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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 1 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 1 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 1 |
| Sep 2026 | 0 | 1 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 3, 2026 21:55 UTC |
Stahl StephanieDirector
|
GrantPhantom Stock · Derivative | 413.98 | $108.70 | $44,999.63 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
KELLY EDWARD J IIIDirector
|
GrantPhantom Stock · Derivative | 344.99 | $108.70 | $37,500.41 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
KELLY EDWARD J IIIDirector
|
GrantPhantom Stock · Derivative | 304.85 | $123.01 | $37,499.60 |
DisclosureSEC 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 |
Stahl StephanieDirector
|
GrantPhantom Stock · Derivative | 365.82 | $123.01 | $44,999.52 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
GRISE CHERYL WDirector
|
GrantPhantom Stock · Derivative | 512.07 | $90.32 | $46,250.16 |
DisclosureSEC 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 |
KELLY EDWARD J IIIDirector
|
GrantPhantom Stock · Derivative | 415.19 | $90.32 | $37,499.96 |
DisclosureSEC 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 |
Stahl StephanieDirector
|
GrantPhantom Stock · Derivative | 498.23 | $90.32 | $45,000.13 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Stahl StephanieDirector
|
SaleCommon Stock | 1,185 | $100.32 | $118,878.49 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Stahl StephanieDirector
|
ConversionPhantom Stock · Derivative | 1,185 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Stahl StephanieDirector
|
ConversionCommon Stock | 1,185 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
JOHNSON TIMOTHY ADirector
|
GrantCommon Stock | 1,477 | $101.50 | $149,915.50 |
DisclosureSEC 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 |
Randolph DianeDirector
|
ConversionPhantom Stock · Derivative | 1,239 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Randolph DianeDirector
|
ConversionCommon Stock | 1,239 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Randolph DianeDirector
|
GrantCommon Stock | 1,477 | $101.50 | $149,915.50 |
DisclosureSEC 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 |
Douglas William W IIIDirector
|
GrantCommon Stock | 1,477 | $101.50 | $149,915.50 |
DisclosureSEC 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 |
NAYLOR JEFFREY GDirector
|
GrantPhantom Stock · Derivative | 1,477.83 | $101.50 | $149,999.75 |
DisclosureSEC 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 |
HEINRICH DANIEL JDirector
|
GrantCommon Stock | 1,477 | $101.50 | $149,915.50 |
DisclosureSEC 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.