filed Apr 2, 2026 21:26 UTC
Schumacher StevenChief People Officer
GrantCommon Stock 221 $0.00 $0.00
Disclosure

SEC source: 0000935703-26-000039 · form4.xml · nonDerivative · entry 1

Schumacher Steven · CIK 0002040434 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,865

F1 · shares: On March 31, 2026, Dollar Tree issued shares of common stock upon settlement of settlement of three-year performance-based RSUs awarded on March 31, 2023 pursuant to the 2021 Omnibus Incentive Plan

Read SEC document
March 31, 2026 Filed Apr 2, 2026 21:22 UTC
Mitchell John S. JRChief Legal Officer
Tax withholdingCommon Stock 450 $109.51 $49,279.50
Disclosure

SEC source: 0000935703-26-000038 · form4.xml · nonDerivative · entry 2

Mitchell John S. JR · CIK 0002082907 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,599

F2 · shares: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.

Read SEC document
March 31, 2026 Filed Apr 2, 2026 21:22 UTC
Mitchell John S. JRChief Legal Officer
GrantCommon Stock 221 $0.00 $0.00
Disclosure

SEC source: 0000935703-26-000038 · form4.xml · nonDerivative · entry 1

Mitchell John S. JR · CIK 0002082907 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,049

F1 · shares: On March 31, 2026, Dollar Tree issued shares of common stock upon settlement of settlement of three-year performance-based RSUs awarded on March 31, 2023 pursuant to the 2021 Omnibus Incentive Plan

Read SEC document
March 31, 2026 Filed Apr 2, 2026 21:16 UTC
Creedon Michael C JrDirector · Chief Executive Officer
Tax withholdingCommon Stock 1,687 $109.51 $184,743.37
Disclosure

SEC source: 0000935703-26-000037 · form4.xml · nonDerivative · entry 2

Creedon Michael C Jr · CIK 0001853258 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,594

F2 · shares: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.

Read SEC document
March 31, 2026 Filed Apr 2, 2026 21:16 UTC
Creedon Michael C JrDirector · Chief Executive Officer
GrantCommon Stock 1,929 $0.00 $0.00
Disclosure

SEC source: 0000935703-26-000037 · form4.xml · nonDerivative · entry 1

Creedon Michael C Jr · CIK 0001853258 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,281

F1 · shares: On March 31, 2026, Dollar Tree issued shares of common stock upon settlement of settlement of three-year performance-based RSUs awarded on March 31, 2023 pursuant to the 2021 Omnibus Incentive Plan

Read SEC document
March 31, 2026 Filed Apr 2, 2026 21:10 UTC
Aflatooni RobertChief Information Officer
Tax withholdingCommon Stock 1,097 $109.51 $120,132.47
Disclosure

SEC source: 0000935703-26-000036 · form4.xml · nonDerivative · entry 2

Aflatooni Robert · CIK 0001940095 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,391

F2 · shares: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.

Read SEC document
March 31, 2026 Filed Apr 2, 2026 21:10 UTC
Aflatooni RobertChief Information Officer
GrantCommon Stock 1,261 $0.00 $0.00
Disclosure

SEC source: 0000935703-26-000036 · form4.xml · nonDerivative · entry 1

Aflatooni Robert · CIK 0001940095 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,488

F1 · shares: On March 31, 2026, Dollar Tree issued shares of common stock upon settlement of settlement of three-year performance-based RSUs awarded on March 31, 2023 pursuant to the 2021 Omnibus Incentive Plan

Read SEC document
March 31, 2026 Filed Apr 2, 2026 21:07 UTC
Beebe Brent A.Chief Merchandising Officer
Tax withholdingCommon Stock 309 $109.51 $33,838.59
Disclosure

SEC source: 0000935703-26-000035 · form4.xml · nonDerivative · entry 2

Beebe Brent A. · CIK 0002086734 · Chief Merchandising Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,652

F2 · shares: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.

Read SEC document
March 31, 2026 Filed Apr 2, 2026 21:07 UTC
Beebe Brent A.Chief Merchandising Officer
GrantCommon Stock 221 $0.00 $0.00
Disclosure

SEC source: 0000935703-26-000035 · form4.xml · nonDerivative · entry 1

Beebe Brent A. · CIK 0002086734 · Chief Merchandising Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,961

F1 · shares: On March 31, 2026, Dollar Tree issued shares of common stock upon settlement of settlement of three-year performance-based RSUs awarded on March 31, 2023 pursuant to the 2021 Omnibus Incentive Plan

Read SEC document
January 07, 2026 Filed Jan 9, 2026 02:16 UTC
Aflatooni RobertChief Information Officer
SaleCommon Stock 175 $131.18 $22,956.50
Disclosure

SEC source: 0000935703-26-000013 · form4.xml · nonDerivative · entry 1

Aflatooni Robert · CIK 0001940095 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,227

Read SEC document
January 03, 2026 Filed Jan 6, 2026 23:12 UTC
Schumacher StevenChief People Officer
Tax withholdingCommon Stock 153 $127.70 $19,538.10
Disclosure

SEC source: 0000935703-26-000011 · form4.xml · nonDerivative · entry 1

Schumacher Steven · CIK 0002040434 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,644

F1 · shares: Shares deemed surrendered in payment of tax liability resulting from vesting of previously reported awards of restricted stock units.

Read SEC document
January 03, 2026 Filed Jan 6, 2026 23:04 UTC
Creedon Michael C JrDirector · Chief Executive Officer
Tax withholdingCommon Stock 999 $127.70 $127,572.30
Disclosure

SEC source: 0000935703-26-000009 · form4.xml · nonDerivative · entry 1

Creedon Michael C Jr · CIK 0001853258 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,352

F1 · shares: Shares deemed surrendered in payment of tax liability resulting from vesting of previously reported awards of restricted stock units.

Read SEC document
January 03, 2026 Filed Jan 6, 2026 22:58 UTC
Konrad Jocelyn ZChief of DTS & Enterprise Op
Tax withholdingCommon Stock 760 $127.70 $97,052.00
Disclosure

SEC source: 0000935703-26-000007 · form4.xml · nonDerivative · entry 1

Konrad Jocelyn Z · CIK 0001650760 · Chief of DTS & Enterprise Op

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,518

F1 · shares: Shares deemed surrendered in payment of tax liability resulting from vesting of previously reported awards of restricted stock units.

Read SEC document
January 01, 2026 Filed Jan 5, 2026 22:47 UTC GrantPhantom Stock · Derivative 304.85 $123.01 $37,499.60
Disclosure

SEC source: 0000935703-26-000004 · form4.xml · derivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 304.85

Underlying: Common Stock · 304.85 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F2 · kind: Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program.

F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

Read SEC document
January 01, 2026 Filed Jan 5, 2026 22:45 UTC GrantPhantom Stock · Derivative 365.82 $123.01 $44,999.52
Disclosure

SEC source: 0000935703-26-000003 · form4.xml · derivative · entry 1

Stahl Stephanie · CIK 0001584473 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 365.82

Underlying: Common Stock · 365.82 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F2 · kind: Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program.

F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

Read SEC document
December 08, 2025 Filed Dec 10, 2025 22:40 UTC
Beebe Brent A.Chief Merchandising Officer
SaleCommon Stock 2,200 $124.65 $274,230.00
Disclosure

SEC source: 0000935703-25-000107 · form4.xml · nonDerivative · entry 1

Beebe Brent A. · CIK 0002086734 · Chief Merchandising Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,740

Read SEC document
November 25, 2025 Filed Nov 27, 2025 01:05 UTC
Creedon Michael C JrDirector · Chief Executive Officer
Tax withholdingCommon Stock 1,192 $105.66 $125,946.72
Disclosure

SEC source: 0000935703-25-000099 · form4.xml · nonDerivative · entry 1

Creedon Michael C Jr · CIK 0001853258 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,351

F1 · shares: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.

Read SEC document
October 31, 2025 Filed Nov 13, 2025 22:33 UTC
Beebe Brent A.Chief Merchandising Officer
GrantCommon Stock 2,522 $0.00 $0.00
Disclosure

SEC source: 0000935703-25-000090 · form4.xml · nonDerivative · entry 1

Beebe Brent A. · CIK 0002086734 · Chief Merchandising Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,940

F1 · shares: Restricted stock units granted pursuant to the Company's 2021 Omnibus Incentive Plan and will vest in approximately three equal annual installments, beginning on the anniversary of the award date, subject to continued employment

Read SEC document
October 17, 2025 Filed Oct 21, 2025 13:02 UTC
Aflatooni RobertChief Information Officer
SaleCommon Stock 1,260 $94.71 $119,328.30
Disclosure

SEC source: 0000935703-25-000087 · form4.xml · nonDerivative · entry 1

Aflatooni Robert · CIK 0001940095 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,402

Read SEC document
October 03, 2025 Filed Oct 7, 2025 22:17 UTC
Mitchell John S. JRChief Legal Officer
GrantCommon Stock 3,250 $0.00 $0.00
Disclosure

SEC source: 0000935703-25-000080 · form4.xml · nonDerivative · entry 1

Mitchell John S. JR · CIK 0002082907 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,828

F1 · shares: Restricted stock units granted pursuant to the Company's 2021 Omnibus Incentive Plan and will vest in approximately three equal annual installments, beginning on the anniversary of the award date, subject to continued employment.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 21:46 UTC GrantPhantom Stock · Derivative 512.07 $90.32 $46,250.16
Disclosure

SEC source: 0000935703-25-000077 · form4.xml · derivative · entry 1

GRISE CHERYL W · CIK 0001192342 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 512.07

Underlying: Common Stock · 512.07 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F2 · kind: Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program.

F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 21:45 UTC GrantPhantom Stock · Derivative 415.19 $90.32 $37,499.96
Disclosure

SEC source: 0000935703-25-000076 · form4.xml · derivative · entry 1

KELLY EDWARD J III · CIK 0001160225 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 415.19

Underlying: Common Stock · 415.19 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F2 · kind: Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program.

F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 21:43 UTC GrantPhantom Stock · Derivative 498.23 $90.32 $45,000.13
Disclosure

SEC source: 0000935703-25-000075 · form4.xml · derivative · entry 1

Stahl Stephanie · CIK 0001584473 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 498.23

Underlying: Common Stock · 498.23 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F2 · kind: Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program.

F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election.

F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election.

Read SEC document
September 08, 2025 Filed Sep 9, 2025 21:14 UTC
Glendinning StewartChief Financial Officer
PurchaseCommon Stock 3,000 $97.46 $292,380.00
Disclosure

SEC source: 0001127602-25-021242 · form4.xml · nonDerivative · entry 2

Glendinning Stewart · CIK 0001439263 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,853

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $97.00 to $97.87, inclusive. The reporting person undertakes to provide to Dollar Tree, Inc., any security holder of Dollar Tree, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth above.

Read SEC document
September 05, 2025 Filed Sep 9, 2025 21:14 UTC
Glendinning StewartChief Financial Officer
PurchaseCommon Stock 500 $99.50 $49,750.00
Disclosure

SEC source: 0001127602-25-021242 · form4.xml · nonDerivative · entry 1

Glendinning Stewart · CIK 0001439263 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,853

Read SEC document
September 05, 2025 Filed Sep 9, 2025 16:58 UTC SaleCommon Stock 1,185 $100.32 $118,878.49
Disclosure

SEC source: 0001127602-25-021229 · form4.xml · nonDerivative · entry 1

Stahl Stephanie · CIK 0001584473 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,089

Read SEC document
August 26, 2025 Filed Aug 27, 2025 21:41 UTC
Aflatooni RobertChief Information Officer
Tax withholdingCommon Stock 543 $111.98 $60,805.14
Disclosure

SEC source: 0001127602-25-021006 · form4.xml · nonDerivative · entry 1

Aflatooni Robert · CIK 0001940095 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,662

F1 · shares: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.

Read SEC document
August 01, 2025 Filed Aug 4, 2025 22:17 UTC ConversionPhantom Stock · Derivative 1,185 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-020035 · form4.xml · derivative · entry 2

Stahl Stephanie · CIK 0001584473 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,185 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F1 · shares: Shares of phantom stock previously reported by the Reporting Person for director's fees earned for service in 2019, 2020, 2021, and 2022 which were deferred under the 2013 Director Deferred Compensation Plan.

F2 · price: N/A

F4 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

F4 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

Read SEC document
August 01, 2025 Filed Aug 4, 2025 22:17 UTC ConversionCommon Stock 1,185 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-020035 · form4.xml · nonDerivative · entry 1

Stahl Stephanie · CIK 0001584473 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,274

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Shares of phantom stock previously reported by the Reporting Person for director's fees earned for service in 2019, 2020, 2021, and 2022 which were deferred under the 2013 Director Deferred Compensation Plan.

F2 · price: N/A

Read SEC document
July 11, 2025 Filed Jul 15, 2025 20:05 UTC
Mantle Ridge LPDirector by deputization
MR Cobalt Advisor LLCDirector by deputization
Hilal Paul CDirector
OtherCash Settled Share Forward Transactions · Derivative 6,231,104 $81.00 Strike: $148.86 $504,719,424.00
Disclosure

SEC source: 0001104659-25-068079 · tm2520931-1_4seq1.xml · derivative · entry 8

Mantle Ridge LP · CIK 0001695459 · Director by deputization

MR Cobalt Advisor LLC · CIK 0001893902 · Director by deputization

Hilal Paul C · CIK 0001413084 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 6,231,104

Underlying: Common Stock · 6,231,104 shares

Expires 2028-07-14

F11 · derivative.exercise_price: The forward price for the relevant Deemed PSF Agreements or Deemed CSF Agreements, as applicable, is $148.86 (subject to certain adjustments in accordance with the Deemed PSF Agreements or the Deemed CSF Agreements, as applicable), which forward price is rounded to the nearest hundredth and represents the strike price plus a previously paid premium under the relevant PSF-Option Agreement or CSF-Option Agreements, as applicable.

F1 · ownership.nature: In addition to Mantle Ridge LP, a Delaware limited partnership ("Mantle Ridge"), this Form 4 is being filed jointly by MR Cobalt Advisor LLC, a Delaware limited liability company ("MR Cobalt"), and Paul C. Hilal, a citizen of the United States of America (collectively, the "Reporting Persons"), each of whom has the same business address as Mantle Ridge and may be deemed to have a pecuniary interest in securities reported on this Form 4 (the "Subject Securities"). All Subject Securities reported on this Form 4 are rounded up to the nearest whole share.

F2 · ownership.nature: MR Cobalt, a wholly owned subsidiary of Mantle Ridge, advises the accounts of MR Cobalt Offshore Fund AB LLC and MR Cobalt Offshore Fund CB 02 LLC, each a Cayman Islands exempted company (all such funds and their subsidiaries together, the "Mantle Ridge Funds").

F3 · ownership.nature: MR Cobalt, as the investment adviser to the Mantle Ridge Funds, and Mantle Ridge, as the sole member of MR Cobalt, each may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934. By virtue of Paul C. Hilal's position as ultimately controlling MR Cobalt and Mantle Ridge, Paul C. Hilal may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a). Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein.

F4 · ownership.nature: Paul C. Hilal is a member of the board of directors of the Issuer, and as a result, each of the other Reporting Persons may be directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934.

Read SEC document
July 11, 2025 Filed Jul 15, 2025 20:05 UTC
Mantle Ridge LPDirector by deputization
MR Cobalt Advisor LLCDirector by deputization
Hilal Paul CDirector
OtherCall Option on Cash Settled Share Forward Transactions · Derivative 6,231,104 $0.00 Strike: $81.00 $0.00
Disclosure

SEC source: 0001104659-25-068079 · tm2520931-1_4seq1.xml · derivative · entry 7

Mantle Ridge LP · CIK 0001695459 · Director by deputization

MR Cobalt Advisor LLC · CIK 0001893902 · Director by deputization

Hilal Paul C · CIK 0001413084 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Cash Settled Share Forward Transactions · 6,231,104 shares

Expires 2025-07-18

F8 · kind: On July 11, 2025, each Mantle Ridge Fund exercised its American-style call option transactions exercisable into cash-settled share forward transactions (the "CSF-Option Agreements") with the Option Counterparty pursuant to which, upon paying the strike price of such CSF-Option Agreements, each Mantle Ridge Fund and the Option Counterparty were deemed to enter into such share forward transactions (each, a "Deemed CSF Agreement") collectively referencing an aggregate number of shares of Common Stock equal to the shares underlying the number of options exercised.

F9 · kind: [continued from FN(8)] Under the terms of the Deemed CSF Agreements, at maturity or upon early termination, the Mantle Ridge Funds will pay to the Option Counterparty any decrease in, and receive from the Option Counterparty any increase in, the market price of the referenced number of shares of Common Stock during a period determined in accordance with the Deemed CSF Agreement around each valuation date compared with the agreed-upon forward price (plus a financing charge), as adjusted to account for any cash dividends or distributions declared by the Issuer. The relevant Mantle Ridge Fund may elect to terminate the Deemed CSF Agreement early, in which case the valuation date will occur on such early termination date.

F1 · ownership.nature: In addition to Mantle Ridge LP, a Delaware limited partnership ("Mantle Ridge"), this Form 4 is being filed jointly by MR Cobalt Advisor LLC, a Delaware limited liability company ("MR Cobalt"), and Paul C. Hilal, a citizen of the United States of America (collectively, the "Reporting Persons"), each of whom has the same business address as Mantle Ridge and may be deemed to have a pecuniary interest in securities reported on this Form 4 (the "Subject Securities"). All Subject Securities reported on this Form 4 are rounded up to the nearest whole share.

F2 · ownership.nature: MR Cobalt, a wholly owned subsidiary of Mantle Ridge, advises the accounts of MR Cobalt Offshore Fund AB LLC and MR Cobalt Offshore Fund CB 02 LLC, each a Cayman Islands exempted company (all such funds and their subsidiaries together, the "Mantle Ridge Funds").

F3 · ownership.nature: MR Cobalt, as the investment adviser to the Mantle Ridge Funds, and Mantle Ridge, as the sole member of MR Cobalt, each may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934. By virtue of Paul C. Hilal's position as ultimately controlling MR Cobalt and Mantle Ridge, Paul C. Hilal may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a). Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein.

F4 · ownership.nature: Paul C. Hilal is a member of the board of directors of the Issuer, and as a result, each of the other Reporting Persons may be directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934.

Read SEC document
July 11, 2025 Filed Jul 15, 2025 20:05 UTC
Mantle Ridge LPDirector by deputization
MR Cobalt Advisor LLCDirector by deputization
Hilal Paul CDirector
OtherCash Settled Share Forward Transactions · Derivative 2,501,339 $98.00 Strike: $153.87 $245,131,222.00
Disclosure

SEC source: 0001104659-25-068079 · tm2520931-1_4seq1.xml · derivative · entry 6

Mantle Ridge LP · CIK 0001695459 · Director by deputization

MR Cobalt Advisor LLC · CIK 0001893902 · Director by deputization

Hilal Paul C · CIK 0001413084 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 2,501,339

Underlying: Common Stock · 2,501,339 shares

Expires 2028-07-14

F10 · derivative.exercise_price: The forward price for the relevant Deemed PSF Agreements or Deemed CSF Agreements, as applicable, is $153.87 (subject to certain adjustments in accordance with the Deemed PSF Forwards or the Deemed CSF Agreements, as applicable), which forward price is rounded to the nearest hundredth and represents the strike price plus a previously paid premium under the relevant PSF-Option Agreement or CSF-Option Agreements, as applicable.

F1 · ownership.nature: In addition to Mantle Ridge LP, a Delaware limited partnership ("Mantle Ridge"), this Form 4 is being filed jointly by MR Cobalt Advisor LLC, a Delaware limited liability company ("MR Cobalt"), and Paul C. Hilal, a citizen of the United States of America (collectively, the "Reporting Persons"), each of whom has the same business address as Mantle Ridge and may be deemed to have a pecuniary interest in securities reported on this Form 4 (the "Subject Securities"). All Subject Securities reported on this Form 4 are rounded up to the nearest whole share.

F2 · ownership.nature: MR Cobalt, a wholly owned subsidiary of Mantle Ridge, advises the accounts of MR Cobalt Offshore Fund AB LLC and MR Cobalt Offshore Fund CB 02 LLC, each a Cayman Islands exempted company (all such funds and their subsidiaries together, the "Mantle Ridge Funds").

F3 · ownership.nature: MR Cobalt, as the investment adviser to the Mantle Ridge Funds, and Mantle Ridge, as the sole member of MR Cobalt, each may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934. By virtue of Paul C. Hilal's position as ultimately controlling MR Cobalt and Mantle Ridge, Paul C. Hilal may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a). Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein.

F4 · ownership.nature: Paul C. Hilal is a member of the board of directors of the Issuer, and as a result, each of the other Reporting Persons may be directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934.

Read SEC document
July 11, 2025 Filed Jul 15, 2025 20:05 UTC
Mantle Ridge LPDirector by deputization
MR Cobalt Advisor LLCDirector by deputization
Hilal Paul CDirector
OtherCall Option on Cash Settled Share Forward Transactions · Derivative 2,501,339 $0.00 Strike: $98.00 $0.00
Disclosure

SEC source: 0001104659-25-068079 · tm2520931-1_4seq1.xml · derivative · entry 5

Mantle Ridge LP · CIK 0001695459 · Director by deputization

MR Cobalt Advisor LLC · CIK 0001893902 · Director by deputization

Hilal Paul C · CIK 0001413084 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Cash Settled Share Forward Transactions · 2,501,339 shares

Expires 2025-07-18

F8 · kind: On July 11, 2025, each Mantle Ridge Fund exercised its American-style call option transactions exercisable into cash-settled share forward transactions (the "CSF-Option Agreements") with the Option Counterparty pursuant to which, upon paying the strike price of such CSF-Option Agreements, each Mantle Ridge Fund and the Option Counterparty were deemed to enter into such share forward transactions (each, a "Deemed CSF Agreement") collectively referencing an aggregate number of shares of Common Stock equal to the shares underlying the number of options exercised.

F9 · kind: [continued from FN(8)] Under the terms of the Deemed CSF Agreements, at maturity or upon early termination, the Mantle Ridge Funds will pay to the Option Counterparty any decrease in, and receive from the Option Counterparty any increase in, the market price of the referenced number of shares of Common Stock during a period determined in accordance with the Deemed CSF Agreement around each valuation date compared with the agreed-upon forward price (plus a financing charge), as adjusted to account for any cash dividends or distributions declared by the Issuer. The relevant Mantle Ridge Fund may elect to terminate the Deemed CSF Agreement early, in which case the valuation date will occur on such early termination date.

F1 · ownership.nature: In addition to Mantle Ridge LP, a Delaware limited partnership ("Mantle Ridge"), this Form 4 is being filed jointly by MR Cobalt Advisor LLC, a Delaware limited liability company ("MR Cobalt"), and Paul C. Hilal, a citizen of the United States of America (collectively, the "Reporting Persons"), each of whom has the same business address as Mantle Ridge and may be deemed to have a pecuniary interest in securities reported on this Form 4 (the "Subject Securities"). All Subject Securities reported on this Form 4 are rounded up to the nearest whole share.

F2 · ownership.nature: MR Cobalt, a wholly owned subsidiary of Mantle Ridge, advises the accounts of MR Cobalt Offshore Fund AB LLC and MR Cobalt Offshore Fund CB 02 LLC, each a Cayman Islands exempted company (all such funds and their subsidiaries together, the "Mantle Ridge Funds").

F3 · ownership.nature: MR Cobalt, as the investment adviser to the Mantle Ridge Funds, and Mantle Ridge, as the sole member of MR Cobalt, each may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934. By virtue of Paul C. Hilal's position as ultimately controlling MR Cobalt and Mantle Ridge, Paul C. Hilal may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a). Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein.

F4 · ownership.nature: Paul C. Hilal is a member of the board of directors of the Issuer, and as a result, each of the other Reporting Persons may be directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934.

Read SEC document
July 11, 2025 Filed Jul 15, 2025 20:05 UTC
Mantle Ridge LPDirector by deputization
MR Cobalt Advisor LLCDirector by deputization
Hilal Paul CDirector
OtherShare Forward Transactions · Derivative 636,151 $81.00 Strike: $148.86 $51,528,231.00
Disclosure

SEC source: 0001104659-25-068079 · tm2520931-1_4seq1.xml · derivative · entry 4

Mantle Ridge LP · CIK 0001695459 · Director by deputization

MR Cobalt Advisor LLC · CIK 0001893902 · Director by deputization

Hilal Paul C · CIK 0001413084 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 636,151

Underlying: Common Stock · 636,151 shares

Expires 2028-07-14

F11 · derivative.exercise_price: The forward price for the relevant Deemed PSF Agreements or Deemed CSF Agreements, as applicable, is $148.86 (subject to certain adjustments in accordance with the Deemed PSF Agreements or the Deemed CSF Agreements, as applicable), which forward price is rounded to the nearest hundredth and represents the strike price plus a previously paid premium under the relevant PSF-Option Agreement or CSF-Option Agreements, as applicable.

F1 · ownership.nature: In addition to Mantle Ridge LP, a Delaware limited partnership ("Mantle Ridge"), this Form 4 is being filed jointly by MR Cobalt Advisor LLC, a Delaware limited liability company ("MR Cobalt"), and Paul C. Hilal, a citizen of the United States of America (collectively, the "Reporting Persons"), each of whom has the same business address as Mantle Ridge and may be deemed to have a pecuniary interest in securities reported on this Form 4 (the "Subject Securities"). All Subject Securities reported on this Form 4 are rounded up to the nearest whole share.

F2 · ownership.nature: MR Cobalt, a wholly owned subsidiary of Mantle Ridge, advises the accounts of MR Cobalt Offshore Fund AB LLC and MR Cobalt Offshore Fund CB 02 LLC, each a Cayman Islands exempted company (all such funds and their subsidiaries together, the "Mantle Ridge Funds").

F3 · ownership.nature: MR Cobalt, as the investment adviser to the Mantle Ridge Funds, and Mantle Ridge, as the sole member of MR Cobalt, each may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934. By virtue of Paul C. Hilal's position as ultimately controlling MR Cobalt and Mantle Ridge, Paul C. Hilal may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a). Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein.

F4 · ownership.nature: Paul C. Hilal is a member of the board of directors of the Issuer, and as a result, each of the other Reporting Persons may be directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934.

Read SEC document
July 11, 2025 Filed Jul 15, 2025 20:05 UTC
Mantle Ridge LPDirector by deputization
MR Cobalt Advisor LLCDirector by deputization
Hilal Paul CDirector
OtherCall Option on Share Forward Transactions · Derivative 636,151 $0.00 Strike: $81.00 $0.00
Disclosure

SEC source: 0001104659-25-068079 · tm2520931-1_4seq1.xml · derivative · entry 3

Mantle Ridge LP · CIK 0001695459 · Director by deputization

MR Cobalt Advisor LLC · CIK 0001893902 · Director by deputization

Hilal Paul C · CIK 0001413084 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Share Forward Transactions · 636,151 shares

Expires 2025-07-18

F5 · kind: On July 11, 2025, each Mantle Ridge Fund exercised its American-style call option transactions exercisable into share forward transactions that may be cash or physically settled (the "PSF-Option Agreements") with an unaffiliated third-party financial institution (the "Option Counterparty") pursuant to which, upon paying the strike price of such PSF-Option Agreements, each Mantle Ridge Fund and the Option Counterparty were deemed to enter into such share forward transactions (each, a "Deemed PSF Agreement") collectively referencing an aggregate number of shares of Common Stock equal to the number of shares underlying the options exercised.

F6 · kind: [continued from FN(5)] Under the terms of the Deemed PSF Agreements, at maturity, subject to certain conditions, the Mantle Ridge Funds will purchase each share of Common Stock underlying its Deemed PSF Agreements at the agreed-upon forward price plus a financing charge, unless the conditions to physical settlement are not satisfied or the Mantle Ridge Funds elect cash settlement, in which case cash settlement will apply and the relevant Mantle Ridge Fund will pay to the Option Counterparty any decrease in, and receive from the Option Counterparty any increase in, the market price of the referenced number of shares of Common Stock during a period determined in accordance with the Deemed PSF Agreement around each valuation date (including if the relevant Mantle Ridge Fund elects to early terminate such Deemed PSF Agreement) compared with the agreed-upon forward price (plus a financing charge), as adjusted to account for any cash dividends or distributions declared by the Issuer.

F7 · kind: [continued from FN(6)] The relevant Mantle Ridge Fund may elect to terminate the Deemed PSF Agreement early, in which case the valuation date will occur on such early termination date.

F1 · ownership.nature: In addition to Mantle Ridge LP, a Delaware limited partnership ("Mantle Ridge"), this Form 4 is being filed jointly by MR Cobalt Advisor LLC, a Delaware limited liability company ("MR Cobalt"), and Paul C. Hilal, a citizen of the United States of America (collectively, the "Reporting Persons"), each of whom has the same business address as Mantle Ridge and may be deemed to have a pecuniary interest in securities reported on this Form 4 (the "Subject Securities"). All Subject Securities reported on this Form 4 are rounded up to the nearest whole share.

F2 · ownership.nature: MR Cobalt, a wholly owned subsidiary of Mantle Ridge, advises the accounts of MR Cobalt Offshore Fund AB LLC and MR Cobalt Offshore Fund CB 02 LLC, each a Cayman Islands exempted company (all such funds and their subsidiaries together, the "Mantle Ridge Funds").

F3 · ownership.nature: MR Cobalt, as the investment adviser to the Mantle Ridge Funds, and Mantle Ridge, as the sole member of MR Cobalt, each may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934. By virtue of Paul C. Hilal's position as ultimately controlling MR Cobalt and Mantle Ridge, Paul C. Hilal may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a). Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein.

F4 · ownership.nature: Paul C. Hilal is a member of the board of directors of the Issuer, and as a result, each of the other Reporting Persons may be directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934.

Read SEC document
July 11, 2025 Filed Jul 15, 2025 20:05 UTC
Mantle Ridge LPDirector by deputization
MR Cobalt Advisor LLCDirector by deputization
Hilal Paul CDirector
OtherShare Forward Transactions · Derivative 900,360 $98.00 Strike: $153.87 $88,235,280.00
Disclosure

SEC source: 0001104659-25-068079 · tm2520931-1_4seq1.xml · derivative · entry 2

Mantle Ridge LP · CIK 0001695459 · Director by deputization

MR Cobalt Advisor LLC · CIK 0001893902 · Director by deputization

Hilal Paul C · CIK 0001413084 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 900,360

Underlying: Common Stock · 900,360 shares

Expires 2028-07-14

F10 · derivative.exercise_price: The forward price for the relevant Deemed PSF Agreements or Deemed CSF Agreements, as applicable, is $153.87 (subject to certain adjustments in accordance with the Deemed PSF Forwards or the Deemed CSF Agreements, as applicable), which forward price is rounded to the nearest hundredth and represents the strike price plus a previously paid premium under the relevant PSF-Option Agreement or CSF-Option Agreements, as applicable.

F1 · ownership.nature: In addition to Mantle Ridge LP, a Delaware limited partnership ("Mantle Ridge"), this Form 4 is being filed jointly by MR Cobalt Advisor LLC, a Delaware limited liability company ("MR Cobalt"), and Paul C. Hilal, a citizen of the United States of America (collectively, the "Reporting Persons"), each of whom has the same business address as Mantle Ridge and may be deemed to have a pecuniary interest in securities reported on this Form 4 (the "Subject Securities"). All Subject Securities reported on this Form 4 are rounded up to the nearest whole share.

F2 · ownership.nature: MR Cobalt, a wholly owned subsidiary of Mantle Ridge, advises the accounts of MR Cobalt Offshore Fund AB LLC and MR Cobalt Offshore Fund CB 02 LLC, each a Cayman Islands exempted company (all such funds and their subsidiaries together, the "Mantle Ridge Funds").

F3 · ownership.nature: MR Cobalt, as the investment adviser to the Mantle Ridge Funds, and Mantle Ridge, as the sole member of MR Cobalt, each may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934. By virtue of Paul C. Hilal's position as ultimately controlling MR Cobalt and Mantle Ridge, Paul C. Hilal may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a). Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein.

F4 · ownership.nature: Paul C. Hilal is a member of the board of directors of the Issuer, and as a result, each of the other Reporting Persons may be directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934.

Read SEC document
July 11, 2025 Filed Jul 15, 2025 20:05 UTC
Mantle Ridge LPDirector by deputization
MR Cobalt Advisor LLCDirector by deputization
Hilal Paul CDirector
OtherCall Option on Share Forward Transactions · Derivative 900,360 $0.00 Strike: $98.00 $0.00
Disclosure

SEC source: 0001104659-25-068079 · tm2520931-1_4seq1.xml · derivative · entry 1

Mantle Ridge LP · CIK 0001695459 · Director by deputization

MR Cobalt Advisor LLC · CIK 0001893902 · Director by deputization

Hilal Paul C · CIK 0001413084 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Share Forward Transactions · 900,360 shares

Expires 2025-07-18

F5 · kind: On July 11, 2025, each Mantle Ridge Fund exercised its American-style call option transactions exercisable into share forward transactions that may be cash or physically settled (the "PSF-Option Agreements") with an unaffiliated third-party financial institution (the "Option Counterparty") pursuant to which, upon paying the strike price of such PSF-Option Agreements, each Mantle Ridge Fund and the Option Counterparty were deemed to enter into such share forward transactions (each, a "Deemed PSF Agreement") collectively referencing an aggregate number of shares of Common Stock equal to the number of shares underlying the options exercised.

F6 · kind: [continued from FN(5)] Under the terms of the Deemed PSF Agreements, at maturity, subject to certain conditions, the Mantle Ridge Funds will purchase each share of Common Stock underlying its Deemed PSF Agreements at the agreed-upon forward price plus a financing charge, unless the conditions to physical settlement are not satisfied or the Mantle Ridge Funds elect cash settlement, in which case cash settlement will apply and the relevant Mantle Ridge Fund will pay to the Option Counterparty any decrease in, and receive from the Option Counterparty any increase in, the market price of the referenced number of shares of Common Stock during a period determined in accordance with the Deemed PSF Agreement around each valuation date (including if the relevant Mantle Ridge Fund elects to early terminate such Deemed PSF Agreement) compared with the agreed-upon forward price (plus a financing charge), as adjusted to account for any cash dividends or distributions declared by the Issuer.

F7 · kind: [continued from FN(6)] The relevant Mantle Ridge Fund may elect to terminate the Deemed PSF Agreement early, in which case the valuation date will occur on such early termination date.

F1 · ownership.nature: In addition to Mantle Ridge LP, a Delaware limited partnership ("Mantle Ridge"), this Form 4 is being filed jointly by MR Cobalt Advisor LLC, a Delaware limited liability company ("MR Cobalt"), and Paul C. Hilal, a citizen of the United States of America (collectively, the "Reporting Persons"), each of whom has the same business address as Mantle Ridge and may be deemed to have a pecuniary interest in securities reported on this Form 4 (the "Subject Securities"). All Subject Securities reported on this Form 4 are rounded up to the nearest whole share.

F2 · ownership.nature: MR Cobalt, a wholly owned subsidiary of Mantle Ridge, advises the accounts of MR Cobalt Offshore Fund AB LLC and MR Cobalt Offshore Fund CB 02 LLC, each a Cayman Islands exempted company (all such funds and their subsidiaries together, the "Mantle Ridge Funds").

F3 · ownership.nature: MR Cobalt, as the investment adviser to the Mantle Ridge Funds, and Mantle Ridge, as the sole member of MR Cobalt, each may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934. By virtue of Paul C. Hilal's position as ultimately controlling MR Cobalt and Mantle Ridge, Paul C. Hilal may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a). Each of the Reporting Persons disclaims any beneficial ownership of any of the Subject Securities, except to the extent of any pecuniary interest therein.

F4 · ownership.nature: Paul C. Hilal is a member of the board of directors of the Issuer, and as a result, each of the other Reporting Persons may be directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934.

Read SEC document
July 05, 2025 Filed Jul 8, 2025 19:56 UTC
Schumacher StevenChief People Officer
Tax withholdingCommon Stock 189 $101.91 $19,260.99
Disclosure

SEC source: 0001127602-25-019015 · form4.xml · nonDerivative · entry 1

Schumacher Steven · CIK 0002040434 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,797

F1 · shares: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.

Read SEC document
July 01, 2025 Filed Jul 3, 2025 21:48 UTC GrantCommon Stock 1,477 $101.50 $149,915.50
Disclosure

SEC source: 0001127602-25-018932 · form4.xml · nonDerivative · entry 1

JOHNSON TIMOTHY A · CIK 0001278800 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,153

F1 · shares: Represents the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan.

Read SEC document
July 01, 2025 Filed Jul 3, 2025 21:29 UTC ConversionPhantom Stock · Derivative 1,239 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-018930 · form4.xml · derivative · entry 3

Randolph Diane · CIK 0001800882 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,239 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F2 · shares: Shares of phantom stock previously reported by the Reporting Person for director's fees earned for service in 2023 which were deferred under the director deferred compensation program.

F3 · price: N/A

F5 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

F5 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

Read SEC document
July 01, 2025 Filed Jul 3, 2025 21:29 UTC ConversionCommon Stock 1,239 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-018930 · form4.xml · nonDerivative · entry 2

Randolph Diane · CIK 0001800882 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,716

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · shares: Shares of phantom stock previously reported by the Reporting Person for director's fees earned for service in 2023 which were deferred under the director deferred compensation program.

F3 · price: N/A

Read SEC document
July 01, 2025 Filed Jul 3, 2025 21:29 UTC GrantCommon Stock 1,477 $101.50 $149,915.50
Disclosure

SEC source: 0001127602-25-018930 · form4.xml · nonDerivative · entry 1

Randolph Diane · CIK 0001800882 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,477

F1 · shares: Represents the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan.

Read SEC document
July 01, 2025 Filed Jul 3, 2025 21:45 UTC GrantCommon Stock 1,477 $101.50 $149,915.50
Disclosure

SEC source: 0001127602-25-018931 · form4.xml · nonDerivative · entry 1

Douglas William W III · CIK 0001294156 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,653

F1 · shares: Represents the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan.

Read SEC document
July 01, 2025 Filed Jul 3, 2025 21:23 UTC GrantPhantom Stock · Derivative 1,477.83 $101.50 $149,999.75
Disclosure

SEC source: 0001127602-25-018928 · form4.xml · derivative · entry 2

NAYLOR JEFFREY G · CIK 0001191210 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,477.83

Underlying: Common Stock · 1,477.83 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.

F3 · shares: Represents deferral of the annual director equity award under the Non-Employee Director Deferred Compensation Program.

F4 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

F4 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.

Read SEC document
July 01, 2025 Filed Jul 3, 2025 21:25 UTC GrantCommon Stock 1,477 $101.50 $149,915.50
Disclosure

SEC source: 0001127602-25-018929 · form4.xml · nonDerivative · entry 1

HEINRICH DANIEL J · CIK 0001203226 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 11,300

F1 · shares: Represents the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.