Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR TREE, INC.DLTR · Entity 3189 | Chief Logistics Officer | April 01, 2022 | April 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,364 |
Ending reported balance
After 2022-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-04-01 · Exercise / conversion · Acquired 1,600 · Balance 4,846 F1: 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 2 · 2022-04-01 · Tax withholding · Disposed 482 · Balance 4,364 F3: Shares deemed surrendered in payment of tax liability. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,600 |
Reported balance
After 2022-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-04-01 · Exercise / conversion · Disposed 1,600 · Balance 1,600 F2: Convert without cost to shares of common stock on a one-for-one basis. F1: Portion vested at the second anniversary of a three-year award. F4: 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: 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.
F3: Shares deemed surrendered in payment of tax liability.
F4: Vests 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 |
|---|---|---|---|---|---|---|
| April 01, 2022 Filed Apr 5, 2022 18:44 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 1,600 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-22-011428 · form4.xml · derivative · entry 3 Lech Michael · CIK 0001813781 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 Underlying: Common Stock · 1,600 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 second anniversary of a three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. F4 · derivative.exercise_date: Vests in three approximately equal annual installments beginning on the anniversary of the award date, subject to continued employment. F4 · 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 18:44 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 482 | $159.43 | $76,845.26 |
DisclosureSEC source: 0001127602-22-011428 · form4.xml · nonDerivative · entry 2 Lech Michael · CIK 0001813781 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,364 F3 · kind: Shares deemed surrendered in payment of tax liability. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 18:44 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-011428 · form4.xml · nonDerivative · entry 1 Lech Michael · CIK 0001813781 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,846 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 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 |
| March 16, 2022 Filed Mar 18, 2022 18:03 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 792 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-22-009899 · form4.xml · derivative · entry 7 Lech Michael · CIK 0001813781 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 793 Underlying: Common Stock · 792 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 18:03 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 1,473 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-22-009899 · form4.xml · derivative · entry 6 Lech Michael · CIK 0001813781 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,946 Underlying: Common Stock · 1,473 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 18:03 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantRestricted Stock Unit · Derivative | 4,419 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009899 · form4.xml · derivative · entry 5 Lech Michael · CIK 0001813781 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,419 Underlying: Common Stock · 4,419 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 18:03 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 239 | $152.08 | $36,347.12 |
DisclosureSEC source: 0001127602-22-009899 · form4.xml · nonDerivative · entry 4 Lech Michael · CIK 0001813781 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,246 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 18:03 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 792 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009899 · form4.xml · nonDerivative · entry 3 Lech Michael · CIK 0001813781 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,485 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 18:03 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 456 | $152.08 | $69,348.48 |
DisclosureSEC source: 0001127602-22-009899 · form4.xml · nonDerivative · entry 2 Lech Michael · CIK 0001813781 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,693 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 18:03 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 1,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009899 · form4.xml · nonDerivative · entry 1 Lech Michael · CIK 0001813781 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,149 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 |
| July 02, 2021 Filed Jul 6, 2021 19:22 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 801 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-21-021544 · form4.xml · derivative · entry 3 Lech Michael · CIK 0001813781 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,602 Underlying: Common Stock · 801 shares Expires 2021-07-02 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. F4 · derivative.exercise_date: Vests in three approximately equal annual installments, beginning the first anniversary of the award date, subject to continued employment. Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 19:22 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 242 | $99.45 | $24,066.90 |
DisclosureSEC source: 0001127602-21-021544 · form4.xml · nonDerivative · entry 2 Lech Michael · CIK 0001813781 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,676 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 19:22 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 801 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-021544 · form4.xml · nonDerivative · entry 1 Lech Michael · CIK 0001813781 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,918 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 17:38 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 1,599 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-21-012954 · form4.xml · derivative · entry 3 Lech Michael · CIK 0001813781 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,200 Underlying: Common Stock · 1,599 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. F4 · derivative.exercise_date: Vests in three approximately equal annual installments, beginning the first anniversary of the award date, subject to continued employment. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 17:38 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 482 | $115.93 | $55,878.26 |
DisclosureSEC source: 0001127602-21-012954 · form4.xml · nonDerivative · entry 2 Lech Michael · CIK 0001813781 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,117 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 17:38 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 1,599 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-012954 · form4.xml · nonDerivative · entry 1 Lech Michael · CIK 0001813781 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,599 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 21:26 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantRestricted Stock Unit · Derivative | 1,585 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011100 · form4.xml · derivative · entry 1 Lech Michael · CIK 0001813781 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,585 Underlying: Common Stock · 1,585 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 22:28 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantRestricted Stock Unit · Derivative | 2,403 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-010452 · form4.xml · derivative · entry 1 Lech Michael · CIK 0001813781 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,403 Underlying: Common Stock · 2,403 shares Expires 2021-07-02 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 7/2/2020, 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: Vests in three approximately equal annual installments, beginning the first anniversary of the award date, subject to continued employment. 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.