Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR TREE, INC.DLTR · Entity 3189 | EVP Merch and Supply Chain | March 16, 2022 | March 18, 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 March 16, 2022 · Filed March 18, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,267 |
Ending reported balance
After 2022-03-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-16 · Exercise / conversion · Acquired 4,673 · Balance 4,673 F1: Portion vested at the first anniversary of a three-year award. F2: Convert without cost to shares of common stock on a one-for-one basis. Row 2 · 2022-03-16 · Tax withholding · Disposed 1,406 · Balance 3,267 F3: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 14,020 |
Reported balance
After 2022-03-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-03-16 · Grant · Acquired 14,020 · Balance 14,020 F2: Convert without cost to shares of common stock on a one-for-one basis. F4: 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. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 9,347 |
Reported balance
After 2022-03-16 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-03-16 · Exercise / conversion · Disposed 4,673 · Balance 9,347 F2: Convert without cost to shares of common stock on a one-for-one basis. F1: Portion vested at the first anniversary of a three-year award. F4: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Portion vested at the first 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 resulting from vesting of restricted stock units.
F4: 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PIER 1 IMPORTS INC/DE
Report date December 18, 2018 · Filed December 20, 2018
Section 16 reporting ended · disclosed 2018-12-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 89,515 |
Reported balance
After 2018-12-18 transaction · row 1
1 source rowRow 1 · 2018-12-18 · Disposition to issuer · Disposed 1,270,775 · Balance 89,515 |
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 16, 2022 Filed Mar 18, 2022 18:02 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 4,673 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-22-009898 · form4.xml · derivative · entry 4 Alasdair James · CIK 0001637310 · EVP Merch and Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,347 Underlying: Common Stock · 4,673 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. F4 · 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. F4 · 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 18:02 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantRestricted Stock Unit · Derivative | 14,020 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009898 · form4.xml · derivative · entry 3 Alasdair James · CIK 0001637310 · EVP Merch and Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,020 Underlying: Common Stock · 14,020 shares Expires not disclosed F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F4 · 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. F4 · 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 18:02 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 1,406 | $152.08 | $213,824.48 |
DisclosureSEC source: 0001127602-22-009898 · form4.xml · nonDerivative · entry 2 Alasdair James · CIK 0001637310 · EVP Merch and Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,267 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 18:02 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 4,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009898 · form4.xml · nonDerivative · entry 1 Alasdair James · CIK 0001637310 · EVP Merch and Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,673 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 |
| December 18, 2018 Filed Dec 20, 2018 17:57 UTC | PIER 1 IMPORTS INC/DE PIR · Entity 149624 | Disposition to issuercommon stock | 1,270,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001183887-18-000190 · edgar.xml · nonDerivative · entry 1 Alasdair James · CIK 0001637310 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,515 Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 15:03 UTC | PIER 1 IMPORTS INC/DE PIR · Entity 149624 | GrantCommon Stock | 750,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001183887-18-000116 · edgar.xml · nonDerivative · entry 1 Alasdair James · CIK 0001637310 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,360,290 Read SEC document |
| May 02, 2018 Filed May 3, 2018 14:46 UTC | PIER 1 IMPORTS INC/DE PIR · Entity 149624 | Tax withholdingcommon stock | 5,756 | $2.44 | $14,044.64 |
DisclosureSEC source: 0001183887-18-000084 · edgar.xml · nonDerivative · entry 1 Alasdair James · CIK 0001637310 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 610,290 Read SEC document |
| May 02, 2017 Filed May 3, 2017 17:17 UTC | PIER 1 IMPORTS INC/DE PIR · Entity 149624 | GrantEmployee Stock Option (right to buy) · Derivative | 310,969 | $0.00 Strike: $6.68 | $0.00 |
DisclosureSEC source: 0001183887-17-000129 · edgar.xml · derivative · entry 2 JAMES ALASDAIR · CIK 0001637310 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,969 Underlying: Common Stock · 310,969 shares Expires 2027-05-02 F1 · derivative.exercise_date: The option will vest 25% on the 3rd anniversary of the grant (May 2, 2020), 25% on the 4th anniversary of the grant (May 2, 2021), and 50% on the 5th anniversary of the grant (May 2, 2022). Read SEC document |
| May 02, 2017 Filed May 3, 2017 17:17 UTC | PIER 1 IMPORTS INC/DE PIR · Entity 149624 | GrantCommon Stock | 616,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001183887-17-000129 · edgar.xml · nonDerivative · entry 1 JAMES ALASDAIR · CIK 0001637310 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 616,046 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.