Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DOLLAR TREE, INC.
Report date December 06, 2017 · Filed December 12, 2017
Section 16 reporting ended · disclosed 2017-12-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSpouse | 628,809 |
Reported balance
After 2017-12-06 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-12-06 · Gift · Disposed 121,976 · Balance 628,809 F1: Gift made without consideration. |
| Common StockSEC Table I · non-derivative | IndirectSpouse | 603,397 |
Reported balance
After 2017-12-06 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-12-06 · Gift · Disposed 25,412 · Balance 603,397 F1: Gift made without consideration. |
| Common StockSEC Table I · non-derivative | Direct | 980,799 |
Reported balance
After 2017-12-07 transaction · row 3
1 source rowRow 3 · 2017-12-07 · Gift · Disposed 101,646 · Balance 980,799 F1: Gift made without consideration. |
| Common StockSEC Table I · non-derivative | Indirect2015-3 GRAT (JPB) | 78,677 |
Reported balance
Holding disclosure · report date 2017-12-06 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 78,677 |
| Common StockSEC Table I · non-derivative | Indirect2015-3 GRAT (MFB) | 78,677 |
Reported balance
Holding disclosure · report date 2017-12-06 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 78,677 |
| Common StockSEC Table I · non-derivative | Indirect2017-2 GRAT (JPB) | 189,408 |
Reported balance
Holding disclosure · report date 2017-12-06 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 189,408 |
| Common StockSEC Table I · non-derivative | Indirect2017-2 GRAT (MFB) | 189,408 |
Reported balance
Holding disclosure · report date 2017-12-06 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 189,408 |
| Common StockSEC Table I · non-derivative | IndirectTrusts (Descendants') | 338,790 |
Reported balance
Holding disclosure · report date 2017-12-06 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 338,790 |
Filing footnotes · ownership attribution and instrument terms
F1: Gift made without consideration.
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 |
|---|---|---|---|---|---|---|
| December 07, 2017 Filed Dec 12, 2017 14:50 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GiftCommon Stock | 101,646 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-034435 · form4.xml · nonDerivative · entry 3 BROCK MACON F JR · CIK 0001008146 · Director · Chairman Emeritus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 980,799 F1 · kind: Gift made without consideration. Read SEC document |
| December 06, 2017 Filed Dec 12, 2017 14:50 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GiftCommon Stock | 25,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-034435 · form4.xml · nonDerivative · entry 2 BROCK MACON F JR · CIK 0001008146 · Director · Chairman Emeritus 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 603,397 F1 · price: Gift made without consideration. Read SEC document |
| December 06, 2017 Filed Dec 12, 2017 14:50 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GiftCommon Stock | 121,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-034435 · form4.xml · nonDerivative · entry 1 BROCK MACON F JR · CIK 0001008146 · Director · Chairman Emeritus 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 628,809 F1 · price: Gift made without consideration. Read SEC document |
| November 01, 2017 Filed Nov 1, 2017 21:13 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | SaleCommon Stock | 30,900 | $90.79 | $2,805,278.13 |
DisclosureSEC source: 0001127602-17-030820 · form4.xml · nonDerivative · entry 7 BROCK MACON F JR · CIK 0001008146 · Director · Chairman Emeritus 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts (Descendants') Disclosed balance after: 357,890 F1 · kind: 10b5-1: Transactions pursuant to preplanned trading arrangements established under SEC Rule 10b5-1(c)(1). F8 · price: Represents the average weighted price for shares sold at a range between $90.36 and $91.35. The filer will provide full information regarding the number of shares sold at each price upon request. Read SEC document |
| November 01, 2017 Filed Nov 1, 2017 21:13 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | SaleCommon Stock | 19,710 | $91.66 | $1,806,624.51 |
DisclosureSEC source: 0001127602-17-030820 · form4.xml · nonDerivative · entry 6 BROCK MACON F JR · CIK 0001008146 · Director · Chairman Emeritus 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts (Descendants') Disclosed balance after: 388,790 F1 · kind: 10b5-1: Transactions pursuant to preplanned trading arrangements established under SEC Rule 10b5-1(c)(1). F7 · price: Represents the average weighted price for shares sold at a range between $91.33 and $92.05. The filer will provide full information regarding the number of shares sold at each price upon request. Read SEC document |
| November 01, 2017 Filed Nov 1, 2017 21:13 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | SaleCommon Stock | 30,290 | $90.79 | $2,750,116.94 |
DisclosureSEC source: 0001127602-17-030820 · form4.xml · nonDerivative · entry 5 BROCK MACON F JR · CIK 0001008146 · Director · Chairman Emeritus 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts (Descendants') Disclosed balance after: 408,500 F1 · kind: 10b5-1: Transactions pursuant to preplanned trading arrangements established under SEC Rule 10b5-1(c)(1). F6 · price: Represents the average weighted price for shares sold at a range between $90.36 and $91.27. The filer will provide full information regarding the number of shares sold at each price upon request. Read SEC document |
| November 01, 2017 Filed Nov 1, 2017 21:13 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | SaleCommon Stock | 19,700 | $91.66 | $1,805,778.83 |
DisclosureSEC source: 0001127602-17-030820 · form4.xml · nonDerivative · entry 4 BROCK MACON F JR · CIK 0001008146 · Director · Chairman Emeritus 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts (Descendants') Disclosed balance after: 438,790 F1 · kind: 10b5-1: Transactions pursuant to preplanned trading arrangements established under SEC Rule 10b5-1(c)(1). F5 · price: Represents the average weighted price for shares sold at a range between $91.34 and $92.05. The filer will provide full information regarding the number of shares sold at each price upon request. Read SEC document |
| November 01, 2017 Filed Nov 1, 2017 21:13 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | SaleCommon Stock | 30,300 | $90.77 | $2,750,279.49 |
DisclosureSEC source: 0001127602-17-030820 · form4.xml · nonDerivative · entry 3 BROCK MACON F JR · CIK 0001008146 · Director · Chairman Emeritus 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts (Descendants') Disclosed balance after: 458,490 F1 · kind: 10b5-1: Transactions pursuant to preplanned trading arrangements established under SEC Rule 10b5-1(c)(1). F4 · price: Represents the average weighted price for shares sold at a range between $90.36 and $91.335. The filer will provide full information regarding the number of shares sold at each price upon request. Read SEC document |
| November 01, 2017 Filed Nov 1, 2017 21:13 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | SaleCommon Stock | 19,100 | $91.67 | $1,750,906.55 |
DisclosureSEC source: 0001127602-17-030820 · form4.xml · nonDerivative · entry 1 BROCK MACON F JR · CIK 0001008146 · Director · Chairman Emeritus 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts (Descendants') Disclosed balance after: 338,790 F1 · kind: 10b5-1: Transactions pursuant to preplanned trading arrangements established under SEC Rule 10b5-1(c)(1). F2 · price: Represents the average weighted price for shares sold at a range between $91.38 and $92.05. The filer will provide full information regarding the number of shares sold at each price upon request. Read SEC document |
| October 13, 2017 Filed Oct 13, 2017 21:36 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionStock Option (right to buy) · Derivative | 63,000 | $0.00 Strike: $12.66 | $0.00 |
DisclosureSEC source: 0001127602-17-029817 · form4.xml · derivative · entry 10 BROCK MACON F JR · CIK 0001008146 · Director · Chairman Emeritus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 63,000 shares Expires 2018-05-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Immediately exercisable. F4 · derivative.expiration_date: Expires upon termination, with certain grace periods, or ten years after award, whichever is less. Read SEC document |
| October 13, 2017 Filed Oct 13, 2017 21:36 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | SaleCommon Stock | 63,000 | $91.04 | $5,735,236.50 |
DisclosureSEC source: 0001127602-17-029817 · form4.xml · nonDerivative · entry 4 BROCK MACON F JR · CIK 0001008146 · Director · Chairman Emeritus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,084,945 F2 · price: Represents the average weighted price for shares sold at a range between $90.00 and $91.0355. The filer will provide full information regarding the number of shares sold at each price upon request. Read SEC document |
| October 13, 2017 Filed Oct 13, 2017 21:36 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 63,000 | $12.66 | $797,794.20 |
DisclosureSEC source: 0001127602-17-029817 · form4.xml · nonDerivative · entry 3 BROCK MACON F JR · CIK 0001008146 · Director · Chairman Emeritus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,147,945 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 |
| October 12, 2017 Filed Oct 13, 2017 21:36 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GiftCommon Stock | 43,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-029817 · form4.xml · nonDerivative · entry 2 BROCK MACON F JR · CIK 0001008146 · Director · Chairman Emeritus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,084,945 F1 · price: Gift made without consideration. Read SEC document |
| October 12, 2017 Filed Oct 13, 2017 21:36 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-029817 · form4.xml · nonDerivative · entry 1 BROCK MACON F JR · CIK 0001008146 · Director · Chairman Emeritus 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 750,785 F1 · price: Gift made without consideration. Read SEC document |
| October 04, 2017 Filed Nov 1, 2017 21:13 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-030820 · form4.xml · nonDerivative · entry 8 BROCK MACON F JR · CIK 0001008146 · Director · Chairman Emeritus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,126,295 F3 · price: Gift made without consideration. Read SEC document |
| June 30, 2017 Filed Nov 1, 2017 21:13 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GiftCommon Stock | 114,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-030820 · form4.xml · nonDerivative · entry 2 BROCK MACON F JR · CIK 0001008146 · Director · Chairman Emeritus 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,128,795 F3 · kind: Gift made without consideration. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 22:41 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 3,495 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-17-014122 · form4.xml · derivative · entry 9 BROCK MACON F JR · CIK 0001008146 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,495 shares Expires 2015-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. F4 · derivative.exercise_date: Vests in three approximately equal annual installments, beginning on the first anniversary of the award date, subject to continued employment. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 22:41 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 1,155 | $78.46 | $90,621.30 |
DisclosureSEC source: 0001127602-17-014122 · form4.xml · nonDerivative · entry 2 BROCK MACON F JR · CIK 0001008146 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,242,795 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 22:41 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 3,495 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014122 · form4.xml · nonDerivative · entry 1 BROCK MACON F JR · CIK 0001008146 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,243,950 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, 2017 Filed Apr 5, 2017 20:35 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantRestricted Stock Unit · Derivative | 7,647 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014324 · form4.xml · derivative · entry 1 BROCK MACON F JR · CIK 0001008146 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,647 Underlying: Common Stock · 7,647 shares Expires 2018-04-01 F1 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: Vests in three approximately equal annual installments, beginning on the first anniversary of the award date, subject to continued employment. Read SEC document |
| March 27, 2017 Filed Mar 29, 2017 21:27 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 2,244 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-17-013188 · form4.xml · derivative · entry 9 BROCK MACON F JR · CIK 0001008146 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,244 Underlying: Common Stock · 2,244 shares Expires 2016-03-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F1 · kind: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. F4 · derivative.exercise_date: Vests in three approximately equal annual installments, beginning the first anniversary of the award date, subject to continued employment. Read SEC document |
| March 27, 2017 Filed Mar 29, 2017 21:27 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 741 | $76.13 | $56,412.33 |
DisclosureSEC source: 0001127602-17-013188 · form4.xml · nonDerivative · entry 2 BROCK MACON F JR · CIK 0001008146 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,240,455 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 27, 2017 Filed Mar 29, 2017 21:27 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 2,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013188 · form4.xml · nonDerivative · entry 1 BROCK MACON F JR · CIK 0001008146 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,241,196 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 18, 2017 Filed Mar 21, 2017 21:08 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 2,291 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-17-012543 · form4.xml · derivative · entry 9 BROCK MACON F JR · CIK 0001008146 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,583 Underlying: Common Stock · 2,291 shares Expires 2017-03-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. F4 · derivative.exercise_date: Vests in three approximately equal annual installments, beginning on the first anniversary of the award date, subject to continued employment. Read SEC document |
| March 18, 2017 Filed Mar 21, 2017 21:08 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 839 | $75.70 | $63,512.30 |
DisclosureSEC source: 0001127602-17-012543 · form4.xml · nonDerivative · entry 2 BROCK MACON F JR · CIK 0001008146 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,238,952 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 18, 2017 Filed Mar 21, 2017 21:08 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 2,291 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-012543 · form4.xml · nonDerivative · entry 1 BROCK MACON F JR · CIK 0001008146 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,239,791 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.