Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR TREE, INC.DLTR · Entity 3189 | Director | March 01, 2022 | March 03, 2022 |
| LOWES COMPANIES INCLOW · Entity 2896 | Chief Customer Officer | March 15, 2014 | March 18, 2014 |
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 01, 2022 · Filed March 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 357.88 |
Reported balance
After 2022-03-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-03-01 · Grant · Acquired 357.88 · Balance 357.88 F1: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.
F2: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan.
F3: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.
LOWES COMPANIES INC
Report date March 15, 2014 · Filed March 18, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 290,597 |
Ending reported balance
After 2014-03-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2014-03-15 · Exercise / conversion · Acquired 6,462.232 · Balance 293,531.232 Row 2 · 2014-03-15 · Tax withholding · Disposed 2,934.232 · Balance 290,597 F1: Reflects shares delivered by the reporting person to satisfy withholding taxes due upon distribution of the phantom deferred stock. |
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 135,039.091 |
Reported balance
After 2014-03-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2014-03-15 · Exercise / conversion · Disposed 6,462.232 · Balance 135,039.091 F2: Phantom deferred stock converted into an equivalent number of shares of common stock upon the distribution of the phantom deferred stock pursuant to a distribution election made by the reporting person at the time of the deferral. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) Plan | 188,017.809 |
Reported balance
Holding disclosure · report date 2014-03-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 188,017.809 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares delivered by the reporting person to satisfy withholding taxes due upon distribution of the phantom deferred stock.
F2: Phantom deferred stock converted into an equivalent number of shares of common stock upon the distribution of the phantom deferred stock pursuant to a distribution election made by the reporting person at the time of the deferral.
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 01, 2022 Filed Mar 3, 2022 17:22 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 357.88 | $139.71 | $49,999.41 |
DisclosureSEC source: 0001127602-22-007887 · form4.xml · derivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357.88 Underlying: Common Stock · 357.88 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 14:31 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 453.67 | $140.52 | $63,749.71 |
DisclosureSEC source: 0001127602-22-000215 · form4.xml · derivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 453.67 Underlying: Common Stock · 453.67 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 12:22 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 650.64 | $97.98 | $63,749.71 |
DisclosureSEC source: 0001127602-21-026561 · form4.xml · derivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 650.64 Underlying: Common Stock · 650.64 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 15:38 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 750.68 | $99.91 | $75,000.44 |
DisclosureSEC source: 0001127602-21-021457 · form4.xml · derivative · entry 2 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750.68 Underlying: Common Stock · 750.68 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F4 · kind: Represents deferral under the 2013 Director Deferred Compensation Plan of the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board, or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board, or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 15:38 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 638.07 | $99.91 | $63,749.57 |
DisclosureSEC source: 0001127602-21-021457 · form4.xml · derivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 638.07 Underlying: Common Stock · 638.07 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board, or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board, or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 21:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 100 | $99.08 | $9,908.00 |
DisclosureSEC source: 0001127602-21-018745 · form4.xml · nonDerivative · entry 16 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,899 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 21:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 100 | $99.08 | $9,907.50 |
DisclosureSEC source: 0001127602-21-018745 · form4.xml · nonDerivative · entry 15 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,799 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 21:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 200 | $99.05 | $19,810.00 |
DisclosureSEC source: 0001127602-21-018745 · form4.xml · nonDerivative · entry 14 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,699 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 21:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 100 | $99.05 | $9,904.50 |
DisclosureSEC source: 0001127602-21-018745 · form4.xml · nonDerivative · entry 13 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,499 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 21:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 900 | $99.04 | $89,136.00 |
DisclosureSEC source: 0001127602-21-018745 · form4.xml · nonDerivative · entry 12 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,399 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 21:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 200 | $99.04 | $19,807.00 |
DisclosureSEC source: 0001127602-21-018745 · form4.xml · nonDerivative · entry 11 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,499 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 21:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 800 | $99.03 | $79,224.00 |
DisclosureSEC source: 0001127602-21-018745 · form4.xml · nonDerivative · entry 10 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,299 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 21:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 700 | $99.02 | $69,314.00 |
DisclosureSEC source: 0001127602-21-018745 · form4.xml · nonDerivative · entry 9 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,499 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 21:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 100 | $99.02 | $9,901.50 |
DisclosureSEC source: 0001127602-21-018745 · form4.xml · nonDerivative · entry 8 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,799 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 21:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 600 | $99.01 | $59,406.00 |
DisclosureSEC source: 0001127602-21-018745 · form4.xml · nonDerivative · entry 7 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,699 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 21:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 100 | $99.01 | $9,900.50 |
DisclosureSEC source: 0001127602-21-018745 · form4.xml · nonDerivative · entry 6 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,099 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 21:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 300 | $99.00 | $29,700.00 |
DisclosureSEC source: 0001127602-21-018745 · form4.xml · nonDerivative · entry 5 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,999 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 21:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 600 | $98.99 | $59,394.00 |
DisclosureSEC source: 0001127602-21-018745 · form4.xml · nonDerivative · entry 4 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,699 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 21:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 100 | $98.98 | $9,898.00 |
DisclosureSEC source: 0001127602-21-018745 · form4.xml · nonDerivative · entry 3 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,099 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 21:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 100 | $98.96 | $9,896.00 |
DisclosureSEC source: 0001127602-21-018745 · form4.xml · nonDerivative · entry 2 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 999 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 21:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 100 | $98.96 | $9,895.50 |
DisclosureSEC source: 0001127602-21-018745 · form4.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 899 Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 17:49 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 549.9 | $115.93 | $63,749.91 |
DisclosureSEC source: 0001127602-21-012970 · form4.xml · derivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 549.9 Underlying: Common Stock · 549.9 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 19:48 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 590.06 | $108.04 | $63,750.08 |
DisclosureSEC source: 0001127602-21-000116 · form4.xml · derivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 590.06 Underlying: Common Stock · 590.06 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 17:45 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 693.92 | $91.87 | $63,750.43 |
DisclosureSEC source: 0001127602-20-026135 · form4.xml · derivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 693.92 Underlying: Common Stock · 693.92 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of directors fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 16:56 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 803.08 | $93.39 | $74,999.64 |
DisclosureSEC source: 0001127602-20-020749 · form4.xml · derivative · entry 2 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 803.08 Underlying: Common Stock · 803.08 shares Expires not disclosed F5 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F6 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. Shares pursuant to the deferral are granted from the Issuer's shareholder approved Omnibus Incentive Plan. F7 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F8 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 16:56 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 682.62 | $93.39 | $63,749.88 |
DisclosureSEC source: 0001127602-20-020749 · form4.xml · derivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 682.62 Underlying: Common Stock · 682.62 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F4 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:20 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 874.01 | $72.94 | $63,750.29 |
DisclosureSEC source: 0001127602-20-013114 · form4.xml · derivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 874.01 Underlying: Common Stock · 874.01 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of directors fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| January 01, 2020 Filed Jan 2, 2020 21:37 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 677.83 | $94.05 | $63,749.91 |
DisclosureSEC source: 0001127602-20-000181 · form4.xml · derivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677.83 Underlying: Common Stock · 677.83 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of directors fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 19:07 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 562.91 | $113.25 | $63,749.56 |
DisclosureSEC source: 0001127602-19-029954 · form4.xml · derivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562.91 Underlying: Common Stock · 562.91 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of directors fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F4 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 21:33 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 681.26 | $110.09 | $74,999.91 |
DisclosureSEC source: 0001127602-19-023734 · form4.xml · nonDerivative · entry 2 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,441.17 F2 · kind: Shares granted from the Issuer's shareholder approved Omnibus Incentive Plan and deferred under the 2013 Director Deferred Compensation Plan. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 21:33 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 579.07 | $110.09 | $63,749.82 |
DisclosureSEC source: 0001127602-19-023734 · form4.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,759.91 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 18:47 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 649.24 | $103.72 | $67,339.17 |
DisclosureSEC source: 0001127602-19-014529 · form4.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,180.84 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 20:08 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 539.75 | $90.32 | $48,750.22 |
DisclosureSEC source: 0001127602-19-000580 · form4.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,531.6 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 16:49 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 592.85 | $82.23 | $48,750.06 |
DisclosureSEC source: 0001127602-18-028924 · form4.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,991.85 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| July 01, 2018 Filed Jul 2, 2018 20:31 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 882.35 | $85.00 | $74,999.75 |
DisclosureSEC source: 0001127602-18-022235 · form4.xml · nonDerivative · entry 2 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,399 F2 · kind: Shares granted from the Issuer's shareholder approved Omnibus Incentive Plan and deferred under the 2013 Director Deferred Compensation Plan. Read SEC document |
| July 01, 2018 Filed Jul 2, 2018 20:31 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 573.53 | $85.00 | $48,750.05 |
DisclosureSEC source: 0001127602-18-022235 · form4.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,516.65 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 17:40 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 513.7 | $94.90 | $48,750.13 |
DisclosureSEC source: 0001127602-18-013555 · form4.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,943.12 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| January 01, 2018 Filed Jan 2, 2018 22:24 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 454.29 | $107.31 | $48,749.86 |
DisclosureSEC source: 0001127602-18-000194 · form4.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,429.42 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| October 01, 2017 Filed Oct 2, 2017 19:11 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 561.51 | $86.82 | $48,750.30 |
DisclosureSEC source: 0001127602-17-028584 · form4.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,975.13 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 15:56 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 1,072.65 | $69.92 | $74,999.69 |
DisclosureSEC source: 0001127602-17-022696 · form4.xml · nonDerivative · entry 2 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,413.62 F2 · kind: Shares granted from the Issuer's shareholder approved Omnibus Incentive Plan and deferred under the 2013 Director Deferred Compensation Plan. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 15:56 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 697.23 | $69.92 | $48,750.32 |
DisclosureSEC source: 0001127602-17-022696 · form4.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,340.97 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 22:53 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 637.27 | $78.46 | $50,000.20 |
DisclosureSEC source: 0001127602-17-014145 · form4.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,659.67 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| April 01, 2017 Filed Jul 5, 2017 15:55 UTC Amendment | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 621.34 | $78.46 | $48,750.34 |
DisclosureSEC source: 0001127602-17-022693 · form4a.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,643.74 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 21:40 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 631.64 | $77.18 | $48,749.98 |
DisclosureSEC source: 0001127602-17-000240 · form4.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,022.4 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 16:04 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 617.64 | $78.93 | $48,750.33 |
DisclosureSEC source: 0001127602-16-063883 · form4.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,390.76 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| March 15, 2014 Filed Mar 18, 2014 15:51 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionPhantom Stock · Derivative | 6,462.232 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-14-000044 · edgardoc.xml · derivative · entry 4 BRIDGEFORD GREGORY M · CIK 0001219898 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,039.091 Underlying: Common Stock · 6,462.232 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_date: Phantom deferred stock converted into an equivalent number of shares of common stock upon the distribution of the phantom deferred stock pursuant to a distribution election made by the reporting person at the time of the deferral. F2 · derivative.expiration_date: Phantom deferred stock converted into an equivalent number of shares of common stock upon the distribution of the phantom deferred stock pursuant to a distribution election made by the reporting person at the time of the deferral. Read SEC document |
| March 15, 2014 Filed Mar 18, 2014 15:51 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 2,934.232 | $49.09 | $144,041.45 |
DisclosureSEC source: 0000060667-14-000044 · edgardoc.xml · nonDerivative · entry 2 BRIDGEFORD GREGORY M · CIK 0001219898 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,597 F1 · shares: Reflects shares delivered by the reporting person to satisfy withholding taxes due upon distribution of the phantom deferred stock. Read SEC document |
| March 15, 2014 Filed Mar 18, 2014 15:51 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 6,462.232 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-14-000044 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,531.232 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. Read SEC document |
| March 01, 2014 Filed Mar 4, 2014 17:11 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 10,035 | $50.03 | $502,051.05 |
DisclosureSEC source: 0000060667-14-000026 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,069 F1 · shares: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of restricted shares granted on March 1, 2011. Read SEC document |
| December 05, 2013 Filed Dec 9, 2013 18:34 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 80,000 | $0.00 Strike: $32.21 | $0.00 |
DisclosureSEC source: 0000060667-13-000175 · edgardoc.xml · derivative · entry 4 BRIDGEFORD GREGORY M · CIK 0001219898 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 80,000 shares Expires 2014-03-01 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_date: The option vests in three annual installments beginning on March 1, 2008. 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.