Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR TREE, INC.DLTR · Entity 3189 | Director · President and CEO | August 28, 2022 | August 30, 2022 |
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.
DOLLAR TREE, INC.
Report date August 28, 2022 · Filed August 30, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 127,849 |
Reported balance
After 2022-08-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-08-28 · Exercise / conversion · Acquired 10,292 · Balance 127,849 F1: Portion vested at anniversary of three-year award. F2: Convert without cost to shares of common stock on a one-for-one basis. F3: The reported transaction involved the vesting of 10,292 restricted stock units at the anniversary of the three-year award. The reporting person has previously reported awards of restricted stock units in Table II of Form 4. The total reported in Column 5 includes the 10,292 newly vested shares, 62,230 restricted stock units previously reported in Table II (including 10,292 unvested restricted stock units unvested in connection with the three-year award reported herein), and 55,327 shares of common stock. |
| Common StockSEC Table I · non-derivative | Direct | 123,207 |
Reported balance
After 2022-08-28 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-08-28 · Tax withholding · Disposed 4,642 · Balance 123,207 F4: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Portion vested at anniversary of three-year award.
F2: Convert without cost to shares of common stock on a one-for-one basis.
F3: The reported transaction involved the vesting of 10,292 restricted stock units at the anniversary of the three-year award. The reporting person has previously reported awards of restricted stock units in Table II of Form 4. The total reported in Column 5 includes the 10,292 newly vested shares, 62,230 restricted stock units previously reported in Table II (including 10,292 unvested restricted stock units unvested in connection with the three-year award reported herein), and 55,327 shares of common stock.
F4: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| March 18, 2017 Filed Mar 21, 2017 21:05 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 2,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-012541 · form4.xml · nonDerivative · entry 1 Witynski Michael A. · CIK 0001648123 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,879 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 · kind: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 08, 2017 Filed Mar 9, 2017 22:50 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantRestricted Stock Unit · Derivative | 7,495 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011126 · form4.xml · derivative · entry 1 Witynski Michael A. · CIK 0001648123 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,495 Underlying: Common Stock · 7,495 shares Expires 2017-03-18 F1 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F2 · date: The Compensation Committee certified on 3/8/2017 that the Company achieved its 2016 performance target for performance-based restricted stock units granted on 3/18/2016, and that shares will vest in approximately three equal installments, beginning on the first anniversary of the award date, subject to continued employment. F3 · derivative.exercise_date: Portion vested at anniversary of three-year award. 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.