Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR TREE, INC.DLTR · Entity 3189 | Chief Strategy Officer | April 07, 2022 | April 08, 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 April 07, 2022 · Filed April 08, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,085 |
Ending reported balance
After 2022-04-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-04-07 · Sale · Disposed 542 · Balance 18,431 Row 2 · 2022-04-08 · Sale · Disposed 1,346 · Balance 17,085 |
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 30, 2019 Filed Apr 3, 2019 19:18 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 1,426 | $105.04 | $149,787.04 |
DisclosureSEC source: 0001127602-19-014553 · form4.xml · nonDerivative · entry 2 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,006 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 30, 2019 Filed Apr 3, 2019 19:18 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 3,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-014553 · form4.xml · nonDerivative · entry 1 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,432 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: 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 18, 2019 Filed Mar 20, 2019 19:48 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 2,218 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-19-012430 · form4.xml · derivative · entry 6 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,218 shares Expires 2019-03-18 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 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F4 · shares: Award fully vest at third anniversary of the grant date. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 18, 2019 Filed Mar 20, 2019 19:48 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 2,915 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-19-012430 · form4.xml · derivative · entry 5 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,915 shares Expires 2017-03-18 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 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. F1 · derivative.exercise_date: Portion vested at anniversary of three-year award. Read SEC document |
| March 18, 2019 Filed Mar 20, 2019 19:48 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 668 | $101.03 | $67,488.04 |
DisclosureSEC source: 0001127602-19-012430 · form4.xml · nonDerivative · entry 4 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,272 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 18, 2019 Filed Mar 20, 2019 19:48 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 2,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-012430 · form4.xml · nonDerivative · entry 3 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,940 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 · shares: Award fully vest at third anniversary of the grant date. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 18, 2019 Filed Mar 20, 2019 19:48 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 872 | $101.03 | $88,098.16 |
DisclosureSEC source: 0001127602-19-012430 · form4.xml · nonDerivative · entry 2 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,722 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 18, 2019 Filed Mar 20, 2019 19:48 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-012430 · form4.xml · nonDerivative · entry 1 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,594 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: 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 13, 2019 Filed Mar 15, 2019 18:55 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantRestricted Stock Unit · Derivative | 2,218 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-011530 · form4.xml · derivative · entry 2 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,218 Underlying: Common Stock · 2,218 shares Expires 2019-03-18 F1 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F3 · date: The Compensation Committee certified on 3/13/2019 the level of performance achieved for the performance-based RSUs awarded on 3/18/2016 pursuant to the Long-Term Performance Plan for fiscal years 2016, 2017 and 2018. The award will fully vest on March 18, 2019. Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 18:55 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantRestricted Stock Unit · Derivative | 9,480 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-011530 · form4.xml · derivative · entry 1 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,480 Underlying: Common Stock · 9,480 shares Expires 2019-03-30 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 3/13/2019 that the Company achieved its 2018 performance target for performance-based restricted stock units granted on 3/30/2018, and that shares will vest in approximately three equal installments, beginning on the first anniversary of the award date, subject to continued employment. Read SEC document |
| March 11, 2019 Filed Mar 11, 2019 22:14 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | SaleCommon Stock | 13,310 | $102.80 | $1,368,331.89 |
DisclosureSEC source: 0001127602-19-010876 · form4.xml · nonDerivative · entry 1 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,679 F1 · price: Represents the weighted average price for shares sold at the range between $102.56 and $103.0757. The filer will provide full information regarding the number of shares sold at each price upon request. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 17:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 3,610 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-18-013529 · form4.xml · derivative · entry 3 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,220 Underlying: Common Stock · 3,610 shares Expires 2018-03-31 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 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F1 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 17:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 1,629 | $94.90 | $154,592.10 |
DisclosureSEC source: 0001127602-18-013529 · form4.xml · nonDerivative · entry 2 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,725 F2 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 17:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 3,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-013529 · form4.xml · nonDerivative · entry 1 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,354 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 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 19:24 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 5,554 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-18-012999 · form4.xml · derivative · entry 6 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,554 shares Expires 2018-03-27 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 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F4 · shares: The Compensation Committee certified on 3/14/2018 the level of performance achieved for the performance-based RSUs awarded on 4/23/2015 pursuant to the Long-Term Performance Plan for fiscal years 2015, 2016 and 2017. The award will fully vest on March 27, 2018. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 19:24 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 2,447 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-18-012999 · form4.xml · derivative · entry 5 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,447 shares Expires 2016-03-27 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 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. F5 · derivative.exercise_date: The Compensation Committee certified on 3/9/2016 that the Company achieved its 2015 performance target for performanced-based restricted stock units granted on 3/27/2015, and that shares will vest in approximately three equal installments, beginning on the first anniversary of the award date, subject to continued employment. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 19:24 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 2,505 | $93.63 | $234,543.15 |
DisclosureSEC source: 0001127602-18-012999 · form4.xml · nonDerivative · entry 4 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,744 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 19:24 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 5,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-012999 · form4.xml · nonDerivative · entry 3 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,249 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 · shares: The Compensation Committee certified on 3/14/2018 the level of performance achieved for the performance-based RSUs awarded on 4/23/2015 pursuant to the Long-Term Performance Plan for fiscal years 2015, 2016 and 2017. The award will fully vest on March 27, 2018. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 19:24 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 1,104 | $93.63 | $103,367.52 |
DisclosureSEC source: 0001127602-18-012999 · form4.xml · nonDerivative · entry 2 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,695 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 19:24 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 2,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-012999 · form4.xml · nonDerivative · entry 1 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,799 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: 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 18, 2018 Filed Mar 20, 2018 22:00 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 2,915 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-012313 · form4.xml · derivative · entry 3 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,915 Underlying: Common Stock · 2,915 shares Expires 2017-03-18 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: Convert without cost to shares of common stock on a one-for-one basis. F1 · kind: Portion vested at anniversary of three-year award. F1 · derivative.exercise_date: Portion vested at anniversary of three-year award. Read SEC document |
| March 18, 2018 Filed Mar 20, 2018 22:00 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 873 | $95.75 | $83,589.75 |
DisclosureSEC source: 0001127602-18-012313 · form4.xml · nonDerivative · entry 2 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,352 F2 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 18, 2018 Filed Mar 20, 2018 22:00 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-012313 · form4.xml · nonDerivative · entry 1 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,225 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. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 17:07 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantRestricted Stock Unit · Derivative | 5,554 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011786 · form4.xml · derivative · entry 2 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,554 Underlying: Common Stock · 5,554 shares Expires 2018-03-27 F1 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F3 · date: The Compensation Committee certified on 3/14/2018 the level of performance achieved for the performance-based RSUs awarded on 4/23/2015 pursuant to the Long-Term Performance Plan for fiscal years 2015, 2016 and 2017. The award will fully vest on March 27, 2018. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 17:07 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantRestricted Stock Unit · Derivative | 10,830 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011786 · form4.xml · derivative · entry 1 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,830 Underlying: Common Stock · 10,830 shares Expires 2018-03-31 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 3/14/2018 that the Company achieved its 2017 performance target for performance-based restricted stock units granted on 3/31/2017, and that shares will vest in approximately three equal installments, beginning on the first anniversary of the award date, subject to continued employment. Read SEC document |
| November 21, 2017 Filed Nov 21, 2017 19:37 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | SaleCommon Stock | 9,192 | $99.80 | $917,361.60 |
DisclosureSEC source: 0001127602-17-032971 · form4.xml · nonDerivative · entry 1 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,199 F1 · kind: 10b5-1: Transactions pursuant to preplanned trading arrangements established under SEC Rule 10b5-1(c)(1). Read SEC document |
| October 06, 2017 Filed Oct 6, 2017 14:32 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | SaleCommon Stock | 4,496 | $89.00 | $400,144.00 |
DisclosureSEC source: 0001127602-17-029518 · form4.xml · nonDerivative · entry 2 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,391 Read SEC document |
| September 25, 2017 Filed Oct 6, 2017 14:32 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | SaleCommon Stock | 1,100 | $85.18 | $93,692.83 |
DisclosureSEC source: 0001127602-17-029518 · form4.xml · nonDerivative · entry 1 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,887 F1 · price: Represents the weighted average price for shares sold at the range between $85.18 and $85.1753. The filer will provide full information regarding the number of shares sold at each price upon request. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 22:07 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 4,198 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-17-014108 · form4.xml · derivative · entry 6 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,198 shares Expires 2017-04-01 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 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F4 · shares: The award will fully vest on April 1, 2017. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. F4 · derivative.exercise_date: The award will fully vest on April 1, 2017. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 22:07 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 3,175 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-17-014108 · form4.xml · derivative · entry 5 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,175 shares Expires 2015-04-01 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 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. F5 · derivative.exercise_date: The Compensation Committee certified on 3/11/2015 that the Company achieved its 2014 performance target for performanced-based restricted stock units granted on 4/1/2014 and that shares will vest in approximately three equal installments, beginning on the first anniversary of the award date, subject to continued employment. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 22:07 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 2,003 | $78.46 | $157,155.38 |
DisclosureSEC source: 0001127602-17-014108 · form4.xml · nonDerivative · entry 4 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,776 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 22:07 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 4,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014108 · form4.xml · nonDerivative · entry 3 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,779 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 · shares: The award will fully vest on April 1, 2017. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 22:07 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 1,382 | $78.46 | $108,431.72 |
DisclosureSEC source: 0001127602-17-014108 · form4.xml · nonDerivative · entry 2 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,581 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 22:07 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 3,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014108 · form4.xml · nonDerivative · entry 1 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,963 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: 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 27, 2017 Filed Mar 29, 2017 21:32 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 2,447 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-17-013192 · form4.xml · derivative · entry 3 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,447 Underlying: Common Stock · 2,447 shares Expires 2016-03-27 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 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. 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. F4 · derivative.exercise_date: The Compensation Committee certified on 3/9/2016 that the Company achieved its 2015 performance target for performanced-based restricted stock units granted on 3/27/2015, and that shares will vest in approximately three equal installments, beginning on the first anniversary of the award date, subject to continued employment. Read SEC document |
| March 27, 2017 Filed Mar 29, 2017 21:32 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 810 | $76.13 | $61,665.30 |
DisclosureSEC source: 0001127602-17-013192 · form4.xml · nonDerivative · entry 2 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,788 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 27, 2017 Filed Mar 29, 2017 21:32 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 2,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013192 · form4.xml · nonDerivative · entry 1 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,598 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 18, 2017 Filed Mar 21, 2017 20:35 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 2,915 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-17-012526 · form4.xml · derivative · entry 3 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,830 Underlying: Common Stock · 2,915 shares Expires 2017-03-18 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 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. 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. F1 · derivative.exercise_date: Portion vested at anniversary of three-year award. Read SEC document |
| March 18, 2017 Filed Mar 21, 2017 20:35 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 957 | $75.70 | $72,444.90 |
DisclosureSEC source: 0001127602-17-012526 · form4.xml · nonDerivative · entry 2 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,151 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 18, 2017 Filed Mar 21, 2017 20:35 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-012526 · form4.xml · nonDerivative · entry 1 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,108 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 23:05 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantRestricted Stock Unit · Derivative | 4,198 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011140 · form4.xml · derivative · entry 2 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,198 Underlying: Common Stock · 4,198 shares Expires 2017-04-01 F1 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F4 · date: The Compensation Committee certified on 3/8/2017 the level of performance achieved for the performance-based RSUs awarded on 4/1/2014 pursuant to the Long-Term Performance Plan for fiscal years 2014, 2015 and 2016. The award will fully vest on April 1, 2017. F5 · derivative.exercise_date: The award will fully vest on April 1, 2017. Read SEC document |
| March 08, 2017 Filed Mar 9, 2017 23:05 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantRestricted Stock Unit · Derivative | 8,745 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011140 · form4.xml · derivative · entry 1 Jacobs David A. · CIK 0001546549 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,745 Underlying: Common Stock · 8,745 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.