Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR GENERAL CORPDG · Entity 2133 | EVP & Chief Merchandising Ofc | April 01, 2017 | April 04, 2017 |
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 GENERAL CORP
Report date April 01, 2017 · Filed April 04, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,387 |
Reported balance
After 2017-04-01 transaction · row 1
1 source rowRow 1 · 2017-04-01 · Tax withholding · Disposed 611 · Balance 6,387 F1: Shares of common stock surrendered to the Issuer in payment of taxes in connection with the vesting and payment of a portion of performance share units granted on March 16, 2016. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock surrendered to the Issuer in payment of taxes in connection with the vesting and payment of a portion of performance share units granted on March 16, 2016.
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, 2017 Filed Apr 4, 2017 16:39 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Tax withholdingCommon Stock | 611 | $69.73 | $42,605.03 |
DisclosureSEC source: 0000029534-17-000029 · edgar.xml · nonDerivative · entry 1 Thorpe James W · CIK 0001648217 · EVP & Chief Merchandising Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,387 F1 · shares: Shares of common stock surrendered to the Issuer in payment of taxes in connection with the vesting and payment of a portion of performance share units granted on March 16, 2016. Read SEC document |
| March 22, 2017 Filed Mar 24, 2017 00:10 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantEmployee Stock Option (Right to Buy) · Derivative | 37,686 | $0.00 Strike: $70.68 | $0.00 |
DisclosureSEC source: 0000029534-17-000021 · edgar.xml · derivative · entry 1 Thorpe James W · CIK 0001648217 · EVP & Chief Merchandising Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,686 Underlying: Common Stock · 37,686 shares Expires 2027-03-22 F1 · derivative.exercise_date: The option vests in four annual installments of 25% beginning on April 1, 2018, subject to certain forfeiture and accelerated vesting provisions. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 15:52 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 6,698 | $0.00 | $0.00 |
DisclosureSEC source: 0000029534-17-000008 · edgar.xml · nonDerivative · entry 1 Thorpe James W · CIK 0001648217 · EVP & Chief Merchandising Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,998 F1 · shares: Performance share units earned by the reporting person from a March 16, 2016 grant, as certified by the Issuer's Compensation Committee on March 14, 2017. Each performance share unit represents the right to one share of the Issuer's common stock. The amount reported includes (i) 2,234 performance share units that will be settled and paid in unrestricted shares of the Issuer's common stock on April 1, 2017; and (ii) 4,464 performance share units that remain subject to time-based vesting requirements (2,232 on each of April 1, 2018 and April 1, 2019) and certain forfeiture and accelerated vesting provisions, and once vested are payable solely in unrestricted shares of the Issuer's common stock. 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.