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Old William A. JR

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128357
SEC CIK
0001583833

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
DOLLAR TREE, INC.DLTR · Entity 3189Chief Legal OfficerApril 01, 2022April 05, 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 01, 2022 · Filed April 05, 2022

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect19,933 Ending reported balance After 2022-04-01 transaction · row 6
6 source rows · reconciled sequence

Row 1 · 2022-04-01 · Grant · Acquired 2,471 · Balance 14,969

F1: Awarded under the Long-Term Performance Plan for performance in fiscal years 2019, 2020 and 2021.

F2: Convert without cost to shares of common stock on a one-for-one basis.

Row 2 · 2022-04-01 · Tax withholding · Disposed 1,115 · Balance 13,854

F3: Shares deemed surrendered in payment of tax liability.

Row 3 · 2022-04-01 · Exercise / conversion · Acquired 2,590 · Balance 16,444

F4: Portion vested at the third anniversary of a three-year award.

F2: Convert without cost to shares of common stock on a one-for-one basis.

Row 4 · 2022-04-01 · Tax withholding · Disposed 1,169 · Balance 15,275

F3: Shares deemed surrendered in payment of tax liability.

Row 5 · 2022-04-01 · Exercise / conversion · Acquired 8,486 · Balance 23,761

F5: Portion vested at the second anniversary of a three-year award.

F2: Convert without cost to shares of common stock on a one-for-one basis.

Row 6 · 2022-04-01 · Tax withholding · Disposed 3,828 · Balance 19,933

F3: Shares deemed surrendered in payment of tax liability.

Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2022-04-01 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2022-04-01 · Exercise / conversion · Disposed 2,590 · Balance 0

F2: Convert without cost to shares of common stock on a one-for-one basis.

F4: Portion vested at the third anniversary of a three-year award.

F6: Vests in three approximately equal annual installments beginning on the anniversary of the award date, subject to continued employment.

Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct8,486 Reported balance After 2022-04-01 transaction · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · 2022-04-01 · Exercise / conversion · Disposed 8,486 · Balance 8,486

F2: Convert without cost to shares of common stock on a one-for-one basis.

F5: Portion vested at the second anniversary of a three-year award.

F6: Vests 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: Awarded under the Long-Term Performance Plan for performance in fiscal years 2019, 2020 and 2021.

F2: Convert without cost to shares of common stock on a one-for-one basis.

F3: Shares deemed surrendered in payment of tax liability.

F4: Portion vested at the third anniversary of a three-year award.

F5: Portion vested at the second anniversary of a three-year award.

F6: Vests in three approximately equal annual installments beginning on the anniversary of the award date, subject to continued employment.

Transaction history

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

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

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
April 01, 2022 Filed Apr 5, 2022 18:42 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionRestricted Stock Unit · Derivative 8,486 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001127602-22-011423 · form4.xml · derivative · entry 8

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,486

Underlying: Common Stock · 8,486 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.

F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis.

F5 · shares: Portion vested at the second anniversary of a three-year award.

F2 · price: Convert without cost to shares of common stock on a one-for-one basis.

F6 · derivative.exercise_date: Vests in three approximately equal annual installments beginning on the anniversary of the award date, subject to continued employment.

F6 · derivative.expiration_date: Vests in three approximately equal annual installments beginning on the anniversary of the award date, subject to continued employment.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 18:42 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionRestricted Stock Unit · Derivative 2,590 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001127602-22-011423 · form4.xml · derivative · entry 7

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,590 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.

F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis.

F4 · shares: Portion vested at the third anniversary of a three-year award.

F2 · price: Convert without cost to shares of common stock on a one-for-one basis.

F6 · derivative.exercise_date: Vests in three approximately equal annual installments beginning on the anniversary of the award date, subject to continued employment.

F6 · derivative.expiration_date: Vests in three approximately equal annual installments beginning on the anniversary of the award date, subject to continued employment.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 18:42 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Tax withholdingCommon Stock 3,828 $159.43 $610,298.04
Disclosure

SEC source: 0001127602-22-011423 · form4.xml · nonDerivative · entry 6

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,933

F3 · kind: Shares deemed surrendered in payment of tax liability.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 18:42 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionCommon Stock 8,486 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-011423 · form4.xml · nonDerivative · entry 5

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,761

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.

F5 · shares: Portion vested at the second anniversary of a three-year award.

F2 · price: Convert without cost to shares of common stock on a one-for-one basis.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 18:42 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Tax withholdingCommon Stock 1,169 $159.43 $186,373.67
Disclosure

SEC source: 0001127602-22-011423 · form4.xml · nonDerivative · entry 4

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,275

F3 · kind: Shares deemed surrendered in payment of tax liability.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 18:42 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionCommon Stock 2,590 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-011423 · form4.xml · nonDerivative · entry 3

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,444

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: Portion vested at the third anniversary of a three-year award.

F2 · price: Convert without cost to shares of common stock on a one-for-one basis.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 18:42 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Tax withholdingCommon Stock 1,115 $159.43 $177,764.45
Disclosure

SEC source: 0001127602-22-011423 · form4.xml · nonDerivative · entry 2

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,854

F3 · kind: Shares deemed surrendered in payment of tax liability.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 18:42 UTC DOLLAR TREE, INC. DLTR · Entity 3189 GrantCommon Stock 2,471 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-011423 · form4.xml · nonDerivative · entry 1

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,969

F1 · shares: Awarded under the Long-Term Performance Plan for performance in fiscal years 2019, 2020 and 2021.

F2 · price: Convert without cost to shares of common stock on a one-for-one basis.

Read SEC document
March 16, 2022 Filed Mar 18, 2022 18:05 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionRestricted Stock Unit · Derivative 1,476 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001127602-22-009902 · form4.xml · derivative · entry 7

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,476

Underlying: Common Stock · 1,476 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.

F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis.

F4 · shares: Portion vested at the first anniversary of a two-year award.

F2 · price: Convert without cost to shares of common stock on a one-for-one basis.

F6 · derivative.exercise_date: This award will vest 50% on each of the first and second anniversaries of the grant date, subject to continued employment.

F6 · derivative.expiration_date: This award will vest 50% on each of the first and second anniversaries of the grant date, subject to continued employment.

Read SEC document
March 16, 2022 Filed Mar 18, 2022 18:05 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionRestricted Stock Unit · Derivative 3,352 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001127602-22-009902 · form4.xml · derivative · entry 6

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,706

Underlying: Common Stock · 3,352 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.

F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis.

F1 · shares: Portion vested at the first anniversary of a three-year award.

F2 · price: Convert without cost to shares of common stock on a one-for-one basis.

F5 · derivative.exercise_date: Awarded for performance in Fiscal Year 2021. Vests in three approximately equal annual installments beginning on the anniversary of the award date, subject to continued employment.

F5 · derivative.expiration_date: Awarded for performance in Fiscal Year 2021. Vests in three approximately equal annual installments beginning on the anniversary of the award date, subject to continued employment.

Read SEC document
March 16, 2022 Filed Mar 18, 2022 18:05 UTC DOLLAR TREE, INC. DLTR · Entity 3189 GrantRestricted Stock Unit · Derivative 10,058 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-22-009902 · form4.xml · derivative · entry 5

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,058

Underlying: Common Stock · 10,058 shares

Expires not disclosed

F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis.

F5 · derivative.exercise_date: Awarded for performance in Fiscal Year 2021. Vests in three approximately equal annual installments beginning on the anniversary of the award date, subject to continued employment.

F5 · derivative.expiration_date: Awarded for performance in Fiscal Year 2021. Vests in three approximately equal annual installments beginning on the anniversary of the award date, subject to continued employment.

Read SEC document
March 16, 2022 Filed Mar 18, 2022 18:05 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Tax withholdingCommon Stock 445 $152.08 $67,675.60
Disclosure

SEC source: 0001127602-22-009902 · form4.xml · nonDerivative · entry 4

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,321

F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.

Read SEC document
March 16, 2022 Filed Mar 18, 2022 18:05 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionCommon Stock 1,476 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-009902 · form4.xml · nonDerivative · entry 3

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,766

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: Portion vested at the first anniversary of a two-year award.

F2 · price: Convert without cost to shares of common stock on a one-for-one basis.

Read SEC document
March 16, 2022 Filed Mar 18, 2022 18:05 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Tax withholdingCommon Stock 1,010 $152.08 $153,600.80
Disclosure

SEC source: 0001127602-22-009902 · form4.xml · nonDerivative · entry 2

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,290

F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.

Read SEC document
March 16, 2022 Filed Mar 18, 2022 18:05 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionCommon Stock 3,352 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-009902 · form4.xml · nonDerivative · entry 1

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,300

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 the first anniversary of a three-year award.

F2 · price: Convert without cost to shares of common stock on a one-for-one basis.

Read SEC document
November 15, 2021 Filed Nov 16, 2021 21:16 UTC DOLLAR TREE, INC. DLTR · Entity 3189 SaleCommon Stock 100 $128.02 $12,801.50
Disclosure

SEC source: 0001127602-21-029316 · form4.xml · nonDerivative · entry 3

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · 2020 GRAT

Disclosed balance after: 0

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person on June 23, 2021.

Read SEC document
November 15, 2021 Filed Nov 16, 2021 21:16 UTC DOLLAR TREE, INC. DLTR · Entity 3189 SaleCommon Stock 7,207 $128.00 $922,496.00
Disclosure

SEC source: 0001127602-21-029316 · form4.xml · nonDerivative · entry 2

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · 2020 GRAT

Disclosed balance after: 100

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person on June 23, 2021.

Read SEC document
November 15, 2021 Filed Nov 16, 2021 21:16 UTC DOLLAR TREE, INC. DLTR · Entity 3189 SaleCommon Stock 8,960 $123.39 $1,105,574.40
Disclosure

SEC source: 0001127602-21-029316 · form4.xml · nonDerivative · entry 1

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · 2020 GRAT

Disclosed balance after: 7,307

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person on June 23, 2021.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 17:41 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionRestricted Stock Unit · Derivative 8,486 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001127602-21-012958 · form4.xml · derivative · entry 7

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,972

Underlying: Common Stock · 8,486 shares

Expires 2021-04-01

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.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 17:41 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionRestricted Stock Unit · Derivative 2,590 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001127602-21-012958 · form4.xml · derivative · entry 6

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,590

Underlying: Common Stock · 2,590 shares

Expires 2021-04-01

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.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 17:41 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Tax withholdingCommon Stock 3,828 $115.93 $443,780.04
Disclosure

SEC source: 0001127602-21-012958 · form4.xml · nonDerivative · entry 4

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,948

F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 17:41 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionCommon Stock 8,486 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-012958 · form4.xml · nonDerivative · entry 3

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,776

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
April 01, 2021 Filed Apr 5, 2021 17:41 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Tax withholdingCommon Stock 1,169 $115.93 $135,522.17
Disclosure

SEC source: 0001127602-21-012958 · form4.xml · nonDerivative · entry 2

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,290

F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 17:41 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionCommon Stock 2,590 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-012958 · form4.xml · nonDerivative · entry 1

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,459

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 30, 2021 Filed Apr 1, 2021 19:39 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionRestricted Stock Unit · Derivative 3,160 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001127602-21-012572 · form4.xml · derivative · entry 4

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,160 shares

Expires 2021-03-30

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.

Read SEC document
March 30, 2021 Filed Apr 1, 2021 19:39 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Tax withholdingCommon Stock 1,064 $116.23 $123,668.72
Disclosure

SEC source: 0001127602-21-012572 · form4.xml · nonDerivative · entry 2

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,638

F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.

Read SEC document
March 30, 2021 Filed Apr 1, 2021 19:39 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionCommon Stock 3,160 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-012572 · form4.xml · nonDerivative · entry 1

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,702

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 16, 2021 Filed Mar 17, 2021 21:30 UTC DOLLAR TREE, INC. DLTR · Entity 3189 GrantRestricted Stock Unit · Derivative 2,952 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-21-011112 · form4.xml · derivative · entry 1

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,952

Underlying: Common Stock · 2,952 shares

Expires 2022-03-16

F1 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis.

F2 · derivative.exercise_date: This award will vest 50% on each of the first and second anniversaries of the grant date, subject to continued employment.

Read SEC document
March 10, 2021 Filed Mar 12, 2021 22:25 UTC DOLLAR TREE, INC. DLTR · Entity 3189 GrantRestricted Stock Unit · Derivative 25,458 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-21-010447 · form4.xml · derivative · entry 1

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,458

Underlying: Common Stock · 25,458 shares

Expires 2021-04-01

F1 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis.

F2 · date: The Compensation Committee determined on 3/10/2021 that the Company achieved its 2020 performance target for the performance stock units granted on 4/1/2020, 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 24, 2020 Filed Nov 25, 2020 17:46 UTC DOLLAR TREE, INC. DLTR · Entity 3189 SaleCommon Stock 7,523 $112.00 $842,585.78
Disclosure

SEC source: 0001127602-20-029987 · form4.xml · nonDerivative · entry 1

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · 2020 GRAT

Disclosed balance after: 16,267

F1 · price: Represents the weighted average price for shares sold at the range between $112.00 and $112.10. The filer will provide full information regarding the number of shares sold at each price upon request.

Read SEC document
April 01, 2020 Filed Apr 3, 2020 20:31 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionRestricted Stock Unit · Derivative 2,589 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001127602-20-013152 · form4.xml · derivative · entry 3

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,180

Underlying: Common Stock · 2,589 shares

Expires 2020-04-01

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.

Read SEC document
April 01, 2020 Filed Apr 3, 2020 20:31 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Tax withholdingCommon Stock 1,168 $72.94 $85,193.92
Disclosure

SEC source: 0001127602-20-013152 · form4.xml · nonDerivative · entry 2

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,066

F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.

Read SEC document
April 01, 2020 Filed Apr 3, 2020 20:31 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionCommon Stock 2,589 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-013152 · form4.xml · nonDerivative · entry 1

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,234

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 31, 2020 Filed Apr 2, 2020 19:30 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionRestricted Stock Unit · Derivative 1,844 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001127602-20-012645 · form4.xml · derivative · entry 6

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,844 shares

Expires 2020-03-31

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.

F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis.

F4 · shares: Award fully vested on 3/31/20.

F2 · price: Convert without cost to shares of common stock on a one-for-one basis.

Read SEC document
March 31, 2020 Filed Apr 2, 2020 19:30 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionRestricted Stock Unit · Derivative 3,610 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001127602-20-012645 · form4.xml · derivative · entry 5

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,610 shares

Expires 2020-03-31

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.

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.

Read SEC document
March 31, 2020 Filed Apr 2, 2020 19:30 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Tax withholdingCommon Stock 689 $73.47 $50,620.83
Disclosure

SEC source: 0001127602-20-012645 · form4.xml · nonDerivative · entry 4

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,645

F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.

Read SEC document
March 31, 2020 Filed Apr 2, 2020 19:30 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionCommon Stock 1,844 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-012645 · form4.xml · nonDerivative · entry 3

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,334

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 vested on 3/31/20.

F2 · price: Convert without cost to shares of common stock on a one-for-one basis.

Read SEC document
March 31, 2020 Filed Apr 2, 2020 19:30 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Tax withholdingCommon Stock 1,087 $73.47 $79,861.89
Disclosure

SEC source: 0001127602-20-012645 · form4.xml · nonDerivative · entry 2

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,490

F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.

Read SEC document
March 31, 2020 Filed Apr 2, 2020 19:30 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionCommon Stock 3,610 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-012645 · form4.xml · nonDerivative · entry 1

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,577

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 30, 2020 Filed Apr 1, 2020 22:31 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionRestricted Stock Unit · Derivative 3,160 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001127602-20-012468 · form4.xml · derivative · entry 3

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,160

Underlying: Common Stock · 3,160 shares

Expires 2020-03-30

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.

Read SEC document
March 30, 2020 Filed Apr 1, 2020 22:31 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Tax withholdingCommon Stock 952 $79.85 $76,017.20
Disclosure

SEC source: 0001127602-20-012468 · form4.xml · nonDerivative · entry 2

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,967

F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.

Read SEC document
March 30, 2020 Filed Apr 1, 2020 22:31 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionCommon Stock 3,160 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-012468 · form4.xml · nonDerivative · entry 1

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,919

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 11, 2020 Filed Mar 13, 2020 15:29 UTC DOLLAR TREE, INC. DLTR · Entity 3189 GrantRestricted Stock Unit · Derivative 1,844 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-20-010543 · form4.xml · derivative · entry 2

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,844

Underlying: Common Stock · 1,844 shares

Expires 2020-03-31

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 3/11/2020 the level of performance achieved for the performance-based RSUs awarded on 3/31/2017 pursuant to the Long-Term Performance Plan for fiscal years 2017, 2018 and 2019. The award will fully vest on March 31, 2020.

Read SEC document
March 11, 2020 Filed Mar 13, 2020 15:29 UTC DOLLAR TREE, INC. DLTR · Entity 3189 GrantRestricted Stock Unit · Derivative 7,769 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-20-010543 · form4.xml · derivative · entry 1

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,769

Underlying: Common Stock · 7,769 shares

Expires 2020-04-01

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 3/11/2020 that the Company achieved its 2019 performance target for the performance stock units granted on 4/1/2019, 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 31, 2019 Filed Apr 2, 2019 23:54 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionRestricted Stock Unit · Derivative 3,610 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001127602-19-014352 · form4.xml · derivative · entry 6

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,610

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.

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.

Read SEC document
March 31, 2019 Filed Apr 2, 2019 23:54 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Tax withholdingCommon Stock 1,568 $105.04 $164,702.72
Disclosure

SEC source: 0001127602-19-014352 · form4.xml · nonDerivative · entry 4

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,483

F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.

Read SEC document
March 31, 2019 Filed Apr 2, 2019 23:54 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionCommon Stock 3,610 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-014352 · form4.xml · nonDerivative · entry 3

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,051

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 30, 2019 Filed Apr 2, 2019 23:54 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionRestricted Stock Unit · Derivative 3,160 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001127602-19-014352 · form4.xml · derivative · entry 5

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,320

Underlying: Common Stock · 3,160 shares

Expires 2019-03-30

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.

Read SEC document
March 30, 2019 Filed Apr 2, 2019 23:54 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Tax withholdingCommon Stock 1,426 $105.04 $149,787.04
Disclosure

SEC source: 0001127602-19-014352 · form4.xml · nonDerivative · entry 2

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,441

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 2, 2019 23:54 UTC DOLLAR TREE, INC. DLTR · Entity 3189 Exercise / conversionCommon Stock 3,160 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-014352 · form4.xml · nonDerivative · entry 1

Old William A. JR · CIK 0001583833 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,867

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

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