Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burlington Stores, Inc.BURL · Entity 1691 | EVP, General Counsel and Sec. | July 20, 2017 | July 24, 2017 |
| DOLLAR TREE, INC.DLTR · Entity 3189 | Chief Legal Officer | December 30, 2022 | January 03, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Burlington Stores, Inc.
Report date July 20, 2017 · Filed July 24, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,171 |
Reported balance
After 2017-07-20 transaction · row 1
1 source rowRow 1 · 2017-07-20 · Tax withholding · Disposed 213 · Balance 6,171 |
DOLLAR TREE, INC.
Report date December 30, 2022 · Filed January 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,767 |
Reported balance
After 2022-12-30 transaction · row 1
1 source rowRow 1 · 2022-12-30 · Grant · Acquired 1,767 · Balance 1,767 F1: Restricted stock units that vest in three approximately equal annual installments beginning on the anniversary of the award date, subject to continued employment. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units that vest in three approximately equal annual installments beginning on the anniversary of the award date, subject to continued employment.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 30, 2022 Filed Jan 3, 2023 19:26 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock | 1,767 | $141.44 | $249,924.48 |
DisclosureSEC source: 0001127602-23-000088 · form4.xml · nonDerivative · entry 1 Dhillon Janet · CIK 0001374487 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,767 F1 · shares: Restricted stock units that vest in three approximately equal annual installments beginning on the anniversary of the award date, subject to continued employment. Read SEC document |
| July 20, 2017 Filed Jul 24, 2017 16:21 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 213 | $87.49 | $18,635.37 |
DisclosureSEC source: 0001209191-17-046070 · doc4.xml · nonDerivative · entry 1 Dhillon Janet · CIK 0001374487 · EVP, General Counsel and Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,171 Read SEC document |
| May 01, 2017 Filed May 3, 2017 17:07 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantEmployee Stock Option (right to buy) · Derivative | 11,447 | $0.00 Strike: $98.92 | $0.00 |
DisclosureSEC source: 0001209191-17-029717 · doc4.xml · derivative · entry 2 Dhillon Janet · CIK 0001374487 · EVP, General Counsel and Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,447 Underlying: Common Stock · 11,447 shares Expires 2027-05-01 F2 · derivative.exercise_date: The options become exercisable as to 25% of the shares on May 1, 2018, as to an additional 25% of the shares on May 1, 2019, as to an additional 25% of the shares on May 1, 2020, and as to the remaining 25% of the shares on May 1, 2021. Read SEC document |
| May 01, 2017 Filed May 3, 2017 17:07 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 1,659 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-029717 · doc4.xml · nonDerivative · entry 1 Dhillon Janet · CIK 0001374487 · EVP, General Counsel and Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,384 F1 · security: Restricted common stock granted on May 1, 2017, vesting one-quarter on each of the first four anniversaries of the grant date. Read SEC document |
| April 10, 2017 Filed Apr 12, 2017 16:19 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 170 | $92.92 | $15,796.40 |
DisclosureSEC source: 0001209191-17-026675 · doc4.xml · nonDerivative · entry 1 Dhillon Janet · CIK 0001374487 · EVP, General Counsel and Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,725 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.